Email Marketing: Strategy, Tools and Templates to Succeed

Email Marketing For Beginners

Email marketing is a sort of direct marketing in which targeted, bulk emails are used to educate and persuade leads to do a certain action, such as making a purchase.

The act of sending promotional messages to a large number of individuals is known as email marketing. Its purpose is usually to produce sales or leads, and it may include advertising.

Reference: Optinmonster, Neil Patel

In email marketing, there are several factors to consider before initiating email ads. The content in your emails should be relevant to your subscribers' lifecycle stage and last engagement. Include personal events that have been relevant to your list.

Always sign off with a personalized signature and include a relevant call-to-action. List segmentation has also come into play thanks to automation, which allows you to send highly targeted emails. But how do you know which strategy is right for you? Let us break down the main elements of effective email marketing for beginners.

Build trust with your subscribers

Building trust with your subscribers through email marketing is crucial for converting them into paying customers. Email marketing is the most common form of communication for businesses. However, it is also important to keep in mind the following guidelines:

Your trust bank is a valuable resource that you can use to gain trust from your audience. By learning what your subscribers are looking for in an email, you will be able to make better decisions about your content, strategy, and timing.

This is important because marketing has become so information-driven and time-consuming that trust can easily get diluted. Building trust requires time and effort. So, here are some tips to build trust with your subscribers through email marketing.

Establish a clear identity. People tend to trust brands they know and trust when they see a picture of the owner of the brand.

To achieve this, establish a recognizable sender name and send a personalized email. Remember to avoid using too much advertising—a well-designed email should be relevant to its subscribers' interests. This way, it is easier to convince them to buy your products and services.

Offer freebies. Providing freebies to your audience builds trust and rapport. Once your subscribers are loyal, they will be more likely to buy your products or sign up for your services.

In addition to freebies, non-sales content will help you build rapport with your subscribers. Sales pitches and promotional messages turn your audience off. And a personalized welcome email will help you improve your open rates and click-through-rate.

Try to use that to your advantage if your contacts are unresponsive to your emails. Ask them if they would like to receive mail from you again. Otherwise, remove them from your database. That way, your subscribers will understand what your emails are for.

You'll never know when your contacts will start to become unresponsive, so be humble! You'll build trust with your subscribers through email marketing. You should also be reliable and trustworthy.

Sort your email list

Segmenting your email list for email marketing can help you target customers based on their interests and behaviors. However, segmentation should not be used as a quick fix. You need to conduct a comprehensive spring cleaning of your list to ensure that you are not sending unsolicited email to your contacts.

While the batch and blast method has worked wonders for many marketers in the past, it is now time to step up your game and get real results from your email campaigns.

If you're a small business, it's wise to focus on one or two significant differentiators that differentiate your company from your competitors. For example, if your target market is business owners, you may want to segment your email list based on their job title or function.

The VP of marketing won't be interested in the same promotional email as an entry-level copywriter. The VP of marketing is the decision-maker. Depending on where the lead lives, your offer might differ.

In addition, segmenting based on geography may help you communicate regional shipping restrictions. If you have a store in a particular region, you can use location-based segments to only communicate with customers within that area.

You can also segment your email list according to common subscriber traits. If your list includes a lot of new subscribers, you should send personalized emails to them. These emails should feature exclusive content aimed at new subscribers and provide social proof.

Parade underwear divides its email subscribers into groups based on their interests and how they use email.

Another way to segment your list is to consider the location of your subscribers. If your subscribers live in a specific city or state, you can send them information related to your location.

You can also use demographic information about your subscribers, such as their age, gender, and marital status. It may be helpful to segment your list by geographic location. Geo-location-based segments are a great way to drive sales, especially if your business has a brick-and-mortar location.

Customize your emails for marketing campaigns

When generating emails for your email marketing campaign, it is important to personalize your content and subject line. Personalization creates a stronger connection between you and your subscribers. Moreover, it shows the reader that you've taken the time to think about them.

The more personal your content is, the more likely your readers will open it. Here are three techniques for email personalization. Use them wisely. These tips will make sure that your email campaigns get the attention of your subscribers and boost your return on investment (ROI).

One way to personalize your emails is to use your subscribers' names in the greeting and "To" fields. You can also use marketing automation software to personalize your emails. Personalization can be based on need-to-know factors like the persona of your prospects.

You can also test content strategies based on how well your prospects know your product. The more personal your emails are, the more likely your readers will open and click on them.

Another effective way to personalize your emails for email marketing is to schedule them to be delivered in their time zone. By sending emails at 7 PM in your time zone, they'll arrive at midnight in your recipient's inbox.

