Chapter 3

Email Marketing 101: Examples, Tips, Best Practices

email marketing examples

You know how an email marketing campaign works, the laws you’ll need to keep in mind, and how to track and measure your success. Woohoo!

Now it’s time for the good stuff.

This chapter will be loaded with best-in-class email marketing examples, tips, and best practices to show you winning campaigns in action.

Chad S. White, Research Director at Litmus and author of “Email Marketing Rules,” points out that one of the most effective email marketing tips is to embrace the age of automation.

Chad S. White, Research Director at Litmus

Chad S. White, Research Director at Litmus

Automated emails are becoming central to email marketing success. Already, more than 13% of brands generate the majority of their email marketing revenue from triggered and transactional emails, according to Litmus’ 2018 State of Email Survey of 3,000 marketers worldwide.

That number will only continue to climb. All companies should be looking to address the moments that matter with automated emails like welcome, cart and browse abandonment, and re-engagement emails.

And once those emails are created, brands should regularly update, A/B test, and optimize them to ensure maximum performance.

Today’s email tools give us incredible opportunities to do things we never even dreamed of when we were sending emails manually from our AOL accounts. (Shoutout to everyone who remembers AOL!)

We have the power to slice and dice our customer lists, give them highly personalized offers and experiences, and do it all in a perfectly-timed series that keeps them engaged and excited about our brands.

In this chapter, we’ll cover:

  • The anatomy of a top-performing email
  • Various types of marketing emails and campaigns, from welcome to abandoned cart emails
  • How to build and segment your marketing list for optimal results
  • More tips, like optimizing for mobile, avoiding spam filters, and recycling your content

3.1. Anatomy of a Killer Email

The #1 ingredient for a killer email is interesting, relevant, and engaging content. There’s no way around it: bad content will get bad engagement. Take the time to really look at the unique value that each of your emails will offer, and how well you’re communicating that value and captivating the reader.

As you do this, make sure that each email’s voice and tone supports your brand and ethos. Consistency and authenticity are key, especially in an age where brand identity can make or break your business.

A Lucidpress study shows that companies saw a 23% increase in average revenue when they presented their brand consistently.

consistent branding benefits


Once you have this framework in mind, you’re set up to focus on the key elements of building a good email: the subject line, body content, and call-to-action (CTA).

Let’s look at some best practices for email marketing design as it relates to content and layout.

Subject Lines That Convert

Think about that feeling you get when you’re checking a full inbox first thing in the morning. You skim through the sea of email subject lines, figuring out which ones are the priority and which ones will go straight to the trash.

Some argue that your subject line is the most important element of your email – and therefore one of the top tips for email marketing content – because that’s how people will decide if they want to bother opening it in the first place.

One study shows that 47% of email recipients will decide to open based on the subject line alone, and 68% will use subject line as the only factor in deciding when to report an email as spam. Yikes.

And subject lines are especially important in the earlier stages of the customer’s lifecycle, when they haven’t yet built trust and loyalty for your brand.

So how do you ensure that you’re capturing your reader’s attention?

Here are a few basic tips for email marketing subject lines.

1. Tell them just enough

There’s a sweet spot: you want to tell them what’s inside the email, but don’t overdo it. Too many words risk diluting your message and getting cut off in their inbox preview. One study suggests that about 6-10 words is this sweet spot with a 21% open rate, as opposed to a 16% open rate for 0-5 words, and a 14% open rate for 11-15 words.

open rate email subject line


Of course, this isn’t a hard rule, so don’t overthink the word count. The key is to be straightforward and honest about the content while still being concise and interesting.

Here are some examples of good email marketing subject lines that hit the sweet spot:

  • Ready for summer? So are we – See our new swimwear line
  • Join Our Loyalty Program to Get an Extra 10% Off
  • Get more kitchen space with these 5 quick fixes

2. Make them feel special

Going back to the theme of personalization, make your readers feel appreciated. Use their name, tell them they’re a valued customer, give them “exclusive” access, “sneak peeks,” and special privileges.

Examples of good email marketing subject lines to make them feel warm and fuzzy:

  • We’re so glad you joined us, Nicole
  • Members Only: Access Our Cyber Monday Deals 24 Hours Early!
  • Xavier, your private invitation expires tomorrow.

3. Show your brand’s personality

Like I mentioned earlier, consistency is key. If your brand is quirky, don’t be afraid to show it! Be self-aware, light-hearted, and crack a joke or pun if that’s your style.

Examples of good email marketing subject lines that keep it fun:

  • Are you breaking up with us? Say it ain’t so…
  • Woohoo, Your Order Has Shipped!
  • 5 authentic Indian food recipes for naan-believers

4. Create a sense of urgency and personal investment

I don’t recommend to always create a sense of urgency, but it can be a great motivator when the time is right. For example, time-sensitive offers, events, and reminders can get people off their butts and bump you up their priority list.

Additionally, try appealing to their sense of accountability for themselves and their goals. For example, email marketing tips for B2B (business-to-business) companies might include asking a compelling question to get a business owner thinking about their customers or their company’s performance.

