We’ve all seen those emails with countdown timers, “LAST CALL” subject lines, and cues that trigger the fear of missing out. Sometimes we bite, but mostly we scroll past, especially when it isn’t a major event like Black Friday, where discounts actually live up to our expectations.

Urgency in emails doesn’t always lead to higher conversion rates. In fact, if you lean on it too hard, your audience just develops “urgency fatigue” and stops believing the timer.

Moreover, during economic downturns, people aren’t just hunting for the lowest price; they’re looking for the biggest emotional reward. We tend to replace big-ticket luxuries, like vacation or a new car, with smaller, “affordable” indulgences that offer an immediate mood boost.

Economists call that the “lipstick effect.”

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What the Lipstick Effect Really Is

The lipstick effect is a psychological and economic theory suggesting that during uncertain economic times, people resort to more affordable luxury items, like high-end beauty products or premium coffee, instead of major luxury goods.

The concept was first pinpointed by Leonard Lauder, Chairman of Estée Lauder, who noticed a huge spike in lipstick sales during the early 2000s economic recession. But the trend wasn’t new. It had been documented as far back as the Great Depression and was explored in Juliet Schor’s book, The Overspent American.

So, what does the “Lipstick Index” actually tell us? It suggests that when times are tough, we don’t stop treating ourselves; we just change how we do it. Why? Because small luxuries provide a sense of control and comfort in a world that feels chaotic.

Understanding this economic indicator should shift how we handle promotions, especially on personal, one-on-one channels like email. Subscribers didn’t just sign up for “cheap.” They need an emotional reason to choose your brand that goes beyond a discount.

Promotions vs. Pleasure: Two Different Motives

Now, I’m not saying your discount and flash sale emails are bad. There’s a time and a place for them. It’s more about knowing which motive will actually build trust and turn a subscriber into a happy, long-term customer.

Think of it as a choice between two different biological responses:

So, the lipstick effect is what glues customers to your brand, the bridge between value and true desire. When you switch your narrative from “Buy now before it’s gone” to “You deserve this!” you’re honoring your customer’s intelligence and their emotional state. And in the end, you’ll win customers who are loyal to your brand, not just your latest coupon code.

Why Email Is the Perfect Channel for “Affordable Indulgence”

Unlike social media, paid ads, or search, email is a private, curated space. It’s where people receive messages from brands they’ve actually opted into. This level of familiarity gives you a great advantage: your audience has already dropped its guard, making it much more emotionally receptive to your story.

From the subject line to the email footer, you have the room to move beyond “hurry up” and embrace storytelling. Modern email marketing software, like Moosend or Constant Contact make it easier than ever to prioritize the sense of reward:

Whatever you decide, make sure your copy emphasizes well-being, self-care, or the “treat yourself” factor.

Take the cookware brand Le Creuset, for example. Instead of shouting about a 10% discount, their seasonal campaigns use soft, brief copy and imagery that sells an experience. Now that’s not a sales pitch, but an invitation to a better morning.

Subject line: Pour Some Love Into Your Mornings

lipstick effect

How the Lipstick Effect Should Shape Your Email Offers

The lipstick effect isn’t just for beauty brands, but a mindset that applies to various types of products. The goal is to identify how your offering provides that “affordable luxury” feeling and ensure your email reflects it.

Start by reframing your offers. Instead of common phrases like “Save 20%,” try something like “You’ve earned this.” This simple affirmation can be the secret to higher open rates and conversions, provided the offer actually feels like a reward.

Instead of focusing on the price tag, focus on the emotional value. Position your products as “small wins,” “stress relievers,” “productivity boosters,” or “confidence gains.” When you frame a purchase as a tool for well-being rather than just another expense, the “need” for a discount starts to disappear.

This strategy works just as well for digital services as it does for physical goods. If you’re in SaaS, don’t just sell “tools.” Promote your premium features as a way to reclaim time and reduce daily friction. If you’re a blogger, share early access to your new ebook as an exclusive treat. It’s all about finding the right perspective and communicating it with a focus on the user’s emotional state.

A perfect example of this comes from the learning platform MasterClass. Here, the subject line focuses on well-being and comfort. It’s inviting with a promising reward, and it offers the subscriber something precious.

Subject line: Outsmart stress—try habits that reset your mind

Masterclass email with stress benefits

How to Apply the Lipstick Effect on Your Email Campaigns

Let’s take a look at some easy tactical steps you can follow to reframe your campaigns, starting with the most important email elements.

Email subject lines

Great first impressions happen the moment you hit the inbox, and with the right email subject line, you can trigger the “lipstick effect” before the email is even opened.

If urgency has always been an important part of your strategy, try pivoting to see how your audience responds. Instead of price-hooked subject lines, choose variations driven by emotion. Curiosity, comfort, and self-reward are powerful cues that, when delivered in balance, feel like a breath of fresh air compared to a countdown timer.

Take a look at how these notable brands use the “lipstick effect” to spark interest:

If you aren’t sure this tactic fits your brand, use A/B testing to compare an “emotional” subject line with a traditional “urgent” one. This tactic identifies the high-performing variant using a small segment of your list, then automatically sends it to the rest of your subscribers.

You can also use an AI writer to help you experiment with different tones and wordplay to find that perfect balance of comfort and curiosity.

Email copy

The same mindset should continue through to your copywriting, by opting for language that puts emotions first. Emphasize the experience someone will have when they indulge in your offering and the outcome of that experience.

For example, if you’re promoting a premium lipstick, don’t just talk about the price. Highlight its unique ingredients or how long-lasting the finish is. Then, back it up with social proof. Customer testimonials confirming the product feels as good as it looks can make a massive difference in converting a reluctant subscriber.

Check out this brilliant example from Bésame Cosmetics. They invite customers to choose a lipstick that best describes their own identity, placing reviews right next to each product to validate the results.

Subject line: Which Story Will You Wear Today? 💄

the lipstick effect on Besame's campaign

Overall, by removing the pressure to “move fast,” you replace anxiety with subtle reassurance. This motivates the customer to choose your brand because they want to, not because they’re afraid they’ll miss a deal.

Call-to-action

“Buy Now” CTA buttons are everywhere, so if you want to stand out, you need to offer a different pathway. An aggressive invitation rarely convinces a hesitant shopper. Instead, you need to give them a rewarding reason to move forward.

Think back to the Bésame Cosmetics example. Instead of the standard “Shop Now,” they invite the reader to “Explore Your Identity.” The first feels like a transaction, and the second feels like a journey of self-discovery. Depending on your goals, you might try phrases that emphasize growth and ease, such as “Unlock your potential,” “Simplify your workflow,” or “See how it works for you.”

This philosophy even applies to your design choices, specifically your button colors. Unless it’s a core part of your brand palette, try to avoid red. It’s the color of “stop” and “warning,” which can trigger the stress response we’re trying to avoid.

Instead, opt for a softer alternative that stands out against your background while staying on-brand. By making the button feel like an inviting “entry” rather than a “demand,” you prompt them to click.

Email design

To visually trigger the lipstick effect, replace clutter with vibrance. High-pressure emails often use bold colors, large fonts, and countdown timers to grab attention. But if you want to offer an emotional reward, you should opt for inspirational aesthetics instead.

Here are a few design tweaks that will make your emails look like a treat:

By following these tips, the concept applies across the entire email experience, not just the “words.” Just like in this example from Truly:

Subject line: “It’s just that iconic” 🤩

Truly's classy email example with premium look

When Promotions Still Matter (And How to Blend Both)

Of course, the lipstick effect doesn’t define every consumer spending habit. There are times, like major holidays or seasonal events, when urgency remains a powerful tool to boost your sales. But you don’t have to choose between being a “premium brand” and a “profitable” one. You can combine both tactics to maximize interest rates without hurting your brand.

For instance, instead of labeling your promotion as a “deal” or a “discount,” try using the word “treat.” It’s a subtle shift, but it has a much larger emotional impact. It allows you to offer a price break without “cheapening” your products or coming across as a bargain brand.

You can also plan limited-time offers that feel curated rather than desperate. Instead of year-round discounting, save your sales for peak holiday seasons or important milestones in the customer journey. By diving into your data, you can identify which sales periods actually convert and stick to those, without hurting your bottom line.

Imagine a boutique fragrance brand that avoids discounting to protect its high-end image. Instead of a generic “Winter Clearance” with 30% off banners, they launch a “Winter Glow Treat.” They use their data to identify the exact 48-hour window when their audience is most active and offer an exclusive bundle in a limited-edition gift box.

Stop Choosing, Start Balancing

Long story short: it’s not about choosing between promotions and pleasure, but knowing when to lead with each, and when to blend them. Prioritizing both ensures you aren’t just hitting monthly targets, but actually securing your company’s future in a competitive landscape.

So remember, especially in tough times, emails that feel human will always outperform those that feel transactional. Sometimes, the best way to grow your business is simply to lead with emotion.

Email subject lines are your first impression. They reveal to subscribers what’s in it for them, either sparking interest in your email content or leading to an instant skip.

A “bad” subject line doesn’t always cause annoyance. More often, it just triggers a neutral reaction. In a crowded inbox, though, the result is the same: the email is ignored. Between overflowing folders and busy schedules, readers rarely give a second chance to a subject line that feels dull.

Whether you’ve already mastered the basics or you’re looking to stand out from day one, this post moves beyond standard subject line best practices. We’ve gathered advanced tips and fresh perspectives to help you write truly compelling email subject lines.

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1. Personalize Beyond Just the First Name

While adding a recipient’s name to a subject line is a good way to grab their attention, it only gets you halfway there. If a name appears next to a sentence that is irrelevant to their interests, you risk confusing or even annoying them.

If you use custom fields, ensure the rest of the subject line copy is highly tailored to the recipient. This example from e.l.f. Cosmetics perfectly executes this strategy by making the product recommendations feel bespoke:

Subject line: No bc… these picks are SO Marilia 😮‍💨

make subject lines stand out

Another effective tactic is segmenting your email lists by purchase history or customer journey stage. Providing distinct groups with specific copy significantly increases engagement. For instance, during a flash sale, you should target lapsed and existing customers with different messaging that reflects their relationship with your brand.

Similarly, when crafting cold emails, hyper-personal details are powerful icebreakers. A line like, “Loved your point about [Specific Detail] at [Event Name],” shows genuine effort.

However, when handling personal data, always double-check that you’re following privacy regulations to avoid unsettling your audience, or worse, raising compliance concerns.

2. Provide Context through Brackets

Want to improve the readability of your subject line? Using brackets as a visual anchor is a great way to help readers quickly identify your email and determine if it’s relevant to them.

Here are some bracket ideas to explore depending on your content:

This is also a clever tactic for transactional emails, such as shipping notifications or password recovery. The easier the information is to spot, the more reassured your customers will feel knowing their request is being handled.

The Blonde Abroad used this approach to correct a mistake in a previous email, ensuring subscribers immediately noticed the fix:

Subject line: Oops [UPDATED LINKS] 🙈

Blonde Abroad subject line with brackets

Important note: Avoid adding [Urgent] to your subject line, even when you truly mean it. This often triggers spam filters, sending your email straight to the junk folder and hurting your deliverability. Softer alternatives like [Last Call] or [Final Reminder] are safer and often more effective at driving action.

3. Prompt Curiosity or Mystery

They say curiosity killed the cat, but for marketers, it’s the secret to driving the open. A little mystery in the subject line, provided it resonates with your audience, motivates subscribers to open your email and uncover the rest of the story.

To trigger this response, share a benefit (the “what”) without explaining the “how.” This creates a “curiosity gap” that compels readers to read to close the loop. For example, you can:

Here’s a compelling subject line from Under Armour that uses this marketing strategy perfectly. Readers want to instantly learn what this “superpower” is and, more importantly, how they can claim it:

Subject line: It’s like a superpower 🦸

Under Armour teaser subject line

Plus, creating question-based subject lines can have the same impact, especially if the answer feels personal to the reader. Under Armour, for example, has used “Thinking about new shoes?” in a separate campaign to grab the attention of subscribers who were already considering a purchase.

4. Balance FOMO and Urgency

Creating a sense of urgency and triggering the well-known Fear Of Missing Out (FOMO) are often seen as the hallmarks of a great subject line. While there’s some truth in it, you need to use these time-sensitive tactics in moderation.

Think about it: How would you react if a subject line shouting “Act now” appeared in your inbox? While it’s certainly urgent, it’s also pushy and can lead users to move this email straight to the spam folder or hit the unsubscribe button.

To avoid these consequences, simply indicate that a time window is closing or a specific benefit is expiring. The more personalized that benefit feels, the more likely a subscriber is to rush to claim it.

This effective subject line from Urban Outfitters reminds informed email subscribers that an offer “ends tonight.” The urgency is clear, but the tone remains helpful rather than demanding. You can also replace it with “Last call,” “A few hours left,” or “One more chance” to have a similar effect:

Subject line: Ends Tonight! Extra 40% Off Sale

last call subject line example

5. Lean into Lowercase

Another trick many brands use to add a personal touch in their email marketing campaigns is writing their subject line in all lowercase. This seems to add a more human element to your message, as if it was written by a friend or colleague.

The brand NotebookTherapy consistently uses this tactic, helping their subscribers immediately recognize their signature style in a crowded inbox:

Subject line: free february printables!

NotebookTherapy email example

On the flip side, subject lines written in all caps come across as aggressive, the digital equivalent of shouting. Not to mention that using all caps for words like “FREE” or “URGENT” can trigger spam filters. So, grabbing attention for the wrong reasons ultimately hurts your brand reputation and your deliverability.

6. Use Emojis Sparingly

Adding emojis to subject lines is a popular tactic for a good reason. This splash of color can indeed make your email subject line stand out in the inbox.

