如何利用人工智能進行電郵營銷

人工智能正在改變電郵營銷。本指南說明如何使用人工智能工具自動撰寫內容、個性化信息及優化發送時間。逐步學習人工智能如何提升開啟率、節省時間及改善轉化率,並附實用範例及最佳免費與付費人工智能電郵平台推薦。

電郵營銷依然是接觸客戶的強大方式,而人工智能能令其更有效。現今的人工智能工具可自動化撰寫主題行、草擬電郵內容及優化發送時間。調查顯示,約63%的營銷人員已經使用生成式人工智能進行電郵活動

透過利用人工智能個性化信息及分析數據,你可以提升開啟率、點擊率,最終促進銷售。本指南將逐步解釋如何利用人工智能進行電郵營銷,從內容生成到目標設定及測試活動。

什麼是電郵營銷中的人工智能?

電郵營銷中的人工智能指利用機器學習和自動化來提升你的活動。實際上包括兩大關鍵方法:

預測型人工智能

分析客戶行為模式,預測偏好及最佳互動時間。

生成式人工智能

創建個性化內容,如主題行及針對每位收件人的電郵文案。

人工智能驅動的電郵系統可自動:

  • 個性化每位收件人的電郵內容及主題行
  • 優化發送時間於用戶最可能開啟的時段
  • 細分受眾基於複雜數據模式
  • 撰寫新內容符合每位用戶需求

最終目標是提升互動率——人工智能驅動的電郵讓收件人感覺更貼切,從而提高開啟率和點擊率。

電郵營銷中的人工智能概念
電郵營銷中的人工智能概念

為何使用人工智能進行電郵營銷?

將人工智能整合到電郵營銷帶來顯著好處。營銷人員報告稱,使用人工智能驅動的活動可獲得更高的互動率和收入。一份報告指出,人工智能輔助的電郵活動可帶來高達41%的收入提升

更佳的個性化

人工智能分析訂閱者數據,提供更相關的內容,包括姓名、產品推薦及動態優惠,針對每位個體。

更高的互動率

個性化及及時的電郵更易被注意。相比一般群發,量身定制的電郵顯著提升開啟率和點擊率。

節省時間

人工智能能在數秒內快速草擬主題行或整封電郵內容。營銷人員只需修訂,而非從零開始撰寫。

優化與洞察

人工智能工具能執行大量A/B測試並快速分析結果,自動識別最佳方案以持續改進。

主要優勢:人工智能令電郵營銷更高效、更個性化、更有效,通過發送更優質的電郵提升開啟及點擊率,同時節省團隊時間。
人工智能在電郵營銷中的好處
人工智能在電郵營銷中的好處

利用人工智能創作內容

創作電郵內容是人工智能的天然應用。生成式語言模型可根據簡單提示產生主題行、預覽文字、正文及行動呼籲。

HubSpot 人工智能電郵創作

HubSpot 的電郵編輯器包含人工智能功能,你只需描述活動目標及受眾,系統便自動生成整封電郵草稿(主題、預覽、正文、行動呼籲)。你輸入受眾、產品資訊及期望行動,工具會自動填寫主題行、正文及其他欄位。

Mailchimp Intuit Assist

Mailchimp 提供「Intuit Assist」人工智能功能。你可輸入提示如「夏季促銷公告」,助理會生成符合品牌語調的主題行、預覽文字及電郵文案。這將從空白頁面頭腦風暴轉為簡單提示撰寫,用戶只需微調並批准人工智能輸出。

最佳實踐

利用人工智能內容工具克服寫作瓶頸或加快創作速度。當你提供基本業務或活動資訊時,人工智能模型(如ChatGPT)能提供完整構思。即使不直接使用人工智能文本,也能激發創意主題行或正文段落。

務必審核及編輯人工智能生成內容。校對輸出以確保準確性及品牌一致性。利用人工智能快速草擬電郵內容,然後潤飾以符合你的語氣和事實。

人工智能電郵內容創作
人工智能電郵內容創作

個性化與細分

人工智能在個性化方面表現出色。傳統電郵活動可能向所有人發送相同信息,但人工智能讓你能根據個人興趣和行為量身定制每封電郵。

利用客戶數據(過往購買、網站行為、點擊),人工智能算法可自動將名單細分為非常具體的群組。例如,人工智能可:

  • 分配潛在客戶分數以識別高潛力客戶
  • 尋找可能轉化的相似受眾
  • 根據收件人資料替換不同的圖片、優惠或措辭
  • 為每位個體個性化發送時間

這種動態個性化讓每位訂閱者感覺電郵是專為他們而設。例如,ActiveCampaign 平台提供動態內容個性化,自動根據收件人偏好調整電郵圖片和行動呼籲。

規模與相關性兼備:人工智能讓「大規模高度個性化和針對性內容」成為可能——即使發送給數千人,活動仍感覺一對一。利用你的電郵工具的人工智能功能設置規則或提示,確保每人看到最適合的內容。
人工智能個性化與細分
人工智能個性化與細分