Examples of good email marketing subject lines that motivate and inspire:

  • Armando, your prescription is expiring. Time for new contact lenses?
  • Final Notice: Buy One, Get One on Mother’s Day Bouquets!
  • Are you avoiding these common customer service pitfalls?

5. DON’T GO CRAZY WITH CAPS, emojis 😱💩🙅🏻 or punctuation!!!

I don’t know about you, but to me, caps = yelling. Don’t yell at your recipients. It might feel like you’re standing out and getting their attention, but you’re probably just annoying them. Same goes for excessive punctuation.

As for using emojis and special characters, that’s a matter of preference and catering to your audience’s natural communication style. Experian found that subject lines with symbols got an impressive 56% higher unique open rate, so they’re definitely something to consider. That said, don’t overdo it.

Here are some bad email marketing examples when it comes to being obnoxious:

  • Caitlin, Don’t You Want Your FREE Personalized Tote?!
  • 🌟We know you’ll love 😍 this deal like we do 🙌🏻🎉💯

Putting it all together, take a look at some of the great subject lines from Ramit Sethi, New York Times best-selling author of “I Will Teach You How to Be Rich.”

Ramith sethi subject lines


Body Content: Layout, Copy, and Visuals

There are no hard-and-fast rules for what a good email looks like. Some brands like fancy, stylish designs while others just use plain text and hyperlinks. This is all up to you, and it’s an important part of telling your brand’s story and building visual recognition.

But there are some basic email marketing design tips that you should keep in mind. We made a handy dos and don’ts chart that highlights key qualities that high-converting email marketing templates tend to have in common.

Our chart looks at 3 important elements of your body content: layout, copy, and visuals.

Keep these dos and don’ts in mind as you read this whole ebook. These points will be a recurring theme as we look at examples and best practices in email marketing.


Layout – Use the inverted pyramid model: attention-grabbing headline with your main focus, supporting info, then CTA

– Create a visual hierarchy, like headings and subheadings, and different colors and font styles

– White space is your friend – use it often to create a visual balance and direct flow down to your CTA

– Don’t write big blocks of text – instead, aim to make it skimmable and easy to digest

– Don’t overwhelm with too many colors and font styles – aim for 2-3 and make sure they match your branding

– Don’t make emails too wide, or they’ll be hard to read – about 600 pixels wide will do the trick

Copy – Keep it short and sweet, with each word supporting and relevant to your main focus

– Write clearly and conversationally – use language that’s helpful, descriptive, and actionable

– Hyperlink to everything that’s applicable to bring them back to your website or landing pages

– Don’t send the same generic message to everyone (we’ll talk more about segmenting in this chapter)

– Don’t use technical or complicated words – write as simply as possible so no one has trouble understanding

– Don’t focus too much on features of your product or service – instead, show them the benefits and impact

Visuals – Include visuals that are relevant and eye-catching, while adding real value to the message

– Format and resize images so that they’re not distorted or blurry when you put them in your template

– Remember: there is such a thing as too many images, which might distract from your CTA

– Don’t include visuals just because you feel like you need to – simplicity is a virtue

– Don’t just use photos – have fun with other types of media like videos, GIFs, and illustrations

– Don’t use massive media files, which will take longer to load and lose readers’ attention

CTAs and Buttons

A call-to-action (CTA) is what you want the user to do after reading your email. You can think of it as the ultimate goal or reason you’re sending the email to begin with. This could be asking them to use a discount, check out a new product, read your newest blog post… pretty much anything you can think of.

The CTA is usually displayed as a button that leads the reader to a webpage (called a landing page) where they can complete this action.

One of the best email marketing call-to-action tips is to focus on a single CTA in each email. By giving one clear instruction, there’s less distraction – which means more action.

Home appliance company Whirlpool learned this first hand. They decreased their CTAs from 4 down to 1 and saw a 42% increase in clicks.

If you can’t manage just one CTA, choose a primary and secondary. Beware of having more than 2 CTAs, because data shows that this will dilute the message and can ultimately lower your engagement rates, as well as the overall performance of your campaigns.


Email Marketing Call-to-Action Examples

This email from City Slickers wants readers to shop for loafers. They’ve made it simple and perfectly clear with their “Shop Loafers” CTA button.

email marketing CTA


Airtable includes a straight-forward “Browse the gallery” CTA button to direct customers to their company’s template gallery.

call to action email examples


BuzzSumo keeps it super simple, with minimal design and visuals to promote their platform’s Reddit engagement data. This draws even more attention to their “Subscribe Now!” CTA button. As an added bonus, their custom graphic shows the BuzzSumo mascot hanging out with the Reddit mascot to further illustrate the partnership. Good stuff.

CTA examples email


Now that you have an idea of the individual elements that make a great email, let’s look at some lifecycle email marketing examples that help turn separate emails into full campaigns.

3.2. Types of Marketing Emails

The exciting part about email marketing is that you’re only limited to your imagination. While you should definitely watch and learn from the top email marketing examples out there, I strongly encourage you to get creative with your ideas, offers, and engagement strategies.

That said, we should start at the beginning. The best path to success is building your strategy around email marketing tips that actually work.

