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Welcome Email Examples to Engage Your Subscribers

Beefree team
Beefree team
Sep 19, 2023
Welcome Email Examples to Engage Your Subscribers
Welcome Email Examples to Engage Your Subscribers

First impressions are powerful, and that’s just as true when you’re marketing your brand as it is when you’re getting dressed for a job interview or getting ready for a first date. When you send a welcome email to new subscribers, that email is a first impression and a first step in creating a strong customer relationship, so it’s imperative that you get things off on the right foot. A welcome email campaign can start to build credibility and loyalty, showing benefits long past that initial message.Want to create lasting customer relationships? A strong welcome email should put your branding front and center, let subscribers know they’re valued, and give readers an idea of what they’ll receive as subscribers. To guide your welcome email design, here are a few welcome email examples and tips from our email marketing pros.

What is a welcome email?

A welcome email is simply the email you send to people when they first subscribe to your email list. These emails are usually brief and straightforward but they serve several purposes:

  • Confirming for subscribers that their sign-up was successful
  • Giving a warm welcome to new subscribers
  • Building on subscribers’ excitement about your business by telling them what they can look forward to from your emails so that they stay engaged with your brand

In these ways, your welcome email will set the tone for your future relationship with this new subscriber, so make it count!

15 Examples of great welcome emails 

Where do you start when crafting an effective welcome email that sends the right message and nurtures lasting customer loyalty? While every welcome email will be unique because it should be true to your brand, there are plenty of ideas and techniques you can use. We’ve curated 15 stellar examples of welcome emails to inspire your design process.

1. Sprouts

Type of welcome email: Brand introduction

One approach you can take to your welcome email is to use it to introduce the subscriber to your business. Give them an overview of who you are, why you’re a fantastic partner for them to have, and why they’ll love being a subscriber and customer. Check out how the grocery chain Sprouts tells new subscribers what makes them special in their welcome email.Subject line: Hey Hailey, welcome to Sprouts!This welcome email from Sprouts makes it as easy as possible for you to go shopping. The message gives you a peek inside the store complete with photos and an explanation of symbols used on their signage. For customers who have never shopped at Sprouts before, this welcome email example makes it simple to get started.Why it works:

  • Introduces the brand’s shopping experience and what it has to offer
  • Invites readers to engage further with text alerts
  • Tells subscribers what to expect from future emails
  • Makes the branding prominent by featuring the brand colors
welcome email design example

2. Le Prunier

Type of welcome email: Discount code

A discount code is a great component to add to your welcome email design. They give subscribers an incentive to shop while also making them feel appreciated as subscribers. Welcome emails with offers can boost revenue by 30% per email compared to welcome emails without offers. Try sending a simple 10% off discount code, like Le Prunier does here.

Subject line: Welcome to Le Prunier!Le Prunier uses the 10% discount to thank the reader for subscribing and to prompt them to shop the site, but its welcome email goes beyond this too. It puts its welcome message front and center so subscribers feel like they’ve been warmly embraced and it gives a brief elevator pitch too, introducing subscribers to the brand’s core product.Why it works:

  • Features a simple design that’s easy to understand and doesn’t overload the reader with information
  • Gives the subscriber the high points of the core product and its benefits
  • Offers enough of a discount to encourage subscribers to shop
welcome email example

3. KIND Snacks

Type of welcome email: Product features

We’ve already talked about using welcome emails to introduce a subscriber to your business, but you can also take a more detailed approach by offering an overview of your core products. This serves the purpose of not only introducing the subscriber to what you have to offer but also attracting their attention and enticing them to click through and shop. KIND Snacks does this by showing off some of its most mouthwatering snack bars.Subject line: Welcome to the KIND familyThis welcome email example provides a nice overview of KIND’s products. In a simple single-column layout, KIND lists four of its most popular products, providing a photo, simple description and CTA button for each. At the end of the email, readers also have the option to “Shop All Snacks” via a separate CTA button that leads to the entire store.Why it works:

  • Uses clever puns and relatable messaging to build familiarity with subscribers
  • Features high-quality images that are appetizing and appealing
  • Offers a discount to give subscribers more of a reason to click on their appetizing featured products
welcome email to customer

4. Yard House

Type of welcome email: Free gift

Customers can unsubscribe from your mailing list just as quickly as they subscribed, so it’s important to keep them engaged from the start. One way to do this is to reassure them that they have made the right choice by welcoming them with a free gift. Check out how restaurant chain Yard House has used this technique to generate enthusiasm from their subscribers immediately.Subject line: You’re officially a House Insider!After giving subscribers a warm welcome, Yard House lays out the perks for subscribers,like inside peaks at new menu items and an updated list of the latest beers on tap, but the main draw is a free appetizer for their next visit.It’s also important to note that Yard House sends this welcome email as soon as somebody signs up for the company’s newsletter. It’s best not to wait too long to send a welcome email to a customer. When they opt in to your emails, your brand is on their mind — they’re expecting to receive a message. So your welcome email is more likely to be opened and read if you send it right away.Why it works:

