How to do email marketing: Step-by-step guide

Collate a list

You will certainly have to keep in mind the metrics for successful email marketing campaigns are the growth and quality in your subscriber list. You’ll want to create lists that have a variety of categories. This is sometimes done by audience, personal preferences, or category but don’t do which will include everyone into a single pot and presume it will work!

Examine the prospective customers or clients whose interests you want to add contact with and why they should receive these communications. Use an Excel spreadsheet or your email marketing tool to generate a list of all names. Clearly label the list so you can be able to find it easily, and also track productivity.

Choose an email marketing tool

Email marketing tools are plentiful, so you’ll have to engage in some research to find the very best one for your particular store. There are several guidelines pertaining to the number of contacts you can have in your database, some tools charge based on the number of clients you sustain whereas others can be used at no charge. That is why keeping your contact list up to date is essential, as you ll be paying to use it. A few tools to look into are:

  • MailChimp
  • HubSpot
  • Marketo 
  • GetResponse

Plan an email workflow

A workflow is a sequence of customized automated emails that are arranged in a specific order to arouse or guide a prospective customer to take a specific action. There are different steps needed to set up one.

Set a goal for your workflow—For example, it could be to convert prospects into paying customers.

Create enrollment criteria—This specifies the values of people who undergo your workflow by the settings you desire. For instance, your criteria could be that anyone who downloaded a particular ebook enters this workflow.

Think about your email assets – This could be an action button to drive someone to a blog post or a custom landing page for a free trial signup.

Create your emails – Once you know your goal and have the assets in place, think about what action you’ll be taking for each step in the journey and the touchpoints.

Make your workflow run on a regular basis and keep an eye on it! – Use daily to update and check on your flows to ensure that the ones in progress are accurate and the related persons are being added. Make any necessary modifications right away.


Plan a calendar

An email calendar can be used like an editorial or social media calendar. It is an organizing tool for locating and sending email marketing campaigns to target markets. Decide on how often you want to communicate with different segments or groups and set individual goals for different email marketing campaigns. After all your email campaigns have been tracked by date, you can determine which segments to keep in touch with or groups to target in the future. Make sure you understand exactly when and in what circumstances your email recipients will check your messages. Some filters will work better than others depending on the timing and audience, so test these options to determine which ones are ideal for your lists.

Plan Your Email Campaigns

Download our helpful calendar template below to get a head start on planning your email campaigns for 2023! The calendar incorporates a list of holidays you can plan for, along with a color-coded key to make it simpler to arrange your deals to the greatest potential. Obtain our easy calendar template here to start to plan your email marketing efforts into the coming calendar year right away. It features an exciting list of holiday celebrations you can prepare for along with color-coded key layout to generate your email marketing program very stressful free.


Write email copy

As a marketer, you have to understand how to communicate with your customers based on their personality. From there, you can tailor your marketing to reach more customers in one way or another. With an email, a subject line becomes crucial as it ‘s the first thing a person sees in their inbox. Go to A B testing mail subjects with certain groups and look at their performance as a way to schedule your copy. It’s also crucial to keep your messages succinct and to keep your CTAs effective. After writing each promotional email, it’s important to follow a list containing different abilities and copywriting tips to ensure that your messages remain as clear and direct as possible so that customers can take your desired action.


Press the send button

Now that you’ve done all of the work, it’s time to see how the gurus at your work operate. Go through all the correspondence (with copy, subject line, signature, and ensure that your links are operational) and then run freely!


What is email marketing?

Email marketing is a form of direct marketing that uses electronic mail as a means of communicating commercial or fundraising messages to an audience. In its broadest sense, every email sent to a potential or current customer could be considered email marketing. However, the term is usually used to refer to: 

Sending emails with the purpose of enhancing the relationship of a merchant with its current or previous customers, encouraging customer loyalty and repeat business, acquiring new customers or convincing current customers to purchase something immediately, and/or adding advertisements to emails sent by other companies to their customers. 

Email marketing can be done to either cold lists (those without any prior relationship with the recipient) or warm lists (those who have already been through some sort of interaction, such as receiving an information packet from the company).

What is email marketing best for?

Email marketing can be used for a variety of purposes, such as growing a customer base, increasing sales, or fostering relationships. However, it is most effective when used to cultivate relationships with potential and current customers. By regularly sending engaging content, businesses can encourage customers to keep them in mind when making purchasing decisions. Additionally, email marketing can be used to nurture leads by providing relevant information and special offers tailored to their interests. Done correctly, email marketing can be an invaluable tool for growing a business.

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What is the purpose of emails?

Email marketing can be one of the most effective ways to reach out to potential and current customers. By sending out regular emails, businesses can keep their name in front of customers and remind them of the products or services they offer. Emails can also be used to announce sales or special promotions, send coupons or discounts, or provide useful information such as tips or advice.

When done correctly, email marketing can be a powerful tool for any business. By taking the time to create interesting and informative emails, businesses can build strong relationships with their customers and keep them coming back for more.

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