Decode Email Marketing Lingo: A-Z Glossary

Created On:
June 29, 2022
Updated On:
May 3, 2024
How to Create an Email Marketing Funnel

Email marketing is a powerful tool for reaching your target audience and converting leads into loyal customers.

However, to achieve the desired results, it's crucial to create an engaging funnel that attracts and nurtures your readers.

With advancements in technology, implementing email marketing funnels has become more accessible than ever before.

Think of the email marketing funnel as a rail track that guides potential customers from point A to B, ensuring they don't get lost along the way.

In this blog post, we'll provide you with a step-by-step guide on how to create an effective email marketing funnel that drives conversions.

What is a Marketing Funnel?

The marketing funnel serves the purpose of attracting and converting customers. This tried-and-true system has been used for generations, with modern updates such as social media and email marketing campaigns.

Setting up a measurable automated system throughout the customer journey allows you to better understand your customers' expectations. Obtaining an email marketing tool is the initial step to kickstart your marketing journey.

What is an Email Marketing Funnel?

First and foremost, let us understand why we need a marketing funnel through email. Your email list is your asset, one of the few you have control over. Wherein social media sites change algorithms very often. Though you can't rely solely on them to reach customers, they're worth considering if used alongside other channels such as advertising websites where users place ads directly onto pages themselves.

This is an excellent way to get your customer on board with the product. Educational content and persuasive selling will guide them through each buying stage, which means that you'll have more chances for conversion.

In the current scenario, it is more important than ever to have a strong customer experience. It captures how your potential customers interact with and hear about you before making any purchases from the beginning until they become regular customers.

The email marketing funnel is a strategy that creates automated emails to engage with potential customers at just the right time. Then, when you're ready, your software will send out relevant information about your products or services so they can be converted into buyers.

You can increase your profits by investing in the creation of email funnels. This will allow you to send targeted messages and grow a list, which is crucial for any marketer.

Let's take a closer look at the marketing funnel stages for the email sequence.

  • Awareness: The goal of the awareness stage is to capture people's attention and get them on your email list. A welcome email introducing your brand can be an effective way to achieve this.
  • Consideration: The goal of the awareness stage is to capture people's attention and get them on your email list. A welcome email introducing your brand can be an effective way to achieve this.
  • Conversion: At the conversion stage, prospects are at the point of no return. You can encourage them to take the desired action, such as making a purchase, by providing incentives like coupons or limited-time offers.
  • Loyalty: Happy customers are your best assets. Focus on retaining them by sending a series of messages with exclusive offers that nurture their loyalty. Repeat customers contribute significantly to your long-term success.
  • Advocacy: The goal of this stage is to foster a sense of connection with your company, encouraging customers to share their positive experiences through reviews and social media sharing. This word-of-mouth marketing can attract new customers.

It's very important to remember that not every email subscriber will receive a lead from your business. However, they still aim to move through all stages of the email marketing funnel and become loyal customers.

Advantages of Email Marketing Funnel:

  • With the rise of social media, email marketing is more important than ever. An effective funnel will allow you to deliver communications when your audience needs them most- personalizing each message for that person. Ensure that your email strategy is in line with your marketing funnel.
  • The goal of email marketing funnel is that it brings your leads face-to-face with you, making it easier for them to take the next step in their journey. This personal touch helps build trust and increase conversion rates while providing valuable content that can educate or entertain, allowing prospects to discover more about what makes your company different.
  • Imagine how many new customers you could attract with an email marketing funnel! In addition, you can use it to generate leads and maintain your existing list consistently. Your email funnel works for you as you have updated technology. You don't have to create content, send emails, or keep track of anything.
  • What better way to turn your buyer into a super-fan than an email funnel? It's all about consistency. People love getting positive experiences from brands, and when you give them one on every occasion, they open their inboxes for news from yours - especially if it includes valuable information like discounts or promos just waiting inside.

Steps to Create an Email Marketing Funnel for Conversion:

It's important to understand the four basic steps to engage and retain your leads, regardless of the number of ways to pull your subscribers through an email marketing funnel.

