Email Marketing Social Media Copywriting Search Visibility Hire Me

Email marketer who specialized in lead generation and sales pipeline growth

EmailMarketing

I'm Riley Catalano. I do email marketing broadly, but I specialize in lead generation: using email to strengthen the sales pipeline and move prospects from first touch to closed deal. That specialization means understanding how email needs to work differently across a business. I build systems that support logistics, sales, and customer service alike, making every touchpoint easier for a soon to be customer and for someone who already is one.

Lead Generation Email NetSuite Automation HubSpot Zoho CRM Zoho Campaigns Klaviyo Mailchimp FreeMarker Merge Tags CRM-Triggered Email Drip Campaigns A/B Testing CAN-SPAM / GDPR Mobile Optimized Segmentation
6
Email Platforms
Mastered
2
Active Email
Roles
19+
Carrier Templates
Built
100%
Compliance
Built In
Experience Funnel Strategy CRM Automation Segmentation Compliance Platforms Skills Certifications FAQ
EMAIL

Email Marketing Experience

Where I Have Built Email Systems

I specialize in email marketing for lead generation businesses companies whose revenue depends on moving prospects through a pipeline, converting them into customers, and bringing them back to buy again. Every system I build is designed around that goal.

Jun 2026 to Present
Email Automation Specialist
ABI Attachments, Inc. / Mishawaka, IN
Design and manage the full sales email automation system inside NetSuite ERP/CRM. Build automated triggers, FreeMarker-powered templates with advanced if/else conditional logic, carrier-specific shipping notifications, customer journey workflows, and drip sequences that support the sales team pipeline. Own list segmentation, A/B testing, deliverability, compliance, and performance reporting end to end.
Oct 2025 to Present
Founder and CEO / Email Strategist
Favze Digital Marketing / Middlebury, IN
Build portfolio-stage email marketing systems across HubSpot, Zoho CRM, Zoho Campaigns, Klaviyo, and Mailchimp so I can match the right platform to a future client's needs rather than forcing every business into one tool. HubSpot for inbound and full-funnel sequences, Zoho CRM and Zoho Campaigns for CRM-triggered automation tied directly to record activity, Klaviyo for ecommerce-style behavior-triggered flows, and Mailchimp for small business and local market campaigns using segmentation, personalization, and full-funnel strategy moving contacts from awareness into consideration, through conversion, and back into re-engagement cycles. Produce two email newsletters, Favze Insider and Favze Intel, distributed through HubSpot, plus Favze Insights, a LinkedIn content series on digital marketing strategy. Each runs on its own content cadence, audience strategy, and distribution system driven by A/B testing, E-E-A-T content principles, and keyword optimization.
View Full Portfolio ↗

Email Automation Capabilities

What I Actually Do

Most people who call themselves email marketers know how to log into a platform and schedule a send. That is not what I do. I build the infrastructure behind the email program: the automation architecture, the conditional logic inside the templates, the segmentation that determines who gets what message and when, and the testing framework that makes the next campaign outperform the last one.

I work across six platforms at the production level, deliberately, because no two businesses need the same email stack. In NetSuite, I write FreeMarker templates with if/else conditional logic that dynamically render different content based on customer data at send time. In HubSpot, I build customer journey workflows and deploy full-funnel sequences that move leads from first contact through conversion and back into re-engagement. In Zoho CRM, I build automation rules and workflow triggers that fire directly off changes to a CRM record, lead status, deal stage, or field update, and connect those triggers into Zoho Campaigns so the right email fires the moment a record actually changes, not on a delay or a manual send. At Favze, I built out Klaviyo and Mailchimp alongside HubSpot specifically so I would already know which platform fits which kind of business before a client ever walks in the door: Klaviyo for ecommerce-style flows like welcome series, abandoned cart recovery, and post-purchase sequences, and Mailchimp for small business and local market campaigns that do not need ecommerce-scale complexity.

