Get Started With Email Marketing

10 Things You Need to Do First

If you have yet to get started with email marketing, there’s no better time to jump in.   

Email marketing has changed a lot since Constant Contact introduced the first email marketing tool for small businesses in 1998.

But what hasn’t changed is its effectiveness.  

Studies show that email marketing continues to outperform other digital marketing channels including social media and paid search.

And with an average return of $38 for every dollar spent, investing in email marketing can have some serious payoffs.
From my conversations with small businesses, I’ve learned that figuring out how to get started with email marketing is often the hardest part.

To help you out, I’ve compiled 10 things you need to do when you’re getting started with email marketing:

1. Choose an email marketing service provider If you’re serious about email marketing, you need to work with an email marketing service provider. Working with a provider is the only way your business can leverage email marketing automation to effectively deliver messages to large groups of contacts or subscribers.

You’ll also benefit from professional email templates, tools to help you grow and manage your email list, and tracking features that show you who is opening and engaging with your campaigns and messages.

2. Gather contacts for your email marketing list Most businesses will have some existing contacts to start an email list. Think of the customers and people you already have a relationship with. Maybe it’s the business contacts you email with on a regular basis; maybe you just start with a few supportive friends and family members 

Even if you’re building an email list completely from scratch, don’t get discouraged. Start by putting a paper sign-up sheet near your register, adding an online sign-up form to your website, and encouraging your social media followers and loyal customers to sign up.

Whatever you do, don’t be tempted to purchase an email list. Email marketing is all about building and nurturing relationships; connecting with a smaller list of quality contacts will be more impactful than blasting out messages to contacts that don’t even know your business.

3. Add your contacts into your email marketing account Once you have an email marketing account and an initial list to send to, add your contacts into your account.

You can start by uploading a contact list from an existing spreadsheet or importing contacts right from a Gmail or Outlook account.



If possible, organize your contacts into separate lists based on what you know about them. For example if you own a gym, create separate email lists for people who have taken swimming lessons versus those who have attended yoga classes.

That way you can send out targeted email based on their specific interests.

4. Set up your welcome email Your welcome email is the first message your new email subscribers receive from you.

Welcome emails are especially important because they serve as your first impression and reach people at a time when they’re highly engaged with your business. You can expect a higher than average open rate for your welcome email, so make sure you’re delivering value right away.

Start with a warm greeting, provide an overview of what they can expect to receive from you in the future, and offer them something useful right away.

Once set up, your welcome email will send to all new contacts automatically.

5. Create a reusable email template

This is the fun part! Even if you’re not a designer, you can send beautifully-designed professional emails that look good on any device.

Constant Contact has hundreds of email templates for you to choose from — including timely templates to stand out during major holidays.



When choosing a template, look for a layout that is clean, eye-catching, and will get your message across fast. People scroll through the inbox quickly — often while on the go — so choose a mobile-responsive email template that looks good on any device.

Next, customize your template with your brand by putting your business’s logo right at the top of your email and linking the image back to your website’s homepage. Add in your business’s signature colors and create an email footer with your business name, contact information, and links to your active social media channels.

Once you have these essential design elements all set up, make a copy of your email and save a version as your master template. With this reusable template set up you don’t have to start from scratch and add in your branding every time.

6. Practice writing persuasive messages This tends to be one of the scariest steps for business owners. I get it — writer’s block happens to the best of us.

What usually snaps me out of it is pretending I’m having a face-to-face conversation with someone and writing down exactly what I’d like to say to them.

It also helps to follow a repeatable process and break your message down into three important sections:

1. What are you offering? — Headline
2. How will it help the reader? — Message body
3. What should they do next? — Call to action

This simple three-step formula helps you stay focused so you can write effective messages fast.  

7. Spend time on subject lines Your email subject line is one of the most important lines of text in your whole email.

Why? Your subscribers see your subject line even before they open your message. Make a good impression and people won’t be able to resist opening. Write something bland and they might skip over your message without a second thought.

Your subject line should be short and snappy — around 40 characters.

You can draw attention by asking a compelling question, including a deadline for urgency, or just teasing your message.


8. Preview and test before you send Especially when you’re first getting started with email marketing, it’s easy to slip up every once in a while.

Maybe you forget to add in an important link or make an embarrassing spelling mistake right in the subject line. Doh! Unfortunately, there’s no Back button with email, so always remember to send yourself or a staff member a Test Email before sending out to your entire list.



9. Send your email (at the best time) When you’re ready to send out an email, timing is an important factor to consider.

Every audience is different and the best time to send will differ based on who’s on your email list.

Based on customer data, we’ve compiled some information on which day and time might work best for your industry.

You can also create a consistent sending schedule and stick to it. For example, if you send out a newsletter on the first of every month, your audience will come to expect it in their inboxes.

If you do decide to follow a set schedule, tell people at the point of sign-up by saying something like:

“Would you like to sign up for our Hints & Tips newsletter? We’ll send you a roundup of our top blog posts, upcoming webinars, and best marketing advice on the second and fourth Wednesdays of every month.”

Your subscribers will know when they’ll hear from you next and you can schedule your message to send based on your established schedule. 



10. Track your results Don’t be deceived — email marketing doesn’t end with a send. You will want to track your open rate, click-through rate, unsubscribe rates, etc. and work to improve over time.

If you want to see real results from your email marketing, you need a strong understanding of how each email performs so you can make improvements and learn more about your customers and subscribers.

Spending a few minutes in your email reports will tell you valuable information like who opened your email, who clicked on specific links, and what information was the most interesting to your readers.

While it’s important to know how engaging your campaign messages are, make sure you’re tracking actions that happen beyond your emails. How many clicks to your donation page are translating into real donations? What is the total amount of funds raised from a single email?

These are the types of questions that will show you the real impact of your marketing efforts.