This technique is highly effective in increasing your open rates. Moreover, it doesn't take too much time to set up. You can automate this process using software such as MailChimp.

Email personalization is an excellent way to increase your email marketing metrics and build customer loyalty. In this way, you can make every email a unique experience for each subscriber. Personalization allows you to leverage data about your subscribers to create content that will be useful to them. This will help you create more relevant emails.

Customizing emails will encourage your customers to interact with your emails and make them feel important to you. This method is also effective in removing annoyance from your users' email experiences.

Another effective way to personalize your emails is to add a person's name to the subject line. Adding a name to the subject line is a great way to stand out in a crowded inbox. It can also increase your click-through and conversion rates.

Adding a person's name to the subject line will help your email stand out from the rest of the crowded inbox. The next level of personalization involves grouping your contacts according to their interests or behaviors. This way, you can tailor your email experience to different types of subscribers.

Track results in your campaigns

If you've been using email to promote your business for some time, you may be curious to know the results of your campaigns. To measure the success of your email marketing, you should calculate your conversion rate. Your conversion rate is the percentage of your subscribers who take some kind of action after reading your emails.

If your conversion rate is higher than expected, you can tweak your marketing campaign to make it even better. But how do you calculate your conversion rate? Here are a few tips to get you started:

Open Rate: Your open rate is an important metric, but it's just one part of your campaign's success. The open rate is not the only metric to track, and it can be misleading. The click-through rate indicates how many recipients clicked on the links in your emails.

Your email interaction rate also tells you which content your customers like to see. By paying attention to these metrics, you can make changes to your content and make it work better for your customers.

To determine the value of each new subscriber, you need to calculate the revenue from your marketing campaign. Divide your total revenue from email marketing by the number of subscribers you have. If your email campaign has successfully delivered an email to 100,000 subscribers, you can calculate your revenue per email. For example, if you have ten cents of revenue per email, your email marketing campaign is a success. The higher the revenue per email, the higher the ROI.

Click-to-Goal Rate: The Click-to-Goal Rate of an email campaign is a key metric for measuring the success of the campaign. A high CTR indicates that the message has been opened by the recipient. A low CTR means that the email was opened but did not get a single click. However, if you manage to get twenty people to click through your email, it would be a great start. You can learn more metrics from your email reporting.

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woman checking at the notice exaplining the concept of email marketing

How to grow your email list

When most individuals want to establish an email list, they include an optin form on their website and hope that people sign up. Unfortunately, this method does not always succeed.

You must attract folks to your email list by making an appealing offer. A lead magnet is required.

What is lead magnet in email marketing?

A lead magnet is something fantastic that you give away for free in return for an email address. It doesn’t have to cost you anything to develop; most lead magnets are digital assets like PDFs, audio files, a software access, or movies that you can make yourself at minimum or no expense.

The bottom line is to provide with the needs of your audience in mind.

Find a few examples of lead magnet below:

1. eBook

2. A webinar replay access

3. A free consultation or quote

4. A free DIY or DFY

5. A cheat sheet

6. A Coupon

7. Business case studies or white papers

8. A free access to premium mentorship community

9. A free access to industry survey report

10. A free access to trials

11. A free invite to paid offline events

Qualities of a good lead magnet

What makes a good lead magnet is the weight of the value you offer. The audience compares a lot. They know what they need and when that need is being met with an irresistible offer, they don't hesitate.

In a nutshell, a lead magnet should house the following:

1.Consumable: Lead magnets are only successful if the audience uses them, therefore delivering a 300-page manifesto will not result in traction.

2. Actionable: Lead magnets must deliver an actionable tool, skill set, or relevant knowledge to your audience.

3. Produces visible improvement: People will continue to buy items and services that operate well. If your lead magnet is as useful as your products and services, it will be successful.

4. Relevant: If you've done your research on your prospects, you'll have no issue creating a lead magnet subject that addresses problems.

5. Availability: People need rapid pleasure, therefore provide it to them right now. Check out 4 Ways to Deliver a Lead Magnet to learn how simple it is to distribute your lead magnet with OptinMonster.

How Email Marketing Works

Email marketing is one of the most effective tactics, thanks in part to its simplicity and automation.

In its most basic form, a great email marketing campaign necessitates three key components:

#1. Let’s talk about your email list

An active email list is required for successful email marketing. This is a list of email addresses that have shown an interest in receiving marketing emails from your company.

