AIを活用したメールマーケティングの方法

AIはメールマーケティングを変革しています。本ガイドでは、AIツールを使ってコンテンツ作成、メッセージのパーソナライズ、送信時間の最適化を自動化する方法を解説します。AIが開封率を向上させ、時間を節約し、コンバージョンを改善するステップバイステップの方法と、実践例、無料および有料のおすすめAIメールプラットフォームを紹介します。

メールマーケティングは依然として顧客にリーチする強力な手段であり、AIはその効果をさらに高めることができます。今日のAI搭載ツールは、件名作成、メール本文の草案作成、送信時間の最適化などのタスクを自動化できます。実際、調査によると約63%のマーケターがすでにメールキャンペーンに生成AIを活用しています

AIを活用してメッセージをパーソナライズしデータを分析することで、開封率やクリック率、最終的には売上を向上させることが可能です。本ガイドでは、AIを活用したメールマーケティングの方法を、コンテンツ生成からターゲティング、キャンペーンのテストまでステップバイステップで解説します。

メールマーケティングにおけるAIとは?

メールマーケティングにおけるAIとは、機械学習と自動化を用いてキャンペーンを改善することを指します。実際には、以下の2つの主要なアプローチがあります:

予測AI

顧客の行動パターンを分析し、好みや最適なエンゲージメント時間を予測します。

生成AI

各受信者に合わせた件名やメール本文などのパーソナライズされたコンテンツを作成します。

AI搭載のメールシステムは自動的に以下を行えます:

  • 各受信者向けにメールコンテンツや件名をパーソナライズする
  • 各ユーザーが開封しやすい最適な送信時間を設定する
  • 複雑なデータパターンに基づきオーディエンスをセグメント化する
  • 各ユーザーのニーズに合わせた新しいコンテンツを作成する

最終的な目標はエンゲージメントの向上です。AI駆動のメールは受信者にとってより関連性が高く感じられ、開封率やクリック率の向上につながります。

メールマーケティングにおけるAIの概念
メールマーケティングにおけるAIの概念

なぜメールマーケティングにAIを使うのか?

メールマーケティングにAIを統合することで大きなメリットがあります。マーケターはAI駆動のキャンペーンでエンゲージメントと収益の向上を報告しています。ある報告では、AI支援のメールキャンペーンで収益が最大41%向上したとされています。

より良いパーソナライズ

AIは購読者データを分析し、名前、商品推薦、動的オファーなど、より関連性の高いコンテンツを個々に届けます。

高いエンゲージメント

パーソナライズされ、タイムリーなメールは注目されます。一般的な一斉送信に比べ、ターゲットを絞ったメールは開封率とクリック率を大幅に向上させます。

時間の節約

AIは件名やメール本文のドラフトを数秒で作成できます。マーケターは一から書くのではなく、修正を加えるだけで済みます。

最適化とインサイト

AIツールは多数のA/Bテストを実施し、結果を人間より速く分析。最適な施策を自動で特定し、継続的な改善を可能にします。

主な利点:AIはメールマーケティングをより効率的かつパーソナライズし、開封率とクリック率を高めつつチームの時間も節約します。
メールマーケティングにおけるAIの利点
メールマーケティングにおけるAIの利点

AIによるコンテンツ作成

メールコンテンツの作成はAIに適しています。生成型言語モデルは、簡単なプロンプトから件名、プレビューテキスト、本文、行動喚起を作成できます。

HubSpotのAIメール作成機能

HubSpotのメールエディターには、キャンペーンの目標と対象を説明すると自動でメールのドラフト(件名、プレビュー、本文、CTA)を生成するAI機能があります。対象、商品情報、希望するアクションなどを入力すると、ツールが件名や本文などを自動で埋めます。

MailchimpのIntuit Assist

MailchimpはAIを活用した「Intuit Assist」機能を提供しています。「夏のセールのお知らせ」などのプロンプトを入力すると、ブランドの声に合った件名、プレビュー、メール本文を生成します。白紙からのブレインストーミングが簡単なプロンプト作成に変わります。ユーザーはAIの出力を調整し承認するだけです。

ベストプラクティス

AIコンテンツツールを使ってライターズブロックを克服したり、作成をスピードアップしましょう。AIモデル(ChatGPTなど)は、ビジネスやキャンペーンの基本情報を提供すると、アイデアを丸ごと提案できます。AIのテキストをそのまま使わなくても、創造的な件名や本文のヒントになります。

必ずAI生成コンテンツを確認・編集してください。正確性とブランドの一貫性を保つために校正を行い、AIで素早くドラフトを作成した後はトーンや事実に合わせて仕上げましょう。

AIによるメールコンテンツ作成
AIによるメールコンテンツ作成

パーソナライズとセグメンテーション

AIはパーソナライズに優れています。従来のメールキャンペーンは全員に同じメッセージを送ることが多いですが、AIは個々の興味や行動に合わせてメールをカスタマイズできます。

