How to Create Engaging SaaS Onboarding Emails

Email remains one of the most effective marketing channels around, but what do you do when your campaigns aren’t getting the desired results? If your click-through rates and conversions are languishing way below your targets, it may be time for an email marketing audit. 

Regular audits make sure every area of your email marketing is fine-tuned, whilst also keeping you compliant with data protection regulations. Keep reading for our tips on conducting a comprehensive audit that will get your email marketing in top-notch condition.

How to audit an email marketing program

There are many aspects that go into creating high-performing email marketing campaigns and an audit aims to address all of them. Here’s how to make yours as successful as possible. 

Preparing for the audit 

Before doing anything else, it’s best to decide what your goals are. Your priorities will likely be primarily performance-based but don’t forget about your data privacy responsibilities along the way. Adopting a risk management solution early on can help you monitor security and compliance, so you can efficiently find and address any vulnerabilities. 

This will give you peace of mind as you also work towards improving the results of your email campaigns. Whether it’s boosting engagement or improving conversion rates, having a clear idea of what you want to achieve will guide your efforts. 

For example, if your main goal is to improve customer retention, it’s a good idea to focus your email audit on metrics that reflect engagement over time. Another thing you want to organize before you get started is the right tools. Just as you need the right free proxy list for your IT department, you need to look at the tools that will best serve your email campaigns.

Start with your email service provider (ESP) dashboard to plan which metrics you want to look at. An email analytics platform is also an important tool to help you track your progress, ideally one that integrates with your SP, so you have everything in one place to assess progress and make informed decisions. 

Reviewing email content 

Take a good look at your email content. Does it reflect your brand voice? Is it consistent with your messaging across other platforms? If you think there is room for improvement, an AI email assistant can be a big help. 

Start with your subject lines and consider whether they are clear, inviting, and engaging. A subject line works best when it makes the recipient curious but also gives them a clue to what’s in the email. Look at the body of the emails next and assess whether there is continuity in style and tone across your communications. 

What’s more, is it in line with the goals of your campaign? You want the messaging to be engaging with relevant content. Plus, it’s advisable for every email to have a strong call to action (CTA) that will drive your email clicks, and make them enticing and actionable for the best results. 

Finally, take stock of the visual elements of your emails, are they adding value? Do they look good on all kinds of screen sizes? Getting the email design elements right will maintain a professional look and also help the engagement rates of your campaigns. 

Analyzing email metrics

Another important part of an email marketing audit is tracking the right metrics. They will give you the information you need to make changes and create a more effective email marketing strategy. 

• Open rates: It’s good to get a clear idea of how many people are actually opening your emails. However, bear in mind that some privacy features, such as Apple’s Mail privacy Protection, can skew this data so it’s not always reliable on its own.
• Click-Through Rates (CTR): If your recipients actually open your emails, how many then take action? Your CTR will show you how good your email engagement is and tell you how well your content is working.
• Bounce rates and unsubscribe rates: A high bounce rate indicates deliverability problems, suggesting you may have a lot of invalid email addresses or potential email list management issues. Unsubscribe rates, on the other hand, will tell you whether your recipients are switching off from your content.  

A/B testing as an optimization tool

To really understand email performance metrics, A/B testing is required. It’s a valuable tool for achieving continuous improvement within lifecycle email marketing and will help you to understand what’s working (and what isn't) much quicker. 

For the best results, test one element at a time. That could be the subject line, the CTA, or even the time of day you send the email. Send two different versions to small segments of your email list and analyze the performance metrics to see which one does better. Going forward, you can keep the best elements of each test to optimize every email you send. 

Email list hygiene and segmentation 

Regular housekeeping of your subscriber list will keep it clean and make sure your emails are received by an engaged audience. A good starting point is to try re-engagement email campaigns to get inactive subscribers involved again. Still, it’s also wise to routinely identify and remove those who remain inactive after a reasonable attempt at re-engagement. 

You can also improve the effectiveness of your email marketing campaigns through segmentation, which targets specific demographics or behaviors for a more personal approach. Use data from your CRM platform and CRM call center software to create more precise audience segments and tailor the content of your emails for the biggest impact.

