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Best Onboarding Email Tips and Templates

Beefree team
Beefree team
Jul 5, 2023
Best Onboarding Email Tips and Templates
Best Onboarding Email Tips and Templates

You’ve scored a win by signing up a new customer or client - nice work! This isn’t the finish line, though, but only the beginning. Now is the time to start establishing a loyal relationship with that new client by guiding them through your onboarding process so they understand your product better and feel more like a part of your community. An onboarding email (or emails) is a low-maintenance but effective way to do this, and we have all the tips you need to make those onboarding emails worthwhile.

What Is an Onboarding Email?

An onboarding email campaign is a campaign that is sent to new users after the signup and is designed around initiating them into your community. Think of it as both a tutorial and a “getting to know you” process - it can guide new users through your product’s features and introduce them to your product more fully.

Why are Onboarding Emails Important?

Onboarding emails are a key part of building a relationship of trust, familiarity, and loyalty with your new customers. If your email is well-executed, it can make the difference between customers giving your product a cursory trial and moving on or investing their time and becoming loyal users for years to come.A strong onboarding email campaign can offer advantages like:

  • Showing customers the features and uses of your product that they may not find on their own
  • Improving customer satisfaction (and customer retention and referrals as a result) because customers learn how to best use your product
  • Strengthening brand loyalty because the customer feels like you are guiding and welcoming them, not just accepting their money and setting them loose to figure out the product on their own
  • Keeping your product in new customers’ minds so they use it more often

Here are some best practices to make sure you’re getting the most out of your onboarding emails.

When to Send An Onboarding Email

It goes without saying that onboarding emails should be sent after a new customer signs up for your product or service. There are several types of onboarding emails, though, that can be sent at different times in the onboarding process. These can include:

  • Welcome email: A welcome email is sent automatically when the customer signs up. It confirms that their sign-up was a success and gives them anything they’ll need to get started, like a log-in button, customer code, or basic instructions for logging in.
  • Instructional emails: To help your customers be as satisfied with your product as possible, you want to make sure they see all that your product can do. By sending instructional emails in the first days after a new customer signs up, you can highlight certain features, provide tutorial videos, or otherwise teach the customer about their new product. You could send one instructional email or a series of them.
  • Onboarding survey emails: Survey emails during the onboarding process allow you to learn more about why a customer signed up, how they plan on using the product, how their experience with the product has been so far, and so on.
  • Upsell emails: If your product or service has multiple options, like a basic subscription and a premium subscription, an upsell email could be an excellent addition to your onboarding campaign. After your customer has been using their basic subscription for some time, send them an email about what they’re missing out on and invite them to upgrade to the premium option.

Tips for Writing Effective Onboarding Emails for Customers

Like any customer emailing campaign, onboarding emails need to be well-executed for them to be effective. How can you master the art of powerful, profitable onboarding emails? Follow these tips.

TIP #1: Write compelling onboarding subject lines 

Your onboarding emails only work if customers open them, and that largely depends on your subject line. Craft a subject line that is compelling and interesting, giving customers a reason to open the email. Consider these examples:

  • Let’s unbox your new subscription to !
  • More 💥 for your 💸: Here’s how to use .
  • Welcome to the  family! Let us show you around.

Different audiences respond better to different types of subject lines, so it can take time to discover what subject lines give you the best open rates. You can find out with A/B testing - use one subject line for a randomly chosen half of your new customers’ onboarding emails and a different subject line for the other half and see which one performs better.

Tip #2: Offer a clear how-to guide

Even if users have already signed up for your product or service, they may need additional information to start using it successfully. Sending a how-to guide early on in the onboarding process is a great way to help new subscribers get started. A how-to email also reminds users of your product or service’s features and benefits, encouraging them to fully utilize its potential. Here’s an example of an onboarding email from MailChimp, which includes a step-by-step guide. The email itself is kept clutter-free with a link to the guide and a clear call to action (CTA).