Moosend survey emojis in subject lines

However, certain icons require caution. For example, money-related emojis such as 🤑 or 💰 or more aggressive ones like 💣can be spammy. Instead, opt for “softer” alternatives to hint at promotions or urgency, such as ⌛ or 🎉.

Moreover, there are two technical considerations to keep in mind. First, not every Email Service Provider (ESP) or device displays emojis the same way. Always test your emails to ensure they don’t turn into a broken “blank box” icon.

Plus, screen readers used by people with visual impairments read the literal description of an emoji. To ensure an inclusive experience, place emojis at the end of the subject line rather than using them to replace actual words.

Finally, avoid cluttering your subject line with many emojis. Too many icons look unprofessional and can confuse the reader. Usually, one or two is all it takes to do the trick, as seen in this campaign by Sigma Beauty:

Subject line: Save 20% on a True Multitasker Brush 🙌

Sigma Beauty subject line

7. Create One-Word Subject Lines

Sometimes, going against the flow and creating something brief and simple can lead to a more eye-catching subject line. In fact, just a single word can say it all.

Words like “Update,” “Monday,” or “Question” feel personal and urgent, making them an excellent choice for follow-up emails.

However, use this tactic cautiously. For example, if you’re running a promotional or nurturing campaign, this approach might sabotage your metrics if the reader doesn’t have enough context to click. Moreover, be mindful of your brand voice before stripping everything away.

Bottega Veneta, though, was brave enough to try it out. They simply typed “Astaire,” the name of one of their shoe models, to pique the interest of brand enthusiasts and announce a new style:

Subject line: Astaire

Bottega Veneta one-word subject line

8. Lead with Numbers or Stats

Numbers and statistics naturally stand out in the inbox. They provide immediate value and can significantly increase email open rates, especially when combined with a specific benefit or a relatable pain point.

For example, if you’re sending a case study or survey results to move subscribers down the funnel, share your data points right at the start, ensuring they align with the email’s content.

Check out these examples:

Even if you aren’t sharing a “stat,” using a numbered list sets a clear expectation for the reader. Weruva used this effectively to share tips for improving pet health:

Subject line: 5 Easy Ways to Upgrade Mealtime 🐾

Weruva's subject line with numbers

Never mislead readers with “vanity stats” that aren’t actually in the email, and avoid exaggerating claims about your brand. While a fake number might get an open, it will almost certainly hurt your click-through rates and damage subscriber trust.

9. Back Up Your Subject Lines with Data

Before crafting your next campaign, look at how your previous subject lines performed. Identifying the patterns your audience responds to can have a measurable impact on your future success.

Factors such as seasonality and email type influence which format will be most effective. For instance, your subscribers might prefer short, punchy subject lines for weekly newsletters but respond better to longer, detailed ones for educational content.

Similarly, a tactic that works during the Black Friday rush might fall flat in a quiet month like August. If you’re ever unsure about your direction, A/B testing and AI writing tools can help you refine your approach. Most email marketing software, such as Moosend, comes equipped with these tools to help you compare different versions and see what truly resonates.

Create Subject Lines that Drive Easy Opens

Which one of the tips above will you try first? Whichever you choose, ensure you craft a subject line that accurately reflects the content of your email. Aim for 20–40 characters to ensure your message is optimized for all devices.

Test often, stay true to your brand voice, and soon enough, your subscribers won’t just open your emails because of a clever hook. They’ll open them because they trust that what’s inside is worth their time.

FAQS

Check out these frequently asked questions regarding subject line best practices:

1. Does “Re:” or “Fwd:” work in subject lines?

It’s best to avoid them. While they can technically drive higher open rates through trickery, if there is no actual previous conversation, it destroys your brand credibility. Worse, it may flag your message as deceptive, landing it in the spam folder.

2. What triggers spam filters in subject lines?

Salesy and clickbait elements, such as money-related emojis and symbols, and the use of all caps, are red flags. Certain spam words, such as “Free,” “Guaranteed,” “Urgent,” and “Act now,” might lead your emails straight to spam or promotions.

3. How long should a subject line be?

Keep your email subject lines under 40 characters so that they’re optimized for most mobile devices. It’s best to add the “hook” of your copy at the beginning so that everyone reads it.

4. Are emojis in subject lines professional?

In most cases, yes. If your brand tone is more corporate or official, prefer utility-based emojis such as 📅 or ✔️ to keep your copy neutral yet more colorful.

Email retargeting is that gentle nudge you wish you could give every visitor who almost took an action on your website.

Usually, people browse, check a product, maybe even add it to their cart, and then life happens. Instead of losing that sale for good, retargeting lets you follow up with a message that feels timely, relevant, and genuinely useful.

In this post, we’ll show how email retargeting works, its benefits, and how to create a successful strategy. Also, we’ll see real examples to recover sales, re-engage subscribers, and get more value from every visit.

Visitors leave, opportunities shouldn’t.

Retarget your audience with emails that arrive just when they need them.

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What is Retargeting in Email Marketing?

Email retargeting is a smart marketing tactic that helps you reconnect with people who showed interest in your online store but didn’t take the final step.

Instead of starting from zero, you follow up with website visitors, email subscribers, or existing customers based on what they actually did, like browsing products, abandoning their shopping cart, or skipping checkout. The result is more conversions, higher retention, and fewer lost sales.

How Does Email Retargeting Work?

Retargeting works by responding to user behavior rather than sending the same email to everyone. This approach is based on behavioral marketing, where real actions guide your messaging.

When someone visits your online store, actions such as product views, shopping cart activity, or checkout drop-offs are tracked using browser cookies, pixels, or site events. These signals are then passed to your email marketing platform through a remarketing pixel or tracking script installed on your website.

Once this behavior is recorded, it’s combined with data from your email list, such as past purchases or engagement history. This allows you to create highly targeted email campaigns that reflect what each subscriber actually did, rather than assuming what they might want.

From there, marketing automation takes over. Triggered emails are sent automatically based on predefined rules and timing, ensuring each message arrives while intent is still high.

Popular flows include:

If you set everything up correctly, a visitor will receive something like this:

email retargeting

Here, Cheekbone Beauty follows up with a targeted email that highlights the exact product the shopper viewed, adds urgency with a limited-time offer, and includes a clear call-to-action (CTA) to return to checkout.

Related product recommendations are also added to encourage cross-sell, all in one focused message sent at the right moment.

Email retargeting and email privacy

Before you get started with email retargeting, it’s worth noting that it depends on data availability. This means that privacy updates, cookie restrictions, and GDPR rules can limit what you track, especially for anonymous visitors.

That’s why effective email retargeting needs to rely on:

While remarketing pixels help capture behavior, they work best when combined with strong email list growth and permission-based tracking.

To retarget your audience effectively, stay informed about email privacy regulations and ensure every email marketing campaign is built on clear consent, transparent data use, and compliant tracking practices.

Retargeting Ads Vs. Email Retargeting

You’ve probably heard (or even used) retargeting ads. They’re the ones that seem to follow you on social media or across the web after you visit an online store.

Ads like this one from Shopify can work well, but they’re never free.

shopify retargeting ad from Facebook

On platforms like Facebook, advertisers pay for every interaction, with click-per-cost (CPC) typically ranging from $0.26 to $0.50 and an average click-per-thousand (CPM) between $1.01 and $3.00.

Per month, ad costs can range from $101-$500 for SMBs to up to $5,000 for enterprises. And as competition grows, those costs add up fast.

With email retargeting, once someone joins your email list, follow-ups don’t come with a per-click or per-impression cost. That’s what makes it a more predictable and cost-efficient way to re-engage interested users and recover lost sales.

Here’s a quick comparison between email marketing retargeting and retargeting ads:

Email retargeting Retargeting ads
Cost Fixed monthly cost (e.g., $9/month for 500 subscribers and unlimited emails) Pay per click or impression ($101–$500 per month)
Cost growth No added cost per send or click Costs increase as traffic and competition grow
Audience Email subscribers and existing customers Website visitors and ad audiences
Personalization High, based on behavior and purchases Limited by ad formats
Automation Advanced workflows and triggered emails Basic rule-based setups
Visibility Depends on subject lines and open rate Immediate and highly visible
Long-term value Supports retention and repeat sales Stops once ad spend stops

Why Ecommerce Brands Use Email Retargeting

Not every visitor converts on the first visit, and that’s normal. Some will take their sweet time, especially with higher-value purchases.

Email retargeting helps eCommerce brands stay top of mind during the decision process and bring shoppers back when they’re ready.

Here’s why it’s such an effective strategy that numerous online stores use:

How to Create a Successful Email Retargeting Strategy Step-by-Step

If you want email retargeting to work, you need a plan. The steps below will help you set up a simple strategy you can automate, measure, and improve over time.

1. Define the retargeting goal

The first step is to decide exactly what you want the email to achieve. Email retargeting works best when each campaign has a clear, single outcome.

For example, your goal might be to:

Avoid mixing goals in the same email. A cart abandonment message should focus on finishing the purchase, not browsing more products or joining a loyalty program.

If a customer, for instance, adds a skincare product to their cart but leaves before checkout, your goal is to get them back to complete the purchase. That determines how the email looks, what it says, and when it’s sent.

Defining the goal upfront keeps your messaging focused and your workflows simple.

2. Segment your target audience

Whether you already have segments in place or you’re doing this for the first time, segmentation is essential, not only for retargeting but also for email marketing in general.

At a minimum, you should separate:

This ensures each email matches the recipient’s level of intent and familiarity with your brand. Better targeting leads to higher conversion rates, stronger engagement, and fewer irrelevant sends.

If you already use segmentation, this is also a good moment to clean your email list. Remove hard bounces, suppress long-term inactive subscribers, and revisit outdated segments. Clean data improves deliverability and ensures your email retargeting campaigns reach people who are actually likely to engage.

Solid segmentation sets the foundation for everything that follows.

3. Connect your website and install tracking

Now, to trigger emails based on actual visitor behavior, your eCommerce website needs to be connected to your email marketing platform.

This usually happens through website tracking, either via a plugin or a tracking code snippet added to your site. Once connected, your platform can start collecting behavioral data, such as product views, cart activity, and purchases.

The setup typically follows three simple steps:

These steps vary based on your ESP, so make sure you check how to connect the two before moving on.

Here’s an example from Moosend’s platform:

moosend platform connect a website

To enable website tracking, go to More > Websites, add your domain, and submit. Once the website is added, Moosend automatically generates a website ID, which you use to install tracking via a plugin or code snippet.

You can then install website tracking using one of the following methods:

All methods collect the same behavioral data and can be used to trigger automated retargeting workflows.

4. Set a trigger and build your workflow

With website tracking in place, you can start defining when your retargeting emails should be sent.

This begins with selecting a trigger event, meaning the specific action that activates the automation. Common triggers include website abandonment, product page visits, email inactivity, or purchase completion.

From there, you build the automation workflow. For example, a shopper adds one or more products to their shopping cart but leaves the site without completing checkout:

moosend automation workflow trigger selection

The automation then:

If the customer completes the purchase during the waiting period, the workflow is automatically stopped, and no further emails are sent (unless specified).

This trigger-and-condition structure ensures your retargeting emails arrive only when they’re relevant. Instead of manual follow-ups or one-size-fits-all campaigns, automation handles the timing and decision-making in the background.

Moosend abandoned cart workflow

Create your workflow

5. Choose or design the email template

This is where your retargeting email finally starts to take shape visually. Most email platforms, including Moosend, offer pre-made templates you can use as a starting point.

For example, an abandoned cart template like the one shown below already includes the essential structure: a clear headline, product blocks with images and prices, and a prominent checkout CTA.

moosend editor abandoned cart template

Using pre-made templates like the one above can save you a lot of setup time and help you launch faster.

That said, these designs are blueprints, not finished emails, and you should always customize them to match your brand:

Keep the layout simple, make important elements like product images and prices easy to scan, and ensure the main CTA is visible without scrolling. A well-designed template connects copy, visuals, and structure into a clear path back to taking the desired action.

6. Write the subject line, copy, and CTAs

Speaking of copy, the goal of your email remarketing campaign is to deliver instant value. The recipient already showed interest, so your job now is to remove friction and make the next step obvious.

Start with the subject line. It should clearly reflect the action or intent, whether that’s returning to checkout, finishing a purchase, or revisiting a product.

Here are a few tips to help you write effective email subject lines:

When it comes to the email copy, keep it short and focused on benefits. Remind the reader why they were interested in the first place, without being aggressive. This works across use cases, from abandoned carts to re-engagement or product reminders.

Lastly, your CTA should always match the behavior you’re responding to. That said, avoid over-selling or adding too many buttons at once. Retargeting emails are meant to guide visitors to take a single action. So, one clear message and a single action are enough.

If you want to speed up this process, Moosend’s AI writer can help you generate subject lines and copy based on your campaign goal, saving time while keeping messaging consistent.

moosend ai writer tool

Don’t worry about getting every detail perfect at this stage. In the next section, we’ll walk through real retargeting email examples to help you refine your copy and get inspired.

7. Personalize the email content

Once you’ve defined the value of the message, personalization helps deliver it to the right person in the right context.

Now, you may think that email personalization is about adding someone’s name everywhere, but it’s so much more. Using data and segmentation, you can make the message feel relevant based on what the user has already done.

For example, you can add dynamic elements in your email remarketing campaigns, such as:

Before you launch your retargeting emails, keep one thing in mind: over-personalized messages can feel intrusive. That’s when users get the “my device is listening to me” feeling. It’s usually just tracking, but not everyone knows that or feels comfortable with it.

Stick to data users recognize, avoid surprises, and use personalization to support the message’s value. As a rule of thumb, show them exactly what they need to return, nothing more.

8. Track your performance

For retargeting to work effectively, tracking needs to be in place. This allows you to see what’s working and where users drop off.