It’s also vital to maintain compliance with regional data protection laws such as GDPR email marketing requirements by carefully managing consent and acting on unsubscribes efficiently, thereby safeguarding your brand reputation and the security of your data. 

Email deliverability and technical settings

Technical configurations are responsible for getting your emails into recipients’ inboxes. Email authentication protocols such as SPF, DKIM, and DMARC verify them and prevent them from ending up in a spam folder. 

Keep reviewing email frequency and send times too, as sending them at the wrong time can harm engagement and present issues with deliverability. Additionally, keep up to date with email practices to avoid spam traps and protect your reputation. 

If you’re handling sensitive customer data, getting your infrastructure in line with SOC 2 audit requirements will make sure that your email system is in full compliance with security and privacy standards. You can then be confident that your customer's data will be kept safe and their trust maintained.

Building a future-ready strategy 

A successful email marketing audit will give you the knowledge to develop a strategy to scale and continuously improve in the future. You might identify opportunities to automate repetitive tasks to improve the consistency of service and save time. 

Another way to improve your campaigns is a content calendar, which will keep you on track with your goals and important events. You might also consider integrating your email with other channels, such as SMS marketing, to create continuity in omnichannel communication. 

Remember, if you do incorporate SMS marketing, TCPA compliance is essential. It regulates how and when you can send marketing messages to customers. This is important from a legal standpoint, but will also make sure you don’t damage the trust your customers have shown in you by sharing their contact details. 

Your first steps towards a better email strategy 

An email audit is a health check of every aspect of your email marketing campaigns. It means taking the time to analyze what you’re doing currently so you can work out where you’re most in need of improvement. The result is a detailed picture that allows you to take action and optimize your email marketing efforts for better engagement, clicks, and conversion rates.

Hi! In case we haven’t met before, I’m Justine Jordan, the Head of Strategy and Community here at Beefree. Over the past 16 years, I’ve worn many hats: designer, developer, marketer, community builder, and even the occasional cat GIF curator. I’ve been fortunate to build a career based on deep expertise in all things inbox, where I’ve seen firsthand the incredible potential of using email to connect people and businesses.

Way back in 2007, I fell into the email industry almost by accident. Fresh out of college, I started my career as a designer focused on creating print and brand assets. Frustrated by what felt like a lack of impact and respect in my design role, I wanted to be seen as someone who could help drive business success. Unlike brochures, email design offered instant feedback—opens, clicks, and conversions could tell a story.

I was hooked. And as the industry grew, so did my appreciation for email's ability to forge direct connections with people, right in their inboxes.

And yet, we all know that 16 years in any field (especially email!) is a long time. Email today is vastly different from the scrappy marketing channel I stumbled upon in 2007—even though its core mission remains the same: building meaningful, personal connections that drive business results. So, let’s dive into the fascinating, often underappreciated evolution of email and explore why it remains as relevant and impactful as ever.

A decade of opportunities and challenges

Personalization and the journey to hyper-relevance

When I started, email was largely one-size-fits-all. Campaigns were often “send and pray” or involved very simple or binary yes/no personalization. 

Today, personalization has evolved beyond first names in subject lines to sophisticated, data-driven approaches. Marketing teams can now leverage insights from browsing behavior, purchase history, and even real-time data, adapting dynamically to each recipient’s preferences and past interactions. This technology is still advancing rapidly—it’s hard to believe that it was barely possible two decades ago. 

Rendering issues

In the past, we’d spend hours making sure emails looked as good in Outlook as they did in Gmail—and, going further back, in Lotus Notes! The visual building tools in most ESPs were buggy and produced bloated HTML that was ready for the web, but didn’t meet the unique constraints of email.

Fast forward to today, and while rendering challenges haven’t disappeared entirely, they’re far less consuming. Gmail's support for embedded CSS was a game changer, signaling an era where our designs could focus more on creativity and less on workarounds.

Rendering tools made this process easier, and drag-and-drop editors like Beefree produce clean, email-friendly HTML. What once required hours of coding and testing now takes minutes, freeing email marketers to focus on crafting their messages instead of debugging their code​​. 

Mobile-first and responsive design

Mobile-optimized email design used to be a “nice to have,” but today, it's essential. 

