The open standard for data-driven email marketing
9 Steps of Email is a free, tool-agnostic method for planning, building, and running email that people actually want. Nine steps, refined since 2013. Principles over tactics.
9 Steps of Email is an open standard, not a product. It is the same nine-step method I have used since 2013 to build email programs that people actually want to receive.
It is free to read, cite, and apply. There is nothing to buy here, only the method, and an invitation to follow along as each step is written.
The nine steps
Steps 1–4 are published in full. Steps 5–9 are summarized on the method page while the full write-ups are in progress.
- IdentifySet the goals you assign to email and define your personas.
- The FlowMap what subscribers need against what you offer.
- SyncAlign email with the rest of your content strategy.
- DefineDefine each email's point, voice, and design for conversion.
- ImplementComing soonBuild the program: templates, infrastructure, and the first sends.
- Segment & AutomateComing soonGroup subscribers and let lifecycle flows do the routine work.
- Send & DeliverComing soonReach the inbox: authentication, reputation, deliverability.
- Analyze & LearnComing soonRead the data that actually maps to your goals.
- Iterate & ImproveComing soonClose the loop and compound results over time.
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