Email marketing can be a struggle. Getting a team, let alone the right side can be a hard task. Building your team up so you can reach the real potential is crucial if you are looking to succeed in email marketing.

So, you need to send emails. Sounds easy, right? It is! If you have the right team, of course.

But what is “the right team”? How many people does it take to send an email? Let’s look at the essential roles that would need to be covered.

  • The strategist
  • The business analyst
  • The project manager
  • The developer
  • The designer
  • The production specialist
  • The writer
  • The campaign manager
  • The deployment specialist
  • The data analyst

Have a look at our instalment ‘Alexa, Read My Emails’ or if you are more interested in the email side of content take a look at ‘Email Tips & Tricks’

Before we take an in-depth look at these roles, we must stress the fact that these functions do not require a person each. They can be combined into 3-4 people, or they could be spread over a 50-people team.

The Roles Of Marketing Automation

  • The business analyst. They are the bridge between strategist and developer. Thanks to their data insight, they are able to translate marketing objectives into points of action.
  • The developer. Once the plan has been agreed on, developers step in to carry out data integrations, implement third-party systems, write queries for segmentations or code dynamic elements. This role is merged with the product specialist and could indeed be carried out by the same person.
  • The designer. This role is not just about the images and banners: the designer needs to be familiar with the specifics of email design and formatting, have a strong branding concept, and work closely with the other part of the creative team: the writer.
  • The production specialist. Perhaps the designer can also cover this role, because it’s about bringing that design a step forward into HTML and CSS, as well as test rendering on different devices.
  • The writer. Words convert. It’s a fact. As flashy as your graphics might be, without a copy, they’d probably mean nothing – and end up in Junk. This is not about literary standards: it’s about conversion. Again, this role must be filled by someone familiar with email writing techniques.
  • The deployment specialist. Also known as a quality assurance specialist. They make sure that the correct message is sent across all campaigns and runs deployment quality checklists to avoid the dreaded error and minimise unnecessary work.
  • The data analyst. They are in charge of gathering the necessary reports on specific email performance indicators to bring it to the strategist and other stakeholders to discuss.

Want to learn more about dealing with an Automation Team? Have a look at the blog post ‘here’

The Managers

  • The project manager. Email marketing campaigns need a lot of trafficking, scheduling, stakeholder management, timelining and cross communicating. Enter the project manager.
  • The campaign manager. Someone needs to put all the assets together and set them in place according to the goals, calendars and standards set up by the strategist. The person who rolls up their sleeves and digs in is the campaign manager.
  • The strategist. They lay the foundation for the overall direction to a successful email program, and have a deep insight into the business and short and long-term strategies for the company as a whole. They create annual and quarterly plans, oversee campaigns, plan tests and direct implementations.

In Conclusion

It’s doubtful that someone in your organisation will meet all these requirements, but by the same token, it’s quite probable that you already have someone in your team who can carry out at least two of these tasks (if not more).

There is also the possibility of training, upskilling, and allowing your team to get certified in their field. After mapping your roles to your revenue streams, identify what kind of exercise might be required and if it can be provided in-house or perhaps outsourced—just a few insights into Building up your email marketing team.