Brands must deliver a seamless experience across a wide range of devices and subscriber preferences​. This shift required us to think beyond just fitting content on smaller screens; it required a rethinking of layout, typography, and hierarchy. Today, it's about more than just looking good on mobile—it's about providing immediate, relevant, and accessible information.

Interactive and accessible emails

Today’s email campaigns go beyond static images and blocks of text. Interactivity, whether through embedded videos, polls, or even checkout functionality within the email, is changing the game. We’re offering richer experiences that invite users to engage directly within their inboxes​. 

At the same time, accessibility has become a critical consideration. Making sure that everyone can receive and understand your message, regardless of any disabilities or assistive devices they may be using isn’t just good practice, it's an industry standard.

Privacy, authentication, and the role of trust

Over the past decade, privacy regulations like GDPR and CCPA along with authentication requirements from major receivers like Gmail and Yahoo have reshaped how people view the inbox and their relationship with brands that send email. 

While the introduction of these new regulations initially posed considerable questions, confusion, and challenges, they also served as a valuable reminder that great marketing starts with trust, transparency, and consent. This shift encouraged brands to communicate with audiences in a more transparent, respectful way, reinforcing the idea that consumers own their data.

Email’s place in the C-Suite

Email marketing has always had champions, though convincing executives of its strategic value hasn’t always been easy. Over time, email advocates—often the Email Geeks among us—have successfully positioned email not as a tool for increased revenue but as a trusted channel for delivering essential information and building long-term relationships​. Today, email is often recognized as a valuable asset in C-suite conversations about customer experience, retention, and ROI.

The power of community

The email industry has grown from a niche group into a thriving community that shares, supports, and learns from one another. I’ve had the privilege of being part of a community that openly shares best practices and fosters innovation. 

Events like Unspam, Email Camp, and Litmus Live highlight just how much email professionals have pushed boundaries over the past decade​. This spirit of collaboration keeps the industry strong and forward-looking.

My #1 Lesson: Put People First

If there’s one lesson I’ve learned, it’s this: email should serve the audience, not just the business. 

Reaching people in their inbox is a privilege, not a right. Too many brands treat email like an ATM, pumping out sales and promotions without considering the impact on loyalty, retention, or the user experience. Yet the companies that treated their emails as conversations rather than megaphones? They’re the ones that thrived.

Email is unique because it arrives in a personal space (the inbox) where people are expecting personal messages and relevance. It’s an honor to land in someone’s inbox, so the content should meet that privilege with empathy and value. 

Some of my favorite brands—like Going—understand this: they craft emails that feel like they are speaking directly to me—thoughtful, helpful, and human​​. That’s the level of care that builds trust and loyalty. 

Advice for the future: Embrace empathy and experiment

Reflecting on the past decade in email marketing feels like watching an old friend evolve. I've seen firsthand how a channel that is frequently sidelined and declared “dead” has become a pivotal player helping businesses grow and connect with their audience. 

With each email renaissance comes new trends, innovations, preferences, and technology. 

Every few years, email redefines its role in our lives as marketers, business leaders, and as humans. Email's journey has been one of resilience, adapting to new trends, regulations, and consumer expectations while remaining at the heart of customer engagement. 

For anyone starting off in email, my biggest advice is always keep your audience at the heart of your campaigns. Email marketing is both art and science, and finding that balance is what makes this industry so rewarding. 

Don’t be afraid to test your ideas—measure, refine, and get creative with how you deliver value. But always remember, the inbox is personal territory. If you respect that space, you’ll have a powerful, lasting connection with your audience.

I’d also suggest building a solid understanding of the complexity behind email—learn the basics of deliverability, the role of email in multi-channel lifecycle and marketing campaigns, connecting data and APIs, multivariate testing, and stay current with the latest tools and platforms. 

With AI, privacy regulations, and rising consumer expectations, we’re bound to see even more shifts in how we approach email. Knowing how these elements work under the hood will only make you a more effective, innovative marketer. 

But one thing remains: the need to make email human-centric. This will mean staying adaptable and continuing to create value-driven content that aligns with the subscriber's needs. Far from dead, the real magic of email is the central role it plays in our lives—and it’s not going anywhere. Here’s to another decade of email evolution 🙌

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As we continue to celebrate Beefree’s 10-year journey of innovation and creativity, we’re thrilled to mark this milestone with the launch of The Beefree Academy.

