# Email Campaign

> Create email sequences for clinical trial audiences including nurture campaigns, product announcements, and event invitations with A/B test variants and CAN-SPAM compliance.

- Skill: `nroze22/email-campaign` (Agent Skill)
- Install (CLI): `npx skillmds@latest add nroze22/email-campaign`
- Raw SKILL.md: https://api.skillmd.com/api/skills/nroze22/email-campaign/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Marketing & Growth
- Author: nroze22 (https://skillmd.com/u/nroze22)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/nroze22/email-campaign

---


# Email Campaign Creation for Talosix EDC

## Purpose

Design and write email campaigns that engage clinical trial professionals, nurture prospects through the EDC evaluation process, and drive conversions for Talosix. All campaigns must comply with CAN-SPAM requirements and reflect the professional standards of the clinical trials industry.

## Audience Segments

### By Role
- **Clinical Operations** — VP/Director level; care about timelines, oversight, cost
- **Clinical Data Management** — Managers and leads; care about data quality, CDISC, edit checks
- **CRO Business Development** — Evaluating EDC for client proposals; care about flexibility, speed
- **Site Staff** — Coordinators, investigators; care about usability, training, support
- **IT/Validation** — Care about compliance, integrations, security, validation packages
- **Biostatistics** — Care about data exports, SDTM, analysis-ready datasets

### By Funnel Stage
- **Awareness** — Learning about EDC modernization, industry trends
- **Consideration** — Actively evaluating EDC platforms, comparing vendors
- **Decision** — Shortlisted vendors, requesting demos, pricing, references
- **Customer** — Onboarding, adoption, expansion, renewal, advocacy

## Campaign Types

### 1. Lead Nurture Sequence (Awareness to Consideration)

**Trigger:** Downloads gated content, attends webinar, or visits key pages.

**Sequence (6 emails over 4 weeks):**

| Email | Timing | Subject Focus | CTA |
|-------|--------|--------------|-----|
| 1 | Day 0 | Deliver requested content + introduce Talosix perspective | Read related blog post |
| 2 | Day 3 | Industry insight related to downloaded topic | Download complementary resource |
| 3 | Day 7 | Pain point article (operational challenge + data) | Watch short product overview |
| 4 | Day 14 | Case study or customer proof point | View full case study |
| 5 | Day 21 | Product capability aligned to their interest | Request a demo |
| 6 | Day 28 | Direct outreach offer (personalized) | Book a call |

**Exit conditions:** Requests demo, replies to email, unsubscribes, or completes sequence.

### 2. Product Announcement

**Trigger:** New feature release, platform update, or new integration.

**Single email or 2-email sequence:**

Email 1 — Announcement:
- Subject: Feature-benefit focused, not feature-name focused
- Body: What changed, why it matters for their trials, how to access
- CTA: Learn more (link to feature page or release notes)

Email 2 (optional, 5 days later) — Deeper dive:
- Subject: Use case or workflow example
- Body: Walkthrough of the feature in a real trial scenario
- CTA: See it in action (demo or video link)

### 3. Event Invitation (Webinar, Conference, Workshop)

**3-email sequence:**

| Email | Timing | Focus |
|-------|--------|-------|
| 1 | 3 weeks before | Announce event, speaker credentials, key takeaways |
| 2 | 1 week before | Reminder with agenda details, social proof (registrant count) |
| 3 | 1 day before | Final reminder, calendar link, what to expect |

**Post-event (2 emails):**

| Email | Timing | Focus |
|-------|--------|-------|
| 4 | Day after | Thank you, recording link, key takeaway summary |
| 5 | 3 days after | Related resource + CTA based on engagement level |

### 4. Customer Onboarding Sequence

**Trigger:** New customer contract signed.

**Sequence (5 emails over 30 days):**
1. Welcome + key contacts + getting started resources
2. Training resources and certification paths
3. Tips for first study build (best practices, templates)
4. Check-in: How is onboarding going? (link to support, CSM intro)
5. Success stories from similar customers + community invitation

