Email Marketing: 6 steps to designing an effective strategy

Contents

Introduction

Email marketing remains one of the most powerful tools in the digital marketing world. Despite the rise of social media and other platforms, email continues to be a highly profitable channel.

Designing an effective email marketing strategy requires planning and understanding your audience. In this article, we’ll break down what an email marketing strategy is, how to design it step by step, and how automation and workflows can help take your communication to the next level.

What is an email marketing strategy?

An email marketing strategy is a detailed plan that defines how your business will use email to achieve its marketing goals. It can include promotional campaigns, newsletters, automated emails, and workflows designed to nurture your subscribers over time.

The ultimate goal of this strategy is to convert subscribers into customers and maintain a relationship with them. Whether you’re launching a new product line or simply want to retain your customers, a solid email marketing strategy is key to achieving this.

Why is an email marketing strategy important?

Email marketing is direct, customizable, and measurable. It allows you to have an exclusive communication channel with your customers, without relying on algorithms like those of social media.

Some of its advantages include:

  • Direct reach: You land in your subscribers’ inboxes, creating a closer connection.
  • Precise segmentation: You can divide your list into segments based on behavior, interests, or location, allowing you to send personalized messages.
  • Automation: Through automated workflows, you can create email sequences that trigger based on user actions, such as after a purchase or when they abandon a cart.

 

estrategia de email marketing

 

6 Steps to Design an Email Marketing Strategy

Designing an effective email marketing strategy requires following several key steps. Below, we explain the process from scratch:

 

Step 1: Define Your Objectives

Before starting, ask yourself: What do you want to achieve with email marketing? Increase sales? Drive traffic to your website? Set clear, measurable goals. For example:

  • Increase sales of a specific product with an exclusive discount.
  • Boost blog traffic with a weekly newsletter.
  • Retain customers by sending thank-you emails after a purchase.

 

Step 2: Build a Subscriber List

Your contact list is one of your most valuable assets. It must be high-quality and not purchased. You can build your list through:

  • Subscription forms on your website.
  • Downloadable content (lead magnets) like ebooks, guides, or discounts.
  • Pop-ups on your site offering incentives, such as 10% off for subscribing.

 

Ensure that people who subscribe are genuinely interested in your brand, as this directly impacts your email open rates and engagement.

 

Step 3: Segment Your List

Not all your subscribers are the same. Some are repeat customers, while others are just discovering your brand. That’s why it’s important to divide your list into segments. For example, you can create segments based on:

  • Purchase behavior (frequent vs. new customers).
  • Specific interests (vegan vs. non-vegan products).
  • Geographic location (for local promotions).

 

Segmentation allows you to send more personalized messages, increasing the relevance and effectiveness of your emails.

 

Step 4: Design Your Email Automation Workflows

Automated workflows are an essential part of any email marketing strategy. These ensure emails are sent automatically when a user takes a specific action. Here are some common workflow examples:

  • Welcome flow: Sent when someone first subscribes to your list. You can include a welcome message and offer a discount or exclusive content as a thank-you.
  • Abandoned cart flow: If a user adds products to their cart but doesn’t complete the purchase, an automated email can remind them to finalize the transaction.
  • Post-purchase flow: After a purchase, you can send a thank-you email along with related product recommendations.

 

 

Step 5: Create Relevant and Engaging Content

Every email you send should provide value to your subscribers. Content ideas include:

  • Exclusive promotions: Offer discounts or early access to products.
  • Newsletters: Share updates, educational content, or industry news.
  • Educational emails: Help customers understand how to get the most out of your product or service.

For example, an educational email for a clothing ecommerce could explain how to care for garments to extend their lifespan.

 

Step 6: Measure and Optimize

Once your emails are live, it’s important to track results. Key metrics include:

  • Open rate: The percentage of subscribers who opened your email.
  • Click-through rate (CTR): The percentage of subscribers who clicked a link in your email.
  • Conversion rate: The number of people who completed a specific action, like making a purchase.

These metrics will help you adjust your strategy and optimize your emails for better results.

 

Conclusion

Designing an effective email marketing strategy may seem challenging, but the results are worth it. At Leva Digital Agency, we help businesses, ecommerce stores, and brands create customized email marketing campaigns that not only generate results but also foster long-lasting customer relationships. From building automated workflows to designing emails, our team has the expertise to take your email marketing to the next level.

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