Email Marketing 101: The Complete Beginner’s Guide

The Beginners Guide To Email Marketing

Email marketing is one of the best ways to grow your business.

You can sell while you sleep and see a potential ROI in the region of4,200%.

Sounds good, right?!

But how do you get started with email marketing?

In this beginner’s guide – email marketing 101 – I’ll show you how to set up your email marketing system and deliver your first email marketing campaign.

Let’s get started:

Chapter 1 – Setting up your email marketing system

With blogging, content marketing, social media marketing and email marketing, how do you know what to focus on?

If you want an easy way to grow your business, then email marketing is your ticket.

Having anemail listenables you to direct the conversation about your business to a more personal level – the visitor’s in-box.

And savvy marketers know that when people sign up to their list, it’s the best method of moving them frominterestedtodefinitelyin the conversion conversation.

But, there’s more to why you should focus on email marketing other than just because it’s relatively straightforward and highly optimized for conversions.

People enjoy getting emails

While many people are annoyed by a full inbox of marketing messages, the majority of people – up to 95% of them – consider emails from brands to be useful according to a Salesforce study.

Generally, people sign up to a list because they want to stay informed about your business. Whether you have a seasonal discount for your products or are hosting a giveaway, subscribers want to stay in the loop.

Other people sign up to a list to learn tips or hacks from a business. For example, internet entrepreneur and owner of theTraffic Generation Café, Anna Hoffman, regularly sends traffic building tips to her subscribers.

Anna Hoffman

It’s the best way to build relationships with your buyer persona

People don’t buy from strangers. We’re often skeptical and need proof before we consider buying. Email allows you to warm up your leads, and that canincrease sales by 20%over trying to sell to cold leads.

Email gives you the platform to:

  • Nurture leads over time
  • Connect with prospects on a more personal level
  • Showcase your expertise and credibility by providing value with your newsletters

Higher engagement means higher conversions. So, when you take the time to personalize your emails and build a strong relationship with your subscribers, you’ll have a better chance at conversions, giving a boost to your bottom line.

Email completes your content marketing strategy

Every online business should have a solid content marketing plan. This typically is the first step in the customer acquisition process.

Visitors read or access your content, and from there choose to see what you have to offer before they decide – or not decide – to buy from you.

Email integrates nicely with other marketing strategies. You can use email to notify your subscribers of your latest blog post,webinars,giveawayor promotional deal.

As you can see, there are a lot of benefits to having an email marketing strategy. But, if you don’t have one yet, how do you start?

Choosing an email provider

One of the first things to consider is what email provider to choose. Each provider offers similar features, but not all of them will be tailored to your specific needs.

Let’s look over the most popular email marketing platforms.



ConvertKitis a newer email service provider that’s geared towards professional bloggers and entrepreneurs.

They make multiple lead magnets and content upgrades easy to set up and deliver – and they make it easy to put variousemail capture formson your site.

A somewhat unique feature for an email service provider is that ConvertKit gives you a selection of landing page templates to choose from, making it a quick, easy and all-in-one solution for capturing leads.

With ConvertKit’s user-friendly interface, someone new to email marketing may not find it as difficult to use as other email providers.

However, because of its infancy, advanced power users may find certain areas of ConvertKit limiting – when compared to more featured-filled platforms like ActiveCampaign or Drip.

The company is very responsive to user feedback, though, and the platform is constantly evolving.

Note: check out ourfull ConvertKit review & tutorialto learn more.


Active Campaign

To really make an impact with your email marketing,ActiveCampaigncan help you take your business to the next level in terms of subscriber growth with its advanced marketing automation functionality.

It can support extremely in-depth funnels with its intelligent automation features. There is an easy flowchart-like view to help you structure your automations, and the complexity of your marketing funnels is really only limited by your imagination. It’sthatpowerful.

ActiveCampaign enables you to tag your subscribers, and also segment them into different lists and groups. Unlike some tools, you only pay for each subscriber one time, no matter how many tags they have or lists they are on. Among other features, you can A/B split test your emails to optimize conversions.

然而,如果你新的电子邮件营销automati万博安卓手机客户端下载on, ActiveCampaign has so many features that it can be a bit overwhelming, making the learning curve steeper than some other email service providers.

That said, it’s something to consider if you project high list growth and need powerful automation capabilities.



Dripis considered a lightweight – but still powerful – version of the heftier, more complicated email marketing automation providers out there.