  • Features an appealing and on-brand design
  • Clearly articulates why the subscriber should be glad they signed up and should continue to subscribe
  • Encourages subscribers to visit the restaurant with the special offer of a free appetizer
welcome email design

5. Sephora

Type of welcome email: GIF

Many of your subscribers get dozens or even hundreds of emails every day. You want your welcome email to stand out so it delivers the message that you have carefully crafted. One clever and fun way to do this is with an eye-catching GIF. The movement of the GIF grabs readers’ attention and draws them in so they’re more engaged in the introduction to your brand.Subject line: Welcome to Sephora! 🎉Sephora uses the cute GIF at the top of the welcome email to snag the subscriber’s attention and then it uses other techniques to welcome the subscriber and tell them what the brand has to offer. It highlights a few of its exclusive products and its free rewards program. And we absolutely love the checklist at the bottom of the message: The “Your Sephora Welcome Series” lets readers see what’s coming to their inboxes next.Why it works:

  • Uses a GIF that’s attractive and engaging but isn’t so complex that it makes the email download slowly
  • Gives subscribers an incentive to take a step further and join the brand’s rewards program
  • Recommends products to encourage readers to shop
best welcome email example
welcome email gif

6. Monday.com

Type of welcome email: Social confirmation

Showcasing that other people are using a product is a great way to encourage new customers to sign up because they think, “if that many people use this, they must be enjoying it!” That’s an excellent strategy for a variety of different marketing projects including your welcome email. Let subscribers know that they’ve now joined a popular club (or could join it by taking the next step and becoming a customer). One brand that does this well in its welcome email is Monday.com.Subject line: Welcome to monday.comIn this welcome email example from Monday.com, the company includes a user statistic, tapping into the bandwagon effect to get more people to jump on board. To add even more reasons to enjoy the brand’s product, it provides a bulleted list of features, shining a light on the benefits of Monday.com’s services and letting you know how the platform works.Why it works:

  • Speaks to users’ desire to find out why the product is so popular
  • Keeps the email short and to the point, serving as a true introduction without overwhelming readers with information
  • Encourages ongoing engagement with a clear call-to-action to take subscribers to their accounts and explore the platform’s features
simple welcome email design

7. Purina

Type of welcome email: Getting to know you

Your welcome email doesn’t just tell subscribers about your brand - it can tell your brand about subscribers too. When you strategically use your welcome email to ask for more information, you can better serve your new customers. You’ll be able to use that information to segment your emails, sending each subscriber relevant, personalized content they want to read.You can create segments based on geographic location, purchase history, or other information about your customer. It’s all a matter of what you’re able to learn about your subscribers, and your welcome email is an excellent place to start. Take a look at Purina’s welcome email and how they use this strategy.Subject line: Bee, welcome to the Purina familyIn this welcome email, Purina asks new customers for more information about their pets. The “tell us about your pet” CTA button takes you to a page where you can check off whether you have a dog or cat and input their name, birthday, and size. All of these questions provide Purina with more opportunities to specifically market to individual customers.Why it works:

  • Uses a clear CTA to direct subscribers toward the customer profile
  • Maintains a simple design so the CTA doesn’t get lost in the clutter of too much information
  • Builds familiarity with the brand by highlighting the brand’s values with the three icons and statements at the bottom
welcome email example

8. Warby Parker

Type of welcome email: Keeping it simple

A welcome email doesn’t have to be overly detailed and complex. In fact, a simple, straightforward design with plenty of white space will allow your subscribers to take in your core message without being distracted by other information. One brand that does an excellent job of using strategic white space is Warby Parker:Header: "You're all signed up"

Warby parker welcome email examples

The brand also grabs their subscribers’ attention with a clever GIF:

warby parker gif

Warby Parker‘s mission is to make shopping for glasses simple, easy, and fun. The company’s welcome email reflects that brand mission with a simple message that’s easy on the eyes—clean and modern-looking with lots of white space—but still exudes a fun energy with the animated graphic right at the top. There is good support for GIFs in email clients (see this Litmus report on the subject), and they are a great way to put some fun in your messages.

