Beefree blog

10 Engaging Birthday Email Examples + Strategies

Emily Santos
Emily Santos
Nov 17, 2023
10 Engaging Birthday Email Examples + Strategies

When it comes to making your customers feel special, nothing says "We're glad you're here" like a personalized birthday email. Not only that, but they are great sources for driving up engagement and strengthening brand loyalty.After all, who doesn't love a freebie or a discount to spoil themselves with?Whether you're currently sending birthday emails or want to start, below you'll find some of our best strategies for crafting and optimizing birthday messages that delight your recipients.

What is a Birthday Email?

Birthday emails are powerful automated email campaigns brands use to provide a more personalized customer experience. While on the surface, they might seem like a simple gesture to brighten your customer's day. These emails are strategically crafted and inserted into every big e-commerce brand’s email marketing efforts.

What is the Purpose of a Birthday Email?

Birthday emails have multi-purposes. While they are created to help celebrate a subscriber's special day, they also drive up email engagement and brand loyalty. Here’s how:

  • Deepen Subscriber Connection: A personalized birthday wish can strengthen the bond between a brand and its subscribers. A simple message can make your subscribers feel important, keeping you at the top of their minds the next time they purchase. 
  • Drive Sales: Exclusive birthday discounts or offers can incentivize subscribers to purchase. 
  • Boost Engagement: Birthday emails often see higher open and click-through rates than regular promotional emails.

Do Birthday Emails Work?

Absolutely! When it comes to engagement metrics, birthday emails are the party animals of the email marketing world. In fact, according to Experian, birthday emails generate “179% more clicks, 481% more transactions, and 342% more revenue per email.”Our educated hypothesis is that everyone loves a little extra attention on their birthday, and when brands deliver that in the form of tailored offers and heartfelt messages, subscribers are more likely to engage (and buy)!

10 Happy Birthday Email Examples (and  their strategies)

Birthday emails are a unique blend of celebration and strategy; finding the right balance is important. We've scoured the email universe and handpicked 12 of the best birthday emails. Each example showcases a different approach, from heartwarming messages to irresistible offers.As we unwrap each one, you'll discover what makes them stand out and drive results. By the end of this list, you'll be brimming with ideas and ready to craft birthday emails that resonate and convert.

Make your offer stand out 

This birthday email example from Chipotle showcases a brilliant marketing strategy. The "Gift of Guac" is not only quirky and engaging but also entices the receiver with a tempting offer on one of Chipotle's delicacies. Not only that, but the offer is applicable anytime during their birthday month, which promotes return visits.In addition, the call-to-action button attracts the reader's eye and offers clear instructions for the next steps.

chipotle birthday email example

Keep it Simple and Stay on Brand 

When it comes to birthday emails, Outdoor Voices nails it by embracing the beauty of simplicity.A common mistake with birthday emails is that it is really easy to go overboard. Outdoor Voices does a great job of embracing the “less is more” approach to design and copywriting, which aligns with their overall brand identity.Another differentiating factor, when compared to Chipotle’s approach above, is that the offer is not the star of the email. Instead, the customer is. This strategy is great for strengthening connections with readers as they often feel less “sales-y. ”Regardless, they do a great job of ensuring the offer is still noticed by adding an on-brand CTA that stands out.

Outfoor voice birthday email

Nike's birthday email also beautifully embodies its athletic and dynamic brand essence. Featuring an athlete surrounded by playful hand-drawn elements, the email captures attention and reinforces Nike's iconic image. The straightforward offer of a 10% discount on a $100 purchase, combined with the exclusive feel of 'Member Access,' effectively incentivizes the recipient to shop.

nike birthday email example

Use a Humorous Approach

The following birthday email from Markiplier incorporates humor to create a memorable and light-hearted message. The message feels personable as it makes a joke about aging that a friend would make, yet emphasizes genuine appreciation.The offer for a discount on Markiplier store items adds an incentive to the comedic touch. If there's a lesson here, it's this: a good laugh can reel 'em in, but pairing it with a genuine offer? That's the cherry on top!

Markiplier humorous birthday email example

Exclusivity For The Win

If you're an avid Sephora shopper, you'll know their birthday mini sets are (unfortunately) not curated for the individual; however, this email makes you feel like it is.While using your reader's name is a great example of personalization, in this case, it isn't the star of the show.Sephora's unique layout, design, and use of high-quality images exude the feeling of "these were hand-picked just for you." The use of supersized imageslaid out was intentional to make these "minis" feel larger (and, in turn, more exclusive) than they are, which likely makes "Mary" feel special.They also subtly hint with a subtitle that "Mary" is receiving this exclusive offer because they are part of their "beauty insider" program, further promoting the feeling of exclusivity and encouraging customer loyalty.

sephora beauty insider exclusive birthday email

Time Is Of The Essence? or Not? 

The following two emails offer a different approach to birthday offer expiration dates.PixelBoosts offers a 30% discount to be redeemed within three days. Crafted for those looking to renew their subscriptions, this birthday email does a good job of blending the personal touch of a birthday email with a gentle nudge toward "stick around with us!"

