Inbox Mastery: A Comprehensive Playbook for Email Outreach Success in FY'24

77% of emails never get opened & 16%of B2B emails land in SPAM. Yet, Email remains the undefeated champion channel, boasting an impressive ROI of 122%.

While social media platforms buzz with tweets, posts, and messages, it's easy to overlook the OG of digital communication: the email. Did you know that personalized emails deliver 6x higher transaction rates & 79% of B2B marketers consider email to be the most effective demand gen channel.

If these facts are not enough for you, here are a couple more reasons why you need this playbook!

  • Delivering a personalized message: Emails allow for tailored, personalized messaging that speaks directly to the recipient, fostering a deeper connection and engagement.
  • Aiding in brand promotion: Email marketing serves as an effective platform to showcase and reinforce your brand identity, helping to solidify brand recognition and recall among your audience.
  • Keeping individuals engaged: With the right content strategy, emails have the potential to captivate and retain the attention of recipients, keeping them engaged with your brand and offerings.
  • Measurable results: One of the distinct advantages of email marketing is its measurability. It allows for the tracking of various metrics, providing valuable insights into campaign performance and audience behavior.
  • Cost-effectiveness: Compared to many other marketing channels, emails are remarkably cost-effective. They offer a high return on investment, making them an attractive choice for businesses with varying budgets.

Email planning sheet

The key to conquering your audience's inbox isn't just about sending emails—it's about sending the right emails, at the right time, in the right way. This email planning sheet is a comprehensive and strategic roadmap designed to enhance your email outreach campaigns. It serves as a centralized hub where you can meticulously plan, organize, and execute your email campaigns precisely.

Let's understand why you need a planning sheet

  • Strategic alignment: Ensures your email outreach aligns seamlessly with your business goals and marketing objectives.
  • Audience segmentation: Tailors your messages to specific audience segments effortlessly.
  • Content mapping: Plots your content journey with precision. From initial touchpoints to follow-up sequences, the planning sheet lets you strategically map out your content flow.
  • Timing and frequency: Achieve optimal email timing and maintain an ideal frequency to keep your audience engaged without overwhelming them.

Email Planning Template


Crafting the perfect email mix

Picture this: your email, a carefully curated blend of compelling content and strategic messaging, lands in your recipient's inbox like a beacon of relevance – what’s the impact? You leave a lasting impression and begin an instant line of open communication.

Here are some common email templates to help you breeze through your drafting phase:

  • Cold outreach emails: Crafted to pique interest, they should be personalized, concise, and relevant.
  • Demo or trial emails: These emails are sales-focused and the aim is to encourage further engagement by extending the trial period or offering additional assistance to explore the software, ultimately nudging them toward a purchase decision.
  • Onboarding emails: Onboarding emails play a critical role in ensuring users quickly grasp the value of the software and are more likely to become long-term subscribers.
  • Product updates and announcements: Informing users about new features, updates, and enhancements is crucial for maintaining engagement and highlighting how the new features benefit the user and how to leverage them effectively.
  • Content or educational drip campaigns These emails are part of a sequence designed to nurture leads with informative content, such as case studies, blog posts, eBooks, or webinars.
  • Event invitations and webinars: Marketing-driven emails inviting prospects to events, webinars, or online workshops are important to engage prospects and offer valuable insights related to their pain points.
  • Re-engagement email: Re-engagement emails are a strategic effort to reconnect with inactive prospects in your pipeline using personalized incentives, such as exclusive offers, updates on product improvements, or reminders of the value the software can bring to their workflow.

Email Templates


Subject lines

Subject lines are the gatekeepers of your emails – the first layer of engagement that ultimately becomes the deciding factor in whether your email gets opened or ignored. What you need to do here is ensure they are impactful, concise, and compelling.

Why subject lines matter:

  • First impression: They're the initial glimpse recipients have of your email.
  • Encourage opens: A well-crafted subject line entices recipients to open the email.
  • Sets expectations: Clearly states the content or benefit awaiting the reader.
  • Differentiation: Helps your email stand out in a cluttered inbox.
  • Drives action: Encourages action or response.

100 High Conversion Subject Lines


A/B testing checklist

A/B testing, or split testing, is a powerful method that allows you to experiment with different elements of your emails to identify what resonates best with your audience. Our A/B testing checklist provides a step-by-step approach to help you harness the full potential of this technique.