顧客データ(過去の購入履歴、ウェブサイトの行動、クリック)を使い、AIアルゴリズムはリストを非常に細かいグループに自動でセグメント化します。例えば、AIは以下のことが可能です:

  • リードスコアを割り当て、高い可能性の見込み客を特定する
  • 類似オーディエンスを発見し、コンバージョンしやすい見込み客を見つける
  • 受信者のプロフィールに応じて画像、オファー、文言を差し替える
  • 個別に最適な送信時間を設定する

この動的なパーソナライズにより、各購読者は自分のために作られたメールだと感じます。例えばActiveCampaignのプラットフォームは、動的コンテンツのパーソナライズを提供し、メールの画像やCTAを自動で受信者の好みに合わせて調整します。

関連性を持ってスケール:AIは「大規模でも高度にパーソナライズされターゲットを絞ったコンテンツ」を可能にします。数千人に送っても一対一のように感じられるキャンペーンを実現しましょう。メールツールのAI機能を使い、各人に最適なコンテンツが表示されるルールやプロンプトを設定してください。
AIによるパーソナライズとセグメンテーション
AIによるパーソナライズとセグメンテーション

送信タイミングと頻度の最適化

メールを送るタイミングは、内容と同じくらい重要です。AIは各人が最も反応しやすい時間にメールをスケジューリングするのに役立ちます。

「送信時間最適化」や「パーフェクトタイミング」と呼ばれるツールは機械学習を使い、過去の開封やクリックを分析します。プラットフォームは購読者が過去にメールを開封した時間を調べ、新しいメールを最適な時間に自動送信します。

最初の1時間のメール開封率 21.2%

研究によると、AI駆動のタイミング最適化は開封率とクリック率を大幅に改善します。ほとんどのメールエンゲージメントは送信後1日以内に発生し、特に最初の1時間に集中しています。最新のメールプラットフォームはAIを使ってこれらのピークを学習し、最適化します。

同様に、AIは反応に応じて送信の頻度も調整します:

  • 購読者がメールを全く開封しない場合、AIは送信頻度を減らすことがあります
  • 高いエンゲージメントのユーザーにはより多くのメールを送ることがあります
  • システムは時間とともに学習し適応します

AIベースのスケジューリング機能を使い、最大の効果を得るために各人がいつ、どのくらいの頻度でメールを受け取るべきかを自動で判断させましょう。

AIによるメール送信時間最適化
AIによるメール送信時間最適化

A/Bテストと最適化

AIはメールキャンペーンのテストと分析を大幅に強化します。従来、マーケターはリストの一部で件名など1つの要素をA/Bテストしていましたが、AIは複数のテストを分析し、改善案を提案します。

コンテンツ最適化

Mailchimpのプラットフォームには、メールのコピー、画像、レイアウトをレビューするコンテンツオプティマイザーがあります。業界ベンチマークと比較し、リンク追加やタイポグラフィ調整などの変更を推奨し、エンゲージメント向上を図ります。

予測テスト

多くのAIツールはどのバージョンが勝つか予測できます。AIは複数の件名をテストし洗練させます。「AIを使って件名をテストすると、どれがより高いエンゲージメントを生むか分かり」、その知見を今後の送信に活かせます。実際、あるマーケターは生成AIを使ったコンテンツ作成と評価でA/Bテスト効率が10倍向上しました。

実践的な実装

メールプラットフォームは視覚的なA/Bテストツールを提供しています。例えばMailchimpのスプリットテスト機能では、2つのメールバリアント(A対B)を異なるセグメントに送信し、どちらが効果的か測定できます。

実際にはAI分析を使って勝者コンテンツを特定し、見出し、画像、本文の多変量テストを実施します。AI生成のインサイトをレビューし、響く要素を理解してキャンペーンを洗練させましょう。このデータ駆動型アプローチにより、各キャンペーンは前回より優れたものになります。

AIによるメールのABテストと最適化
AIによるメールのABテストと最適化

人気のAIメールマーケティングツール

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HubSpot Marketing Hub

Developer HubSpot, Inc. — U.S.-based software company specializing in inbound marketing, sales, CRM and service platforms
Supported Platforms
  • Web browsers (desktop and mobile)
  • iOS mobile app
  • Android mobile app
Language Support Multiple languages including English, Spanish, German, French, Portuguese (Brazil), Japanese, Dutch, Italian, Korean, Swedish, Thai and more. Available globally.
Pricing Model Free tier with core tools. Paid plans available: Starter, Professional, Enterprise for advanced functionality

What is HubSpot Marketing Hub?

HubSpot Marketing Hub is a comprehensive AI-enabled email marketing and marketing automation platform integrated within the HubSpot Customer Platform. It empowers businesses to create, send, and optimize email campaigns while leveraging audience segmentation, automated workflows, CRM integration, and rich analytics — all unified in one system. With built-in AI tools supporting content generation, personalization, and campaign optimization, it helps marketers scale effectively and drive data-driven leads and conversions.

