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SENDING THE RIGHT EMAIL TO THE RIGHT PERSON. Inbound Certification Class #8

Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

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Is email marketing dead? No way. In fact, email is one of the most profitable marketing channels in terms of ROI. What kind of emails should you send? How should you segment your contact database to ensure that you're sending the right email to the right person? What email metrics should you look at, and why? This class will explore those questions and look at how email can help you. This class fits into the "Close" stage of Inbound Methodology - once we have leads, we have to make sure we're emailing the right message to the right person in order to facilitate the buyer's journey. http://academy.hubspot.com/inbound-marketing-certification/close/email

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Page 1: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

SENDING THE RIGHT EMAIL TO THE RIGHT PERSON. Inbound Certification Class #8

Page 2: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

#INBOUND

Page 3: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

1  Why email marketing is (still) important

2  How to send the right email to the right person

3  What makes an email world-class

4  Key takeaways and resources

AGENDA

Page 4: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification
Page 5: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

WHY EMAIL MARKETING IS (STILL) IMPORTANT. 1

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Here’s what people think about email.

FLICKR USER THOMAS ROUSING

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SPAM People believe that email marketing means

Page 8: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

OLD SCHOOL People also believe that email marketing is

Page 9: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Is email still effective?

Page 10: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

95% of online consumers use email; 91% check email at least once a day.

Email has longer lifespan than social media.

77% of consumers prefer email for marketing communications.

Email lets you be highly personal.

Email marketing has an ROI of 4300%.

1 There are more than 3.2 billion email accounts today.

6

2

3

4

5

**NOTE: If you’re viewing this deck on a PC, the numbers appear to not be centered. Don’t adjust them! This is to account for the reformatting that occurs when moving from a mac to a pc—they’ll look centered when recorded!

REASONS THAT EMAIL WORKS.

SOURCE: EXACTTARGET (1,2), DIRECT MARKETING ASSOCIATION (4, 6)

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Marketers who say they use email more today than they did three years ago.

EMAIL IS GROWING.

SOURCE: DIRECT MARKETING ASSOCIATION

Page 12: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

I get it. I’m in. How can email help me?

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Attract New Visitors

EMAIL MARKETING WORKS FOR EVERY STAGE OF THE INBOUND METHODOLOGY

1

2

3

4

Convert Visitors Into Leads

Nurture Leads Into Customers

Delight Customers Into Promoters

**NOTE: If you’re viewing this deck on a PC, the numbers appear to not be centered. Don’t adjust them! This is to account for the reformatting that occurs when moving from a mac to a pc—they’ll look centered when recorded!

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1

**NOTE: If you’re viewing this deck on a PC, the numbers appear to not be centered. Don’t adjust them! This is to account for the reformatting that occurs when moving from a mac to a pc—they’ll look centered when recorded!

ATTRACT NEW VISITORS

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**NOTE: If you’re viewing this deck on a PC, the numbers appear to not be centered. Don’t adjust them! This is to account for the reformatting that occurs when moving from a mac to a pc—they’ll look centered when recorded!

People like to share content they like.

FLICKR USER BEN GREY

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**NOTE: If you’re viewing this deck on a PC, the numbers appear to not be centered. Don’t adjust them! This is to account for the reformatting that occurs when moving from a mac to a pc—they’ll look centered when recorded!

FLICKR USER IAN SANE

Segmented lists + relevant content + sharing = exponential reach beyond existing leads

Page 17: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

2 CONVERT VISITORS INTO LEADS

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Use email to gain

FLICKR BEN GREY

FLICKR TONYTHEMISFIT

FLICKR USER OPENSOURCEWAY

Page 19: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

FLICKR RICHARD.ASIA

When a lead forwards your email to someone, you gain the power of social proof.

Encouraging referrals from existing leads helps you generate new ones.

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3 NURTURE LEADS INTO CUSTOMERS

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When you segment lists and tailor emails to each lead, they’ll be more engaged.

FLICKR KY_OLSEN

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Build a relationship with your lead by being helpful.

FLICKR KY_OLSEN

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Email doesn’t have to be a one-sided conversation. Use it

to listen to your audience trigger email responses.

FLICKR KY_OLSEN

FLICKR OPENSOURCEWAY

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Nurture leads with content that helps them do their job better. They’ll be more open to speaking to your sales team down the road.

FLICKR USER JENNY DOWNING

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4 DELIGHT CUSTOMERS INTO PROMOTERS

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Just because a lead becomes a customer doesn’t mean your job here is done.

FLICKR USER LISANDRO M. ENRIQUE

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Continue to engage customers by sending helpful resources and customer-only extras – attention is key to delight.

