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What is a step email? We've summarized the difference between it and an email newsletter and how to set it up.

Posted: Tue Dec 03, 2024 5:10 am
by shuklamojumder093
We will introduce you to the basics of step emails as well as know-how and tools for designing step emails.

We hope this will be helpful for those who are considering introducing step emails and those looking for information on how to get the most out of step emails.

Kairos3 Marketing is an MA tool that provides strong support for marketing and sales activities.
Contents of this article

What is step email?
The difference between step emails and email newsletters
The advantages and disadvantages of step emails
Benefit 1 of step emails: Optimizing contact timing
Benefit 2 of step emails: Dividing information
Benefit 3 of step emails: Lead nurturing
Benefit 4 of step emails: Reducing work load
Disadvantages of step emails
Designing step emails to be effective
Understanding personas and customer journeys
Improve the subject line of your step email
Enhance the visual impact of step emails
Analyze and improve the results of step emails
Two types of tools that can execute step emails
Email delivery tools
Marketing Automation (MA)
What is step email?
Step emails are a type of email marketing . They are a system that automatically sends pre-created emails on a pre-set schedule, triggered by a specific action such as requesting information, signing up for a seminar, taking a free trial, or purchasing a product.


To send step emails, you will need tools such as email chief vp operations email lists distribution tools and marketing automation (MA).

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The difference between step emails and email newsletters
While email newsletters deliver newly set information to a distribution list in a one-off manner, step emails deliver pre-set information multiple times to customers who have taken a certain action.

Typically, email newsletters are created by creating a distribution list and then sending emails on a regular basis.

With step emails, for example, you can automatically send pre-set emails multiple times to potential customers who download materials, such as "send email A two days after the download, and email B five days after the download."


The advantages and disadvantages of step emails
The benefits of step emails are: you can optimize the timing of contact, you can deliver information in parts, you can nurture leads , and you can reduce workload.


The disadvantage of step emails is that they take time and effort to design.

Benefit 1 of step emails: Optimizing contact timing
The first benefit of step emails is that you can optimize the timing of contact. With step emails, you can set the timing of email delivery according to the "behavior of potential customers."

For example, let's say you offer a subscription- based service with a one-month free trial period .

30 days after a potential customer signs up for free, an automatic email will be sent asking, "The free period is ending. Would you like to switch to a paid plan?" This will increase the interest of potential customers who have been trying out the free plan, and you can expect to upsell them to sign up for a paid plan.

Benefit 2 of step emails: Dividing information
The second benefit of step emails is that information can be delivered in parts.

As mentioned before, let's take the example of a subscription service that offers a one-month free trial . There is a wide range of information you would like to provide during the free trial period.