Mailchimp Getting started emails

TIP #3: Don't overload users with too much information 

All your onboarding emails should be short and to the point. Your users are busy people, and if they open an email that has a wall of text, they’re likely to skip the whole thing. The less text you have, the more attention your call-to-action or other important elements will get because they aren’t being crowded by all that visual clutter. Twitter has done this excellently in this example:

inspiration for onboarding emails

Think of all the information Twitter could have sent. Maybe a list of suggested friends, a list of those potential friends’ tweets, a message about customizing your profile… you get the idea. Instead, the email focuses on a single action: find your friends. That makes the email easy to read and understand and, thus, easy to act upon.If your users seem to be inactive or don’t respond to your CTAs in your getting started emails, it’s likely that they’re overwhelmed or confused, so keep your emails simple and test your email design layout.

Tip #4: Send onboarding emails in a short sequence

As we’ve discussed, an email is most effective when it has a focused message paired with a single CTA. One strategy brands can use to avoid dumping too much information all at once is to create a series of onboarding tips. The getting started guide email from MailChimp we saw earlier, for example, was just one in a series called a drip campaign. This is how the email sequence looked in my inbox in the first week after I activated my account:

Mailchimp Getting started emails

Similarly, the music app Spotify sends three key tips across three welcome emails:

Spotify Getting started emails

Each email has the same structure: a GIF, brief text, and a CTA button. Brands like Mailchimp and Spotify deliver a sequence of tips to avoid overwhelming users to the point they take no action at all. As Customer.io points out, most activation funnels make customers confused because they aren’t very funnel-like at all. Here’s how they illustrate that confusion:

Customer.io newsletter activation funnel

Illustration credit: Customer.io

Customer.io suggests treating the onboarding process like the tutorial mode in a video game. Walk customers through each step, one by one. The steps should follow the natural progression of how a user will engage with your product. Start with tips on building their profile, for example, and then move on to highlight specific features, gradually reaching more complex features. The goal is to guide your customers to fully understand and enjoy your product.

Tip #5: Provide a product visual

Instead of taking the “how-to” route for onboarding emails, Canva, the graphic design tool, uses two effective strategies in its onboarding email:

  1. Encourages users to explore their product by showing visual examples of Canva templates.
  2. Positions the product as a solution to a problem (problem: design takes time; solution: Canva has easy-to-use templates).

Here’s their onboarding email:

Canva Getting started emails

Canva’s email follows all the best practices (single CTA, focused message, solutions-oriented) while inspiring users to get started with a preview of its product.

Onboarding Made Easy: Effective Onboarding Email Templates You Can Use

The tips above can help you boost the impact of your onboarding email sequence, but how do you get started? Good news: there are many free templates available from BeeFree that are pre-designed with best practices in mind to help you nurture a longstanding relationship with your new customers. There are templates available for various industries and various points in your onboarding funnel - check out the options below, for example.

Onboarding Email Templates for HR 

If you’re in HR, your onboarding process is an essential part of ensuring a strong company culture. Not only is it a way to get important information to new employees but also a way to ensure employee engagement is high from the start. This Beefree onboarding email is the perfect start to your HR onboarding communications. However, this template can also be easily adapted to any other industry looking to make email creation a whole lot easier!

Use this template in Beefree!

Use this template in Beefree!

Higher Education Onboarding Email Template

For Higher Education institutions, a welcome message provides new students with valuable information that will help them navigate their new journey. The Beefree Higher Education template collection helps these institutions build email campaigns effortlessly, from recruitment to onboarding and beyond.

Making the most of your onboarding emails 

Each brand needs to carefully evaluate how to engage with its new users. Important factors in onboarding email campaigns include the number of emails, the timing of those messages, and the content. As you consider the best path for your users, keep today’s tips in mind:

  1. Lead with a compelling subject line. Make your subject line eye-catching and punchy while also making it transparent about what the email holds.
  2. Offer a guide. Whether it’s in the email or on a landing page, make sure users have the resources needed to get the most from your product or service.
  3. Keep your message focused. Don’t overwhelm users by telling them everything about your brand all at once. Send concise, thoughtful messages to show how your product or service can help them.
  4. Set up an onboarding sequence. You shouldn’t send all your onboarding tips in one email; keep information well-paced in a series of sends.
  5. Use product visuals. Try to show your product or service with images and screenshots.