Why it works:

  • Uses a simple design to keep the core message from becoming choked by clutter
  • Creates a positive association with the brand through happy and lighthearted messaging
  • Provides a CTA that invites subscribers to start shopping
  • Uses a GIF to engage readers and stand out

9. Rolling Stone

Type of welcome email: Social media engagement

Your welcome email is an introduction to your brand, so it’s an excellent place to let subscribers know where they can learn more about you. When you feature your social media pages in your welcome email and link to them for an easy user experience, you encourage the subscriber to become more invested in your brand and be part of your community. Check out how Rolling Stone does this:Header: "Thank you for signing up for the Rolling Stone Newsletter!"Rolling Stone doesn’t inundate subscribers with content right away. Instead, the magazine’s message is simple: “Thank you.” It confirms for subscribers that the newsletter will be on its way, and in the meantime lets them know where to connect with Rolling Stone on social media.Why it works:

  • Simplistic design keeps the focus on welcoming subscribers and highlighting the brand’s social media pages
  • Social media icons are recognizable but still within the brand’s color scheme, keeping them consistent with the brand’s image
  • Let subscribers know what they can look forward to in the newsletter
rolling stone newsletter welcome email

10. Everlane

Type of welcome email: Strategic imagery

Some new subscribers are learning about your brand for the first time while others might have been familiar with your brand for years before subscribing. In either case, using the right photography or imagery can immediately build more familiarity between the subscriber and your brand. As the saying goes, a picture is worth a thousand words, so featuring one powerful image in your welcome email can set the tone for the way new subscribers see your brand.Everlane knows the power of one fantastic photo and they put this to work in their welcome email.Header: "Hello"Everlane has one of the simplest top navigations we’ve seen, allowing the eye to go straight to the brand’s beautiful black-and-white photography. The photo is right at the top, with barely any overlaid text. Subscribers who want to shop or read more can click through to the website, but for those who can only spend a few seconds, photography sends an immediate message about the style of the brand and what to expect.Why it works:

  • The featured photo takes up most of the email and clearly communicates the chic yet simplistic nature of the brand and its products
  • The introductory offer in the header navigation stands out because of the design’s simplicity
  • Email is straightforward and to the point without trying to push subscribers in too many different directions
Everlane welcome newsletter

11. Lord & Taylor

Type of welcome email: Value proposition

When a customer subscribes to your mailing list, you get a more engaged customer who will see your brand routinely and will be more likely to buy frequently and become a loyal long-term customer. But what does the subscriber get? You can answer that question in your welcome email by listing out the perks and the value the subscriber is getting. This encourages them to not only stay subscribed but to open your emails when they come in. Check out how Lord & Taylor does this:

Lord & Taylor welcomes subscribers with a list of the three things you can expect from their emails: trends, brands, and deals. It’s the value proposition behind their campaigns, the “why” you made a good move by signing up. The message is coupled with great photography, a pop of brilliant yellow, and one takeaway: shop now. There’s no need to scroll on and on; in fact, there’s barely any reading to do. The shortlist says it all quickly and beautifully.

Why it works:

  • Articulates subscriber perks clearly and cleanly
  • Features on-brand styling and imagery
  • Grabs attention with a banner announcing free shipping
Lord & Taylor newsletter

12. Bumble and bumble

Type of welcome email: Exclusivity

Everyone wants to feel special and feel like they’re part of something unique. You can give subscribers that validation in your welcome email by making them feel like they’ve joined an exclusive club. Whether or not your subscriber list or your rewards club actually is exclusive or limited, you can use messaging and imagery that makes subscribers feel like elite insiders. Take Bumble and Bumble’s welcome email for example:

Header: "You Made The List"

The “you made the list” headline immediately makes subscribers feel wanted and included. Bumble and Bumble continue in that vein by showcasing the perks of being part of the club, like exclusive offers and backstage access. Subscribers feel more like a part of the community and more invested as a result.

Why it works:

  • Positions mailing list as elite and desirable so subscribers want to stay on the list
  • Uses imagery from the backstage of a fashion show to enhance the idea that the subscriber is now an insider
  • Guides subscribers toward the next step of shopping or visiting a salon with an online discount code and an easy way to find the nearest salon
Bumble and Bumble exclusive welcome email

13. Moo

Type of welcome email: Inviting entertainment

When a customer subscribes to your mailing list, it’s (hopefully) the start of a more engaged, active relationship with that customer. While many brands aim to encourage that added engagement in their welcome email by incentivizing the subscriber to go shop, you can also do it by enticing the customer to come to your site for entertainment. Intrigue them with the content you have to offer and beckon them to your site for an enjoyable read.

To see this in action, take a look at Moo’s welcome email:

Header: "Thanks for singing up to the MOOsLETTER!"

Moo does a great job of covering a lot of ground without overwhelming readers. They intrigue the reader with the promise of inspiring stories and helpful tips right off the bat. By using a large, easy-to-read font, keeping messages brief, including great images, and allowing for white space and breathability between sections, Moo also squeezes in multiple calls-to-action (go to the website, get 10% off, connect on social) without it feeling like too much.