PixelBoost birthday email example

On the other hand, the email below extends the festivities and gives the reader the entirety of their month to redeem their discount. The phrase "pick your own present" offers a sense of autonomy and personalization.

birthday email campaign

There are pros and cons for both strategies.While offering limited-time offers such as PixelBoost can be a great way to encourage urgency and conversion, finding the right time to send this email is important. According to Campaign Monitor, 55% of birthday emails are sent on the recipient's birth date. For limited offers such as 3 days, the challenge comes with not knowing whether the recipient will open the email in time as they might be taking some much-needed R&R.For birthday emails with a much longer deadline, while they offer recipients ample time to open and purchase, you risk them forgetting about your offer. In this case, reminder emails will be essential, turning birthday emails into birthday campaigns.As always, we recommend testing and monitoring what works best for you and your organization.

Personalized Product Recommendations

According to Epsilon, "80% of consumers say they're more willing to purchase when provided with a personalized experience." While, a birthday email alone is a strong example of this, Rachel Jackson's birthday email takes it one (or ten) steps further. 

While we usually see product recommendations being personalized with the power of dynamic content and consumer behavior, Rachael Jackson takes a unique, maybe simpler, but still impactful approach using the recipient's birthstones. 

The use of high-quality images and meaningful descriptions engages the recipient to learn more about their birthstone, which only further helps promote the feeling that "this was made for me." 

rachel jackson jewelry birthday emails

Use Interactive Elements 

When done right, videos, gifs, and polls are great ways to catch your readers' attention and guide them toward the desired action.While the email below is simple, the animated birthday cake and candle GIF catches the reader's eye and embodies the essence of celebration, warmth, and festivity. Again, while simple, the GIF enhancesthe user experience, making the offer more enticing and the email more interactive.

animated birthday cake and candle GIF

Loyalty Points Boost

Simons' birthday email effectively leverages a loyalty program by offering double points on the largest purchase made during the birthday month. The CTA "treat yourself" is strategically used to encourage a larger-than-usual purchase, possibly enticing the reader to buy something they might have been eyeing for a while. The double points incentivize the consumer as they are more willing to buy, knowing they will receive something in return.

Simon isn't just sending out birthday wishes but making it a win-win for everyone.

simon birthday email

Best Practices for Engaging Birthday Email Campaigns

The best birthday emails are more than just a celebratory message; they're an opportunity to deepen your connection with your subscribers. To make sure that your birthday wishes stand out in a crowded inbox, it's important to follow some tried-and-true best practices.From creating an automatic birthday campaign to the art of the perfect call-to-action, here are our top secrets to crafting unforgettable birthday emails.

Automation is Your Birthday Campaign BFF

No one is to be left behind. Setting up an automated birthday campaign ensures subscribers feel acknowledged on their special day. It's not just about convenience; it's about consistency.Automation permits timely and personalized gestures that say, "We remember, and we care."

Send More Than One Birthday Email 

One email is great, but why stop there? Celebrating a subscriber's birthday isn't just about the day itself; it's about the anticipation and the afterglow.Start with a warm pre-birthday greeting, followed by the main birthday wish, and perhaps a gentle reminder or a thank-you note a day or two later. It's a prolonged celebration that keeps the connection alive and makes your brand memorable.

Ensure a Smooth Redemption Process 

If you're gifting your subscribers a birthday treat (and we highly recommend you do!), make the redemption process a breeze. The last thing you want is for them to jump through hoops on their special day. Whether it's a discount code, a freebie, or exclusive access, ensure they can claim it effortlessly.Part of this is ensuring a clear and compelling CTA. Whether you're nudging them to shop a birthday sale, read a special message, or claim a gift, your CTA should stand out.

Design Unforgettable Birthday Emails with Beefree

Whether it's a heartfelt message, a special discount, or an exclusive offer, it is proven that birthday emails strengthen brand-consumer relationships. And with only 31% of retail email marketers sending birthday greetings, there's a huge opportunity for you to stand out.As shown above, playing with color, layouts, images, and interactive elements is the name of the game. And while it might seem challenging and time-consuming at first, it doesn't have to be.With an intuitive drag-and-drop interface and a catalog of over 1,600 templates, Beefree makes designing birthday emails a piece of cake ;).Not sure where to start? Try this free birthday email template.

Marketing Agency Email Templates to Enhance Your Communications

Learn how your agency can balance multiple brands and email campaigns while saving time with HTML email marketing templates.
Emily Santos
May 17, 2024

For marketing agencies and their clients, email marketing serves as a powerful method of acquiring and retaining clients. In a 2023 survey, 50% of B2B marketers name email as their most effective marketing channel, performing 13% better than social media posts and 11% better than social media ads.

This emphasis on the importance of email marketing, while opportunistic, also presents a new wave of challenges for agencies to tackle.   

Unique challenges in agency email marketing

As a marketing agency in the digital age, staying on top of evolving trends, strategies, and algorithms is hard enough. The pressure to perform doubles when paired with client expectations to quickly develop, monitor, and execute the latest. 

So, how can agencies balance multiple brands and clients wanting to experiment with the newest trend with tried-and-true best practices while maintaining brand integrity?  

Email templates have proven to be a great asset in cutting down email production speed and increasing efficiency and productivity. Jim Maddock, Freelance Email Developer and CRM Consultant has developed over 670 emails for a wide range of departments, artists, and organizations, all extensions of only a few templates he built with Beefree customized to fit different brands. 

Benefits of using HTML email templates vs. custom coding or text-only emails

The days of email specialists and developers being the only ones involved in the email design process are long gone. Text-only emails are now mostly reserved for everyday communications, while HTML emails are used by a wide range of brands and organizations for internal communications and marketing material. 

Unlike text-only emails, HTML emails are dynamic, engaging, and personalized to showcase a brand’s identity and instill brand recognition in readers. 