Get started and go pro!

Feeling inspired? Design get started designing your onboarding email sequence with our easy-to-use, drag-n-drop email editor. No HTML or design experience is required, plus your emails will be mobile responsive. Sign-up for a Beefree account today! The best part? It's free.

Editor’s Note: This post was updated on July 2023 to ensure accuracy and comprehensiveness.

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How to Leverage AI in Email Marketing 2024 & Beyond

Emily Santos
Jun 11, 2024

If you haven’t started exploring AI and how it can impact your content and email marketing, it may be time to join the club. According to HubSpot’s State of Generative AI survey, 82% of marketers report that generative AI has changed how they create content. 

Today’s artificial intelligence can be an influential asset in your email marketing. From creating personalized content to delivering next-level data analysis, AI can support every step of your email creation process.

Understanding AI in email marketing

As AI capabilities expand, the societal perception that AI will eliminate jobs grows. While it is true that AI can transform an email marketing program, allowing for more efficiency, it isn’t a replacement for your email marketing team. 

Instead, AI-powered solutions are power tools to enhance your team's ability to create more engaging, effective, and high-performing campaigns. Additionally, for small teams with limited resources, AI makes email marketing more accessible and allows larger teams to scale production. 

How are email marketers leveraging AI?

Influencer Marketing Hub shows that 63% of marketers are currently using AI in their email marketing. While AI is mainly known for its content optimization capabilities - there are various other ways marketers can harness the power of AI, unlocking its full potential: 

  • Automation: AI tools can automate routine and repetitive tasks. For instance, when folks sign up for your newsletter, AI can manage those new contacts and segment them to receive an onboarding email sequence.

  • Personalization: According to Campaign Monitor, personalization can increase email marketing revenue by 760%. AI can spot patterns in customers’ activity and use these to personalize their emails, such as sending them content about a topic or product they’ve been viewing on your site or product recommendations based on their browsing history. 
  • Analytics and insights: AI is excellent at gathering and analyzing data for insights that will help you improve your future campaigns. For example, it can identify the best times to send emails to particular customers, increasing engagement. 
  • Segmentation: Dividing your mailing list into segments based on customer behaviors and patterns is crucial when sending targeted campaigns to customers. AI can help by picking up patterns and creating segments based on these patterns, allowing you to send relevant content to the right people.

Challenges and considerations of AI

As much potential benefit as AI has for email marketing, no change comes without its challenges. Some challenges to consider are: 

  • Data privacy concerns: Data privacy is always concerning when using third-party solutions. Given that AI handles large volumes of personal data, it is vital to ensure that the solutions you onboard comply with regulations such as GDPR and CCPA. Additionally, communicate these changes to users, updating your terms of use and privacy policy to promote transparency. 

  • Errors: Because AI is driven by the data it is trained on, errors or biased outcomes are possible. However, we believe this to be true without AI as well. It is important always to have multiple steps of quality control and assurance and to fine-tune AI prompts to avoid biased responses.

  • Loss of human touch: As mentioned earlier, AI is not meant to replace email marketers but to support them. Regarding email marketing, a human touch and a conversational tone are crucial for engagement, something AI simply can’t achieve alone.

How to get started using AI in email marketing

With all the potential AI has in your email marketing, if you haven’t tried it out yet, now is the time.

  1. Audit your email marketing process, jotting down areas of opportunity.  As interesting as AI advancement is, it is not necessary to use AI simply for the sake of using new technology. Once you clearly understand your current email marketing process, you can identify specific areas where AI can enhance your efforts. 
  1. Make small but measurable changes. Compare performance between AI strategies and manual strategies. For example, send out two campaign versions, one with AI-generated content and the other with content you created without AI, to see which one performs better. Use these results to determine where AI can make a practical, profitable difference.
  2. Identify the most repetitive or time-consuming aspects of your email marketing. Automating these tasks with AI can significantly improve efficiency and free up valuable time for more strategic activities. Use this list to help you find the right tools. 

