Mastering Email Campaigns for Scalable Outreach
Call Date
Primary Topics
Call Description
In this session, Brittoni Lodge demonstrates how to create, personalize, and automate email campaigns within the Focus.com business suite. The call covers everything from using the drag-and-drop email builder and AI-powered copywriting prompts to advanced features like batch scheduling, smart send, UTM tracking, and campaign analytics. Coaches will learn how to segment their lists, use custom values for personalization, and access a library of proven templates—empowering them to run more effective, scalable outreach that drives engagement and results.
Why this call matters
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Shows how to automate and personalize outreach for higher engagement and conversions.
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Reveals how to use AI to quickly generate high-impact email content.
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Explains advanced segmentation and targeting for more relevant messaging.
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Demonstrates how to track, analyze, and optimize campaign performance.
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Provides access to a library of ready-to-use email templates for faster execution.
Key Points:
- Introduction to Email Campaigns (00:00) – Overview of what email campaigns are and why they matter for coaches.
- Accessing the Campaign Builder (01:07) – Navigating to the email campaign area in the Focus.com business suite.
- Using the Drag-and-Drop Editor (02:45) – How to build visually engaging emails with the design editor.
- Leveraging AI Coach Assist (03:49) – Using built-in AI to generate subject lines, preview text, and email copy.
- Personalization with Custom Values (07:22) – Inserting dynamic fields like first names for tailored messaging.
- Testing and Previewing Emails (08:56) – How to preview and test emails across devices before sending.
- Scheduling and Batch Sending (09:48) – Options for scheduling, batch sending, and using smart send for optimal timing.
- Segmentation and Smart Lists (13:44) – Targeting specific groups using smart lists, tags, and engagement filters.
- Advanced Tracking and UTM Parameters (16:50) – Enabling click tracking and UTM codes for detailed analytics.
- Automated Follow-Up and Resend to Unopened (19:19) – Setting up automatic resends with alternate subject lines to boost open rates.
- Campaign Analytics and Performance Review (21:05) – Accessing detailed statistics on delivery, opens, clicks, and conversions.
- Using Templates for Faster Campaigns (26:45) – Accessing and customizing two years’ worth of pre-built email templates.
Key Takeaways:
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Automate Outreach: Use batch scheduling and smart send to maximize deliverability and engagement.
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Personalize at Scale: Insert custom values for dynamic, relevant messaging.
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Leverage AI: Speed up content creation with AI coach assist for compelling copy.
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Track Everything: Enable UTM and click tracking to measure campaign effectiveness.
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Segment for Results: Use smart lists and tags to target the right audience with the right message.
Notable Quotes:
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“You can use the AI coach assist to spin up these emails pretty fast.”
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“Custom values are just items that will pull in data from the client if we have their name.”
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“Batch scheduling lets you send to hundreds at a time, spaced out for deliverability.”
Action Steps from the Call:
- Build your next campaign using the drag-and-drop editor and AI coach assist (see 03:49).
- Set up batch scheduling or smart send for your email list (see 09:48).
- Add UTM tracking to all links for better analytics (see 16:50).
- Use segmentation and tags to target specific groups (see 13:44).
- Access and customize templates for faster campaign launches (see 26:45).
Resources & Tools Mentioned:
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Focus.com Business Suite: All-in-one platform for campaign creation, sending, and analytics.
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AI Coach Assist: Built-in AI tool for generating email copy and subject lines.
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Drag-and-Drop Email Builder: Visual editor for designing emails.
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Smart Lists & Segmentation: Tools for targeting and filtering contacts.
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UTM Tracking: For tracking link performance and campaign attribution.
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Email Templates Library: Two years’ worth of pre-built, customizable email templates.
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