Practical guide
Follow the process step by step
Apply each stage in sequence. Document important assumptions, verify AI-generated information, and keep human approval at critical decision points.
- 1
Define the campaign purpose
Specify the audience action, campaign stage, offer, message priority, and success metric.
- 2
Prepare audience segments
Organize subscribers using legitimate first-party data, lifecycle stage, interests, behavior, and consent status.
- 3
Plan the email sequence
Define timing, message progression, subject lines, content themes, calls to action, and exit conditions.
- 4
Generate and review copy
Use AI for drafts and variations while checking accuracy, brand voice, compliance, clarity, and relevance.
- 5
Test controlled variations
Compare one meaningful variable at a time, such as the subject line, offer framing, structure, or call to action.
- 6
Monitor campaign quality
Track delivery, opens, clicks, conversions, unsubscribes, complaints, revenue, and audience fatigue.