優化發送時間與頻率

發送電郵的時間幾乎與內容同樣重要。人工智能可幫助安排電郵於每人最可能互動的時段發送。

所謂「發送時間優化」或「完美時機」工具利用機器學習分析過往開啟和點擊數據。平台會檢視訂閱者歷史開啟時間,然後自動在最佳時段發送新電郵。

首小時電郵開啟率 21.2%

研究顯示,人工智能驅動的發送時間能顯著提升開啟率和點擊率。大部分電郵互動發生於首日,首小時尤為集中。現代電郵平台利用人工智能學習這些高峰並相應優化。

同時,人工智能可根據回應調整發送頻率

  • 若訂閱者從不開啟電郵,人工智能可能減少發送頻率
  • 高度互動用戶可能收到更多電郵
  • 系統會隨時間學習並調整

利用基於人工智能的排程功能自動化發送時間:讓系統判斷每人應何時及多頻繁接收電郵,以達最大效果。

人工智能電郵發送時間優化
人工智能電郵發送時間優化

A/B 測試與優化

人工智能能大幅提升電郵活動的測試與分析。傳統上,營銷人員會在部分名單上A/B測試一個元素(如主題行)。人工智能則進一步分析多重測試,甚至建議改進方案

內容優化

Mailchimp 平台包含內容優化器,會審查你的電郵文案、圖片及版面。它將你的活動與行業標準比較,並建議改動(如增加鏈接或調整字體)以提升互動。

預測測試

許多人工智能工具能預測哪個版本會勝出。人工智能可測試多個主題行並優化:「使用人工智能測試電郵主題行時,你能找出哪個帶來更高互動率」,然後將該知識應用於未來發送。事實上,一位營銷人員利用生成式人工智能創建及評估內容,A/B測試效率提升了10倍

實務應用

電郵平台通常提供視覺化A/B測試工具。例如,Mailchimp 的分割測試流程讓你向不同群組發送兩個版本(A對B),並衡量哪個表現更佳。

實際操作中,利用人工智能分析找出勝出內容。讓工具對標題、圖片及正文進行多變量測試。審閱人工智能生成的洞察,了解受眾偏好,然後優化活動。這種數據驅動方法確保每次活動都比上次更好。

人工智能電郵A/B測試與優化
人工智能電郵A/B測試與優化

熱門人工智能電郵營銷工具

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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.

在電郵營銷中實施人工智能的步驟

遵循此結構化方法將人工智能整合到你的電郵營銷策略:

1

從清理數據開始

確保你的訂閱者名單是最新且正確細分。乾淨的數據(有效電郵、準確偏好)是良好人工智能個性化的基礎。

2

設定明確目標

決定你想達成什麼(更高開啟率?更多註冊?重新激活流失用戶?)。明確目標有助於指導人工智能使用及衡量成功。

3

選擇支持人工智能的平台

選擇具備人工智能功能的電郵營銷工具。如果你已有平台,啟用其人工智能工具或添加插件。HubSpot 和 Mailchimp 需啟動其人工智能電郵生成器,而 ActiveCampaign 則自動包含部分預測工具。

4

利用人工智能創作內容

嘗試用人工智能助手生成主題行或電郵草稿。在人工智能工具中輸入提示(如「向科技愛好者宣布春季促銷」),然後審閱輸出。根據需要調整以符合你的語氣和事實。務必校對人工智能生成文本的準確性。

5

個性化與細分

設置人工智能驅動的個性化規則。利用工具功能插入動態內容(如名字、產品建議)。使用人工智能細分確保每封電郵觸及最相關的受眾群。

6

優化發送時間

啟用任何「發送時間優化」功能,讓系統學習每位聯絡人最可能開啟電郵的時間。這通常只需點擊設定即可。

7

測試與迭代

利用A/B測試工具及人工智能分析找出有效方案。比較不同主題行、文案、圖片等。讓人工智能分析結果,了解哪個版本表現最佳(更高開啟/點擊)。

8

審視與優化

每次活動後,查看人工智能驅動的報告。保留有效策略(更高互動),調整無效部分。保持人工監督:確保人工智能建議符合品牌及合規標準。

持續改進循環:遵循此模式:計劃 → 創作 → 發送 → 分析 → 迭代。隨著時間推移,人工智能工具會從你的數據中學習,令活動逐步提升相關性和表現。
實施人工智能電郵營銷工作流程步驟
實施人工智能電郵營銷工作流程步驟

最佳實踐與技巧

維持品牌語調

人工智能是輔助工具,而非替代品。務必編輯人工智能生成的文案,確保語氣符合品牌且事實正確。

保護隱私

使用第一方數據進行人工智能個性化,並遵守相關法規(如GDPR)。選擇符合GDPR的平台以保障數據安全。

從小處開始

如果你是人工智能新手,建議一次嘗試一項功能。在小規模名單上測試人工智能生成的主題行,再逐步推廣。

保持監督

即使人工智能處理任務,營銷人員仍應保持人工監督,確保品牌一致性及避免人工智能偏離訊息。

根據洞察迭代

利用人工智能提供的數據和建議持續優化策略。衡量結果並調整,確保人工智能策略與數據緊密相連。
人工智能電郵營銷最佳實踐
人工智能電郵營銷最佳實踐

今日開始

結合人工智能的速度與個性化能力,以及人類的策略和創意,你可以創造真正與訂閱者連結的電郵活動。今天就開始嘗試人工智能功能,保持領先:每一次開啟率或點擊率的小幅提升,都能隨時間顯著增強你的營銷成果。

外部參考資料
本文章內容參考以下外部資源整理而成:
96 內容創作者及部落格貢獻者
Rosie Ha 是 Inviai 的作者,專注分享人工智能的知識與解決方案。憑藉在商業、內容創作及自動化等多個領域應用 AI 的經驗,Rosie Ha 將帶來易明、實用且具啟發性的文章。Rosie Ha 的使命是協助大家有效運用 AI,提高生產力並擴展創意潛能。
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