Your email platform will let you track:

You can also connect campaigns with Google Analytics to track post-click behavior on your website and see how retargeting emails support the full customer journey.

moosend email campaign trackign settings

9. Test, launch, and optimize your retargeting emails

Finally, before linking your email to your retargeting workflow, run a final round of checks.

Most ESPs let you preview your email across desktop, tablet, and mobile, so you can confirm the layout works on every screen. You can also send test emails to check links, images, subject lines, and CTAs in real inboxes.

moosend email preview tools

Many platforms also include spam and deliverability testing tools, helping you spot issues that could affect inbox placement before you go live.

Once everything checks out, connect the email to your automation and launch.

After that, optimization doesn’t stop. Review key metrics regularly, test timing, copy, and CTAs, and adjust your workflow rules based on performance.

Email retargeting works best when it’s treated as an ongoing process rather than a one-off send.

Best Examples of Email Retargeting

Here are some of the most effective email retargeting examples, each triggered by real user behavior and designed to bring visitors back at the right moment.

Abandoned cart emails

When a shopper adds a product to their cart but leaves before checkout, this email steps in to gently bring them back.

Here, Beauty of Joseon’s goal isn’t to rush the sale, but to remind them of what they were already interested in and make returning feel easy. Plus, they throw a little freebie to encourage abandoners to complete the purchase.

Subject line: Oops! You left something behind 🎁

beauty of joseon cart abandonment email example for retargeting

Why it works:

If you need more inspo, check out our best abandoned cart email examples and templates.

Website abandonment

When a visitor spends time browsing a product but leaves without adding it to their cart, this email brings them back into the experience. In this case, Solo Stove focuses on rekindling interest rather than pushing for an immediate sale.

Unlike cart abandonment emails, there’s no “you forgot something” message or urgency cue. Instead, the email highlights the product again, promoting the brand’s lifestyle appeal, and invites the user to continue shopping at their own pace.

Subject line: Did you see something you like?

solo stove email retargeting for website abandoners

Why it works:

Back-in-stock alerts

Back-in-stock emails usually go to shoppers who have opted in to receive notifications. They also work as retargeting when someone checked a product, didn’t complete the purchase, and then left while it was unavailable.

That’s the approach La Colombe takes here. The email reconnects with users who have already shown intent and brings them back as soon as the product is available again to finish what they started.

Subject line: Back in Stock: Our Bestselling Cold Brew 🙌

la colombe back in stock alert

Why it works:

Price drop email example

Similar to the above example, this email targets users who viewed a specific item, left without purchasing, and then received it after the price dropped.

Instead of pushing a generic sale, Uniqlo reframes the discount as a personal “savings edit,” turning a price change into a timely reason to return and complete the purchase.

Subject line: Price drop on something you liked

uniqlo price drop email example

Why it works

Replenishment reminders

Based on past purchases, replenishment messages reach customers right as everyday essentials are likely to run low, making it a strong form of behavior-based email retargeting.

Chewy doesn’t wait for customers to realize they need to reorder. It anticipates the need, surfaces familiar products, and removes friction from the repeat purchase.

Subject line: Running Low?

chewy replenishment email example

Why it works:

Pet supply brands can benefit greatly from this email retargeting strategy and should incorporate it into their pet care marketing efforts to increase revenue.

Win-back emails

After a subscription ends and a user goes inactive, this type of email retargeting steps in to help warm the relationship back up. In this case, Audible reaches former subscribers with a clear incentive to return.

Instead of reintroducing the service, the email assumes prior use. It focuses on what the user already knows, pairs it with a limited-time offer, and removes friction from rejoining.

Subject line: Welcome back with 50% off for 3 months

audible email retargeting example

Why it works

Cross-sell newsletter campaigns

This retargeting example builds on an existing customer relationship to introduce relevant add-ons or upgrades. After a user installs or actively uses a product, cross-sell emails expand value by suggesting tools that naturally fit their needs.

MacPaw follows up after CleanMyMac X usage with a thank-you message, then smoothly promotes related products at a discount.

macpaw cross sell example

Why it works:

Post-purchase follow-ups

Post-purchase emails are a smart form of email retargeting because they reconnect with customers after delivery. The goal isn’t to sell right away, but to keep the conversation going and turn a completed purchase into long-term value.

Here, Jotoys follows up shortly after the order arrives to ask for a quick review. It’s a low-effort ask that benefits both sides: customers share their opinion, and the brand collects feedback and social proof it can reuse across product pages and future campaigns.

Subject line: ⭐️ Maria, what did you think about ukio Letters to nowhere Series Figures Blind Box

jotoys post-purchase email remarketing example

Why it works:

Feature or usage-based nudges

Feature- or usage-based retargeting is triggered when activity slows, features go unused, or key actions are missed, guiding users back into the product with a clear and timely next step.

In this example, Grammarly notices a drop in writing activity and steps in with a weekly progress update. The email gently reminds users what they’re missing, shows what they could unlock next, and pairs the nudge with a limited-time upgrade offer.

Subject line: 🏆 Weekly progress + 55% off Pro!

grammarly usage-based nudge

Why it works:

Retargeting Customers at the Right Time

While email retargeting doesn’t deliver instant spikes the way ads sometimes do, over time, it can bring back lost sales, strengthen retention, and make every visit more valuable without constantly asking for more budget.

For brands that think beyond the next click, email retargeting becomes a long-term advantage. And if you want a simple way to get started, Moosend gives you the tools to track behavior, automate follow-ups, and turn intent into results without overcomplicating the process.

FAQs

Here are some common questions regarding email retargeting:

1. How long should I wait before sending a retargeting email?

It depends on the trigger. For high-intent actions like cart abandonment, 30 minutes to a few hours works best. For product views or re-engagement, waiting 1–3 days often feels more natural. The key is to send while the intent is still fresh, not after it’s gone cold.

2. Can email retargeting work without discounts?

Many of the strongest examples rely on reminders, availability updates, convenience, or reassurance rather than price cuts. Discounts are useful, but relevance, timing, and clarity usually drive better long-term results.

3. What’s the biggest mistake brands make with email retargeting?

The biggest mistake is treating it like a one-off campaign. Email retargeting works best as a system. That means clear goals, proper segmentation, testing, and ongoing optimization. Brands that “set it and forget it” miss out on most of the value.

Let’s say you run an eCommerce store or a hospitality website. Traffic looks good, leads are coming in, newsletters are getting opened, but revenue isn’t moving. Often, the issue isn’t visibility, but how you’re using event-based email automation.

If you’re not reacting when someone abandons a cart, leaves mid-booking, or drops off before scheduling, you’re leaving revenue behind. Event-based workflows are triggered promptly, with relevant follow-ups as soon as an action occurs, so no opportunity slips through the cracks.

But how does event-based automation work? Why are automated emails different from scheduled email campaigns like newsletters? And how do you set up and optimize your email sequences?

This guide will help answer all your event-based email marketing questions.

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What Is Event-Based Email Automation?

Event-based email automation sends messages in response to subscribers’ actions rather than on a fixed schedule.

Emails are triggered by real-time actions such as signing up, exiting a page, or purchasing, allowing you to respond to individual behavior. This is why they differ from batch emails (like newsletters or product launches) that send the same message to your email list at once.

Some common examples of event-based automation workflows are the following:

In Moosend’s platform, event-based email automation workflows look like this:

event based email automation

This is an email automation template (or recipe, as we call it in Moosend) that can streamline your onboarding efforts. The event—or email trigger—is the action of subscribing. As you can see, the workflow includes branching logic that’s fully customizable to align with your email marketing strategy.

The Benefits of Event-Based Automation

Using triggered emails changes how and when your campaigns reach subscribers. Below, we break down the advantages this brings to engagement and conversions, and how they nurture leads.

Better timing

Email triggers let you respond while there’s still high intent. When someone performs a specific action (like abandoning their cart), they’re in a “decision moment.” An automated email sent right then feels expected. If you wait until your next batch send, that moment passes, and so does attention.

Relevance at scale

Triggers not only control timing, but also determine why you send and what you say.

A signup trigger can start onboarding, a page-view trigger can send a product guide, and a date-based trigger can send a renewal reminder. Add conditions such as location, interest tags, or lifecycle stage, and a single workflow can send personalized emails to thousands of subscribers without you having to hand-pick segments each time.

Better intent-to-message match

Event-based emails typically perform better because the content matches a real user action. For example, with eCommerce email automation, you can generate follow-up emails that respond to browsing or cart behavior. That way, the message goes beyond that of batch email marketing campaigns (like newsletters) and describes the next logical step:

ecommerce event based email automation example

This is an abandoned cart email from Burga. It arrived in my inbox after I left items in my cart. The subject line alone made me open it because it was both thoughtful and attention-grabbing. And since the intent was for me to go back and purchase, the CTA also matched:

abandoned cart email example

Here, the path of this trigger was clear:

And in my case, it worked. This email not only boosted the brand’s open and click-through rates, but also its conversion rates.

Consistency and fewer human errors

Triggers don’t forget. Automations send the predefined message whenever the event occurs. And since the functionality is no longer manual, the human factor can be almost eliminated. That reliability is exactly why event-based email marketing makes sense for your brand’s marketing strategy.

How to Set Up Your Event-Based Automation

In practice, every event-based automation follows the same core structure, regardless of the trigger and automation tool you use.

1. Identify the event

What behavior brings users closer to the outcome you want? Start with the action that signals intent.

This could be a sign-up, a link click, a page view, a webinar registration, inactivity, or another measurable action. Use your email metrics and behavioral data to determine which events indicate meaningful engagement.

For example, if your data shows that users who visit your pricing page twice are more likely to convert, that visit can become your event. Strong events are specific and tied to a real moment in the customer journey, so your automation doesn’t feel random.

2. Select the trigger

Every automation workflow starts with one clear trigger. This is the action that sets everything in motion.

In your automation builder, choose the trigger that matches the event you identified. This ensures subscribers enter the workflow immediately after taking the relevant action. The clearer and more precise your trigger is, the more aligned your message will feel.

3. Define the rules and segmentation

Next, decide who qualifies and how they move through the flow. Use email lists, tags, custom fields, and segments to determine which subscribers should enter the automation. Then apply conditions inside the workflow to define different paths.

weather based event emai automation example

Try this recipe

Here’s one of Moosend’s email automations, specifically the “Re-engagement email based on weather” recipe, which tailors messaging to weather conditions.

After the trigger fires, the workflow uses a Filter step to check subscriber information (e.g., location) and contextual data (e.g., the weather in said location). This condition evaluates whether the criteria are met and routes the subscriber down the appropriate path.

4. Design the actions

The result of the above automation is that the workflow can split into two different outcomes:

That way, subscribers looped in this workflow only receive relevant emails that match their actions, interests, or lifecycle stage.

Depending on whether a condition is met, subscribers can receive different messages, enter separate sequences, or exit the automation entirely. This structure allows a single trigger to power multiple outcomes without any manual effort, ensuring each subscriber receives the most relevant follow-up.

5. Create your email campaign

Now, build the email and ensure it fully aligns with the trigger and conditions.

Let’s take a “Re-engagement email based on weather” automation as an example.

If the condition detects warm weather, you could use a personalized email template with visuals, subject lines, and offers that reflect heat, travel, outdoor products, or seasonal promotions.

moosend email template example

Try this template

If the condition detects cold weather, you would shift the messaging accordingly using winter-themed visuals and focusing on cozy products, indoor experiences, or seasonal sales.

At this stage, personalization should go beyond a generic greeting. Use dynamic content so the message reflects the subscriber’s context without requiring multiple separate campaigns.

6. Test and measure performance

Before activating your automation, test it thoroughly. Trigger the workflow with a test action to confirm:

Once live, measure performance based on the goal defined in step one. Go beyond open and click-through rates and track what the trigger is meant to drive, whether that’s activations, webinar attendance, or increased sales.

Use those insights to adjust timing, subject lines, or messaging so the automation continuously improves over time.

Below are practical, high-value triggers you can set up fast and use throughout your email strategy. For each email automation example, you’ll see the trigger, a flow with timing and conditions where it matters, why it works, and one pro tip to keep it clean and effective.

Newsletter signup

Welcome people at the exact moment they’re most attentive and quickly teach them what your emails are for.

Event: A new subscriber joins your list.

Automation flow: Send a welcome email and set expectations immediately. Make sure your content delivers quick value.

Keep the first email focused on one action (set preferences, view a guide, start a trial). Too many CTAs can dilute your message and confuse the recipient.

Cart abandonment

Recover revenue by matching the customer’s hesitation with tailor-made and timely messages.

Event: A cart is created, but checkout isn’t completed.

Automation flow: Craft a reminder with product images and a CTA with a direct return-to-cart link after the action.

Don’t forget to add a condition to suppress this flow when stock is low, or the cart value falls below a threshold.

Key action completed

Reinforce momentum and turn a first success into a habit.

Event: A user completes the core action they signed up for (e.g., creating their first campaign, inviting a teammate, connecting an integration, etc.).

Automation flow: Deliver a short “nice progress” message that confirms what they did and why it matters.

Keep this email short by celebrating, guiding, and giving one next step.

Winback automation campaign

Protect deliverability, reduce unnecessary sends, and give people a clean way to stay subscribed on their terms.

Event: No opens or clicks for X days, or no login for X days.

Automation flow: Send a preference check with a relevant subject line (“Still want these emails?”). Include options for recipients to change their preferences.

Add a condition to exclude recent customers or users with support tickets. They may be inactive in email but active elsewhere.

Anniversary email campaigns

Predictable timing makes planning easy, and personalized content makes it feel thoughtful.

Event: Birthday, signup anniversary, subscription renewal window.

