Creating a Customer Email Series

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Summary

Creating a customer email series means designing a sequence of emails that guide new subscribers through an engaging brand experience, building trust, and driving actions like purchases or deeper engagement. This approach introduces new customers to your brand, encourages early activity, and lays the groundwork for lasting relationships through thoughtful communication.

  • Segment early: Divide subscribers into meaningful groups based on their engagement and interests so each person receives content that feels relevant and personal.
  • Focus your first email: Make your initial message all about welcoming the subscriber, featuring your best offers, and making it easy for new customers to take action right away.
  • Test and refine: Regularly experiment with different email formats, content, and timing to discover what prompts customers to read and click through your series most.
Summarized by AI based on LinkedIn member posts
  • View profile for Kody Nordquist

    Founder of Nord Media | Performance Marketing Agency for 7 & 8-figure eCom brands

    25,950 followers

    When you walk into a store, the first thing you see is a greeter. - They smile - Offer to help - Make you feel comfortable. That interaction sets the tone for your store experience. Now, your Welcome Series is the online version of that greeter: It’s the first real touchpoint with your new customer. The goal is to: 1. Make a good first impression, 2. Guide them through their journey with your brand, and  3. Build trust right out of the gate. For eCommerce, SaaS, or service-based businesses, this is your chance to roll out the red carpet… 1. First Impressions Matter Just like how a friendly store greeter can instantly make or break a customer’s mood, your Welcome Series can make or break a new subscriber’s first impression. This moment helps them decide whether or not they want to engage with your brand. Welcome emails increase open rates by 50-60% This is way higher than standard promotional emails. That means customers want to hear from you when they first sign up. 2. Building Trust Early On A Welcome Series establishes trust by reinforcing why someone subscribed and how your product or service will meet their needs. How to build trust: - Outline what they can expect from you. Whether it’s the frequency of emails, the type of content, or any special perks, being upfront builds a foundation of trust. - People trust brands with a mission. You'll create an emotional connection if you can articulate your “why” and explain how you solve their problems. 3. Priming the Customer for Their First Purchase You know those store greeters that drop you the hottest deals or most popular products? Your Welcome Series should be doing the same thing. It should guide customers toward making that first purchase by: - Offering a time-sensitive discount in your Welcome Series to make customers feel more comfortable pulling the trigger on their first purchase. - Introducing your best-selling products or services to increase the chances of a purchase. 4. Building Long-Term Engagement You want to use these series as a chance to build a relationship that lasts with: - Educational guides, product tutorials, or thought-leadership articles - Finding out if customers prefer educational content or if they click certain product links to help segment and personalize future emails. - Offering early access to products or VIP benefits helps new subscribers feel valued. 5. Laying the Foundation for Segmentation The Welcome Series is meant to help you understand your customers and segment them for future targeted campaigns. How to use segmentation: - If a customer clicks on a product link but doesn’t buy → Segment them into an abandoned cart series or product follow-ups. - If a subscriber engaged more with educational content than product links → Send them more value-driven content rather than hard sales pitches. A subscriber who feels welcomed and informed is less likely to unsubscribe and more likely to engage with your future campaigns.

  • View profile for Micah Levy

    CEO, North America @ UN/COMMON. We scale revenue for globally renowned D2C brands through Shopify and Klaviyo.