AI email marketing tools

With over 70,000 AI businesses worldwide and 42% of companies exploring how to integrate AI, it’s easy to get overwhelmed - so where do you start? Here is a roundup of some of the top AI solutions allowing marketers to optimize their email operations: 

  • Grammarly: This solution needs no explanation. Grammarly is a leading AI-powered copy editor helping marketers create clear, concise, and error-free messaging. 
  • ChatGPT: The tool that changed the AI game. ChatGPT serves as a solution for ideating, writing, and proofreading copy for marketers. Many tools, such as Beefree, have integrated ChatGPT into their product, empowering users with a built-in AI assistant for all content needs. 
  • Seventh Sense: Seventh Sense analyzes when your recipients open and click emails, spotting patterns and then automating your email send times to send emails to individual recipients when they’re most likely to open them.

A new generation of email marketing with AI

The power of AI in email marketing is undeniable. For email marketers, AI solutions can help create more relevant, timely, and stronger customer relationships, inevitably driving higher conversion rates. However, the adoption of AI shouldn’t be just for adoption sake. 

At Beefree, we take pride in slow progress that helps solve users' most prevalent needs. Our implementation of the AI copy Assistant has helped Beefree users save time juggling from tool to tool and optimize email content directly in-app. This is how we recommend you embrace AI, making perhaps small but meaningful changes in your process that allow you to stay ahead in this new, fast-paced era of email marketing

If you’re ready to optimize your email marketing efforts and try AI, consider trying Beefree—after all, it’s free! 

The Future of Email Marketing in 2024

Explore the future of email marketing trends like AI personalization, multi-channel experiences, and other innovative digital strategies for enhanced engagement.
Emily Santos
May 24, 2024

While new marketing platforms pop up everyday, marketers are not tossing email to the side. While some claim that Gen Zers don’t use email and refer to other platforms such as TikTok and Instagram to make purchases,  a recent poll by Media Post reports 53% of Gen Zers still enjoy getting weekly emails from their favorite brands.

Jennifer Harmon, Content Strategist and Creator of Convince & Convert, confirms that email marketing is likely to only become more important as changes continue to happen with paid media, cookies, and permissions.

With a ROI of $36 for every dollar spent and 79% of marketers naming email as one of their top effective channels, the idea that email is dead is ... well, dead.

The continuing dominance of email marketing

It isn’t luck or routine that keeps email marketing alive and thriving, but rather it's unique advantages:

  • Unparalleled reach: Email marketing provides a direct channel to connect with vast audiences worldwide. With an expected 4.73 billion email users by 2026, marketers can leverage automation tools to send personalized emails at optimal times regardless of geographical boundaries or time zones.
  • Personalization at scale: In addition to being able to reach audiences far and wide, email marketing allows marketers to personalize messages at scale. With segmentation and automation tools, personalization requires minimal manual intervention - a benefit not offered by other digital platforms.
  • Cost-effective growth: Unlike other marketing methods that may require investment in print materials or ads, email campaigns can be executed at a fraction of the cost. As the audience base grows, With the right tools, marketers can easily scale email production as their audience base growth.

Key trends shaping the future of email marketing

As we delve into the growing need for marketers to not only catch the attention of their audiences but also to connect and drive conversions, there are three key trends shaping the future of email marketing:

AI-driven personalization

According to Hubspot, segmented emails have 30% more opens and 50% more clickthroughs than general emails send to your mass audience. The need for segmenting and personalization aren’t new but the way we approach them is.

AI today is used as a power tool to collect relevant data about users. For instance, it can use customers’ purchase history or viewing history to email them personalized product recommendations. This is increasingly important, with 71% of consumers now expecting personalized interactions from brands, but it is only the tip of the iceberg.

