Basic Email Marketing Strategy – Step by Step

5 steps to Build an Email Marketing Strategy

Set up a basic email marketing strategy with this step-by-step guide. Surveys show that digital newsletters are one of the most cost-effective tools available for marketing today, on a par with Search Engine Optimization. The question is: how do you go about it? 

Simply sending information and offers willy-nilly into cyberspace is not a good way of doing things. Newsletters need to be thoroughly researched and well thought out – you need to know when, how and to whom you need to send them. Some form of marketing plan can be useful here. For many people however this sounds complicated and time-consuming. How can you find time to do this on top of all the other things you have to do?

In fact, it does not need to be difficult or time-consuming. This guide takes you step-by-step through designing a strategy for your email marketing.

The key is to work effectively, strategically and systematically so that your newsletters reach the right target groups with the right information – whether that means the newsletter, campaign offers or a combination of both.

5 steps to Build Your Email Marketing Strategy

Step 1: Define your target group

The very first thing to do is to give some thought to who will primarily be the ones to read your newsletter – in other words, to define your target group. Once you have done this, it will be easier to decide the content of your mailings.

What does your target group look like? Are they company directors and managers? Customers – current and/or new? Members of an organisation or association? 

When you have decided who you primarily wish to reach through your mailings, it can be useful to describe them in a few words: Who they are, and what you want them to get out of the campaign that you are planning. This is key for your mailing to be relevant to its recipients – and, in the end, lead to your email marketing producing results.

Some examples:

– You are planning a newsletter for company directors and managers. Some items that may be useful to them:

  • Company news and trends within their area of business

  • Information about what is going on in terms of marketing and interesting results from current market surveys.

– You want to reach out to new and existing customers. Some items that may arouse their interest:

  • Information and reviews of current products

  • The very latest product news

  • Special offers and discount offers.

Step two: Define the scope of your purpose

Once you have defined who you wish to reach, it is time for the next step – deciding the purpose of your email marketing. This is done by answering the following two questions:

1. What do you wish to achieve with your email marketing?

2. What benefit will your readers gain from the information that you provide them with?

Bear in mind that both points are equally important. It makes no difference what information and which offers you send out if the recipient does not find the content relevant and interesting.

By giving thought to and defining the purpose of your email marketing, you create the foundation for designing the content of your mailings. Identify the purpose and you’ll identify the type of newsletter you need to send.If you are wondering whether or not to include something in a newsletter consider whether it is in keeping with your purpose. If it is not, leave it out. 

Step three: Create a number of aims 

Defining a number of aims is an important part of drawing up a marketing strategy. By monitoring those aims you will have the opportunity to see whether or not your investment in marketing using digital newsletters has been a success.

The aims can vary over time. For example, an initial aim may be to increase the number of people who receive your mailings. In the longer term, the aim may be to increase sales and/or the number of loyal/returning customers.

You will probably not see any dramatic effect immediately. The initial period is about strengthening your base of loyal subscribers and generating more. Little by little, however, you will start to see results.

This is provided that you create high quality mailings and that you make them known by highlighting them in various contexts. 

Think about what you hope to achieve from your email marketing over the next six months. Then write it down in terms of three points:

  • Your aim. In example: ‘to increase the number of subscribers by 40 per cent’ or ‘to increase sales by 20 per cent’.

  • The means to achieve the aim. In example: through newsletters, special offers and – not least – by marketing the newsletter in marketing material, on various websites and in social media such as Facebook and Twitter so that you gain new readers/customers.

  • How to measure achieving the aim – in other words, how you achieved the aim, for example using sales statistics, open rates and click rates.

Step four: Decide how often to send out mailings

If the newsletter comes too often, it can feel tiresome and – in the worst case – be perceived as spam or junk mail. On the other hand, if the mailings are too infrequent there is a risk of the recipients forgetting you and, at worst, again perceiving the email as junk mail.