1. Generate Leads:

The best way to market is to build up your email list. Building a list is only the beginning of an email marketing strategy. Your social media followers may be many, but you can have more control over them and their communication with the brand.

If you want to collect email addresses, there are two effective ways.

1. Opt-in Forms:

One is opt-in forms which can be found on your website or blog posts and ask for users' names/email address; they're great if used in newsletters, so subscribers stay engaged with what's going down.

The great thing about opt-in forms is that you can embed them anywhere in your website. So they're perfect for sprinkling throughout blog posts and even popping up in places like the Home page above the fold or as an end card with contact information on about pages.

Your email list can be increased by using lead capture forms. In addition, different leads' contact information options can help you identify which copy performs best.

2. Landing Pages:

Landing pages offer visitors valuable information in exchange for their contact information. They work well as long as you have one lead magnet—like your email course or free trial- that educates them enough so the user can feel confident about purchasing from you when it comes time to sell something.

Consider the content that will engage your audience and help you educate them before leading into a pitch. You can also offer eBooks and digital workbooks with printable’s for those who prefer not to have electronic versions on their devices.

For each landing page you create, it’s important to keep only one call-to-action (CTA Button) and be consistent with where people click on the website.

Landing pages are an excellent way to showcase the benefits of your product without having you mention them directly. Once someone lands on this page and signs up for updates, we'll be able to nurture them throughout their journey in our email funnel.

2. Lead Nurture Campaign:

Regardless of your chosen lead generation tactic, it’s important to nurture your email lists. This can be done by creating segmented lists and sending the most relevant email content or deal tailored just for them.

Automation platforms are excellent at automatically segmenting users based on their signup form (or other types), website behavior & demographic information. This process is simple enough that even a non-tech-savvy person could do it quite easily.

Lead nurturing emails are the perfect way to build a relationship with your customers and help them personalize their experience. A targeted, valuable email is just one more opportunity for you as a brand messenger that will position your credibility in front of potential clients.

When sending nurturing emails at this stage, you should keep the following points in mind:

  • Personalized emails based on their preferences
  • Examples of success stories, custom success stories, and user-generated content
  • Resources such as webinars or blogs for free

3. Personalized Content for High Open Rate:

In B2B marketing, if your email marketing campaigns need to succeed, email personalisation is a great way to connect with your prospects and make them feel special. 

This means having tools that can create personal and unique messages for each customer, so they'll want nothing else but to read through their emails or feel like somebody cares enough to give them what they need without any hassle.

4. Converting Leads Into Customers:

You’ve reached the bottom of your sales funnel, and now you need to start pushing more aggressively. This means personalized nurturing campaigns with an offer tailored towards what they want, and not just pitched at them in general terms like before.

The final conversion emails include the following:

  • Retargeting: This is a great way to get in touch with your potential customers and remind them about what they might have missed. You can use retargeted ads based on the products that these people are interested in, which will help you make more sales.
  • Time Sensitive offers: Sending seasonal offers to your warm leads, you can increase the conversion rate. For example, these emails could include coupons or birthday deals or limited time offers for those who access a website after an extended period has passed.
  • Onboarding: By using a lead magnet, you can turn your trial users into paying customers once their free period is about to expire.

5. Customer Retention:

We all know that converting a customer into an actual paying subscriber is only the beginning of our job. Retaining them and building loyalty for long-term value creation will increase their lifetime revenue, which means you should focus on getting people to buy from us again once they’ve made their first purchase.

This sounds similar to nurturing leads in step two. Still, there are some key messaging differences since we can talk about how great things are at this company more directly instead of focusing solely on what product/service.

Customer retention can be achieved by following the below points:

  • Track your customers' progress and stay one step ahead by providing them with updates on a weekly or regular basis.
  • Use your customer's purchase history to create a more personal experience and offer bigger discounts if they're likely going out. You don't want them thinking that you are just trying to push them into buying something when the opposite approach will work better for everyone involved.
  • To increase your customer's loyalty and satisfaction, offer referral campaigns encouraging them to share the good news with others. You can give points for every successful reference or money off for their next purchase.

