AgentSkillsCN

email-marketing

为 Hedge Edge 设计、搭建并优化自动化邮件序列与一次性营销活动。 覆盖从欢迎入职、试用转化、功能教育,到流失用户再激活,以及 IB 经纪商推荐引导的全生命周期。所有邮件均面向对冲经纪公司交易员,并严格遵守英国营销法规——绝不承诺保本收益。

SKILL.md
--- frontmatter
name: email-marketing
description: |
  Design, build, and optimise automated email sequences and one-off campaigns for Hedge Edge.
  Covers the full lifecycle from welcome onboarding through trial conversion, feature education,
  re-engagement of churned users, and IB broker referral nudges. All emails target prop-firm
  traders and comply with UK marketing regulations  no guaranteed-return claims.

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

FieldTypeRequiredDescription
campaign_typeenumYeswelcome, conversion_drip,
e_engagement, eature_announcement, ib_referral, alue_recap
audience_segmentstringYesSupabase segment identifier (e.g., rial_day_3, pro_inactive_14d, starter_active)
subject_line_variantsstring[]YesMinimum 2 A/B subject lines
cta_urlURLYesPrimary call-to-action destination (landing page, checkout, dashboard)
send_windowobjectNo{ timezone: "UTC", preferred_hours: [9,10,11] } defaults to 09:00-11:00 UTC
ib_brokerenumNo antage or lackbull required for IB referral campaigns
personalization_fieldsstring[]NoSupabase 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):
    1. Day 0: "Your hedge shield is live" app download + quick-start guide.
    2. Day 1: "Why 73% of prop-firm challenges fail" education on drawdown risk, position Hedge Edge as the solution.
    3. Day 3: "Set up your first multi-account hedge in 90 seconds" video walkthrough CTA.
    4. Day 5: "What FTMO traders wish they knew about correlated exposure" case-study style, soft upgrade CTA.
    5. Day 10: "Your trial ends in 4 days lock in Starter at /mo" urgency + savings framing.
  • Conversion drip (3 emails):
    1. "Your hedging stats this week" personalised usage data from Supabase.
    2. "Pro traders run 5+ accounts are you leaving money on the table?" tier upgrade positioning.
    3. "Last chance: 20% off your first month" conditional discount via Creem.io coupon code.
  • Re-engagement flow (2 emails):
    1. "We noticed you haven't hedged in 14 days here's what changed" product updates + market context.
    2. "Pause or cancel, no hard feelings but here's what you'd lose" value quantification (drawdown saves, accounts protected).
  • IB referral campaign:
    1. "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

OutputFormatDestination
Campaign performance reportJSON { open_rate, click_rate, conversion_rate, revenue_attributed, spam_complaints }Google Sheets CRM + Notion
Winning subject linestringAgent memory for future A/B seeding
Segment health reportJSON { total_contacts, bounced, unsubscribed, active }Supabase email_segments table
Next-action recommendationstringOrchestrator for routing (e.g., "Trigger re-engagement for 43 users inactive > 14d")

API & Platform Requirements

PlatformVariableOperations Used
Brevo / MailchimpEMAIL_API_KEYCreate campaign, upload template, manage contacts, pull analytics
SupabaseSUPABASE_URL, SUPABASE_KEYQuery user segments, read trial/conversion events, write email interaction logs
n8nN8N_WEBHOOK_URLTrigger automation sequences, relay Supabase events to email platform
Creem.ioCREEM_API_KEYFetch checkout events for conversion attribution, generate coupon codes
NotionNOTION_API_KEYLog campaign briefs, record retrospectives, update marketing calendar
GA4GA4_MEASUREMENT_IDTrack 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)