FLICKR USER JD HANCOCK

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FLICKR USER THE BROKEN ONE

Email is a cost-effective way to strengthen relationships with customers, upsell products, and reduce churn.

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2 HOW TO SEND THE RIGHT EMAIL TO THE RIGHT PERSON.

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Determine who your audience is

HOW TO SEND THE RIGHT EMAIL.

1

2

3

Segment your contacts database

Send the right content at the right time

4 Nurture your lead into a customer

Page 31: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

1 DETERMINE WHO YOUR AUDIENCE IS

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Right Content Right Audience Right Timing

SUCCESS +

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INBOUND MARKETING STRATEGY

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This is where segmentation comes in.

INBOUND MARKETING STRATEGY

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THE RIGHT AUDIENCE

•  Who are your ideal customers?

•  What are their interests?

•  What are their pain-points?

•  What are their behavior patterns, motivations, and goals? ?

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THE RIGHT TIMING

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39%

34%

28%

24%

24%

24%

21%

Increased Open Rates

Greater Email Relevance

Lower Opt-Out/Unsubscribe Rates

Better Deliverability

Increased Sales Leads

Greater Revenue

Greater Customer Retention % of respondents

EMAIL LIST SEGMENTATION RESULTS

SOURCE: LYRIS, INC.

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2 SEGMENT YOUR CONTACTS DATABASE

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Increase deliverability

Increase reach

SEGMENT TO HIT SPECIFIC GOALS

Increase engagement

Page 40: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Increase deliverability

Increase reach

Increase engagement

SEGMENT TO HIT SPECIFIC GOALS

Page 41: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

FLIICKR USER ROSEMARIE HUGHES

Your list decays at 25% a year. A list with 10,000 contacts will only have 5,625 viable contacts in 3 years.

Page 42: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

FLIICKR USER HEGARTY_DAVID

Emailing purchased lists increases your chances of being marked as SPAM and decreases deliverability rates.

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FLICKR USER REMON RIJPER

Say goodbye to unengaged leads. Suppress them from your segmented lists.

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FLICKR USER @NOTNIXON

Regularly update lists to account for unsubscribed contacts.

Page 45: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Increase deliverability

Increase reach

Increase engagement

SEGMENT TO HIT SPECIFIC GOALS

Page 46: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

FLIICKR USER EMILIOKUFFER

Sending content to targeted lists increases open rates and click through rates.

Page 47: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

FLICKR USER IRON RODAR

GEOGRAPHIC SEGMENTATION

•  IP Area

•  Time Zone

•  Area Code

•  Address

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FLICKR USER _HADOCK_

FIRMOGRAPHIC SEGMENTATION

•  Company size

•  Company type

•  Industry

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FLICKR _HADOCK_

ROLE SEGMENTATION

•  Department

•  Seniority

•  Function

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FLICKR _HADOCK_

BEHAVIORAL SEGMENTATION

•  Conversion events

•  Email opens

•  Page views

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FLICKR ROBERT S. DONOVAN

MARKETING INTELLIGENCE

•  # of Twitter followers

•  # of Facebook fans

•  SEO search terms

•  Website Pages

•  Technology

Page 52: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Increase deliverability

Increase reach

Increase engagement

SEGMENT TO HIT SPECIFIC GOALS

Page 53: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

FLIICKR USER MOHAMMED ALNASER

Some leads are never going to convert. But they love you!

Page 54: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

FLICKR IRON RODART – ROYCE VAIR (“STAR SHOOTER”)

LET THEM SPREAD THE LOVE.

•  Evangelists

•  Influencers

•  Students

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3

**NOTE: If you’re viewing this deck on a PC, the numbers appear to not be centered. Don’t adjust them! This is to account for the reformatting that occurs when moving from a mac to a pc—they’ll look centered when recorded!

SEND THE RIGHT CONTENT AT THE RIGHT TIME

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SEND CONTENT THAT FOLLOWS THE BUYER’S JOURNEY

Page 57: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

•  Videos

•  Blog posts

•  Slideshares

•  Free Tools

•  Ebooks/Guides

SEND CONTENT THAT FOLLOWS THE BUYER’S JOURNEY

Page 58: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

•  Webinars

•  Case Studies

•  FAQ Sheets

•  Product Whitepapers

•  Third-Party Reviews

SEND CONTENT THAT FOLLOWS THE BUYER’S JOURNEY

Page 59: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

•  Free Trials

•  ROI Reports

•  Product Demos

•  Consultations

•  Estimates/Quotes

SEND CONTENT THAT FOLLOWS THE BUYER’S JOURNEY

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4 NURTURE A LEAD INTO A CUSTOMER

Page 61: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Say someone views your pricing page…

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They’re interested, but aren’t talking to sales yet.

