The Automation at a Glance
- Tracks: Welcome Series, Educational & Business Wins, Lead-Magnet Follow-Up
- Cadence: Immediate + day-3 + day-7 + day-10 (Welcome), then weekly education; 0/3/7/14-day follow-up after download
- Segmentation: Engagement (opens/clicks), role relevance, and suppression while a contact is mid-journey
- Goal: Move readers from “curious” to “consult-ready” with skimmable value and one clear CTA per e-mail
The 7 E-mail Templates We Shipped (With Strategy)
Email 01 — Welcome to Intensity Health Solutions
Purpose: Warm onboarding and expectation setting.
What’s inside: Mission, partner model, and a low-friction “Schedule a 15-minute intro call.”
Why it works: Puts outcomes first and invites a small next step.
Email 02 — The fastest way to clarity on data, programs, and outreach
Purpose: Service clarity without jargon.
What’s inside: Five concise capability areas (Org Strategy, Data & Systems, Health Promotion, Training, Admin/Program Support) + “View our Capability Statement (PDF).”
Why it works: Skimmable list → proof asset → consult path.
Email 03 — Recent wins and how we get results
Purpose: Social proof that feels real.
What’s inside: Certifications and recent snapshots (e.g., CDC advisor recruitment coordination; American Red Cross training & program support).
Why it works: Specific, credible outcomes > generic claims.
Email 04 — 3 practical steps to clean, trusted program data
Purpose: Education with immediate utility.
What’s inside: Decision-ready definitions, automated QA checks, and UAT that sticks; CTA to “Get a 30-minute Data QA audit.”
Why it works: Teaches a repeatable cadence and ties to a consultable audit.
Email 05 — A simple checklist for community outreach that works
Purpose: Public-health comms made actionable.
What’s inside: Audience insight, cultural competency, measurement; CTA to capability PDF.
Why it works: A one-screen checklist that readers can apply this week.
Email 06 — Case note: 300+ advisors, 9 countries—what it took
Purpose: Enterprise-scale credibility.
What’s inside: Planning, logistics, localized onboarding, stakeholder alignment; CTA to “Talk through your rollout plan.”
Why it works: Moves complex buyers by de-risking the path.
Email 07 — Post Lead-Magnet Follow-Up: Optimization Toolkit
Purpose: Make the resource useful and create a diagnostic moment.
What’s inside: Quick-start steps, score-based next actions (0–40), and “Book a 20-minute Optimization Review.”
Why it works: Personalizes value by score and asks for a reply or booking.
Pro tip: Each e-mail uses a single, dominant CTA. Fewer decisions → higher click intent.
Automation Logic (Constant Contact)
- Entry rules:
- Welcome triggers on main-list signups
- Follow-up triggers on specific lead-magnet form submits
- Welcome triggers on main-list signups
- Suppression: Pause Education while Welcome is running; suppress nurture when a contact becomes an active opportunity
- Branching by engagement: Weekly cadence for recent openers/clickers; bi-weekly with re-engagement subject lines for low-activity contacts
- Role relevance: Swap primary content blocks based on operations vs. communications needs
Copy & Design Principles We Followed
- Skimmable modules: Headline → 2–3 bullets → 1 CTA
- Outcome-first subject lines: “Cut intake delays by 17% with this 30-min fix” style
- Mobile-first layout: Single column, generous line height, tappable buttons
- Compliance-aware phrasing: “can help,” “may improve,” and attributed stats
- Consistency: Headers (HOME | ABOUT | WHY US | OUR VALUE | FAQ | CONTACT) + “Capability Statement” anchor
Deliverability Guardrails
- Verified domain authentication (SPF, DKIM, DMARC)
- Text-first approach with restrained imagery and meaningful ALT text
- Gradual list warm-up and a 90–120 day sunset policy with re-engagement track
- Plain-text fallbacks and link QA before launch
What Changed After Launch (Qualitative)
- Faster first clicks from the Welcome pair (Emails 01–02) thanks to outcome-driven copy and a prominent consult button
- More replies on the Educational stream when each message ends with one specific question
- Higher consult bookings from the Toolkit follow-up after adding score-based next steps
(Exact numbers vary by audience mix and seasonality; the pattern above is consistent across healthcare rollouts we manage.)
FAQ
Q1: How many e-mails should a healthcare Welcome Series include?
Three to four. Enough to set expectations, share proof, and offer a clear next step—without exhausting attention.
Q2: What makes educational e-mails convert?
Actionable frameworks, short case notes, and one decisive CTA—plus a reply-worthy question.
Q3: How do we prevent overlap between journeys?
Use suppression rules: pause Education while Welcome runs; suppress nurture when a contact is in an active opportunity stage.
Q4: What should a lead-magnet follow-up include?
Immediate delivery + quick start, common roadblocks, a micro-diagnostic, and a tailored CTA (call, audit, or planner).
Q5: What deliverability steps matter most?
SPF/DKIM/DMARC, clean list sources, gradual send ramps, ALT text, and a 90–120 day sunset policy.
Want this built for your brand?
Salesenzine can stand up the entire stack—strategy, copy, design, deliverability, analytics, and ongoing optimization—inside Constant Contact or your current platform. Book a discovery call and we’ll map your three core journeys in a week.
