E-mail Marketing: The Ultimate Guide

Social media platforms come and go, but email marketing will always survive, at least till we stop using emails. Here's how we do it.
01. Define objectives
02. Define Target audience
03. Set campaign goals
04. Decide e-mail marketing platform
05. Build email list
06. Segment the list
07. Decide email campaign type
08. Content & Design
09. Decide CTAs
10. A/B testing
11. Workflows
12. Remarketing
13. Compliance & Standards
14. Analyze and measure

Our 14-step email-markering process

We don't take a one-size-fits-all route. We personalize it based on your unique requirements and objectives.

01. Define objectives

Why does your brand need email marketing? This is where we start. Your answers can be:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Website Creative Brief

Time frame:
1-3 Days

02. Define Target audience

Who is your target audience? Perhaps, the most important factor for marketing!

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
References/Observations

Time  frame:
2-3 Days

03. Set campaign goals

We set a clear goal for each email campaign. Campaign goals are more granular and can differ from email marketing goals. Goals can include:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Site Map

Time frame:
1-2 Days

04. Decide e-mail marketing platform

From Hubspot to Klavio to MailChimp to mailmodo, several platforms are in the market. We choose a platform based on your goals, budget, audience characteristics, and nature of the campaign such as frequency, target size, geography, compliance etc.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Project Plan

Time frame:
1-3 Days

05. Build email list

A mailing list is a subsection of the target audience and is usually relevant for a specific type of campaign. Examples of lists include:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Optimized Content

Time frame:
2-10 Days

06. Segment the list

We segment the list based on characteristics that are the most relevant to the goals and data collection methods. Here are some examples of segmented lists:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Content Feedback

Time frame:
1-5 Days

07. Decide email campaign type

We decide on an email campaign based on what you want to achieve. Examples of campaign type include:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Visual Design Assets

Time frame:
1-7 Days

08. Content & Design

We follow meticulous process guidelines to capture even the tiniest detail such as optimizing subject lines and preview text for mobile, choosing appropriate character length, right visual hierarchy, and so on

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Design Feedback

Time frame:
2-5 Days

09. Decide CTAs

We go back to your goals to arrive at a CTA. Here are some examples.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Website UI

Timeframe:
2-6 Days

10. A/B testing

We do A/B testing by varying any one of parameters such as design, copy, offer, image, subject line, call-to-action, scheduling time, buttons, brand tone etc. to understand the audience-campaign fit.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Developed Website

Time frame:
2-5 Days

11. Workflows

Here's where we incorporate automation to your benefit. We set up automatic emails based on triggers such as website purchases, clicks, form submissions etc.

We work out a detailed workflow tailored to the goal you want to accomplish.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Testing Reports

Timeframe:
1-3 Days

12. Remarketing

Here's how we gently nudge the customers to take action. For example, we remarket when a user abandons the cart, encounters out-of-stock products, etc. and re-engage past customers with new offers or product upgrades.

We work out a detailed strategy to help you remarket.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Feedback

Timeframe:
2-5 Days

13. Compliance & Standards

An often overlooked area that has the utmost importance is adherence to standards and compliance with laws. Hence, we take measures such as:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Live Website

Time frame:
1-2 Days

14. Analyze and measure

The metrics that matter depend on each campaign’s goals. But at a high level, we make sure to look at the following with respect to the industry benchmark and make sure our performance is as expected.

A few stats across industries (source: hubspot):

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Live Website

Time frame:
1-2 Days

Our 14-step email-markering process

We don't take a one-size-fits-all route. We personalize it based on your unique requirements and objectives.

Building a website:
Our step-by-step process

There's a lot of help you can take from technology. Website designing and building has evolved a lot and what may seem complex can be achieved quite impressively without much of a thought. That doesn't mean you don't need the know-how or a guide to follow. Here's how we do things here.

01. Define objectives

Why does your brand need email marketing? This is where we start. Your answers can be:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Website Creative Brief

Time frame:
1-3 Days

02. Define Target audience

Who is your target audience? Perhaps, the most important factor for marketing!

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
References/Observations

Time  frame:
2-3 Days

03. Set campaign goals

We set a clear goal for each email campaign. Campaign goals are more granular and can differ from email marketing goals. Goals can include:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Site Map

Time frame:
1-2 Days

04. Decide e-mail marketing platform

From Hubspot to Klavio to MailChimp to mailmodo, several platforms are in the market. We choose a platform based on your goals, budget, audience characteristics, and nature of the campaign such as frequency, target size, geography, compliance etc.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Project Plan

Time frame:
1-3 Days

05. Build email list

A mailing list is a subsection of the target audience and is usually relevant for a specific type of campaign. Examples of lists include:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Optimized Content

Time frame:
2-10 Days

06. Segment the list

We segment the list based on characteristics that are the most relevant to the goals and data collection methods. Here are some examples of segmented lists:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Content Feedback