Page 63: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

What if you could instantly facilitate a conversation and connect them with sales?

Page 64: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Create a segmented list…

Page 65: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

…that triggers a workflow.

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Lead receives an email from you asking if they have any questions about pricing.

…that triggers a workflow.

Page 67: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Their sales rep receives a notification that they’ve viewed the pricing page.

…that triggers a workflow.

Page 68: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

WHAT MAKES AN EMAIL WORLD-CLASS. 3

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Emails should add value, not

ask for it.

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It is also essential that you OPTIMIZE YOUR EMAILS.

Page 71: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

1 Identify a specific goal

EMAIL BEST PRACTICES

2 Personalize sender info

3 Personalize email copy

4 Get to the point

5 Address leads directly

6 Use actionable language

7 Focus on benefits

8 Use multiple CTAs

9 Encourage sharing

10 Edit the plain-text

11 Optimize for mobile

12 Analyze Results

Page 72: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

IDENTIFY A SPECIFIC GOAL.

•  Generate new leads: enable sharing

•  Follow up on offer download: kickback email

•  Collect audience feedback: surveys

•  Increase program awareness: informative copy

•  Nurture leads further down the funnel: resources

•  Facilitate sales process: CTA such as “call us”

•  Educate customers about new features: overview

1

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SEND YOUR EMAIL FROM A PERSON, NOT A COMPANY.

Increase open rate by 3-5%

2

Page 74: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

USE PERSONALIZATION. 3

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First name

3 USE PERSONALIZATION.

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3 USE PERSONALIZATION.

Most relevant download

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Company name

3 USE PERSONALIZATION.

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Sales rep info

3 USE PERSONALIZATION.

Page 79: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Over 75% of email revenue is now generated by alternatives to generic

one-size-fits-all campaigns.

Personalized emails see 14% higher click-through rates and

10% more conversions.

SOURCE: ALCHEMY WORX: ABERDEEN GROUP

3 USE PERSONALIZATION.

Page 80: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

CREATE SUBJECT LINES AND EMAIL COPY THAT GET TO THE POINT. 4

Page 81: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

CREATE SUBJECT LINES AND EMAIL COPY THAT GET TO THE POINT. 4

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CREATE SUBJECT LINES AND EMAIL COPY THAT GET TO THE POINT. 4

Page 83: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

No.

CREATE SUBJECT LINES AND EMAIL COPY THAT GET TO THE POINT. 4

Page 84: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

SPEAK DIRECTLY TO A PERSON. 5

Page 85: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

•  Incorporate verbs into your in-text CTAs and CTA buttons

•  Get Your Templates

•  Start Your Project Now

•  Reserve Your Seat

•  Let lead know what they can do by clicking your email’s in-text CTAs and CTA buttons

•  Save time

•  Generate more leads

•  Increase production efficiency by 23%

USE ACTIONABLE LANGUAGE. 6

Page 86: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

FOCUS ON BENEFITS, NOT FEATURES. 7

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USE EACH COMPONENT OF YOUR EMAIL AS A CALL TO ACTION. 8

Edit alt-text of images + CTAs

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USE EACH COMPONENT OF YOUR EMAIL AS A CALL TO ACTION. 8

Edit alt-text of images + CTAs

Add CTA to Signature

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8 USE EACH COMPONENT OF YOUR EMAIL AS A CALL TO ACTION. 8

Edit alt-text of images + CTAs

Link images to landing pages

Add CTA to Signature

Page 90: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Edit alt-text of images + CTAs

Link images to landing pages

Modify preview text

Add CTA to signature

USE EACH COMPONENT OF YOUR EMAIL AS A CALL TO ACTION. 8

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ENCOURAGE SHARING TO GENERATE MORE LEADS. 9

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ENCOURAGE SHARING TO GENERATE MORE LEADS. 9

Use a tracking URL

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ENCOURAGE SHARING TO GENERATE MORE LEADS. 9

Use a tracking URL

Personalize message when possible

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ENCOURAGE SHARING TO GENERATE MORE LEADS. 9

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ENCOURAGE SHARING TO GENERATE MORE LEADS. 9

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ENCOURAGE SHARING TO GENERATE MORE LEADS. 9

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EDIT THE PLAIN TEXT. 10

Page 98: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Do images display correctly?

Is the text legible? Does it zoom properly?

Is the Call-to-Action functional?

Does the logo work on a smaller screen?