Because all email-sending platforms support HTML,  email makers benefit from peace of mind knowing that their emails will display as intended across devices and email clients. 

While historically, manually coding HTML emails is known to be time-consuming and tedious work, the rise of no-code email builders is saving agencies valuable time and resources when building emails. To take it one step further, HTML email templates are becoming standard practices. Much like Jim Maddock, agencies only have to create these templates once and reuse them for multiple brands. 

Another option is to source an HTML email template that has already been built and tested for responsiveness, allowing your team more time to work on other deliverables. 

How to choose an HTML template

When choosing an existing HTML email template, there are a few considerations to take into account:

  • Customizability and usability: When working with multiple brands, it is crucial that your agency delivers on-brand designs. When choosing a template, the ability to customize it to fit into any given brand identity easily is non-negotiable. This means colors, fonts, font sizes, images, and more.

  • Versatility: Whether you’re creating an HTML email template from scratch or sourcing one, you’ll probably want to start with a few templates that can be used in multiple ways to decrease the amount of time spent on repetitive designs. An effective template should have all of your email's basic elements: hero, footer, and nav bar, and it should be flexible enough to add or remove blocks as needed. 
  • Best practices: The right HTML template follows email design best practices, including mobile-first design, dark mode, and spam prevention guidelines, to ensure an optimal viewing experience and delivery. 

By choosing an HTML template that fulfills all of these elements, you can quickly iterate the template to try new strategies (pleasing your client) while standing upon a strong foundation of what makes an effective email campaign (pleasing your agency). 

3 Essential email templates for marketing agencies

If you’re unsure where to start on your search for an HTML template, you’ve come to the right place. Below, we’ve curated three essential email templates for marketing agencies in the Beefree catalog. 

The Beefree HTML template catalog hosts 1,700+ templates for a wide range of industries, holidays, and usage. All templates are free to use on the Beefree editor and completely customizable to fit any brand style guidelines. The email builder also ensures that all emails created with Beefree render properly across all screen sizes. 

While assigned to a specific category, the following templates have been chosen due to their versatility. With a little creativity, each of the following templates can be used for a wide variety of email campaigns, industries, and brand styles due to their layout and simplicity.

Welcome email template

A welcome email template is just as it sounds - an introduction to who you are. While the contents of an email template may vary depending on the industry or purpose, there is usually a similar story told through them: this is who we are and this is what we do. Here is an example of an email template designed for an agency: 

At the top, the email provides a space for a logo, a nav bar, and a title. 

Above the fold, the template kicks off with an introduction of “Who are we” which answers to a welcome emails main purpose: introduce new audiences to who you are and connect with them off a first impression. 

As we scroll, the email layout changes to help guide the reader through “what we do” and an introduction to the team with clear CTAs with next steps.

The email ends with a footer containing vital information. 

Browse all Welcome email templates: https://beefree.io/templates/welcome

Newsletter template

A routine newsletter is an excellent way to nurture leads and maintain relationships. Depending on the business, a newsletter offers readers various resources, updates, or offerings. An effective newsletter template offers multiple content block formats to pick and choose from. 

In this example, the template contains a prominent hero section with a bold CTA leading to resource #1. We recommend starting emails with a strong hero section to grab the attention of the reader above the fold. 

As you scroll, new resources are presented using a different layout to help differentiate the multiple pieces of content. 

The final resources in the template are presented in video format, which can easily be interchanged with an image to suit different brands' needs.

Browse all Newsletter templates: https://beefree.io/templates/newsletter

Survey email template

Surveys are excellent ways to gather feedback from different audiences. A survey email template should be short, clear, and concise. The purpose of the email should be easily digested and understood. 

The following template pulls the reader in with a large and clear header and body that clearly communicates to the reader that their feedback is wanted and why.  

This template offers two different ways to collect feedback, making it versatile for a brand’s needs. Below, you’ll see the survey embedded in the template and a CTA linking readers to the brand survey. 

Browse all Survey templates: https://beefree.io/templates/survey

The value of email marketing for agencies

The value of email marketing for agencies and their clients is undeniable. With an ROI of $36 for every $1 spent and being generally low-cost, it is one of the most effective ways to communicate to multiple audiences in one location—their inbox. 

Email templates help agencies save time and resources in email production so that your team and clients can benefit from more time to: 

  • Refine a brand’s messaging to ensure it aligns with its ideal customers. 
  • Personalize emails for the segmented recipients 
  • Grow the brand’s emailing list
  • Optimize email communications and increase conversion
  • And so much more.

Explore Beefree’s email marketing template library

HTML email templates can empower your email marketing agency to create responsive, high-performing, and engaging emails with ease. Beefree makes this process even quicker with its extensive template library and intuitive drag-and-drop builder. In addition, Beefree’s agnostic nature allows you to easily integrate with your client's sending and marketing platforms making it a seamless experience from start to finish.

Choosing the Best Email Marketing Software for Agencies

With a multitude of email marketing software options available, the process of comparing them can be time-consuming. Here are some top tips for choosing the right email marketing software for your growing agency.
Beefree team
Apr 25, 2024

The ideal email marketing software has two jobs: support your growing agencies marketing and deliver exceptional results for your clients. So, how do you know which tool is right for you?

Types of email marketing software

Email marketing encompasses a multifaceted process, involving strategic planning, creative design, content creation, list building, targeting, analysis, and more.