63% of marketers of marketers leverage AI to help them get more done, faster. ChatGPT or bullt-in AI solutions tools like Beefree’s AI copy assistant make it easier to find the right messaging for email campaigns, by optimizing existing copy or tailoring copy to unique audiences they might not know much of yet.

Interactive email experiences

Interactive email content achieves 73% higher click-to-open rates, according to Martech Advisor. Interactive email content includes surveys, polls, carousels, gamification elements, and more. Email builders and third-party solutions have made integrating such content easier than ever allowing the every-day marketer to up their email content without the need for developers.

Microinteraction such as small animations or a CTA hover are growing in popularity.These small elements make an mundane task such as reading emails, an interactive experience.

Navigating the challenges and seizing opportunities

While innovation brings a world of possibilities, it also brings a few challenges for marketers. The rapid pace of emerging trends and their life cycle makes it hard for marketers to quickly adopt and stay ahead of the competition without causing email fatigue. Additionally, as highlighted by Norton, 69% of users are more concerned than ever about their data privacy, which in turn makes them more wary of what they engage with.

Email fatigue

Frequent emails result in email fatigue leading to reduced engagement rates, or worse case scenario an increase in unsubscribe rates. To combat this, it's crucial to strike the right balance in email frequency to your industry and audience. While finding the the right frequency is not a one size fits all, we recommend auditing your emails sends.

Start small with sending the right emails at the right time like when a user first subscribers or completes a desired action. Slowly integrate additional content and test its performance. Each email should serve a specific purpose and provide valuable and relevant content, this is where segmentation and AI-driven personalization becomes your best friend.

Privacy concerns

While for marketers the ability to collect a wide range of data on user demographics and behaviours is gold, for users this brings concerns. Marketers can mitigate these concerns by making consent and transparency regarding data collection and usage easily understood with an option to opt-out. Not only does this allow users to make informed decisions, but in the long term allows for increased trust and loyalty.

AI biases

While biases is not exclusive to AI, the rise of Artificial Intelligence has brought this concern to the forefront of marketer's mind.

Because AI is influenced by the historic data it processes and individual prompts, it may inadvertently perpetuate responses based on stereotypes and biases patterns. This can lead to content that is skewed and alienates certain segments of the audience.

Much like anything else that is public facing, we recommend implementing internal process to detect biases. This may mean having a review process in place to cross-reference AI outcomes with multiple folks with different background and experiences. Another suggestion is to regularly audit AI prompts keeping diversity and inclusivity top of mind to ensure fairness and accuracy.

Beyond the inbox: Integrating email marketing with other digital marketing strategies

As valuable as email marketing is, 72% of customers say they prefer to engage with brands through multiple channels. By coordinating email marketing efforts with other channels, marketers can build engaging and cohesive experiences for customers. In the same way that all conversations with a friend feel the same - whether they’re in person, over text, or on the phone - a holistic digital marketing strategy allows marketers to create space for immersive interactions that meet customers where they're at.

The future of email marketing lies in its integration with other marketing channels. Some standout ways to do this include:

  • Landing pages: For marketers, landing pages helps lead customers to take a desired action, increase conversion. For users, this cohesive integration offers a smooth transition from email to a browsing experience where they can find more information that helps them make educated decisions.
  • Social media: Marketers can leverage the power of social sharing, UGC, and email marketing to amplify their reach and establish a balance of nurturing new and existing audiences. For customers, this means a seamless way to engage with one brand regardless of the channel they prefer, fostering a sense of community.
  • Content marketing and SEO: Email campaigns can drive traffic to valuable content resources, such as blog posts, whitepapers, videos, and infographics. For customers, this means having an easy way to acquire new knowledge and interact with the brands they love.

Embracing the future of email marketing

Change is inevitable in all aspects of life and marketing is no exception, but this doesn’t mean you need to throw out your old playbook. Rather, it's about recognizing how the landscape if evolving and adapting. As mentioned today, some of the key areas driving the future of email marketing include AI and automation, multichannel marketing, and the emphasis on enhanced interactivity. While these might seem like heavy strategies to implement, know that you don't have to do it alone.