Automation flow: For birthdays or anniversaries, send a simple message with a small reward (offer, perk, content) tied to their relationship with you.

For renewals, create benefit-driven content that highlights what they keep or what they can get before you mention price.

Event-Based Email Automation Best Practices

Making all individual components work isn’t a walk in the park. This is why, besides investing in proper automation software, you need to follow some general best practices:

Turning Events into Results

Instead of relying on fixed schedules, event-based email automation lets you respond to real behavior with timely, relevant messages that move people forward.

Start with two or three high-impact triggers, track how subscribers respond, and refine your flows as you learn. Over time, these small automations add up to a more consistent, effective email marketing strategy.

Build your first event-based automation with a simple trigger, smart segmentation, and a workflow that adapts to subscriber behavior, then optimize as you learn.

FAQs

Now let’s answer the most common questions around event-based email automations.

1. What’s the difference between email automation and event-based automation?

Email automation is the process of sending emails automatically rather than manually. Event-based email automation is a type of automation in which emails are triggered by subscriber actions, so timing is driven by behavior rather than a fixed schedule.

2. What are the most effective event triggers?

The strongest triggers are tied to clear intent or milestones, including newsletter signups, lead magnet downloads, product or pricing page views, cart abandonment, first purchases, trial signups, and inactivity. These moments signal readiness for a specific message.

3. How many emails should an event automation include?

Most event-based automations perform best with a short sequence of one to five emails. The goal of each email should be to support the next logical step.

4. How do you avoid over-emailing?

Use exit rules and conditions to stop automations once a goal is reached. Triggers should react to behavior and nurture leads further down the funnel.

5. Is event-based email automation difficult to set up?

Most event-based automations are straightforward once triggers and goals are clearly defined. Starting with simple workflows helps you build confidence before adding conditions and branching logic.

While it’s tempting to want to show up in your audience’s inboxes every day, prioritizing sending tons of emails over conducting market research isn’t the healthiest marketing approach.

Strong email marketing starts before you hit send. Market research helps you uncover real audience insights, track changing demands, and shape campaigns that actually convert.

In this guide, we’ll walk through the most effective market research best practices for email marketing and show you why understanding your audience matters more than increasing send volume.

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What is Market Research?

Market research is the process of gathering and analyzing information about your audience, competitors, and industry to make informed decisions.

In email marketing, it helps you understand who your subscribers are, what they care about, and how they behave, so you can send relevant messages that drive engagement and conversions.

Why Conduct Market Research Before an Email Campaign

Fast-growing companies invest heavily in research and development (R&D) from the start, and that mindset goes beyond product development. Marketing needs it just as much.

In fact, 80% of companies that use market segmentation report increased sales. Across industries, the majority rely on research to guide their strategy: 77% of B2B, 82% of B2C, and 83% of B2B2C businesses use it to shape marketing decisions.

Before you launch your next email, here’s why market research should come first.

Helps you uncover gaps in the market

Too busy sending emails? Then you might miss opportunities to fill gaps in the market.

But if you conduct market research, you can spot insights that reflect crucial gaps in the market, so you can swoop in and fill them.

For instance, after conducting research, you might feel inspired to innovate your product to serve an unmet customer need. Or, you may notice your target audience’s messaging preferences are shifting, and their brand loyalty is following suit.

Let’s say you run a SaaS content marketing agency, and for a while, SaaS brands preferred content centered around snarky product comparison lists and high-performing keywords. However, after conducting research, you may discover that SaaS brands now prefer objective knowledge base articles and thought leadership blog content.

Had you not taken the time to perform updated research, you may have missed out on serving new SaaS clients that are on the hunt for agencies that specialize in these two types of content assets.

Reveals insights into your target market’s needs, preferences, and pain points

Market research provides important insights into your target market that aren’t available elsewhere.

market research best practices

Source

Sending too many emails without taking the time to keep up with consumer demands (which are always changing) can hinder you from understanding your target market’s most current needs, preferences, and pain points.

But do you know what happens when you’re up to date on these details?

You can craft email campaigns that are hyper-tailored to your target audience’s needs and preferences. This leads to better engagement and, ultimately, more conversions.

Lets you in on warnings and important industry updates

Putting minimal effort into market research is like watching the news once a month; you’ll miss crucial warnings and updates.

Whether it’s learning about a supply chain crisis that can directly affect your organization or discovering viral marketing trends, research is pivotal to staying ahead of the game.

For instance, if you’re a career coach, you might learn that jobs in Houston are drastically increasing. This is important to know so you can update your job-search clients and supply them with appropriate resources.

Or, if you’re in the fashion industry, you might learn that analysts are projecting a relatively slow sales growth next year.

Whatever the case, market research can help clarify key issues, enabling you to design contingency plans and proactive solutions as needed.

Helps you discover the latest buying and marketing trends

From discovering viral TikTok videos and Reels ideas to learning that Gen Zers are increasing how much they spend on digital experiences, market research lets you in on the latest buying and marketing trends.

While your business should never get in the habit of constantly following others, staying educated on buying and marketing trends can help you make sure you’re:

Provides a strong ROI

According to statistics, 95% of businesses have seen a positive return on investment (ROI) from their market research efforts. Even more impressive, 86% of companies report an ROI of more than 4x their original market research investment.

This means that for every dollar spent on understanding their market and customers, businesses are earning back four dollars or more.

Market research yields such strong returns because it helps you avoid costly missteps, such as targeting the wrong audience, launching ineffective campaigns, or investing in products and services that don’t generate interest.

This means your messages are hitting the right inboxes with the right offers at the right time. And this dramatically increases the chances of opens, clicks, and conversions.

Market Research Best Practices to Boost Your Email Marketing

Now that we’ve got the importance of market research over email marketing out of the way, let’s talk about the best strategies for executing said research.

1. Understand your target audience

Every campaign starts with the people you want to reach. Skip that step, and you risk writing emails that resonate with no one. Audience research helps you define who belongs on your list and how to communicate with them clearly.

One of the biggest mistakes is sending the same message to everyone. For example, are you promoting a premium skincare serum to your entire list, or only to subscribers who have shown interest in beauty products or anti-aging content?

Market research helps you uncover these patterns and segment your audience accordingly, so your emails feel relevant instead of random.

Tip: Create audience personas based on age, behavior, product interest, and past email engagement. Use your CRM software to tag and segment these groups.

2. Analyze recent customer data

If you’re already collecting data, you should be using it. Your customer behavior provides clear direction on which messaging will matter to them. Insights into financial behavior can also inform more relevant campaigns.

For example, credit score monitoring data highlights audience financial readiness, which can influence segmentation and personalized messaging for finance-related email campaigns. Using such data must be done ethically and in compliance with privacy regulations (such as GDPR, CCPA, and FCRA in the U.S.), especially when handling sensitive financial data.

Analyze purchase patterns, email open, click data, and time since last engagement. Break down your list by lifecycle stage (e.g., new lead, active buyer, lapsed customer) and send emails tailored to each stage.

3. Research your competitors

Competitor research shows you what your audience is already seeing. It reveals how others in your space are communicating, what gaps they’ve left, and where you can stand out.

Look closely at their emails. Review their tone, offers, structure, and frequency. Find out what’s missing or inconsistent, and use those insights to sharpen your own approach.

A good tactic is to sign up for competitor email lists. Track their subject lines, frequency, and tone. Use a spreadsheet to log their offers and timing. Compare their strategy with your own and identify any gaps or overused messaging in your industry.

Let’s look at an example. Say, your competitor is a wellness brand like The Fullest. They sell saffron-based products, and this email leans into the season:

the fullest email example

Source

What works:

This gives you a clear read on how they’re framing their products, the emotions they’re appealing to, and the way they’re guiding the reader through the page.

By looking at a few competitor emails like this side by side, you’ll start to see common overused tactics, gaps in their messaging, and ways your brand can bring something new to the table.

In this case, you might notice that The Fullest emphasizes lifestyle and education with soothing visuals. However, they don’t highlight user-generated content or interactive elements in their emails. This gives your brand an opportunity to engage customers more personally and build a stronger sense of community.

4. Gather market insights

Market research shows you what your customers aren’t saying directly. This includes industry trends, shifts in buyer behavior, and unmet needs across your audience segments.

Take CoSchedule’s recent marketing industry survey email as an example:

coschedule survey example

Instead of guessing what marketers care about in 2026, they directly ask their audience what’s working, what’s not, and what they’re prioritizing next year. That’s market research in action. They gather insights straight from their subscribers and use them to shape future content, features, and messaging.

This approach improves outreach efficiency and builds trust by demonstrating that you understand specific needs rather than pushing a broad message to everyone.

Tip: Subscribe to industry newsletters, review analyst reports, or run a short survey as CoSchedule did. Ask about content preferences, communication frequency, and evolving priorities to keep your email strategy aligned with real audience expectations.

5. Use social listening tools

If your audience is talking about your brand or category online, you should be listening. Social platforms, forums, and reviews offer immediate insight into what people care about and how they describe their needs.

These insights can inform email content that feels timely, familiar, and relevant to what your audience is already thinking about.

Here, you can use tools like Mention, Brand24, or Sprout Social to monitor keywords related to your brand, product category, and competitors. Track common questions, complaints, and suggestions. Use that language in your subject lines and email copy.

6. Test and experiment

Testing is how you turn research into results. When you experiment with different elements of your emails, you learn what your audience responds to instead of assuming.

Start with small changes. Try different subject lines, formats, and offers across segments. Use the data to make confident decisions about how to improve your performance.

Test one variable at a time (e.g., subject lines, CTA placement, header image). Run A/B tests with a statistically significant sample size. Lastly, use your email platform’s reporting tools to analyze performance and apply what works in future sends.

7. Integrate market research into email design

Design plays a role in how your message is received. Your research should guide choices around structure, language, tone, and content hierarchy.

Using an online grammar checker like Grammarly or Wordvice can help clean up your writing and make your emails sound more polished. But that’s only part of the equation.

If you’re sending emails without really understanding who your audience is, even perfect grammar won’t save your outreach. Instead of blasting inboxes, take time to understand who you’re talking to and what they care about.

Match your design to your target audience’s preferences. For example, if you’re emailing busy professionals, use concise copy, mobile-optimized layouts, and clear CTA buttons. If your audience prefers storytelling, lead with imagery and longer-form narratives.

8. Measure the impact of market research

Before launching a new research-informed campaign, benchmark your current metrics like open rate, click-through rate, conversion rate, unsubscribe rate, and revenue per email. Then, compare post-campaign data to track changes. Look at both overall performance and how individual segments responded.

If you’re segmenting by behavior or preferences, analyze which groups are most engaged. Are certain product-focused emails performing better with repeat buyers? Are informational emails getting more clicks from new leads?

Add optional feedback links or quick polls in your emails to collect qualitative responses. Even a one-question prompt like “Was this email helpful?” can reveal valuable trends.

Research should lead to measurable improvement. If it doesn’t, refine the process. Look for any weak points. For example, poor results often stem from a mismatch in targeting, tone, or timing. From there, examine your targeting, messaging, and timing to find where the disconnect happened. Then, adjust.

Market Research for Better Email Campaigns

Market research may feel time-consuming, but it’s what turns random campaigns into strategic ones. It helps you replace assumptions with clarity, sharpen your targeting, and send messages that actually resonate.

When you understand your audience, every email has a purpose, your offers feel relevant, your timing makes sense, and your conversions increase.

Yes, research takes effort. But so does recovering from campaigns that miss the mark.

Once you have the insights, tools like Moosend help you act on them with smart segmentation, automation, and data-driven optimization. You can try it for free and see how easy it is to turn your research into emails that connect and convert.

FAQs

Here’s some additional information on market research for email marketing.

1. How often should you conduct market research for email marketing?

Market research should be an ongoing process. At a minimum, review audience data and performance metrics quarterly. However, industries that change quickly may require monthly check-ins. Continuous research helps you adapt to shifts in customer behavior, preferences, and market conditions before your campaigns lose relevance.

2. What tools can help with market research for email marketing?

You can use various tools, including CRM platforms, email analytics dashboards, customer surveys, social listening tools, and industry reports. Website analytics and heatmaps also reveal how users interact with your content. Combining quantitative data with direct customer feedback gives you a clearer picture of what to improve in your email campaigns.

3. What happens if you skip market research in email marketing?

Skipping market research increases the risk of targeting the wrong audience, sending irrelevant content, and lowering engagement rates. Over time, this can lead to higher unsubscribe rates, poor deliverability, and reduced ROI. Without research, your email strategy becomes reactive instead of data-driven, making consistent growth harder to achieve.

Have you ever tried to narrate a funny experience but failed to recreate the atmosphere for your listeners? It’s hard to script a “had to be there” moment.

That’s exactly what real-time marketing capitalizes on: nurturing the raw energy of a live event or viral trend before the spark fades. By stepping into these shared experiences alongside your customers, you can boost brand awareness and strengthen your community.

If you’re ready to get in the game, check out these popular real-time marketing examples. Plus, learn best practices that’ll help you capitalize on the moments that can unite you with your audience on a deeper level.

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What Is Real-Time Marketing?

Real-time marketing (RTM) is the strategy of responding to live events, pop culture moments, viral trends, or customer feedback as they occur. Unlike traditional marketing tactics that require months of advance planning, real-time marketing happens almost instantly.

However, real-time marketing isn’t impulsive by nature. To succeed, you must know your target audience inside and out. This allows you to spot the specific triggers and messaging that will resonate with them while staying true to your brand’s identity.

Furthermore, a potent social media presence and a powerful content marketing strategy are prerequisites. Agility and connection help your brand stay relevant, from social listening and content creation to active community engagement.

Why Is Real-Time Marketing a Big Thing?

