Surge45
EmailOn-Demand

Email Marketing: From Batch to Behavior

Advanced email segmentation and automation strategies that increase engagement.

40 minutes
2.7K views
Recorded Aug 2025
DK

David Kim

Email Marketing Lead

12+ years in email & automation. 50M+ emails optimized. 3x avg engagement rates.

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Key Takeaways

Transition from batch-and-blast to behavioral, trigger-based email programs

Build sophisticated segmentation models based on engagement and behavior

Design lifecycle email programs that nurture leads through the buyer journey

Implement lead scoring that prioritizes engaged prospects for sales

Create dynamic content that personalizes emails at scale

Optimize send times and frequency based on individual recipient behavior

Build re-engagement campaigns that win back dormant subscribers

Measure email's true impact on pipeline and revenue, not just opens and clicks

What You'll Learn

1

Behavioral Segmentation Models

Move beyond demographics to segment by actions, engagement patterns, website behavior, and buying signals. Learn to create segments that actually predict conversion likelihood.

2

Trigger-Based Automation

Design automated workflows triggered by specific behaviors: content downloads, pricing page visits, trial signups, feature usage, and more. Build journeys that respond in real-time to prospect actions.

3

Lifecycle Email Programs

Create comprehensive nurture tracks for each funnel stage: awareness, consideration, decision, onboarding, adoption, and expansion. Match content and messaging to where prospects are in their journey.

4

Lead Scoring & Prioritization

Implement scoring models that combine demographic fit with behavioral engagement. Route hot leads to sales automatically while continuing to nurture those who aren't ready.

5

Personalization & Dynamic Content

Use merge tags, conditional content blocks, and dynamic recommendations to personalize every email. Create one template that adapts to dozens of audience segments.

6

Performance Optimization

Go beyond open and click rates to measure email's impact on pipeline velocity, conversion rates, and revenue. Use A/B testing systematically to improve every element of your program.

Video Chapters

0:00

The Problem with Batch Email Marketing

5:40

Behavioral Segmentation Framework

14:20

Building Trigger-Based Automations

24:10

Lifecycle Programs & Lead Scoring

32:50

Measurement & Continuous Optimization

38:00

Q&A and Quick Wins

About the Presenter

DK

David Kim

Email Marketing Lead

David has over 12 years of experience in email marketing and marketing automation for B2B SaaS companies. He's optimized over 50 million email sends and consistently achieves engagement rates 3x higher than industry benchmarks.

His behavioral email programs have generated tens of millions in pipeline and he's helped companies transition from batch email to sophisticated automation. David has built email programs from scratch and scaled them to support companies through IPO. He speaks regularly at marketing conferences and has been featured in MarketingProfs and Marketing Land.

Downloadable Resources

Email Segmentation Workbook

Framework for building behavioral segments and lifecycle stages in your database

Automation Blueprint Library

12 proven email automation workflows ready to implement in your MAP

Lead Scoring Model Template

Complete lead scoring framework with demographic and behavioral criteria

What Viewers Are Saying

We went from sending 4 batch emails per month to running 18 behavioral automations. Email-sourced pipeline increased 312% while our unsubscribe rate actually decreased. This approach completely transformed our results.

Lisa Thompson

Marketing Director, CloudMetrics

The lifecycle email framework was exactly what we needed. Our nurture-to-opportunity conversion rate jumped from 8% to 24%. David's segmentation strategies finally made email feel personal even at scale.

Kevin Martinez

Demand Gen Lead, AutomateNow

I've been doing email marketing for 10 years and this webinar still taught me new strategies. The behavioral triggers and lead scoring integration have made our marketing automation actually intelligent. This is must-watch content.

Nicole Chen

VP Marketing, DataSync

Frequently Asked Questions

What marketing automation platform is this for?

These strategies work across all major platforms—HubSpot, Marketo, Pardot, ActiveCampaign, etc. David teaches concepts and frameworks that you can implement in any tool, with examples from multiple platforms.

Do I need a large email list for this to work?

No! Behavioral email actually works better with smaller, engaged lists. The strategies scale from 1,000 to 100,000+ subscribers. Even with a small database, you'll see improvements in engagement and conversion.

How technical is this? Do I need to code?

Zero coding required. Everything is done through your marketing automation platform's visual workflow builder. If you can drag-and-drop, you can implement these automations. David shows examples anyone can follow.

Will this help with deliverability?

Yes! Behavioral email improves deliverability because you're sending more relevant content to more engaged subscribers. The webinar includes best practices for list hygiene and maintaining sender reputation.

What resources are included?

You'll get the segmentation workbook, 12 automation blueprints, lead scoring template, and example workflows. Everything you need to start implementing behavioral email immediately after watching.

Related Resources

Guide

Marketing Automation Best Practices

Article

Lead Scoring Framework

Webinar

Demand Gen Metrics That Actually Matter

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