Complete Platform Overview

In today's marketing landscape where automation and personalized communications are essential, HubSpot Marketing Hub distinguishes itself by combining email marketing, CRM integration, and AI-powered features in a single platform. Designed to serve businesses from small startups to large enterprises, it offers a free base tier with scalable paid plans as needs grow.

The platform provides a drag-and-drop email editor, marketing contacts database, automation workflows, analytics dashboards, and AI writing and optimization tools — giving marketers a flexible, comprehensive toolkit. Whether you're sending simple newsletters or building multi-step nurture campaigns, the platform supports the entire customer journey from lead capture via forms to conversion tracking and ROI measurement. Integration with other HubSpot Hubs (Sales, Service, Content) further enhances customer journey tracking and cross-team alignment.

Key Features & Capabilities

AI-Powered Content Creation

Leverage AI email writer and content assistant to generate and optimize email copy automatically, saving time while maintaining quality.

Visual Email Builder

Drag-and-drop email editor with templates, personalization tokens using CRM data, and advanced segmentation tools for targeted campaigns.

Marketing Automation

Build automation workflows with email triggers, lead nurturing sequences, segmentation updates, and complete campaign orchestration.

Advanced Analytics

Track open/click rates, deliverability, attribution, customer journey metrics, and campaign ROI through comprehensive dashboards.

Seamless Integrations

Native CRM integration with contacts, lifecycle stages, and behavior tracking, plus over 1,900 third-party integrations via HubSpot Marketplace.

Download or Access Link

Getting Started Guide

1
Create Your Account

Sign up for a HubSpot Marketing Hub account. Choose between the free tier to get started or select a paid plan for advanced features.

2
Configure Email Authentication

Connect your domain and set up email authentication (SPF/DKIM) to ensure optimal deliverability and protect your sender reputation.

3
Import Your Contacts

Import or sync your contact database via the built-in CRM or connect external sources to centralize your audience data.

4
Design Your Email Campaign

Choose a template, use the drag-and-drop editor, insert personalization tokens, and optionally leverage the AI email writer to generate compelling copy.

5
Segment Your Audience

Create targeted segments using contact filters, behavioral data, or lifecycle stage criteria to ensure relevant messaging.

6
Build Automation Workflows

Set up automation workflows triggered by email sends, form submissions, page visits, or list membership to nurture leads automatically.

7
Launch and Monitor

Publish and send your email campaign. Monitor deliverability, open/click rates, bounce rates, and unsubscribe metrics within the dashboard in real-time.

8
Analyze and Optimize

Review analytics and attribution reports to evaluate campaign performance, identify improvement opportunities, and refine future email strategies.

9
Scale with Advanced Features

Expand into advanced capabilities: dynamic personalization, multi-step nurture sequences, AI-driven lookalike audiences, and more as your plan level permits.

Important Considerations & Limitations

Free Tier Restrictions: The free tier includes basic email marketing and automation, but many advanced features (extensive workflows, custom reporting, large contact volumes) require paid plans.
Pricing Considerations: Pricing can escalate significantly for larger contact databases or enterprise-level features, making it relatively costly compared to simpler, specialized email-only tools.
Learning Curve: Some users report a steeper learning curve when building complex automation flows or integrations compared with specialized email-only platforms.
AI Language Support: While the platform supports many languages, AI-generated content (especially in non-English languages) may require manual review for accuracy and proper localization.

Frequently Asked Questions

Does HubSpot Marketing Hub offer a free plan?

Yes — there is a free tier that includes basic email marketing tools, CRM, forms, and landing pages, allowing up to a defined number of sends. However, advanced features such as extensive automation, custom reporting, and larger contact volumes are locked behind paid plans (Starter, Professional, Enterprise).

What devices can I use HubSpot Marketing Hub on?

HubSpot Marketing Hub can be accessed via web browsers on both desktop and mobile devices. Additionally, mobile apps for iOS and Android are available for the broader HubSpot platform, including CRM and marketing features, allowing you to manage campaigns on the go.

Can I create multi-language email campaigns?

Yes — the platform supports many interface languages and you can compose email content in multiple languages. However, if you rely on AI content generation for non-English languages, you should manually review the output for accuracy, cultural appropriateness, and proper localization.

How suitable is HubSpot Marketing Hub for small businesses?

For small businesses, the free plan provides an excellent starting point to send emails and capture leads. As you scale and require advanced automation, custom reporting, or larger contact volumes, costs increase significantly. Evaluate your growth trajectory and feature requirements to determine if the investment aligns with your budget and goals.

What is required before sending marketing emails?