    4,990 followers

    A bloated email list is sabotaging your bottom line. Email providers see unengaged subscribers, put you into spam… …and suddenly, your emails stop reaching inboxes. Even worse, you're paying for contacts who'll never buy from you. Here’s how to turn that around ↓ 1. Segment ruthlessly In 2024, personalized segmentation is an absolute necessity. Break your list into targeted groups: → Active subscribers (clicked in the last 90 days) → Casual browsers (opened but didn’t click) → Lapsed customers (no purchase in 6 months) → Ghost subscribers (no engagement in 180 days) 2. Create engagement ladders Don't blast everyone with the same content. The goal is to move people up the ladder, not off the list. Build paths that nurture relationships: → Welcome series: 3-4 emails over a quick 4-6 day period for new subscribers → Win-back campaign: 3-part series for lapsed customers → VIP track: Early access and exclusives for top spenders 3. Prune dead weight Set clear rules to maintain list hygiene: → No clicks in 180 days? Send a re-engagement campaign → Still no response? Remove them after 2 attempts → Implement soft bounce exclusions to reduce delivery issues A smaller, engaged list beats a massive, unresponsive one every time. 4. Focus on clicks, not opens iOS updates made open rates unreliable. Clicks tell the real story. To boost them… → Put key info and CTAs above the fold → Use action-oriented language (e.g. “shop now”) → A/B test email layouts and content hierarchy 5. Personalize thoughtfully Use the data you have wisely and present… → Product recommendations based on browse behavior → Dynamic content tailored to purchase history → Location-based offers (for omnichannel brands) Show you understand your customers without overdoing it. Because your email list isn't just a database — it's a community of real people who've invited you into their inbox. Treat it with care, and it'll become your most valuable marketing asset.

  • View profile for Conor Sunderland

    Helping DTC Brands Drive Predictable, Profitable Growth 📧 | Over $250M in Email Revenue For Clients | DM me ‘EMAIL’ to chat

    11,438 followers

    How we doubled welcome series revenue from $124K to $273K per month: Most brands get their welcome series completely wrong. They focus solely on the discount offer and miss massive revenue opportunities. We revamped a client's basic 4-email welcome series with these dramatic results: → Revenue jumped 119% (from $124,935 to $273,804 monthly) → Email 1 open rate increased from 58.1% to 71.7% → Conversion rate improved by 93% → The final two emails alone generated $35K Here are the 3 cardinal rules that drove these results: 1. Maximize revenue from Email 1 (capture high-intent buyers immediately) 2. Build the brand in the customer's mind (establish credibility and emotional connection) 3. Recoup revenue from less engaged people (strategic follow-ups with urgency) We expanded their series to 8 strategic emails built around three psychological pillars: 1. Status (social proof, press mentions, UGC) 2. Trust (product quality, transparency, value delivery) 3. Belief (emotional benefits, founder story, shared values) This approach works especially well for high-AOV brands ($250+) with complex products in competitive markets. Got any questions? Drop a comment below!

  • View profile for Eric Rausch

    Co-Founder @ New Standard Co.

    6,150 followers

    You don’t need a 10-step welcome flow. The sweet spot is 3-5 emails MAX. Every email doesn’t have to do everything. That’s where some brands are missing the mark. They try to cram product features, origin story, social proof, social media, discount code, etc. all into one and then wonder why no one reads it, clicks it or purchases. Your customers didn’t sign up for a TED Talk when they gave you their email. They want to be told HOW, WHERE and on WHAT they should spend their money. Optimizing your welcome 1 for conversion is the most important. Email 1: Give them the code, feature best sellers, and throw in some social proof. Done. Email 1 is going to convert most of the high intent prospects. The ones who gave their email because they wanted the code and were likely going to buy anyway. So make it easy for them. Email 2: Focus on your brand pathos. Give them the code again, sprinkle in some backstory, and close. Email 2 is for the stragglers who, for whatever reason, didn’t convert on the first email. Here you’re going to want to provide some more value, with some brand story, to justify the conversion for the consumer. Notice how both are simple and optimized for the customer to take action? That’s how each one should look. You shouldn’t want a step-by-step guide on how to create these emails. You should want to understand why each of these modules was selected and what their purpose is for conversion. The first 2 emails are most likely going to follow that playbook for the greatest success. Email 3-5 is where you can diversify further to align with your consumer base. A-Player Tip: Here’s how you can optimize emails 3-5 using segmentations in your campaigns. Watch the baseline of the non-buyer segments in your routine campaign sends. Anytime you see a non-promotional email outperform that baseline, slot it into an A/B test for emails 3-5. Continue to do this in perpetuity and you’ll really start to see the entire welcome flow get optimized for revenue. These are repeatable tests that are worth your time. You don’t need a 10-email welcome series if your emails are punchy, focused, and designed to convert. Keep them short, simple, and optimized for the exact action you want the customer to take. That’s how you make your welcome series print money.

