Emails are one of the most often used communication methods used by businesses to reach clients and potential leads, and if used correctly email marketing can be among the most effective methods as well to grow your business. In a climate where communication is becoming increasingly digital, crafting effective email marketing messaging is vital for any financial advisor. Successful emails that clearly communicate their message enhance customer experience and generate business, while unsuccessful emails lead to may lead to confusion or lack of action. The following are a few simple steps that can be taken to maximize the effectiveness and clarity of your email marketing message while also optimizing the user experience of the email’s entire audience: the foundation of any successful email marketing campaign.

Like all good writing, email is most successful when the who, what, when, where, why, and how of the message is taken into consideration. For the purposes of user experience, the what, where, and how are the three most important of these categories.

“WHAT are you saying to me?”

  • First impressions matter- make the most of your subject line: Is it recognizable, trustworthy, and relevant? What is the relationship between the receiver and the sender (whether an individual or company)?
  • Use client friendly language
  • Make a clear point, and provide enough context for understanding. Avoid ambiguity and a lack of call to action
  • Make the email interesting and not too dense- use imagery, data, and personalization if possible
  • Create a hierarchy in content, message, and visual elements- prioritize the important information and eliminate extraneous details. Differentiate colors, fonts, and placements.

“HOW do you want me to take action?”

  • Take advantage of opportunities to engage your audience- linked imagery, video, buttons, charts, colored backgrounds, forward and share links
  • Make the call to action obvious- Use active language. This comes back to the clarity of the message and the hierarchy of the content, message, and visual elements.
  • Leave no question as to what the reader (your client) is being asked to do.

“WHERE am I reading your email?”

  • Bigger is better- Be aware of recommended minimum font sizes (body 14 px, header 22 px). Body copy of less than 13 px will often be re-sized.
  • Create touch targets- Include tappable touch targets and make them easy to activate with a 44 px x 44 px minimum. Try both text and image buttons.
  • Streamline- Simplify content and stay within a single column template. Confine content to a skinny 320 px X 540 px frame. Make sure to prioritize the “What” and “How” aspects of the email, with short, direct content and a clear call to action.
  • Ditch the automatically-created mobile version- it only represents an extra click for the reader. Instead, design with a “mobile first” mentality.

Customer relationships are so important and client experience should be the basis of the design of any email. Making sure the what, how, and where of the email from the audience’s perspective is analyzed and accounted for will help ensure that you compose a successful marketing message.