At Beefree, we're dedicated to empowering marketers with the tools and resources needed to thrive in this dynamic environment. Our intuitive HTML email builder, AI copy assistant, and wide range of email and landing page templates support marketers in the search of innovative solutions to respond to the shift in the market's need.

To find out more, sign up for Beefree 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
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.

How to Leverage AI in Email Marketing 2024 & Beyond

Emily Santos
Emily Santos
11 Jun
2024

If you haven’t started exploring AI and how it can impact your content and email marketing, it may be time to join the club. According to HubSpot’s State of Generative AI survey, 82% of marketers report that generative AI has changed how they create content. 

Today’s artificial intelligence can be an influential asset in your email marketing. From creating personalized content to delivering next-level data analysis, AI can support every step of your email creation process.

Understanding AI in email marketing

As AI capabilities expand, the societal perception that AI will eliminate jobs grows. While it is true that AI can transform an email marketing program, allowing for more efficiency, it isn’t a replacement for your email marketing team. 

Instead, AI-powered solutions are power tools to enhance your team's ability to create more engaging, effective, and high-performing campaigns. Additionally, for small teams with limited resources, AI makes email marketing more accessible and allows larger teams to scale production. 

How are email marketers leveraging AI?

Influencer Marketing Hub shows that 63% of marketers are currently using AI in their email marketing. While AI is mainly known for its content optimization capabilities - there are various other ways marketers can harness the power of AI, unlocking its full potential: 

  • Automation: AI tools can automate routine and repetitive tasks. For instance, when folks sign up for your newsletter, AI can manage those new contacts and segment them to receive an onboarding email sequence.

  • Personalization: According to Campaign Monitor, personalization can increase email marketing revenue by 760%. AI can spot patterns in customers’ activity and use these to personalize their emails, such as sending them content about a topic or product they’ve been viewing on your site or product recommendations based on their browsing history. 
  • Analytics and insights: AI is excellent at gathering and analyzing data for insights that will help you improve your future campaigns. For example, it can identify the best times to send emails to particular customers, increasing engagement. 
  • Segmentation: Dividing your mailing list into segments based on customer behaviors and patterns is crucial when sending targeted campaigns to customers. AI can help by picking up patterns and creating segments based on these patterns, allowing you to send relevant content to the right people.

Challenges and considerations of AI

As much potential benefit as AI has for email marketing, no change comes without its challenges. Some challenges to consider are: 

  • Data privacy concerns: Data privacy is always concerning when using third-party solutions. Given that AI handles large volumes of personal data, it is vital to ensure that the solutions you onboard comply with regulations such as GDPR and CCPA. Additionally, communicate these changes to users, updating your terms of use and privacy policy to promote transparency. 

  • Errors: Because AI is driven by the data it is trained on, errors or biased outcomes are possible. However, we believe this to be true without AI as well. It is important always to have multiple steps of quality control and assurance and to fine-tune AI prompts to avoid biased responses.

  • Loss of human touch: As mentioned earlier, AI is not meant to replace email marketers but to support them. Regarding email marketing, a human touch and a conversational tone are crucial for engagement, something AI simply can’t achieve alone.

How to get started using AI in email marketing

With all the potential AI has in your email marketing, if you haven’t tried it out yet, now is the time.

  1. Audit your email marketing process, jotting down areas of opportunity.  As interesting as AI advancement is, it is not necessary to use AI simply for the sake of using new technology. Once you clearly understand your current email marketing process, you can identify specific areas where AI can enhance your efforts. 
  1. Make small but measurable changes. Compare performance between AI strategies and manual strategies. For example, send out two campaign versions, one with AI-generated content and the other with content you created without AI, to see which one performs better. Use these results to determine where AI can make a practical, profitable difference.
  2. Identify the most repetitive or time-consuming aspects of your email marketing. Automating these tasks with AI can significantly improve efficiency and free up valuable time for more strategic activities. Use this list to help you find the right tools. 