I have built email programs for customer service, logistics, and sales teams. That means I understand how email fits differently into each department's workflow and what each team actually needs from an email system. Customer service needs reassurance emails that tell a customer their request was received and help is on the way, even before a rep has actually resolved anything, so the customer never feels ignored during the wait. Logistics needs accuracy: a tracking number, the correct carrier name, and instructions written for that specific mode of shipping, because a FedEx small-package notice, an LTL freight delivery, a hot shot delivery, and a flatbed delivery all require different information and different next steps for the customer. Sales needs timing, personalization, and sequences that move deals forward, which is exactly what CRM-triggered automation is built for: the email fires the moment the deal actually moves, not whenever someone remembers to send it. I build for all three.

I also take compliance seriously in a way most email marketers do not. I read the fine print, respect the consent that was given, and build programs that never send more than what the subscriber agreed to receive. That combination of technical depth, cross-functional experience, and compliance discipline is what makes my email programs different from someone who just knows how to press send.

01
Automation Design and Build
Design, build, and manage automated email triggers and campaigns using NetSuite ERP/CRM, HubSpot, Zoho CRM, Zoho Campaigns, Klaviyo, and Mailchimp. Create and maintain customer journey workflows, drip sequences, and triggered communications that fire based on customer behavior and pipeline stage.
02
FreeMarker Templates and If/Else Logic
Build NetSuite email templates using FreeMarker templating language with advanced variable injection and if/else conditional logic. Dynamically render personalized content, carrier-specific fields, recipient data, and conditional sections based on customer attributes all automated, zero manual intervention.
03
CRM-Triggered Email Automation
Build Zoho CRM automation rules and workflow triggers that fire emails directly off record activity: a lead status change, a deal moving to a new stage, a field update, or a new record being created. No manual send, no waiting on a form, the CRM record itself is the trigger.
04
Segmentation and Saved Searches
Segment customer databases and build NetSuite saved searches to deliver targeted, personalized communications to the right audience. Match message to customer profile, purchase history, pipeline stage, and behavior signals to maximize relevance and reduce unsubscribes.
05
Template Design and Brand Consistency
Develop and optimize responsive HTML email templates that maintain brand consistency across all devices and email clients. Every template is built mobile-first with proper MSO conditional comments for Outlook compatibility and tested across rendering environments.
06
A/B Testing and Optimization
Conduct A/B tests on subject lines, email content, CTAs, layouts, and send times to continuously improve open rates, click-through rates, and conversions. Use performance data to iterate every campaign cycle and build institutional knowledge on what works for each audience segment.
07
Performance Analytics and Reporting
Monitor campaign performance metrics including open rates, click-through rates, conversions, and unsubscribe rates. Analyze campaign data and prepare performance reports with actionable recommendations that connect email activity to pipeline outcomes and revenue impact.
08
Compliance: CAN-SPAM, GDPR and Consent-First Philosophy
Compliance is a principle, not a checklist. I over-analyze the fine print so every program I build is legally bulletproof. If someone signs up for a monthly newsletter, they get exactly that one newsletter per month. No promotional blasts, no nurture sequences, no cross-list enrollment they never agreed to. Consent is specific and I treat it that way, with proper unsubscribe mechanisms, honest subject lines, and send frequency that matches exactly what was promised at opt-in.
09
Data Hygiene and List Management
Maintain data quality by managing subscriber lists, cleaning databases, and enforcing data hygiene best practices across every platform. Troubleshoot technical issues related to email delivery, automation workflows, and platform integrations. Consistent list hygiene protects sender reputation, improves deliverability, and ensures every send reaches a real, engaged audience rather than a bloated list dragging down performance metrics.
10
Cross-Team Collaboration
Collaborate with marketing, sales, customer service, and product teams to align email campaigns with business objectives. Translate business goals into email strategy and execution, ensuring every automation supports the broader pipeline and customer relationship strategy.
11
Review and Re-engagement Campaigns
Designed and executed ABI's customer review re-engagement campaign, locating customers from a previous WordPress platform whose emails were lost in the HubSpot migration. Reached active Facebook and YouTube commenters. Increased reviews from 52 to 71 and raised the rating from 3.6 to 3.9 stars in two weeks with only a few hours of work.