Different software tools cater to different facets of this process, each offering distinct features and functionalities. Broadly categorized, there are four types of email marketing software to consider:

1. Automation

Automation softwares can increase productivity by taking over of mundane and repetitive tasks involved in the email creation process. More importantly, automation solutions can help send the right emails at the right time. For example:

  • Emailing a cart abandonment reminder to customers who put items in their cart but don’t buy them
  • Sending a multi-email introduction campaign to customers or clients who sign up to a mailing list
  • Sending product or service recommendation emails to users based on their past purchases
  • Emailing a re-engagement email to clients or customers who haven’t made a purchase in a long time

2. Design and campaign creation

Email design software allows you to create effective, engaging email campaigns quickly and easily. These tools offer a user-friendly interface, often times with drag-and-drop functionalities that enable even those with limited design skills to create visually appealing emails swiftly.

Email design tools vs. email service providers

Moreover, these platforms often include features like A/B testing, dynamic content capabilities, and integration with other marketing tools, enhancing the effectiveness and efficiency of email campaign creation.

An email service provider serves as the platform through which you send your emails, while an email design tool is specifically designed for creating visually appealing and professional emails. An effective email design tools should easily integrate with your ESP to ensure a seamless workflow.

3. Analytics and reporting

An email marketing analytics tool monitors and analyzes the outcomes of your email marketing initiatives, encompassing metrics such as open rates, click-through rates, and engagement rates. Additionally, it should report details about your audience, such as demographics and behaviour, to help you make data driven decisions on the type of content that appeals to your readers and who is the most engaged.

4. List management and segmentation

A list management and segmentation tool facilitates the efficient management, organization, and maintenance of your mailing lists. These tools empower agencies to create distinct segments based on demographics or user actions.

For instance, when promoting your agency, you can create segments for existing clients and prospects. Alternatively, you might segment based on industry, such as retail, healthcare, or B2B sectors. These segmentation capabilities streamline targeted marketing efforts and enhance campaign relevance and effectiveness.

Factors to consider when choosing email marketing software

Selecting the right email marketing software is a crucial decision for agencies. Given the vast array of options available, each offering unique features and capabilities, many agencies use multiple tools to maximize their email efforts.

Whether you're looking for an all-in-one solution or exploring different options, it is essential to carefully assess several factors to make an informed decision:

  • Usability and interface: While there may be a learning curve with any new software, opting for a user-friendly interface ensures that your team can quickly adapt and efficiently create campaigns.
  • Pricing and plans: Budget considerations are paramount. Most software providers offer various plans tailored to different needs, so ensure you compare the appropriate plan options to your organization's unique needs.
  • Specialization: Some email marketing tools specialize in specific industries or niches. For example, certain tools are tailored for healthcare and life sciences, while others cater to tech companies. Considering the specialization of each tool ensures that you select one aligned with your agency's industry focus and requirements.

Review of 5 email marketing software for agencies

There are countless email marketing software solutions on the market, each with its own pros and cons, so you could pour months into comparing each one. Ultimately, each agency needs to choose the right tool or combination of tools to suit their needs, but here are a few of the best email marketing software for agencies to consider.

Omnisend

Omnisend is a comprehensive email marketing platform, offering an array of features including a drag-and-drop email builder and automation capabilities. However, its standout feature lies in its robust email list management and segmentation functionalities. Omnisend simplifies the process of collecting email addresses and building lists while providing tools to segment these lists for highly targeted campaigns. Additionally, its A/B testing feature enables you to gauge the effectiveness of different designs and messages for each audience segment.

While there is a free plan to get you started, standard plans start at $16 per month and increase based on the number of contacts you’ll be managing.

Beefree

Beefree is an agnostic email design tool focused solely on delivering top-notch email design solutions. Boasting a collection of over 1,700 expertly crafted templates, Beefree emphasizes best practices while offering a user-friendly email builder and editor for customizable email and landing pages.

Beefree offers advanced functionalities such as responsive and mobile-friendly design, AI-driven content creation capabilities, and built in collaboration solutions. The platform follows a "start for free, upgrade as you grow" pricing method that makes it the perfect solution for agencies of any size.

Mailchimp

Mailchimp is a versatile email marketing platform that encompasses a wide range of functionalities, including list management, email design, and data tracking. However, due to its all-in-one nature, Mailchimp's advanced options within each feature category may be somewhat limited. For basic usage, Mailchimp offers a free plan and for advanced controls plans begin at $13 per month.

Learn more: Integrating Beefree with Mailchimp

Drip

If you want to take advantage of the latest in automation, Drip is a helpful tool to have in your toolbox. Drip is a robust marketing automation tool designed to streamline targeted email campaigns and multi-channel marketing initiatives. While it excels in catering to e-commerce clients, it may not be as suitable for B2B clients or internal agency marketing. Drip does have certain limitations, particularly in email design functionalities such as spam testing. However, it shines in efficiently managing substantial contact lists.

Pricing starts at $39 per month with a 14-day free trial.

Unlayer

Similarly to Beefree, Unlayer is also an email design tool with a drag-and-drop email editor. Due to its simplicity, Unlayer is a great solution for a broader audience, including marketing agencies, businesses, and individual designers. It's comprehensive set of features, include template and module organization, collaboration, and integrations with third-party apps.

Unlayer offers a free plan with basic essentials, as well as plans starting at $15 per month and $30 per month.