Before sending marketing emails, you should set up email authentication (SPF/DKIM) on your sending domain to ensure good deliverability and protect your sender reputation. Additionally, properly segment your audiences, maintain clean contact lists, and ensure compliance with local email regulations such as CAN-SPAM (U.S.), GDPR (EU), or other applicable laws in your region.

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Mailchimp

Developer The Rocket Science Group (founded by Ben Chestnut and Dan Kurzius in 2001)
Supported Platforms
  • Web browsers (desktop and mobile)
  • Android mobile app
  • iOS mobile app
Language Support 50+ languages for forms and email content. Available in 180+ countries via partner experts.
Pricing Model Free plan (up to 500 contacts, 1,000 monthly sends) + paid tiers: Essentials, Standard, Premium

What is Mailchimp?

Mailchimp is a leading all-in-one marketing automation and email marketing platform designed to help businesses of all sizes create, send and optimize email campaigns using intuitive tools and AI-powered features. It enables marketers to design professional emails, segment audiences, automate workflows, integrate with third-party tools and use generative AI to streamline content creation and send-time optimization. With its Free plan and scalable paid tiers, it is a popular choice for startups, small businesses and enterprises alike.

Detailed Overview

In today's competitive digital landscape, effective email marketing demands personalization, automation and efficiency. Mailchimp responds to these needs by combining traditional email marketing with artificial intelligence and advanced analytics. Its drag-and-drop editor, template library and audience management tools lower the barrier to professional campaigns.

Beyond that, its AI-driven features — such as content generation, send-time optimization and predictive segmentation — help marketers boost engagement with less manual effort. Mailchimp's Free plan allows newcomers to experiment with email marketing, while its paid plans unlock deeper automation, integrations and campaign insights, enabling businesses to scale their efforts as they grow.

Mailchimp
Mailchimp email marketing platform interface

Key Features

Generative AI Tools

Create on-brand email copy and designs effortlessly with AI-powered assistants.

  • Email Content Generator for automated copywriting
  • Creative Assistant for template design
  • Brand-consistent content creation
Marketing Automation

Build sophisticated automated workflows to engage customers at the right time.

  • Welcome email series
  • Abandoned cart recovery
  • Multi-step customer journeys
Advanced Segmentation

Personalize campaigns at scale with intelligent audience targeting.

  • Dynamic content personalization
  • Predictive demographics
  • Tag-based audience groups
AI Send-Time Optimization

Maximize engagement with AI-recommended optimal send times for each recipient.

  • Best send day recommendations
  • Timezone-aware scheduling
  • Performance-based timing
Analytics & Reporting

Track campaign performance and optimize with data-driven insights.

  • Real-time performance tracking
  • A/B testing capabilities
  • Smart recommendations for improvement

Download or Access Link

How to Get Started with Mailchimp

1
Create Your Account

Sign up for a Mailchimp account. Choose the Free plan to start or select a paid tier for advanced features.

2
Set Up Your Audience

Import contacts, configure contact fields and optionally set up language or location preferences for better targeting.

3
Create Your Campaign

Choose a template or use the Creative Assistant to build your design. Use AI "Write with AI" or Email Content Generator to draft compelling copy.

4
Segment Your Audience

Use tags, dynamic segments or predictive data to define recipient groups for personalized messaging.

5
Configure Automation

Set up automation flows such as welcome series, abandoned cart reminders or re-engagement campaigns.

6
Optimize Send Settings

Let the platform recommend the best send day and time or schedule manually based on your audience behavior.

7
Preview and Test

Ensure content looks correct across devices and run A/B tests to optimize subject lines, content or send times.

8
Send or Activate

Send your campaign immediately or activate your automated flow to start engaging your audience.

9
Monitor Performance

View open rates, click rates and engagement metrics. Use smart recommendations to refine future campaigns.

10
Scale Your Efforts

As your list grows, upgrade your plan to gain access to more contacts, sends, advanced features and integrations.

Important Limitations

Free Plan Restrictions: The Free plan supports up to 500 contacts and 1,000 email sends per month with a daily cap of 500 sends.
  • Advanced automation, generative AI features and large contact lists require paid tiers (Essentials, Standard or Premium), which can become expensive as volume and complexity grow.
  • Some AI features (such as Email Content Generator) may be limited to particular plans or regions (beta access, English only in some cases).
  • While the platform supports many languages in forms and subscriber segmentation, users may still need to manually adjust content for full localization or nuanced regional messaging.

Frequently Asked Questions

Does Mailchimp have a Free plan?

Yes. Mailchimp offers a Free plan that includes up to 500 contacts and 1,000 email sends per month, suitable for starting marketers.

What devices can I use to access Mailchimp?

You can access Mailchimp via web browsers (desktop or mobile) and mobile apps (Android and iOS) through the Mailchimp platform.

Can Mailchimp create emails using AI?

Yes. Mailchimp features generative AI tools — such as the Email Content Generator and Creative Assistant — to help create branded email copy and templates.

Are there limits on how many emails I can send?

