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If you are new to email marketing, you may wish to read our earlier introduction into email marketing and its benefits.
Every marketing initiative needs a plan, and email marketing is no different. The following is a 10 step plan that will give you the best possible chance of creating a successful campaign.
1. Plan your email campaign strategy:
It’s important to plan your email campaign properly and give yourself time to make sure your email campaign is as effective as it can be.
When planning your email campaign, consider the following;
2. Personalise and be relevant
Use the information you have identified about your customers to send them targeted, relevant messages that are interesting and worth reading. Segment your customer list and if possible develop specific offers for each target audience. The better your relevance and targeting the more successful your campaign will be – 80% of an emails success is down to the email being relevant – getting the right message to the right people at the right time; 20% the creative and content. Put yourself in your customers’ shoes and ask yourself what is relevant to them? What type of information would attract their attention and get people to open, read and act on your email campaigns. Do you need to include special offers, coupons or promotions? Would they respond better to valuable information and practical tips they can use? Often the best e-newsletters include a mix of opinions, advice and sales messages or offers.
3. The subject line
An email inbox is a busy place, you won’t get much attention so subject lines are very important and keep your mail relatively short. In order to get the optimum email open rate you need to write a good, compelling subject line for your email – it’s the first thing your customer will see when they are deciding which emails to read and which to delete. Keep your subject line simple, to the point and tell the reader what to expect inside. Don’t use words like “free” which might trigger spam filters, so that you email doesn’t even arrive in the Inbox. Personalising the subject line to the recipient and including your company name works well to encourage high open rates. Remember, your audience will be ‘time-poor’ and you need to grab their instant ‘Attention’.
4. Campaign design
It is very important when designing your email campaign creative that you design a strong wire-frame template and consider these tips. You also need to be aware of issues with some email clients such as Outlook 7 which now ignores some accepted HTML coding. If you need help with your email design, we can design email creatives and templates for you. We have a variety of different email packages available to suit businesses and budgets of all sizes.
5. Channel customers through to an Action
The first hurdle is to get your customers to open and read your email – and this is the first important metric you get in your campaign reporting. Now you need to keep their interest and drive them to an action such as sending them to your home page or a basic product listing page, or whatever action you wish them to take. Tips for designing your email landing page include:
6. Test before you send
It is vital that you test your email campaign before you send it out to potential customers. First impressions count and your credibility is at risk if anything goes wrong. You should send at least 5 test emails to yourself, and to various test email accounts, before you send your email campaign out to your customer list. You should You should create a formal QA test plan that tests:
7. Measure campaign success
Industry research shows that 42% of organisations did not know what their return on investment (ROI) was from their email campaigns. But for those that did, 61% said that email delivers ROI of 300% or more, while 30% reported that their ROI was more than 500%, an increase on last year’s figure of 24%. So you can see, it is very important to make sure that you are monitoring key email marketing metrics such as;
Ideally, each time you send an email, you want to increase the number of people who open and act on it. Analysing your campaign results will help you do this. Email clients such as Outlook won’t help you track email results, manage unsubscribes, or process and remove bounce-backs from your list so you shouldn’t send your emails out using these. We can provide a sophisticated, fully featured yet simple platform solution to send and track all your email campaigns for you.
8. Keep testing and improving
There is no such thing as a one-size fits all step-by-step programme for optimal success, so it’s important to use your campaign results to modify and re-test your campaign – perhaps your subject line could be stronger or your landing page could be improved. Remember to only change one part of your campaign at a time so you can clearly see the effect that change has had on your results the next time you send your email. Other techniques include using A/B testing, where you run pilots with 2 different creative/content emails and assess the response rates for both of them.
9. Keep your email data lists accurate and up to date
However targeted your message and attractive your creative, your email can only be successful if you have an up to date, accurate opt-in data list to send your campaign to. A high bounce-back rate indicates your data list is out of date and a high unsubscribe rate means you aren’t sending relevant emails to customers who want to hear from you. We can help build and manage your email lists for optimum results.
10. Transaction and Integrate cross-channel and media
Transaction email is the basis of using automation in your online marketing. After the click, you start a dialogue with your client or prospect for after-sales or up sell activities. This is a highly effective form of email marketing because it truly is one-to-one based on the relationship between you and the subscriber. To be successful, you need to define your business rules, set frequency limits, and remember the importance of how lag time. When developing the business rules, create a positive experience that reinforces your brand by looking at the process through the eyes of the customer. This technique can be used for the following:
Finally, numerous studies have shown that an integrated multi-channel approach, combining email with other marketing channels, such as social media or direct mail, increases overall campaign response rates and generates higher return on investment.
Email marketing with Heart New Media is the easy, effective, and highly affordable way to get the right message, to the right people at the right time. We will create high-impact, professional-looking emails—that get through spam filters and render correctly in email clients. And, most importantly, you’ll build strong connections with your customers or members that lead to referrals, repeat business and enhanced loyalty.
Discover how the power of Email Marketing with Heart New Media as a partner can help you better connect with your customers and strengthen your relationships with them.
If you prefer to manage your email marketing in-house, we would recommend taking advantage of Constant Contacts free 60 day trial. Founded in 1995 and with more than 300,000 customers Constant Contact, is a business channel partner of Heart New Media and a leading provider of email marketing and online survey tools for businesses, non-profits, and member associations.

Jim Webster
Jim Webster is founder and Managing Director of Heart New Media and a founding Director at fhios, an international customer experience research and design consultancy. His credentials include over 25 years of business success in management, digital strategy, research and design
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Great Article! Thanks!
This was good information. I plan to forward it to my clients who are looking for just this sort of thing. Thank you.
Great tips for creating an e-mail marketing campaign. I love that you talk about the need for campaign specific landing pages several times in this article – it truly is one of the most effective ways to convert and email reader post-click.