Presentation is everything, or so they say. With this old adage in mind, we’ve compiled our best tips for anyone who wants to send emails that subscribers click into a handy email design guide. We cover each facet of design: content, templates, identity, color, images, layout, fonts, and calls to action. Design is as much science as it is art, and we take the guesswork out of what can seem like the most challenging part of sending good emails.


Autoresponder makes it easy to send a welcome email to new contacts—and make your first impression count. You can also set up an email series for similar customers, like contacts in the same area or customers who attended an event, and even segment contacts based on the content they click to create more targeted lists and send more relevant emails.  

ConvertKit has been incredibly useful to me. I can use it to create complex automations and branching message sequences to deliver the exact right message to the right people. And I can do that without spending an entire weekend trying to figure out how it works. Trust me, if I can figure it out, literally anyone can. ConvertKit is a terrific tool, even if your list is still small. And it will grow as you do. — Sonia Simone, Chief Content Office, Copyblogger
Let’s begin by with the definition of a lead. What does a lead mean to your company? Many companies have different definitions depending on their sales cycle, but standard definition is a qualified potential buyer who shows some level of interest in purchasing your product or solution. For the leads that fill out a form, they often do so in exchange for some relevant content or a compelling offer.
Did you know that 74% of companies that weren’t exceeding revenue goals didn't know their visitor, lead, MQL, or sales opportunities numbers? How about that over 70% of companies not achieving their revenue goals generate fewer than 100 leads per month, and only 5% generate more than 2,500 leads per month? These are just a few examples of what you’ll find in the report.
Take the email below from Paperless Post, for example. I love the header of this email: It provides a clear CTA that includes a sense of urgency. Then, the subheader asks a question that forces recipients to think to themselves, "Wait, when is Mother's Day again? Did I buy Mom a card?" Below this copy, the simple grid design is both easy to scan and quite visually appealing. Each card picture is a CTA in and of itself -- click on any one of them, and you'll be taken to a purchase page.
Essentially, you can tell Office Autopilot what to do if certain things occur. For example, if a customer places an order, you can send an order to your fulfillment house to fulfill that order. Or if a customer leaves, you can send them a last minute special offer. Just select the trigger for the action, then select what list it applies to then select what to do when that action is trigger.
While almost all reputable email service providers work very hard to make sure that your emails are not blocked by major ISP’s, they can’t control whether or not your emails hit the inbox or the spam box. Although most will help you by providing a quality score to help you determine availability, getting whitelisted is the most effective way to ensure that your emails get delivered properly.
If you want to integrate your email with your shopping cart but don’t quite want to spring for InfusionSoft, 1ShoppingCart could be your answer. 1ShoppingCart is a one stop solution for payment processing and email marketing. It allows you to segregate lists and mail only buyers or your entire list. It’s one of the more reputable shopping cart services on the net. 

In B2B, inbound is the preferred channel of lead generation. The whole process of drawing a lead into doing business with you—by educating first and selling later—matches the B2B business model, where businesses don’t make impulsive purchase decisions. Which is why inbound marketing in B2B takes leads through three levels of the sales funnel: ToFu (top of the funnel), MoFu (middle of the funnel), and Bofu (bottom of the funnel).

When people talk about email marketing, lots of them forget to mention transactional emails. These are the automated emails you get in your inbox after taking a certain action on a website. This could be anything from filling out a form, to purchasing a product, to updating you on the progress of your order. Often, these are plain text emails that marketers set and forget.


Focus on the reader first. You should always write your emails to address the needs of your subscribers, not yours. Offer ways to solve their problems, don’t simply talk about your products and how great they are. (This is a part that so many companies get wrong.) Ask yourself, what are the biggest pain points/struggles for my subscribers? How can I solve their current problem in this email? https://1hdejnvtunmo3ckr2kr3m0y8-wpengine.netdna-ssl.com/wp-content/uploads/2018/01/14-Email-Marketing-Campaign-Ideas-1024x512.png

Facebook has been a method for lead generation since its inception. Originally, companies could use outbound links in their posts and information in their bios to attract strangers to their websites. However, when Facebook Ads was launched in 2007, and its algorithm began to favor accounts that used paid advertising, there was a major shift in how businesses used the platform to capture leads. Facebook created Lead Ads for this purpose. Facebook also has a feature that lets you put a simple call-to-action button at the top of your Facebook Page, helping you send Facebook followers directly to your website.
One of the first lessons that I learned about email marketing campaigns is to give sincere thought to how a customer perceives every component of the email, starting with the subject line. Media headlines grab your attention and get you to listen longer or read further. A meaningful subject line for an email offers the same punch. Subject lines should be relevant, interesting and genuine.
Building any real, successful business takes time. Nurturing your social network presence, crafting a solid email marketing campaign, diligently working on creating and producing quality content–all of these tasks require a significant amount of time and focus. You’ll expend energy, but you have to move out of your comfort zone to achieve results – particularly when it comes to building your lead generation campaign. 
Imagine you have 125 leads. Every lead has engaged with your business in unique ways, and they’re in different stages of your sales funnel. It’s not humanly possible to glance at a lead and recall how closer/farther they are to your business—until you use lead scoring technology. Lead scoring is a method by which you define parameters to qualify or “score” a lead in the CRM. So a CTO might get 15 points by virtue of their designation, and a lead who clicked on a link in your email might get 10 points (versus a lead who only opened your email and gets 5 points). All these points add up, and the higher the score, the hotter the lead. Putting a score on a lead cuts down your decision-making time in terms of which lead you should contact first. 

