Unit 411 – Email Marketing
Aim of this unit
With this unit, learners will evaluate email as a marketing tool. Learners will develop an understanding of the best industry practices required and be able to explain and demonstrate a range of organisational, marketing and technical concepts and factors.
Learners will be expected to be able to employ industry best practices to analyse information to develop a brief and establish customer profiles for a campaign, design a message, whilst considering technical and legal issues, manage a mailing list and run a campaign. They will also be able to evaluate campaign success and their own performance.
Section One
- Understand the requirements for email marketing campaigns
E-mail marketing is a great way to connect with customers and keep them updated on your latest products or services. But before you can start e-mailing your customers, you need to make sure you understand the requirements for e-mail marketing.
The CAN-SPAM Act of 2003 sets the rules for commercial e-mails, including requirements for unsubscribing from lists, providing an opt-out mechanism, and including a valid physical postal address. Failing to comply with these rules can result in significant fines.
In addition to complying with the CAN-SPAM Act, there are other best practices you should follow when sending e-mails to customers such as GDPR – General Data Protection Regulations which protect the readers’ data in the way it is used and stored.
Make sure your subject lines are catchy but not misleading, avoid spammy language, and design your emails so they look good on any device. And most importantly, always test your e-mails before sending them to ensure that they look and function correctly.
Following these guidelines will help you avoid any legal issues and ensure that your e-mail marketing campaigns are successful.
1.1 Explain the requirements for different stages in e-mail marketing campaigns
There are three general stages in an e-mail marketing campaign; planning, sending and analyzing. Each stage has its own specific requirements.
Planning stage
In the planning stage, you need to come up with a strategy for your campaign. This means figuring out who your target audience is, what you want to achieve with the campaign, and what kind of content you will be sending.
Setting these objectives ensures you have something to aim or aspire towards which will allow you to measure the campaign over time to see where improvements can be made.
Sending stage
In the sending stage, it’s important to make sure that your content is well-written and formatted correctly so that it looks good when it arrives in people’s inboxes. Sending the right message to the right audience is essential in establishing a degree of engagement and building your community online.
Design is also important in creating the best user experience possible. It should reflect your brand and its tone of voice to ensure readers can easily identify with your brand and be aligned with their wants and needs.
Part of the sending stage requires an element of testing to ensure the email is delivered correctly, Both in terms of reaching the recipient’s inbox and in the way it is displayed. Using the email service provider’s tools to check that emails can be delivered correctly and appear as they were intended is essential.
You also need to make sure that you are using an email service provider that will allow you to track how many people open your emails and click on your links.
Analyzing stage
In the analyzing stage, you need to review how the campaign went and determine what worked and what didn’t. This information can help you fine-tune your strategy for future campaigns. Using metrics and analytics along with reports allows you a better insight into how your campaigns are working in order to make informed decisions going forward.
Overall, e-mail marketing campaigns require a lot of planning and attention to detail. However, if done correctly, they can be an effective way to reach your target audience and achieve your desired results.
Some of the fundamental areas to be aware of include:
Budget – how much are you willing to spend on your campaign? When it comes to your e-mail marketing campaign budget, you’ll need to consider two main factors: how many emails you’ll be sending and what kind of email service provider you’ll be using.
Target audience – who do you want to reach with your campaign?
Goals – what do you hope to achieve with your campaign? Who will it reach and will it meet their wants and needs?
Content – what kind of content will you be sending in your emails? Does it allow for images, links and video to be easily incorporated?
Email service provider – who will you be using to send your emails? Are they reliable? Do they have a great reputation?
Analytics – how will you track the results of your campaign? Does the software provide adequate insight and understanding of what is going on?
Time frame – when do you want to launch your campaign and how long do you want it to run for?
Staffing – who will be responsible for creating and managing the campaign?
Expertise (in-house and outsourced) – do you have the necessary skills and knowledge to carry out the campaign? If not, you may need to outsource some or all of the work.
Software – what kind of software will you need to create and manage your campaign?
E-mail marketing campaigns can be complex, but if you have a clear understanding of the requirements and expectations for each stage, you can set your campaign up for success.

1.2 Explain how to profile the target audience for email marketing campaigns
Email marketing campaigns are most effective when they are tailored to the specific interests and needs of the target audience. In order to create an effective email marketing campaign, you first need to profile your target audience.
This involves understanding who your target audience is, what their interests and needs are, and what type of content they are most likely to respond to. Once you have a clear picture of your target audience, you can then begin creating content that is specifically tailored to them.
When profiling your target audience, it is important to consider a variety of factors such as age, gender, location, and interests. This will help you to create content that is relevant and interesting to them.
Additionally, you should also consider the type of device they are using to view your emails. This is important because it will determine how your email appears on their screen. For example, if you are targeting mobile users, you will need to ensure that your email is optimised for smaller screens.
