Email Best Practices When Targeting Investors

Email remains one of the best communication methods for targeting current and potential investors. It can reach your audience wherever they are, on any device. It can easily be branded and designed to fit whatever needs you have. It can even be automated, so emails send based on triggers – like site activity, form entries, and even other emails. In general, it is a powerhouse of a marketing tool that every manager should be leveraging. However, the one thing email is not is “one size fits all.”

An email is comprised of multiple elements, and each needs to be tailored to the situation. That means knowing what each of those elements are and what best practices to employ before you hit send, and often before you even start composing your email. Fifth Rock is excited to announce its “Email Best Practices When Targeting Investors” series, where we will tackle each of the following email elements by breaking down their purpose, providing two dos and two don’ts, offering examples, and sharing data that backs it all up:

• The subject line
• The “from” label and address
• The preheader
• The content, part 1: above the scroll
• The content, part 2: calls-to-action
• The content, part 3: the rest
• The footer

One quick reminder when setting up your email campaigns.  Be sure to check with your compliance group to determine what the rules of the road are for you firm.  Private funds will have different constraints than Financial Planners. Planning in advance will save potential regulatory headaches down the road.

If you have any questions about email marketing or would like help creating and implementing your email marketing strategy, check out our Distribution Services web page and set up a call with us.

Fifth Rock will cover email best practices in subsequent parts of this Email Best Practices When Targeting Investors series.

• Email Best Practices When Targeting Investors (series introduction)
• The Subject Line
• The “From” Label and Email Address
• The Preheader