NetSuite Email Templates

FreeMarker and Conditional Logic

Inside NetSuite, email templates are powered by FreeMarker a Java-based templating language that injects dynamic variables and executes conditional logic at send time. I build templates that go far beyond simple name insertion.

Using if/else conditional blocks, templates automatically adapt based on customer attributes: which carrier shipped the order, which sales rep is assigned, what product category was purchased, or what stage the customer is in the pipeline. The result is a single template that produces dozens of personalized outputs with zero manual work per send.

I also build carrier-specific shipping notification templates at ABI Attachments automatically selecting the correct carrier branding, tracking URL format, and message content based on the shipment data passed from NetSuite at trigger time. Small-package carriers like FedEx and UPS get a tracking number and tracking link. Freight, LTL (less-than-truckload), hot shot, and flatbed shipments get different instructions entirely: freight class and BOL number instead of a tracking link, LTL delivery appointment guidance, hot shot expedited delivery windows, and flatbed unloading and inspection instructions. Nineteen-plus carriers are covered, each with the correct language for how that shipment actually arrives.

Every template includes MSO conditional comments for Outlook rendering, inline CSS for maximum email client compatibility, and table-based layouts that hold up across all major clients and devices.

FreeMarker Carrier-Specific Conditional Logic Example
<!-- Carrier and shipping-mode conditional --> <#if shipping_mode == "Small Package"> <p>Shipped via ${carrier}.</p> <p>Track: ${tracking_url}</p> <#elseif shipping_mode == "LTL Freight"> <p>Freight class ${freight_class}, BOL #${bol_number}.</p> <p>A delivery appointment will be scheduled.</p> <#elseif shipping_mode == "Hot Shot"> <p>Expedited hot shot delivery.</p> <p>Delivery window: ${eta_window}</p> <#elseif shipping_mode == "Flatbed"> <p>Flatbed delivery. Please inspect and</p> <p>sign for the shipment upon unloading.</p> <#else> <p>Your order is on its way.</p> <p>Tracking: ${tracking_number}</p> </#if> <!-- Rep assignment conditional --> <#if rep_assigned == true> <p>Your rep: ${rep_name}</p> <p><a href="${rep_calendar_url}"> Book a call </a></p> </#if>
What This Enables
One template produces small-package tracking emails, LTL freight and BOL notices, hot shot delivery windows, flatbed unloading instructions, and rep-assigned follow-ups automatically based on NetSuite data at send time. Zero manual work per send.

Zoho CRM Automation

CRM-Triggered Email Automation

Good email automation should not wait on a manual send or a scheduled campaign. It should fire off what actually happens inside the CRM itself. I build workflow rules and automation rules directly on CRM modules, Leads, Contacts, and Deals, in Zoho CRM, so the record itself is the trigger.

When a lead's status changes, when a deal moves to a new stage in the pipeline, when a field gets updated, or when a new record is created, that CRM event fires a workflow rule that either sends the email straight out of Zoho CRM or hands the contact off to Zoho Campaigns for a longer automated sequence. Instant actions and time-based actions both run off the same trigger, so a confirmation can go out the second a stage changes, while a follow-up can wait a set number of days if the deal has not moved again by then.

This is the same principle behind the FreeMarker triggers I build in NetSuite, applied to a CRM instead of an ERP: the system state is the trigger, not a person remembering to click send. A deal moving from Consultation Scheduled to Consultation Completed fires a different email than a deal moving to Proposal Sent, and both are handled by rules, not by someone manually picking a template.

I connect CRM-side triggers to the Zoho Campaigns automation layer so a contact's CRM status determines what campaign they are enrolled in, and moving out of that status removes them automatically. That keeps sales-stage-based automation and newsletter-style automation working off the same source of truth instead of two disconnected lists.