Automation in Email Marketing:

Automation in email marketing can be a great way to save time and effort. It is one of the most effective methods for implementing automation into your campaign management process. It helps you send more emails with less work on an ongoing basis while also saving money by cutting out some manual tasks.

You can also use automation with other marketing channels like social media posts or webinars for maximum impact on conversion rates.

With tools like you can send many email campaigns in 1 click. With it, you can reach out to your customers at the best time and provide them with valuable content. You'll also build deep relationships by giving discounts or freebies for an honest review of their experience.

Email marketing has been proven to be the most effective form of digital advertising. It works at every stage in your sales funnel, from capturing visitors who are just looking for information about you down to retaining current customers and generating new leads - it never fails.

Email marketing continues to be powerful. It’s projected that over 319 billion emails will be sent daily worldwide by 2021, which has been linked to conversion rates for B2C (73%) and B2B companies.


A well-constructed email funnel can help you convert prospects into customers. The automation software helps build an engaged customer base by providing value and boosting ROI while cutting down on time-consuming tasks.

Email marketing funnels are an effective way to increase online sales. By understanding how email marketing works and using the correct tone, you can create a funnel that converts leads into customers.


1. What is a funnel strategy?

The full-funnel marketing strategy is a holistic, 360-degree approach to selling that involves tailoring your message for each stage of purchase.

2. What is a digital marketing funnel?

The digital marketing funnel is a series of steps determining how likely you are to convert your visitors into customers.

Smartlead, get your email delivered and bring sales 

Make me an outreach pro

Ensure your emails always reach your lead's inbox by using unlimited sender accounts leveraging AI personalization, and implementing email warm-ups.This way, you can concentrate on sealing the deal without worrying about email delivery issues.

Here's how to do it

1Sign-up for

2Upload your lead list.

3Start sending emails

P.s. You can also use our pre-built templates available in the app.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

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Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Author’s Details

Cathirine Martin

A fun-loving, creative, and passionate writer. Experienced as a curriculum writer for kids at CompuSkool (Information Technology) written interactive learning materials that engaged young minds between 3 to 17 year olds across different technology areas. After a break from writing, now pursuing passion through blogging. Now a technical writer at SmartLead. Waiting for the future to reveal itself as days unfold.


Edited by:

Charu Mitra Dubey


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Frequently asked questions

General Questions

What is Smartlead's cold email outreach software?

Email automation FAQs- Smartlead

Smartlead's cold email outreach tool helps businesses scale their outreach efforts seamlessly. With unlimited mailboxes, fully automated email warmup functionality, a multi-channel infrastructure, and a user-friendly unibox, it empowers users to manage their entire revenue cycle in one place. Whether you're looking to streamline cold email campaigns with automated email warmups, personalization fields, automated mailbox rotation, easy integrations, and spintax, improve productivity, or enhance scalability with subsequences based on lead’s intentions, automated replies, and full white-label experience, our cold email tool implifies it in a single solution.

How does the "unlimited mailboxes" feature benefit me?

Email automation FAQs- Smartlead

Our "unlimited mailboxes" feature allows you to expand your email communications without restrictions imposed by a mailbox limit. This means you won't be constrained by artificial caps on the number of mailboxes you can connect and use. This feature makes Smartlead the best cold email software and empowers you to reach a wider audience, engage with more potential customers, and manage diverse email campaigns effectively.

What do you mean by "unibox to handle your entire revenue cycle"?

Email automation FAQs- Smartlead

The "unibox" is one of the unique features of Smartlead cold email outreach tool, and it's a game-changer when it comes to managing your revenue cycle. The master inbox or the unibox consolidates all your outreach channels, responses, sales follow-ups, and conversions into one centralized, user-friendly mailbox.

With the "unibox," you gain the ability to:
1. Focus on closing deals: You can now say goodbye to the hassle of logging into multiple mailboxes to search for replies. The "unibox" streamlines your sales communication, allowing you to focus on what matters most—closing deals.

2. Centralized lead management: All your leads are managed from one central location, simplifying lead tracking and response management. This ensures you take advantage of every opportunity and efficiently engage with your prospects.

3. Maintain context: The "unibox" provides a 360-degree view of all your customer messages, allowing you to maintain context and deliver more personalized and effective responses.

