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Your Go-To Guide For Ecommerce Email Marketing Campaigns

Dalila Bonomi
Dalila Bonomi
Sep 3, 2019
Your Go-To Guide For Ecommerce Email Marketing Campaigns
Your Go-To Guide For Ecommerce Email Marketing Campaigns

Originally published on September 3, 2019. Last updated October 8, 2021.Establishing your ecommerce business in the digital world is overwhelming due to the sheer number of moving parts and channels. The good news is you don’t have to be everywhere at once. Strategically focusing on one communication channel allows you to create genuine connections and stand out from the crowd.Email marketing is the best marketing channel to convert ecommerce website visitors into customers because it’s relatively inexpensive and used by every generation, including internet-savvy Gen Z and millennials.Recent data from Barilliance states that nearly 18% of businesses with email marketing campaigns achieved ROIs over $70 per every $1 invested.How can your business achieve these insane ROIs? Start by creating the best customer experience. A well-planned email sequence builds trust with your customers and encourages repeat buys.Let’s start with some basics to learn how to best connect with your customers.

What is ecommerce email marketing?

Ecommerce email marketing is a marketing strategy that uses emails to guide potential customers through the buying process. This type of marketing is all about building relationships and inspiring customer loyalty to increase repeat purchases.Ecommerce email marketing includes both promotional emails (new products, offers/discounts) and transactional emails (abandoned cart, receipt of payment, shipping confirmation).Creating email campaigns builds brand loyalty by opening an exclusive line of communication to email subscribers. Unlike social media or other public advertising platforms, email adds a personal touch. Be sure to implement these email design best practices when creating your ecommerce email series:

  • Personalize
  • Offer exclusive discounts to returning customers
  • A/B test
  • Optimize for mobile
  • Create a referral program
  • Ask for reviews and feedback
  • Notify customers when missing items are back in stock
  • Follow up on leads
  • Track which emails are most responsive
  • Include an unsubscribe option

 These ecommerce email templates take best practices into consideration. Customize them to align with your brand identity.So far so good? Let’s tackle these top tips to gain some serious customer traction with your ecommerce email sequence.

Best tips to leverage your ecommerce email marketing 

The email address has become our de-facto digital passport and a powerful marketing tool. When used correctly, it allows businesses to build long lasting relationships with their most loyal customers.When it comes to designing your own ecommerce email campaign, create a solid sequence with the following best practices in mind.

1. Establish your brand identity

Your ecommerce brand identity is your business personality. It’s how your customers perceive your business and the impression it makes and carries across your customer base.When forming your visual brand identity think about:

  • Name and taglines: Define your acronyms and consistent terminology for your brand.
  • Images: Optimize your images and make sure to find balance between images and text.
  • Email and web domains: Develop and stick to consistent layouts. Will your customers recognize your brand across all types of content?
  • Colors: Implement a color scheme for your emails and keep those brand colors consistent across all content. 
  • Fonts: Consider the nature of your business and decide on a web-safe font.

Establishing your brand identity with a trusted logo, consistent fonts/colors and an inviting email address will ensure that customers open your emails. The consistency gives a reputable first impression. It builds credibility and trust for a long term relationship with those customers.

2. Use each email as an opportunity to engage

Remember that every email you send is an opportunity to engage with your customer base. But it’s not solely about the campaigns themselves, there are other points of contact that will help you engage and connect further with your customers such as:

  • Newsletters
  • Appointment confirmations
  • Receipts 

Add more emails to your collection—develop a structured marketing calendar and a strong welcome series to get started. Make sure to automate them to make your life easier. When there are so many ways to connect with customers, it’s best to establish a sturdy system so there’s less on your plate day-to-day.Then, be sure to build your email list with opt-in opportunities and free offers to incentivize your customers. This will build loyalty and strengthen your connection with them.

3. Adopt a mobile-first approach

Think mobile first: bigger buttons, bigger text, simple message structure and responsive layout. Plenty of emails in your inbox unfortunately aren't optimized for mobile, so make sure to use a design tool that ensures you’re creating email campaigns that render correctly.Massimo Arrigoni, CEO of BEE explains:

“We need to think of our customers first having a mobile experience of our email messages, and then, maybe, a desktop one. That’s what “mobile-first” means: defaulting to mobile: thinking of a mobile user before any other user. And flipping the User Experience table in favor of a mobile experience has a far-reaching impact on email design, web design, online store checkout design, etc.”

4. Design uncluttered, focused messages

Nowadays, attention spans are super short. Customers browse through their inbox at the speed of light to quickly access the information they need or what’s interesting to them.Because of this, it’s best to keep email messages (optimized for both mobile and desktop) focused, clearcut and uncluttered with minimal topics. Best practice is to have only one call to action. If you need to use multiple call-to-actions, make sure those different sections of the email are visually separated using plenty of white space, different background colors and full-width images.

5. Choose the right design tools

Decide on the design tools that work best for your ecommerce business. For email design, BEE Pro offers an extensive collection of ecommerce templates to build from or use as inspiration for your email sequence.If you need graphics for your business, you can DIY or outsource through a trusted platform like Canva or Adobe Photoshop.

6. Design with the email client in mind

Creating emails that render correctly is essential to a successful email marketing strategy. Develop emails with the email client in mind. What does that mean? Well, take a look at your customer base and find out which email clients they’re coming from. Are the majority from Gmail or Outlook? Maybe they’re coming from Apple. Study up on which email client the majority of your customers use and then design emails following the best practices for that specific email client.

7. Include email elements that intrigue your target audience 

Insert new elements into your emails like GIF animations and even live content like countdown timers and dynamic maps. Make sure the first frame of your email is something that your target audience will get excited about. Try new elements, track results and get creative.

8. Make it modular

Creating a modular design system means making sure each touchpoint is replaceable without requiring other parts of the system to be significantly modified. This goes for both your ecommerce email marketing campaign and the specific functionalities that drive your entire ecommerce business.Modular design principles:

  • Each part of a system, be it an email message, a service, a job function, landing page, or anything else must have a clearly defined purpose. 
  • Redundant parts should be removed, except where they improve the resilience or scalability of the system. In regards to email, this refers to having too many emails in your sequence or even overusing specific email design elements.
  • If any part of the system fails or needs to be updated, it should be easy to alter or replace without affecting the other parts of the system.
  • Think mechanics; all cars, computers, machines are modular systems.

Your emails and the other systems that make up your ecommerce business should present a modular design to simplify your processes and drive more sales.

