A Complete Guide: How to Create a Successful Email Sales Funnel

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Do you want to reach prospects and turn them into loyal customers?


The global email marketing industry was valued at $7.5 billion and is expected to increase to over $17.9 billion in 2027 — This means, email marketing is and will remain an effective tool for all businesses.


In this post, we’ll discuss what an email marketing funnel is, the 5 stages of your prospects’ customer journey, and how you can build your own successful email marketing funnel.


Let’s get started!

What is an email marketing sales funnel?

An email marketing sales funnel is the process of how people go from prospective leads to paying customers through email communications — better known as the ‘customer journey’.


This sales funnel has 3 main goals:

1. Nurturing the relationship between you and your subscribers

2. Informing potential customers about the benefits of your product or highlighting their pain points

3. Nudging prospective customers to take action and make a purchase

Email marketing funnels allow you to treat every single one of your existing customers as an individual — and not just another faceless name on a list!


To capture leads, your prospects will journey through 5 marketing funnel stages to eventually become loyal customers.

5 stages of the email sales funnel that your consumers go through

While all business’s email marketing funnels may differ depending on their goals and audience, here’s a general depiction of how an email sales funnel might appear:

5 Email sales funnel stages

Let’s take an in-depth look at these 5 email marketing funnel stages.

Awareness

The first stage in the email marketing funnel is specifically designed to develop an awareness of your business.


At this point, prospective leads are just starting to get to know your brand, therefore, this is the best stage for you to start building a trusting relationship.


You want to educate your audience and demonstrate the value your business provides.


Here’s an example of how our email marketing team approaches the first stage of the email sales funnel:

systeme.io email sequence selling an opportunity

systeme.io email sequence selling an opportunity

There are 3 main goals that this email achieves:

1. Provide educational content to demonstrate value — Aurelian informs the potential customer of how he managed to turn 1 hour of work a week into a $2,000 income that month

2. Establish authority — Aurelian shows his experience and successes as a coach and how much money he had made using his method

3. Establish a relationship with potential customers — Aurelian mentions the benefits of his course and offers the first video of the course for free

Once you’ve made your potential customers aware, you’ll need to give them a reason to stay interested — which takes us to the second stage of the funnel.

Interest

A successful email sequence grabs attention with awareness and seals the deal with interest.


At this stage, you want your potential customer to be intrigued enough to seek additional information about your business.


You can do this by:

  • Leveraging blog posts
  • Promoting webinars
  • Telling a story/case study

This will help your potential customers understand what your business is about and why they need it.


Here, Aurelian shares his own story of how he managed to land a $20k consulting gig:

systeme.io email sequence telling a story

systeme.io email sequence telling a story

When writing your email for this stage of the email funnel, you should make sure to:

  • Add the benefits of your products — Aurelian states that the online course on offer will help users learn how to sell very expensive offers
  • Target specific groups of people — Aurelian targets business owners who are just starting out and want to learn how to successfully launch their businesses
  • Create a need for your product — Aurelian gives just enough information on how he managed to reach his success, which creates a need for more information. What book did he read? How did he manage to close a deal for $20k?

You need to put yourself in the shoes of your potential customer — focus on what you would want to hear if you were them!

Evaluation

As potential leads move out of the interest stage and into the evaluation stage, it’s time you begin strengthening your relationship.


Your potential customers have shown immense interest in your product and how it will benefit them — this will help you gain information about your prospects, allowing you to provide targeted emails and quality content.


At this point, you want to prepare your prospects for the decision-making stage — make their purchase decision easier by including things like:

  • Additional bonuses
  • Product guides
  • Showcases
  • Solutions to common problems

Aurelian decided to throw in a bonus to what is already a beneficial online course — Let’s see how he did it:

systeme.io email sequence announcing a bonus

systeme.io email sequence announcing a bonus

Not only did Aurelian offer a bonus cheat sheet that explains the 4 action steps to double your clients’ businesses, but he also informed you that, for a limited time, you’re still able to get free access to the first video of his course.


Brownie points to Aurelian for the added social proof, as this adds to the business's credibility.


The main goal of this stage is to convince your potential customer to make a decision — whether or not they are going to make a purchase!


This brings us to the next stage — engagement.

Engagement

Your engagement email is your first closer!


After convincing a potential customer that your product is a must-have, you need to write a closing email that strikes a perfect balance between persuasion and urgency.