How to choose the right email marketing software for your agency

Now that we’ve taken a survey of the landscape and the types of email marketing software solutions available, how do you know which tools are best for your agency? Here are some key questions to ask as you’re narrowing your options:

  • Can this tool manage multiple accounts effectively? As an agency, you'll likely need to handle your own email marketing as well as manage accounts for each client. Assess the tool's capabilities for managing multiple businesses or brands in an organized manner.
  • Is this tool suitable for the types of clients I serve? Consider whether the email marketing tool is designed for retail, e-commerce, B2B, or specific industries. Ensure that the tools you choose align with the diverse needs of not just your agency, but your clients.
  • Does this product or plan offer support? Evaluate the available support options, such as phone support, online chat, etc., as you may require assistance with software features or technical issues. Understand the support provided with each plan to make an informed decision.
  • How scalable is this platform? Hopefully, your agency will grow to take on more clients. Anticipate future growth for your agency and assess whether the software can accommodate an increase in clients. Determine how seamless it is to upgrade to more advanced plans as your agency expands.
  • How does this tool integrate with or enhance my current workflows? Choose a platform that aligns with your desired email marketing workflow, such as easy internal or client approvals, integration with customer management software, and other related tools.

By addressing these questions, you can narrow down your selection to the top email marketing software options that best meet your agency's requirements and goals.

How Beefree helps agencies with email marketing

Selecting the appropriate solution for your growing agency is pivotal in not only enhancing the success and efficiency of your agency's email campaigns, but that of your clients.

While finding the perfect fit for each aspect of your email marketing program can be challenging, when it comes to email design, Beefree simplifies the process. Due to its agnostic nature, integrating Beefree into any sending platform is seamless and with a myriad of resources, there is minimal learning curve. Through its accessible pricing plans and enterprise-level solutions, Beefree paves the way for agencies to elevate their email marketing strategies and drive impactful results for clients.


If you're a growing agency looking to see Beefree's full collaboration features in action, sign up for a 15-day free Business plan trial

Elevate Your Email Campaigns: Optimal Banner Size & Design Tips

Discover the perfect email banner size for your campaign with our comprehensive guide, including design tips, best practices, and inspiration to enhance your emails.
Beefree team
Apr 17, 2024

Every marketer knows that branding, visually engaging branding, matters. In a recent HubSpot survey, 20% of marketers reported to see a direct correlation between their design choices and an increase in email engagement.

In email marketing specifically, one of the first design elements a recipient views is your banner, making it crucial to grab the attention of the reader at first glance. An email banner should effectively convey your message, resonate with your audience, and be responsive regardless of what device your recipient uses to view your emails.

Let's discuss email banner best practice to follow that will ultimately lead to improve results of your email campaigns.

What is an email banner?

An email banner is a strategic design element element that appears at the top of your emails to catch the immediate attention of your reader. Sometimes called an email header, your banner is where you’ll introduce the main purpose of your email, like that amazing sale you’re advertising or the product launch of the century, and reel in customers’ so they scroll through the rest of the email.

Your email banner is your chance to make a fantastic first impression. Let’s explore the best email banner sizes and best practices to keep in mind.

Ideal email banner sizes

It is an outdated solution to automatically set all email banners to a width of 600px. With screen sized of both mobile and desktop devices varying so widely, it's important to ensure your email banner size is responsive for optimal viewing experience.

  • For desktop users, a banner 650-700 pixels wide and 90-200 pixels tall is ideal
  • For mobile users, the ideal banner is 350 pixels wide and up to 100 pixels tall

These updated dimensions follow responsive design best practices allowing email banners to render properly in a variety of email clients and devices.
Responsive design allows your email design to automatically adjust to the screen size of a customer’s device.

PRO tip: using an email design template that is already built to be responsive makes following this best practice a breeze.  

Impact of email banner size on campaign performance

A banner that’s poorly sized could become distorted when customers open it in their Gmail, Outlook, or whatever email platform they use.

This makes your email look less professional and it can also be harder to read so it doesn’t get your message across as well. A poorly sized email banner can also affect the user experience. If the banner is too wide, for example, it forces customers to scroll horizontally and it doesn’t allow them to see the entire banner in one view.

Not only do these issues affect the overall experience customers have with your email but they can also squander the excellent engagement opportunity that a well-designed email banner can be. According to Opensense's data, email banners can have 5-10% engagement rates,  a significant enhancement compared to the average click-through rate of 1.4% in emails.

Best practices for email banner design

Your banner size is an important part of designing an effective email banner, but it’s one of many. Check out these best practices to make your email banner even more powerful in garnering the engagement of your recipients.

  • File size: Any image in your email, but specifically your email banner, should be of high-quality. The ideal image should be download as a PNG at a resolution of 72dpi at 40kb or below.
  • Inverted pyramid: This "rule" in email design relates to adding the most important information at the top, working your way down to the least important information. When designing your email banner, make sure it clearly communicates the most important message in your email.
  • Brand consistency: As important as it is that your email banner makes a positive impression and communicates the main purpose of your email, it also should align with your brand. Make sure the design uses your brand colors, logo, or other aspects that make it consistent with your brand’s visual identity.
  • Text: Your banner needs to communicate your message, but less is more. Keep your copy sparse so it isn’t visually overwhelming and so the focus stays on your core intention. Ideally, 45-75 characters on a line is the sweet spot.
  • Email-friendly fonts: Make sure you use email-safe fonts that render reliably on major email platforms.
  • Accessibility: You want your banner’s message to reach as many customers as possible, and that includes customers with disabilities. Make sure to include accessibility features like using alt text so viewers with visual impairments can understand your message and using color combinations that viewers with color blindness can see.
  • Interactivity: Your email banner doesn’t have to be just a plain image or text. Consider making it interactive, such as with a GIF or a video that grabs your viewers’ attention.
  • Testing: You can follow all the rules for proper email banner size and design, but it’s still important to test it in action to make sure it shows up the way you want it to. Always send yourself a test email and see how that test email looks on different devices and platforms before you send it to your subscriber list.