Zoho CRM Workflow Rule Logic Example
// Deal module workflow rule TRIGGER: Deal_Stage changes to "Consultation Completed" INSTANT ACTION: IF Invoice_Sent == false > Send email: "Consultation Recap + Next Steps" > Assign task to rep: "Send proposal" ELSE > Send email: "Thanks + Invoice Follow-Up" TIME-BASED ACTION (+3 days): IF Deal_Stage still equals "Consultation Completed" > Enroll contact in Zoho Campaigns: "Proposal Nurture Sequence" > Notify rep: "No movement in 3 days" // Lead module workflow rule TRIGGER: Lead_Status changes to "Form Submitted" INSTANT ACTION: > Send email: "Consultation Confirmation" > Create follow-up task, due in 1 day
What This Enables
Confirmation, nurture, and follow-up emails fire the moment a lead status or deal stage actually changes, not on a schedule and not waiting on someone to remember to send them. Zoho Campaigns handles the longer nurture layer, enrolled and removed automatically based on live CRM stage.

Lead Generation Email Funnel

Full-Funnel Email Strategy

Email is not just a send tool it is a sales infrastructure. I understand the entire buyer journey and how to use email to move contacts through each stage, convert them, and bring them back to buy again. But the funnel is not identical for every lead generation business. A service business and a product business need the same strategic stages, they just need different emails inside those stages, especially once logistics enters the picture. A consulting client needs a kickoff email. A product customer needs the correct carrier, the correct tracking format, and the correct delivery instructions for how that shipment actually arrives.

For Service-Based Lead Generation Businesses

01
Awareness and Top of Funnel
Capture new contacts through lead magnets, consultation requests, and form submissions. A welcome sequence introduces the service, builds credibility, and sets expectations for what working together looks like before any sales message appears.
02
Consideration and Nurture
Move interested contacts toward a decision with drip sequences built around service-specific objections: cost, timeline, and whether the service actually fits their situation. Deliver proof, case context, and education that positions the service as the obvious answer.
03
Conversion and Booking
Trigger conversion emails the moment a contact shows intent, like completing a consultation or requesting a proposal. Confirmation, scheduling, and proposal follow-up emails are direct and built to remove the last barrier before signing.
04
Onboarding and Delivery
No shipping, no tracking number, no carrier. What replaces logistics for a service business is a kickoff sequence: engagement start confirmation, project or service milestones, what to expect and when, and who the point of contact is at each stage of delivery.
05
Engagement and Repeat Business
Staying engaged after delivery is its own sequence, not an afterthought tacked onto onboarding. Check-ins, added-value content, and renewal or add-on service offers are built and sent as their own set, designed specifically to bring a client back for another engagement, a retainer, or a referral.
06
Customer Support
Support does not stop when the service is delivered. Emails that route a help request, confirm it was received, and set a clear expectation for when the client will hear back keep trust intact after the sale, the same way a warranty claim would for a product.
07
Re-engagement and Win-Back
Dormant leads who never converted and lapsed clients are not lost, they are an underutilized asset. Win-back sequences reopen the conversation. ABI's review campaign, which moved 52 reviews to 71 and a 3.6 to a 3.9 rating in two weeks, is a direct example of this kind of thinking.