Once you have considered all of these factors, you can then begin creating content for your email marketing campaign. Remember to keep your target audience in mind when creating this content and make sure that it is relevant and interesting to them. If you do this, you will be well on your way to creating an email marketing campaign that is successful.
There are a variety of different criteria that can be used when segmenting leads for e-mail marketing. The most important thing is to choose criteria that will allow you to send messages that are relevant to each group. Some common factors that are used include:
–Job position: Different job positions will have different needs and interests. For example, a human resources manager will be interested in information about employee retention, while a marketing manager will be more interested in leads and sales numbers.
–Gender: Men and women often have different interests. While some products or services may appeal to both genders, others may only be of interest to one or the other.
–Age: Age can be a determining factor in what type of content is relevant. For example, someone who is in their 20s may be interested in different products than someone who is in their 50s.
–Previous buying habits: Knowing what someone has purchased in the past can help you to determine what they might be interested in buying in the future.
–Lifetime value: Customers who have a high lifetime value are usually more interested in long-term features and benefits than those who have a low lifetime value.
–Location: Different locations will have different needs. For example, someone in a rural area may be interested in different products than someone who lives in a city.
1.3 Explain ways of generating leads for email marketing
Generating leads for e-mail marketing can be a challenge, but there are a number of ways to do it.
One way is to research potential customers online and purchase lists from reputable companies. You can also identify leads within your existing database or record information about potential customers gathered through other marketing efforts. Finally, you can use social media to generate leads for your e-mail marketing campaign.
When generating leads for an e-mail marketing campaign, it is important to make sure that the leads are qualified. This means that they should be interested in the products or services that you are offering and should be a good fit for your target market. You can generate qualified leads by ensuring that your e-mail list is targeted and by providing quality content that will interest your target market.
It is also important to consider the timing of your e-mail marketing campaign when generating leads. You will want to make sure that you send your e-mails at a time when your target market is most likely to be checking their e-mail. This could be early in the morning, during their lunch break, or in the evening.
Sending your e-mails at times when your target market is less likely to check their e-mail will decrease the chances of your e-mails being read and could lead to more leads being unsubscribed from your list.

1.4 Evaluate an email marketing campaign against legal requirements
There are several elements that need to be considered when sending emails, especially the legal requirements. Some of the essential elements are listed below:
The use and storage of personal information
Personal information must be collected and used in accordance with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA). This means that you must have the consent of the individual to collect, use or disclose their personal information, and you must take steps to protect it from unauthorized access or use.
Confidentiality
E-mail marketing communications must be kept confidential. They should not be shared with anyone outside of the organization without the express consent of the individual.
SPAM
E-mail marketing communications must comply with anti-SPAM legislation, which prohibits sending commercial electronic messages without the recipient’s consent. This legislation also requires that e-mail messages include an unsubscribe mechanism so that recipients can easily opt-out of receiving future messages.
Unsubscribe
Since the introduction of GDPR regulations in May 2018, it is mandatory to allow users to unsubscribe easily from their email correspondence. This provides both clarity and transparency in the way you operate in order to build trust within your brand.
Cross-border issues
E-mail marketing communications may need to comply with other countries’ laws governing the sending of commercial electronic messages. For example, if you are targeting customers in the United States, your messages may need to comply with the CAN-SPAM Act.
Breach of privacy
If there is a breach of privacy in an e-mail marketing campaign, the organization may be held liable. This could include if personal information is collected without consent, if messages are sent to people who have opted out, or if messages are sent without an unsubscribe mechanism.
Organizations should have policies and procedures in place to ensure that their e-mail marketing campaigns comply with the law. They should also train their employees on these requirements and monitor their compliance.

Section Two
2. Understand design criteria for email marketing campaigns
Design is about more than just looks. It’s also about functionality and usability. In order to create an effective design, you need to focus on the user experience as well as the aesthetics.
Layout – Designers often struggle with the task of layout, as they must consider how to best present their content in a way that is both visually appealing and easy to understand. There are a few key things to keep in mind when creating a layout:
Use whitespace effectively. Don’t overcrowd your design; allow for some breathing room between elements. This will make it easier for the viewer to take in all of the information at once.
Think about hierarchy. Place important items higher up on the page, and use size and colour to draw attention to them. This will help the viewer know what is most important right away.
Use contrast wisely. If everything in your design looks the same, it will be difficult for the eye to distinguish one element from another. Use different colours, shapes, and sizes to create contrast and visual interest.
Be consistent. Your design should have a cohesive feel to it; all of the elements should work together to create a unified whole. This means using similar colours, fonts, and layouts throughout the design.
Keep it simple. Don’t try to pack too much into one design; less is often more when it comes to layout. Use negative space to your advantage, and don’t be afraid to leave some areas of the page empty.