That’s why I can’t stress enough that you must personalize each user’s experience. This means that you’ll need to segment your list based on specific user details like their demographics and what they do on your website. Then send emails that cater to those details.

Data shows that triggered and autoresponder emails (including welcome and transactional emails) get higher open rates and engagement rates than your standard newsletter.

That’s because these types of emails are a direct response to a recipient’s unique behaviors and actions (which you’ll accomplish through segmentation). This shows the recipient that you really “get” them, and that you’re just as invested in their satisfaction as they are.

types of marketing emails


Let’s look at these simple email marketing examples to help personalize your messaging and nurture relationships with prospects and customers:

  • Welcome emails
  • Transactional emails
  • Personalized recommendations
  • Abandoned cart emails
  • Customer loyalty emails
  • Win-back emails
  • Promotional and informational emails

For each type of email, we’ll go over the basics, as well as some more advanced tactics. These will include things like creating a related email series, and unique strategies to set yourself apart from competitors.

Automation and Creating an Email Series

I’ve said it before and I’ll say it again: automation is a must-have. When you invest in an all-in-one email marketing automation platform, you can send the right emails at the right time with just a few clicks.

We’ll dive more into the technical side of automation in Chapter 4, where we’ll go over top email marketing tools and recommendations for building and delivering strong campaigns.


In the meantime, we’re going to explore the strategy and best practices behind sending different types of marketing emails. This includes how you should incorporate these various emails into your email marketing efforts, including one or more series.

An email series (also called a campaign) includes several automated and triggered emails that are sent over the course of several days, weeks, or even months. They can vary greatly because it all depends on your goals and how your customers interact with your brand.

Common types of email series include a welcome series, cart abandonment series, and win-back series (also called re-engagement series). Stay tuned for details on each.

Email Marketing Frequency Tips

When you’re prioritizing your email marketing best practices, frequency should be at the top of your list. Whether it’s a broad campaign or a specific type of email series, be sure that you’re not overwhelming your customers with too many emails. This can damage your reputation and the customer’s trust in your brand.

Throughout this chapter (and the whole ebook, for that matter), we’ll discuss a few options to help make sure you’re sending just the right amount of emails. These techniques include segmentation, mapping out email flows for your primary segments, and consolidating as much as possible into one app or platform.

Welcome Emails

Research shows that sending a welcome email has brought businesses an incredible 320% more revenue per email than standard bulk emails. Plus, welcome emails boast a far, far better open rate than standard ones. It’s a simple email marketing tip, but it packs a huge punch.

open rate of welcome emails

Welcome emails are generally the first message you send after you receive someone’s email address. They can be sent after a user takes an action like:

  • Signing up for your newsletter
  • Creating an account on your website
  • Joining a club, program, or utilizing another incentive
  • Making their first purchase

It can be a single email or a welcome series.

In this first contact, aim for a specific call-to-action (CTA). For many ecommerce stores, this takes the form of a special discount or promotion. In this welcome email, fashion retailer Kate Spade offers a discount code for 15% off an online or in-store purchase.

welcome emails


If you’re not an ecommerce brand (or you’re just not ready to shell out a discount yet), you can try a different approach. Tell them about a program or offering that makes your brand unique, or direct them to some great content.

Drift, a conversational marketing platform, takes a super minimalist – and very self-aware – approach, with a simple list of their most popular blog posts and a quick promotion of one of the platform’s features.

welcome email example


InVision, a digital product design platform, directs users to some tutorial videos to help them get started with the platform.

using welcome emails


Welcome Series Tips

welcome series tips


Say a customer just made their first purchase. A welcome series could have these 4 emails:

  1. 1–3 hours after purchase: Introduction. Showcase your company, team, and what you’re all about. You can even give behind-the-scenes info and photos to make it more personal.
  2. 3–5 days: Social discovery. Build on your intro email and show the customer how to connect with your brand online – whether that’s social media, your blog, or other channels.
  3. 2 weeks: Product discovery. Shift the message from your brand story to your top offerings. Show off your brand and why people love you. You can also make personalized product recommendations for items related to their purchase (more on this soon).
  4. 3–4 weeks: Incentive email. Send a discount or other incentive to encourage their second purchase if they haven’t made one yet.

Transactional Emails

Like the name suggests, you’d send a transactional email after a transaction occurs. They’re typically one-off emails instead of a series or campaign.

One of the most popular types of transactional ecommerce emails is when a company sends an order confirmation and purchase receipt after someone buys a product on their website.

The subject line of these emails is typically straightforward like “Purchase Confirmation” or “We’ve received your order.” The email body gives main order details, like:

  • Confirmation or order number
  • Date purchased
  • What exactly was purchased
  • Cost of items and total paid
  • Payment method
  • If there’s a delivery, a note about the arrival
  • Shipment tracking number, if possible

transactional emails

Other transactional emails can include:

  • Welcome emails (which we discussed above), since signing up for a newsletter or making a purchase are considered transactions
  • Download confirmation, similar to how a purchase confirmation works
  • Password reset emails, sent to a user after they request to change their account password
  • App or website extension emails, which reinforce actions from the app or website (for example, when you get a LinkedIn email to confirm a connection request from the platform)
  • Surveys or requests for feedback based on a purchase, going to an event, or other experiences the user had with the brand
These are considered triggered emails, because they’re automatically triggered by a specific action from the user. Technically, any email can be considered a triggered email if you set up your email marketing platform to automatically send an email based on an event (like an abandoned cart email, for example).