For Product-Based Lead Generation Businesses

01
Awareness and Top of Funnel
Capture new contacts through spec sheet downloads, catalog requests, and product-page opt-ins. A welcome sequence introduces the product line and builds trust before any promotional content appears.
02
Consideration and Nurture
Move interested contacts toward a decision with product comparisons, use-case content, and rep-assigned follow-up. Address objections around fit, durability, and price before they surface, and route the contact to the right dealer or rep.
03
Conversion and Order Confirmation
Trigger conversion emails at purchase intent, like a quote request or completed order. Order confirmation is direct and specific, restating what was purchased and what happens next.
04
Logistics and Fulfillment
This is where product businesses diverge completely from service businesses. Shipping notifications have to match the shipping mode: small package carriers like FedEx and UPS get a tracking number and link, LTL freight gets freight class and BOL number, hot shot gets an expedited delivery window, and flatbed gets unloading and inspection instructions. Wrong information here damages trust fast, so every template is conditional on carrier and mode.
05
Engagement and Repeat Purchase
Getting a customer to buy again is its own sequence, sent as a deliberate set: usage tips, accessory or replacement part suggestions, and replenishment timing based on the product's typical lifespan, all aimed at the next purchase, not just the current one.
06
Customer Support and Warranty
Support emails that confirm a warranty claim or service request was received and help is coming keep the customer from feeling ignored during the wait. After the warranty period, support emails shift toward troubleshooting guides, replacement part ordering, and paid service options.
07
Re-engagement and Win-Back
Dormant customers are not lost, they are an underutilized asset. Win-back sequences remind them of the value they are missing and move them back into an active buying relationship, whether that means a new product line or simply reordering what they already know works.

Email List Segmentation

Segmentation Strategy

The funnel above only works if the right message reaches the right person at the right stage. Segmentation is the mechanism that makes that possible. Every list I build is broken down by real signals, not guesswork, so a cold lead and an active customer never receive the same email, and a service client and a product buyer never receive the same follow-up.

01
Last Activity and Engagement Recency
When someone last opened, clicked, booked a consultation, or made a purchase determines what they get next. An active lead gets a timely follow-up. A contact who has gone quiet for 30, 60, or 90 days gets a re-engagement sequence instead of a message assuming they are still warm. Recency drives urgency and tone.
02
Product or Service Purchased or Inquired About
What someone actually bought or asked about defines the follow-up content, not a generic newsletter. A specific product line gets accessory or replacement part offers. A specific service or consultation type gets renewal reminders and case content relevant to that service, not the full catalog of everything the business offers.
03
Pipeline or Funnel Stage
A brand-new lead, a nurtured contact weighing a decision, and a closed customer are three different audiences with three different jobs to be done. Segmenting by exactly where a contact sits in the funnel, and keeping that segment synced to the live CRM stage, keeps every send matched to what that person actually needs to hear next.
04
Behavioral Signals
Page visits, link clicks, content downloads, and email engagement patterns reveal intent before someone ever fills out a form. A contact repeatedly viewing pricing gets a conversion-focused email. A contact engaging with educational content gets more nurture before any sales ask.
05
Customer History: New vs Repeat
A first-time buyer or first-time client needs onboarding and trust-building. A repeat customer or renewing client needs loyalty content, faster paths to reorder or rebook, and messaging that acknowledges the existing relationship instead of starting the pitch over from zero.
06
Source and Original Intent
How a contact entered the list, a specific lead magnet, a referral, a form on a specific page, tells you what problem they were trying to solve when they signed up. I use hidden fields and page or query parameter tracking at signup so that original intent can inform messaging months later, not just on day one.

Email Compliance and CAN-SPAM

How I Handle Consent and Compliance with Email Marketing and Automation

Most email marketers treat compliance as a box to check. I treat it as a founding principle. I over-analyze the fine print so every program I build is bulletproof because a single compliance failure can cost more than an entire year of email revenue, and more importantly, it is simply the right way to treat people.

Consent is specific, not general. If someone signs up for a monthly newsletter, they consented to exactly one thing: a newsletter, once a month. That is all they receive. Not a welcome sequence. Not a promotional blast a week later. Not re-enrollment into a drip campaign they never agreed to. What was promised at opt-in is what gets delivered nothing more.

This philosophy shapes how I build every list, every trigger, every workflow. Opt-in copy is precise about what the subscriber will receive, how often, and from whom. Segments are never cross-pollinated without explicit new consent. Send frequency is governed by what was promised, not by what the business wants to send.

The result: lower unsubscribe rates, higher trust, stronger long-term list health, and zero legal exposure. Compliance and performance are not in tension a clean, consent-respecting list almost always outperforms a bloated, over-messaged one.