9. Elevate your email marketing strategy with landing pages

Ecommerce business landing pages are great opportunities to drive traffic and conversions. These are where people will opt-in to your mailing list, so be sure to create opt-in forms and make them easily visible to visiting customers.Along with visibility, make sure to include your landing page links in your social media bios. A link in bio needs to stay up to date with your latest deals or products. Know your domain, social media handles, payment portals and be able to easily provide them to your customers when needed. Also, focus on optimizing your landing pages, shopping carts and checkout pages. Everything must acknowledge the mobile-first reality.Your landing pages could include anything that would attract your customers like free downloads, content, ebooks, or coupons. When crafting the landing page itself, draw from some of these ideas:

  • Provide a single page that is an easy portal to promotions, payments, shopping, booking, social media, and virtually anything else
  • Mobile responsiveness and one-page design
  • No-code resources
  • Always use the ‘Keep it Simple’ principle. Less is often more. If you aren’t sure you need it, you probably don’t

Pro tip: A content management system (CMS) like Wordpress is often overkill for a simple, small business

10. Scale your ecommerce business

Know when to outsource. Do you need to embed payment portals or use a platform for proposals or invoices? What accounting platforms will make your life easier? Research to see what services are best for your type of business.With email, use a professional ESP like ActiveCampaign or Mailchimp. And again, know what email clients your customers are using.

11. Maintain customer engagement

It’s important to continually nurture your client base through fluid communication. Customer resource management (CRM) is a next-level tool for managing client opportunities. Salesforce and Hubspot are great for these needs. These tools are usually not leveraged until a business reaches a certain level, but they are invaluable in maintaining customer engagement.With email, it’s best to track your email engagement metrics to better nurture your customer relationships. This will allow you to understand what design and content changes that need to better connect with your customers to ultimately boost conversion rates.

12. Integrate tools and automate emails

Your workflow is important. From email to payment platforms, your tools need to work in tandem. As an ecommerce business, if you accept bookings make sure the following work together:

  • Website
  • Scheduling
  • Payments
  • Calendar
  • Accounting
  • Email Service Provider

If you sell products or services as an ecommerce business, make sure these work together:

  • Website
  • Shopping cart
  • Shipping services
  • Payments
  • Accounting
  • Email Service Provider

With email, automation is a big time-saver. Set up trigger emails to automatically send when customers take (or don’t take) certain actions that your emails or website intends them to. If your tools don’t create a seamless process for you, then there are changes to be made.

13. Bonus Tips

While this long laundry list of best practices might seem intimidating, setting things in place now will ultimately help you thrive long term.Along with getting your processes in place, don’t forget about your clients. Nurture those relationships by engaging through interesting “greenfield” content.Develop a long term engagement funnel, through several different channels. With that, remember the more you automate emails, the better:

  • Template your invoices, emails and other content
  • Have opt-ins in your emails and on your website for:
  • Educational/informational resources
  • Workshops, events and newsletters
  • Special promotions
  • Make sure your funnels are modular. Be able to replace an email or business tool without breaking the sequence of your automation.
  • Personalize and automate your emails with merge tags

7 email types all ecommerce brands should have (with relevant examples) 

Before you get down to the nitty-gritty of designing each email, you need to have an overall strategy for your ecommerce email marketing. Part of that strategy includes defining the types of emails you want to include and mapping out the order in which you’ll send them. From welcome emails for new customers to sales emails for longtime customers, here are 7 of the best ecommerce email marketing examples you’ll want to use:

Welcome email

As an ecommerce business, it’s crucial to recognize customers that have opted in to receiving your emails — so when a new customer signs up, thank them and provide something of value to begin building a connection.Tip: A good welcome email series should thank the customer for signing up and lay out the next steps, such as setting up an account, finishing an order or giving a $10-off welcome coupon like Bulk Bookstore does here. Relevant template:welcome email template

Use this template in Beefree!

Use this template in Beefree!

Abandoned cart email

Each year, customers abandon approximately $4.6 trillion worth of merchandise. Send an abandoned cart email to help reel customers into a confirmed purchase. Customers often accidentally abandon their carts due to external interruptions or website difficulties. A great abandoned cart email will give them a nudge in the right direction.Tip: Include these elements in your abandoned cart email:

  • “Don’t forget me” note
  • Discount code/Free shipping
  • Specifics on what was left in the cart
  • CTA button with link to website 
  • “You might also like…” section
  • Support team contact information

Relevant template:abandoned cart email template

Use this template in Beefree!

Use this template in Beefree!

Win-back email

Win-back your website visitors with this browsing products template. Similar to abandoned cart emails, browsing product emails are sent after customers browse your website but don’t place any items in their cart. Often overlooked, the browse abandonment emails actually bring in better results than the abandoned cart email. In fact, since visitors don’t need to place items in their cart to fall into this category, the pool of people you can target with these emails will be much larger.Tip: A browsing product email should display:

  • Products the customer was looking at 
  • Coupons or discount codes that apply to those products
  • Thank you note for stopping by
  • Invitation to continue shopping 
  • A “You might also like…” section  

Relevant template: win-back email template

Use this template in Beefree!

Use this template in Beefree!

Order confirmation email

Once your customer makes an order, you need to send them a confirmation email that says thank you, lists the products they bought and explains any next steps (“You’ll receive an email when your order ships” or “Please leave us a review”). This email provides a lot of valuable information to your customers.Tip: It should include all of the personal information the customer gave you (shipping address, payment method, etc.) so they are able to let you know if any info is incorrect. Also, use this email to add an extra section at the bottom of the email that recommends other products your customer would love based on their recent purchase.Relevant template:order confirmation email template

Use this template in Beefree!

Use this template in Beefree!

Shipping confirmation email

After your customer has ordered their product and it’s set to ship a few days later, you will need to notify them that their package is on the way.Tip: A shipping confirmation email should include:

  • The estimated delivery date
  • A receipt listing what was included in the purchase 
  • A tracking number 

Throw a promo code into this email too. This will play on customer excitement and anticipation of what’s to arrive. In this state, they’re likely to purchase more from you.Relevant template:shipping confirmation email template

Use this template in Beefree!

Use this template in Beefree!

Promo code email

Give out those deals. A promo code email is a valuable ecommerce email because it reels customers in with a discount code. This is an effective move — 68% of consumers say they are more willing to shop somewhere that provides promos and coupons. It generates customer loyalty.Tip: With your promo code email, make sure to:

  • Personalize your promotions 
  • Include the discount in the subject line 
  • Keep the code short and sweet (“50TODAY” instead of “MYT-567-XB-002”). 

Relevant template:promo code email template

Use this template in Beefree!

Use this template in Beefree!

Survey email

Reaching out to your customers to ask them for feedback on your product or service is the best way to improve your email marketing for ecommerce. Surveys share deeper insights into customer needs and will let you in on goals or pain points. There’s always room for improvement and your survey email is the perfect way to open that door to this type of communication and feedback.Tip: Be sure to keep the survey short and include a discount code to incentivize customers to take your survey.Relevant template: survey email template

Use this template in Beefree!