Here’s a simple survey and feedback request from the airline AirAsia, sent the day after a customer’s flight. It provides a clickable 1-10 rating scale:

transactional email message

Then, when the customer clicks a number, they’re taken to a landing page where they have the opportunity to write extra feedback. They have 4 comment choices: suggestion, complaint, compliment, or other.

Triggered email

This is an excellent email marketing example of a brand using a transactional message to be attentive and caring toward its customers in a fast and easy way. At the same time, it’s gathering information to improve the company’s performance.

In unfortunate cases of disgruntled customers, this feedback gives valuable opportunities to identify who they are, why they’re upset, and how the company can repair the relationship and bring them back for future business.

Everyone wins.

Personalized Recommendations

Personalized recommendations are among the best email marketing tips to increase sales. I recommend including some type of personalized recommendation in all of your campaigns and email series, because they’re just downright effective.

To do these right, you’ll need to dig into your existing customer and visitor data to see what they’ve been doing on your website. But at the starting point, all you need is to know what a customer recently bought or looked at.

When you know this, you can recommend related products. You’ve seen these kinds of recommendations everywhere – from Amazon to Netflix to Spotify and so many places in between.

One Forrester analyst suggested that Amazon might get up to 60% conversions to sales as a result of all of its integrated recommendations.


In the ecommerce email marketing realm specifically, Salesforce data shows that personalized product recommendations account for only 7% of clicks, but an incredible 24% of orders and 26% of revenue.

personalized recommendations email


This data (and loads more) suggests that repeat customers are the most profitable, and they just love it when you understand what they want.

Give them what they want.

Let’s look at 3 main types of personalized recommendation emails for customers who have made a purchase:

  • Cross-selling related products: Encouraging a customer to purchase a product that complements or enhances their original purchase
  • Upselling related products: Encouraging a customer to “upgrade” to a better version of their purchased (or soon-to-be-purchased) product or service to increase the total order value
  • Replenishment (also called reorder): Encouraging a customer to repurchase an item that needs to be replenished regularly

Cross-Selling Related Products

Here’s an example of a classic cross-selling email by Williams Sonoma, suggesting more baking supplies for someone who’s purchased a similar item. To sweeten the deal and encourage a higher order value, they added a promo for free shipping on orders over $49.

cross selling related products


Upselling Related Products

Upselling is when you’re increasing the value of a certain order. This means that it technically doesn’t occur as often via email in ecommerce, because most emails are in response to a completed purchase. Upselling is more commonly seen on the website itself during the purchasing process, where a brand can make recommendations to upgrade items that they’re interested in.

An exception to this is subscription-based products, like digital software and memberships to online services. Here, note-taking and organization app Evernote offers an incentive to upgrade, offering 6 extra months when customers buy a year membership to one of their 2 premium versions.

Upselling Related Products


As a unique ecommerce example, Beard Brand brilliantly upsells its customers who are enrolled in their monthly subscription box program.

Here, they remind the customer of their upcoming box, and suggest some products to add in before the box is shipped – thus upgrading the box and increasing its order value.

upselling email


Replenishment (Reorder)

There are all kinds of everyday staples that need to be replenished, like:

  • Food and beverages (for ourselves and our families, as well as our fur babies)
  • Vitamins and supplements for general or specialized use
  • Toiletries and personal care products, like makeup and razors
  • Household items, like dish soap and toilet paper

If you sell these kinds of items, take note of how long each product should last based on regular use, and compare it to the dates that customers purchase them.

Purina did just this, taking note of serving sizes and feeding frequency to calculate when their customer’s special blend of dog food would run out. If you can make these calculations accurately, you’ll have a convincing argument to encourage a reorder.

Replenishment emails


 The strategy behind cross-selling and upselling is an art and a science. Read this blog about 8 psychological principles that can boost your sales while building an army of happy, satisfied customers. 


Abandoned Cart Emails

Statistics show that about 70% of online shopping carts are abandoned, meaning that shoppers clicked on the “Add to cart” button, but never followed through on actually purchasing the item(s).

Why is this number so high?

There can be a lot of reasons. For example, the shopper was just “window shopping” or making price comparisons and never had the intention to buy in the first place. Others might abandon because of an issue with the process, like a technical glitch on the website, issues with payment, or unexpected fees.

reasons for abandonment


In any event, it can be seriously profitable to put effort into bringing these customers back to make the final clicks on items they’re already interested in. After all, having them shop at your store in the first place is half the battle.

A cart abandonment email should contain:

  • A reminder of what exactly is inside their cart, preferably including a product photo of the item(s)
  • An easy link to take them directly to the purchase page
  • An added incentive to get them to buy now (optional, but effective)

To boost conversion rates and stand out from your competitors, get creative.

