How to Leverage Email in Your Marketing OS and Boost Your Business

The Entrepreneur's Roadmap to Efficient Email Automation

April 8, 2024
Email Automation for Entrepreneurs

Email is an effective marketing tool and an important communication channel for any business. As a small business owner, entrepreneur, or coach, an effective customer relationship management (CRM) solution can help you take your email marketing efforts to the next level.

The Better Story Marketing OS is a CRM designed for purpose-driven entrepreneurs who want to leverage marketing to make an impact.

To be successful with email marketing, you need a system that can help you effectively manage your customer database, segment your audience, and personalize your communication. This is where a robust CRM solution like the Marketing OS comes into play.

In this article, we’ll explore how to use email marketing in the Better Story Marketing OS and maximize your ROI. Whether you’re new to email marketing or a seasoned pro, you’ll learn how to leverage the power of email to boost your business.

In the Better Story Marketing OS, there are three primary ways you leverage emails to engage your audience.

  1. Conversations
  2. Campaigns
  3. Automation

We’ll walk you through each and show you how to leverage it to grow your business.

Schedule a marketing automation Q&A session
Schedule a marketing automation Q&A session

Track Your Customer Conversations

Whether you’re running a for-profit or a nonprofit, it’s all about building relationships. And communication is vital to relationships.

But communicating with new leads and current customers can quickly become overwhelming. Everyone is at a different point in their customer journey. They have specific questions and needs. As your business grows, it's challenging to remember which conversation went with which client. 

The Better Story Marketing OS solves this customer communication challenge by providing a centralized view where you can see all your email and text communication with clients. 

This clarity and efficiency around communication are vital to your business's growth. And the first step you need to take is setting up Two-Way Email Sync.

How to set up two-way email sync

Once your conversational one-to-one email is up and running, it’s time to work on your one-to-many communication.

Create Engaging Email Campaigns

Your email campaigns should be engaging, relevant, and valuable for your subscribers. Use your Marketing OS to design eye-catching templates, add your branding, and personalize your messages with custom values.

Your emails should provide valuable content, such as advice, tips, or educational resources. Use appealing subject lines to catch their attention, and always include clear calls-to-action (CTAs) to encourage action.

Email campaigns are emails sent to multiple people at the same time. These emails can be sent out immediately or scheduled to be sent at a later time.

You need to take three steps when sending out an email campaign.

  1. Design your email
  2. Schedule your email
  3. Choose your recipients.

Design your email

You can use a template or start with a blank email when creating a new email campaign. We recommend using the Design Editor to create your email campaign. 

Schedule your email

Once your email is written, you can choose to send your email now or schedule it for later.

Choose your recipients.

Once you have a solid email list, it’s essential to segment your audience to deliver personalized and targeted communication. Segmentation allows you to group your contacts based on their behavior, preferences, or demographics.

With the Better Story Marketing OS, you can create segments based on specific criteria and send tailored emails to each group. For example, you can segment by location, interests, purchase history, or engagement level.

Smart lists and tags are essential tools for segmenting your audience.

Automate Your Email Marketing

Email automation is a powerful feature of a CRM that can save you time and boost your conversions. With the Better Story Marketing OS, you can set up email sequences triggered by specific events, such as a sign-up, purchase, or abandoned cart.

Email sending is just one of the many actions you can include in an automation workflow. You can send an email immediately after the trigger or set it to delay for a set amount of time. Your automated emails can either be simple text, or they can use an email template you’ve created. 

To get started automating your email marketing, check out this guide on Building Your First Simple Workflow.

Automation allows you to send timely and relevant messages to your subscribers without manual effort. Plus, it enables you to nurture your leads, build relationships, and increase customer loyalty.

No more stringing together a hodgepodge of tools that only sort of get the job done. Instead, it's time you experience marketing that runs the way it should without you having to babysit it.

Identify key areas where marketing automation can help you reach the goals of your small business or nonprofit.

How to level up your email marketing.

Email marketing can be a powerful strategy for any business, and a new CRM solution like the Better Story Marketing OS can help you take advantage of it.

If you're ready to grow your business through email marketing, you need to start with a strong email database and regularly optimize your email strategy. 

Build a Strong Email Database

The first step to email marketing success is building a robust and permission-based email list. With the Better Story Marketing OS, you can easily import your existing contact list, as well as capture new leads through your website or social media pages.

Make sure to keep your contact list clean and up-to-date. Remove inactive subscribers or those who have unsubscribed to keep your list healthy. And always ask for permission before adding someone to your list.

Measure Your Results and Optimize

To improve your email marketing over time, you need to measure your results and optimize your campaigns. The Better Story Marketing OS provides detailed analytics, such as open rates, click-through rates, and conversion rates. Once you have sent an email campaign, to access the statistics, simply click on the three buttons on the right of the campaign and then select statistics. 

Use these metrics to identify what works and what doesn't. This insight allows you to make data-driven decisions to improve your future campaigns. Test different subject lines, content, CTAs, and send times to optimize your email performance.

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Email marketing can be a powerful strategy for any business, and a new CRM solution like Better Story Marketing OS can help you take advantage of it. By building a solid email database, segmenting your audience, creating engaging campaigns, automating your email marketing, and measuring your results, you can leverage the power of email to boost your business.

With the right CRM and best practices in place, you can build better relationships with your customers and achieve your marketing goals.

Action Plan

Are you ready to use email marketing to cultivate new leads and invite current customers to take action? 

It’s easy to feel overwhelmed, but don’t worry. We’re here to help.

When you sign up for a free trial with the Better Story Marketing OS, you get a 30-minute onboarding call with our team to help you answer questions and get you set up quickly.

If you’re not sure how marketing automation could help you, schedule a 20-minute Better Story Marketing OS Q&A Session. We can explore how marketing automation can help you move your business forward and reach your goals.

Frequently Asked Questions

Marketing Automation

What is marketing automation?

Marketing automation is the use of software to automate repetitive marketing tasks. This includes email marketing, social media posting, and ad campaigns, allowing businesses to nurture prospects wit

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What is marketing automation?

Why should a small business use marketing automation?

Marketing automation can save time and increase efficiency by automating repetitive tasks. It can also provide valuable data on customer behavior, helping to refine marketing strategies and improve c

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Why should a small business use marketing automation?

Can marketing automation help with customer retention?

Yes, by providing personalized content and timely communication, marketing automation can help nurture customer relationships and increase customer loyalty.

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Can marketing automation help with customer retention?

Is marketing automation expensive?

The cost of marketing automation tools varies widely, and many offer scalable pricing based on the size of your business and specific needs. Some tools offer free versions with limited features.

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Is marketing automation expensive?

Does marketing automation make marketing impersonal?

While it does automate certain processes, the goal of marketing automation is to enable more personalized and targeted communication by understanding customer behavior and preferences.

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Does marketing automation make marketing impersonal?

Ready to level up your marketing? Start today!