Why do SaaS and eCommerce businesses increasingly add a real-time marketing strategy to their playbooks? Given that customer attention is a brand’s biggest asset, the benefits go far beyond “just likes.”

Marketing teams find it hard to resist those profound advantages. But knowing which real-time triggers and responses actually work requires a strong foundation.

Real-Time Marketing Campaign Examples That Stand Out

You can’t move the virality needle without any inspiration. Here’s how notable brands responded to trending moments with creativity and innovation:

1. Oreo

Oreo Super Bowl campaign

The blackout lasted for 34 minutes, leaving the stadium in the dark. Within 10 minutes, Oreo tweeted a simple graphic with a cookie in the shadow, with the text: “Power out? No problem. You can still dunk in the dark.”

Why it worked: Imagine how many people were scrolling through X (formerly Twitter) during this moment, waiting for the game to restart in anticipation. This tweet had everything needed to grab their attention organically: timing, a fast-selling social media team, and a creative mindset. They even used the game-related word “dunk” to make it as relevant as possible to the sporting event.

2. Burger King

Burger King real-time campaign

While Burger King usually has an aggressive marketing style and often trolls its biggest competitors, during the COVID-19 pandemic, it pivoted their approach for a great cause.

In an unexpected campaign titled “Order from McDonald’s,” they encouraged fans to support competitive fast-food chains, such as McDonald’s, Subway, and KFC, to keep the industry alive. This initiative received high engagement and reposts, spreading quickly across social media.

Why it worked: This classy and empathetic move softened their sharp persona while still maintaining their witty storytelling. Given how hard the pandemic was for everyone, it showed the importance of standing together in times of crisis. This move not only boosted customer engagement and awareness, but also did genuine good for the industry.

3. Calm

During the latest US Elections, the “Key Race Alerts” were hectic to watch. Breaking news sounds, flashing images, and high-stakes data put everyone on edge. As an official sponsor, the mindfulness app Calm found a clever real-time marketing idea to ease those nerves.

After frantic updates, they aired 30-second silent ads. These featured a minimal animation of a rain cloud or a breathing exercise with the text: “We bought this ad space to give you 30 seconds of silence.” It was a positive version of the silent treatment.

Why it worked: This ad was a breath of fresh air, considering how other brands tried to grab attention with loud, flashing content during the airing. They provided viewers with what they needed the most: a moment of relief and a neutral space to just breathe.

4. Visit Oslo

With social media flooded with “expectation vs. reality” posts of travel destinations and tourists on a constant hunt for their next “cool-cation,” Visit Oslo decided to respond to this trend with the hilarious campaign “Is it even a city?”

They featured Halfdan, a 31-year-old local who was unimpressed and walked around the city, complaining about how “terrible” it was. However, the footage shown was more than inviting.

Why it worked: They used reverse psychology and irony, and, based on the comments, they clearly appealed to their target audience. They “criticized” the city for being walkable, atmospheric, quiet, and authentic, delivering the opposite of the intended complaints and making viewers want to add it to their travel lists immediately.

5. Barbie

Barbie selfie generator

When the first trailers of the Barbie movie launched, fans began obsessing over the “This Barbie is…” theme, taking their own selfies. It was as if everyone wanted to be a part of Barbieland.

The Barbie marketing team quickly capitalized on this trend by creating an AI Selfie Generator. Users could easily upload a photo, remove the background, and place themselves in the iconic Barbie movie poster frame by crafting their own tag. It was user-generated content at its best.

Why it worked: Not only did it result in great, sometimes hilarious Barbie-related content that conquered the Internet, but it also turned fans into brand ambassadors through social proof. Instead of a single massive ad, they created thousands of mini, personalized commercials directly by users.

6. IKEA

IKEA real-time marketing example

During the 2020 Euro Press Conference, the superstar athlete Cristiano Ronaldo appeared annoyed when he saw two bottles of Coca-Cola and quickly moved them out of the frame. He lifted a bottle of water and shouted “Agua,” which is the Portuguese word for water.

IKEA Canada didn’t let this moment go to waste. Within a day, they renamed their KORKEN water bottle “CRISTIANO” and posted on social media with the caption “Reusable bottle for water only.”

Why it worked: The response was incredibly fast, and the “solution” aligned perfectly with the brand’s identity and dedication to simple, functional products. By taking part in this global meme, they became both relatable and relevant.

7. Duolingo

Duolingo's death announcement

Duolingo is considered a leader in “unhinged” real-time marketing. It’s hard to forget what happened with their “Duo Is Dead” campaign in 2025. They shared a post across all social channels featuring their mascot, Duo, who appeared to have passed away.

What happened next? Conspiracy theories started to spread across the Internet, and this “tragedy” sparked massive interaction. The brand then announced that users could bring Duo to life by collectively earning 50 billion experience points on the platform. When the goal was met, they announced his return from the dead, with the caption “Legends never die.”

Why it worked: The brand became the “talk of the town” and delivered a masterclass in interactive storytelling. They even engaged big names like Doritos, FedEx, and of course, Dua Lipa, Duo’s famous obsession, in the comments. In total, they reached 1.7 billion impressions, and daily users increased massively as fans rushed to “save” their feathered friend.

8. KFC

KFC printed ad

In 2018, KFC turned a disappointing moment for customers into a viral campaign. Due to a logistics problem, KFC restaurants in the UK were forced to close. This was terrible news for customers who arrived at the outlets only to leave empty-handed.

In response, the brand shared a newspaper ad featuring an empty bucket, with the letters rearranged to read “FCK,” a bold, cheeky apology for the inconvenience.

Why it worked: It was a humble, humorous response to a supply chain failure that had severely impacted the customer experience. The ad was incredibly well-received because it felt authentic. By owning the mistake, they turned widespread disappointment into brand loyalty in a simple yet engaging way.

9. MeUndies

MeUndies real-time campaign

Now, let’s look at an email campaign from MeUndies. During a big sale, the site went down, leaving many customers empty-handed. They quickly pivoted by sharing an email with the subject line “Oops… You Broke the Site 😅.”

To restore customer trust, they extended the sale by an extra day so everyone could get what they wanted.

Why it worked: The response was fast and written in a lighthearted, apologetic tone. Sending this email was essential to regain trust and ease any potential frustration. It transformed a technical failure into a moment of brand personality.

Real-Time Marketing Best Practices

It’s hard to ignore the benefits of successful real-time marketing. Not to mention how creative and innovative it can be. But to get it right, you need a dedicated strategy.

Know your target audience in-depth

To thrive in real-time marketing, don’t just stick to demographics. Instead, master your audience’s psychographics. To capture their sentiment, you should know their values, fears, interests, and, very importantly, their sense of humor.

Buyer personas are necessary, as is sharing them with the creative team responsible for these initiatives. For example, if you’re targeting Gen Z, research the slang they’re using, but only use it if you’re sure it won’t sound “cringe.”

Also, always keep the audience preferences for each channel in mind. For example, a LinkedIn professional won’t necessarily resonate with the same story presented on TikTok. Adjust your messaging based on the platform.

Keep in mind that to be resonant, you must be useful. Knowing your audience’s needs and pain points will help you shape the right message for them. Don’t launch a real-time campaign just for the sake of the trend. Tie the campaign to a marketing goal that counts for both you and your audience.

Build an instant approval workflow

Acting fast doesn’t mean being unprepared. It’s important to build a quick approval system, free from typical bureaucratic hiccups, so you can act as quickly as possible. Anything that could slow down content production should be addressed in advance.

The key members who need to be on standby during live events typically include a creative lead, a brand manager, and a legal advisor. Together, they can generate the best ideas while preventing potential PR disasters.

Moreover, you should craft and share clear policies and guidelines to establish “safe zones” for humor and tone of voice, allowing team members to move decisively without waiting for constant approval.

Most importantly, remember that real-time marketing content doesn’t always have to be polished. Don’t waste time trying to create something stellar. In most cases, the more raw and authentic it looks, the better. You can also build a shared library of premade assets, such as on-brand templates or visual graphics, that are easy to adapt at a moment’s notice to save time.

Use Google Trends and social listening tools

Tools like Google Trends can help you identify spikes in interest so you can catch momentum early. “Top queries” are usually not enough. It’s best to filter by “Rising” and “Breakout” terms to stay ahead of the curve.

For seasonal trends, such as the Super Bowl, launch your real-time campaign before the event peaks. Otherwise, you risk getting lost in the noise created by other brands.

Once you spot a trend or live event that is worth your attention, cross-check it across platforms. Explore YouTube Search or TikTok to see what’s already being discussed and determine what unique value you can add to the conversation.

You can also use social listening tools like Sprout Social or Brand24 to dive deeper into conversations about current events, trends, and, of course, what’s being said about your product. For example, if a situation similar to the KFC or MeUndies mishaps happens to your brand, it’s vital to address it before the chaos takes over.

Send personalized messages with real-time data

To increase the impact of your real-time marketing, sync it with real-time data. Given that acting fast to gain early traction is already challenging, adding complex targeting to the mix can feel like a nightmare.

Beyond sophisticated tactics, such as updating your content dynamically during an event or adjusting your pricing based on demand, most modern CRM, email marketing, and social media tools already offer built-in features to help you stay top-of-mind.

Email marketing is great for quick personalization. Here are some ideas to explore:

The better news? Email automation software like Moosend or Constant Contact offers pre-made templates and workflows to bring most of those ideas to life without wasting extra time or budget.

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Engage with users in the comments

Your campaign is only the beginning. To boost customer engagement to its highest level, you need to stay engaged and interact with your audience in the comments. Make sure you are available for at least two hours after you go live, and run a few checks throughout the next few days.

Moreover, if your post receives a strong reaction and pivots into something new, such as a funny joke coming straight from the audience, create a follow-up that leans into it.

Overall, maintaining genuine, real-time interaction with users and fans will instantly make you feel like part of the same community. That is an invaluable asset for your brand.

Real-Time, Real You

Yes, real-time marketing isn’t just the key to virality; it’s also a quick way to reach consumers’ hearts and make them feel like they’ve known you for years. It’s the best recipe for long-term engagement and loyalty.

So, keep an eye on emerging trends and be ready to capture momentum as it starts. Think of the best storytelling and the right means to reach your audience. Whether it’s through a social post, an email campaign, or a print ad.

FAQs

Here are frequently asked questions regarding real-time marketing:

1. What is the difference between real-time marketing and automation?

While these terms are often used interchangeably, they represent two different gears. Real-time marketing is the immediate reaction to a live event or trend, whereas automation is based on pre-selected triggers or conditions.

2. What are the biggest real-time marketing mistakes many brands make?

Many brands try to join every trending hashtag, even when it has nothing to do with their product. This makes the brand look desperate and “cringe.” Timing is also critical; jumping into a trend too late can make your brand appear out of touch or unoriginal.

3. How can you measure the ROI of real-time marketing?

It depends on the strategies you use. For example, you can track if users who engaged with a specific real-time post visited your website, signed up for your newsletter, or made a purchase within a set window after the event.

You’ve sent friendly DMs to influencers, hit “send,” and… heard nothing back. Sound familiar?

While your message may have been engaging, social media inboxes are chaotic. From micro to mega influencers, creators receive hundreds of collaboration requests each week. Only a few stand out.

That’s why many brands turn to email. It’s a more direct and professional way to introduce your brand, personalize your pitch, and clearly explain the value of partnering with you.

In this post, we’ll explain why email works better for influencer outreach, share best practices for writing effective emails, and recommend tools to help you build lasting partnerships.

What is Influencer Outreach

Influencer outreach is the process of contacting content creators to propose a collaboration. Brands reach out to influencers to promote products, services, or campaigns in ways that feel authentic to the creator’s audience and support mutual goals.

The Pitfalls of DMs when Reaching out to Influencers

Sliding into an influencer’s DMs may feel quick and convenient, but it’s rarely effective.

Here are a few reasons why they aren’t the most ideal channel for professional collaborations:

Further reading: If you’re exploring influencer marketing for the first time, here’s a comprehensive Instagram influencer marketing guide that explains why this strategy works so well for building consumer trust.

Why Email Works for Influencer Outreach 

If you want outreach that feels structured and sustainable, email should be part of your strategy. It supports serious collaborations and makes it easier to manage growth as your influencer program expands.

Emails are more professional than direct messages

Email creates a different first impression. A clear subject line, branded signature, and structured proposal show that you treat partnerships as business agreements, not casual exchanges.

It also provides space for effective communication. You can outline campaign goals, expectations, timelines, deliverables, and next steps in one organized message. Attach media kits, briefs, contracts, and product details without clutter.

On top of that, email platforms provide visibility. Open rates, click-through rates, and replies help you understand what resonates and where to improve.

It’s easier to scale

As your campaigns grow, managing dozens or even hundreds of conversations manually becomes unsustainable. Email helps you create a repeatable process without sacrificing quality.

You can segment creators by niche, audience size, engagement rate, or past collaborations. Templates save time, while personalization tokens keep messages relevant and tailored to each influencer.

To support this process, many brands use influencer marketing platforms that centralize discovery, outreach, and reporting. Tools like Influencer Hero streamline high-volume campaigns through automation, while platforms such as Flowbox connect influencer collaborations with user-generated content.

You can build long-term relationships

One of the core benefits of email marketing is relationship-building, which applies directly to influencer outreach.

If your goal is more than a one-off post, email gives you the space to nurture partnerships over time. You can follow up after campaigns, share performance insights, send updated briefs, negotiate renewals, and exchange contracts in a clear and organized way.

Email also creates a documented communication history. Compared to DMs, expectations, deliverables, payment terms, and timelines are easy to find and revisit. This reduces misunderstandings and builds trust on both sides.

Instead of starting from scratch every time, you develop an ongoing conversation. Over time, influencers move from “collaborator” to long-term brand partner, which leads to more authentic content and stronger results.