You can add product ratings for a one-two punch – it uses the incredible power of social proof, while igniting their FOMO by reminding them that they’re missing out on a 5-star product.

social proof reduce abandonment


Beauty accessory company ClipinHair used this strategy and saw a 36% increase in cart recovery in one week!

The example below shows an upgraded abandoned cart strategy. Here’s what makes it so good:

  1. It chooses its best-seller blueberries as the star. This helps to avoid overwhelming the customer with too many focus points. Plus, it’s a good strategy to pick a top-selling item to focus on.
  2. It includes a beautiful, appetizing photo of the blueberries. Quality food photography really sells, folks.
  3. It uses 3 concise USPs (unique selling points) to remind the customer why this product is so darn good and why they need it in their life.
  4. It includes customer testimonials about related products to enforce the quality of the brand and its products.

upgraded abandoned cart strategy


You can add an incentive, like a discount or free shipping to get them to take action. Or, if you have a rewards program, you can try reminding the customer of their rewards points balance, then direct them to use those points to go toward a purchase.

abandoned emails


Abandoned Cart Series Tips

abandoned cart series tips


Let’s say you want to send a few emails to ensure that you successfully recover an abandoned cart. Here’s a model for a 3-email series:

  1. 1 hour after the cart is abandoned: Ask for feedback to figure out why they abandoned the cart. You can then use this feedback to improve their specific situation, as well as possibly make improvements to the whole shopping experience.
  2. 1 day: Include a discount or some other type of special incentive to draw them back in. Tell them this offer will expire in 3 days.
  3. 3 days: Remind them of the discount you sent as email #2, and that the discount will expire today.

the power of abandoned cart emails

Customer Loyalty Emails

Like I said before, repeat customers are the best – and most profitable. A little bit of love goes a long way in building brand loyalty.

And interestingly enough, the customers who appreciate this “little bit of love” are the ones who are the most loyal. One study shows that customers who value personalized experiences are 10 times more likely to be top revenue-generators, making up to 15 transactions per year.

The moral of the story is: love them and they shall love you back.

To do this, use email to build and promote a customer loyalty program (also called a customer retention program) that rewards and shows appreciation for frequent shoppers.

Some ways to do this include:

  • Sending them special VIP discounts, offers, and promotions
  • Celebrating them, like birthday and customer anniversary emails with special offers included
  • If you have a rewards program, offering opportunities to get rewards points even if they haven’t made a purchase, like points for filling out a survey
  • Incentivizing purchases, like offering a free gift with their 5th purchase (you can send this email shortly after their 4th purchase)
  • Incentivizing referrals, like offering them a discount, points, or account credit when they refer friends and family

Here, ModCloth sends a simple $5 discount as a 1-year anniversary gift.

customer loyalty emails


Win-Back Emails

Win-back emails are sent to lapsed customers, or customers who haven’t made a purchase in a while. The timeframe that defines a lapsed customer is up to you. Depending on the nature of your brand, this might be 1 month, 3 months, 6 months, or even more.

Some elements of a good win-back strategy include:

  • Asking them for feedback to learn more about why they haven’t been around in a while (and if you do receive feedback, taking action to try and solve any problems ASAP)
  • Remind them of the best features, offerings, and USPs of your brand
  • Offer them a discount or other incentive to make another purchase

Data from MarketingLand showed that when participants offered a dollar-off discount, it performed 2x better than offering a percentage-off discount.

Crocs does this by offering $10 off the customer’s next purchase of $50.

win back emails


Asana sends a win-back email that promotes recent changes to the platform as a method to lure the customer back in.

asana win-back series


Win-Back Series Tips

win back series tips

Here’s a model and timeline for a win-back series that’s carried out in 3 emails:

  1. The day the customer becomes inactive: Offer a small discount or other incentive for them to make another purchase. Show emotion, tell them you miss them!
  2. 1 week: Remind them of the discount you sent a week ago, and offer them some personalized recommendations based on their past purchases. If they had an abandoned cart, you can use that too.
  3. 2 weeks: Increase your discount amount to show them that you’re dying a little inside without them in your life. Create a sense of urgency, too – tell them the offer will expire in 24 or 48 hours.

Promotional and Informational Emails

As opposed to the emails above, promotional and informational emails aren’t as closely related to a user’s actions. So in many cases, they’re not considered triggered emails.

They typically fall into the “newsletter” category, so they can still be incorporated into an automated campaign for people who’ve signed up to your newsletter. (If you haven’t caught this by now, I encourage you to incorporate every email you send into an automated campaign.)

These emails are geared at educating and informing recipients, no matter where they are in their lifecycle or what kind of engagement they’ve recently had with your site. They can cover a broad range of topics, like:

  • A general sale or discount you’re offering to everyone on your list
  • New content you’ve created, like blog posts, ebooks, videos, infographics, etc.
  • Periodic round-up or “digest” of your content, on a weekly, monthly, or yearly basis
  • Special events you’re hosting or involved in, including sponsorships
  • New offerings or added features to your existing products or services
  • Interesting and newsworthy changes within your company, like programs or initiatives
  • “Behind-the-scenes” content to show personality and build a stronger relationship

This fun email from Tattly celebrates its 5-year anniversary in a personal way, sharing an interview with the company’s founder. The photo is a great touch.

promotional and informational emails


Stay tuned for Chapter 5, where we’ll give you 20 marvelous newsletter examples that you can add to your top email marketing templates and ideas.