There are several methods for building an email list. One of the simplest is to develop a lead magnet (also known as an offer) that your target audience would appreciate, such as a voucher, in return for their email addresses.

#2. You need an email service provider

Email service provider (ESP), commonly known as an email marketing platform, is software that assists in the management of your email list. It also facilitates the creation and execution of automated email marketing campaigns.

Using an ESP enables you to automate activities based on the actions of your target audience. These allow you to customise each connection with them, hence increasing engagement and conversion rates.

#3. Set your goals

Email marketing may be used to achieve a variety of corporate objectives. For example, email marketing may be used to:

increase revenue and brand recognition

lead generation and nurturing

Maintaining client engagement improves customer retention and lifetime value

To execute an efficient email marketing campaign, your email list, email service provider (ESP), and objectives must coincide. Then you may begin working.

The initial step is to segregate your email list based on subscriber characteristics or activities.

The initial step is to segregate your email list based on subscriber characteristics or activities.

Next, build an email or a series of emails intended to motivate customers to take action.

Use your ESP to send emails and automatically track the campaign.

Why do I Need Email Marketing for my Business

Like every other marketing medium, email marketing has advantages and disadvantages. Let's briefly examine a few of the most significant:

What are the Advantages of Email Marketing?


When a consumer gives you their email address, it is akin to being given the keys to their home. Instead of turning up uninvited, gaining permission to enter enhances the likelihood of engagement and conversion.

Peer to peer direct contact

You may contact with subscribers directly on their timetables. In addition, because individuals check their email everyday, it is probable that your email will be read.

You can manage the audience

With the majority of other marketing platforms, you do not possess the platform. If the platform ceases to exist, your efforts will be lost.

You own the relationships you develop with your email subscribers.

You can segment or personalize

Using demographic or psychographic data, you may construct hyper-targeted, customised marketing. According to research, tailored and targeted marketing may improve income by as much as 760 percent.

It can be measured and it is scalable

Measuring the efficacy of a marketing effort is essential, and automated email marketing makes it easy to do so.

Email marketing initiatives may be scaled without straining resources or sacrificing quality.

What are the disadvantages of email marketing

Highly competitive

It might be difficult to stand out in an overcrowded inbox. You must be inventive if you want your emails to be seen and opened.

You need to have your email list

Email marketing requires an established email list for campaigns to be effective.

Impeding Email Rules and Regulations

There are several regulations limiting the business usage of email. Common examples are the General Data Protection Regulation (GDPR), the Can-Spam Act, and the Consumer Data Protection Act (CDPA). All of these prohibit sending unsolicited emails.

Unfortunately, some subscribers identify your emails as spam even after subscribing to your mailing list. Consequently, your sender reputation suffers.

Deliverability not guaranteed

The delivery of your email to recipients' inboxes is not guaranteed. To conduct successful email marketing campaigns, you must address delivery and deliverability challenges.

What Email Marketing Services Work?

Two things that you will need before emailing any one are their permission and a business email address.

If you got their email addresses through lead magnet or optin-form, then you've got their permission.

The next step is to choose an email service provider. These service providers provide the necessary infrastructure for sending mass emails and broadcasts.

If you send mass emails without this, your messages will be marked as spam. In addition to your subscribers not receiving your emails, your normal emails to your staff and clients will also be affected.

That implies you won't be able to send clients emails as frequently as you need to maximize conversions/sales.

Email service companies manage all the necessary paperwork and costly complications. You need just register to utilize their service.

Check out some of the best email services today:



GetResponse has a rating of 4.3 stars based on 30 customer reviews, suggesting that the majority of consumers are happy with their purchases. GetResponse is the eleventh-ranked site for Email Marketing.

As a comprehensive internet-based marketing platform, it helps companies develop permission-based mailing lists, boost conversion rates, boost profits and raise consumer trust.

GetResponse is a good example of this. Every month, GetResponse serves more than 350,000 active users from 182 countries, interacts with more than 1 billion subscribers, and sends over 10 billion permission-based emails, all with a deliverability rate of 99.3 percent or higher on average.

Constant Contact

This email marketing service is one of the world's largest and best email marketing platforms. With templates and drag-and-drop editing capabilities, you can manage your subscribers and create professional email designs.

Because of features like automatic product suggestions and shoppable emails, the solution is ideal for e-commerce email marketing campaigns. Plans begin at $20 per month.


Sendinblue is an SMS marketing program as well as an email marketing platform for enterprises. And it's all in a simple marketing platform with drag-and-drop capabilities for creating extremely engaging emails, automating workflows, and segmenting consumers.