Compliance also lives at the DNS level, not just the content level. I understand how SPF, DKIM, and DMARC are configured as TXT records on a sending domain, and why getting those records right is what keeps a legitimate program out of spam folders in the first place. Authentication is the technical half of compliance that most email marketers never touch.

The Standard I Hold
Monthly newsletter signup → monthly newsletter only

Consultation form → consultation confirmation only

Product purchase → transactional communication only

No cross-list enrollment without new explicit consent

No frequency increases without re-consent

No subject line deception, ever
Regulations I Build Around
CAN-SPAM Act / GDPR / CASL / Zoho CRM Terms / Zoho Campaigns Terms / HubSpot Terms / NetSuite Email Policy / Klaviyo Terms / Mailchimp Terms / Platform-Specific Sender Requirements
Fun Fact
Under CAN-SPAM, every unsubscribe has to be tracked and honored, permanently. That means keeping a suppression list, or some other record, of everyone who has opted out, so they are never re-mailed by any list connected to that business again. It is a legal requirement, not a nice-to-have.

NetSuite, HubSpot, Zoho, Klaviyo, Mailchimp

Email Systems I Work In

NetSuite
ERP / CRM Email Automation
Primary platform at ABI Attachments for all sales email automation. Build FreeMarker templates, trigger-based workflows, saved search segmentation, and pipeline-connected drip sequences inside NetSuite ERP/CRM, including shipping notifications tailored to small package (FedEx, UPS), LTL freight, hot shot, and flatbed deliveries with the correct tracking, BOL, and delivery instructions for each.
FreeMarker If/Else Logic Saved Searches Triggers Pipeline Automation LTL / Freight Hot Shot / Flatbed
HubSpot
Inbound Email Marketing
Used at Favze Digital Marketing for inbound email campaigns, customer journey workflows, lead nurture sequences, and newsletter distribution. Powers two email newsletters: Favze Insider, a digest of digital marketing news and stats, and Favze Intel, a deeper dive into a single digital marketing topic each issue. Subscribe to either at favze.com/newsletters. A/B testing and analytics run continuously across all sends.
Customer Journeys Segmentation A/B Testing Lead Nurture Analytics Personalization Newsletter Distribution
Zoho CRM
CRM-Triggered Email Automation
Built at Favze Digital Marketing as the trigger source for CRM-based email automation. Build workflow rules and automation rules on Leads and Deals so emails fire directly off lead status changes, deal stage moves, and field updates, both as instant actions and time-based follow-ups, and hand off qualifying contacts into Zoho Campaigns sequences automatically.
Workflow Rules Lead Status Triggers Deal Stage Triggers Instant Actions Time-Based Actions Field Update Triggers
Zoho Campaigns
Workflow Automation and Newsletter
Companion platform to Zoho CRM, connected directly so enrollment is driven by CRM stage rather than a separate list. Build the full trigger-based automation system connecting form submissions, consultation scheduling, consultation completion, and invoice sending to automated sequences, with merge tag personalization and mobile-optimized templates throughout.
Merge Tags Workflow Triggers CRM-Synced Enrollment Consultation Flows Invoice Triggers Mobile Optimization
Klaviyo
Ecommerce Email and SMS Automation
Built out at Favze Digital Marketing as part of a deliberate multi-platform strategy so I could match ecommerce-style clients to the right tool. Focus on behavior-triggered flows including welcome series, abandoned cart recovery, browse abandonment, post-purchase, and win-back sequences, backed by purchase and engagement-based segmentation.
Flow Automation Abandoned Cart Welcome Series Post-Purchase Flows Behavioral Segmentation Ecommerce Email
Mailchimp
Small Business Email Marketing
Built out at Favze Digital Marketing so I could serve small business and local market clients who do not need ecommerce-scale complexity. Focus on audience segmentation, campaign templates, automation journeys, and A/B tested newsletter sends matched to that scale of business.
Audience Segmentation Campaign Templates Automation Journeys A/B Testing Local Business Email

