40 Things I Learned at the Marketing Sherpa Email Summit

Me and Big Jason Henderson
In January I was lucky enough to attend the Marketing Sherpa Email Summit in Miami for absolutely nothing. Quite literally, all I paid for was gas for the drive down, parking, and my hotel room. I was the lucky winner of a free ticket to the summit itself, the pre-workshop the day before, a VIP party, dinner in South Beach, the Gala dinner and party poolside…pretty much everything the event had to offer. And for this wonderful package I have to offer a belated but truly heartfelt thank you to Jason Henderson of Big Marketing, Erick Mott and the team at Lyris, and Todd Lebo and everyone else from Marketing Sherpa. All were tons of fun to hang out with and I learned a lot at the conference that I was able to bring back and put into action. So I wanted to share the top forty takeaways from my two-and-a-half-day jaunt down I-95 to Miami.

Me and the Lyris Team
- “Adequecy is the enemy of excellence.” Dr. Flint McGlaughlin of Marketing Experiments
- On email signup forms, consider the offer – are you just offering the newsletter? Gee. Wow. What’s the incentive in signing up for a newsletter? Instead, offer something useful.
- Use specific statements of quantity, not vague statements of quality.
- Your copy should focus on what the customer gets from your company, not what your company gets from the customer.
- Your call-to-action should communicate value.
- Don’t offer a conclusion about your company. Offer hard facts that lead the reader to an inevitable conclusion.
- Use images to create value. If the hero shot or smiley-faced girl doesn’t communicate anything of value, replace it with something that does – and use it to guide the customer’s eyes.
- Every button should make a promise, should tell you what you’re going to get.
- "Free" is good. "Completely free" is better. "Fully-functioning, completely free" is even better.
- Link to your privacy policy on your signup form. (It can open in a popup window.)
- There is no one optimal sending frequency – it differs for everyone. TEST.
- Address the consumer’s needs and how you can fix those needs.
- The only goal of your email is a click from the recipient, not a sale. The landing page leads to the sale.
- It’s important to know how few of your repeat customers are responsible for what percentage of your sales. For example, 12% of Coke customers are responsible for 80% of its sales.
- Customer retention is both relegated to the back office, and in and of itself fragmented/diluted. Joseph Jaffe, Author of Flip the Funnel
- When it comes to social media, people don’t want to talk to shoes, but shoes keep trying to talk to people!
- Lead nurturing is a relevant and consistent dialog with viable potential customers regardless of their timing to buy.
- In B2B it’s important to focus on lead nurturing – 80% of marketing leads wind up lost, ignored, or discarded.
- Existing site traffic is full of potential subscribers, so optimize your best entry paths (look at your analytics) and lead them to your subscription forms.
- Segment your lists for more effective email marketing – “batch and blast” is the past.
- In B2B marketing, the name of the sender affects open rates twice as much as the subject of the email.
- In social media, your audience is made up of three groups – silent majority, vocal minority, social authority. The latter has the highest ability to spread your word.
- Connect with subscribers wherever they are – this is the intersection of social and email.
- Enable campaigns with social sharing buttons – 89% who use it say it effectively extends their reach to new markets. Sergio Balegno of Marketing Sherpa
- Turn your fans into an outside sales force.
- Before you send out your newsletter, send out tweet asking people to subscribe.
- Track who is sharing to segment the vocal minority or social authority from the silent majority.
- Email is about sending your site to people. Dela Quist of Alchemy Worx.
- Traffic is expensive – eyeballs cost money.
- Consider affiliates, co-brand deals, licensing, natural search, paid search, tv press, sponsorships, list rental, and opt in email…of these, opt-in email is by far the cheapest.
- Strike up a co-registration deal with someone in a similar but not competing market. The best co-reg deals are barter/trade and don’t cost you (or the other company) anything.
- For many companies, double opt-in subscriptions are really overkill…how hard is it, really, to just unsubscribe? (Don’t take this as advice from me, it’s a paraphrased quote!) However, double-optin is preferred for co-reg, sweeps, and 3rd-party leads.
- Make sure your email has value, not just relevance.
- Sources of opt-in names can be newsletter offers, customer service call-ins, trade events, tele-prospecting.
- Make emails easy to forward to a friend. Then ask your subscribers to do so!
- Best placement for email signup forms is top left or right, "above the fold", and on every page of your site.
- Use benefit-oriented language in your signup form.
- Make sure there’s at least one form field and not just a button, because people are used to seeing form fields and that field is the widget that their eyes are used to associating with signing up for something.
- Tell people how often the emails will come when they sign up.

Cricket Lollipop
And finally, even kids don’t want to eat lollipops with dead crickets in them, even if they are a novel idea. Thanks anyway, Bamboo Cricket, at least I can guarantee I won’t forget your name!
Note: Cricket lollipop photo courtesy of Offbeat Treats.
Tags: conference, email marketing, Email Summit, Marketing Sherpa



I like number 2. I have a newsletter signup on my front page, but I don’t get a lot of signups from it. I think I’ll change it up a little to add additional value to those who choose to signup.
This is some absolutely great advice for email marketing! I can’t to be a full time marketer and go to events such as this!
Thanks for sharing such great insights! I particularly agree with this one: “Connect with subscribers wherever they are – this is the intersection of social and email.” Your consumers’loyalty is something that you should nurture and value!
I actually met Mr. Jason Henderson in my first and only seminar that I have attended, really nice guy. The next year he went on to make it big, and had quite a few speaking gigs himself!
Great list you’ve compiled of what you learned, now if all of us can implement just a few, well then we should be on our way to success for sure!
I can’t to be a full time marketer and go to events such as this!
Through extensive marketplace research, the MarketingSherpa team has identified the top 7 challenges that email marketers face each and every day. This year’s Email Summit ’10 is designed to equip attendees with proven tools, tips and strategies to conquer these challenges:
I like number 2. I have a newsletter signup on my front page, but I don’t get a lot of signups from it. I think I’ll change it up a little to add additional value to those who choose to signup.
Some good tips there. Interesting that the best place for an email signup form is the top left or right. I’d of thought it would be the middle!
some very impressive tips here about email marketing, all the 40 points made bring you excellent knowlege on this subject, very useful indeed.
As someone who has recently set up a newsletter, I really wish I’d seen this before doing so!
A lot of things I need to look and some really great information in here. Just reading through the points and trying to action them it interesting to see how it’s actually helping the business as a whole by forcing us to focus on things we maybe haven’t done before.
Great post, thanks!
You’re so lucky to have won that ticket! Thanks for sharing with us your experience and the things you learned. Looked like a fun event.
“Adequecy is the enemy of excellence.” I love that one! Events like this one can really change destinies, I’m so happy for you cause you’ve been there!
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