You can sweeten your deal by offering:

  • Discounts
  • Invitations to a webinar
  • Free content
  • Another buying incentive

In the following sales email, Aurelian takes his first step towards closing the prospective customer:

systeme.io email sequence calling to action

systeme.io email sequence calling to action

Aurelian mentions that the potential client receives free access to the first video of the new email marketing masterclass — this instantly makes a purchase more appealing.


He also strikes the perfect balance between persuasion and urgency by only making the free content available for 24 hours and using the word ‘WARNING’.


After sending your “call to action” email, you’re ready for the final step of the sales funnel — commitment.

Commitment

The commitment stage can have one of 2 goals:

1. Convert leads

2. Make sales

At this stage of the email marketing funnel, you need to be clear and precise as to why they should purchase your product or service and why they need to make the purchase right now.


You can create a sense of urgency by adding:

  • Time limits to purchases
  • Words that instill urgency, such as “warning” or “act now”
  • Direct links to the order form

Let’s take a look at how Aurelian approaches this stage:

systeme.io email sequence closing email

systeme.io email sequence closing email

What makes this sales email the perfect closer is:

  • Providing a direct link to the online course
  • Stating the benefits of the content
  • Creating a sense of urgency

Once a lead becomes a customer, you need to stay in contact and in doing so accrue loyal customers.


Don’t, however, be too eager and end up spamming your new customer’s inbox with emails — A simple “Thank-you”-email will suffice for this step in the email marketing funnel.


Every now and then a customer just needs a little push to get through the entire email marketing sales funnel — that’s why we’ve compiled 3 of the most important steps you should consider when you write an email.

3 important email marketing strategies to converting a prospect into a customer

There are three important strategies to carry out when converting a prospect into a customer.

Value

To ensure that your prospects are reading your emails you must understand that your marketing message shouldn’t be all about you or your product — it’s about them and meeting their needs!


Creating added value is an art, and it starts with the ability to see your business through the eyes of your customers.


In general, the value in messages is expressed by adding promotions or incentives that are directly linked to the sale or product, or service — Value, however, has many forms.


Here are 6 ways to deliver value to your customers:

1. Provide case studies

2. Share customer success stories

3. Add customer testimonials

4. Address your customers’ pain points

5. Provide educational content

6. Offer discounts or free content

Remember that when you add value to your emails, try not to do any selling just yet — instead, attract your customer by giving without expecting anything in return.

Authority

As a business, your goal should be to become an expert that people go to to find solutions for specific problems.


With email marketing, you can establish yourself as an authority by:

  • Writing your content with confidence
  • Sending timely follow-ups
  • Showing your customers what your product can do and how they can expect to benefit from it
  • Grouping customers by segmenting your list and sending targeted emails
  • Showing that your business understands your customers’ needs
  • Building trust by fulfilling what you had promised to deliver with your product or service

All these things contribute to your customers’ connection with your brand and take them closer to making a purchase.

Action

How you pitch your sales offer in your email is the most important step to getting your prospective lead to convert into a customer.


Here’s what you should include to make the perfect email sales pitch:

  • Introduce the critical challenges you’ll solve
  • Highlight the pain the problem is causing
  • Share your product as the solution to their problems
  • Tell your customers how they’ll benefit from your product
  • Support your statements with evidence
  • Include a clear call-to-action button

A sales pitch doesn’t necessarily have to be drawn out and super detailed — short and sweet does it!


You do, however, need to ensure that you include all the necessary information to get your prospective clients to take action and make that purchase.


Understanding the stages of the email marketing funnel and what to focus on when carrying it out is your first step to building your own — so, what’s next?

Building your first email marketing funnel

Building an email marketing funnel and developing an email marketing strategy is absolutely vital to converting leads and making more sales — and here’s why:

  • Increases conversion rate
  • Deems to be cost-effective
  • Builds customer relationships
  • Allows a high level of personalization
  • Helps in content optimization

Now that we know the value of an email marketing funnel, let’s take a look at how we can build one.

Map out the customer journey

Modern depiction of a customer journey map

Modern depiction of a customer journey map

As a marketer, you’re always going to need to understand your customer and what they want.


A customer journey map is a tool that allows you to track and analyze your customers’ interactions with your business or product.


Not only do customer journey maps give you a chance to better understand your customers' needs, but it also makes it easier for you to set clear goals for your business.