It includes one of the best flowchart-like visual workflow builders that enable you to craft complicated marketing automation campaigns.

You can use “If, else” logic to branch subscribers off in another direction when they take a certain action, or finish an email mini-course. For example, it’s easy to set up a workflow to automatically move a new buyer from a lead-nurturing mini-course to a product-training mini-course.

Drip also includes powerful tagging capabilities and can respond to events such as when a subscriber clicks a link, subscribes to a webinar, signs up for a trial, and more.

It also has email broadcast functionality that can be used to send a one-off targeted email or newsletter to a segment – or your entire list – of subscribers.

You’ll find a variety of standardemail opt-in formsthat can be easily customized without writing code, but a rather unique one is their live-chat inspired widget. You can place them on every page of your site to increase sign up rates.

Drip is on the expensive side when compared to some of their counterparts, but it’s incredibly easy to use, requires little training, and is equipped with strong automation tools to power your funnels.

Find more email marketing tools in Adam’scomparison of popular email marketing providers.

Attracting people to sign up to your list

With that taken care of, the next thing to focus on is getting people to opt in to your list.

Once they land on your site, how do you get them to sign up to your email list?

The first way is with a strong lead magnet and the second way is knowing where to display your sign-up form.

Create a strong lead magnet

Not many people will sign up to your list if all you have is a blurb saying tosign up!

This doesn’t speak to your buyer persona and it won’t entice visitors to want to invest in your brand, since there’s nothing of value to be gained by signing up to your list.

A better way to convert visitors into leads is to provide an incentive or offer upon signing up. This is referred to as a lead magnet.

When you offer a valuable incentive, visitors are more likely sign up. Here’s an example of a lead magnet fromMelyssa Griffin:

Melyssa Griffin

有一个强大的领导磁铁的具体和体育rceived as valuable to your audience can dramatically increase your subscriber rate. Melyssa doesn’t only offer a library of resources, but she also gives you access to a private Facebook group to connect with other like-minded individuals.

Some high-value incentives to offer include:

  • A free e-course
  • Access to a private community
  • A toolkit of digital tools, plugins or themes
  • A library of resources, guides and eBooks
  • Video webinar

Note:Need help creating the perfect lead magnet and setting up the tech side of things?Check out Adam’s definitive guide to lead magnets.

Use a content upgrade

A content upgrade is similar to a lead magnet, except it is highly specific to a particular post and is found within the content of that post.

When a visitor reads your post and then sees an offer related to what they are reading, they are much more likely to sign up to your list. You can have up to 30% opt-in rates when you use content upgrades.

Acontent upgradelooks like this:

Content upgrade

These work so well because the reader is already interested in the topic. If they are reading a post on5 Different Ways to Maximize Your Productivityand then see a content upgrade offering a cheatsheet containing an additional 20 ways to increase your productivity – since they are already interested – the person will be more likely to sign up.

Note:Need more help with content upgrades? Check outmy post on using content upgrades to explode your list, or Colin’s post about thetools & plugins you can use to deliver content upgrades.

Where to place your sign up form

You have your incentive. Now you need to place your sign up form on your site.

But where?

The best high-converting places to add yoursign up formsare:

  • On your home page
  • Top of your sidebar
  • On the bottom of a blog post
  • Your About page
  • As a popover
  • As a slide-in

There’s no rule to how many sign up forms you can have on your site. So, placing your sign up form in these areas, having content upgrades in your post, and using pop-ups and exit intents will make a positive impact on your subscriber rate.

Single or double opt-in?

One final thing to keep in mind when setting up your mailing list is whether it will be single or double opt-in (also called confirmed opt-in).

Do you want your subscriber to confirm or not?

With a single opt-in list, all a subscriber does is fill out your sign up form and clickssubmit. They immediately receive their bonus and are now a subscriber.

With a double opt-in list, a subscriber clickssubmitand then has to wait for an email confirmation. Once they receive that email, they click on the link to confirm subscription – and then they are usually given instructions on how to receive the bonus.

For example, when you sign up to Blogging Wizard, you have to confirm:

Blogging Wizard Confirmation

Once you click the confirmation button, you receive the goodies.

So, which is better?

It’s true that double opt-in decreases your conversion rate – up to a30% less conversion rate. The more obstacles you place in front of a potential lead, the less likely they will follow through.