AI email marketing tools

With over 70,000 AI businesses worldwide and 42% of companies exploring how to integrate AI, it’s easy to get overwhelmed - so where do you start? Here is a roundup of some of the top AI solutions allowing marketers to optimize their email operations: 

  • Grammarly: This solution needs no explanation. Grammarly is a leading AI-powered copy editor helping marketers create clear, concise, and error-free messaging. 
  • ChatGPT: The tool that changed the AI game. ChatGPT serves as a solution for ideating, writing, and proofreading copy for marketers. Many tools, such as Beefree, have integrated ChatGPT into their product, empowering users with a built-in AI assistant for all content needs. 
  • Seventh Sense: Seventh Sense analyzes when your recipients open and click emails, spotting patterns and then automating your email send times to send emails to individual recipients when they’re most likely to open them.

A new generation of email marketing with AI

The power of AI in email marketing is undeniable. For email marketers, AI solutions can help create more relevant, timely, and stronger customer relationships, inevitably driving higher conversion rates. However, the adoption of AI shouldn’t be just for adoption sake. 

At Beefree, we take pride in slow progress that helps solve users' most prevalent needs. Our implementation of the AI copy Assistant has helped Beefree users save time juggling from tool to tool and optimize email content directly in-app. This is how we recommend you embrace AI, making perhaps small but meaningful changes in your process that allow you to stay ahead in this new, fast-paced era of email marketing

If you’re ready to optimize your email marketing efforts and try AI, consider trying Beefree—after all, it’s free! 

The Future of Email Marketing in 2024

Explore the future of email marketing trends like AI personalization, multi-channel experiences, and other innovative digital strategies for enhanced engagement.
Emily Santos
Emily Santos
24 May
2024

While new marketing platforms pop up everyday, marketers are not tossing email to the side. While some claim that Gen Zers don’t use email and refer to other platforms such as TikTok and Instagram to make purchases,  a recent poll by Media Post reports 53% of Gen Zers still enjoy getting weekly emails from their favorite brands.

Jennifer Harmon, Content Strategist and Creator of Convince & Convert, confirms that email marketing is likely to only become more important as changes continue to happen with paid media, cookies, and permissions.

With a ROI of $36 for every dollar spent and 79% of marketers naming email as one of their top effective channels, the idea that email is dead is ... well, dead.

The continuing dominance of email marketing

It isn’t luck or routine that keeps email marketing alive and thriving, but rather it's unique advantages:

  • Unparalleled reach: Email marketing provides a direct channel to connect with vast audiences worldwide. With an expected 4.73 billion email users by 2026, marketers can leverage automation tools to send personalized emails at optimal times regardless of geographical boundaries or time zones.
  • Personalization at scale: In addition to being able to reach audiences far and wide, email marketing allows marketers to personalize messages at scale. With segmentation and automation tools, personalization requires minimal manual intervention - a benefit not offered by other digital platforms.
  • Cost-effective growth: Unlike other marketing methods that may require investment in print materials or ads, email campaigns can be executed at a fraction of the cost. As the audience base grows, With the right tools, marketers can easily scale email production as their audience base growth.

Key trends shaping the future of email marketing

As we delve into the growing need for marketers to not only catch the attention of their audiences but also to connect and drive conversions, there are three key trends shaping the future of email marketing:

AI-driven personalization

According to Hubspot, segmented emails have 30% more opens and 50% more clickthroughs than general emails send to your mass audience. The need for segmenting and personalization aren’t new but the way we approach them is.

AI today is used as a power tool to collect relevant data about users. For instance, it can use customers’ purchase history or viewing history to email them personalized product recommendations. This is increasingly important, with 71% of consumers now expecting personalized interactions from brands, but it is only the tip of the iceberg.

63% of marketers of marketers leverage AI to help them get more done, faster. ChatGPT or bullt-in AI solutions tools like Beefree’s AI copy assistant make it easier to find the right messaging for email campaigns, by optimizing existing copy or tailoring copy to unique audiences they might not know much of yet.