OPTIMIZE FOR MOBILE. 11

Page 99: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

RUN A/B TESTS FOR:

•  Subject line optimization

•  Email templates

•  Offers

•  Length

•  Images

•  Copy

•  CTAs

ANALYZE YOUR RESULTS. 12

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ANALYZE YOUR RESULTS. 12

Measure stats such as: •  Delivery rates

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ANALYZE YOUR RESULTS. 12

Measure stats such as: •  Delivery rates

•  Open rates

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ANALYZE YOUR RESULTS. 12

Measure stats such as: •  Delivery rates

•  Open rates

•  Click-through rates

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ANALYZE YOUR RESULTS. 12

Measure stats such as: •  Delivery rates

•  Open rates

•  Click-through rates

•  Contact churn

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Measure stats such as: •  Delivery rates

•  Open rates

•  Click-through rates

•  Contact churn

•  Hard/soft bounces

ANALYZE YOUR RESULTS. 12

Page 105: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Analyze segment behavior: •  URL click popularity

•  Unsubscribes vs, email preference changes

•  Social shares by channel

•  CTA click rate

ANALYZE YOUR RESULTS. 12

Page 106: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

OK, that’s great. But what does a world-class email look like when you’ve put all of it together?

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Example: Product Email

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Example: Product Email Informational, more text is okay. You’re

educating a lead about your product.

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Example: Product Email Informational, more text is okay. You’re

educating a lead about your product.

Image is central part of the email. It links to a

Slideshare about inbound marketing.

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Example: Product Email Informational, more text is okay. You’re

educating a lead about your product.

Image is central part of the email. It links to a

Slideshare about inbound marketing.

Is there someone else at the organization that would be a better fit for this email? Encourage forwarding.

Page 111: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Example: Product Email Informational, more text is okay. You’re

educating a lead about your product.

Image is central part of the email. It links to a

Slideshare about inbound marketing.

Is there someone else at the organization that would be a better fit for this email? Encourage forwarding.

Primary goal of this email is to encourage leads to learn more about the product. CTAs reflect that.

Page 112: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Example: Promotional Email

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Example: Promotional Email Use personalization token such as contact’s first name

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Example: Promotional Email Use personalization token such as contact’s first name

Encourage sharing of download with colleagues/friends

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Example: Promotional Email Use personalization token such as contact’s first name

Encourage sharing of download with colleagues/friends

Provide contact info in signature to facilitate 1:1 conversation

Page 116: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Example: Promotional Email Use personalization token such as contact’s first name

Encourage sharing of download with colleagues/friends

Actionable language + speaking directly to lead (“Your Templates”)

Provide contact info in signature to facilitate 1:1 conversation

Page 117: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Example: Promotional Email

Image sets expectations for what the download looks like and acts as a CTA

Use personalization token such as contact’s first name

Encourage sharing of download with colleagues/friends

Actionable language + speaking directly to lead (“Your Templates”)

Provide contact info in signature to facilitate 1:1 conversation

Page 118: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Example: Promotional Email

Image sets expectations for what the download looks like and acts as a CTA

Use personalization token such as contact’s first name

Encourage sharing of download with colleagues/friends

Actionable language + speaking directly to lead (“Your Templates”)

Social sharing buttons to generate new leads Provide contact info in

signature to facilitate 1:1 conversation

Page 119: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

Example: Nurturing Email

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Plaintext style simulates 1:1 email

Example: Nurturing Email

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Example: Nurturing Email

State reason for sending email

Plaintext style simulates 1:1 email

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Example: Nurturing Email

State reason for sending email

Optimize CTA around main goal: in this case, connecting lead with sales immediately.

Plaintext style simulates 1:1 email

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Example: Nurturing Email

State reason for sending email

Personalize sender. A real person is emailing. Note the position of the sender – gives authority.

Plaintext style simulates 1:1 email

Optimize CTA around main goal: in this case, connecting lead with sales immediately

Page 124: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

KEY TAKEAWAYS AND RESOURCES. 4

Page 125: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

1  To be successful at email marketing, you need to send the right content to the right person at the right time.

2  Email marketing can be used for brand awareness, lead generation, lead to customer conversion, and customer retention.

3  Segmenting your contacts database increases engagement and deliverability and decreases unsubscribe rates.

KEY TAKEAWAYS

Page 126: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

4  You can use segmented lists to trigger nurturing sequences to move leads further down the funnel.

5  Each email should have one specific goal.

6  Personalization increases engagement and conversions.

7  Take the time to optimize emails – detail is key.

**NOTE: If you need to continue numbering on another slide, you can select the “start at” option by clicking on numbering in the toolbar, then selecting “bullets and numbering” at the bottom of the dropdown. From there, “start at” is in the lower righthand corner.

KEY TAKEAWAYS

Page 127: Sending the right email to the right person 2014 - Class #8 HubSpot Inbound Academy Certification

1  The Anatomy of a 5-Star Email [eBook]

2  Optimizing Email Marketing for Conversions [downloadable guide]

3  8 Little Tricks to Make Your Emails More

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