Over the past decade, Beefree has been dedicated to empowering users with intuitive tools that make email design faster, smarter, and more impactful. Now, with the launch of our Academy and certification program, we’re taking our mission one step further by helping users build their expertise in email design and creation.

The inspiration behind the Beefree Academy 

When we envisioned Beefree Academy, we knew it had to be more than a series of product tutorials; it needed to be a resource that you could benefit from at every stage of your journey. 

The Beefree Academy is designed to inspire confidence, foster success, and provide ongoing support as you grow, enabling you and your team to get the most out of our platform – here’s how: 

Smooth and speedy onboarding:

Starting with a new platform can often be overwhelming and the time spent during onboarding is valuable. The Academy fast-tracks the learning process, offering structured, bite-sized lessons suitable for people of varying skill sets, from beginners to seasoned designers. Each lesson is designed to help you get comfortable with Beefree’s tools, so you can dive into projects quickly and with ease.

Explore new possibilities: 

Many users only scratch the surface of Beefree’s capabilities—we aim to change that. The Beefree Academy allows you to familiarize yourself with advanced features you might have been wary of before.

As you and your team grow from casual users to power users, you can gain more control over your email design, find new ways to optimize your workflows, and strengthen the impact of your campaigns. 

Troubleshoot like a pro:

Technical support is most effective when you have tried-and-true resources to solve challenges independently and on your own schedule. With Beefree Academy, you and your team can confidently troubleshoot independently by accessing targeted, step-by-step solutions whenever you need them. 

Advance your email marketing expertise: 

Beyond learning the platform, the Beefree Academy provides a comprehensive learning experience with valuable tips and best practices for email design and marketing. Soon, our lessons will extend far beyond the basics, guiding you through the process of creating visually compelling, high-converting email layouts while ensuring your designs follow proven best practices. 

You and your team will gain insights into crafting effective email marketing strategies that resonate with your audience, along with the skills to harness the power of AI in your campaigns. Additionally, we’ll explore the latest trends shaping the future of email design, empowering you to stay ahead of the curve and continually enhance your campaigns

What’s inside The Beefree Academy: 

Beefree Academy is thoughtfully designed to cater to users at all levels—from beginners just starting their email design journey to experienced designers looking to formalize their expertise in email design.

Courses:

The courses in Beefree Academy help users deepen their knowledge and understanding of the key tools and features within Beefree. As you complete courses, you’ll have the chance to demonstrate your skills through assessments and earn certifications that showcase your proficiency within the platform. To kick things off we have launched two courses: 

1. Beefree 101: If you’re new to Beefree this course is the ideal starting point. We’ll walk you through the basic functions and features through step-by-step guides. Certified team members can then train colleagues, creating a ripple effect of improved productivity and design standards throughout the organization.

2. HubSpot x Beefree: This course is perfect for HubSpot users looking to supercharge and streamline their email marketing with Beefree. Through this course and certification, you and your team can learn how to design personalized, mobile-optimized, and engaging campaigns in Beefree for HubSpot. 

For organizations, having team members become Beefree certified can standardize email design processes across the company ensuring that all campaigns are consistent in quality and adherence to email design best practices. 

Tutorials and walkthroughs: 

Our comprehensive tutorials and walkthroughs are designed to help zero in on a particular aspect of Beefree and email design. These step-by-step guides are perfect for users who prefer a hands-on approach to learning. 

By providing these instructional resources, we aim to eliminate confusion or uncertainty, allowing you and your team to realize value from the start and adopt Beefree with confidence.

Enroll now – it’s free! 

The Beefree Academy certification is designed to fit seamlessly into the busy lives of busy professionals, allowing you to learn at your own pace and enhance your skills on a schedule that works for you. Whether you’re aiming to elevate your current expertise or start a new journey in email design, Beefree Academy offers flexible, high-value learning that you can access anytime, anywhere – completely free.

Ready to take your email design skills to the next level? Enroll in the Beefree Academy today and start building the expertise that will set you apart!