When creating a customer journey map, it should answer the following questions:

  • Where do customers start their journey with your business? — Offerings on your website, advertisements, online review sites, etc.
  • How do they feel about your business as a whole? — Emotions or feelings
  • Which customer actions have a direct impact on your business? — Opinions, reviews, habits, etc.

Using email marketing tools to track your customers’ interactions won’t be enough to realize their complete experience with your business or product.


This is why profiling your customers by using buyer personas is important!


Once you’ve created your customer journey map, it’s crucial to analyze the results of your map and make the appropriate changes.


Now that you know who you’re marketing for, what their needs are, and how to cater to their pain points; you can move on to the next step — lead generation.

Create your pages

What is email marketing without any leads to send emails to?


With your buyer’s journey clear, your next step is to create your pages.


In this step, it’s important to focus on the quality rather than the quantity of your list — Ideally, you want your new leads to be both relevant and interested, and fall under the marketing-qualified lead category.


With that said, here are 2 common ways of lead generation:

1. Opt-in forms

An opt-in form is a form you add to your website where page visitors opt-in to receive additional information about the product involved.


Here’s a popup opt-in form systeme.io uses on its blog posts:

Systeme.io popup opt-in form

Systeme.io popup opt-in form

Systeme.io can help you create targeted and personalized opt-in forms you can use to generate leads for your email marketing funnel.


You can place these forms anywhere on your website in the form of pop-ups, floating bars, splash pages, and exit-intent popups that are hard to miss.

2. Landing pages

A landing page is a dedicated page including a lead magnet.


Here’s a screenshot of a systeme.io landing page containing an opt-in block to join the platform for free:

systeme.io landing page

systeme.io landing page

With systeme.io’s funnel builder, you can create professional-looking landing pages from scratch or choose one of our many pre-designed landing page templates.


Email marketing tools help you automate your email marketing by creating a sequence of emails for each category of customers in your email marketing funnel.


To make lead generation easier, you can include lead magnets — So, what exactly are lead magnets?

Create lead magnets

A lead magnet is a product or service you offer to your website’s visitors in exchange for their email addresses.


Here systeme.io uses an ebook as a lead magnet to collect email addresses:

systeme.io ebook opt-in form

systeme.io ebook opt-in form

The goal of your lead magnet is to entice your visitors to provide their email addresses or any other contact details in exchange for valuable content.


In general lead magnets could include:

  • Ebooks
  • Online courses
  • Free trials

And more.


Providing free value is the best way to generate more customers — who doesn’t love freebies?


It’s important to understand who you’re trying to get to opt-in — It’ll help you avoid trying to sell things that your customers aren’t interested in.


After you’ve collected email addresses, you’ll need to start nurturing your leads — let’s take a look at how you can do this!

Nurture your leads

Source: Freepik.com

Source: Freepik.com

By now, you have generated leads and started building your mailing list.


The next step is to create a series of emails to interact with your subscribers and make sure that they are well-engaged — better known as email marketing campaigns.


The type of emails you send to your mailing list can affect their customer journey — here are 2 email marketing campaigns to make use of when nurturing your leads:

1. Drip campaigns

A drip campaign is an automated email sequence that sends out specific emails at pre-scheduled times to segmented lists.


When compared to a lead nurturing campaign, a drip campaign has a much more specific goal — to welcome new leads, onboard a new client, re-engage an inactive lead, or nurture your existing customers.

2. Lead nurturing campaigns

A lead nurturing campaign takes a more personalized approach by adopting specific behavioral data and focusing solely on lead conversion.


Systeme.io simplifies each step of your lead nurturing strategy, saving you time and money.

Maintain a positive customer relationship

Maintain a positive customer relationship

After your leads become existing customers, you need to do your best at keeping them around and interested.


Why? — Because retaining customers is 6-7 times cheaper than acquiring them!


If you succeed in retaining your current customers, you will put them in a state that most digital marketers dream about – loyal followers.


Here are some emails you can send to keep your customers:

  • Follow-ups, upsells, and cross-sells
  • News and updates about your platform
  • Usage reports, progress reports, and newsletters
  • Case studies
  • Free educational content

Having a loyal customer base doesn’t only mean you have customers who purchase your products, but also that they’ll praise and recommend you to others.


You can also consider creating a membership program or community that your customers can join to stay up-to-date with your business.


Systeme.io allows you to create membership sites to offer gated content that will only be available to paying members.