Styling should be simple and consistent, and the structure should be logical. Whether you use templates or customise it needs to reflect your brand and its tone of voice so that readers become familiar to your consistent communication.
A website’s “above the fold” content is the most important content that a user sees when visiting a web page. It’s the first thing that users see, so it’s essential to make sure that this content is high-quality and engaging.
There are several best practices for creating effective above-the-fold content. One of the most important is to make sure that your text is easy to read. Use short paragraphs and clear, concise language. Be sure to use strong headlines and subheads to break up your text and help users scan it quickly.
Another key element of effective above-the-fold content is images and videos. Make sure that your images are high quality and relevant to your topic, and be sure to use videos if they will add value to your site. Remember that users are more likely to engage with visual content than with text-only pages.
Finally, consider using calls to action (CTAs) in your above-the-fold content. CTAs can help encourage users to take the next step, whether it’s signing up for your newsletter, downloading a white paper, or making a purchase. Use strong language and make sure your CTA stands out from the rest of your content.
2.1 Explain possible calls to action of an email message
An email message can contain a number of call to actions, including:
- Links to websites
- Buttons that allow the user to take action, such as clicking to purchase an item or sign up for a service
- Text that encourages the user to take action, such as “click here to learn more” or “buy now”
Your call to action should be clear and concise, and it should be easy for the user to take the desired action. For example, if you want the user to click on a link to your website, the call to action should simply say “click here.” If you want the user to sign up for your email list, the call to action should say something like “sign up now” or “subscribe.”
Make sure that your call to action is relevant to the rest of your email content. For example, if you’re sending a promotional email about a new product, your call to action should be related to that product. If you’re sending a monthly newsletter, your call to action could be to encourage the reader to explore your website or blog.
Finally, don’t forget to test your call to action to see if it’s effective. Try different wording and different locations for your call to action to see what works best.

2.2 Describe best practices in writing copy for email marketing messages
Email marketing is a great way to reach out to customers and promote your products or services. However, in order to be effective, your email marketing messages need to be well-written and engaging.
Here are some tips for writing effective email marketing copy:
1. Write as you would speak. People respond better to emails that sound like they were written by a human being, rather than a corporate robot. So write in a natural, conversational tone.
2. Keep it short and sweet. The average person has a short attention span, so keep your email marketing messages brief and to the point.
3. Use images and videos liberally. Images and videos are more engaging than text-only emails, so use them whenever possible.
4. Make it personal. Address your customers by name, and include information that is specific to them (such as their location or interests).
5. Use strong call-to-action buttons. Your call-to-action buttons should stand out from the rest of the text in your email message, and urge readers to take action immediately (such as clicking through to your website or making a purchase).
6. Test, test, test! Always test different versions of your email marketing messages with different subject lines, images, and call-to-action buttons to see what works best.
E-mail marketing can be a very effective way to reach out to customers and promote your products or services. However, in order to be successful, it is important to follow some best practices.
First, make sure your e-mail messages are well-written and easy to read. Use short paragraphs and clear headings so people can scan them quickly. And always proofread your messages before sending them!
Second, make sure your messages are relevant to your customers. Don’t send them information that isn’t of interest to them, or they’ll quickly lose interest. Instead, focus on the benefits of your product or service and how it can help them improve their lives.
Finally, make sure you send your messages at the right time. Most people check their e-mail first thing in the morning, so try to send your messages then. Or, if you have a special offer that expires soon, send an e-mail reminder just before it ends.
Some of the elements you need to be aware of include:
Content
Creating content is an art form. It takes time, effort, and dedication to create quality content that will resonate with your audience. Here are four tips to help you get started:
Know your audience: Before you can begin creating content, you need to know who your audience is and what they want. Tailor your content to meet the needs of your audience, and make sure it is relevant and interesting to them.
Be original: Don’t copy someone else’s work or ideas – be creative and come up with something new! Originality is key when it comes to standing out from the competition.
Be consistent: Consistency is important when it comes to building trust with your audience. Make sure you are publishing new content on a regular basis, and that all of your content meets the same high standards.
Edit carefully: Once you have created your content, take the time to edit it carefully for grammar mistakes, typos, and inaccuracies. Nothing ruins a good piece of writing like poor editing skills.
Writing
Copywriting – your subject line is the first thing your customers will see, so make sure it catches their attention and makes them want to read the rest of the message. Keep your content concise and easy to understand.
Tone of language – email marketing messages should be upbeat and positive, in order to create a good impression with potential customers. When people receive an email marketing message, the first thing they will notice is the tone of language.
If the message is negative or pessimistic, it will likely put people off and they will not bother reading any further. However, if the message is upbeat and positive, it will create a good impression and people are more likely to read on.
Corporate style – you want to make sure that your content is professional and polished. After all, this is your chance to make a great first impression with potential customers.
