This practical course focuses on mastering **Email Marketing and Marketing Automation**, the most cost-effective channels for customer retention, conversion, and loyalty building. Participants will learn how to design high-converting email campaigns, segment lists effectively, and implement complex automation workflows (drip campaigns, lead nurturing). The curriculum emphasizes the strategic integration of email with CRM and sales platforms, focusing on personalization, deliverability, and advanced metrics like conversion rate and customer lifetime value (CLV). Mastery of automation transforms communication from mass emailing to highly personalized, timely, and revenue-driving interactions.
Email Marketing and Marketing Automation
Sales and Marketing
October 25, 2025
Introduction
Objectives
Upon completion of this course, participants will be able to:
- Design and implement effective **Email Marketing Campaigns** for acquisition, nurturing, and retention.
- Master the strategy and setup of **Marketing Automation Workflows** (drip campaigns, lead scoring, segmentation).
- Apply advanced **List Segmentation** techniques to achieve superior open rates and click-through rates (CTR).
- Ensure optimal **Email Deliverability** and compliance with anti-spam laws (CAN-SPAM, GDPR).
- Design high-converting email templates and utilize A/B testing for continuous optimization.
- Integrate email and automation platforms (e.g., HubSpot, Mailchimp) with CRM and sales systems.
- Measure the true **ROI of Email Marketing** using metrics like revenue per email and CLV.
- Develop personalized and dynamic content strategies for superior customer engagement at scale.
Target Audience
- Email Marketing Specialists and Managers
- Marketing Automation and CRM Administrators
- Digital Marketing Managers and Strategists
- Sales and Business Development Professionals
- E-commerce Managers and Customer Retention Specialists
Methodology
- Hands-on Workshop: Designing and Mapping a Multi-Stage Lead Nurturing Automation Workflow
- Case Studies on High-Converting Email Campaigns and Automation Successes
- Individual Exercise: Auditing an Email Template for Design, Deliverability, and A/B Test Ideas
- Role-Playing Scenario: Presenting an Email List Segmentation Strategy to the Sales Team
- Discussions on GDPR/CAN-SPAM Compliance and the Ethics of Tracking Customer Behavior
Personal Impact
- Mastery of the highly profitable and technical skills of email marketing and automation.
- Enhanced ability to design personalized, timely communication at scale.
- Increased confidence in managing and optimizing complex automation workflows.
- Development of expertise in deliverability, compliance, and advanced email metrics (ROI, CLV).
- Acquisition of a specialized skill set highly valued for e-commerce and B2B lead generation.
Organizational Impact
- Significant increase in customer retention, loyalty, and customer lifetime value (CLV).
- Improved marketing efficiency and scalability through the implementation of automation workflows.
- Higher lead conversion rates and better-qualified leads handed over to the sales team.
- Reduced organizational risk due to strict adherence to email privacy and anti-spam regulations.
- Measurable, high ROI from the most cost-effective digital marketing channel.
Course Outline
Unit 1: Email Strategy and Deliverability Fundamentals
Basics and Compliance- Defining the strategic role of email in the customer journey and marketing funnel.
- Understanding list hygiene, opt-in best practices, and the legal framework (**GDPR, CAN-SPAM**).
- Mastering **Email Deliverability**: sender reputation, IP warming, and avoiding spam filters.
- Key metrics: open rate, click-through rate (CTR), conversion rate, and unsubscribe rate.
- Strategies for effective list building and lead capture across web properties.
- Applying advanced **Segmentation Techniques** (demographic, behavioral, purchase history).
- Utilizing dynamic content and personalization tags for increased engagement and relevance.
- Designing content that speaks to the specific stage of the customer journey (TOFU, MOFU, BOFU).
- Strategies for re-engaging inactive subscribers and managing email fatigue.
- Integrating email data with the CRM for holistic customer profiling.
- Defining and setting up core **Marketing Automation Workflows** (welcome, abandonment, post-purchase).
- Mastering **Lead Nurturing and Lead Scoring** for sales-ready qualification.
- Strategies for complex drip campaigns and branched logic based on user behavior.
- Integrating automation with the sales team for automated handover and follow-up tasks.
- Utilizing automation for customer service, feedback loops, and internal alerts.
- Designing high-converting email templates (responsive design, effective CTAs, visual hierarchy).
- Mastering the process of **A/B and Multivariate Testing** (subject lines, content, send times).
- Techniques for using urgency, scarcity, and social proof in email copy.
- Analyzing and optimizing the post-click landing page experience for higher conversion.
- Strategies for maximizing revenue per email and transactional email effectiveness.
- Measuring the true **ROI of Email and Automation** and its contribution to CLV.
- Integrating email marketing with social media, content, and paid channels.
- Selecting, implementing, and migrating between **Marketing Automation Platforms**.
- Developing a robust email data security and compliance audit framework.
- Future trends: AI-driven email optimization and hyper-personalization at scale.
Unit 2: List Segmentation and Personalization
Targeting and RelevanceUnit 3: Marketing Automation Mastery
Workflows and NurturingUnit 4: Campaign Design and Optimization
Testing and ConversionUnit 5: ROI and Advanced Integration
Metrics and SystemsReady to Learn More?
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