If you’re just getting started, partnering with a marketing platform might just be a good fit for you as it will provide you with the necessary tools to build your marketing funnel as well as keep your expenditures to a minimum.


You do, however, want to make sure that the platform you choose meets your every need — we recommend systeme.io — an all-in-one marketing tool that is not only feature-rich but also cost-effective!

Systeme.io: The ideal email marketing tool to grow your online business

systeme.io logo

systeme.io logo

Systeme.io is an all-in-one marketing tool that makes launching, growing, and scaling your online business easy.


With systeme.io you can:

  • Build an email marketing funnel with an easy-to-use drag-and-drop editor
  • Automate your funnel steps
  • Send unlimited emails to your email subscribers, such as sales emails and/or promotional emails
  • Set up drip campaigns to trigger a sequence of automated emails

Let’s see how systeme.io can help you build an email marketing funnel and give your prospects the ultimate customer journey!

How to build an email marketing funnel with systeme.io in 3 easy steps

First, you’ll need an active systeme.io account.


Thereafter, on your dashboard, you start by clicking on “Funnels”.


The next step is to click on “Create”.

systeme.io’s funnel library

systeme.io’s funnel library

You will then have 4 options to choose from:

systeme.io’s funnel options

systeme.io’s funnel options

1. Build an Audience

This is the simplest funnel structure.


It includes only a squeeze page and an opt-in Thank You page.


The purpose of this funnel is primarily to build your email list.

2. Sell

A sales funnel is unique in that it comes preloaded with a customizable offer form and Thank You page.


This funnel is used to generate sales for your business.

3. Custom

The custom funnel is perfect for those who have experience building funnels, as it has a blank template, and you use it to create any kind of page that you want.

4. Run an evergreen webinar

The Webinar funnel is a specially designed, 3-page funnel that is optimized to sell your webinars.


(Webinars are only available on the Webinar and Unlimited subscriptions.)

Select any of the 4 options and move on to our templates.


You can create landing pages from scratch or customize our templates as you wish with our user-friendly drag-and-drop editor.

systeme.io’s templates

systeme.io’s templates

Once you’ve chosen your template (or if you decided to create a landing page from scratch) you can edit it to your heart’s desire with systeme.io’s landing page builder.


That’s it — you’ve successfully built your email marketing funnel with systeme.io!


What’s even better is the fact that you can do all that for no cost at all!

Systeme.io pricing

Systeme.io offers 4 pricing plans to choose from:

systeme.io’s pricing

systeme.io’s pricing

1. Free plan — $0/month

With up to 2,000 contacts, the Free plan allows you to create and send unlimited emails, build 3 funnels with 10 funnel steps, and also run tests, such as A/B tests, on your campaigns and pages.

2. Startup plan — $27/month

With up to 5,000 contacts, the Startup plan allows you to create and send unlimited emails, build 10 funnels with 50 funnel steps, and additionally run tests, such as A/B tests, on your campaigns and pages.

3. Webinar plan — $47/month

With up to 10,000 contacts, the Webinar plan allows you to create and send unlimited emails, build 50 funnels with 300 funnels steps, run tests, such as A/B tests, on your campaigns and pages, as well as host 10 evergreen webinars.

4. Unlimited plan — $97/month

With systeme.io’s Unlimited plan, you have unlimited access to all our features!


Before this article comes to a close, let’s take a look at some frequently asked questions we’ve stumbled upon — just in case you were thinking of one of these as well.

FAQs about email marketing sales funnels

FAQs about email marketing sales funnels

We’ve compiled a list of 2 of the most frequent questions when it comes to email marketing sales funnels and answered them too!

How do I maintain an effective email marketing funnel?

The short answer: With the right email marketing strategy.


The longer answer: Change is constant, and you need to keep up with all trends.


You need to make sure to stay up to date, provide desirable, personalized content, use analytics to optimize your email campaign, and finally, automate everything!

How do I know if an email marketing sales funnel is successful?

Know your goals!


The goals you set for yourself at the beginning of the process will show you what to measure, and depending on the results, you can measure your own success.

Conclusion

Over to you!


With all the knowledge you now have on email marketing sales funnels, you can go and create your own, and turn all your prospects into loyal customers!


Remember: Email marketing tools are there to help you with the building, launching, and maintaining process — so don’t hesitate to take a look if you need a helping hand!


With systeme.io you can easily create your email marketing funnel and more with no extra cost at all — and it’s only one click away!


Try systeme.io for free today.

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