Use this template in Beefree!

How can ecommerce businesses design great emails? (Expert Advice)

In addition to using these ecommerce templates to increase customer engagement, take note of this advice from these ecommerce email experts.

The experts

Samar OwaisEmail conversion strategist and copywriter for SaaS and ecommerce businessesHillel BergEmail marketing consultant for ecommerce businesses

The pro-tips

Peek at reviews“Look at your competitors’ one and five star reviews.” Analyze where they are succeeding and where they might be falling short. Search for gaps so you can leverage what customers are missing from other brands and use that information in your email marketing. -SOCustomize to the time periodThink about what is going on in your demographic to jump on more situational targeted emails. For example, “A Canadian coat brand made a retargeting email saying ‘this storm is coming’.” This will help keep your brand top of mind since you are being punctual with your email sends to keep up with current events and happenings. -HBStep back and focus on the overall email experienceDon’t send the same cookie cutter emails—focus on creating a story. “Run through your customers’ thought process the moment they land on your website. With your first-time buyer set expectations. Second-time buyers, treat more like a friend.” Hone in on what you want your customers to do and what your next moves are if they don’t do what you want them to do. This will help you craft your story. -SOFocus in on browsing customersSend emails to users that abandon searching on your website rather than your typical abandon cart email. “Abandoned browse emails convert more than abandoned cart ones.” Track customers that click in to look at products further, maybe they are looking at the colors or sizes you have available. Send emails including those products that sparked the customers’ interests but never added to their cart.-HBCreate conversational email copyThink of your subject lines and email copy as a conversation you’re having with your customers. Email is a communication tool, so make it human. “‘50% off, two days only,’ how can you turn that into a conversation? Imagine you’re talking with a good friend when creating your email copy.” -SOPersonalize after the purchaseSend more personalized emails after customers purchase a specific item. Give them a list of items that may work well with what they’ve already purchased. Sending a simple, “Here’s what you can pair your purchase with,” email will drive more sales. -HB

Design your ecommerce email marketing campaign with BEE Pro

You’ve got a great product or service to sell, and the world needs to know about it. Try these email marketing tips and take advantage of BEE’s ecommerce email template collection. Customize your ecommerce email sequence to match your brand personality and design directly in mobile view to ensure your emails render perfectly on all devices. Cultivate ongoing customer engagement that increases conversions with your ecommerce email marketing campaign.

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Maximizing your agency’s ROI with Madison Taylor Marketing

Learn the strategies that propelled Madison Taylor Marketing to increase their clients' ROI by over 300%.
Beefree team
Jul 26, 2024

Maximizing your agency’s ROI with Madison Taylor Marketing 

Founded over 15 years ago, Madison Taylor Marketing has become a well-known agency in Denver, Colorado, for its success in bringing unprecedented results to clients. The agency's smart strategies have helped clients ensure alignment, reduce costs, optimize their resources, and, more notably, maximize ROI by almost 300% across all marketing efforts. 

In a live session with Chris Copen, Chief Operating Officer, Cassie Renier, Creative Specialist, and Andrea Davis, Creative Manager, they shared their insight into how agencies can maximize their ROI with email marketing. 

What is ROI? 

“ROI, or Return on Investment, is one of our most important performance indicators as an agency. 

ROI is not just a metric, but it measures the profitability of our business and our investments and helps us understand the value that we're generating from our efforts and resources. 

By tracking ROI, we are trying to ensure that our strategies are effective, identify areas for improvement, and make data-driven decisions.

For agencies, achieving a high ROI is really important because it reflects our ability to deliver value to our clients and continually optimize operations. Ultimately, this empowers us to drive growth for ourselves.

For our clients, our ability to achieve high ROI demonstrates our ability to use budgets wisely to deliver maximum value and achieve their business goals efficiently.”

Excerpt from Chris Copen at our live session with Madison Taylor Marketing.
Optimized for readability and engagement 

With a return of $36 per $1 spent, why do agencies struggle to increase email marketing ROI? 

“We have found that that email is a powerful tool for achieving ROI for our clients. It's been around for a long time, and it's a tried and true tactic. While people have changed their media consumption habits, email continues to produce results for us. Email marketing connects our clients directly with their audience segments, allows us to deliver personalized content, and drives conversions.

Despite its potential, though, we have definitely experienced struggles over the years.

For both ourselves and our clients, we’ve found that the main challenge with email marketing is how much time and effort it takes.

Creating visually appealing and effective email campaigns requires significant time and effort.

We have found ourselves really bogged down in the minutiae of design details and trying to craft the “perfect” layout and visual elements. While important, this detracts from strategic activities that might yield higher returns.”

We've also experienced the challenge of hard coding emails and getting those emails to work across platforms. This process is not only time-consuming but also prone to errors. Little mistakes in the code can lead to rendering issues across different email clients, which has obvious consequences for a campaign’s effectiveness and ROI.

In addition to that, there's the issue of too much back-and-forth. When we collaborate on email campaigns, this often involves multiple rounds of feedback and revision. 

All of that just adds to the cumbersome and lengthy process and leads to diminishing returns - addressing all of those is critical in unlocking the full potential of email marketing for ROI. 

Excerpt from Chris Copen at our live session with Madison Taylor Marketing.
Optimized for readability and engagement 

How can agencies optimize their email marketing ROI

“By optimizing our email creation process, leveraging automated tools, reducing manual coding, and streamlining our feedback mechanisms, we were really able to improve our ROI. Cassie has been one of our leaders in helping us find the right tools and helping us increase our productivity and efficiency.”

- Chris Copen

1. Find the email marketing tools 

"Finding the right tool enables and empowers us to execute our vision and our client's vision without hindering their goals.

As a designer, when I'm looking for the right tool for email marketing, there are a few things to look for.

Ease of use is the first thing. Whatever tool you use should be user-friendly, intuitive, and allow me to create and customize designs quickly and effectively. 

Another need is a high degree of flexibility. I need to be able to create unique and visually appealing emails that align with the specific branding of all of our clients. We shouldn’t have to sacrifice elements of a client's brand to fit within the constraints of a design platform. 

The collaborative nature of a tool is also crucial. The right tool should facilitate seamless communication and collaboration, not only with our clients but also internally, throughout the revision process. That includes features like real-time editing, feedback, integrations, approval workflows, and so on. This helps us ensure we are always on the same page internally and with our clients.

Lastly, the right tool should integrate smoothly with other platforms and tools, such as CRM systems, analytic tools, and marketing automation platforms. This helps ensure that we have a cohesive, streamlined process from design to delivery and analysis and are not bouncing between a bunch of different platforms. 

Our previous process before finding Beefree was inefficient and unsustainable. It was clear that our approach was hindering our ability to meet client expectations and deliver high-quality, unique campaigns. 