Interactive email experiences

Interactive email content achieves 73% higher click-to-open rates, according to Martech Advisor. Interactive email content includes surveys, polls, carousels, gamification elements, and more. Email builders and third-party solutions have made integrating such content easier than ever allowing the every-day marketer to up their email content without the need for developers.

Microinteraction such as small animations or a CTA hover are growing in popularity.These small elements make an mundane task such as reading emails, an interactive experience.

Navigating the challenges and seizing opportunities

While innovation brings a world of possibilities, it also brings a few challenges for marketers. The rapid pace of emerging trends and their life cycle makes it hard for marketers to quickly adopt and stay ahead of the competition without causing email fatigue. Additionally, as highlighted by Norton, 69% of users are more concerned than ever about their data privacy, which in turn makes them more wary of what they engage with.

Email fatigue

Frequent emails result in email fatigue leading to reduced engagement rates, or worse case scenario an increase in unsubscribe rates. To combat this, it's crucial to strike the right balance in email frequency to your industry and audience. While finding the the right frequency is not a one size fits all, we recommend auditing your emails sends.

Start small with sending the right emails at the right time like when a user first subscribers or completes a desired action. Slowly integrate additional content and test its performance. Each email should serve a specific purpose and provide valuable and relevant content, this is where segmentation and AI-driven personalization becomes your best friend.

Privacy concerns

While for marketers the ability to collect a wide range of data on user demographics and behaviours is gold, for users this brings concerns. Marketers can mitigate these concerns by making consent and transparency regarding data collection and usage easily understood with an option to opt-out. Not only does this allow users to make informed decisions, but in the long term allows for increased trust and loyalty.

AI biases

While biases is not exclusive to AI, the rise of Artificial Intelligence has brought this concern to the forefront of marketer's mind.

Because AI is influenced by the historic data it processes and individual prompts, it may inadvertently perpetuate responses based on stereotypes and biases patterns. This can lead to content that is skewed and alienates certain segments of the audience.

Much like anything else that is public facing, we recommend implementing internal process to detect biases. This may mean having a review process in place to cross-reference AI outcomes with multiple folks with different background and experiences. Another suggestion is to regularly audit AI prompts keeping diversity and inclusivity top of mind to ensure fairness and accuracy.

Beyond the inbox: Integrating email marketing with other digital marketing strategies

As valuable as email marketing is, 72% of customers say they prefer to engage with brands through multiple channels. By coordinating email marketing efforts with other channels, marketers can build engaging and cohesive experiences for customers. In the same way that all conversations with a friend feel the same - whether they’re in person, over text, or on the phone - a holistic digital marketing strategy allows marketers to create space for immersive interactions that meet customers where they're at.

The future of email marketing lies in its integration with other marketing channels. Some standout ways to do this include:

  • Landing pages: For marketers, landing pages helps lead customers to take a desired action, increase conversion. For users, this cohesive integration offers a smooth transition from email to a browsing experience where they can find more information that helps them make educated decisions.
  • Social media: Marketers can leverage the power of social sharing, UGC, and email marketing to amplify their reach and establish a balance of nurturing new and existing audiences. For customers, this means a seamless way to engage with one brand regardless of the channel they prefer, fostering a sense of community.
  • Content marketing and SEO: Email campaigns can drive traffic to valuable content resources, such as blog posts, whitepapers, videos, and infographics. For customers, this means having an easy way to acquire new knowledge and interact with the brands they love.

Embracing the future of email marketing

Change is inevitable in all aspects of life and marketing is no exception, but this doesn’t mean you need to throw out your old playbook. Rather, it's about recognizing how the landscape if evolving and adapting. As mentioned today, some of the key areas driving the future of email marketing include AI and automation, multichannel marketing, and the emphasis on enhanced interactivity. While these might seem like heavy strategies to implement, know that you don't have to do it alone.

At Beefree, we're dedicated to empowering marketers with the tools and resources needed to thrive in this dynamic environment. Our intuitive HTML email builder, AI copy assistant, and wide range of email and landing page templates support marketers in the search of innovative solutions to respond to the shift in the market's need.

To find out more, sign up for Beefree today!

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