For inspiration, check out these excellent email banners. This one from Beefree's template catalog clearly communicate the purpose of the email, remains consistent in branding throughout and plays with visual and text hierarchy to guide the reader's eye.

color of the year beefree email template
Use this template

This other email banner uses a navigation bar to keep the reader in the brand's ecosystem allowing readers to learn more about the marketing agency. This simple, yet effective email header communicates clearly the purpose of the email using imagery and text and has a clear CTA to lead the reader to complete the desired action without needing to scroll.

free beefree webinar email template
Use this template

Common mistakes in email banner design

When creating a strong email banner, it’s just as important to avoid doing the wrong things as it is to do the right things. Watch for these common pitfalls in email banner design:

  • Over-designing: Your email banner is prime real estate in your email, so of course you want to make the best use of that real estate. If you try to cram too much into that banner, though, you may lose your core message entirely because viewers don’t know where to look. 
  • Hard-to-read fonts: Your email banner is a wonderful place to get creative and build visual appeal, so of course you want to use fun design elements and fonts.
    But at the end of the day, the purpose is to send a message, so make sure the ornamental fonts you use are still clear enough that they’re easy to read.
  • Lack of responsive design: We’ve touched on this above but it’s also a common misstep that’s worth mentioning. Considering that 46% of emails are opened on mobile devices, every email and banner you create must be responsive to maintain its visual quality on any email platform.

Leveraging Tools for Email Marketing Banner

There’s a lot to consider as you’re designing an email banner, but we have great news: there are tools that can make it easier.

Take Beefree for example. Our extensive email template library has over 1,700 pre-built templates that already use banner design best practices like responsive design, minimal text for maximum impact, and proper sizing. Our HTML email editor makes it easy to customize these designs for your brand and messaging.

Start designing with ease and sign up for a free account today! 

Marketing Agency Email Templates to Enhance Your Communications

Learn how your agency can balance multiple brands and email campaigns while saving time with HTML email marketing templates.
Emily Santos
Emily Santos
17 May
2024

For marketing agencies and their clients, email marketing serves as a powerful method of acquiring and retaining clients. In a 2023 survey, 50% of B2B marketers name email as their most effective marketing channel, performing 13% better than social media posts and 11% better than social media ads.

This emphasis on the importance of email marketing, while opportunistic, also presents a new wave of challenges for agencies to tackle.   

Unique challenges in agency email marketing

As a marketing agency in the digital age, staying on top of evolving trends, strategies, and algorithms is hard enough. The pressure to perform doubles when paired with client expectations to quickly develop, monitor, and execute the latest. 

So, how can agencies balance multiple brands and clients wanting to experiment with the newest trend with tried-and-true best practices while maintaining brand integrity?  

Email templates have proven to be a great asset in cutting down email production speed and increasing efficiency and productivity. Jim Maddock, Freelance Email Developer and CRM Consultant has developed over 670 emails for a wide range of departments, artists, and organizations, all extensions of only a few templates he built with Beefree customized to fit different brands. 

Benefits of using HTML email templates vs. custom coding or text-only emails

The days of email specialists and developers being the only ones involved in the email design process are long gone. Text-only emails are now mostly reserved for everyday communications, while HTML emails are used by a wide range of brands and organizations for internal communications and marketing material. 

Unlike text-only emails, HTML emails are dynamic, engaging, and personalized to showcase a brand’s identity and instill brand recognition in readers. 

Because all email-sending platforms support HTML,  email makers benefit from peace of mind knowing that their emails will display as intended across devices and email clients. 

While historically, manually coding HTML emails is known to be time-consuming and tedious work, the rise of no-code email builders is saving agencies valuable time and resources when building emails. To take it one step further, HTML email templates are becoming standard practices. Much like Jim Maddock, agencies only have to create these templates once and reuse them for multiple brands. 

Another option is to source an HTML email template that has already been built and tested for responsiveness, allowing your team more time to work on other deliverables. 

How to choose an HTML template

When choosing an existing HTML email template, there are a few considerations to take into account:

  • Customizability and usability: When working with multiple brands, it is crucial that your agency delivers on-brand designs. When choosing a template, the ability to customize it to fit into any given brand identity easily is non-negotiable. This means colors, fonts, font sizes, images, and more.

  • Versatility: Whether you’re creating an HTML email template from scratch or sourcing one, you’ll probably want to start with a few templates that can be used in multiple ways to decrease the amount of time spent on repetitive designs. An effective template should have all of your email's basic elements: hero, footer, and nav bar, and it should be flexible enough to add or remove blocks as needed. 
  • Best practices: The right HTML template follows email design best practices, including mobile-first design, dark mode, and spam prevention guidelines, to ensure an optimal viewing experience and delivery. 

By choosing an HTML template that fulfills all of these elements, you can quickly iterate the template to try new strategies (pleasing your client) while standing upon a strong foundation of what makes an effective email campaign (pleasing your agency). 

3 Essential email templates for marketing agencies

If you’re unsure where to start on your search for an HTML template, you’ve come to the right place. Below, we’ve curated three essential email templates for marketing agencies in the Beefree catalog. 