Why is Automation Necessary in Influencer Outreach

Reaching out to influencers manually can quickly become time-consuming and difficult to manage.

As your list grows, tracking conversations, follow-ups, and responses without a system can slow you down and limit your ability to scale partnerships.

By using specialized tools like Moosend to manage your lists and automate sequences, you can contact large groups of creators while keeping communication organized and consistent. Automation does not replace personalization. It supports it.

Should you use an influencer outreach tool?

If you plan to run influencer campaigns consistently, using a dedicated outreach tool can make the process far more manageable.

How to Craft an Effective Influencer Outreach Email 

Your outreach emails become a direct representation of you as a potential partner. By standardizing your outreach with email templates while still prioritizing personalization, you can save time and improve your results.

1. Make a great first impression with your subject line 

According to data from Finances Online, 64% of recipients decide whether to open an email based solely on the subject line.

To improve open rates, include the influencer’s name and clear keywords like “proposal” or “partnership” to signal relevance and avoid spam filters.

To create a strong first impression:

Here are some simple subject line examples you can tweak for your outreach:

2. Build a relevant and valuable proposal

Beyond your subject line, tailor your email copy to match the influencer’s tone and audience. In the body of the email, clearly specify why the influencer is a good fit for your brand and how the collaboration would be mutually beneficial.

Here are some simple steps to follow to get it right:

3. Keep it authentic

Creators rarely have time to read long, information-packed proposals, so keep your message concise and respectful. Clearly outline your expectations, deliverables, and timelines without overwhelming them with unnecessary detail.

For example, instead of sending a long campaign brief upfront, you can summarize the opportunity in a few lines and mention that you’re happy to share more details if they’re interested.

At the same time, highlight that you value creative freedom. Influencers know their audience best, so mentioning that you trust their voice and style can make your proposal more appealing. Close your email with a single, clear next step, such as asking if they would be open to a quick call or requesting their shipping details. A focused and straightforward call to action makes it easier for them to respond quickly.

4. Follow up strategically

As mentioned earlier, influencers receive dozens of emails every day, and your message may get buried.

A good rule is to send your first follow-up 3 to 5 days after the initial email. If you still haven’t received a response, you can send a final follow-up a week later. In most cases, two follow-ups are enough. Sending more can feel excessive and hurt your chances.

Keep each follow-up short. Reference your original message, briefly restate the value of the collaboration, and include a simple question such as “Would you be interested in exploring this?” A polite, consistent approach increases response rates while maintaining a professional, respectful tone.

Influencer Outreach Examples

To see how these principles look in action, here are two examples of successful outreach emails.

Product-led invitation

This is a strong example of a product-led invitation email that combines personalization with a clear and simple offer.

Subject line: Chloe – Partnership inquiry from AuraGlow Skincare

influencer outreach

Why it works:

Benefit-driven collaboration

This example showcases an experience-led partnership combined with a clear commission incentive.

Subject line: Invitation: Exclusive Spa Day & Partnership with AuraGlow

auraglow email for reaching influencers

Why it works:

Influencer Outreach Follow-up Template

On average, sending one or two follow-ups can significantly increase your reply rate.

The key to a non-spammy follow-up is keeping it short and focused on value. Instead of simply asking “Did you see this?” briefly restate why the collaboration makes sense.

Template 1:

Subject: Quick follow-up: Partnership Invitation for {{ firstname }}

Hi {{ firstname }},

I wanted to follow up on my previous email regarding a potential collaboration.

We genuinely enjoy your content and believe our [Product Name] would resonate with your audience, especially because [One-Sentence Brand Unique Selling Point].

We’d love to send you a sample to try, no pressure. If it feels like a fit, we can explore next steps together. Would you be open to a quick chat?

Best,
[Your Name]

Template 2:

Subject line: Re: Collaboration idea for {{ firstname }}

Hi {{ firstname }},

I know your inbox is busy, so I wanted to follow up briefly on the collaboration idea I shared last week.

We’re currently finalizing partners for this campaign and would love to include you if it’s a good fit. The collaboration would involve [brief summary of the deliverable and its key benefit].

If now isn’t the right time, no worries at all. Just let me know.

Looking forward to your thoughts,
[Your Name]

Next Steps in Your Influencer Outreach

Email marketing has become one of the most effective ways to reach influencers and cut through social media noise. With a professional, clear, and scalable approach, brands can express genuine interest while presenting proposals that support campaign goals and build long-term influencer relationships.

As partnerships grow, the right tools make it easier to connect with hundreds of creators without losing personalization. By combining thoughtful emails with structured automation, you can improve reply rates and turn your next “yes” into a strong, lasting collaboration.

FAQs

Here are some common question about influencer outreach.

1. Why is email better than Instagram DMs for influencer outreach?

Email is more professional and organized. DMs often get lost in “Requests” folders or buried under fan messages. Email also allows you to easily attach contracts, track open rates, and maintain a clear thread for business negotiations.

2. How many times should I follow up with an influencer?

A good rule of thumb is to send 2 to 3 follow-ups. Spacing these out over a week or two ensures you stay on their radar without becoming intrusive. Many influencers miss the first email but appreciate the reminder.

3. What makes an influencer outreach subject line effective?

The best subject lines are personalized and clear. Including the influencer’s name and keywords such as “Paid Partnership” or “Collaboration Proposal” helps your email stand out and increases the likelihood of being opened.

4. How do I personalize emails if I am reaching out to hundreds of creators?

Personalization at scale is possible when you use the right systems. Most influencer outreach tools allow you to add dynamic tags that automatically insert details like the creator’s name, handle, or niche into your email templates.

Some platforms, such as Influencer Hero, offer AI-assisted suggestions based on recent content, helping you craft more relevant opening lines without manually writing every message. The goal is to streamline the process while keeping each email tailored and thoughtful.

5. Should I offer payment or free products in my initial email?

It’s best to be transparent from the start. Clearly state your offer, whether it’s a gifted product, an affiliate commission, or a flat fee. This respects the creator’s time and ensures you are both aligned on expectations before diving into the details.

Scaling an online store is exciting, but it’s also where many eCommerce brands get stuck.

More traffic doesn’t always lead to real growth, and bigger campaigns don’t always mean higher profits. To scale your eCommerce business the right way, you need tactics that increase revenue without adding unnecessary tools or extra work.

Email plays a central role in that process. It helps automate communication, build repeat purchases, and turn customer data into actions at scale. Moreover, when used alongside other channels like SMS, social media, or search, email becomes the system that keeps growth efficient and sustainable.

In this guide, you’ll learn how to use email-first strategies, supported by a few key channel combinations, to set your online business up for success.

Ready, set, scale!

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Scaling Vs. Growing Your Online Brand

Growing your eCommerce business usually means increasing output by adding more resources. It entails more campaigns, ad spend, tools, and manual work. Growth happens, but costs and effort rise at the same pace.

Scaling, on the other hand, is about boosting revenue without the extra cost. The focus shifts to automated systems, channel integration, and data that drive decisions. The best channel for scaling is eCommerce email marketing, which allows you to automate communication, personalize messages, and support other channels without creating extra workload.

In short, growth adds more, whereas scaling makes what you already have work better.

When Is Your eCommerce Business Ready to Scale?

Scaling too early can create more problems than growth. Before investing in advanced email automation and multi-channel campaigns, make sure the basics are working:

Once these foundations are in place, scaling becomes a matter of finding the right tactics and channel combinations.

Simple Strategies to Scale Your Ecommerce Business

With the basics covered, let’s see some email marketing tactics you can use to expand your business without additional cost.

1. Improve core email workflows that drive revenue

Most eCommerce brands already use basic automations. The real scaling opportunity comes from refining them using up-to-date customer behavior and purchase data. To do that effectively, focus on the automation flows with the greatest impact on revenue and optimize them.

Start with your welcome flows and improve their logic. Split subscribers by entry point and intent to keep journeys aligned with buying readiness and reduce manual segmentation. For example:

For browse and cart abandonment, focus on enhancing the decision logic and grouping shoppers by intent and product value.

Lastly, for post-purchase automation, replace repeat campaigns with behavior-driven flows. Divide customers by what they bought, how often they make purchases, and how long it usually takes them to reorder. For example:

2. Replace bulk emails with context-based messages

As your eCommerce business grows, bulk campaigns can become an issue. They’ll require more planning, copy, and sending volume, while returns will drop over time. To scale, you need to move away from “everyone should receive this message” and toward “the right message should reach the right customer.”

Start by identifying decision-making groups instead of sending the same campaign to your entire list. Basic personalization, like using a customer’s name in the subject line or copy, is rarely enough. To achieve better results, you need to decide who should receive the message.

Purchase frequency, average order value (AOV), and product categories are some signals that can help you create more relevant segments. By targeting campaigns based on behavior rather than sending bulk emails, you increase relevance without additional send volume or marketing spend.

Here’s an example from Fashion Nova using browsing behavior to trigger a targeted message.

Subject line: We Saw You Wanted This!

how to scale an ecommerce business

Instead of a bulk promotion, the email highlights items the shopper previously viewed, reminds them of the ongoing sale, and offers an additional discount.

To move from bulk messaging to targeted emails like Fashion Nova’s, base each campaign on context. Build emails around a single product or action and send them only to customers whose recent behavior justifies that message. Also, avoid the urge to hyperpersonalize every detail, as this adds noise and slows execution.

3. Focus on customer loyalty

Acquiring new customers gets expensive fast, especially when paid ads do most of the work. Email helps balance that by turning first-time buyers into repeat customers.

Loyal customers are easier to reach, quicker to convert, and more likely to buy again. This customer segment doesn’t need heavy persuasion, but timely, relevant communication.

This is where your campaigns can make a difference. New customers should receive short, value-driven emails that explain what your product does and why it matters.

Loyal customers, on the other hand, should get messages that reward their commitment and encourage return visits. To do that, you can offer early access to launches, let them unlock perks through purchase milestones, and trigger reminders based on customer activity instead of fixed dates.

Here’s an example from Natori, rewarding loyal customers with a private VIP sale.

Subject line: Exclusive Access: Extra 50% Off

natori private vip sale through email marketing

Before you plan your sequences, it’s important to avoid sending the same messages to loyal customers as to first-time buyers.

You can handle this with simple automation logic. For instance, trigger emails when a customer status changes (e.g., from first-time to repeat buyer), add a short delay, and then send a message that matches their stage. This keeps loyalty messaging relevant and effective.

moosend loyalty automation workflow for scaling an ecommerce business

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4. Use transactional emails for soft cross-promotion

Transactional emails aren’t marketing emails, and they shouldn’t be treated as such. Order confirmations, payment receipts, and password resets must remain free or promotional content to avoid harming trust and deliverability.

At the same time, transactional communication is essential to scaling eCommerce operations. These emails have some of the highest open rates, making them ideal moments to guide the next action, provided the promotion is placed strategically.

To capitalize on their traction, keep core transactional emails focused on the action they confirm. Then use follow-up messages tied to the same event to drive revenue or reduce future workload.

For example, you can:

If you want to add recommendations to the transactional emails themselves, shipping and delivery updates offer the most flexibility. When placed at the very bottom, clearly separated from the main message and related to the original purchase, they feel helpful rather than promotional.

Here’s a subtle example from Etsy’s shipping email that promotes relevant items.

Subject line: Your Etsy order shipped (Receipt #xxxxxxxxxx)

etsy shippign email marketing example

5. Qualify customers based on engagement

Not every subscriber needs the same level of attention, and treating them that way makes scaling harder than it needs to be. Email engagement gives you a simple way to see who’s actually paying attention before you invest more time or effort.

You can look for clear intent signals, such as clicks, repeat opens, and purchases that happen after an email is sent. These behaviors matter far more than how big your list is or how someone signed up.

Then turn that insight into rules you can act on. For example, flag subscribers as high-intent if they’ve opened or clicked at least one email in the last 30 days or completed a purchase after an email. Anyone outside that window is considered low-intent by default.

Once those groups are defined, adjust how you communicate with them:

This way, your campaigns scale by focusing on people who are already engaged, rather than pushing harder to the entire list.

6. Optimize campaigns using behavioral data

Email engagement can surely help qualify customers, but success depends on knowing which patterns are worth repeating. Your email platform already gives you this data for free.

Email marketing automation tools, such as Moosend, provide performance metrics for your eCommerce campaigns, making it easy to see which emails drive revenue.

moosend ecommerce report from the platform

You can also create custom reports to track revenue per email, conversions by segment, and repeat purchases. These insights help you improve your emails across the board, from copy and offers to send times and product placement.

A/B or split testing then allows you to compare small, controlled changes such as subject lines, offers, CTAs, or send times and identify which version delivers the strongest business results.

At scale, this type of testing shouldn’t focus only on higher open rates, but on validating decisions that directly impact revenue. An email with fewer opens but stronger revenue performance, for example, is often more scalable than one that performs well on engagement alone.

You can use A/B testing to:

For example, if a post-purchase email promoting a refill bundle outperforms a discount-based follow-up in repeat purchases, stop testing and apply that bundle across all relevant flows.

7. Use AI without sounding like everyone else

Right now, many eCommerce businesses use AI to speed up email copy creation, which often results in emails that look fine on the surface but feel familiar. Sadly, that sameness has become noticeable. When messages appear automated, customers disengage, and performance gradually declines.

A smarter approach is to protect originality and automate repetition. For eCommerce teams, this means using AI to handle tasks that slow execution without requiring creative judgment. Here’s what you can do:

At the same time, keep creativity, tone, and positioning as human as possible. Original content is what differentiates your brand as your audience grows. AI should support execution rather than drive your customer away.

