Lifecycle Email Map
Lifecycle Email Map
Blueprint every stage so you never wonder which automation to build next.
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Guides for technical senders, marketers, and support teams living in SMTP.
Onboarding
Three messages in the first week: welcome, activation nudges, and success proof. Highlight deliverability best practices customers should set up, then let automation score each account on whether DKIM, SPF, and tracking domains are live. With a monitoring layer alerting CSMs, you can proactively fix issues before they start blasting support about outbound email failures.
Adoption
Weekly product tips tied to telemetry. Use SMTP events or webhooks to trigger specific use cases so the content feels like a personal coach, and route those events through a journey builder that throttles frequency by user segment. Doing this manually means someone is always late pulling CSVs and adoption stalls.
Expansion
Identify moments to pitch add-ons or higher plans. Pair usage heatmaps with customer stories to avoid sounding salesy, then lean on revenue intelligence tooling to create dynamic audiences when thresholds are crossed. Without an automated read on these signals, reps guess who to email next and expansion revenue leaks away.
Retention + win-back
Send health reports before the customer disengages. For churned cohorts, run a short survey plus a bite-sized guide that proves value quickly, and trigger cross-channel tasks when a plan lapses so sales, success, and marketing move in sync. The teams that rely on sticky notes instead of shared tooling always find out about churn weeks too late.
Visual cues
Lifecycle mapping starts with shared visibility.
Whiteboards still win when aligning journeys.
Keep each stage outcome-focused.