Recognizing this was the first step toward improving our process. We needed a tool that would propel our agency to go above and beyond what our clients had asked for."

- Cassie Renier

Excerpt from our live session with Madison Taylor Marketing.
Optimized for readability and engagement 

2. Optimize your design and collaboration processes 

“When it comes to making something like email marketing work, alignment between vision and capability is so important.

When we're working as a team of marketers and designers, we need to effectively collaborate on an idea from start to finish.

Often, agencies run into issues executing on a vision because of limitations in capabilities, whether human, tools, or resources.

What we've found that works really well is to first clarify the client's situation and goals to ensure we're moving in the right direction. Involving design teams early in the process is crucial to understanding the full context and aligning on the vision.

Then, we need to be able to move from strategy to deliverables in the most cost-efficient manner. This means reducing the time spent on ideation, creation, and revisions. This is another reason why finding the right tools is important.

Beefree, specifically, allowed us to streamline our processes and enabled us to produce high-quality designs rapidly, ensuring timely and relevant communication with our client’s audiences. With Beefree’s collaboration features, all team members communicate in one place, reducing the time spent on back-and-forth and ensuring everyone is on the same page. Also, with real-time collaboration clients could see changes as they happened, reducing the need for multiple rounds of revisions.

By simply optimizing our email and collaboration processes we were able to reduce the time spent on designing while still producing high-quality assets. This allowed us to respond more quickly to market demands and time-sensitive opportunities, improving our ROI.

Excerpt from Andrea Davis at our live session with Madison Taylor Marketing. 
Optimized for readability and engagement 

How should agencies measure their ROI

“In terms of measuring external ROI, setting clear, measurable goals for each campaign is important. 

Whether it's increasing engagement, generating leads, or driving sales, having specific objectives helps define what success looks like and provides a benchmark for measurement.

Track all related costs accurately. This includes not only direct expenses like ad spend but also indirect costs such as team hours and the cost of tools we use to streamline email creation and deployment. Knowing your total investment is crucial for an accurate ROI assessment.

Analyze your key performance metrics. These metrics might include open rates, click-through rates, conversion rates, and overall engagement. Analyzing this data will provide insights into how well campaigns are performing and how the use of efficient tools contributes to these results.

Consider both short-term and long-term impacts. Immediate results, such as sales from a campaign, are important, but so are long-term benefits like customer retention and brand awareness. Understanding the broader impact helps paint a complete picture of ROI.

Regularly review and adjust strategies and processes based on our findings. ROI measurement should be an ongoing process, helping refine tactics and improve future campaigns, but also providing internal operations insights. This iterative approach ensures continuous improvement and better outcomes over time.

Evaluating distinctly the ROI of internal investments. This includes the tools and technologies we use to enhance our productivity and efficiency. Analyze the effectiveness of these tools in helping you streamline your processes.” 

Additional insights shared by Chris Copen, Chief Operating Officer at Madison Taylor Marketing. 

How Madison Taylor Marketing cut down email development time by 66% with Beefree

CEO and Founder Aimee Meester shares how her team uses Beefree to create engaging and personalized content faster than ever before. Learn more about the business impact of Beefree on Madison Taylor Marketing.

Beginners Guide to Lifecycle Email Marketing

Discover how to optimize your email marketing strategy by understanding and leveraging the stages of lifecycle email marketing. From awareness to advocacy, learn actionable tips to get started.
Beefree team
Jul 19, 2024

What is lifecycle email marketing?

Lifecycle email marketing is the act of segmenting your email subscribers based on where they are in the customer lifecycle. 

The customer lifecycle is the set of stages your customers go through, from when they first hear about your brand to making a purchase and everything in between. 

The stages of  the customer lifecycle are typically known as:

  • Awareness
  • Consideration
  • Conversion
  • Retention

A survey conducted by Econsultancy found that 74% of marketers experienced an increase in their overall customer engagement rates when using targeted emails. While there are many ways of segmenting your audience, lifecycle email marketing stands out as one of the most effective strategies allowing businesses to send highly relevant content that moves readers to the next stage in the customer lifecycle ending in ideally, unbound brand loyalty. 

Mapping Out Your Lifecycle Email Marketing Key Stages

Lifecycle email marketing is all about customizing emails for each customer’s depending on their familiarity with your brand. Before you can jump in, you’ll need to map out your customer lifecycle stages. The stages are similar for most businesses but they can vary based on the type of product or service you offer or your industry. 

The most common stages within lifecycle email marketing are:

  • Awareness: In email marketing, this is when someone first signs up for your email newsletter. 
  • Consideration: This subscriber has become highly engaged in your welcome series emails and has a desire to learn more. 
  • Conversion: This is when the subscriber has completed the desired action. 
  • Retention: Once a customer has completed the desired action, it’s important to keep them engaged in your brand to encourage a repeat conversion. 
  • Advocacy or referral: In this stage, you want to encourage them to share their experience with the brand through word of mouth of leaving testimonials. 
  • Re-engagement: After a while, subscribers may experience email fatigue and stop engaging with your brand altogether.

As mentioned, these are some of the most common stages of lifecycle email marketing and this might look differently for you. We suggest diving into user behavior, patterns, and data to better understand your customer base and how they move through the lifecycle. 

Getting started with lifecycle email marketing

As mentioned above, your lifecycle email marketing stages may differ depending on your business and industry. Here are some key considerations that will help shape what your cycle looks like. 

Step 1: Understanding your customer lifecycle

We suggest diving deep into user behavior, patterns, and data to better understand your customer base and how they move through the lifecycle. Start by analyzing how your customers first discover your brand, what keeps them engaged, and the touchpoints that lead to conversion.

Look at the entire journey, from initial awareness to post-purchase behavior, and identify key stages where customers might drop off or need extra engagement.

By understanding these nuances, you can tailor your email campaigns to meet your customers' needs at each stage, ensuring a more personalized and effective approach.

Step 2: Audit your existing email karketing

Take a look at your recent email marketing and take stock of what stages you’re nurturing most and which ones may not be targeted as well. You might find that you’ve been sending plenty of emails for the conversion stage but not enough for retention, or maybe you haven’t sent any emails directly for the advocacy and referral stages. 

Identifying gaps like these can show you where to be more focused and strategic in your email marketing moving forward.

Building out your lifecycle emails

Awareness

Customers in the awareness stage are just learning about and getting familiar with your brand. Your goal in this stage is to build a relationship with the customer, introduce them to your products or services, and tell them what you’re all about. 

This is when customers decide whether your brand is a good fit for them (think of it as a first date between your brand and the customer), so it’s important that you make a positive and authentic first impression.

A welcome email to those signing up for your mailing list is an excellent opportunity to make a strong impression and build familiarity. It’s also a great time to send emails highlighting your brand story, mission statements, and other introductions to your brand.