Email Marketing Skills

Email Marketing Skill Set

Platform Automation
Zoho CRM Workflow Rules Zoho CRM Automation Rules CRM-Triggered Email Zoho Campaigns Klaviyo Flow Automation Mailchimp Automation Journeys Merge Tags Monthly Newsletter Production Form Submission Triggers Deal Stage Triggers Lead Status Triggers Consultation Workflow Automation Invoice Trigger Automation Abandoned Cart Recovery Customer Service Reassurance Emails Trigger-Based Workflows Drip Campaigns Customer Journey Mapping Pipeline Automation
Template Engineering
NetSuite Email Automation FreeMarker Templating If/Else Conditional Logic Dynamic Variable Injection LTL Freight Notifications Hot Shot Delivery Windows Flatbed Delivery Instructions MSO Conditional Comments Responsive HTML Templates Table-Based Email Layout Inline CSS Mobile Email Optimization Tablet Email Optimization Cross-Client Rendering Troubleshooting Workflows
Deliverability and Technical Setup
Email Deliverability DNS and TXT Record Configuration SPF / DKIM / DMARC Platform Integration CRM-to-Campaigns Sync List Hygiene Database Cleaning Suppression List Management Subscriber Management
Funnel and Lifecycle Strategy
Full-Funnel Email Strategy Top of Funnel Nurture Conversion Email Strategy Post-Purchase Retention Re-engagement and Win-Back Re-engagement Campaigns Buyer Journey Mapping Lead Nurture Sequences Email Marketing Strategy Newsletter Strategy E-E-A-T Content Principles
Business-Type Specialization
Customer Service Email Programs Logistics Email Automation Sales Team Email Strategy Sales Pipeline CRM Automation Ecommerce Email Strategy Small Business Email Marketing Cross-Functional Email Design Lead Generation Email Strategy Lead Capture Sequences Pipeline Email Strategy Carrier-Specific Templates Sales Pipeline Support Inbound Email Marketing
Analytics and Performance
Open Rate Analysis Click-Through Rate Tracking Conversion Tracking Unsubscribe Rate Management Performance Reporting Actionable Recommendations A/B Testing Subject Line Optimization Send Time Optimization
Segmentation and Personalization
Segmentation Saved Search Segmentation Behavioral Segmentation CRM Stage-Based Segmentation Personalization
Compliance and Consent
CAN-SPAM Compliance GDPR Compliance CASL Consent-Based Email Marketing Consent Management Send Frequency Governance Opt-In Precision Data Privacy Cross-Team Collaboration

Email Marketing Certifications

Email Marketing Credentials

HubSpot Email Marketing Certification HubSpot Academy
HubSpot Inbound Marketing Certification HubSpot Academy
HubSpot Content Hub for Marketers HubSpot Academy
Email Marketing for Businesses Alison
Email Marketing Strategy: Warm Up a Cold List LinkedIn
Email and Newsletter Marketing Foundations LinkedIn
Email Marketing: Strategy and Optimization LinkedIn
Advanced Diploma in Mastering Elite Digital Marketing for Consultants Alison
Content Marketing Essentials for SEO and AI Search Semrush
AI Agents for Everyday Professionals: Simple Automations (No Code Required) LinkedIn
Automating Your Work with Custom GPTs (No Code Required) LinkedIn
How to Generate Marketing Leads with AI LinkedIn
Marketing Analytics in Action: Drive Growth with Data Insights LinkedIn
Business Analytics: Marketing Data LinkedIn
View All 122+ Certifications on LinkedIn ↗

