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90 Day Guide: Create Your Foundation

Consciously establish the groundwork for your SMS and email strategy—creating space for both deeper customer connections and abundant list growth. This beginning phase invites you to set intentions that'll guide your journey for the season.
Written by
Angela Rollins
published
July 24, 2025

90 Day Guide: Create Your Foundation

Consciously establish the groundwork for your SMS and email strategy—creating space for both deeper customer connections and abundant list growth. This beginning phase invites you to set intentions that'll guide your journey for the season.
Written by
Angela Rollins
published
July 24, 2025

In this guide: Set yourself up for success by building a solid foundation. Align your email and SMS channels, embrace AI tools now to compound the benefits, and grow your audience with intention. Then optimize everything with clear purpose for meaningful results.

The end-of-year rush can be quite chaotic, but with the right approach you can simplify things. With 90 days of focused preparation, you can navigate BFCM with confidence and clarity.In this guide: Set yourself up for success by building a solid foundation. Align your email and SMS channels, embrace AI tools now to compound the benefits, and grow your audience with intention. Then optimize everything with clear purpose for meaningful results.

The challenge ahead

The pressure is real. Consumers spent a record $41.1 billion online during Cyber Week last year—and every brand wants to earn their slice of that pie.

But this year is different, and the stakes feel higher than usual. Economic uncertainty and tariff impacts are making consumers more cautious with their spending leading up to Black Friday/Cyber Monday. In June's Attentive Consumer Pulse, we found that 75% of shoppers anticipate some change to their holiday spend. Shoppers say they'll be buying fewer items, searching for more deals and discounts, or shopping earlier. Instead of purchasing multiple items, shoppers will be looking for the ideal gift—so every product will be subject to greater scrutiny.

On top of shifting consumer behavior, brands have faced inventory challenges and tightened profit margins as a result of tariffs. In response, marketers have had to adapt their strategies to navigate this complex landscape.

The solution: Strategic foundation building

But we've navigated challenges like this before—the pandemic, the 2021 shipping crisis—and we know what it takes to weather the storm.

From guiding our customers through nine years of BFCMs, we consistently see that Cyber Week success is found by building a solid strategic foundation early on that lets you engage customers with confidence and clarity during the biggest shopping event of the year.

This is especially true amidst economic challenges. Owned channels allow you to build the familiarity and trust that get shoppers to choose your brand when every retailer is competing for their attention.

In the Attentive Marketer Pulse, brands reported that email and SMS are the top revenue-driving channels in this period of uncertainty. As a result, marketers are increasing their investment in these powerful relationship-building channels.

The brands that win this year will be those that cut through the noise by building connections with shoppers early and providing value to their customers.

You have 90 days of focused preparation ahead of you to build the customer relationships that fuel BFCM success.

And that's where we come in. As your trusted guide through the BFCM storm, we've seen what works and what doesn't. Our recommendations are based on the 3.9 billion email and SMS messages that flowed through the Attentive platform during Cyber Week 2024 and the BFCM data we've been collecting and analyzing for nine years.

This is your path to approaching Q4 with confidence.

Ready to start building your competitive advantage? Take a breath, and let's begin.

One
Align your power channels: SMS and email are stronger together

When everything feels chaotic, clarity comes from focusing on what drives results.

In this period of uncertainty, email and SMS have emerged as the top channels marketers can rely on to drive business growth. During this period, 78% of marketers say email is a top revenue-driving channel and 72% say the same for SMS. But the brands that see the biggest impact treat SMS and email as complementary forces that work in harmony, rather than separate programs competing for attention.

In fact, 58% of consumers are more likely to purchase when receiving the same promotion across channels. When you align your email and SMS programs on the right platform, you create strategic clarity that cuts through the chaos and delivers stronger performance than either channel could achieve alone.

Create strategic harmony between SMS and email

Coordination doesn't mean duplication. In fact, even though shoppers are more likely to purchase when receiving the same promotion across channels, 72% want brands to use text and email differently. That means complementing each other and continuing the story, not copy-pasting from one channel to the other.

While there’s a lot of overlap between SMS and email subscribers, the reality is most consumers engage on one primary channel. So true strategic harmony is found by understanding how to build engagement across both channels.

Start by capitalizing on the strength of each channel.

Use SMS for time-sensitive communications that drive immediate action, like:

  • Flash sales and limited-time offers
  • Low-stock and back-in-stock alerts
  • Welcome texts with an incentive to buy
  • Product launch announcements
  • Cart abandonment (first touchpoint)
  • Order confirmations and shipping updates
  • VIP early access announcements

Use email for detailed content that builds relationships, such as:

  • Product recommendations
  • Product education and storytelling
  • Product launch previews
  • Cart abandonment follow-ups with social proof
  • Comprehensive sale announcements with visuals
  • Welcome series with brand narrative
  • Loyalty membership updates and brand news

Create sequential messages that leverage both channels. Let each channel play to its strengths by combining email and SMS into the same campaign.

For example, use SMS to announce a product launch and drive immediate traffic. Then follow up with an email that tells the full story.

