How To Set-Up Email Marketing

🎯 Mission

To use email marketing to consistently share timely updates like new courses, blogs, podcasts, and resources with our contacts, providing clear value, keeping them engaged, informed, and connected with our brand.

✅ Desired Outcome

Emails are well-crafted, on-brand, and error-free
Campaigns reach the right audience through proper segmentation
Email workflows and automations run smoothly and reliably
Open rates, click-through rates, and conversions are tracked and improving
Contact lists and data are clean, organized, and actionable
Email marketing contributes directly to revenue growth and customer retention

🚫 Unacceptable Actions

Sending emails with broken links, typos, or formatting errors
Using outdated or incorrect contact lists
Ignoring proper audience segmentation
Failing to test emails or workflows before sending
Not tracking or reviewing email performance metrics
Over-emailing or sending irrelevant content to contacts
Ignoring brand voice or messaging in emails

Leaving automations or workflows unchecked or broke

🧭 Step-by-Step Instructions

1. Go To Marketing -> Email

2. Clone the Email from Previous Month / Week

Identify the Email Marketing for the Blogs - Ex. 00.00.00 Name of the Blog

3. Change the Email Name and Select Email Type Regular, then Clone.

Title: MM.DD.YY Blog Name

Ex. 04.13.26 Navigating Insurance Renewal Premium Fluctuations for Better Agency Retention

4. Open the Blog Template Document as a Reference for the Email Marketing Content or Body.

5. Open the Marketing AI Prompt

6. Open ChatGPT copy and paste the AI Prompt and the Blog Content add Header, Preview Text, and Subject Line

Create email marketing content with bullet point and emojis on our latest blog Navigating Insurance Renewal Premium Fluctuations for Better Agency Retention. Here are the blog headers/list from the blog. Include a call to action to Purpose of the blog.