Why it works:

  • Appeals to subscriber’s desire for entertainment and enjoyment rather than just pushing them to make a purchase
  • Uses a clean and simple design so the CTA and the promise of great content aren’t lost
  • Includes an appealing discount but doesn’t push a purchase as the only goal of the email
moo sign up email

14. Mario Batali

Type of welcome email: Exclusive content

When someone signs up for a mailing list, there’s always still a question in their mind about whether the emails will actually pay off and be the right choice. Even if your mailing list is free, customers have to ask, “Is the content I’ll get worth the burden of having more emails crowding my inbox?” You can show them immediately in your welcome email that they made the right choice by giving them exclusive and exciting new content right away. Chef Mario Batali, for example, does this in a seamless way:Header: "Thanks for signing up for Mario Mail!"Mario Batali doesn’t mess around with his welcome email. Open it up and readers find their first Mario recipe, front and center. By diving into quality content right away, Batali makes an instant connection with readers and provides them with exactly what they are looking for. Plus, the photography is gorgeous, the text is easy to read, and there’s no clutter.Why it works:

  • Presents valuable content without delays or making subscribers jump through hoops
  • Gives subscribers a preview of what they can expect to see in future emails and why they’ll be glad they signed up
  • Uses a navigation bar in the header to subtly invite subscribers to check out other types of content from the brand
Mario Batali email

15. West Elm

Type of welcome email: Urgency

So much of marketing can be described as capitalizing on opportunities when they arise, and your welcome email is an excellent opportunity. The subscriber is already engaged enough to sign up so you know they’re interested in your brand, making this the perfect time to offer a discount to encourage them to shop. But you can take advantage of this opportunity even more by creating a sense of urgency for that discount.A limited-time discount makes customers want to shop and save right away because, if it slips their minds later, they might miss out on the savings altogether. Check out how West Elm uses this strategy in their welcome email:West Elm truly motivates readers to jump over to their site and get shopping: they offer a coupon right at the top and a noticeable alert that the discount is only valid for one week. They also make it easy to take advantage of the deal by including a simple, clickable menu reflecting the offerings of their site (furniture, bedding, etc.). By using gorgeous photography and keeping the email simple and full of links, readers almost can’t help but wander right over to its website.Why it works:

  • The combination of a discount code and a very obvious time limit on that code prompts subscribers to shop now
  • Beautiful and inviting photography is visually appealing and makes subscribers envision how the brand’s products could give their homes a similar look
  • The email design is simple and straightforward, with enough detail to catch subscribers’ eyes but not so much to lose sight of the message and CTA
welcome to west elm email

Welcome Email Examples Key Takeaways and Tips

The examples above are all effective welcome emails but they each use their own strategies and designs to make subscribers feel included, encourage sales and conversions, and nurture long-term subscriber relationships. Any of these designs can inspire your welcome email development, but your design isn’t the only factor in your emails’ success. Use these tips and takeaways to make your welcome emails even more effective:

Put thought into your subject line:

Your subject line should be appealing and eye-catching but it should also make the intention of the email clear. Try customizing subject lines like these:

  • Welcome to ! Here’s a little treat.
  • You’re in! Welcome to the club.
  • Thanks for subscribing! Here’s 10% off to show our appreciation.

Be quick:

You want your welcome email to go out as soon as possible after a customer subscribes - ideally, you should set up automation that triggers the welcome email immediately when a new customer subscribes. This will capitalize on the subscriber’s engagement with and interest in your brand at that moment.

Consider a welcome email series instead of a single welcome email:

You could start with an immediate email that confirms the customer’s subscription and gives them a discount code to shop. A day or two later, you could follow it with a more thorough introduction to your brand or the features of your site, and another follow-up email could encourage further interaction by highlighting your social media pages and other ways to engage with your brand.

Quality counts:

Even if a customer already knows your brand well by the time they subscribe, your welcome email is an introduction to the value your mailing list brings. Use only high-quality images and valuable, interesting content to show subscribers that you’re worth the sign-up.

Personalize your welcome emails:

For example, you might have one design for the core of your welcome email but you can add personalized product recommendations or content recommendations at the bottom based on what the subscriber has viewed on your site. This both prompts the subscriber to shop and also makes the email feel more relevant to them.These tips and best practices can help you take your welcome email from a simple subscription confirmation to an excellent tool for strengthening your customer base.

Create welcome emails easily with a template

Now that you have all the secrets to creating an effective welcome email, let’s get to work! When you use the right tools, it’s simpler than you think. With the Beefree email editor, welcome email design is made easy. Our HTML email editor allows you to either create your own welcome email from scratch (with no HTML knowledge needed) or to start with one of our skillfully crafted templates. Find one of our welcome email templates that works for you, like this “Thanks for signing up!” template by Martin Nikolchev.

Use this template in Beefree!

Use this template in Beefree!

…or the “Hiring Simplified” email by designer Navid Nosrati.

Use this template in Beefree!

Use this template in Beefree!

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

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three email about welcome series

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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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