However, a double opt-in list is more engaged. It typically has a higher CTR and open rate, and can have half as many unsubscribes as a single opt-in list.

So, sending the confirmation email helps increase quality, meaning a higher chance of generating sales over time.

Opinions on single vs. double opt-in vary, but in many cases, a single opt-in list really only has the benefit of a higher conversion rate of people opting into the list. Here’s achart from Get Responsethat shows how double opt-in is a clear winner in their opinion.

Single Double Click

Note:In 2018, a new law known as the GDPR came into play in Europe that affects anyone that sells to EU citizens. GDPR helps customers to have more control over their data. It appears that in double confirmation is an important step towards compliance. If in doubt, consult a lawyer because we are not legal professionals, nor should this constitute legal advice.


For any business online, having a list is integral to their overall success. By building a loyal and engaged following, you can be sure to have high conversions and repeat business.

Starting an email list isn’t hard either. By finding the right email provider and creating a strong lead magnet, the only thing left is optimizing your site for sign ups and deciding whether you want a single or double opt-in.

Once you have your sign up form on your site, the next hurdle is the actual email. What types of emails do you send? What do you say? In chapter two, we will discuss how to create an effective email campaign.

Chapter 2 – Delivering your first email marketing campaign

In Chapter 1 of thisBeginner’s Guide to Email Marketing, we covered how to set up your email campaign. From choosing the best email provider to crafting an irresistible lead magnet to deciding whether to have a single or double opt-in, as a small business owner, this is only the beginning.

现在艰难的部分发挥作用了。你怎么写te an effective email campaign? Should it be automated? And probably the most important part: how do you generate a high open rate or CTR?

Yes, email marketing needs some serious attention. For89% of marketersemail is the primary source forlead generation. What’s even more surprising is, up to61% of consumersenjoy weekly promotional emails and 28% of them want more.

Email is not dead. In fact, it’s a highly effective marketing channel you should be adopting for your marketing strategy.

In this part, we will go over how to create and design an email campaign that your subscribers will enjoy and act upon, and we will also discuss ways to increase your open rate and CTR.

How to create a great email campaign

You have subscribers. Now, it’s time to craft an email that people want to open, read and click on through to your website.

And it all starts withyour subject line.

Writing effective email subject lines

The first thing your email subscriber sees in their inbox is your email subject line. This is the point where they decide whether to open your email or send it to the trash and move on.

There are several ways to craft open-worthy email subject lines. Let’s look at three ways.

1. They are highly personalized

An easy way to add a personal touch to your email is with your subject line. Most email providers allow you to insert a subscriber’s name into your subject line by using personalization tags.

For example, in Mailerlite, you use a merge tag in your subject line or in the body of your message to personalize it.

Mailerlite Merge Tags

This makes your message highly customized and personal. What’s great is that according toAberdeen, doing this can improve your click-through rates by 14% and conversions by 10%.

2. Make it short and clear

There’s a growing trend of subscribers using mobile devices to open and read emails. As many as53% of subscriberschoose to use their smartphones or tablets to read emails rather than using a desktop or laptop.

This trend is not stopping so to account for this growing population of mobile users, make sure your email subject lines are 50 characters or less. This is the amount of text you can see on an average 4-inch smartphone display.


For evenbetter open rates– up to58% better– try creating email subject lines with 10 or fewer characters.

When deciding what to say in your email subject line, make sure it reads clearly and isn’t ambiguous. Saying, “It’s finally here” is vague and unclear. Try saying something direct and actionable like, “10 new fonts for your website.”

Make sure to also avoid certain words that cantrip spam filtersand cause your email to never see the light of day. These include:

  • Free
  • Make money
  • Clearance
  • Urgent
  • Income
  • Cash
  • Claim
  • Increase your

3. Create a sense of urgency

While you can’t do this with every campaign you send out, with your time-sensitive deals, or sign-up campaigns, you can increase your open rate by placing a sense of urgency in your email subject line.

Melyssa Griffindoes this for subscribers that haven’t opted into her webinar classes.

Melissa Nectar Collective Urgency

电子邮件subje使用这三个简单的技巧ct lines can help you with achieving high open rates and creating loyal fans.

Tell a story in your campaigns

We’ve touched on personalization when using email subject lines. Next, you want to be personal in your campaigns.

Most people who subscribe to your list want to know more about you and your brand. Sending them pitch after pitch won’t help with retention and might only annoy your subscribers.