Yes. Limits depend on your plan. For example the Free plan allows up to 1,000 sends per month (for up to 500 contacts); paid plans scale sending limits based on contact volume.

Does Mailchimp support multi-language campaigns?

Yes. You can translate signup forms and email content into more than 50 languages, segment subscribers by language and send timezones globally.

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Campaign Monitor

Developer Campaign Monitor (CM Group)
Supported Platforms
  • Web browsers (desktop and mobile)
Availability Available worldwide with global support
Pricing Model Free trial available. Paid plans: Lite, Essentials, Premier (pricing scales with subscriber count)

What is Campaign Monitor?

Campaign Monitor is a professional email marketing platform that helps businesses design, automate, and optimize email campaigns with ease. Combining visual email design, audience segmentation, marketing automation, and AI-powered copywriting tools, it enables marketers to deliver personalized, high-converting email communications. With an intuitive drag-and-drop editor and comprehensive analytics dashboard, Campaign Monitor streamlines email marketing for businesses of all sizes.

Why Choose Campaign Monitor?

In today's digital-first marketing landscape, successful email campaigns require personalization, automation, and relevance. Campaign Monitor addresses these needs by offering a streamlined platform where marketers can craft visually engaging emails, segment audiences with rich data, and build automated customer journeys that respond to subscriber behavior.

The platform's AI Writer feature helps users generate and refine campaign copy quickly, reducing creative bottlenecks while maintaining brand voice. From small businesses to marketing agencies, Campaign Monitor provides the tools to create data-driven emails that convert, backed by deep analytics and flexible integrations.

Key Features

AI-Powered Copywriting

Generate, adapt, and optimize email content with the AI Writer tool for specific audiences and campaigns.

Drag-and-Drop Email Builder

Create stunning emails with 100+ professional templates and mobile-optimized layouts—no coding required.

Advanced Audience Segmentation

Tailor messaging by location, custom fields, behavior, and preferences with dynamic content capabilities.

Marketing Automation

Build automated workflows and customer journeys triggered by subscriber actions, lifecycle stages, or business rules.

Real-Time Analytics

Track campaign performance with comprehensive reporting dashboards and actionable insights.

CRM Integrations

Connect seamlessly with CRM systems and third-party marketing tools to unify your data.

Download or Access Link

How to Get Started with Campaign Monitor

1
Create Your Account

Sign up for a Campaign Monitor account and choose a plan or start with the free trial to explore features.

2
Build Your Subscriber List

Import or create your subscriber list and define relevant custom fields for effective segmentation.

3
Design Your Email

Use the template library or drag-and-drop builder to create visually appealing email campaigns.

4
Generate AI-Powered Copy

Optionally use the AI Writer tool to generate or refine your email copy tailored to your target audience.

5
Segment Your Audience

Create segments based on subscriber attributes or behavior (location, purchase history, engagement) for targeted sends.

6
Set Up Automation

Build automation workflows or customer journeys with triggers (form signup, purchase) and follow-up email sequences.

7
Preview and Test

Preview your campaign across devices, test for deliverability, and schedule the optimal send time.

8
Monitor Performance

After sending, track open rates, click-throughs, conversions, and other key metrics in the analytics dashboard.

9
Optimize Future Campaigns

Use performance insights to adjust segmentation, content, or send timing for improved results.

10
Scale Your Marketing

Grow your subscriber list, upgrade your plan as needed, and integrate with CRM or marketing tools to expand your reach.

Important Limitations to Consider

  • No fully free unlimited plan — A paid subscription is required to unlock full features and send to larger lists.
  • Pricing scales with subscribers — Costs can increase significantly as your list grows and you add advanced features.
  • Limited advanced automation — Some highly customized workflows may be less flexible compared to specialized automation platforms.
  • Browser-based interface — Mobile apps are not the primary focus, which may limit on-the-go campaign editing compared to competitors.

Frequently Asked Questions

Is there a trial version of Campaign Monitor?

Yes — Campaign Monitor offers a free trial so you can explore its features, test the email builder, and evaluate automation tools before committing to a paid plan.

Does Campaign Monitor use AI for email creation?

Yes — Campaign Monitor includes an AI Writer tool that helps generate or refine email copy, target new audiences, and optimize calls-to-action for better engagement.

Can I send automated email journeys in Campaign Monitor?

Absolutely — The platform supports automation workflows and customer journeys triggered by subscriber actions (signups, purchases, clicks), enabling personalized email sequences.

Which types of businesses is Campaign Monitor best for?

Campaign Monitor is well-suited for small to mid-sized enterprises, marketing agencies managing multiple clients, and businesses that prioritize design quality, audience segmentation, and analytics in their email marketing strategy.

Is Campaign Monitor available globally?

Yes — Campaign Monitor is available worldwide and supports businesses in multiple countries and languages, making it accessible for global marketing teams.