Consideration

In the consideration stage, customers decide whether your business is the right fit for them and compare it to similar solutions. At this stage, you want to compellingly show them what you have to offer and how you stand out.

One way this manifests is through comprehensive emails on your products or services. This means highlighting key benefits, features, and use cases. This is also a great place to show vs. tell. Include animations, videos, and gifs that easily illustrate the value you bring. 

Conversion

In this stage, a potential customer is on the verge of taking action. Emails in the conversion stage significantly influence that decision to buy. 

Personalized special offers can resonate really well with recipients as they can be tailored to their specific needs and interests. This can look like offering deals on items they’ve recently viewed on your website or first-time purchase discounts. 

Retention

This stage is where brand loyalty blossoms. Engaging customers beyond the initial conversion is crucial for retention and repeat purchases. During this stage, you can send service or product announcement emails to regularly communicate what’s new with your offer. A monthly or weekly newsletter is also a great way to keep your audience up to date on your brand’s activities and encourage them to explore other resources you may offer. 

Regardless, the emails you send at this stage should be strengthening and affirming the customer’s connection with your brand.

Advocacy

When a customer has developed trust in your brand and offer, they start recommending your brand or organization to others. Referrals are the one most effective way B2B businesses acquire new customers, and according to Nielsen, people are four times more likely to buy a product if they’re referred by a friend. 

When a customer is in the advocacy stage, you’ll want to send them review requests to encourage them to post testimonials, as well as educate them about any referral incentives you have.

Re-engagement

This is a period when your brand has fallen off their radar—they haven’t necessarily decided to stop following you, but they’re not actively interested in your services, products, or messaging. To continue to remain top of mind, we suggest doing regular re-engagement campaigns.

These types of emails could include special incentives like an exclusive discount, or simply “we’ve missed you” emails to show them what’s new. This is a good time to also reiterate the benefits of your offer as they pertain to their unique interest and preferences.

Best practices for lifecycle email marketing

Here are some best practices we recommend to ensuring that your lifecycle email marketing is optimized to build lasting relationships with your customers and drive ongoing engagement.

Segment your audience

The core of lifecycle email marketing is identifying what stage the individual is at any given time. Specifically for lifecycle email marketing, you'll want to segment your audience based on behaviours. This could include purchase history, website interactions, email engagement, or product usage. Patterns in these areas will help you best determine where to place an individual in the lifecycle stages.

Create personal and relevant content

Once you have an understanding of your users behaviours and patterns, use this to personalize your emails. Address recipients by their names, recommend products based on their past purchases, and tailor content to their preferences.

Ensure your emails provide value to your customers that helps move them to the next stage. Offer exclusive discounts, share useful tips, and provide relevant updates.

Timing and frequency

For lifecycle emails timing is crucial. Set up automated emails that are triggered by specific actions, such as welcome emails for new subscribers, cart abandonment reminders, and post-purchase follow-ups. These timely emails can significantly enhance engagement and conversions.

Monitor and measuring success

Along the way, make sure you’re tracking your metrics for each lifecycle stage to see how successful you are in moving folks through the customer lifecycle. Use these insights to refine your strategies and improve your overall strategy.

Testing

You can also conduct A/B tests to see how different email content, subject lines, and other details perform for people in specific lifecycle stages. For example, in your segment of customers who are in the consideration stage, run a test where half of them get an email every two days while the other half get an email every four days and see which group tends to engage more or convert more. This can tell you how frequently to send emails to this segment.

Just make sure you’re comparing apples to apples by comparing the two email versions for the same lifecycle segment, because customers in different lifecycle stages could have different reactions to the same email version.

Ensure brand consistency

Consistent branding helps recipients quickly recognize your emails, which builds trust and familiarity. According to a study conducted by Edelman, "81% of buyers need to trust a brand in order to buy from them," making trust and familiarity two crucial elements of efficient lifecycle email marketing.

Additionally, consistent branding helps differentiate your brand from competitors. This is crucial in the consideration stage to ensure you remain top of mind.

Designing emails for each stage of your lifecycle email marketing

The tips and strategies above can help you get started with lifecycle email marketing, but the success of your campaigns will also depend on how well you design and target your emails for specific stages and audiences.

That’s where Beefree can help. Our extensive email template library includes templates for many different types of emails that align with each lifecycle stage, and our easy HTML email editor lets you seamlessly customize them for your audiences.

You’ll be able to incorporate all the elements of your brand identity which helps you create brand recognition and build brand loyalty throughout every stage of the lifecycle. Interested in seeing how these templates can make your lifecycle email marketing simpler? Sign up for Beefree and start exploring.

5 Healthcare Email Examples Where Education Meets Promotion"

We’ve compiled 5 examples of healthcare emails done right. These top brands have excelled in the art of healthcare emails by blending informative with promotional content that presents itself as an empathetic helping hand.
Emily Santos
Jul 12, 2024

Effective email marketing in healthcare can have immense ROI. After all, it is a cost-effective and direct line of communication with your patients that, when done right, can drive engagement, encourage repeat visits, and help build ongoing trust and credibility. However, healthcare providers are faced with unique challenges when it comes to using email marketing. 

On the one hand, the goal is to engage patients and provide value to help build long-term relationships. On the other hand, the goal is to promote your services and, ideally, boost revenue via this marketing strategy. This balance can be tricky to achieve due to the sensitive nature of the healthcare industry; however, it is not impossible.


We’ve compiled 5 examples of healthcare emails done right. These top brands have excelled in the art of healthcare emails by blending valuable, informative content that addresses patient’s concerns with promotional content that presents itself as an empathetic helping hand.  

Healthcare newsletter examples

Sending monthly or weekly newsletters is an excellent way to strengthen relationships with patients or customers. These regular communications serve as a direct line to your audience, allowing you to engage and educate them on relevant health topics consistently. 

Each newsletter provides an opportunity to share reliable and practical health tips and update patients about clinic changes, new services, or special offerings. 

Everlywell 

Everlywell offers folks with at-home “health and wellness solutions.” In a recent newsletter they focus their message on addressing stress, a common concern among their audience. The email begins by empathizing with the reader, reassuring them that stress is a widespread issue, therefore establishing an immediate connection with their readers. 

By offering a free solution—specifically, a list of vitamins and supplements known to alleviate stress—Everlywell demonstrates its commitment to customer well-being. Simultaneously, by subtly promoting its own supplements within the email's content, it reinforces the message that Everlywell not only understands the reader's concerns but also provides practical solutions. 

everlywell healthcare newsletter email example
Free newsletter templates: https://beefree.io/templates/newsletter 

Seasonal health campaigns 

Another great way to connect with patients beyond the clinic is to send seasonal health campaigns. These campaigns are highly effective because they relate to current health concerns and conditions prevalent during specific times of the year.