Since people are curious by nature, telling a personal story about how you got started or the behind-the-scenes of your business will help form a connection with your list and build loyalty amongst your subscribers.

Being personal also helps with increasing your click-through rates if subscribers expect a level of personalization whenever they see your email in their inbox. And over time this creates trust.

Your subscribers will know that you aren’t just sending marketing emails, but that you are opening up your business and sharing personal information.

For example, Mariah Coz ofFemtrepreneuroften is personal in her emails. She goes out of her way to tell stories and connect with the thousands of subscribers she has.

Mariah Personal

She does this as a way to humanize herself and make her much more relatable to her subscribers.

If you still think storytelling isn’t an effective strategy, Crazy Egg interviewed internet marketer and coach Terry Dean after he made $96,250 in sales from one email.

His reason for the successful email campaign? Storytelling.

“[P]rofessional speakers know their audiences may forget every single point they share within 10 minutes of the end of their presentation, but they remember the stories.”

If you can connect a feeling or emotion to your product with a story, you’ll have a better chance at conversions than with any other marketing strategy.

It’s formatted for easy reading

Since your goal is for people to click your email subject line and actually read your email, the best thing you can do is make it easy for them to read it.

Emails with big blocks of text or a small font make it difficult for the subscriber to really get into it and actually read it.

Email hard to read

This makes it hard for your subscriber to read your email and get anything out of it.

But, if you include a lot of white space by making shorter sentences and enlarging your font, you’ll have a better chance that people will read what you have to say.

John Lee Dumas ofEntrepreneurs on Firesends emails that are non-branded, easy to read, and highly engaging.

Fire Nation email easy to read

Some other ways to make your campaigns easy to read are:

  • Bold or italicize words or phrases
  • Use bullet or numbered lists
  • Some studies show that for theeasiest reading, use 16-point size.

Now, that we covered the basics of how to write an email campaign, let’s look at why creating an automated email series is a good option for your business.

The benefits of creating an automated email responder

You’re busy.

You have meetings to attend, content marketing to focus on, and sales funnels to create.

As a small business owner, you don’t want to be bogged down by having to send out emails by hand. Why not automate your email marketing?

It helps your subscribers learn about your business over time

Sending out a drip email campaign makes it so your subscribers don’t forget about you, while at the same time letting them get to know you and what more you have to offer.

John Lee Dumas ofEntrepreneurs on Firedoes a great job of sending out a welcome series, giving his new subscribers tips and strategies to help them with their online business.

It’s an excellent opportunity to promote your products

In an automated series, content is evergreen and what you write today can apply to your subscribers months later.

If you have a product, you can create an email mentioning your product and any deals that are happening. Since new subscribers may not know about older products or aren’t that familiar with you or your business, you can create a campaign highlighting what you have to offer.

For example, Melyssa Griffin has a Pinterest course out and created an email talking aboutPinterest’s Algorithm changein February 2016. She was able to tie this recent event to her course.

Promote Product Email

It’s ideal for setting up a funnel for your business

Many bloggers and entrepreneurs are taking advantage of using eCourses for their lead magnet.

For example, website designerNesha Wooleryhas a free six-day brand discovery course that she uses to entice quality leads for her business.

Nesha Ecourse

You start her course by entering your email address and throughout the six-day course she pitches her services.

If you want to educate your subscribers, have them get to know you and your business better, or create a drip campaign for higher conversions, having a series of time-released and automated emails will help you do this.


With your business online, it’s vital to attract and retain leads. Email marketing is your ticket to new customers and to building a loyal following.

Knowing how to write effective subject lines and emails is what will help you increase your open rate and click-through rate, which is ultimately what any business wants – an engaged list.


Excellent! You’ve made it to the end of this email marketing beginner’s guide.

You now know how to get your email marketing system setup and how to deliver your first email marketing campaign.

Now it’s time to put into practice what you’ve learned above so you can grow your email list and get more customers.

For this post, we focused on setting up an email system focused around broadcast style emails, otherwise known as marketing emails.

But,this isn’t the only type of email.

There’s alsotransactional emailsthat won’t be important for most bloggers, but if you’reselling digital productsor running anecommerce site, it’s worth learning more about.

Related Reading:30+ Email Marketing Statistics You Need To Know.

Disclosure:这篇文章包含会员链接。这意味着我们may make a small commission if you make a purchase.

The Beginners Guide To Email Marketing