email marketing flowchart process

Email Marketing Flowchart Process

Building an email marketing flowchart can help you plan and visualize your email campaigns. Also, it is used to map out the entire process, from defining your goals to tracking and analyzing your results and improving them. Email marketing drives higher Return On Investment with a conversion rate of 15.22%, according to Barilliance research in 2021. Let’s understand the email marketing process flowchart and its types. 

What is Email Marketing?

Email marketing is a powerful marketing method that helps businesses directly communicate with their target audience. It helps in engaging and building relationships and conversions. 

Type of Email Marketing Flowchart

Abandoned cart email campaign 

The Abandoned Cart means a customer adds the product to the cart. They might purchase the product in the future. An email marketing campaign helps send mail to the customer for their cart product reminder.

Additionally, when a customer buys the product, send a thank you email for the purchase. After that, a follow-up email for the shipped, and a few days later, a product review email. 

Many businesses decide when to follow up on the product or service so people buy additional products, for example, during the Diwali festival or during the offer they send follow-up emails. 

Welcome email 

A welcome email is sent to the audience when they subscribe to the email or become part of the brand. It makes the audience feel they are part of the brand. Additionally, it helps marketers understand what customers are looking for and who they are. 

Recommendation email

Retaining customers is important for your business for a steady flow of revenue. Where recommendation email is sent to customers according to their choice, so they buy products and the business receives revenue. 

For example, if a customer purchases denim jeans from an Amazon store then it will recommend denim jeans of other brands. 

Special offer email campaign

A special offer is a campaign where a business encourages customers to purchase an additional product by giving a deal. It is the method to make the product sale. 

You might notice that the business sent two emails explaining the offer. In the last, it sends mail that the offering is ending so customers buy the product or at least check out the cart. Sending emails of the special offer took place mainly in festivals in India. 

Re-engagement email

It is essential to keep the audience engaged with your brand. The one who disengaged from your brand. So, it is important to send re-engaging emails to the customer in the form of giving discounts, offers, and cashback. As a result, they don’t lose interest in your brand and purchase the product. 

You can send re-engaging emails to identify inactive subscribers and create a compelling subject line and content. 

Email Marketing Flowchart Process

Define goal

Defining the email marketing goal is essential to achieve the objectives. Then, only email marketing campaigns will be successful. The goal can be increasing sales, nurturing leads, and building brand awareness. 

Segment audience

Segmenting your audience is essential to send the right message to each group and engage with them. You can segment the audience based on demographics, psychographic behavior, and location. 

Collect and manage data

Collecting the data for email marketing campaigns is necessary. The data such as email address, name, and other information. You can secure the data with GDPR, CAN-SPAM, and other ways. 

Create content and design the emails

Create engaging, informative, and relevant content for the audience according to their interests and needs. It can be blogs, newsletters, promotional content, etc. 

While designing the email, make it visually appealing, grabbing the reader’s attention and responsive email templates. The template should be easy to open on mobile devices, laptops, or different devices. 

Set up automation

Automation makes the work smoothly for email marketing campaigns. The work such as scheduling emails, sending personalized content, and triggering follow-ups to the audience. These are essential things to do in email marketing. 

Creating subject lines

Creating an attention-grabbing subject line is necessary to make readers open your mail. First, they read the subject line, and then the entire mail body. A/B testing helps you find the best subject line for the success of email marketing campaigns.

Personalized emails

When you send the email, personalize it through name and their interest as they will feel relatable and engage with your mail. Also, they may take action to purchase products/services. 

Send test emails

Sending test emails to your colleagues and yourself is essential. Before you send mail to the list of your target audience, it is necessary that the formatting of the mail, content, and broken links is correct, as it plays a significant role in readers’ minds. 


It is the method to measure email marketing campaign performance and helps improve it. This data can include metrics such as open rates, click-through rates, unsubscribe rates, conversion rates, and bounce rates. 

Monitor deliver 

It is a way of tracking and analyzing how many emails reach your subscribers’ inboxes. A reasonable delivery rate means more people read your emails, leading to higher engagement and conversion rates.

Continue improvement in email. 

It is the process of continuing to monitor and analyze results and then making adjustments and improving the performance of your email marketing campaign. The improvement in the subject line, body of the content, and audience segment.

Also Read: Drip vs. TinyEmail: The Detailed Comparison of Email Marketing Tools


Email marketing is vital in converting customers to buy products or services. It has five essential flowcharts: an abandoned cart, a special offer, a recommended email, re-engaging emails, and a welcome email. These flowcharts are used to achieve the unique goal of the business. Use this flowchart effectively to achieve your goal. 


How to create a flowchart for email marketing? 

A flow chart provides a visual representation of the process. It is used to map out the steps involved in an email campaign, from start to finish.

How many times emails need to be sent?

It is best to send an email twice in month and then once a week. If you have good content and offers then send an email two or three times a week. Also, it depends on the type of audience. 

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