  • View profile for Rachael Adekanbi

    • I help LinkedIn Creators with high-quality Digital Products 10x their Sales using High-Converting Email Marketing Funnels. Need more clarity? Send a DM.

    12,160 followers

    Most Emails Struggle to Hit 20% Open Rates. My Client Got Over 80%😱 Here’s the exact strategy I used. Listen... It’s not just about writing emails—It’s about writing the right emails. When my client approached me, they had just started exploring email marketing. They had a growing audience, a solid offer, but no idea how to turn that into emails that people actually open and click. Their biggest worry? That their emails would go unnoticed or, worse, land in spam. Fast forward a few weeks, and here are the results from their very first campaigns: —Open Rate: Over 80% —Click-Through Rate: Above 20% Here’s how we made that happen: 1.Focused on Deliverability Right From the Start: - Helped them set up essential records like SPF, DKIM, and DMARC to establish domain credibility. - Avoided buying email lists (yes, it’s tempting, but don’t!). - Started small with a warm-up strategy to build trust with email service providers. 2. Dove Deep into Audience Research: - Mapped out their ideal customer’s pain points, interests, and needs. - Created segments for personalized messaging, even in a small list. 3. Crafted Compelling Sender Names, Subject Lines, and Preheader Texts: - Used their name and brand consistently to build familiarity. - Wrote subject lines that made their audience curious while being clear about the value inside. 4. Built an Engaging Welcome Series: - Introduced their brand’s story and unique value right away. Storytelling to the rescue. - Provided actionable tips and insights to hook their audience from the first email. 5. Balanced Value with Strategic CTAs: - Every email offered value first—be it tips, inspiration, or answers to pressing questions. - Each email ended with a single, clear call-to-action to make engagement easy. 📌Here’s What You Need to Know About Email Marketing: It’s not about hitting “send” and hoping for the best. You need to: - Ensure your emails get delivered (or no one will ever see them). - Get them opened (your subject lines matter more than you think). - Get them read (your content should resonate and provide value). - Get them acted upon (CTAs need to be clear, compelling, and click-worthy). My Advice? Start strong with a solid foundation—build your deliverability and pair it with audience-centric, conversion-focused emails. P.S. I'm just curious. Do y'all really check your spam folders, cos I don't😂 #emailmarketing #emailcopywriter

  • View profile for Brett Kaufman

    Partner at Pretty Okay Media

    4,134 followers

    🚨 𝐄-𝐜𝐨𝐦𝐦 𝐬𝐭𝐨𝐫𝐞 𝐨𝐰𝐧𝐞𝐫𝐬: 𝟓 𝐰𝐞𝐥𝐜𝐨𝐦𝐞 𝐞𝐦𝐚𝐢𝐥 𝐦𝐢𝐬𝐭𝐚𝐤𝐞𝐬 𝐛𝐥𝐞𝐞𝐝𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐩𝐫𝐨𝐟𝐢𝐭𝐬 𝐝𝐫𝐲. We fixed these for a client and boom - $71k extra revenue. Are you making these costly errors? Find out below 👇🏼 Ever wonder why your welcome emails aren't converting? We recently overhauled an e-comm client's welcome series, boosting revenue by a whopping $71k. Here are the 5 costly mistakes we fixed: 1️⃣ Slow Response Time Mistake: Waiting hours or days to send the first email. Fix: We set up instant delivery. When interest is hot, strike immediately. 2️⃣ Generic Content Mistake: One-size-fits-all messaging. Fix: We personalized based on how they found us, what they viewed, and their on-site behavior. 3️⃣ Weak Offers Mistake: Basic "10% off" discounts. Fix: We created irresistible, exclusive offers - early access, limited editions, bundled value. 4️⃣ Monologue, Not Dialogue Mistake: Talking at subscribers, not with them. Fix: We asked engaging questions, encouraged replies, and started real conversations. 5️⃣ Corporate Tone Mistake: Stiff, formal language. Fix: We injected personality, wrote like we talk, and built genuine connections. But here's the kicker: We didn't just fix one email. We crafted a strategic 5-part series: Email 1: Instant welcome + value bomb Email 2: Brand story + engagement question Email 3: Problem-solving content Email 4: Social proof Email 5: Irresistible, time-sensitive offer Each email built on the last, guiding subscribers naturally towards purchase. The results? Open rates: 22% → 58% Click-throughs: 2% → 12% Revenue: +$71k (and growing) But it's not just about immediate gains. These new buyers became repeat customers and brand advocates, creating a snowball effect of growth. Your challenge: Audit your welcome series. Be honest - would it make YOU want to buy? If not, it's time for a revamp. Start with one fix from above. Test, measure, improve. Ready to unlock your welcome series potential? Drop a 💰 below if you're committed to change. Which mistake will you tackle first? Let's turn your welcome emails into profit machines! #EcommerceGrowth #EmailMarketingTips #ConversionOptimization