Seasonal health campaigns allow healthcare providers to proactively address issues that are top-of-mind for patients during different seasons. 

Natalist

Natalist offers “fertility, pregnancy, and postpartum essentials.” To ring in the new year, their email “TTC in the new year?” leans into the possibility that with a new year, folks begin to consider trying to conceive, thoughtfully tapping taps into the natural inclination people have to reflect on life changes and set new goals as the calendar turns.

This thoughtful and well-timed campaign exemplifies how healthcare providers can connect with their audience by aligning their messaging with their customers' lives' natural rhythms and aspirations.

natalist seasonal healthcare email example
Browse our catalog of free seasonal templates: https://beefree.io/templates 

Promotional healthcare emails 

Promotional healthcare emails can significantly increase patient engagement. Offers tailored to patient needs can inform and encourage them to consider services they may not have known about. However, healthcare promotion emails come with their own set of challenges, HIPAA being the biggest hurdle.

ivee

Ivee offers “individualized medical care” services directly from home, including urgent care, diagnostic testing, IV therapy, and more. In a promotional email about their Membership and Programs, ivee takes the route of promotion through education.

Promoting medical treatments and procedures can be complex and often leaves patients with numerous questions and uncertainties.

ivee’s promotional email addresses this challenge by ensuring the content is clear, concise, and informative. Instead of overwhelming patients with technical jargon or complicated medical terms, Ivee breaks down the information into 3 digestible segments that guide the reader through their offerings:

  1. What the patient will receive
  2. How the program works
  3. What the next steps are 

ivee’s educational approach in its promotional email informs and empowers patients, building trust and confidence in their services. 

By addressing potential questions upfront, ivee reduces any concern that the patient may have regarding this service. This method of promotion through education is particularly effective in healthcare, where informed patients are more likely to engage with and benefit from the services offered.

ivee promotional healthcare email
Free product promotion templates: https://beefree.io/templates/product-promotion 

Free service promotion templates: https://beefree.io/templates/service-promotion 

Patient testimonials and success stories 

Using patient testimonials and stories in healthcare emails helps build trust and credibility. When potential patients read or hear about others who have successfully navigated similar health challenges, it reassures them of the effectiveness and reliability of the services offered. These narratives humanize the healthcare experience, which can sometimes feel cold and direct, by showcasing real people and their journeys. 

Much like any healthcare email, this one is particularly affected by the US HIPAA regulations. These emails require explicit consent and the careful handling of personal information. 

Additionally, it is crucial that these testimonials and stories remain authentic. Fabricated or exaggerated stories can damage credibility, and it's important to avoid over-promising outcomes. 

GoodRx

GoodRx provides telemedicine to track prescription drug pricing in the United States and offers drug coupons and medication discounts. In an email promoting their telehealth services, they use a patient testimonial to communicate the ease of their service.

GoodRx balances this strategy with maintaining client privacy by using anonymized testimonials and obtaining explicit consent from the patient. Anonymized testimonials protect the identity of the patients by removing any personal identifiers, ensuring that their privacy is not compromised while still providing authentic feedback about the service.

GoodRx patient email example
Free template to feature your client testimonials: https://beefree.io/template/customer-reviews-product-template 

Transactional healthcare email examples

Transactional emails play an important role in healthcare, allowing providers to share essential information that brings ease to the patient’s experience. More specifically, transactional emails improve operational efficiency. Some examples of transactional emails in healthcare include

  • Appointment confirmations and reminders
  • Prescription and medication updates
  • Follow-up care instructions
  • Billing and payment notification
  • Patient portal access 

Hims

Hims is an “online telehealth platform that provides virtual healthcare and support for men's health.” In the order confirmation email below, Hims offers the patient important order information such as order ID, date paid, total charge, and payment method. 

This transparency ensures patients have all the necessary details about their purchase, enhancing their trust in the platform. Additionally, Hims goes beyond just transactional information to offer patients peace of mind by reminding them of all the other free services they receive through their platform.

By highlighting these benefits, Hims reinforces the value of its service and strengthens its relationship with its patients. This approach confirms the purchase and reassures patients that they feel supported in various aspects of their health journey.

hims healthcare invoice email

Start designing healthcare emails with Beefree 

Navigating healthcare regulations can be challenging, but your email design doesn't have to be. With Beefree's intuitive design tools and templates, you can simplify your communication efforts to adhere to industry standards and focus on what truly matters: delivering exceptional care and valuable information to your patients

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Maximizing your agency’s ROI with Madison Taylor Marketing

Learn the strategies that propelled Madison Taylor Marketing to increase their clients' ROI by over 300%.
Beefree team
Beefree team
26 Jul
2024

Maximizing your agency’s ROI with Madison Taylor Marketing 

Founded over 15 years ago, Madison Taylor Marketing has become a well-known agency in Denver, Colorado, for its success in bringing unprecedented results to clients. The agency's smart strategies have helped clients ensure alignment, reduce costs, optimize their resources, and, more notably, maximize ROI by almost 300% across all marketing efforts. 

In a live session with Chris Copen, Chief Operating Officer, Cassie Renier, Creative Specialist, and Andrea Davis, Creative Manager, they shared their insight into how agencies can maximize their ROI with email marketing. 

What is ROI? 

“ROI, or Return on Investment, is one of our most important performance indicators as an agency. 

ROI is not just a metric, but it measures the profitability of our business and our investments and helps us understand the value that we're generating from our efforts and resources. 

By tracking ROI, we are trying to ensure that our strategies are effective, identify areas for improvement, and make data-driven decisions.

For agencies, achieving a high ROI is really important because it reflects our ability to deliver value to our clients and continually optimize operations. Ultimately, this empowers us to drive growth for ourselves.

For our clients, our ability to achieve high ROI demonstrates our ability to use budgets wisely to deliver maximum value and achieve their business goals efficiently.”

Excerpt from Chris Copen at our live session with Madison Taylor Marketing.
Optimized for readability and engagement 

With a return of $36 per $1 spent, why do agencies struggle to increase email marketing ROI? 

“We have found that that email is a powerful tool for achieving ROI for our clients. It's been around for a long time, and it's a tried and true tactic. While people have changed their media consumption habits, email continues to produce results for us. Email marketing connects our clients directly with their audience segments, allows us to deliver personalized content, and drives conversions.

Despite its potential, though, we have definitely experienced struggles over the years.

For both ourselves and our clients, we’ve found that the main challenge with email marketing is how much time and effort it takes.

Creating visually appealing and effective email campaigns requires significant time and effort.

We have found ourselves really bogged down in the minutiae of design details and trying to craft the “perfect” layout and visual elements. While important, this detracts from strategic activities that might yield higher returns.”