There are a few things to keep in mind when creating corporate-style content for your email marketing messages:
- Be concise: Keep your paragraphs short and to the point.
- Use active voice: This will help keep your sentences clear and easy to read.
- Use strong verbs: Avoid weak verbs like “to be” (is, were, am) as much as possible.
- Stick to a neutral tone: Avoid using too much humour or sarcasm in your writing, as it may not be understood by everyone.
- Use proper formatting: Make sure you use correct grammar, punctuation, and spelling.
Organising content – content should be organised in a way that is easy for the reader to understand and navigate.
There are a few different ways to organise your content, but the most common is by topic. This means that each email message will have its own topic, and all of the content within that email will be related to that topic.
Another option is to organise your content by type. This means that each email will have a mix of different types of content, such as articles, images, videos, etc.
Whichever method you choose, make sure that it is easy for your readers to find what they are looking for. Otherwise, they may lose interest and unsubscribe from your list.
Use of headlines – email marketing is a great way to connect with your customers and keep them updated on your latest products and services. But if you want to make the most of this powerful marketing tool, you need to create attention-grabbing headlines that will get your readers’ attention and encourage them to open your email.
Your headline is the first thing your readers will see when they receive your email, so it needs to be catchy and interesting enough to persuade them to open it. It should also accurately reflect the content of the email so that readers know what they’re getting themselves into before they even click on it.
Here are some tips for creating attention-grabbing email headlines:
1. Keep it short and sweet
Your headline should be short, sweet, and to the point. Long, convoluted headlines will only lose your readers’ attention. Keep it under 50 characters so that it can be easily read and understood at a glance.
2. Make it catchy
Your headline should be catchy and interesting enough to make readers want to learn more. Use strong words and active language to grab their attention.
3. Be accurate
Don’t try to trick your readers with a misleading headline. This will only lead to disappointment and could damage your relationship with them. Be accurate and honest in your headlines so that readers know what to expect from your email.
4. Use keywords
Include relevant keywords in your headline so that it can be easily found by search engines. This will help you attract more readers to your email.
5. Test different headlines
Don’t be afraid to experiment with different headlines to see what works best for your audience. Try out different styles and tones until you find the perfect one for your email marketing campaigns.
Proofreading – this is an important step in the email marketing process. By taking the time to proofread your messages, you can ensure that they are error-free and look their best. Here are a few tips for proofreading your email marketing messages:
1. Read through your message several times, focusing on spelling and grammar mistakes.
2. Make sure all links and images are working properly.
3. Check the formatting of your message, and make sure it looks the way you want it to look.
4. Proofread the subject line and preview the text of your message to make sure they are accurate and enticing.
5. Ask someone else to proofread your message for you, to catch any mistakes you may have missed.
Sign-off – email marketing messages need a sign-off to appear professional and respectful.
When you’re sending an email message to promote your business, it’s important to remember that a recipient is a person, not just another contact on your list. So it’s important to show them the respect they deserve by using a polite sign-off.
A good sign-off for an email marketing message can be as simple as “Thank you for your time,” or “I hope you have a great day.” It doesn’t need to be long or elaborate, but using a sign-off will make your message seem more professional and courteous.
If you’re not sure what sign-off to use, take a cue from the tone of your email message. If it’s friendly and informal, a simple “Thanks” or “Cheers” will do. But if it’s more formal or business-like, you might want to use something like “Sincerely” or “Regards.”
Whatever sign-off you choose, make sure it’s something you’re comfortable with, and that it fits the overall tone of your email. Using a sign-off is just one more way to show your recipients that you respect them and value their time.

2.3 Describe best practices in the technical design of email marketing messages
Email marketing is a great way to reach out to customers and keep them updated on new products, services, or special offers. But if you want your email messages to be effective, you need to make sure they are designed correctly. Here are some tips for creating effective email marketing messages:
Design elements
Design is about more than just looks. It’s also about functionality and usability. In order to create an effective design, you need to focus on the user experience as well as the aesthetics.
Layout – Designers often struggle with the task of layout, as they must consider how to best present their content in a way that is both visually appealing and easy to understand. There are a few key things to keep in mind when creating a layout:
Use whitespace effectively. Don’t overcrowd your design; allow for some breathing room between elements. This will make it easier for the viewer to take in all of the information at once.
Think about hierarchy. Place important items higher up on the page, and use size and colour to draw attention to them. This will help the viewer know what is most important right away.
Use contrast wisely. If everything in your design looks the same, it will be difficult for the eye to distinguish one element from another. Use different colours, shapes, and sizes to create contrast and visual interest.
Be consistent. Your design should have a cohesive feel to it; all of the elements should work together to create a unified whole. This means using similar colours, fonts, and layouts throughout the design.
Keep it simple. Don’t try to pack too much into one design; less is often more when it comes to layout. Use negative space to your advantage, and don’t be afraid to leave some areas of the page empty.