  • View profile for Janky Patel

    I help AI and DTC brands scale revenue through proven growth marketing

    43,475 followers

    Retention marketing is the lifeblood of your business. Why? As acquisition costs continue to rise, extending the LTV of your customers is more important than ever. Here’s the exact breakdown of how I approach retention marketing (mainly email and SMS) for any ecommerce business: Make sure you have these automated flows in place: → Welcome Series (this will be your highest revenue-generating flow) → Abandon Browse, Cart, Checkout Series → Cross-Sell Series → Replenishment Series → Customer Win-Back Series → Customer Welcome Series For campaigns (one-time email sends): → Build out a calendar for your email campaigns → List out email campaign ideas that you can plug into the calendar → Create organized segments based on how customers engage with your emails and shopping history Metrics to analyze: → List Growth Rate → Email Capture Rate → Open Rate → Click-Through Rate → Conversion Rate If you have the basics implemented above, you’re ready to take it to the next level by testing every little thing. Again, retention marketing is crucial for any ecommerce business. If you can strategize and execute this correctly, this channel should make up 20%+ of your total revenue. You’d be surprised how many newer ecommerce businesses don’t have the basics in place. 

  • View profile for James Buchok

    CEO of Tention Marketing | Over $15M generated through email and SMS marketing

    1,244 followers

    Why most Ecom brands have “Leaky Bucket” email marketing (and how to fix it) Imagine you’re filling a bucket with water. But there’s a problem… the bucket has holes. No matter how much water you pour in, most of it leaks out. That’s exactly what’s happening with most Ecom email strategies: - Tons of new subscribers coming in - Tons of potential revenue leaking out Here’s where most brands are losing money (and how to fix it): 🕳 Leak 1: Weak Welcome Series Someone just joined your list. They’re interested. This is the hottest they’ll ever be. But instead of making them excited… most brands send one generic “Thanks for signing up!” email and then disappear. Fix: Send a 3-5 email welcome series that introduces your brand, builds connection, and drives the first sale FAST. 🕳 Leak 2: No Post-Purchase Flow A customer buys once… then never hears from you again. Fix: Set up a post-purchase sequence that: ✅ Confirms their order with excitement (not just a receipt) ✅ Gives them tips to get the most out of their purchase ✅ Cross-sells or sets them up for a repeat order 🕳 Leak 3: Ghosting Your List Until You Have a Sale If your only email strategy is “let’s send a promo when sales are slow”… You’re training people to only buy when there’s a discount. Fix: Send regular value-driven emails - behind-the-scenes content, customer stories, product education, fun brand updates - so that when you do sell, people are already engaged. Plug these leaks, and instead of constantly chasing new subscribers, you’ll actually be maximizing the ones you already have. #emailmarketing #ecom #ecommerce

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