Email Marketing FAQ

Email Marketing Questions

What email platforms does Riley work with?
NetSuite ERP/CRM for sales automation, HubSpot for inbound email marketing and customer journeys, Zoho CRM for CRM-triggered workflow automation, Zoho Campaigns for campaign management, and Klaviyo and Mailchimp for ecommerce and small business email marketing. I built out HubSpot, Zoho CRM, Zoho Campaigns, Klaviyo, and Mailchimp at Favze deliberately, so I already know which platform fits which kind of business before a client ever needs one. Each serves a distinct use case and I am experienced in all six at a hands-on build level, not just a user level.
What is CRM-triggered email automation?
It is email that fires directly off a change to a CRM record instead of a manual send or a fixed schedule. In Zoho CRM I build workflow rules on Leads and Deals so an email goes out the moment a lead status changes, a deal moves to a new pipeline stage, or a specific field gets updated. Instant actions fire immediately, and time-based actions run if a record has not moved again within a set number of days, so the follow-up cadence tracks what the CRM record is actually doing.
What is FreeMarker and how do you use it?
FreeMarker is a Java-based templating engine used inside NetSuite to dynamically personalize email content at send time. I use FreeMarker variables to inject customer-specific data and if/else conditional blocks to render different content based on attributes like carrier, rep assignment, product category, or pipeline stage. One template can produce dozens of personalized outputs automatically with zero manual work per send.
What types of email automations have you built?
At ABI Attachments I designed and built the full sales email automation system in NetSuite including carrier and shipping-mode specific notification templates covering small package (FedEx, UPS), LTL freight, hot shot, and flatbed, each with the correct tracking, BOL, and delivery instructions, plus a rep-assigned follow-up sequence, drip campaigns, and customer journey workflows. At Favze I build HubSpot inbound email sequences, CRM-triggered workflow rules in Zoho CRM tied to lead status and deal stage changes connected into Zoho Campaigns for longer nurture sequences, Klaviyo ecommerce flows like abandoned cart and post-purchase, Mailchimp small business campaigns, and weekly newsletter workflows. I also build customer service reassurance emails that confirm a request was received and help is on the way, and I executed ABI's review re-engagement campaign that increased reviews from 52 to 71 and raised the rating from 3.6 to 3.9 stars in two weeks.
How do you approach email compliance?
CAN-SPAM and GDPR compliance is built into every email program from the start, not added as an afterthought. This includes proper unsubscribe mechanisms, sender identification, honest subject lines, data privacy handling, and subscriber consent management. I also maintain list hygiene and database cleaning practices that protect deliverability and sender reputation over time.
How do you measure email performance?
I track open rates, click-through rates, conversions, and unsubscribe rates across every campaign and use that data to prepare performance reports with specific, actionable recommendations. A/B testing on subject lines, content, layouts, and send times runs continuously so every campaign cycle produces learnings that improve the next one. The goal is always connecting email metrics to actual pipeline and revenue outcomes.
What makes your email templates different?
Every template I build is mobile-first, uses table-based layouts with inline CSS for maximum cross-client compatibility, and includes MSO conditional comments for Outlook rendering. Templates are also built for scalability using FreeMarker, HubSpot personalization tokens, Zoho merge fields, or Klaviyo and Mailchimp merge fields so the same template serves dozens of use cases without manual customization per send.
Do you handle email authentication and DNS setup?
Yes. Deliverability starts before a single email is written. I understand how SPF, DKIM, and DMARC are configured as TXT records on a sending domain, and why getting those records right is what keeps a legitimate program landing in the inbox instead of the spam folder.
Are you legally required to track email unsubscribes?
Yes. Under CAN-SPAM, every unsubscribe has to be tracked and honored permanently, which means maintaining a suppression list or equivalent record of everyone who has opted out so they are never re-mailed by any list connected to that business again. It is a legal requirement, not just a best practice, and it is built into every program I manage.
Where can I subscribe to your newsletters?
At favze.com/newsletters. Favze Insider is a digest of digital marketing news and stats. Favze Intel is a deeper dive into one digital marketing topic per issue. Favze Insights, a related content series on digital marketing strategy, is published on LinkedIn rather than email.

Let's build something together

Ready to Automate
Your Email Pipeline

Connect on LinkedIn ↗