Styling should be simple and consistent, and the structure should be logical. Whether you use templates or customise it needs to reflect your brand and its tone of voice so that readers become familiar to your consistent communication.
Content elements
When creating any type of content, it’s important to follow best practices in order to ensure that it will be effective. This includes using images, links and calls to action in the right way.
Images can be a great way to engage your audience and help them understand your content. However, you need to make sure that they are high quality and relevant to your topic. You also want to make sure that they are sized correctly for different devices so that they look good no matter where people view them.
Links are another important part of content creation. When used correctly, they can help people learn more about your topic or take further action on your site. It’s important to choose links that are relevant and interesting to your audience, and that opens a new window so people don’t lose their place on your page.
Calls to action are a key part of any marketing strategy and should be included in all of your content as well. They allow you to prompt people into taking the next step towards buying from you or subscribing to your newsletter. Calls to action should be clear and concise, and easy for people to find visually on the page.
2.4 Evaluate email marketing platforms
Email marketing platforms are a great way to connect with customers and keep them updated on your latest products or services. However, not all email marketing platforms are created equal. Some are better than others at helping you track the success of your campaigns, while others offer more features and flexibility.
Before choosing an email marketing platform, it’s important to evaluate your needs and compare different platforms to find the one that best suits your business. Look for a platform that offers reliable tracking and reporting tools so you can see how well your campaigns are performing, as well as features that will help you create attractive and effective emails.
Once you’ve found a platform you’re happy with, be sure to take the time to learn how to use it effectively. Experiment with different techniques and find what works best for your business. With a little effort, email marketing can be a powerful tool for growing your business.
Below we look at some of the most popular email marketing platforms:
MailChimp
MailChimp is an email marketing platform that helps businesses to create, send, and track emails. It offers a wide range of features, including customizable templates, automated messages, A/B testing, and detailed reports.
MailChimp is one of the most popular email marketing platforms on the market. It’s easy to use and offers a wide range of features that make it perfect for businesses of all sizes. MailChimp also has excellent customer service, so you can always get help if you need it.
If you’re looking for an email marketing platform, MailChimp is a great option. It’s easy to use, has a wide range of features, and offers excellent customer service.
ActiveCampaign
ActiveCampaign is an email marketing platform that lets you create and send newsletters, promotional emails, and other automated messages. It also includes a variety of features for assessing the success of your campaigns and improving their performance.
The platform offers a wide range of templates to get you started, as well as customizable options for more advanced users. You can also segment your lists to target specific groups of subscribers, and track the success of your campaigns with detailed reports.
MailerLite
MailerLite is an email marketing platform that lets you create, send, and track email campaigns. It’s easy to use, with a simple drag-and-drop interface, and it offers a wide range of features, including autoresponders, A/B testing, and detailed reports. You can also integrate MailerLite with other platforms such as WordPress and Shopify.
HubSpot
HubSpot is an email marketing platform that allows you to create and send newsletters, promotions, and other types of email content. It also provides analytics on how your emails are performing.
HubSpot offers a free trial so you can try it out before you buy it. The platform is easy to use, and there are many templates available to help you get started. You can also create custom HTML emails if you want more flexibility.
HubSpot also provides detailed analytics on how your emails are performing. You can see who opened them, who clicked through to your website, and how much revenue they generated. This information can help you optimize your content and improve your results.
Overall, HubSpot is a great option for businesses that want to create and send newsletters, promotions, and other types of email content. The platform is easy to use, and the analytics are helpful in optimizing your content. If you’re looking for an email marketing platform, HubSpot is a good choice.
Moosend
Moosend is an email marketing platform that helps businesses to create, send and track their email campaigns. It offers a wide range of features, including customizable templates, detailed analytics and A/B testing.
The platform has been praised for its ease of use and the wealth of features it offers. It also integrates with a number of third-party platforms, making it easy to add sign-up forms to your website or blog.
Moosend is a well-established platform with a large user base. It is used by businesses of all sizes, from small start-ups to Fortune 500 companies.
SendinBlue
When it comes to email marketing platforms, Sendinblue is a great option for businesses of all sizes. It offers a user-friendly interface that makes it easy to create beautiful, attention-grabbing emails. Sendinblue also integrates with many other platforms, making it easy to connect with customers across all channels.
In addition, Sendinblue offers valuable features like automated email campaigns and detailed analytics. Overall, Sendinblue is a great choice for businesses that want to reach their target audience and drive conversions.
2.5 Explain the causes of technical obstacles encountered in email marketing
E-mail marketing can be an extremely effective way to reach customers and promote your product or service. However, there are a number of technical obstacles that can prevent your e-mails from being delivered or read by recipients.
Incorrect or outdated e-mail list – if you are using an old or outdated e-mail list, there is a good chance that some of the e-mail addresses on your list are no longer active. This can result in your e-mails being automatically bounced back as undeliverable.