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Salesforce Marketing Cloud

Developer Salesforce, Inc.
Supported Platforms
  • Web browsers (desktop and mobile)
  • iOS mobile app
  • Android mobile app
Language Support Multiple languages supported globally
Pricing Model No free plan — Custom enterprise pricing with consumption-based model

Enterprise Marketing Automation Platform

Salesforce Marketing Cloud is an enterprise-level digital marketing automation platform that enables businesses to orchestrate, personalise and optimise email marketing campaigns and broader customer engagement activities. Leveraging built-in AI (Salesforce Einstein) and a unified data architecture, it empowers marketers to deliver targeted communications across email, mobile, advertising and other channels. The platform is designed for organisations requiring deep analytics, large-scale campaigns and integrated journeys tied to CRM data.

Why Choose Salesforce Marketing Cloud

In today's competitive digital landscape, companies face the challenge of delivering personalised, timely communications across diverse channels while making sense of complex customer data. Salesforce Marketing Cloud addresses this by offering a comprehensive feature set centred around email marketing, journey orchestration, data unification and AI-driven insights.

With its drag-and-drop Email Studio, Journey Builder, Data Cloud integration and Marketing Cloud Connect to CRM, the platform enables marketing teams to build sophisticated, multi-step campaigns that respond in real time to customer behaviour and lifecycle stages. For businesses ready to scale and integrate marketing deeply with sales and service, it offers a robust foundation.

Key Features

AI-Powered Personalisation

Leverage Einstein AI and Data Cloud for intelligent marketing automation:

  • Predictive content recommendations
  • Send-time optimisation
  • Behaviour-based segmentation
  • Real-time customer insights
Multi-Channel Orchestration

Manage all customer touchpoints from a single platform:

  • Email marketing campaigns
  • SMS and mobile push notifications
  • Social media advertising
  • Web personalisation
Journey Builder & Automation

Create sophisticated customer journeys with advanced logic:

  • Visual journey mapping across touchpoints
  • Dynamic branching and decision splits
  • Real-time trigger-based automation
  • Multi-step campaign workflows
Deep CRM Integration

Unify customer data for 360-degree marketing:

  • Seamless Salesforce CRM sync
  • Unified customer profiles
  • Advanced segmentation capabilities
  • Cross-platform data activation
Analytics & Reporting

Measure and optimise campaign performance:

  • Real-time performance dashboards
  • Cross-channel ROI tracking
  • Attribution modeling
  • Marketing spend optimisation

Download or Access Link

Getting Started Guide

1
Sign Up & Select Edition

Register for Salesforce Marketing Cloud and choose the appropriate edition based on your contact volume, channel requirements and business needs.

2
Integrate CRM & Import Data

Connect your existing CRM (Salesforce or third-party) and import or sync customer data into Data Cloud or Marketing Cloud data models for unified profiles.

3
Design Email Content

Use Email Studio to create campaigns: select templates, customise layouts, insert dynamic content and personalise messaging using customer data.

4
Build Customer Journeys

Create multi-step journeys in Journey Builder: define triggers (sign-up, purchase, inactivity), map customer paths and add branching logic based on behaviour.

5
Configure Multi-Channel Messaging

Expand beyond email by setting up SMS, mobile push notifications and display advertising as part of your integrated customer journeys.

6
Activate AI Features

Enable Einstein AI capabilities: predictive segmentation, send-time optimisation and personalised content recommendations to maximise engagement.

7
Launch & Monitor Performance

Deploy your campaigns and track performance via analytics dashboards: monitor opens, clicks, conversions, journey completion, ROI and channel attribution.

8
Optimise & Scale

Continuously refine segments, update content based on insights, expand journeys and scale campaigns across channels and geographies.

Important Considerations

Enterprise Pricing: Salesforce Marketing Cloud does not offer a free plan for full functionality. Pricing is customised and typically starts at high entry levels, making it best suited for large enterprises.
  • Implementation complexity: Setup requires significant time, technical expertise and often external consulting, which increases total cost of ownership.
  • Consumption-based pricing: Costs are based on contacts, messages and channels used, which can escalate sharply with volume.
  • Over-engineered for small businesses: SMBs with simpler marketing needs may find the platform too complex and less cost-efficient compared to lightweight email marketing tools.
  • Learning curve: The platform's extensive feature set requires training and onboarding for marketing teams to use effectively.

Frequently Asked Questions

Does Salesforce Marketing Cloud offer a free trial?

While Salesforce offers free trials for some of its products, Salesforce Marketing Cloud itself does not offer a broad free plan. Pricing requires a custom quote based on your specific needs and contact volume.

Can I use Salesforce Marketing Cloud for email marketing alone?

Yes — Email Studio and related modules support email campaign creation, segmentation and automation. However, the platform's full value is achieved when integrated across multiple channels and data sources for comprehensive customer engagement.

What size company is best suited for this platform?