Why you need our A/B testing checklist

  • Data-driven decision making: Make informed decisions backed by data. The A/B Testing Guide empowers you to experiment with elements such as subject lines, CTAs, visuals, and more, helping you identify what truly captivates your audience.
  • Optimize engagement: Maximize the impact of your emails by refining elements that matter most to your audience. Our guide walks you through testing and optimizing to boost open rates, click-through rates, and overall engagement.
  • Personalization strategies: Tailor your emails to perfection. The A/B Testing Guide delves into the nuances of personalization, guiding you to test different personalization strategies to create more meaningful connections with your audience.
  • Effective timing and frequency: Pinpoint your emails' optimal timing and frequency. With the A/B Testing Guide, you can experiment with delivery times and frequencies to ensure your messages reach your audience when they are most receptive.
  • Continuous improvement: Foster a culture of constant improvement. Our guide explains the basics of A/B testing and provides insights on how to iterate and build on your findings, ensuring your email campaigns evolve for sustained success.

A/B Testing Checklist


Introduction to email tools

Your inbox is not just a destination; it's a battleground of ideas, innovation, and impact. Now, imagine having a set of powerful tools at your fingertips, each designed to transform your email game from mundane to magnificent.

Let's look at 3 email tools that can revolutionize your approach to email marketing:


Crystal is not just an email writing app; it's your guide to creating impactful, resonant messages. By providing insights into your recipients' communication styles and preferences, Crystal ensures you stay on the same page, fostering stronger connections and more effective communication.

Active Campaign

Experience the power of great subject lines with Active Campaign. Elevate your email marketing with expertly crafted subject line ideas that captivate your audience. Or, explore their comprehensive guide to craft subject lines that demand attention and drive engagement.


Grammarly is the epitome of precision in communication. As the most popular email correction app, Grammarly ensures your emails are error-free, polished, and professional. From grammar and spelling to tone and style, Grammarly is your perfect writing companion.

The strategic advantage of email tracking

Ever consider what happens after you hit "send"? Well, it's so much more than your message winging its way to an inbox, it's the start of your optimization strategy!

Here are some key metrics you should be tracking

  • Open rates: Analyzing open rates helps you gauge the effectiveness of your subject lines and overall email appeal.
  • Click-through rates (CTR): CTR is a crucial metric for evaluating the relevance and effectiveness of your content.
  • Conversion rates: Whether it's a sale, sign-up, or download, conversion rates reveal the true impact of your campaigns.
  • Bounce rates: High bounce rates may indicate problems with your email list or content, affecting your sender's reputation.

Email Tracking Sheet


Legal & compliance

There's also a territory in email outreach that extends beyond captivating content and compelling subject lines - legal considerations and compliance requirements. If you want to ensure your campaigns operate successfully, don't miss out on the following considerations, and remember to download the checklist at the end of this section:

Geographical considerations

  • Regional regulations: Different regions have varying laws and regulations governing email communication, such as GDPR in Europe, CAN-SPAM Act in the US, CASL in Canada, etc.
  • Data privacy laws: Understanding how data privacy laws impact email outreach is crucial. For instance, GDPR necessitates explicit consent for sending marketing emails to EU citizens.
  • Cultural sensitivities: Cultural nuances and preferences can influence the effectiveness of email outreach. Respect for local customs and language can be critical for engagement.

Product-specific considerations

(Gmail, Yahoo)

  • Terms of service: Each email service provider has its own terms of service and policies regarding bulk emailing, spam, and user data handling. Adhering to these terms is essential.
  • Sender reputation: Email service providers like Gmail and Yahoo monitor sender reputation closely. Compliance with their guidelines helps maintain deliverability and inbox placement.
  • Spam filters & compliance: Understanding how these providers handle and filter emails based on compliance factors is essential to ensure your emails reach the intended recipients' inboxes.

Now, let's look at some:

Best practices for legal & compliance in email outreach

  • Permission-based marketing: Ensure you have explicit consent or permission before sending marketing or promotional emails.
  • Clear opt-out mechanism: Include an easy-to-find unsubscribe link in every email to comply with anti-spam laws.
  • Transparent data handling: Clearly state how you handle recipient data, ensuring transparency and alignment with data protection regulations.
  • Localized compliance: Tailor your compliance efforts to the specific legal requirements of the regions you're targeting.
  • Regular compliance audits: Conduct regular audits to ensure ongoing compliance with evolving regulations.

Legal & Compliance Checklist


AI For Email Optimisation

Now, we can't really expect JARVIS coming to life just yet, but lately, AI has gotten pretty sophisticated! So much so that it can now help you achieve a plethora of objectives for your outreach campaigns. Let's look at what's in store for us:

Personalization at scale

AI enables marketers to create highly personalized email campaigns by analyzing vast amounts of data on individual preferences, behaviors, and interactions. Machine learning algorithms, on the other hand, can segment audiences based on their preferences, allowing for the delivery of targeted and relevant content.

Predictive analytics

AI-powered predictive analytics helps marketers anticipate customer behavior and tailor email content accordingly. By analyzing historical data and identifying patterns, AI algorithms can predict which products or services a particular audience segment is likely to be interested in. This foresight allows marketers to craft compelling messages that resonate with recipients, increasing the likelihood of conversion.