The Beefree HTML template catalog hosts 1,700+ templates for a wide range of industries, holidays, and usage. All templates are free to use on the Beefree editor and completely customizable to fit any brand style guidelines. The email builder also ensures that all emails created with Beefree render properly across all screen sizes. 

While assigned to a specific category, the following templates have been chosen due to their versatility. With a little creativity, each of the following templates can be used for a wide variety of email campaigns, industries, and brand styles due to their layout and simplicity.

Welcome email template

A welcome email template is just as it sounds - an introduction to who you are. While the contents of an email template may vary depending on the industry or purpose, there is usually a similar story told through them: this is who we are and this is what we do. Here is an example of an email template designed for an agency: 

At the top, the email provides a space for a logo, a nav bar, and a title. 

Above the fold, the template kicks off with an introduction of “Who are we” which answers to a welcome emails main purpose: introduce new audiences to who you are and connect with them off a first impression. 

As we scroll, the email layout changes to help guide the reader through “what we do” and an introduction to the team with clear CTAs with next steps.

The email ends with a footer containing vital information. 

Browse all Welcome email templates: https://beefree.io/templates/welcome

Newsletter template

A routine newsletter is an excellent way to nurture leads and maintain relationships. Depending on the business, a newsletter offers readers various resources, updates, or offerings. An effective newsletter template offers multiple content block formats to pick and choose from. 

In this example, the template contains a prominent hero section with a bold CTA leading to resource #1. We recommend starting emails with a strong hero section to grab the attention of the reader above the fold. 

As you scroll, new resources are presented using a different layout to help differentiate the multiple pieces of content. 

The final resources in the template are presented in video format, which can easily be interchanged with an image to suit different brands' needs.

Browse all Newsletter templates: https://beefree.io/templates/newsletter

Survey email template

Surveys are excellent ways to gather feedback from different audiences. A survey email template should be short, clear, and concise. The purpose of the email should be easily digested and understood. 

The following template pulls the reader in with a large and clear header and body that clearly communicates to the reader that their feedback is wanted and why.  

This template offers two different ways to collect feedback, making it versatile for a brand’s needs. Below, you’ll see the survey embedded in the template and a CTA linking readers to the brand survey. 

Browse all Survey templates: https://beefree.io/templates/survey

The value of email marketing for agencies

The value of email marketing for agencies and their clients is undeniable. With an ROI of $36 for every $1 spent and being generally low-cost, it is one of the most effective ways to communicate to multiple audiences in one location—their inbox. 

Email templates help agencies save time and resources in email production so that your team and clients can benefit from more time to: 

  • Refine a brand’s messaging to ensure it aligns with its ideal customers. 
  • Personalize emails for the segmented recipients 
  • Grow the brand’s emailing list
  • Optimize email communications and increase conversion
  • And so much more.

Explore Beefree’s email marketing template library

HTML email templates can empower your email marketing agency to create responsive, high-performing, and engaging emails with ease. Beefree makes this process even quicker with its extensive template library and intuitive drag-and-drop builder. In addition, Beefree’s agnostic nature allows you to easily integrate with your client's sending and marketing platforms making it a seamless experience from start to finish.

Choosing the Best Email Marketing Software for Agencies

With a multitude of email marketing software options available, the process of comparing them can be time-consuming. Here are some top tips for choosing the right email marketing software for your growing agency.
Beefree team
Beefree team
25 Apr
2024

The ideal email marketing software has two jobs: support your growing agencies marketing and deliver exceptional results for your clients. So, how do you know which tool is right for you?

Types of email marketing software

Email marketing encompasses a multifaceted process, involving strategic planning, creative design, content creation, list building, targeting, analysis, and more.

Different software tools cater to different facets of this process, each offering distinct features and functionalities. Broadly categorized, there are four types of email marketing software to consider:

1. Automation

Automation softwares can increase productivity by taking over of mundane and repetitive tasks involved in the email creation process. More importantly, automation solutions can help send the right emails at the right time. For example:

  • Emailing a cart abandonment reminder to customers who put items in their cart but don’t buy them
  • Sending a multi-email introduction campaign to customers or clients who sign up to a mailing list
  • Sending product or service recommendation emails to users based on their past purchases
  • Emailing a re-engagement email to clients or customers who haven’t made a purchase in a long time

2. Design and campaign creation

Email design software allows you to create effective, engaging email campaigns quickly and easily. These tools offer a user-friendly interface, often times with drag-and-drop functionalities that enable even those with limited design skills to create visually appealing emails swiftly.

Email design tools vs. email service providers

Moreover, these platforms often include features like A/B testing, dynamic content capabilities, and integration with other marketing tools, enhancing the effectiveness and efficiency of email campaign creation.

An email service provider serves as the platform through which you send your emails, while an email design tool is specifically designed for creating visually appealing and professional emails. An effective email design tools should easily integrate with your ESP to ensure a seamless workflow.

3. Analytics and reporting

An email marketing analytics tool monitors and analyzes the outcomes of your email marketing initiatives, encompassing metrics such as open rates, click-through rates, and engagement rates. Additionally, it should report details about your audience, such as demographics and behaviour, to help you make data driven decisions on the type of content that appeals to your readers and who is the most engaged.

4. List management and segmentation

A list management and segmentation tool facilitates the efficient management, organization, and maintenance of your mailing lists. These tools empower agencies to create distinct segments based on demographics or user actions.

For instance, when promoting your agency, you can create segments for existing clients and prospects. Alternatively, you might segment based on industry, such as retail, healthcare, or B2B sectors. These segmentation capabilities streamline targeted marketing efforts and enhance campaign relevance and effectiveness.