Large enterprises or organisations with complex marketing automation needs, large contact volumes and a desire for deep CRM integration are best suited. Smaller businesses may find lighter, more affordable email marketing tools more cost-effective.

Can I send SMS and mobile push in addition to email?

Yes — the platform supports multi-channel messaging including SMS, mobile push notifications, web advertising, social media and more, all orchestrated through unified customer journeys.

How does artificial intelligence work in Salesforce Marketing Cloud?

The platform uses Salesforce Einstein and Data Cloud to enable predictive analytics, send-time optimisation, personalised content recommendations and intelligent segmentation based on customer behaviour and historical data patterns.

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ActiveCampaign

Developer ActiveCampaign, LLC (Chicago, Illinois)
Supported Platforms
  • Web browsers (desktop and mobile)
  • Android mobile app
  • iOS mobile app
Language Support Available globally with interface support for major languages and multiple regional capabilities
Pricing Model No free forever plan — 14-day free trial available, paid subscription required after trial

What is ActiveCampaign?

ActiveCampaign is a cloud-based marketing automation, email marketing, and CRM platform designed to help businesses of all sizes create, send, and optimize email campaigns using AI-driven tools. It combines email marketing with automation workflows, advanced segmentation, predictive analytics, and generative AI content creation. With its intuitive interface and powerful automation capabilities, ActiveCampaign enables marketers to deliver personalized campaigns at scale, going far beyond basic email blasts.

Why Choose ActiveCampaign?

In today's competitive digital marketing landscape, mass email sending is no longer effective — personalization, timing, relevance, and automation are essential. ActiveCampaign addresses these needs by combining robust email marketing functionality with advanced automation and artificial intelligence.

Design campaigns, segment audiences based on behavior, and leverage AI features to generate subject lines, content blocks, and optimized send times. The platform supports multi-channel messaging and deep integrations, making it ideal for businesses looking to scale their email marketing efforts and boost engagement through data-driven, AI-augmented strategies.

ActiveCampaign
ActiveCampaign platform interface

Key Features

Generative AI Tools

Streamline content creation with AI-powered assistance:

  • Subject line generation
  • Email content blocks
  • Call-to-action optimization
  • AI Brand Kit for consistent messaging
Predictive Sending

AI-powered timing optimization that delivers emails when contacts are most likely to engage, maximizing open rates and conversions.

AI-Powered Automation Builder

Type a text prompt and the platform auto-generates workflow actions, simplifying complex automation setup for emails and multi-step campaigns.

Marketing Automation Workflows

Advanced automation capabilities including:

  • Behavioral triggers and segmentation
  • Multi-channel support (email, SMS, WhatsApp)
  • Deep integrations with third-party tools
  • Conditional logic and split testing

Download or Access Link

How to Get Started with ActiveCampaign

1
Sign Up for Free Trial

Register for a 14-day free trial on ActiveCampaign's website to explore the platform's features.

2
Import and Organize Contacts

Add your contacts and set up your audience with relevant tags, custom fields, and segmentation for targeted campaigns.

3
Design Your Email Campaign

Use the Email Designer to create campaigns: choose layouts, insert content blocks, or leverage AI to generate copy and subject lines.

4
Enable Predictive Sending

Configure predictive sending to let the platform automatically choose the optimal send time for each contact based on their behavior.

5
Build Automation Workflows

Define triggers (form signup, link click), actions (email send, tag update), and conditions. Use the AI prompt builder to auto-generate workflow steps.

6
Preview and Test

Preview your campaign across devices and verify tracking settings for opens, clicks, and analytics before launching.

7
Launch and Monitor

Activate your campaign or automation. Monitor performance via dashboards tracking open rates, click-throughs, conversions, and segment engagement.

8
Analyze and Optimize

Use insights and analytics to refine future campaigns: test variations, adjust segments, and improve timing and messaging for better results.

Important Limitations

No Free Forever Plan: ActiveCampaign does not offer a free forever plan — only a 14-day free trial is available. After the trial period, you must subscribe to a paid plan to continue using the platform.
  • Pricing scales with contacts and features: As your subscriber list grows or you need advanced features (AI tools, CRM, SMS), costs increase significantly.
  • Advanced AI features require higher-tier plans: Some AI capabilities (full automation builder AI, predictive sending) may not be available in entry-level tiers.
  • Trial limitations: The free trial is typically limited to 100 contacts and 100 sends, which may not allow full exploration of large-scale use cases.

Frequently Asked Questions

Does ActiveCampaign offer a free plan?

No. ActiveCampaign does not offer a free forever plan. It provides a 14-day free trial, after which you must subscribe to a paid plan to continue using the platform.

Can I use AI to create email content?

Yes. ActiveCampaign includes generative AI capabilities for creating subject lines, email content blocks, calls to action, and brand kits to streamline content creation and maintain consistency.

Is send time optimized automatically?