Ecommerce Starter Campaign: Post-Purchase Series

A post-purchase series is a good full campaign to start with as you explore the nooks and crannies of email marketing automation. This is because it’s a generalized marketing strategy that can apply to anyone who has made a purchase (though you’ll still want to personalize certain details, like the item(s) you offer as a cross-sell).

This series puts several different email types and effective email marketing tips into practice, giving you some well-rounded experience. You’ll also collect some solid performance data to measure, analyze, and apply to future strategies.

post purchase email series


Let’s go through a post-purchase series that lasts 4 weeks and includes 6 emails:

    1. Immediately after purchase: Confirmation and purchase receipt. This is a standard transactional email to confirm their order. Adding a discount to the receipt email can be massively successful, so consider this too. Set the expiration of the discount anywhere up to 2 weeks.
    2. 3 days after purchase: Get feedback. If they bought a physical product, be sure they’ve received it in this window so you can ask them about their purchase and delivery experience. Are they unhappy? Learn why and try to make them happy again. Are they happy? Use that data for a testimonial!
    3. 1–2 weeks: Product reviews. Send this one after they’ve had enough time to actually start using the product or service they bought. Direct them to a dedicated web page where they can review the product.
    4. 1 day before discount expiry (2 weeks): Discount reminder. If you offered them a discount in their purchase receipt email, remind them that they’ve only got 24 hours left to use it.
    5. 2–3 weeks: Cross-sell. Send 1–3 personalized product recommendations based on their purchase.
    6. 4 weeks: Loyalty. If they’ve made another purchase, send a loyalty email, like offering an added discount for referring a new customer.

Now that you’ve seen a load of awesome email marketing examples, let’s talk about how to build your email list outside of people who have made a purchase on your website.

3.3. How to Build Your List

Obviously, before you send emails, you’re gonna need some email addresses. And as we discussed when we covered email marketing strategy in Chapter 1, you should aim to get explicit consent from each person before you start popping up in their inbox.

So how do you get more addresses and build up a strong list? Let’s go through some options for building in-person and online.

But first…

Transparency, Ethics, and Getting Good Results

You may have heard tips like getting email addresses from business cards or buying email lists from other companies. Some people raise ethical issues here, but my main objection is: honestly, there are better techniques out there.

You can try sneakily adding people to your list once you get your hands on an email address, but you’ll find that it’s nowhere near as effective as when people sign up by choice. Because those people are actually interested to begin with… which means you can be truer to your brand and your mission, while maximizing your email marketing efforts.

There, I said it. Now we can get to the email marketing list building tips.

In-Person List Building Tips

If you have a physical store or otherwise promote your business offline, try these methods:

  • Put out a signup sheet anywhere: your store, trade shows, street fairs, and local or national networking events and conferences – incentivize by offering VIP benefits
  • Host an event locally, like a networking lunch or fundraiser, which people can RSVP for using their email address
  • If you’ve used snail mail, send a postcard asking for their email, which you can incentivize as an entry into a contest, giveaway, or special online offer
  • See if your email software has cool features, like Constant Contact’s Text-to-Join, where you can add a number to a flyer or other promotional material and users can text a keyword to a set number like 39337 to automatically join the list
Some of these methods can be less straightforward about how you’ll use their email address once you have it. To stay 100% transparent, make a note that you’ll add them to your email list. You can also send them an opt-in email where they can confirm if they want to keep receiving emails from you.


Online List Building Tips

You can certainly have success building a list in-person if these techniques mesh well with the nature of your business. But doing it online brings a whole new world of opportunities.

Here are some email marketing list building best practices:

  • Use different opt-in forms on your website to keep it simple and snag engaged visitors – see below for more
  • Plaster your signup link everywhere: your social media posts and profiles, email signature, etc.
  • Incentivize signups by offering a freebie, like providing their email in exchange for a download of premium content like an ebook – then promote on your site and social media channels
  • Host a giveaway or content via your website, which they can sign up for with their email
  • Incentivize current recipients to refer others (which we discussed in the customer loyalty section above)
  • If it fits with your brand, host a webinar to share your knowledge and tips, which they can sign up for with their email
  • Refresh an old, stale list by sending them an opt-in request: ask them to click a button to confirm they want emails, and tell them you’ll remove them if they don’t respond
  • Partner with other brands – join forces for a contest or webinar, or trade promotional space in each other’s newsletter

Website Opt-in Forms

Your website is a playground for creative ways to get email addresses. Opt-in forms can be as complex as you want them to be, with the most basic saying something like “Want to keep in touch? Enter your email to subscribe.” Then provide a single field for them to type it in.

Granted, most people aren’t dying to join an email list. So adding incentives can go a long way here.

You can put an opt-in form pretty much anywhere, but top methods include different types of popups and embedded forms in sidebars, headers, and footers on various pages of your site.