We've also experienced the challenge of hard coding emails and getting those emails to work across platforms. This process is not only time-consuming but also prone to errors. Little mistakes in the code can lead to rendering issues across different email clients, which has obvious consequences for a campaign’s effectiveness and ROI.

In addition to that, there's the issue of too much back-and-forth. When we collaborate on email campaigns, this often involves multiple rounds of feedback and revision. 

All of that just adds to the cumbersome and lengthy process and leads to diminishing returns - addressing all of those is critical in unlocking the full potential of email marketing for ROI. 

Excerpt from Chris Copen at our live session with Madison Taylor Marketing.
Optimized for readability and engagement 

How can agencies optimize their email marketing ROI

“By optimizing our email creation process, leveraging automated tools, reducing manual coding, and streamlining our feedback mechanisms, we were really able to improve our ROI. Cassie has been one of our leaders in helping us find the right tools and helping us increase our productivity and efficiency.”

- Chris Copen

1. Find the email marketing tools 

"Finding the right tool enables and empowers us to execute our vision and our client's vision without hindering their goals.

As a designer, when I'm looking for the right tool for email marketing, there are a few things to look for.

Ease of use is the first thing. Whatever tool you use should be user-friendly, intuitive, and allow me to create and customize designs quickly and effectively. 

Another need is a high degree of flexibility. I need to be able to create unique and visually appealing emails that align with the specific branding of all of our clients. We shouldn’t have to sacrifice elements of a client's brand to fit within the constraints of a design platform. 

The collaborative nature of a tool is also crucial. The right tool should facilitate seamless communication and collaboration, not only with our clients but also internally, throughout the revision process. That includes features like real-time editing, feedback, integrations, approval workflows, and so on. This helps us ensure we are always on the same page internally and with our clients.

Lastly, the right tool should integrate smoothly with other platforms and tools, such as CRM systems, analytic tools, and marketing automation platforms. This helps ensure that we have a cohesive, streamlined process from design to delivery and analysis and are not bouncing between a bunch of different platforms. 

Our previous process before finding Beefree was inefficient and unsustainable. It was clear that our approach was hindering our ability to meet client expectations and deliver high-quality, unique campaigns. 

Recognizing this was the first step toward improving our process. We needed a tool that would propel our agency to go above and beyond what our clients had asked for."

- Cassie Renier

Excerpt from our live session with Madison Taylor Marketing.
Optimized for readability and engagement 

2. Optimize your design and collaboration processes 

“When it comes to making something like email marketing work, alignment between vision and capability is so important.

When we're working as a team of marketers and designers, we need to effectively collaborate on an idea from start to finish.

Often, agencies run into issues executing on a vision because of limitations in capabilities, whether human, tools, or resources.

What we've found that works really well is to first clarify the client's situation and goals to ensure we're moving in the right direction. Involving design teams early in the process is crucial to understanding the full context and aligning on the vision.

Then, we need to be able to move from strategy to deliverables in the most cost-efficient manner. This means reducing the time spent on ideation, creation, and revisions. This is another reason why finding the right tools is important.

Beefree, specifically, allowed us to streamline our processes and enabled us to produce high-quality designs rapidly, ensuring timely and relevant communication with our client’s audiences. With Beefree’s collaboration features, all team members communicate in one place, reducing the time spent on back-and-forth and ensuring everyone is on the same page. Also, with real-time collaboration clients could see changes as they happened, reducing the need for multiple rounds of revisions.

By simply optimizing our email and collaboration processes we were able to reduce the time spent on designing while still producing high-quality assets. This allowed us to respond more quickly to market demands and time-sensitive opportunities, improving our ROI.

Excerpt from Andrea Davis at our live session with Madison Taylor Marketing. 
Optimized for readability and engagement 

How should agencies measure their ROI

“In terms of measuring external ROI, setting clear, measurable goals for each campaign is important. 

Whether it's increasing engagement, generating leads, or driving sales, having specific objectives helps define what success looks like and provides a benchmark for measurement.

Track all related costs accurately. This includes not only direct expenses like ad spend but also indirect costs such as team hours and the cost of tools we use to streamline email creation and deployment. Knowing your total investment is crucial for an accurate ROI assessment.

Analyze your key performance metrics. These metrics might include open rates, click-through rates, conversion rates, and overall engagement. Analyzing this data will provide insights into how well campaigns are performing and how the use of efficient tools contributes to these results.

Consider both short-term and long-term impacts. Immediate results, such as sales from a campaign, are important, but so are long-term benefits like customer retention and brand awareness. Understanding the broader impact helps paint a complete picture of ROI.

Regularly review and adjust strategies and processes based on our findings. ROI measurement should be an ongoing process, helping refine tactics and improve future campaigns, but also providing internal operations insights. This iterative approach ensures continuous improvement and better outcomes over time.

Evaluating distinctly the ROI of internal investments. This includes the tools and technologies we use to enhance our productivity and efficiency. Analyze the effectiveness of these tools in helping you streamline your processes.” 

Additional insights shared by Chris Copen, Chief Operating Officer at Madison Taylor Marketing. 

How Madison Taylor Marketing cut down email development time by 66% with Beefree

CEO and Founder Aimee Meester shares how her team uses Beefree to create engaging and personalized content faster than ever before. Learn more about the business impact of Beefree on Madison Taylor Marketing.

Beginners Guide to Lifecycle Email Marketing

Discover how to optimize your email marketing strategy by understanding and leveraging the stages of lifecycle email marketing. From awareness to advocacy, learn actionable tips to get started.
Beefree team
Beefree team
19 Jul
2024

What is lifecycle email marketing?

Lifecycle email marketing is the act of segmenting your email subscribers based on where they are in the customer lifecycle. 

The customer lifecycle is the set of stages your customers go through, from when they first hear about your brand to making a purchase and everything in between. 

The stages of  the customer lifecycle are typically known as:

  • Awareness
  • Consideration
  • Conversion
  • Retention

A survey conducted by Econsultancy found that 74% of marketers experienced an increase in their overall customer engagement rates when using targeted emails. While there are many ways of segmenting your audience, lifecycle email marketing stands out as one of the most effective strategies allowing businesses to send highly relevant content that moves readers to the next stage in the customer lifecycle ending in ideally, unbound brand loyalty. 

Mapping Out Your Lifecycle Email Marketing Key Stages

Lifecycle email marketing is all about customizing emails for each customer’s depending on their familiarity with your brand. Before you can jump in, you’ll need to map out your customer lifecycle stages. The stages are similar for most businesses but they can vary based on the type of product or service you offer or your industry. 