E-mail deliverability – this refers to the ability of your e-mails to actually reach the inboxes of your recipients. Many factors can affect e-mail deliverability, including spam filters, blacklists, and whitelists. If your e-mails are not being delivered, it is important to check with your e-mail service provider to find out why.
Emails are being blocked by firewalls or network issues – this can happen on both your side and that of your email recipient. If the email is not appearing in the inbox, it may be going to a spam or junk mail folder. Many email providers have filtering options that allow you to control where your emails go.
Bad design – if your e-mails are not visually appealing or easy to read, recipients are likely to delete them without even opening them. Make sure that your e-mails are designed in a way that will encourage recipients to actually read them.
Readability – this can include missing images, broken layout and poor rendering which can all deliver a poor user experience which will cause a reader to click away or worse still unsubscribe.
Attachments within an email – these can be flagged by the email service provider as suspicious and quarantined as they may be deemed spammy. This may prevent it from getting through or even being placed in the spam folder automatically. Be careful what you attach and avoid large files too.
Limitations of tracking methods – this can make it difficult to measure the success of an email campaign. If clicks and open rates are low it may not be the fault of the email but rather how it was received. Check things like subject lines, sender name, time sent and devices used before making changes to your strategy.
By understanding and troubleshooting these technical obstacles, you can ensure that your e-mail marketing campaigns are successful.
2.6 Explain the data required from technology to measure success
Email marketing is a form of direct marketing which uses electronic mail as a means of communicating commercial or fundraising messages to an audience. Email marketing can be done as a standalone campaign, or it can be integrated into a larger marketing strategy. According to the Direct Marketing Association, email marketing has a median return on investment of 122%, making it one of the most effective forms of digital marketing.
In order to measure the success of your email marketing campaigns, you need to track four key metrics: opens, clicks, conversions, and revenue.
- Opens are tracked by counting how many times your email is opened.
- Clicks are tracked by counting how many times links in your email are clicked.
- Conversions are tracked by counting how many people take action after clicking a link in your email (e.g., make a purchase, sign up for a subscription, etc.).
- Revenue is tracked by measuring the total sales generated as a result of your email campaign.
Technology has created a number of different types of data that can be used to measure success. The most common type of data is sales data, which measures how much product or service has been sold. Other types of data include customer satisfaction surveys, website analytics, and social media metrics. Each type of data provides a different perspective on how successful a business is.
Sales data is the most common type of data used to measure success. This data measures how much product or service has been sold. Sales data can be used to track the performance of a business over time or to compare the performance of different businesses.
Customer satisfaction surveys provide another perspective on success. These surveys ask customers how satisfied they are with a product or service. Satisfied customers are more likely to continue using a product or service, and to recommend it to others.
Website analytics measure how people interact with a website. This data can be used to improve the website, and to better understand the needs of website visitors.
Social media metrics measure the engagement of users with a brand on social media. This data can be used to improve the visibility of a brand, and to understand how customers feel about a brand.
Reports provide a high-level overview of key performance indicators (KPIs), tracking helps businesses identify trends over time, analysis can help tease out specific causes of change, statistics provide definitive numbers, and metrics give a comparative view of how well one business is doing compared to another.
Technology provides a wealth of data that businesses can use to measure success. Here are some of the different types of data that are available:
- Reports: High-level overviews of key performance indicators (KPIs)
- Tracking: Identification of trends over time
- Analysis: Teasing out specific causes of change
- Statistics: Definitive numbers surrounding undelivered, bounce back, out of office, unsubscribe,
opened, click-through recipients - Metrics: Comparative view of how well one business is doing compared to another

Section Three
3. Be able to run e-mail marketing campaigns
Running an e-mail marketing campaign is a great way to promote your business and products. However, there are a few things you need to keep in mind in order to make sure your campaign is successful.
First, you need to come up with a plan for your campaign. Decide who your target audience is, what you want them to do, and what type of content you will be sending them. Once you have this figured out, create a schedule for your campaign and make sure all of your content is ready to go before you start sending it out.
2. Keep track of how people interact with your campaigns
Another important thing to keep track of when running an e-mail marketing campaign is how people are interacting with it. This includes tracking things like open rates and click-through rates. By doing this, you can figure out which types of content are most popular with your audience and adjust your campaigns accordingly.
3. Make sure your content is mobile-friendly
Another important consideration when running an e-mail marketing campaign is making sure your content is mobile-friendly. With more and more people accessing their email on their smartphones, it’s important to make sure your content looks good on a smaller screen. This means using shorter sentences, and larger fonts, and avoiding long blocks of text.
4. Test your campaigns before you send them out
Before you send out your e-mail marketing campaign to your entire list, it’s important to test it first. Send the campaign to a small group of people and see how they react to it. This will give you an idea of any problems with the campaign that you need to fix before sending it to everyone.