Automated content creation

AI tools can generate personalized and dynamic content for email campaigns. Natural Language Processing (NLP) algorithms can analyze customer data to understand individual preferences and create customized product recommendations, subject lines, and body content. This not only saves time for marketers but also ensures that each email is tailored to the recipient's interests.

Optimizing send times

AI algorithms can analyze recipient behavior to determine the optimal times for sending emails. By considering factors such as time zones, historical open rates, and engagement patterns, AI helps marketers schedule emails when their audience is most likely to interact with them. This optimization contributes to higher open and click-through rates.

Email campaign performance analysis

AI-driven analytics tools provide in-depth insights into the performance of email campaigns. Marketers can leverage these insights to measure the effectiveness of different elements, such as subject lines, call-to-action buttons, and content types.

Now, let's look at some of the top tools you can use to enrich your outreach efforts with AI:


Optimail uses AI technology to monitor individual subscriber behavior for hyper-personalization. The AI technology will automatically adjust your campaign's personalized content and timing, driving your customers to take action, from social sharing to purchasing.

Drift Email (formerly Siftrock)

Drift is a nifty AI marketing tool that will literally sift through email replies from your subscribers and take action on those replies. For example, if a customer asks about a product or service, it will route that email to the appropriate company representative.

Seventh Sense

This email marketing tool uses artificial intelligence to choose ideal delivery times for your emails. It considers the best time to send each email and at what frequency, specific to each subscriber on your list. It is an invaluable tool for anyone who has struggled with figuring out the best times to send an email.

Sprouts allows you to seamlessly orchestrate multi-channel outreach (not just email but SMS, LinkedIn, Phone calls, and WhatsApp) with automated workflows. It powers behavior-triggered automation, for example, automatically sending a follow-up email after a prospect engages with a social media post. You can devise as many outreach sequences as you like and even segment the users to trigger them more effectively.

Well, you've reached so far - why not take a moment to update yourself with some VERY IMPORTANT news:

Gmail introduces new security measures to combat email threats

Published: October 03, 2023

In response to evolving email threats, Gmail has unveiled enhanced security measures to safeguard users from spam, phishing, and malware. With AI-powered defenses already blocking 99.9% of such threats, the focus is now on bulk senders. Starting February 2024, Gmail will mandate that senders of over 5,000 messages daily adhere to stringent requirements.

Key changes

  • Email authentication: Bulk senders must authenticate their emails to ensure the credibility of the source, closing vulnerabilities exploited by attackers.
  • Easy unsubscription: Large senders must provide a one-click option for Gmail recipients to unsubscribe from commercial emails, processed within two days.
  • Spam rate threshold: Gmail will enforce a spam rate threshold for senders, aiming to reduce unwanted messages in users' inboxes.

Industry collaboration

Gmail's initiative is supported by industry partners, such as Marcel Becker, Sr. Dir. Product at Yahoo, emphasizing the need for a safer, more secure email experience for users across providers.

Ongoing collaboration

These changes, described as basic email hygiene, are seen as a collaborative effort to maintain a secure, user-friendly, and spam-free email environment. Gmail is providing guidance to help senders meet these requirements before enforcement begins in February 2024. The email community is encouraged to work together continuously to uphold these standards.

In conclusion, Gmail's latest security measures act as a comprehensive tune-up for the email ecosystem, ensuring a safer and more reliable experience for users.

Report claims: 90% of email marketers are ready to embrace AI

A new report titled — “2023 Email Marketing & Research Report: A Look at the Market for the Future of the Channel” — reveals how marketers at enterprise companies are using AI right now.

Only 8% of marketers doubt the effect AI will have on email marketing. It's heartening to see marketers see a big future for AI, with 92% saying it will play either a central or significant role.

It's not surprising to learn marketers are open to the possibilities that AI brings for better results from email. The swift uptake in 2022 of ChatGPT and its image-creation cousin, DALL-E (just to name two), meant marketers had finally found the tools they needed all along to take the grunt work out of content creation and give them more time to think of ways to improve their email programs.

Microsoft Outlook Lite to support Indian vernacular languages

Outlook Lite, introduced by Microsoft in August last year, brings the main features of its Outlook mail service in a smaller-sized app.

Outlook Lite, introduced by Microsoft in August last year to bring the main features of its Outlook mail service in a smaller-sized app, has been upgraded by the tech giant to cater especially to Indian users.

Accordingly, Outlook Lite has been given two new features: support for local vernacular languages, and SMS integration. Indian users can now compose and read emails in as many as five Indian languages: Hindi, Gujarati, Marathi, Tamil, and Telugu. To cater to the country's linguistic diversity, more languages will be added soon.