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Leverage CRM Design Best in Class Practices 
Subject Lines 
 Personalize, CTA upfront, 
 Leverage 4 subject lines to optimize open 
 Test, test and test. 
Body 
 Personalize as far as you can.First Name, Interests, latest interaction 
 Include Dynamic content to improve engagement (and interest) 
 CTA link Above the Fold 
 Have multiple CTAs in email using different words, such as View, Register, Learn 
More 
 Test creative versions 
 Leverage images and contextual content 
 Include a mix of passive, active and interactive links 
 Include Video where possible 
 Include Share to Social options 
 Include Rate This Email Link and Survey 
 Include Signature or at least a Sincerely 
 Include Physical Address, copyright and active unsubscribe link 
Other 
 Have an Errata email template ready 
 Have a customized Unsubscribe Landing Page 
 GA tags on all links to track 
 Design email mobile friendly/responsive design 
 Include Forward to a Friend functionality where appropriate 
 Consider Publish to Social functionality 
 Determine data exchange with IT 
 Test new functionality 
 Innovate where possible 
Metrics 
 Create a Forecast for performance ahead of time 
 Generate SP reports and share PDFs 
 Create a Key Learnings presentation of program 
Best-in-class benchmark 
 Education 
Score  Top 
Quartile* 
Open Rates 46.1% 
Click Through Rates 12.8% 
Click to Open 27.8% 
Source: SilverPop 2012 Metrics Analysis Report 
11/25/2014 1

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Email Design Best Practices 6-19-13

  • 1. Leverage CRM Design Best in Class Practices Subject Lines Personalize, CTA upfront, Leverage 4 subject lines to optimize open Test, test and test. Body Personalize as far as you can.First Name, Interests, latest interaction Include Dynamic content to improve engagement (and interest) CTA link Above the Fold Have multiple CTAs in email using different words, such as View, Register, Learn More Test creative versions Leverage images and contextual content Include a mix of passive, active and interactive links Include Video where possible Include Share to Social options Include Rate This Email Link and Survey Include Signature or at least a Sincerely Include Physical Address, copyright and active unsubscribe link Other Have an Errata email template ready Have a customized Unsubscribe Landing Page GA tags on all links to track Design email mobile friendly/responsive design Include Forward to a Friend functionality where appropriate Consider Publish to Social functionality Determine data exchange with IT Test new functionality Innovate where possible Metrics Create a Forecast for performance ahead of time Generate SP reports and share PDFs Create a Key Learnings presentation of program Best-in-class benchmark Education Score Top Quartile* Open Rates 46.1% Click Through Rates 12.8% Click to Open 27.8% Source: SilverPop 2012 Metrics Analysis Report 11/25/2014 1