The most common stages within lifecycle email marketing are:

  • Awareness: In email marketing, this is when someone first signs up for your email newsletter. 
  • Consideration: This subscriber has become highly engaged in your welcome series emails and has a desire to learn more. 
  • Conversion: This is when the subscriber has completed the desired action. 
  • Retention: Once a customer has completed the desired action, it’s important to keep them engaged in your brand to encourage a repeat conversion. 
  • Advocacy or referral: In this stage, you want to encourage them to share their experience with the brand through word of mouth of leaving testimonials. 
  • Re-engagement: After a while, subscribers may experience email fatigue and stop engaging with your brand altogether.

As mentioned, these are some of the most common stages of lifecycle email marketing and this might look differently for you. We suggest diving into user behavior, patterns, and data to better understand your customer base and how they move through the lifecycle. 

Getting started with lifecycle email marketing

As mentioned above, your lifecycle email marketing stages may differ depending on your business and industry. Here are some key considerations that will help shape what your cycle looks like. 

Step 1: Understanding your customer lifecycle

We suggest diving deep into user behavior, patterns, and data to better understand your customer base and how they move through the lifecycle. Start by analyzing how your customers first discover your brand, what keeps them engaged, and the touchpoints that lead to conversion.

Look at the entire journey, from initial awareness to post-purchase behavior, and identify key stages where customers might drop off or need extra engagement.

By understanding these nuances, you can tailor your email campaigns to meet your customers' needs at each stage, ensuring a more personalized and effective approach.

Step 2: Audit your existing email karketing

Take a look at your recent email marketing and take stock of what stages you’re nurturing most and which ones may not be targeted as well. You might find that you’ve been sending plenty of emails for the conversion stage but not enough for retention, or maybe you haven’t sent any emails directly for the advocacy and referral stages. 

Identifying gaps like these can show you where to be more focused and strategic in your email marketing moving forward.

Building out your lifecycle emails

Awareness

Customers in the awareness stage are just learning about and getting familiar with your brand. Your goal in this stage is to build a relationship with the customer, introduce them to your products or services, and tell them what you’re all about. 

This is when customers decide whether your brand is a good fit for them (think of it as a first date between your brand and the customer), so it’s important that you make a positive and authentic first impression.

A welcome email to those signing up for your mailing list is an excellent opportunity to make a strong impression and build familiarity. It’s also a great time to send emails highlighting your brand story, mission statements, and other introductions to your brand.

Consideration

In the consideration stage, customers decide whether your business is the right fit for them and compare it to similar solutions. At this stage, you want to compellingly show them what you have to offer and how you stand out.

One way this manifests is through comprehensive emails on your products or services. This means highlighting key benefits, features, and use cases. This is also a great place to show vs. tell. Include animations, videos, and gifs that easily illustrate the value you bring. 

Conversion

In this stage, a potential customer is on the verge of taking action. Emails in the conversion stage significantly influence that decision to buy. 

Personalized special offers can resonate really well with recipients as they can be tailored to their specific needs and interests. This can look like offering deals on items they’ve recently viewed on your website or first-time purchase discounts. 

Retention

This stage is where brand loyalty blossoms. Engaging customers beyond the initial conversion is crucial for retention and repeat purchases. During this stage, you can send service or product announcement emails to regularly communicate what’s new with your offer. A monthly or weekly newsletter is also a great way to keep your audience up to date on your brand’s activities and encourage them to explore other resources you may offer. 

Regardless, the emails you send at this stage should be strengthening and affirming the customer’s connection with your brand.

Advocacy

When a customer has developed trust in your brand and offer, they start recommending your brand or organization to others. Referrals are the one most effective way B2B businesses acquire new customers, and according to Nielsen, people are four times more likely to buy a product if they’re referred by a friend. 

When a customer is in the advocacy stage, you’ll want to send them review requests to encourage them to post testimonials, as well as educate them about any referral incentives you have.

Re-engagement

This is a period when your brand has fallen off their radar—they haven’t necessarily decided to stop following you, but they’re not actively interested in your services, products, or messaging. To continue to remain top of mind, we suggest doing regular re-engagement campaigns.

These types of emails could include special incentives like an exclusive discount, or simply “we’ve missed you” emails to show them what’s new. This is a good time to also reiterate the benefits of your offer as they pertain to their unique interest and preferences.

Best practices for lifecycle email marketing

Here are some best practices we recommend to ensuring that your lifecycle email marketing is optimized to build lasting relationships with your customers and drive ongoing engagement.

Segment your audience

The core of lifecycle email marketing is identifying what stage the individual is at any given time. Specifically for lifecycle email marketing, you'll want to segment your audience based on behaviours. This could include purchase history, website interactions, email engagement, or product usage. Patterns in these areas will help you best determine where to place an individual in the lifecycle stages.

Create personal and relevant content

Once you have an understanding of your users behaviours and patterns, use this to personalize your emails. Address recipients by their names, recommend products based on their past purchases, and tailor content to their preferences.

Ensure your emails provide value to your customers that helps move them to the next stage. Offer exclusive discounts, share useful tips, and provide relevant updates.

Timing and frequency

For lifecycle emails timing is crucial. Set up automated emails that are triggered by specific actions, such as welcome emails for new subscribers, cart abandonment reminders, and post-purchase follow-ups. These timely emails can significantly enhance engagement and conversions.

Monitor and measuring success

Along the way, make sure you’re tracking your metrics for each lifecycle stage to see how successful you are in moving folks through the customer lifecycle. Use these insights to refine your strategies and improve your overall strategy.

Testing

You can also conduct A/B tests to see how different email content, subject lines, and other details perform for people in specific lifecycle stages. For example, in your segment of customers who are in the consideration stage, run a test where half of them get an email every two days while the other half get an email every four days and see which group tends to engage more or convert more. This can tell you how frequently to send emails to this segment.

Just make sure you’re comparing apples to apples by comparing the two email versions for the same lifecycle segment, because customers in different lifecycle stages could have different reactions to the same email version.

Ensure brand consistency

Consistent branding helps recipients quickly recognize your emails, which builds trust and familiarity. According to a study conducted by Edelman, "81% of buyers need to trust a brand in order to buy from them," making trust and familiarity two crucial elements of efficient lifecycle email marketing.

Additionally, consistent branding helps differentiate your brand from competitors. This is crucial in the consideration stage to ensure you remain top of mind.

Designing emails for each stage of your lifecycle email marketing

The tips and strategies above can help you get started with lifecycle email marketing, but the success of your campaigns will also depend on how well you design and target your emails for specific stages and audiences.

That’s where Beefree can help. Our extensive email template library includes templates for many different types of emails that align with each lifecycle stage, and our easy HTML email editor lets you seamlessly customize them for your audiences.

You’ll be able to incorporate all the elements of your brand identity which helps you create brand recognition and build brand loyalty throughout every stage of the lifecycle. Interested in seeing how these templates can make your lifecycle email marketing simpler? Sign up for Beefree and start exploring.

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