### 5. Re-engagement Campaign

**Trigger:** No email opens in 90 days or no website visits in 60 days.

**Sequence (3 emails over 2 weeks):**
1. "What's new at Talosix" — highlight 2-3 recent updates
2. Industry trend piece — provide value without asking for anything
3. Direct ask — "Still evaluating EDC solutions?" with easy opt-down or opt-out

## Email Writing Guidelines

### Subject Lines
- 40-60 characters ideal for mobile preview
- Lead with benefit or curiosity, not brand name
- Avoid spam triggers: "free," "act now," "limited time," excessive caps/punctuation
- Use numbers and specifics: "3 Ways to Cut Query Rates in Half"
- Personalization tokens where appropriate: "{first_name}, your study build checklist"

### Preview Text
- 80-100 characters
- Complements (not repeats) the subject line
- Provides additional reason to open

### Body Copy
- **Length:** 150-250 words for nurture emails; 100-150 for announcements
- **Structure:** One main idea per email. Use short paragraphs (2-3 sentences max)
- **Tone:** Professional, helpful, peer-to-peer. Not salesy or desperate
- **Personalization:** Reference their role, company type, or content engagement where possible
- **Clinical credibility:** Reference specific workflows, regulations, or metrics they care about

### Calls to Action
- One primary CTA per email (single focus)
- Button text: Action-oriented, specific ("Watch the 3-Min Demo" not "Click Here")
- Secondary text link acceptable for alternative action
- Place primary CTA above the fold and repeat at bottom for longer emails

## A/B Testing Framework

### What to Test
- **Subject lines** — Test first and most frequently; biggest impact on open rates
- **Send time** — Test day of week (Tue/Wed/Thu typically best for B2B) and time
- **CTA copy and placement** — Button text, color, position
- **Email length** — Concise vs. detailed for different segments
- **Personalization level** — Name only vs. role-specific content
- **Content format** — Text-heavy vs. visual; single column vs. multi-section

### Testing Protocol
- Minimum sample size: 200 per variant for statistical significance
- Test one variable at a time
- Run test for minimum 24 hours before declaring winner
- Document results and apply learnings to future campaigns

### A/B Variant Generation
When creating emails, always produce:
- **Variant A:** Primary version based on best practices
- **Variant B:** Alternative with one changed variable (specify what differs)
- Label each variant clearly and note the hypothesis being tested

## CAN-SPAM Compliance Requirements

Every marketing email MUST include:

1. **Accurate header information** — "From," "To," and routing information must be accurate
2. **Non-deceptive subject lines** — Must reflect email content
3. **Identification as advertisement** — If promotional, must be identifiable as such
4. **Physical mailing address** — Talosix corporate address in email footer
5. **Opt-out mechanism** — Clear, conspicuous unsubscribe link; must work for 30 days after send
6. **Honor opt-outs promptly** — Process within 10 business days
7. **Monitor third parties** — If using agencies or contractors, Talosix remains responsible

### Additional Compliance Notes
- GDPR: For EU recipients, ensure consent basis is documented; include data processing reference
- CASL: For Canadian recipients, implied consent expires after 2 years; express consent required for ongoing
- Suppression lists: Always check against master suppression list before sending
- Transactional vs. commercial: Onboarding emails may qualify as transactional but should still include unsubscribe

## Email Footer Template

```
Talosix, Inc.
[Physical Address]
[City, State ZIP]

You received this email because [reason - e.g., you downloaded our guide to EDC selection].
Unsubscribe | Manage Preferences | Privacy Policy
```

## Output Deliverables

When creating an email campaign, provide:
1. Campaign brief (audience, goal, trigger, sequence overview)
2. Full email copy for each email in the sequence (subject, preview text, body, CTA)
3. A/B variants for at least the first email
4. Segment-specific modifications if applicable
5. Suggested send schedule with day and time recommendations
6. Success metrics to track (open rate, CTR, conversion benchmarks)