Time frame:
1-5 Days

07. Decide email campaign type

We decide on an email campaign based on what you want to achieve. Examples of campaign type include:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Visual Design Assets

Time frame:
1-7 Days

08. Content & Design

We follow meticulous process guidelines to capture even the tiniest detail such as optimizing subject lines and preview text for mobile, choosing appropriate character length, right visual hierarchy, and so on

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Design Feedback

Time frame:
2-5 Days

09. Decide CTAs

We go back to your goals to arrive at a CTA. Here are some examples.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Website UI

Timeframe:
2-6 Days

10. A/B testing

We do A/B testing by varying any one of parameters such as design, copy, offer, image, subject line, call-to-action, scheduling time, buttons, brand tone etc. to understand the audience-campaign fit.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Developed Website

Time frame:
2-5 Days

11. Workflows

Here's where we incorporate automation to your benefit. We set up automatic emails based on triggers such as website purchases, clicks, form submissions etc.

We work out a detailed workflow tailored to the goal you want to accomplish.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Testing Reports

Timeframe:
1-3 Days

12. Remarketing

Here's how we gently nudge the customers to take action. For example, we remarket when a user abandons the cart, encounters out-of-stock products, etc. and re-engage past customers with new offers or product upgrades.

We work out a detailed strategy to help you remarket.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Feedback

Timeframe:
2-5 Days

13. Compliance & Standards

An often overlooked area that has the utmost importance is adherence to standards and compliance with laws. Hence, we take measures such as:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Live Website

Time frame:
1-2 Days

14. Analyze and measure

The metrics that matter depend on each campaign’s goals. But at a high level, we make sure to look at the following with respect to the industry benchmark and make sure our performance is as expected.

A few stats across industries (source: hubspot):

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Live Website

Time frame:
1-2 Days

01. Define objectives

Why does your brand need email marketing? This is where we start. Your answers can be:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Website Creative Brief

Timeframe:
1-3 Days

02. Define Target audience

Who is your target audience? Perhaps, the most important factor for marketing!

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
References & Observations document

Timeframe:
2-3 Days

03. Set campaign goals

We set a clear goal for each email campaign. Campaign goals are more granular and can differ from email marketing goals. Goals can include:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Site Map

Timeframe:
1-2 Days

04. Decide e-mail marketing platform

From Hubspot to Klavio to MailChimp to mailmodo, several platforms are in the market. We choose a platform based on your goals, budget, audience characteristics, and nature of the campaign such as frequency, target size, geography, compliance etc.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Project Plan

Timeframe:
2-3 Days

05. Build email list

A mailing list is a subsection of the target audience and is usually relevant for a specific type of campaign. Examples of lists include:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Optimized Content

Timeframe:
2-10 Days

06. Segment the list

We segment the list based on characteristics that are the most relevant to the goals and data collection methods. Here are some examples of segmented lists:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Content Feedback

Timeframe:
1-5 Days

07. Decide email campaign type

We decide on an email campaign based on what you want to achieve. Examples of campaign type include:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Visual Design Assets

Timeframe:
1-7 Days

08. Content & Design

We follow meticulous process guidelines to capture even the tiniest detail such as optimizing subject lines and preview text for mobile, choosing appropriate character length, right visual hierarchy, and so on

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Design Feedback

Timeframe:
2-5 Days

09. Decide CTAs

We go back to your goals to arrive at a CTA. Here are some examples.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Website UI

Timeframe:
2-6 Days

10. A/B testing

We do A/B testing by varying any one of parameters such as design, copy, offer, image, subject line, call-to-action, scheduling time, buttons, brand tone etc. to understand the audience-campaign fit.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Developed Website

Timeframe:
2-5Days

11. Workflows

Here's where we incorporate automation to your benefit. We set up automatic emails based on triggers such as website purchases, clicks, form submissions etc.

We work out a detailed workflow tailored to the goal you want to accomplish.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Testing Reports

Timeframe:
2-3 Days

12. Remarketing

Here's how we gently nudge the customers to take action. For example, we remarket when a user abandons the cart, encounters out-of-stock products, etc. and re-engage past customers with new offers or product upgrades.

We work out a detailed strategy to help you remarket.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Feedback

Timeframe:
2-5 Days

13. Compliance & Standards

An often overlooked area that has the utmost importance is adherence to standards and compliance with laws. Hence, we take measures such as:

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Live Website

Timeframe:
1-2 Days

14. Analyze and measure

The metrics that matter depend on each campaign’s goals. But at a high level, we make sure to look at the following with respect to the industry benchmark and make sure our performance is as expected.

Output:
Website Creative Brief

Timeframe Estimate 1-3 Days

Output:
Live Website

Timeframe:
1-2 Days