Yes. The platform supports "Predictive Sending" — AI analyzes behavior and engagement patterns to automatically choose the best time to send emails to each contact, maximizing open rates.

What devices are supported?

You can use ActiveCampaign via web browsers (desktop and mobile), and there are dedicated mobile apps available for Android and iOS devices.

Which businesses is ActiveCampaign best suited for?

ActiveCampaign is suitable for small-to-mid businesses up to larger enterprises that want advanced automation, personalized campaigns, AI features, and multi-channel messaging. Keep in mind that costs scale with the number of contacts and features required.

メールマーケティングにAIを導入するステップ

メールマーケティング戦略にAIを統合するための構造化されたアプローチを紹介します:

1

クリーンなデータから始める

購読者リストが最新で正しくセグメント化されていることを確認してください。クリーンなデータ(有効なメールアドレス、正確な好み)は良いAIパーソナライズの基盤です。

2

明確な目標を設定する

何を達成したいか決めましょう(開封率向上?登録者増加?休眠ユーザーの再活性化?)。明確な目標はAI活用の指針となり、成功の測定に役立ちます。

3

AI対応プラットフォームを選ぶ

AI機能を備えたメールマーケティングツールを選択してください。既にプラットフォームを使っている場合は、AIツールを有効化するかAIプラグインを追加しましょう。HubSpotやMailchimpはAIメール生成機能を有効にする必要があり、ActiveCampaignは予測ツールを自動で含みます。

4

コンテンツ作成にAIを使う

AIアシスタントで件名やメールドラフトを生成してみましょう。AIツールに「テック愛好家向け春のセール告知」などのプロンプトを入力し、出力を確認します。必要に応じて調整し、声や事実に合うようにしてください。AI生成テキストは必ず校正しましょう。

5

パーソナライズとセグメント化

AI駆動のパーソナライズルールを設定します。ツールの機能を使い、動的コンテンツ(名前や商品提案など)を挿入しましょう。AIによるセグメント化で、各メールが最も関連性の高いオーディエンスに届くようにします。

6

送信時間を最適化する

「送信時間最適化」機能を有効にし、システムが各連絡先のメール開封可能な時間を学習するようにします。多くの場合、設定をクリックするだけで済みます。

7

テストと反復

A/BテストツールとAI分析を使い、効果的な要素を見つけましょう。件名、コピー、画像などを比較し、AIに結果を分析させて最も効果的なバリアントを特定します(開封率・クリック率の向上)。

8

レビューと改善

各キャンペーン後にAI駆動のレポートを確認します。効果のあった戦略は継続し、効果の薄かったものは調整しましょう。人間の監督を維持し、AIの提案がブランドやコンプライアンス基準に合っているか確認してください。

継続的改善サイクル:以下のパターンを繰り返しましょう:計画 → 作成 → 送信 → 分析 → 改善。時間が経つにつれ、AIツールはデータから学習し、キャンペーンの関連性とパフォーマンスが徐々に向上します。
AIメールマーケティング導入ワークフローのステップ
AIメールマーケティング導入ワークフローのステップ

ベストプラクティスとヒント

ブランドボイスを維持する

AIは補助ツールであり代替ではありません。AI生成のコピーは必ず編集し、トーンがブランドに合い、事実が正確であることを確認してください。

プライバシーを保護する

AIパーソナライズにはファーストパーティデータを使用し、GDPRなどの規制を遵守してください。データ保護のためにGDPR準拠のプラットフォームを選びましょう。

少しずつ始める

AI初心者は一度に1つの機能から試しましょう。AI生成の件名を小規模リストでテストし、全体展開前に効果を確認してください。

監督を維持する

AIがタスクを処理しても、マーケターはブランドの一貫性を保ち、AIがメッセージから逸脱しないよう人間の監督を続けるべきです。

インサイトを活用して改善を繰り返す

AIが提供するデータや提案を使い、戦略を継続的に洗練しましょう。結果を測定し、AI戦略をデータに連動させて調整してください。
AIメールマーケティングのベストプラクティス
AIメールマーケティングのベストプラクティス

今日から始めましょう

AIのスピードとパーソナライズ力を人間の戦略と創造性と組み合わせることで、購読者と真に繋がるメールキャンペーンを作成できます。今日からAI機能を試し始めてください。開封率やクリック率の小さな改善が、長期的にマーケティング成果を大きく押し上げます。

外部参照
本記事は以下の外部情報源を参考に作成されています:
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Rosie HaはInviaiの著者であり、人工知能に関する知識とソリューションを専門的に共有しております。ビジネス、コンテンツ制作、自動化など多岐にわたる分野でのAIの研究および応用経験を活かし、Rosie Haは分かりやすく実践的で、かつインスピレーションを与える記事をお届けいたします。Rosie Haの使命は、皆様がAIを効果的に活用し、生産性を向上させ、創造力を広げるお手伝いをすることです。
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