How does Smartlead ensure my emails don't land in the spam folder?

Email automation FAQs- Smartlead

Smartlead, the best cold email marketing tool, ensures your emails reach the intended recipients' primary inbox rather than the spam folder. 

Here's how it works:
1. Our "unlimited warmups" feature is designed to build and maintain a healthy sending reputation for your cold email outreach. Instead of sending a large volume of emails all at once, which can trigger spam filters, we gradually ramp up your sending volume. This gradual approach, combined with positive email interactions, helps boost your email deliverability rates.

2. We deploy high-deliverability IP servers specific to each campaign. 

3. The ‘Warmup’ feature replicates humanized email sending patterns, spintax, and smart replies.
4. By establishing a positive sender reputation and gradually increasing the number of sent emails, Smartlead minimizes the risk of your emails being flagged as spam. This way, you can be confident that your messages will consistently land in the primary inbox, increasing the likelihood of engagement and successful communication with your recipients.

Can I integrate Smartlead with other tools I'm using?

Email automation FAQs- Smartlead

Certainly, Smartlead is designed for seamless integration with a wide range of tools and platforms. Smartlead offers integration with HubSpot, Salesforce, Pipedrive, Clay, Listkit, and more. You can leverage webhooks and APIs to integrate the tools you use. Try Now!

Email automation FAQs- Smartlead

What type of businesses sees the most success with Smartlead?

No, there are no limitations on the number of channels you can utilize with Smartlead. Our multi-channel infrastructure is designed to be limitless, allowing you to reach potential customers through multiple avenues without constraints.

This flexibility empowers you to diversify your cold email outreach efforts, connect with your audience through various communication channels, and increase your chances of conversion. Whether email, social media, SMS, or other communication methods, Smartlead's multi-channel capabilities ensure you can choose the channels that best align with your outreach strategy and business goals. This way, you can engage with your prospects effectively and maximize the impact of your email outreach.

Email automation FAQs- Smartlead

Do you provide me with lead sources?

Smartlead distinguishes itself from other cold email outreach software by focusing on limitless scalability and seamless integration. While many similar tools restrict your outreach capabilities, Smartlead offers a different approach.

Here's what makes us uniquely the best cold email software:

1. Unlimited Mailboxes: In contrast to platforms that limit mailbox usage, Smartlead provides unlimited mailboxes. This means you can expand your outreach without any arbitrary constraints.

2. Unique IP Servers: Smartlead offers unique IP servers for every campaign it sends out. 

3. Sender Reputation Protection: Smartlead protects your sender reputation by auto-moving emails from spam folders to the primary inbox. This tool uses unique identifiers to cloak all warmup emails from being recognized by automation parsers. 

4. Automated Warmup: Smartlead’s warmup functionality enhances your sender reputation and improves email deliverability by maintaining humanized email sending patterns and ramping up the sending volume. 

5. Multi-Channel Emphasis: Smartlead places a strong emphasis on multi-channel outreach. You can reach your prospects where they are with the LinkedIn outreach feature.   With Smartlead’s cold email automation software, you're always one step ahead in your outreach efforts, enjoying the freedom to scale your initiatives and seamlessly integrate with other tools—all while maintaining a focus on maximizing the impact of your outreach.

Email automation FAQs- Smartlead

How secure is my data with Smartlead?

Ensuring the security of your data is Smartlead's utmost priority. We implement robust encryption methods and stringent security measures to guarantee the continuous protection of your information. Your data's safety is paramount to us, and we are always dedicated to upholding the highest standards of security.

How can I get started with Smartlead?

Email automation FAQs- Smartlead

Getting started with Smartlead is straightforward! Just head over to our sign-up page and follow our easy step-by-step guide. If you ever have any questions or need assistance, our round-the-clock support team is ready to help, standing by to provide you with any assistance you may require. Sign Up Now!

How can I reach the Smartlead team?

Email automation FAQs- Smartlead

We're here to assist you! You can easily get in touch with our dedicated support team on chat. We strive to provide a response within 24 hours to address any inquiries or concerns you may have.

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