Here are some general tips to keep in mind for all types of opt-ins:

  • Keep them in-line with your branding: colors, fonts, visuals, etc.
  • Make your messaging clear and concise, and never be misleading
  • Don’t be obnoxious with giant fonts and flashing visuals
  • Ensure a visual flow that fits in with your other content on the page
  • Use A/B testing to test out different variations of colors, visuals, sizing of all elements, CTAs and copy, timing (for popups), etc. – keep what works and ditch what doesn’t

Let’s explore some opt-in email marketing examples. Here’s a pretty awesome infographic that we’ve snatched examples from below.

Popup Forms

While some users find them annoying, the data doesn’t lie that they just work. Social Media Examiner says that 70% of its subscribers came from opt-in popups, and their lists would be much smaller without this technique.

Keep in mind that your popups should be easy to close out, or you run the risk of frustrating your visitors. Which is the opposite of what we’re going for here.


One popup technique is the exit overlay. When they go to close out of a page, a popup entices them to stay. This is often in the form of a discount or special offer.

exit overlay popup

Another example is the light box. You choose a timeframe for how long a visitor has been on a particular webpage, say 2 minutes. After this point, a light box pops up asking them to sign up.

light box popup

Another option is the slide-in. The name is pretty straightforward here… it just slides in from the bottom or side of the page. Set the slide to be triggered by a user scrolling on a webpage, which shows that they were engaged in your content to begin with.

One of the more simple email marketing tips. For a classic approach, you can embed an opt-in form in a static position on the site, like a sidebar or footer. These don’t attract the most attention out of all your options, so you’ll need to make sure you have a good design and CTA message. Also ensure that it fits well into the page’s design and layout while still standing out.

opt in form email

A bar allows you to keep the opt-in form in a noticeable place, as opposed to having it hide away on the side or bottom of the page. You can place these anywhere on the page, but try to keep a natural flow with what’s happening in the content.

placing an opt in form

Another embedded technique is a signup form to access special content or events, like a content download or registration for a webinar or course. If you benefit from knowing more about your registrants than just their email, you can ask for other details.

But avoid adding too many fields here, as research shows users can be turned off if they’re asked for too much personal info. One study found that decreasing the number of fields to 4 or less resulted in 160% more conversions.

signup form

3.4. Segmenting Your List

This is one of the most important best practices in email marketing.

You. Must. Segment. Your. List.

There’s loads of data confirming that you’re messing up big time if you’re not segmenting.

There’s no one right way to segment, and it will look a bit different for every business. But let’s go through some email marketing segmentation examples and ideas that you can start from.

Classic market segmentation strategies go by 4 main categories:

  • Geographics: where they are
  • Demographics: who they are
  • Psychographics: what they like
  • Behavioral: what they do

market segmentation

You should take all 4 of these into consideration, but I recommend focusing more on the last 2: what they like (psychographics) and what they do (behavioral). But here’s a secret: if you focus on what they do, it will tell you what they like. It’s also much easier to track, since their behaviors can be revealed by basic KPIs.

Apart from digging into your data, you can just be straightforward about asking them what they like. When they sign up to receive emails, ask them some personal questions in their confirmation email and welcome series.

Tasty Treats asks if the customer wants gluten-free recipes so they know what types to send.

welcome email series


You can also do this with demographic questions. Like how Office asks which gender style of clothing recipients are interested in.

demographic questions email


In Chapter 1, we discussed the main phases or segments of a generalized email marketing campaign: prospects, first-time buyers, and repeat customers (and the last 2 can become lapsed customers).

Now, let’s dig a bit deeper and explore how we can execute these ideas.

Here’s my go-to list of email marketing segmentation examples to break them down more specifically:

  • Prospects (aka potential customers): newsletter signups, cart abandoners
  • First-time buyers: only 1 purchase
  • Repeat customers: 2 or more purchases
  • Active repeat (aka loyal) customers: 2 or more purchases, made more frequently than the average customer’s timeframe between purchases
  • “At-risk” customers: Close to hitting the timeframe designated for inactive or lapsed customers
  • Inactive (aka lapsed) repeat customers: No purchase in X days/weeks/months (whatever timeframe you’ve set)

Generally, an entrepreneur’s goals are to move each customer forward to the next segment (or backward if they’re at-risk or lapsed), ultimately keeping them all as active repeat or loyal customers. So the funnel goes something like this:

customer lifetime value


And here’s a glorious chart that shows what types of emails you can send them to push them through the funnel, and a suggested schedule for doing so:

types of email funnel


While it may seem intimidating to do this, the right email marketing automation software will make segmentation super simple. You can define these and more segments down to the customer’s last day, dollar, or email click to make hyper-focused (and beautiful) emails that are sure to get their attention.

The Glory of Automation

Automation makes this whole process easy. For example, say you want to re-engage repeat lapsed customers. You can send an email to everyone who’s made 4 orders, but hasn’t made a purchase in 3 months. With this strategy, you could bring them back into “active customer” territory by offering a free gift with their 5th purchase.

