Back to Resources

Email Campaign Best Practices

Tips for effective email campaigns that convert

πŸ“§ What are Campaigns?

Campaigns help you organize and track your email marketing efforts. Group related emails together, measure performance, and optimize your outreach to close more deals.

βž• Creating a Campaign

  1. Navigate to Dashboard β†’ Campaigns
  2. Click "New Campaign"
  3. Enter a descriptive campaign name
  4. Add a description of your goals
  5. Set the campaign status
  6. Add optional start and end dates
  7. Click "Create"

πŸ“Š Campaign Statuses

πŸ“‹ Planned - In preparation
🟒 Active - Currently running
⏸️ Paused - Temporarily stopped
βœ… Completed - Finished
πŸ“ Archived - No longer active

✍️ Writing Effective Emails

  • β€’ Subject lines: Keep under 50 characters, create curiosity
  • β€’ Personalization: Use {{first_name}} and other variables
  • β€’ Opening: Get to the point quickly
  • β€’ Body: Focus on benefits, not features
  • β€’ CTA: One clear call-to-action per email
  • β€’ Length: Keep it scannable, use bullet points

⏰ Timing Your Sends

πŸ“… Tuesday-Thursday best days
πŸ•™ 10am-11am optimal time
πŸ• 2pm-3pm second best
❌ Avoid Mondays & Fridays
πŸŒ™ Never send late night
πŸ“± Consider mobile readers

πŸ“ˆ Tracking Performance

  • β€’ Open Rate: % who opened (aim for 20%+)
  • β€’ Click Rate: % who clicked links (aim for 2-5%)
  • β€’ Reply Rate: % who responded
  • β€’ Bounce Rate: % that failed to deliver
  • β€’ Unsubscribe Rate: Keep under 0.5%

πŸ”„ Follow-Up Sequences

  1. Initial outreach email (Day 1)
  2. Follow-up if no response (Day 3-4)
  3. Value-add email with resource (Day 7)
  4. Final follow-up (Day 14)
  5. Move to nurture sequence or close

πŸ’‘ Pro Tips

  • β€’ Always preview emails before sending
  • β€’ Test on mobile devices
  • β€’ Include an unsubscribe link
  • β€’ Don't use all caps or excessive punctuation
  • β€’ Avoid spam trigger words
  • β€’ Keep your contact list clean and updated