Factors to consider when choosing email marketing software

Selecting the right email marketing software is a crucial decision for agencies. Given the vast array of options available, each offering unique features and capabilities, many agencies use multiple tools to maximize their email efforts.

Whether you're looking for an all-in-one solution or exploring different options, it is essential to carefully assess several factors to make an informed decision:

  • Usability and interface: While there may be a learning curve with any new software, opting for a user-friendly interface ensures that your team can quickly adapt and efficiently create campaigns.
  • Pricing and plans: Budget considerations are paramount. Most software providers offer various plans tailored to different needs, so ensure you compare the appropriate plan options to your organization's unique needs.
  • Specialization: Some email marketing tools specialize in specific industries or niches. For example, certain tools are tailored for healthcare and life sciences, while others cater to tech companies. Considering the specialization of each tool ensures that you select one aligned with your agency's industry focus and requirements.

Review of 5 email marketing software for agencies

There are countless email marketing software solutions on the market, each with its own pros and cons, so you could pour months into comparing each one. Ultimately, each agency needs to choose the right tool or combination of tools to suit their needs, but here are a few of the best email marketing software for agencies to consider.

Omnisend

Omnisend is a comprehensive email marketing platform, offering an array of features including a drag-and-drop email builder and automation capabilities. However, its standout feature lies in its robust email list management and segmentation functionalities. Omnisend simplifies the process of collecting email addresses and building lists while providing tools to segment these lists for highly targeted campaigns. Additionally, its A/B testing feature enables you to gauge the effectiveness of different designs and messages for each audience segment.

While there is a free plan to get you started, standard plans start at $16 per month and increase based on the number of contacts you’ll be managing.

Beefree

Beefree is an agnostic email design tool focused solely on delivering top-notch email design solutions. Boasting a collection of over 1,700 expertly crafted templates, Beefree emphasizes best practices while offering a user-friendly email builder and editor for customizable email and landing pages.

Beefree offers advanced functionalities such as responsive and mobile-friendly design, AI-driven content creation capabilities, and built in collaboration solutions. The platform follows a "start for free, upgrade as you grow" pricing method that makes it the perfect solution for agencies of any size.

Mailchimp

Mailchimp is a versatile email marketing platform that encompasses a wide range of functionalities, including list management, email design, and data tracking. However, due to its all-in-one nature, Mailchimp's advanced options within each feature category may be somewhat limited. For basic usage, Mailchimp offers a free plan and for advanced controls plans begin at $13 per month.

Learn more: Integrating Beefree with Mailchimp

Drip

If you want to take advantage of the latest in automation, Drip is a helpful tool to have in your toolbox. Drip is a robust marketing automation tool designed to streamline targeted email campaigns and multi-channel marketing initiatives. While it excels in catering to e-commerce clients, it may not be as suitable for B2B clients or internal agency marketing. Drip does have certain limitations, particularly in email design functionalities such as spam testing. However, it shines in efficiently managing substantial contact lists.

Pricing starts at $39 per month with a 14-day free trial.

Unlayer

Similarly to Beefree, Unlayer is also an email design tool with a drag-and-drop email editor. Due to its simplicity, Unlayer is a great solution for a broader audience, including marketing agencies, businesses, and individual designers. It's comprehensive set of features, include template and module organization, collaboration, and integrations with third-party apps.

Unlayer offers a free plan with basic essentials, as well as plans starting at $15 per month and $30 per month.

How to choose the right email marketing software for your agency

Now that we’ve taken a survey of the landscape and the types of email marketing software solutions available, how do you know which tools are best for your agency? Here are some key questions to ask as you’re narrowing your options:

  • Can this tool manage multiple accounts effectively? As an agency, you'll likely need to handle your own email marketing as well as manage accounts for each client. Assess the tool's capabilities for managing multiple businesses or brands in an organized manner.
  • Is this tool suitable for the types of clients I serve? Consider whether the email marketing tool is designed for retail, e-commerce, B2B, or specific industries. Ensure that the tools you choose align with the diverse needs of not just your agency, but your clients.
  • Does this product or plan offer support? Evaluate the available support options, such as phone support, online chat, etc., as you may require assistance with software features or technical issues. Understand the support provided with each plan to make an informed decision.
  • How scalable is this platform? Hopefully, your agency will grow to take on more clients. Anticipate future growth for your agency and assess whether the software can accommodate an increase in clients. Determine how seamless it is to upgrade to more advanced plans as your agency expands.
  • How does this tool integrate with or enhance my current workflows? Choose a platform that aligns with your desired email marketing workflow, such as easy internal or client approvals, integration with customer management software, and other related tools.

By addressing these questions, you can narrow down your selection to the top email marketing software options that best meet your agency's requirements and goals.

How Beefree helps agencies with email marketing

Selecting the appropriate solution for your growing agency is pivotal in not only enhancing the success and efficiency of your agency's email campaigns, but that of your clients.

While finding the perfect fit for each aspect of your email marketing program can be challenging, when it comes to email design, Beefree simplifies the process. Due to its agnostic nature, integrating Beefree into any sending platform is seamless and with a myriad of resources, there is minimal learning curve. Through its accessible pricing plans and enterprise-level solutions, Beefree paves the way for agencies to elevate their email marketing strategies and drive impactful results for clients.


If you're a growing agency looking to see Beefree's full collaboration features in action, sign up for a 15-day free Business plan trial

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