For instance, instead of using AI to write a product launch email from scratch, use it to analyze past launches and reveal which angles drove repeat purchases. Then create the email copy yourself and use an AI writing tool, like ChatGPT or Moosend’s AI Writer, to refine structure and test variations without losing your brand voice.

moosend ai writer for email copy creation

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This approach prevents AI fatigue and keeps your brand distinct. And remember, scaling works best when systems do the busy work, and humans stay in control of the message.

Additional resources:

8. Reduce customer support load with educational emails

As order volume grows, customer support often becomes a hidden blocker. The more customers you have, the more questions come in. Without proactive communication, your support team spends time solving the same issues instead of handling real problems.

Email helps you scale by educating customers before they need help. Focus on identifying repeat questions your support team receives. Shipping delays, setup issues, returns, and “how do I use this?” emails are all signals that information is missing at key moments. Then, turn those answers into automated emails triggered by customer actions.

Here’s a good example from Visme. Instead of waiting for users to ask how timelines work, the email explains the concept, provides examples, and walks readers through getting started. The result is fewer “how does this work?” questions and more confident users.

visme educational email exampel for scaling yoru business

You can follow the same approach by:

Educated customers are easier to support and more likely to stay loyal. By automatically answering common questions, email reduces ticket volume and enables your support team to scale without increasing headcount.

9. Increase your credibility with social-proofed emails

As your target audience expands, so does skepticism around your brand. Social proof helps bridge that gap.

Instead of letting reviews live only on product pages, bring them into your emails. Collect feedback after purchase, then reuse short, product-specific quotes in sales campaigns, cart abandonment emails, or browse follow-ups.

Focus on reviews that answer common questions, such as quality or results, rather than generic praise.

Here’s how Harry’s uses customer reviews in a promotional email.

Subject line: Reviews that say it all✍️

harry's social proof in email example

The brand employs real customer voices, combining products with ratings and short quotes. As a result, the message shifts from “here’s what we sell” to “here’s what customers say,” which lowers hesitation.

10. Combine email with your social media platforms

Another mistake many eCommerce teams make is trying to sell directly on social platforms, where space and intent are limited. A more effective approach is to use social media to discover buying signals, then use email to act on them.

Publish short, product-focused content on platforms like Instagram, Facebook, or TikTok that highlights a single outcome or problem your product solves. Instead of linking straight to a product page, invite users to subscribe to your list for something specific, such as early access, restock alerts, a giveaway, or a limited drop. This helps you capture high-intent users without paying for more ads.

Once those users enter your email list, deliver a focused message that explains the value they’ll gain from you.

Here’s how e.l.f. Cosmetics use email and social media to drive more sales.

Subject line: NEW Glow Reviver Slipstick 💄 Only on TikTok Shop!

elf cosmetics email x tiktok cross-promotion

Instead of relying only on social reach, the brand uses email to clearly communicate timing, exclusivity, and free shipping in one place. Here, TikTok drives discovery, while email makes the offer repeatable and easier to share with a more engaged audience without extra spend.

Influencer content also fits naturally into this flow. You can reuse short influencer quotes or visuals inside email campaigns tied to the same products. This reinforces credibility at the exact moment customers are deciding, without paying for additional posts or running costly ads.

Additional reading:

11. Streamline the customer journey with email and SMS

Email and SMS work best together when each channel has a clear role. Email is designed for communicating larger amounts of information, while SMS is for speed. Scaling means using both without duplicating messages or overwhelming customers.

For instance, you can use email to do the heavy lifting. Explain the offer, product benefits, pricing, and any rules around sales or promotions. This gives customers the context they need to make a decision without pressure.

Then, you can use SMS only for moments that depend on timing. This includes reminders like “ending tonight” and “last items left,” as well as order-related updates such as “shipped” or “out for delivery.” Avoid introducing new information in SMS. Also, keep the copy short and directly tied to what was already explained in your email.

You can see this split clearly in action in this example from Kudu Coffee:

kudu coffee email x sms marketing example

The brand uses email to communicate the full context of the offer, including what’s included, what’s excluded, and when the sale ends. Later, a short SMS follows with a simple reminder that the flash sale is live, linking directly to the relevant collection.

12. Turn search demand into engaging emails

Now, what if you could use SEO to see what customers are already searching for, and email to act on that demand right away?

All you have to do is find trending or rising keywords in your niche using SEO tools like Ahrefs, Semrush, or Google Search Console. Then, look for keywords tied to problems, comparisons, seasonal needs, or emerging product categories. These signals show where demand is building.

Once you spot a keyword trend, use email to:

For example, when Netflix’s Stranger Things was trending, and searches for Joe Keery spiked, Mateo brand aligned its email campaign with that demand by featuring him wearing their jewelry on the cover of WWD.

mateo email campaign example to scale yoru ecommerce business

Instead of treating the moment as PR-only, Mateo used email to act on existing search interest. The campaign linked a trending topic to a relevant product collection and added a clear incentive to convert.

This shows how channels such as SEO and email can work together to deliver fresh, relevant content.

Scaling Your Ecommerce Business Successfully

At this point, the next step is simple. Look at what already brings in revenue and make it repeatable. That means doubling down on the emails, segments, and workflows that perform well and automating them, rather than launching more one-off campaigns.

Email gives you the visibility to do that. When you use engagement and purchase data to guide your decisions, scaling becomes easier to manage and easier to sustain.

If you’re looking for a single platform that helps you build, test, automate, and optimize these strategies without adding extra tools, Moosend gives you everything you need. From advanced automation and segmentation to reporting and multi-channel support, having your growth tools in one place saves time, reduces costs, and makes scaling sustainable.

FAQs

Here are some common questions on how to scale your eCommerce business.

1. Is email still worth investing in compared to newer channels?

Email marketing remains one of the few owned channels where you control audience access, messaging, and data. New channels can support growth, but email is what makes scaling sustainable because it doesn’t rely on rising ad costs or platform algorithms.

2. How long does it take to see results when scaling eCommerce with email?

Scaling with email is cumulative. Some improvements, such as abandoned-cart optimization or better segmentation, can increase revenue within weeks. Others, such as loyalty programs or review-driven campaigns, compound over months. The key is consistency and applying proven patterns across campaigns, rather than chasing short-term spikes.

3. Can small eCommerce businesses scale effectively with email, or is this only for large stores?

Email scaling is often more effective for small and mid-sized stores because it relies on automation and existing data rather than large budgets. Even with a modest list, optimizing workflows, targeting high-intent customers, and reducing manual work can unlock disproportionate growth.

4. How do you scale email marketing without hurting deliverability?

Scaling responsibly means sending fewer, more relevant emails. Focus on engagement-based targeting, suppress inactive subscribers, and let automation handle timing. When relevance increases, deliverability usually improves.

Once you move past occasional newsletters and start running promotions, onboarding, and lifecycle campaigns, email becomes a growth channel with real risk.

Misconfigured authentication, rising complaints, or sudden volume spikes can push even strong flows into the spam folder. And when customers can’t trust what shows up in their inbox, they won’t trust what you’re selling.

This is where a custom email domain comes into play. In this guide, you’ll learn what it is, why it affects deliverability, when it’s worth having one, and how to set it up in Moosend.

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What is a Custom Email Domain?

A custom email domain is a personalized email address that can point users and email providers directly to your brand.

Let’s imagine that your domain is the letterbox in your front yard that you own. Your letterbox is tied to your home address. To send or receive letters, people need to know where it is.

The same applies to a custom email domain. When you send emails from yourbusiness.com, you clearly show who the sender is and where messages come from:

Custom email domain sender

Going from [email protected] to [email protected] can give your brand credibility. But the bigger win is control over deliverability.

Once you use your own domain name for campaigns, you’re automatically choosing which domain will bear the consequences of your sends.

This includes bounces, spam complaints, and engagement signals that mailbox providers use to decide whether you belong in the inbox or the spam folder. A custom email address becomes the identity you build sending trust with.

Custom Email Domain Vs Free Email Domain: Key Differences

A custom email domain looks more legitimate than a free address. An email account like @yourdomain.com usually reads as “this is a real business,” while @gmail.com or @yahoo.com can feel personal, temporary, or even intrusive, especially when the same sender is running promotions, automations, and lifecycle sequences.

However, what subscribers see is often different than what harms deliverability. Mailbox providers don’t “rank” your message based solely on how professional your address looks. They evaluate whether your sending identity is stable, authenticated, and behaves like a sender people want in their inbox.

Free email providers can be fine for internal communications, such as vendor back-and-forth, HR, or simple operational emails. They can also be fine when you’re operating at a tiny scale, and the stakes are low.

However, free email domain providers that don’t come with custom domain abilities are weak for scaling businesses because they don’t give you the same level of control over:

What “Domain Reputation” Means in Email Sending

Domain reputation is the credibility score (formal or informal, depending on the provider) that mailbox providers associate with the domain name you send from. This is a deliverability input that influences whether your emails land in the inbox, promotions tab, spam folder, or get rejected altogether.

Every campaign, automation email, and “blast” you send adds more data to your domain’s history. Providers look at patterns over time, including:

Setting up a custom email domain places your domain front and center when you send. This action shapes your reputation over time.

Custom Email Domains and Deliverability

The real reason serious senders move off free inbox domains is because mailbox providers want proof that your domain is authorized, consistent, and accountable.

That “proof” entails authentication (SPF, DKIM, DMARC), alignment, and behavior over time.

Microsoft, for example, joined Gmail and Yahoo in imposing new requirements on high-volume senders and tying compliance to actions such as verifying alignment with the “From” domain. At the same time, Yahoo emphasizes alignment between the domain in your “From” header and your authenticated identity (a DMARC requirement).

Inbox placement and trust signals

Mailbox providers don’t evaluate your emails or email accounts the way a human reader does. They do it with signals. Now, the strongest ones come from a domain that can be authenticated and consistently tied to the same sender identity.

A custom email domain makes two deliverability fundamentals possible:

This is also why “branding-only” setups fail in email marketing. A pretty “From” name can’t compensate for an unauthenticated or misaligned domain, especially once you’re sending campaigns and automated flows at a substantial volume.

Sender reputation and control

With a free inbox domain, you’re essentially operating on borrowed real estate. You can send emails, but you’re not building a reputation asset you fully control. You’re also constrained by provider rules that aren’t designed for scaled marketing.

A custom domain flips that dynamic. First, you own the sending identity. Your brand’s domain name becomes the basis for campaign sending, lifecycle automation, and growth experiments without being tied to a single mailbox provider’s “personal inbox” context.

Secondly, you build a continuous reputation. If your team changes tools, mailbox hosts, or workflows, your sending identity doesn’t have to reset. You’re not dependent on the quirks of a free provider account or a single mailbox environment to remain consistent.

Lastly, you can implement the controls that mailbox providers expect. Gmail’s sender guidelines treat authentication as a prerequisite for sending to personal Gmail accounts, and call out that authenticated messages are less likely to be rejected or marked as spam.

DMARC alignment, spoofing protection, and security

On the deliverability side, DMARC is the mechanism that tells mailbox providers that only legitimate, authenticated sources are allowed to send campaigns.

On the security side, DMARC reduces the surface area for domain impersonation.

The Anti-Phishing Working Group reported 989,123 phishing attacks in Q4 2024, with phishing trending upward in the second half of 2024. Of course, DMARC won’t end phishing, but it does make it harder for attackers to spoof your domain convincingly.

Segmentation of sending identity (subdomains)

A common deliverability practice is to separate corporate and marketing emails using a subdomain. Many brands keep their business email on @yourbusiness.com and send marketing from a subdomain such as [email protected] or [email protected]. The goal here is to contain risk.

Marketing emails inherently have higher volatility due to list churns, occasional complaint spikes, seasonal volume surges, or even experiments with subject lines and offers. Keeping that activity on a subdomain helps isolate reputation impacts from core business communication.

Additionally, a dedicated marketing subdomain allows mailbox providers to evaluate that stream consistently, without “cross-noise” from unrelated mail sources, leading to more predictable reputation building.

What’s more, subdomains provide cleaner operational boundaries. You can separate authentication and sending infrastructure for different types of email (transactional, marketing, and business), making troubleshooting and governance much easier.

If you’re sending serious volume, running lots of automations, or operating multiple mail streams, subdomain segmentation is one of the simplest ways to keep your domain strategy resilient.

When to Set Up a Custom Email Domain

If you’re sending a high volume of marketing emails, a custom email domain will help you build a deliverability asset you can protect, measure, and improve. Let’s see the most common instances when you’ll need to set it up—not just for branding purposes.

You’re sending marketing or lifecycle emails

Even when everything is working, not every email reaches the inbox. Validity’s State of Email report states that 1 in 6 emails never reach the inbox. This one email could either land in the recipient’s spam folder or get filtered out by providers altogether. When you’re sending high-volume campaigns, monitoring sender reputation, list quality, and subscriber engagement matters, as they directly affect deliverability.

Therefore, if you care about inbox placement, complaint rates, and long-term sending stability, you need domain control through authentication and consistent identity.

Your list is growing

As your audience grows, small configuration and hygiene issues compound quickly. A deliverability dip reduces actual reach, as more emails end up in spam than are delivered.

If you’re investing in subscriber acquisition through landing page builder tools, subscription form creation, or promotional actions, poor placement turns that spend into waste because your email marketing efforts can’t reliably reach what you paid to build.

Furthermore, if onboarding and retention emails miss the inbox, the cost shows up later as lower activation and higher churn risk. Lifecycle email campaigns are often the safety net that catches your “nearly there” customers.

When discussing email marketing ROI, one stat keeps popping up: roughly $36 in return for every $1 invested. So, when ROI is that strong, losing deliverability is basically turning down a high-margin lever.

You’re investing in automation and personalization

Automations multiply your sending footprint through onboarding sequences, behavior-based campaigns, product education, and winback flows. As a result, you’re sending more messages overall, each triggered at the right time.