In many cases, an email once a month tends to be just about right, but of course the frequency depends on what you have to say. For example, if news or sales results are published every other week and are of use to your recipients, the frequency should be adjusted accordingly. If your recipients are under a lot of time pressure – such as higher management, for example – then you could either choose to send brief newsletters more frequently or slightly longer ones less frequently.

Whatever frequency you choose, it is important in most cases to stick to it. Recipients need to know that they will be receiving the information they need when they expect it. 

Of course, you can make exceptions to this. If important items of news or offers are published on a specific day, recipients should receive them on the same day – or, better still, a day or so in advance (in other words, give your subscribers the ‘VIP treatment’). Find out more in the article Tips about the content of your digital newsletter.

Step five: Produce a timetable

Now you have set the foundation for your email marketing. You have defined your target group, purpose and aims, and you have decided how often to contact your email recipients. 

It is now time to draw up a timetable for producing your newsletters. In most cases, email marketing is built on recurring contacts, and a timetable will help you to allow enough time to produce regular mailings.

Based on this planning, you can reserve time in your calendar for each mailing. Whether you wish to divide points 2–4 over two or more days is up to you. It needs to feel like the material is still current when you send it, but do not be in too much of a hurry. Sloppy mistakes and factual errors reduce the impression of the material as well as of the things you wish to market.

Do not forget to take weekends, public holidays and holiday periods into account when drawing up your timetable. Perhaps you may wish to send an additional offer before Christmas or the holidays? On the other hand, you should avoid mailing out material at times when most companies and organisations are closed for the weekend or for public holidays. The risk here is that your newsletter either will be drowned in all the other email that needs to be read after the holiday or will no longer feel current.


1. Define your target group

2. Define the scope of the purpose of your email marketing

3. Create a number of aims

4. Decide how often to send out mailings

5. Produce a timetable


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Best software for newsletters & email marketing

The best software for newsletters is easy to use to create attractive design newsletters. Postman newsletter software serves you with smart features, enabling you to take your email marketing to the next level. 

The newsletter is a perfect channel for establishing and maintaining solid customer relations. As a result of the fact that customers of both today and tomorrow are living their lives online email marketing and newsletters is an essential key as well as an amazing opportunity to succeed with your communication. In a number of enquiries email marketing has turned out to have the best ROI (Return On Investment) of all channels, including social media.  

Using newsletter software doesn’t have to be tricky or hard. We have worked hard with usability and interface to make sure that our software for newsletters is as intuitive and easy as possible to get familiar with. 

You can create stylish newsletters without effort using our drag and drop editor. Heaps of automated features will save you time and frustration in the process of producing and sending your newsletter. 

If you are arranging an event you can connect to Magnet by Paloma – our software for guest registrations och online ticket sales. You are also able to retrieve immediate feedback by applying quick question in your email. 

If you have different departments or multiple editors working on your newsletters you can use editor accounts, with different access levels. RSS feed is another time saving feature for your newsletter. Allow content to be automatically generated from another source and avoid duplicating your efforts!

Free templates and plenty of tips & tricks 

Keep your communication consistent and solid using a newsletter template. Templates are also in favor of the continuous work with your newsletter as you will be fast on track instead of creating layout from scratch for every dispatch. You will have good looking ready made templates at hand for instant use. You will also have access to an archive to store your templates as well as other files such as images and documents. 

On our site, blog and in our newsletter you can find plenty of tips on digital newsletters and email marketing. 

Create & send newsletters in no time

Our easy to use software for newsletters will help you create professional, creative and interesting newsletters in html. 

✔️ Design, send and monitor with statistics

✔️ Filter, segment och target content at the right target audience

✔️ Retrieve content from another source automatically through RSS, avoid duplicating efforts 

✔️ Implement marketing automation with trigger email.

✔️ Intuitive and sharp drag and drop editor

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Try Postman software for marketing newsletters & email

If you are looking to develop your business marketing newsletters and email Postman is a your perfect match. 

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