The outbound method involves a proactive attempt to reach out to your audience. This usually begins with purchasing lead lists. You then contact these leads by calling them directly (cold calling) or sending them physical mails (direct mail). For a wider reach, businesses look beyond lead lists and use billboards, print ads, television ads, and radio ads. The emphasis here is on budget, media connections, and how much marketing muscle you can flex.
Molly K. McLaughlin is a New York-based writer and editor with more than a decade of experience covering technology. She has tested and reviewed all sorts of software, mobile apps, and gadgets. Before launching her freelance business, she was an editor at PC Magazine, covering consumer electronics, followed by a stint at ConsumerSearch.com, a revie... See Full Bio
These metrics give you a high-level overview of how your subscribers are interacting with your campaigns and allow you to compare the success of one campaign to another. If you want to go deeper and see the exact people who opened and clicked your campaign, what links they clicked, etc. you can do so by choosing some of the other reports from the right hand side menu.

When you sign up for Freshsales CRM, you start with a free 30-day trial. Take this time to try the built-in phone, score leads, send and track your emails, create reports and automate repetitive actions. Yes, you can do all this from a single sales tool, which is also GDPR-compliant. This means you discover your leads safely, better and faster, and you know exactly who’s closer to becoming your next customer.

Automatically move inbound leads over to your CRM using marketing automation workflows and assign them to appropriate sales reps when they reach lead scoring thresholds and/or trigger specific behaviors, such as requesting a free trial or demonstration. Use segmentation rules to assign leads to an appropriate sales rep, for example by territory or industry. This process should be carefully planned in Step #1.

Take the email below from Paperless Post, for example. I love the header of this email: It provides a clear CTA that includes a sense of urgency. Then, the subheader asks a question that forces recipients to think to themselves, "Wait, when is Mother's Day again? Did I buy Mom a card?" Below this copy, the simple grid design is both easy to scan and quite visually appealing. Each card picture is a CTA in and of itself -- click on any one of them, and you'll be taken to a purchase page.


If rounds of split testing, segmentation, and resends still result in low engagement scores for some of your subscribers then don’t be afraid to clean your list. Review subscriber data regularly to monitor activity and engagement ratings. Remove or further segment those who aren’t engaging in order to improve the overall open rates of your primary subscriber segments.
Every week, the folks at InVision send a roundup of their best blog content, their favorite design links from the week, and a new opportunity to win a free t-shirt. (Seriously. They give away a new design every week.) They also sometimes have fun survey questions where they crowdsource for their blog. This week's, for example, asked subscribers what they would do if the internet didn't exist. http://www.jarcreativeuk.co.uk/assets/images/Ten_steps_to_email-success.jpg
Whenever possible, add a personal element to your emails. Most email tools allow you to enter shortcodes that will be replaced with the recipient’s name when the email is sent out. Emails from Treehouse Co-Founder Ryan are always fun and personal. The subject lines are creative, messages are sent "from" Ryan's email address, and the content is personalized. If you reply to the mail, you'll even get a prompt response from Ryan himself!
For Campaign Monitor customers, you can either manually upload an existing list (from an Excel file for instance) or you can connect your Campaign Monitor account to the tool where your customer data lives (such as your CRM, accounting, eCommerce tool, and hundreds of others) and automatically sync your customer information into your Campaign Monitor account.
Online surveys: Consumers are asked to complete a survey, including their demographic information and product and lifestyle interests. This information is used as a sales lead for advertisers, who purchase the consumer's information if provided. The consumer may 'opt-in' to receive correspondence from the advertiser and is therefore considered a qualified lead. http://emaildripcampaigns.com/wp-content/uploads/sites/2/2016/12/emaildripcampaigns-header.png
The outbound method involves a proactive attempt to reach out to your audience. This usually begins with purchasing lead lists. You then contact these leads by calling them directly (cold calling) or sending them physical mails (direct mail). For a wider reach, businesses look beyond lead lists and use billboards, print ads, television ads, and radio ads. The emphasis here is on budget, media connections, and how much marketing muscle you can flex.
When a subscriber is sorted into a segment, it can trigger an automation to send to them. Each person’s interactions with your email campaigns or your website can trigger a sequence of follow-up emails based on their interests, allowing you to hone your message to your targeted audience. For example, if someone visits your pricing page, you know they’re probably further down your sales funnel and will want to follow-up appropriately. Or if they went to a specific product page or clicked on a link for that product, you can send additional information about the product, testimonials and more.
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