But automated workflows also multiply your exposure:

To keep your triggered email campaigns safe and maintain a secure email account, treat your own domain as part of the automation infrastructure. You wouldn’t trigger a revenue-critical flow without picking the right personalized email template, or without checking your custom fields, fallback values, and brand identity. Running the same flow on an unstable sending identity carries the same risk.

This is where your operational stack matters. If your acquisition flow relies on a website builder, web hosting forms, or integrations that feed leads into your ESP, small issues can scale quickly once templates and automations are live. A stable sending identity helps you distinguish between workflow issues and deliverability issues when performance drops.

You need a consistent brand and trust layer across touchpoints

At scale, email isn’t an isolated channel. On the contrary, it’s part of a system that includes your website, landing pages, checkout process, onboarding efforts, and support team. All these actions lead to retention. The domain is the common thread that makes the whole system feel legitimate.

A custom email domain supports that trust layer in two ways:

If your emails are intended to drive revenue (promotions), activation (onboarding), or retention (reactivation), you want the same level of brand consistency and technical accountability you expect from your website.

That consistency matters even when the customer journey starts elsewhere, like social media or paid ads, because email is often the first place subscribers look for branded details (outside your website).

When Not to Set Up a Custom Email Domain

So far, we’ve mentioned that a custom email domain is a strong move for marketing deliverability. However, it’s not automatically the right first move for everyone.

In some cases, the smarter decision is to keep things simple until there’s a clear reason to invest in domain setup and authentication.

You only send internal communication messages

If your email use is primarily for internal communications and revolves around team coordination, vendor back-and-forth, HR, invoices, or operational updates, you’re not solving the same problem as a marketing sender.

Of course, you could still use a custom domain for professionalism and control (e.g., @yourdomain.com for the team), but you don’t necessarily need to set up the infrastructure around it yet.

Marketing sending introduces different constraints that include list quality, complaint risk, volume variability, unsubscribe compliance, and reputation management. If you’re not running marketing campaigns or lifecycle flows, you don’t need to optimize for inbox placement at scale.

You’re an early-stage marketer

If you’re sending early creator newsletters, small community updates, or personal project communications once a month to 50-100 people who already know you are, the deliverability risk profile is different. Here, you’re not dealing with volume spikes or complex automations, and you’re not running the same risk as a full-fledged marketing campaign does, where one bad send can tank performance for weeks.

That said, it’s important to secure your domain early, even if you don’t use it for sending yet. Domain choice is a brand asset, and you don’t want to build recognition around a name you can’t lock down later.

Acquiring the domain and setting up the basics, such as your website, redirects, or perhaps a simple landing page, gives you ownership. After that, you can move email sending onto it when your list size and frequency justify the operational overhead.

You aren’t ready to maintain & authentication hygiene

A custom email domain won’t magically improve deliverability if it’s misconfigured.

Mailbox providers increasingly treat authentication as table stakes. For example, Google’s Email Sender Guidelines include domain authentication (SPF and DKIM) and recommend DMARC (which is required for higher-volume senders). As a result, Google explicitly links compliance to delivery outcomes such as rate limiting or spam/rejection.

If you’re not prepared to publish and maintain SPF, DKIM, and DMARC correctly—and keep them accurate as your sending sources change—you can do more harm than good. Especially if you accidentally set up conflicting SPF records or enforce DMARC before you’ve validated all legitimate senders.

In that case, the better move is to keep marketing sends to a minimum, or even delay them until you can implement the setup properly. After all, nothing hurts deliverability faster than damaging a domain’s early reputation with authentication mistakes and inconsistent sending.

How to Get a Custom Email Domain

If you want to get your own custom email domain for marketing use, there are two paths to take.

The “fast path” is buying a domain and creating an address. The “smart path” is choosing a sending structure you can scale without repainting your letterbox later.

Step 1: Buy your domain

Pick a domain that the inbox can live with for years. Keep it short and pronounceable. If someone hears it once on a podcast, sees it once on a referral form, or bumps into your website, they should be able to remember it and type it correctly.

Secondly, ensure your brand and website match. Your email identity should reinforce the same level of trust as your site and landing pages.

After that, keep an eye out for friction points. Hyphen-heavy domains and “too-clever” spellings increase typos, support tickets, and fake-look risks.

Also, be practical with your Top Level Domains (TLDs). The TLD is the last part of your domain (i.e., .com or .io). Less familiar extensions can create hesitation when recipients scan your custom email address. This, in turn, can introduce unnecessary doubt that can hurt initial trust and engagement, especially in promotional or lifecycle emails.

At the practical level, domain registration is handled by a domain registrar (e.g., GoDaddy or Hostinger). If your domain is bundled with web hosting, a website builder, or another hosting service, double-check that you still have full control of your domain settings.

Pricing is often low for the first year but can increase on renewal, so it’s worth checking long-term pricing before committing, especially if the domain is tied closely to your business name or will be used across all customer-facing communication.

Step 2: Decide between the root domain and the subdomain

Root domain (e.g., @yourbusiness.com) is your primary identity. It’s often used for business emails and customer-facing communications. Subdomains (e.g., news.yourbusiness.com, mail.yourbusiness.com) let you separate streams and contain risk.

A clean, scalable pattern looks like this:

Choosing between a root domain and a subdomain for marketing email comes down to risk tolerance and operational maturity. Sending from the root domain keeps everything under one identity, which can strengthen brand recognition and simplify setup. There’s also only one domain to authenticate, monitor, and maintain. For smaller programs with controlled volume and clean lists, this can work well. However, the trade-off is exposure. Any marketing-related deliverability issue (like complaints, spikes, or misconfigurations) affects the same domain used for core business communication.

Subdomains, on the other hand, introduce separation. They give marketing its own reputation surface, making it easier to isolate experimentation and volatility without risking business emails. The downside is more DNS records to manage, additional monitoring, and a longer setup path.

The choice ultimately depends on how important email is to your business today, and how much margin for error you’re willing to accept as you scale.

Step 3: Choose how your domain will be used

When you get a custom email domain, you’re deciding which systems are allowed to send email on behalf of that domain, and for what purpose.

This matters because the same domain can power very different types of email, each with its own technical and reputational requirements. Treating them as a single entity is how teams end up with broken authentication, conflicting DNS records, and deliverability issues that are hard to trace.

In practice, most businesses use their domain in two distinct ways:

Inbox hosting (human-to-human email):

Marketing sending (one-to-many email)

When you get a dedicated ESP, like Moosend, Constant Contact, or Mailchimp, you don’t replace your inbox provider. Your ESP connects to your domain at the DNS and authentication level, allowing you to send campaigns and set up automations using your custom domain, regardless of where your team’s inboxes are hosted.

Both inbox hosting and marketing platforms can (and often should) use the same domain, but they must be configured deliberately so each system is properly authorized and aligned. That coordination is what protects your domain’s reputation as your sending grows.

Making this decision before you touch DNS prevents conflicts later and sets you up for a clean authentication and deliverability setup when you move into the next steps.

How to Set Up Your Custom Email Domain

Once you’ve decided what domain you’ll send from (root or subdomain), the next decision is which email service provider (ESP) will send on its behalf and how that connection is implemented.

In the steps below, we’ll walk through this process on Moosend’s platform, showing what to configure, what to double-check, and where teams typically get it wrong. The steps are platform-specific in execution, but not in logic.

Confirm DNS access, sending domain, and ownership

First, you’ll need direct access to your domain’s DNS settings through your hosting provider. This is where authentication records are published and verified. Without DNS access, you can’t authorize any ESP to send email on behalf of your domain, so the setup can’t proceed.

You should also decide which domain to use for sending. Whether you choose the root domain or a subdomain, the key requirement is consistency. Domain reputation accumulates over time, changing domains later resets that history.

At the same time, define a sender policy. Decide which “From” addresses are allowed for campaigns and automations, and keep them stable. Constantly introducing new sender identities weakens recognition and trust signals.

Finally, clarify ownership. Moosend provides the SPF, DKIM, and DMARC records, but you’re responsible for adding them to your domain’s DNS and keeping them up to date over time.

Add and verify a sender

Adding a custom email domain with Moosend is simple.

First, you need to insert a sender address. This is what triggers the DNS/authentication instructions.

To do so, log on to your Moosend account and go to “More.” Click on “Settings” and then “Senders.”

Adding and verifying a sender

Next, select “Add New” and enter your sender details:

create new sender

Keep in mind that, for deliverability reasons, prefixes like “no-reply,” “admin,” and so on aren’t allowed in sender email addresses. You can use an email address that you have assigned for a specific cause, like [email protected].

Once the sender is added, stay on the Senders page. This is where Moosend verifies that your domain is properly authenticated.

If the required DNS records are configured correctly, the SPF and DKIM checkboxes will be marked as complete.

After adding the sender, Moosend sends a verification email to confirm you control the address. Separately, SPF and DKIM status will update once you publish the required records in your domain settings.

If the sender doesn’t pass verification, the “Verified” checkbox will remain empty. This usually happens for one of the following reasons:

At this stage, it’s important to remember that adding and verifying a sender does not yet authorize Moosend to send emails on your domain’s behalf. To do that, you need to authenticate your domain at the DNS level.

Authenticate your domain (SPF, DKIM, DMARC)

Domain authentication is what mailbox providers use to verify that Moosend is allowed to send emails using your domain. This happens through DNS records (SPF, DKIM, and DMARC).

Now, let’s locate your DNS records in Moosend. From the “Senders” page, find the sender you just added and click the “Set up SPF/DKIM” button. This opens the DNS configuration view, where Moosend displays the SPF and DKIM records required to authenticate your domain:

dns record verification

Copy the DNS record values shown by Moosend and add them to your domain’s DNS settings. For each record, make sure the type, host, and value match exactly. Once the records are published, allow some time for DNS propagation. Moosend will automatically detect the changes and mark the records as verified once they’re visible.

Unlike SPF and DKIM, DMARC isn’t configured in Moosend. Instead, it’s added directly to your domain’s settings. Moosend doesn’t generate a DMARC record for you; it simply expects one to exist.

If you don’t have DMARC yet, start with a monitoring policy to see what’s being sent on behalf of your domain before enforcing stricter rules.

What Moosend does is offer a free DMARC Checker that lets you verify whether a DMARC record exists for your domain and whether it’s correctly configured. It’s a quick way to confirm your setup before moving on or tightening your policy:

Moosend's free DMARC checker

You can monitor the verification status of SPF and DKIM from the “Senders” page. Once Moosend successfully detects the records, they’ll be marked as verified, confirming that your domain is authenticated and ready for sending.

What to Do after Setting Up Everything

Once authentication is in place, alignment keeps deliverability stable over time and helps you avoid deliverability killers by ensuring the pieces you’ve already configured don’t drift apart.

Here’s what to check:

Warming up your custom email domain

But what happens if your domain or sending identity is new? Here’s where we introduce a warm-up plan.

Start by sending to your most engaged contacts. These would be people who have opened or clicked recently. Gradually increase volume over time, instead of blasting your entire list at once. This allows mailbox providers to observe positive engagement patterns and build confidence in your domain.

As you warm up, keep an eye on the following:

If you notice spikes in bounces or complaints, pause and adjust before increasing volume further. Ignoring these issues early on is one of the fastest ways to damage a new domain’s reputation.

Once everything is aligned and warmed up, your work is done. From here on, deliverability becomes a matter of consistency. Send regularly, keep your lists clean, and monitor performance as you scale.

If you add new tools later (CRMs, support systems, invoicing platforms), remember to revisit authentication and alignment. Your domain is a shared asset, and every new sender affects it.

Best Practices to Maintain a Healthy Custom Email Domain

A healthy custom email domain is an ongoing asset. Once you’re authenticated, your reputation is shaped mostly by who you email, how consistently you send, and how recipients respond.

List hygiene, consent, and sending behavior directly impact deliverability. If your lead generation efforts aren’t optimized, every action that follows gets harder with higher email bounces, higher complaints, and weaker engagement. To keep your domain trusted:

Do You Really Need a Custom Email Domain?

If email is part of your growth strategy, a custom email domain gives you control over deliverability, sender reputation, and long-term trust with mailbox providers.

You might get away without one early on, but as your audience grows and your sending frequency increases, relying on a free inbox domain quickly becomes a constraint rather than a shortcut.

The good news is that setting up and maintaining a custom email domain doesn’t have to be complicated. With the right authentication in place and a clear sending strategy, you can build a reputation that supports your campaigns instead of working against them.

FAQs

Now let’s answer some of the most common questions regarding custom email domains.

1. How can I get a custom email domain?

You start by buying a domain, then decide whether you’ll send from the root domain or a subdomain. From there, you publish the required authentication records (SPF, DKIM, and optionally DMARC) in your domain’s settings and verify them in your email service provider. Once authentication is complete, you’re ready to start sending.

2. Should I use a subdomain for marketing emails?

In many cases, yes. Sending from a dedicated subdomain (for example, news.yourdomain.com) helps isolate marketing traffic and reduces risk to your primary domain if something goes wrong. It’s a common approach for brands that rely heavily on email marketing.

3. How long does domain verification take?

Verification depends on DNS propagation. Once records are published, they may be visible anywhere from a few minutes to 48 hours. Moosend verifies the domain as soon as the records are publicly accessible.

4. What happens if authentication is misconfigured?

Misconfigured authentication can lead to emails being marked as spam, rejected outright, or taking much longer to build a positive reputation. Fixing authentication early is far easier than recovering a damaged domain later.

5. Do SPF, DKIM, and DMARC guarantee inbox placement?

No. They’re required to send reliably, but they don’t override poor sending practices. Inbox placement still depends on factors like engagement, complaint rates, bounce rates, and sending consistency.