This is generally very simple to do with the help of an automation platform. Let’s look at how it’s done in Conversio, to give you an idea of how the process works.

conversio email automation

Another example: say you’re a shoe company that has just released a new, highly-anticipated running shoe model in one of your most popular collections. You can see who purchased shoes from this collection, but did not yet purchase this new product. Then you can send them an email to let them know about the new release.

email automation

If you’re inexperienced, many platforms will offer suggestions for how to define certain groups. For example, Klaviyo’s pre-set definition for an “unengaged” subscriber has 3 parts:

  1. They’ve received at least 2 emails in the last 90 days
  2. They haven’t opened any emails in 180 days
  3. The person isn’t suppressed (meaning they haven’t unsubscribed)

pre-sets in emails

Here are a few more ideas for choosing criteria:

  • General loyal customer: Number of orders exceeds 10
  • General lapsed customer: Time since last order: more than X days
  • Replenishment email: (1) Purchased a specific product (2) Time since last order: more than X days
  • Cross-sell: (1) Purchased a product from a specific category/collection (2) Time since last order: more than X days
  • Sale item: Has not purchased a specific product (to ensure they haven’t already bought it)

And here’s a big list of some of the different segmentation options you might have for each subscriber, depending on the type of software you use:

  • Whether they’ve made a purchase or not
  • Total number of orders
  • Total amount spent on all orders
  • Total number of products ordered
  • Average number of products in each order
  • Amount spent on a single order
  • Average amount on multiple orders
  • Date of their first or last purchase
  • If they did or didn’t purchase a specific item
  • If they did or didn’t purchase from a specific product category or collection
  • If they did or didn’t click or open a certain email
  • If they did or didn’t review a specific item
  • When they clicked or opened their first or last email
  • Which email lists they’re actively subscribed to
  • Country, region, or ZIP code of their address

Some platforms will offer recommended workflows depending on what you want to accomplish. For example, Campaign Monitor recommends workflows that target different groups, including subscribers, shoppers, first-time buyers, and repeat buyers. Of course, you can also make your own.

email workflows

3.5. 5 Email Marketing Tips and Tricks

We’ve covered a whole lot of tips for email marketing content, but I’d like to touch on a few more before we close out.

1. Keep It Responsive and Mobile-Friendly

If you’re not optimizing your emails for mobile, you’re just being silly. One study showed that 3 of 5 people check their email on a mobile device, and 75% of them use their phone the most.

The best way to ensure your emails are mobile-friendly is to use a tool to test them before you send. Some automation tools will let you test across multiple devices and see how multiple email clients will display them.

2. Use Pre-Header Text

Pre-header text is basically the text that appears just after the subject line, giving a preview of what’s inside the email. You can make a big impact by setting this manually instead of letting it populate automatically.

If you don’t edit it yourself, you might just end up with something like “View in Browser” or “UNSUBSCRIBE.” And that would be a sad waste of precious real estate.

pre-header text in email


3. The Spam Folder Is an Immortal Enemy

You can never outrun the risk of being marked as spam, so stay vigilant.

Email marketing best practices to avoid spam filters include:

  • Use a double opt-in method, which makes a user confirm twice that they want to join your list
  • Don’t rent, buy or scrape lists – it borders on an ethical issue and it’s just a recipe for trouble
  • Set and keep expectations about how you’ll email them – don’t send weekly emails when they signed up for a monthly newsletter

Don’t wait too long to send the first email, or they may forget they signed up

Siva Sankar, Oberlo

Siva Sankar, Oberlo

My advice is: definitely use double-opt-in to have a clean email list. It will reduce the overall subscribers by 15% to 20%, but all you get is quality subscribers who are really interested in your brand. It also improves overall email KPIs, as well as helps to reduce unsubscribe rate or spam complaints. Setup Google Postmaster Dashboard and constantly monitor your domain and IP reputation. Use Litmus spam testing tools to make sure you don’t use spammy content, as well as your IP blacklist information.

4. Recycling Isn’t Just for the Environment

One of the lesser-known tips in email marketing. Recycle your emails to make sure you’re getting the most of your efforts. You can try resending emails to people who haven’t opened them, or repurposing different emails to suit different occasions.

You can also recycle some of your other types of content and turn them into emails, like sending a video you’ve made or including an excerpt from an infographic.

5. There’s a Fine Line Between Personalized and Creepy

There’s a real catch-22 when it comes to personalization, because you can quickly step into stalker territory. To prevent this, McKinsey shares a valuable equation for using personalization to create value in the eyes of the customer.

Essentially, a customer will enjoy the relevance and timeliness of an email in relation to the “cost” – how much personal info they had to share or how much effort you put in to get that info. On top of that, trust boosts the overall value, but it’s important to remember that trust can easily be lost.

personalization value equation


The bottom line is: never lose sight of the happiness of your customers. They’re your company’s lifeblood, after all.


That’s a wrap for our massive list of email marketing tips and techniques, examples, and best practices. As you can see, there’s quite a bit to consider, and an endless amount of opportunities.

Like I mentioned earlier, I strongly recommend that you have a single tool that handles all of your email design and building, scheduling and sending, list management and segmentation, and data tracking and analysis.

If you can’t manage it all in one shot, make sure to consolidate as much as possible so you don’t have a bunch of tools talking over each other and potentially causing confusion.

Which brings us to our next chapter all about top email marketing tools and platforms.

Shall we?

Next Chapter