5. Analyze your results and make adjustments
After you’ve sent out your e-mail marketing campaign, take some time to analyze the results. See how many people opened it, how many clicked through to your website, and what kind of feedback you received. Based on this, you can make adjustments to future campaigns.
By following these tips, you can ensure that your e-mail marketing campaign is successful.
3.1 Establish a customer profile for an email marketing campaign
In order to create an effective email marketing campaign, it is important to first understand your target audience. Who are they? What do they want? What are their interests? What type of content will resonate with them?
Once you have a clear understanding of your target audience, you can then begin to craft specific content that speaks to their needs and interests. You can also start to develop a tone and voice that feels authentic and resonates with them.
If you take the time to understand your customers, you will be in a much better position to create successful email marketing campaigns that achieve your desired results.
Businesses may have multiple customer profiles — particularly if they have multiple service offerings or product lines, and therefore have different types of customers purchasing each — all of which should include:
- Customer data like age range, gender, location, and household income
- Client psychographics such as interests and hobbies
- Goals and motivations of your customer base
- Any challenges or pain points your current customers face relevant to your product or service
Using the template below as an example you can construct a range of customer profiles to suit your targeted marketing messages through your future email campaigns.

3.2 Create a brief for an email marketing campaign
To be successful, however, you need to create a campaign that is tailored to your specific audience and objectives. You also need to set realistic success criteria and budget constraints.
Here is a brief overview of how to create an email marketing campaign that will deliver results:
1. Define your target customer profile. Who are you trying to reach with your email marketing campaign? What are their needs and wants? What are their buying habits? Knowing your target customer will help you create content that is relevant and engaging.
2. Set your campaign objectives. What do you hope to achieve with your email marketing campaign? Do you want to increase sales, grow your customer base, or simply keep your customers updated on your latest products and services? Be sure to set measurable goals so that you can track your success.
3. Determine your success criteria. How will you know if your email marketing campaign is successful? Will you measure it by the number of sales, the number of new customers, or something else? Be sure to set realistic benchmarks so that you can gauge your progress.
4. Set a budget. Email marketing can be very cost-effective, but it is important to set a budget so that you do not overspend. Determine how much you are willing to spend on your email marketing campaign, and then stick to it.
5. Create compelling content. Your email marketing campaign will only be successful if you create content that is interesting and engaging. Be sure to include a call to action so that your readers know what you want them to do.
6. Test, test, test. Before you launch your email marketing campaign, be sure to test it extensively. Send test emails to a few friends or family members to see how they react. Make sure that all of the links in your email are working properly. And, most importantly, make sure that your email looks great on all types of devices (laptops, smartphones, tablets, etc.).
7. Launch your campaign. Once you have tested your email marketing campaign and made sure that it is ready to go, it is time to launch it. Send out your emails at a time when you know that your target customer will be checking their inbox. And, be sure to track your results so that you can continue to improve your campaign over time.
3.3 Create a mailing ist for a customer profile
A mailing list is a great way to keep in touch with your customers and let them know about new products, sales, or events. It’s also a great way to gather feedback from customers and learn more about what they want and need.
There are a few things you’ll need to consider before creating your mailing list:
- What type of information do you want to send?
- How often will you send messages?
- Who will be responsible for creating and sending the messages?
- How will you collect customer contact information?
Once you have answered these questions, you can begin creating your mailing list.
There are a few different ways to collect customer contact information. One way is to include a sign-up form on your website. This can be a simple form that asks for an email address, or you can ask for more information such as name, address, and phone number.
Another way to collect customer contact information is to offer a freebie in exchange for an email address. This could be a discount code, an ebook, or a free shipping coupon.
Once you have collected customer contact information, you’ll need to decide how often you want to send messages. This will depend on the type of information you want to share and how often your customers would like to receive updates.
Finally, you’ll need to decide who will be responsible for creating and sending the messages. This could be a team member, an outside contractor, or a service such as MailChimp or Constant Contact.
3.4 Apply criteria from a brief to create a marketing e-mail message
In order to create an effective marketing e-mail message, you must first understand the purpose of the message. Some of the elements to be aware of are listed below:
- The main goal of a marketing e-mail is to generate leads by persuading potential customers to visit your website or contact you for more information.
- Your e-mail should be well-written and eye-catching in order to stand out from the crowd.
- Include a strong call to action and make sure your website address is easy to find.
- Consider the design layout, style, and prepare images, and add links to ensure the email has a journey for the recipient to follow.
- Your e-mail should also be mobile-friendly, as more and more people are reading their e-mails on their phones.
- Make sure the font is large enough to be easily readable, and that the buttons are big enough to be clicked on without difficulty.

