Email Marketing
Our Process: Tools & Step-by-Step Approach
1. List Strategy & Growth
- Tools: Mailchimp, ActiveCampaign, HubSpot
- Actions:
- Define lead magnets (e-books, checklists) to attract subscribers.
- Implement opt-in forms, pop-ups, and landing pages.
- Integrate CRM and signup flows for seamless list capture.
2. Segmentation & Personalization
- Tools: Klaviyo, Salesforce Marketing Cloud
- Actions:
- Segment by demographics, purchase history, and engagement.
- Create dynamic content blocks and personalization tokens.
- Set up behavioral triggers (e.g., cart abandonment, product views).
3. Campaign Design & Copywriting
- Tools: Canva, Litmus, Grammarly
- Actions:
- Design responsive email templates with clear branding.
- Write subject lines and body copy that speak to each segment.
- Include strong CTAs and visual hierarchy for scannability.
4. Automation & Workflows
- Tools: Drip, ConvertKit, MailerLite
- Actions:
- Build welcome sequences, nurture tracks, and re-engagement journeys.
- Configure time- or behavior-based triggers.
- Test and optimize flow steps based on open/click data.
5. Deliverability & Compliance
- Tools: GlockApps, SendForensics
- Actions:
- Authenticate domains with SPF, DKIM, and DMARC.
- Monitor spam scores and inbox placement.
- Ensure GDPR/CAN-SPAM compliance (unsubscribe links, clear branding).
6. Analytics & Optimization
- Tools: Google Analytics, Email platform reports
- Actions:
- Track opens, clicks, conversions, and list health metrics.
- A/B test subject lines, send times, and content variations.
- Generate reports and refine strategy monthly.
What It Is: Definition & Business Impact
Email marketing is the art and science of sending targeted emails to engage prospects and customers. By delivering timely, relevant messages directly to people’s inboxes, you nurture leads, drive repeat sales, and build long-term loyalty—all at a fraction of the cost of paid channels.
Business Impact:
- High ROI: Email returns an average of $36 for every $1 spent.
- Direct Communication: Reach customers where they check first— their inbox.
- Scalable Personalization: Tailor messages to segments or individual behaviors.
- Brand Authority: Consistent, value-driven emails build trust and recognition.
Expected Outcomes: KPIs & Benefits
| KPI | Benefit |
|---|---|
| Open Rate | Indicates subject line effectiveness and sender reputation. |
| Click-Through Rate | Measures engagement with the email content and links. |
| Conversion Rate | Shows percentage of email-driven actions (sales, sign-ups). |
| Bounce Rate | Tracks list health by identifying invalid or problematic emails. |
| Unsubscribe Rate | Reveals content relevance and frequency comfort level. |
| List Growth Rate | Indicates success of lead-gen tactics and organic opt-ins. |
Case Study & Testimonial
Case Study: SaaS Free Trial Boost
- Challenge: Low trial sign-up rates from email.
- Solution: Launched a segmented, drip-style nurture series with personalized product tips.
- Results: 45% lift in free-trial sign-ups and a 30% increase in trial-to-paid conversion within 60 days.
“NeedOrder’s email strategies took our onboarding from generic blasts to highly relevant sequences—our trials and revenue both soared!”
— Head of Growth, Leading SaaS Provider