You’re in the middle of creating a marketing plan for your business when your colleague, Kate, goes above and beyond and sends you an automated email campaign with a URL to click.
You’re excited because it’s a new approach and want to try it. But as soon as you start clicking on the URL, you realize that it’s not what you wanted at all. You wanted to make a quick sale, not get sent to a webinar.
So far, so good — you’ve just wasted a couple of useless hours of your time. But wait! There’s more! The campaign continues for another hour and includes a pitch for a different product.
You feel anxious. You’re not sure if you should keep clicking or just go back to what you were doing before.
What if there was a way to prevent this annoyance and waste of time? What if you could set up a Marketing System that automatically sent out a campaign every time a new sales email was opened?
That’s what this article is going to tell you — it’s going to walk you through the steps to create a marketing system that performs exactly as you want it to without any errors. So let’s get to it.
Step 1: Decide What You Want From The System
The first step is to figure out what you want from the system. Do you want something that’s going to save you time and effort? Do you want something that’s going to be easy to use? Do you want a comprehensive solution that includes everything you could need?
The first thing you need to do is to set up a list of the different campaigns or types of email messages you’re going to send out from the system. You can call them emails, but you can also call them campaign messages or something else if that feels more appropriate.
When you have this list of campaigns or types of emails organized, you can start to think about how you’re going to use the system and what you need from it. If you have a sales team, you can consider having a specific email campaign for each member of your team. That way, when someone opens an email from your company, they’ll know exactly what it’s about and what action is required.
The great thing about this step is that you can start to put the final touches to your plan while you figure out what you need from the system. You don’t have to wait until the end to see how everything works. That’s why I like to call this step 1 — you’re still in the early stages and can make changes as you go along.
Step 2: Set Up The Triggers
The next step is to set up the triggers for when each email is going to be sent out. So far, you’ve established what you want from the system, and now it’s time to make sure that you get what you want. To do this, you need to set up three different types of triggers:
1. On-open – when someone opens your email, the system will notice and take action. You can choose to have the email campaign start immediately or wait a little while until the person actually does something.
2. On-click – when someone clicks a link or button in your email, the system will notice and take action. You can choose to have the email campaign start immediately or wait a little while until someone does something.
3. Timer – some people might want to have an email sent out at a certain time of day, or on a certain day of the week. You can do this by setting a recurring timer for each email.
The important thing to keep in mind is that you should only set up a timer for certain campaigns. You wouldn’t want to set a timer for a sales email and have it send out an informational email a couple of days later, because then you’re losing the ability to track how effective that particular campaign was. Timers are very useful for creating specific routines for your marketing campaigns.
Step 3: Design The Email
Now that you have your triggers set up, it’s time to design your email. This is where you can get really creative and make the email look exactly like you want it to. You can use one of the many email designing tools out there, or you can use something simpler and just as effective — a good old fashioned word processor.
When you send out your email, you need to ensure that the email looks just right. This means that you should have an aesthetically pleasing design and that the copy should be easy to read. You can also use different fonts and colors to make it more visually appealing. You might also want to add a graphic or logo at the top if you’re using a marketing template. This will make it more memorable.
Step 4: Test The Email
Once you’ve designed your email, it’s time to test it. Simply put, you want to see how it looks on a computer screen, not a paper piece. To do this, you need to forward the email to yourself, or to a group of people that you trust. Once they’ve got it in their inbox, they can give you some feedback about the content and how it looks. If there’s something specific that you want to change, you can make the necessary edits and send it back out for review.
This step is very important because it gives you the opportunity to see how the email will look when it’s opened by a real person. Most people don’t bother to look at how an email looks when it’s just on a piece of paper, so this is your chance to see how it really looks on a screen. Remember, you’re designing this email for humans, so you need to make sure that the font is large enough and the colors are vibrant. Also, depending on how busy your mailboxes are, you may want to consider having your email come with a hyperlink to a signup page or some other type of call-to-action.
Step 5: Create The List Of Emails To Send
Once you’ve tested your first email and confirmed that it looks good, it’s time to create the list of emails to send. You can either do this manually or you can use a marketing tool to create a list of all the emails you want to send out based on certain criteria. For example, if you want to send out an email to everyone on your email list who hasn’t opened any of your previous emails, you can use a tool to identify this group and then create a new email with just the right subject line and content.
You should also look into getting a tool that can help you find senders of similar emails and can alert you when someone on your list opens an email from you. This way, you can have another email ready to go when this happens.
Step 6: Configure Your Template
The last step is to configure your template. This is a step that’s very useful if you’re preparing multiple emails, as it keeps all of your content in one place. You can use a marketing tool to do this or you can do it manually the old fashioned way — it’s up to you. Simply put, you want to make sure that the emails look the same whenever you send them out. This way, people won’t have any doubts about whether or not they’re answering the right email.
When you’ve configured your template, it’s time to test it again. This step is very important because you don’t want to send out an email and have it look slightly different every time you do it. Even if the content is the same, if the fonts are different or the colors are not what you want, it will throw off your reader.
Once you’ve confirmed that the test email looks good, it’s time to go through and set the template options. Depending on how many emails you want to send out each week, you may want to have certain options available for the frequency of the emails.
Here’s a breakdown of what you need to know about the Referral Marketing System:
Why Should You Try This System?
I want to start by saying that I’m not trying to pitch you on this option or the one next to it — I’m simply sharing my own journey so you know what works for me and doesn’t work for me.