3.5 Test marketing e-mail
Before you hit the send button on your next marketing email, make sure to test it first. Sending out an email that looks great on your computer screen but is a mess when viewed on a mobile device can be frustrating for recipients and could even damage your reputation. Here are some tips for testing your email before you send it:
- Make sure to test how your email will look on different devices, web browsers, and operating systems.
- Check for broken links and incorrect formatting.
- Ensure that all images and videos are properly formatted and visible.
- Test the call-to-action buttons to make sure they work correctly.
- Send a test email to yourself or a small group of friends before sending it to a larger list. This will help you catch any potential problems before they become major headaches.
There are a few technical issues that can arise when sending marketing emails. One is deliverability, which refers to how likely your email is to end up in someone’s inbox. To improve deliverability, make sure to use a reputable email service provider and follow all of their guidelines.
Another issue is spam filters, which can block your email from being delivered to a recipient’s inbox. To avoid this, use clear and concise subject lines and avoid using too many images or links.
How often should you be testing your marketing emails?
It is often said that you should test your marketing emails multiple times before sending them out to ensure that they are effective. However, there is no definitive answer to this question. In fact, the amount of testing you should do may vary depending on a number of factors, such as how familiar you are with your target audience and what type of email campaign you are running.
That said, it is generally advisable to test at least some elements of your email campaign before sending it out. This could involve testing different subject lines, trying out different types of content or A/B testing different versions of your email. By doing this, you can ensure that your email campaign is as effective as possible and stands a better chance of achieving your desired results.
By following these tips, you can make sure that your next marketing email is a success.
3.6 Evaluate the success of an e-mail marketing campaign against aims and objectives from a brief
After you’ve sent out your email, it’s also important to track its performance. Check how many people opened your email and whether they clicked on any links. If you see a high number of unsubscribes or a low open rate, that could be an indication that your email wasn’t well-received or that it contained errors. By tracking your email’s performance, you can make sure that your next marketing campaign is even more successful.
E-mail marketing is a great way to keep in touch with customers and promote new products or services. However, it’s important to evaluate the success of your campaigns against specific aims and objectives in order to make informed decisions about future campaigns. This can be done by using metrics and analytics to track the results of your campaign and generate reports which can be communicated to stakeholders and the team. This will help you plan future actions and ensure that your campaigns are successful.
There are a number of different metrics which can be used to evaluate the success of an e-mail marketing campaign. Some of the most important ones include:
Open rate: This is the percentage of people who open the e-mail. A high open rate indicates that people are interested in the content of the e-mail.
Click-through rate: This is the percentage of people who click on links in the e-mail. A high click-through rate indicates that people are interested in the products or services being promoted.
Conversion rate: This is the percentage of people who take the desired action after clicking on a link in the e-mail. A high conversion rate indicates that people are interested in the products or services being promoted and are more likely to buy them.
Bounce rate: This is the percentage of people who do not receive the e-mail due to an error (e.g. the e-mail address is invalid). A high bounce rate indicates that there are errors in the e-mail list which need to be corrected.

3.7 Evaluate own performance in running an email marketing campaigns
Running an email marketing campaign is a complex process that involves many different steps. It is important to evaluate your own performance in order to ensure that the campaign is running as smoothly as possible. There are several factors you should consider when evaluating your performance, including the following:
-The number of subscribers who have opened your emails
-The number of subscribers who have clicked on links in your emails
-The amount of revenue generated by the campaign
-The amount of traffic generated by the campaign
-The number of subscribers who have unsubscribed from the campaign
You should also consider how well you have executed each step of the campaign. For example, if you have a high open-rate but a low click-through rate, you may need to improve the quality of your content. Alternatively, if you have a low unsubscribe rate but a high click-through rate, you may be doing a good job of engaging your subscribers.
It is also important to evaluate the overall results of the campaign. Did you reach your goals? Were there any unexpected outcomes? If so, what can you learn from them?
By evaluating your performance in running an email marketing campaign, you can identify areas that need improvement and make necessary changes. Doing so will help you to run more successful campaigns in the future.
3.8 Recommend actions for improvement to own performance and an email campaign
In order to improve both your performance and that of the email campaigns you send, you need to have the mindset to be prepared to change elements to see what works or doesn’t so that you can make the necessary improvements that will build an engaged audience over time.
These four tips will help you improve your email campaigns and get better results. Implement them today and see the difference they make.
1. Use a professional email service provider: This will ensure that your emails are delivered on time and to the right people. It will also help you track your results and monitor your campaign’s performance.
2. Create an attractive and eye-catching template: A good template will make your emails more visually appealing and easier to read. It will also help you stand out from the competition.
3. Personalize your messages whenever possible: personalization can make a big difference in how your recipients react to your emails. It shows that you care about them and are willing to take the time to write a message that is relevant to them.
4. Test different subject lines and content: Testing is essential to determine what works best for your audience. Try different combinations of subject lines and content to see what gets the best response.