With Sendinblue's branding, you may send up to 300 emails every day for free. Paid options begin at $25 per month, with SMS available for an extra fee dependent on your sending requirements.

Sendinblue is ideal for small businesses performing straightforward email campaigns. It features a robust feature set that includes a CRM, live chat, and SMS, among other things.


ConvertKit is a good alternative if you are just getting started but know you will need sophisticated functionality in the future, such as complicated autoresponders (which you can simply create with ConvertKit Tags and OptinMonster). It's similar to a CRM application, but without the hefty price tag.

ConvertKit's target audience includes professional bloggers, authors, and presenters.

Pricing begins at $29 per month for up to 1,000 members and gradually increases from there.


Mailchimp is a well-known email marketing program. It is ideal for those who are just getting started because it is simple to set up and has a straightforward user interface.

Mailchimp is the greatest free email marketing solution since it offers a free plan for up to 2,000 subscribers.

However, if you wish to use autoresponders or other strong features, you must upgrade to a premium subscription. Paid plans begin at $10 per month and can reach $30 for 2,500 subscribers. The longer your list, the more you'll have to spend.


HubSpot is well-known for their CRM platform, but they also provide effective email marketing tools for small businesses.

You may simply generate stunning emails without the aid of a designer using the drag and drop editor and ready-made templates. Personalization tools, A/B testing, and other features are also included.

HubSpot allows you to send up to 2,000 emails every month for free. You may subscribe to a premium subscription beginning at $45 per month if you want to send more emails and eliminate the HubSpot branding.


MailerLite enables you to generate response emails and autoresponders with built-in A/B testing functionality. Additionally, you may send emails to select subscribers.

You may begin for free with up to 1,000 subscribers on your list.


Drip is a solution for marketing automation that enables users to design complicated email automation processes and conditional statements inside email message.

Campaigns, processes, and triggers are structured, and Drip may be as basic or sophisticated as necessary. With Drip and OptinMonster, creating lists and nurturing leads is even more straightforward.

Both the Basic plan at $49/month for up to 2,500 subscribers and the Pro plan at $99/month for up to 5,000 subscribers include a 14-day trial period. Enterprise customers (more than 5,000 members) must obtain a quotation.

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Email Spam Checker

The fear of every email marketer is ending up in the spam folder of the target audience. But you don't have to be battling with such fears anymore.

Here are tools that can successfully help you resolve that:


GlockApps displays your email's delivery status in real time, including whether it got in the Inbox, Spam bin, Promotional or Social tabs of Gmail, or whether it was never sent. Personal accounts are free, with costs increasing thereafter.


MailGenius examines your emails for potential spam indicators. You may utilize it to ensure that your emails reach the inboxes of their intended recipients. MailGenius is a free application.


Hyperise is best for email personalization.

Hyperise is the most effective solution available for customizing email marketing efforts. It enables you to add dynamic, unique graphics to each of your emails, including social network profile photographs.


This email marketing software takes your campaign to the next level with massive testing and tracking features.

Crafting Result-Driven Email Marketing Newsletters

The success of your email marketing strategy is cemented on the copy. How then do you write a targeted copy for email subscribers with high conversion rate?

Cheat Sheet For Email Marketing Ads

Take this hack seriously like your company next revenue depend on it.

Understand your Audience

Knowing your target demographic is the first step in writing persuasive email marketing text. This will allow you to more effectively segment your list and develop hyper-targeted email content.

Craft a Disruptive Headline

Headline generator tools like Coschedule comes handy.

Five things you should take note of when developing result-oriented email subject headlines are:

The use of keywords

Narrow content to needs of the audience

Personalize your email

Use active tone

End with call to action

Crosscheck your Preview Text

The preview text for an email shows directly below or below the subject line. It is limited to a maximum of 140 characters and serves as an invitation to open the email. A well-optimized preview text extends the subject line and strengthens the value offer.

Utilize Storytelling

Use attention grabbing storytelling techniques to sustain audience interest.

Optimize your Sentences

The busy schedules of people does not allow for long read. Making your sentences short and precise helps. Go straight to the point. Use bullets point and avoid complicated sentences.

Initiate Persuasive Psychology

People's brains are programmed to respond in unique ways to certain stimuli. Make use of psychological cues to guide your audience toward the accomplishment of your campaign's goals. As an illustration, consider the following:

Powerful colour combo

The fear of missing out (FOMO)

Social proof

With these few points, you should be able to crush your email marketing campaigns and gulp massive ROI within the shortest time frame.

If you would want my team to help you reach more customers with email marketing, reach out to me here.

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