What is the Email Marketing Process Map Workshop?
A 60–90 minute working session to map your email marketing efforts step by step, from welcome emails and free resources to testimonials, personalized content, promotions or newsletters, and follow-ups. The template works for either a B2C or a B2B audience.
What problem does this solve?
Email campaigns built as one-off sends instead of a connected journey
No shared view of what gets sent, when it gets sent, and why
Weak follow-up paths based on customer behavior
Unclear differences between nurture, conversion, and re-engagement emails
How to use
Choose the audience path you want to map: B2C or B2B (10m)
Map the core email sequence such as welcome email, proof, resources, personalized content, promotion or newsletter, and follow-ups (20m)
Tailor the sequence to fit the audience and conversion goal (15m)
Add decision points based on opens, clicks, replies, purchases, or inactivity (15m)
Map the next-step branches for nurture, conversion, re-engagement, or sales handoff (15m)
Assign owners, timing, and success metrics (10m)
Common pitfalls
Trying to map every possible email at once, building the flow without a clear audience, skipping decision points, and mixing promotional emails with nurture emails without a defined purpose.
Ways to avoid mistakes
Map one audience at a time, keep each email tied to one goal, add branch logic based on actual behavior, and review the flow against your current tools and customer journey.
Miro Features You Can Use
Shapes for email steps and decision points, Connectors to map the journey, Sticky Notes for goals and content ideas, Tags to mark audience type or risk areas, Comments for open questions, Voting to prioritize weak points, Timer to keep the workshop moving.
FAQs
Q: Who can benefit from this template?
A: Founders, marketing leads, lifecycle marketers, growth teams, customer success teams, and anyone building or improving an email journey.
Q: Does it work for virtual and in-person sessions?
A: Yes. Teams can build the flow directly in Miro, or project the board in a room and edit it together live.
Q: What do I leave with?
A: A clear email marketing flowchart for either a B2C or B2B audience, defined email steps, decision points, follow-up paths, and a practical plan for improving the journey.
