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Natasha Murphy

EMAIL CAMPAIGN PLANNING: FROM IDEA TO EXECUTION ... A Step-by-Step Guide



Email Marketing Campaign Planning

Welcome to the blog! If you're here, chances are you're ready to level up your email marketing strategy. Whether you're just starting or looking to refine your approach, this guide will walk you through planning and executing a successful email campaign—from the initial idea to pressing "send."


Define Your Campaign Goals


Every great email campaign starts with a clear objective. Ask yourself:


  • Are you aiming to increase sales?

  • Drive traffic to your website?

  • Launch a new product or promote an event?


Be specific and measurable with your goals. For instance, instead of saying, "I want more people to read my blog," aim for something like, "100 clicks to my blog post within a week." This clarity lays the foundation for your campaign.


Segment Your Audience


Sending relevant content to the right people is key. Break your audience into segments based on their interests or behaviour.


  • Retail example: If promoting women's leggings, target women interested in fitness or activewear.

  • Service example: A financial advisor might send pension updates to retirees while sharing mortgage tips with first-time homebuyers.


Segmenting improves deliverability, open rates, and click-through rates by ensuring your emails align with recipient interests.


Plan Compelling Content


Your email content needs to grab attention. Start with a killer subject line—it’s your first impression! Tools like CoSchedule’s Headline Analyzer can help craft effective subject lines.


Tips for crafting content:


  • Include clear calls to action (CTAs): “Shop Now,” “Learn More,” or “Download Your Guide.”

  • Stick to one main message per email. Avoid overwhelming your audience with a laundry list of updates.


Design Your Email


A professional, branded email design is crucial. Use email platforms like MailChimp, ConvertKit, or Easy Peasy Funnels, which offer drag-and-drop templates.


Design essentials:


  • Reflect your brand’s style with consistent colors, fonts, and logos.

  • Prioritize mobile-friendly designs since over 50% of emails are read on phones.

  • Test your email! Send it to yourself or a colleague to check links, personalization, and formatting on both desktop and mobile.


Automate Your Campaigns


Automation saves time and ensures timely delivery. Use tools like MailChimp or Kajabi to:


  • Schedule emails in small batches to avoid spam filters.

  • Set up sequences, such as a welcome email for new subscribers or a nurturing series for leads.


By automating, you can deliver the right message at the perfect moment while freeing up your time for other tasks.


Analyse and Optimize


The work isn’t over after sending your emails. Dive into your analytics to review performance:


  • Check open rates, click-through rates, and conversion stats.

  • Experiment with A/B testing (e.g., trying different subject lines) to see what resonates with your audience.

  • Clean up your email list by removing inactive subscribers or setting up a re-engagement campaign for those who haven’t opened recent emails.


Optimizing your emails ensures they stay relevant and effective while improving deliverability.


Common Pitfalls to Avoid


  • Skipping testing: Broken links or missing images can damage your credibility.

  • Overloading frequency: Avoid bombarding your audience with too many emails.

  • Ignoring deliverability: Properly configure your email settings to stay out of spam folders.


Ready to Plan Your Next Campaign?


Now that you know the steps—from defining your goals to optimizing your results—it’s time to start planning. What will your next email campaign focus on? Share your ideas in the comments or send me a message—I’d love to hear them!


Stay tuned for more insights, and remember—consistency, strategy, and understanding your audience are the keys to email marketing success. Happy emailing!


If you want to learn more about Email Marketing, be sure to check out my YouTube channel (198) Jen Heppell Starchelle Communications - YouTube where I go into even more detail on this topic - and many others!


You can watch the video that goes along with this blog right here: 


And don’t forget—join my mailing list for even more tips https://go.starchelle.com/mailinglist, or download my free guide to jumpstart your email marketing strategy https://go.starchelle.com/marketing-made-simple


Or if Tech is holding you back, imagine having a tech guru at your fingertips, ready to answer any question you might have, every single month….. OH WAIT YOU DO …

Introducing the FREE Monthly Tech Café Meetings with me! https://go.starchelle.com/tech-cafe-page


Don’t forget to check out my FREE resources, including:

Which funnel do you need in your business? (quiz)

Find out the best funnel

3 quick questions

Explanation of the sort of funnels you been allocated

Summary email with actionable steps

If you found this guide helpful, don’t forget to share it with someone who might benefit. Subscribe to stay updated on more marketing tips.


Thanks for reading, and happy emailing! 🚀


Email Marketing Campaign Planning

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