Email Marketing
Objective
Maximise email-driven revenue by nurturing Hedge Edge leads and users through targeted sequences that educate on automated hedging benefits, convert free/trial users to paid subscribers (-/mo), and reduce churn through ongoing value delivery all while maintaining inbox reputation (spam complaint rate < 0.1%, open rate > 35%).
When to Use This Skill
- •A new user signs up via the Vercel landing page or Creem.io checkout trigger welcome sequence.
- •A trial user has not converted after 7 days trigger conversion drip.
- •A paid subscriber shows declining login frequency (Supabase event data) trigger re-engagement flow.
- •A product update ships (e.g., MT4 connector launch) send feature announcement blast.
- •An IB broker promotion is active (Vantage/BlackBull bonus period) send IB referral campaign.
- •Monthly performance insights are ready send value-recap email with user-specific stats.
Input Specification
| Field | Type | Required | Description |
|---|---|---|---|
| campaign_type | enum | Yes | welcome, conversion_drip, |
| e_engagement, eature_announcement, ib_referral, alue_recap | |||
| audience_segment | string | Yes | Supabase segment identifier (e.g., rial_day_3, pro_inactive_14d, starter_active) |
| subject_line_variants | string[] | Yes | Minimum 2 A/B subject lines |
| cta_url | URL | Yes | Primary call-to-action destination (landing page, checkout, dashboard) |
| send_window | object | No | { timezone: "UTC", preferred_hours: [9,10,11] } defaults to 09:00-11:00 UTC |
| ib_broker | enum | No | antage or lackbull required for IB referral campaigns |
| personalization_fields | string[] | No | Supabase user fields to merge (e.g., irst_name, plan_tier, ccounts_count) |
Step-by-Step Process
1. Audience Extraction
- •Query Supabase via SUPABASE_URL + SUPABASE_KEY to pull the target segment.
- •Cross-reference with Google Sheets CRM (via n8n N8N_WEBHOOK_URL) for enrichment data (lead source, Discord membership, last email interaction).
- •Deduplicate and suppress users who have unsubscribed or marked spam.
2. Copy Creation
- •Write email body following Hedge Edge voice: direct, technical-but-accessible, trader-to-trader tone.
- •Welcome sequence (5 emails over 10 days):
- •Day 0: "Your hedge shield is live" app download + quick-start guide.
- •Day 1: "Why 73% of prop-firm challenges fail" education on drawdown risk, position Hedge Edge as the solution.
- •Day 3: "Set up your first multi-account hedge in 90 seconds" video walkthrough CTA.
- •Day 5: "What FTMO traders wish they knew about correlated exposure" case-study style, soft upgrade CTA.
- •Day 10: "Your trial ends in 4 days lock in Starter at /mo" urgency + savings framing.
- •Conversion drip (3 emails):
- •"Your hedging stats this week" personalised usage data from Supabase.
- •"Pro traders run 5+ accounts are you leaving money on the table?" tier upgrade positioning.
- •"Last chance: 20% off your first month" conditional discount via Creem.io coupon code.
- •Re-engagement flow (2 emails):
- •"We noticed you haven't hedged in 14 days here's what changed" product updates + market context.
- •"Pause or cancel, no hard feelings but here's what you'd lose" value quantification (drawdown saves, accounts protected).
- •IB referral campaign:
- •"Trade with [Vantage/BlackBull] + Hedge Edge = lower costs, full protection" explain IB commission benefit passed to user as tighter spreads.
3. Compliance Review
- •Verify no language implies guaranteed profits or risk-free trading.
- •Include disclaimer footer: "Hedge Edge is a risk-management tool. Trading involves risk of loss. Past performance is not indicative of future results."
- •Ensure unsubscribe link is present and functional (CAN-SPAM + UK GDPR).
4. Technical Setup
- •Upload HTML template to Brevo/Mailchimp via EMAIL_API_KEY.
- •Configure automation trigger (Supabase webhook n8n email platform).
- •Set A/B test split: 50/50 on subject lines, winner auto-sent after 4 hours to remaining list.
- •Tag campaign in Notion marketing calendar via NOTION_API_KEY.
5. Send & Monitor
- •Deploy within the configured send_window.
- •Monitor first-hour metrics: bounce rate (target < 2%), open rate (target > 35%), click rate (target > 5%).
- •If spam complaints exceed 0.05% in the first hour, pause campaign immediately and review content.
6. Post-Campaign Analysis
- •Pull full-cycle metrics at 24h and 72h via email platform API.
- •Attribute conversions to Creem.io checkout events via CREEM_API_KEY webhook data.
- •Log results in Google Sheets CRM and Notion campaign retrospective.
- •Feed winning subject lines and CTAs back as memory for future campaigns.
Output Specification
| Output | Format | Destination |
|---|---|---|
| Campaign performance report | JSON { open_rate, click_rate, conversion_rate, revenue_attributed, spam_complaints } | Google Sheets CRM + Notion |
| Winning subject line | string | Agent memory for future A/B seeding |
| Segment health report | JSON { total_contacts, bounced, unsubscribed, active } | Supabase email_segments table |
| Next-action recommendation | string | Orchestrator for routing (e.g., "Trigger re-engagement for 43 users inactive > 14d") |
API & Platform Requirements
| Platform | Variable | Operations Used |
|---|---|---|
| Brevo / Mailchimp | EMAIL_API_KEY | Create campaign, upload template, manage contacts, pull analytics |
| Supabase | SUPABASE_URL, SUPABASE_KEY | Query user segments, read trial/conversion events, write email interaction logs |
| n8n | N8N_WEBHOOK_URL | Trigger automation sequences, relay Supabase events to email platform |
| Creem.io | CREEM_API_KEY | Fetch checkout events for conversion attribution, generate coupon codes |
| Notion | NOTION_API_KEY | Log campaign briefs, record retrospectives, update marketing calendar |
| GA4 | GA4_MEASUREMENT_ID | Track email-originated sessions and on-site behaviour post-click |
Quality Checks
- • Spam complaint rate < 0.1% per campaign
- • Open rate 35% (industry avg for SaaS: ~25%)
- • Click-through rate 5%
- • Unsubscribe rate < 0.5% per send
- • All emails render correctly on Gmail, Outlook, Apple Mail, and mobile
- • Personalisation merge tags resolve correctly (no {{first_name}} literals in sent mail)
- • Compliance footer present on every email
- • A/B test has statistical significance before declaring winner (min 100 opens per variant)
- • Conversion revenue is attributed back to the originating campaign in Creem.io + GA4
- • Supabase segment counts match email platform list counts ( 2% tolerance for sync lag)