Or start a cart abandonment flow with a quick text 15 minutes after abandonment to quickly recapture attention. Follow up with a detailed email an hour later that includes product reviews, addresses common questions, or showcases product benefits.

Consolidate platforms for peace of mind

Managing separate SMS and email platforms creates the exact complexity you're trying to avoid. When your channels operate on different systems, you lose the strategic advantages that make a single integrated messaging program so powerful.

By combining email and SMS into the same platform, you benefit from advanced cross-channel orchestration, complete visibility across both channels, and a single source of customer truth for more accurate personalization.

The platform you choose to consolidate on determines if you’ll see small gains or transformational results.

“Attentive triggered email provides us with enhanced orchestration capability and offers more control over our content, revolutionizing the way we connect with our customers: instantly and effectively.”
Emily McDonald, Senior Manager, CRM & Promotions, L’Occitane

With Attentive's unified email and SMS solution you gain:

  • More revenue through mobile-first identity: We identify 20% more subscribers through the Enhanced Attentive Tag and Identity AI. Attentive Signal anchors customer profiles to their phone number (which doesn't change as often as their email address), leading to 95% higher triggered email revenue.
  • Enterprise-grade deliverability: Attentive achieves a 99.8%+ email deliverability rate with dedicated IP address warmup and list auditing during implementation, plus ongoing proactive monitoring.
  • Next-generation innovation: We're building the email and SMS platform of the future. From pioneering RCS capabilities for text messaging to weaving AI capabilities throughout our tools, you benefit from technology that's always evolving to drive better performance.

We're focused on platform infrastructure, performance, and reliability so you can focus on strategy and customer relationships.

We make migrating from your existing ESP easy and can get you up and running in days—not weeks—so you can optimize your program well before BFCM.

Two
Power personalization with the right customer data

Understanding your customers is the foundation of strong relationships. The earlier you start learning about your subscribers’ interests, behaviors, and preferences, the more relevant your campaigns will be year-round—but also for Black Friday.

Our research shows that 81% of consumers ignore messages that aren’t relevant to them. Meanwhile, 96% of shoppers are likely to purchase from at least one type of personalized message.

Personalization isn’t just a nice-to-have—it’s table stakes for cutting through the noise.

In the 90 days before Black Friday, build the data foundation that powers personalized experiences.

Focus on customer data that delivers immediate value

Create calm confidence by collecting and activating customer data that can improve the shopping experience while driving more campaign revenue.

Prioritize information that will give you insight into a shopper's buying habits, product preferences, and lifestyle.

First-party behavioral data: What customers tell you through their actions

Behavioral data—such as browse and purchase history, email and SMS engagement, and response to different types of offers—tells the story of how customers interact with your brand.

Use this information to:

  • Fine-tune product recommendations
  • Predict when a shopper is likely to convert
  • Send messages they're likely to engage with

The key to effective behavioral data activation is clear customer identification. 61% of consumers take multiple sessions or switch devices during their shopping journey.

If you don't identify shoppers accurately across these separate moments, you miss opportunities to reach high-intent shoppers with the right message.

Attentive Signal matches subscribers across devices and sessions, leading to a 20% increase in conversion rates and 95% higher triggered email revenue.

Zero-party data: What customers want you to know about them

Zero-party data gives you the "why" behind shoppers' actions that can't be observed with behavioral data alone.

It's also a great way to start personalizing marketing communications as soon as a shopper subscribes to your list when you don't have much behavioral data collected yet.

Our 2025 Consumer Trends Report found that 99% of shoppers are willing to share some form of zero-party data in exchange for an incentive—and product recommendations are the top incentive for getting customers to open up.

Easy ways to collect zero-party data:

  • Your sign-up unit: Add a multiple choice question to your opt-in form to start personalizing communications right away. Ask what product category they're interested in or what challenges they're facing that your brand can help with.
  • Product recommendation quizzes: Help customers find what they're looking for while learning about their preferences. This can be on your website or by using Two-Way Journeys™ via text.
  • Conversational texts: Let subscribers tell you about their interests, needs, or shopping goals via text with keyword responses.
  • Post-purchase surveys: Ask about the context of a shopper's purchase, like who it's for or what occasion.
Three
Embrace AI early for compounding performance improvements

To maximize the potential of all the customer data you've gathered, you've got to activate it through personalized campaigns. Segments and behavioral flows are the essential building blocks to personalization. But before AI, marketers were stuck working with manual workflows with a limit to the depth of personalization they could achieve.

Now, AI is the gold standard for personalized email and SMS. It brings clarity to a mountain of customer data and unlocks performance that manual processes simply can't match.

Other providers are building AI tools that only act to lighten workflows or as a side offering to their main product. Attentive has transformed our entire platform to be centered around AI to help marketers go beyond efficiency and earn real performance gains.

"It takes a level of creativity and expertise to figure out how to actually make use of AI. Attentive is leading the charge here, both for SMS and email. By making the most of our data, AI Journeys is changing the game for us."
Ryan Moakley, Director of Marketing, SwimOutlet

With Attentive AI™, you can:

  • Identify more customers across devices and sessions for more accurate targeting
  • Grow your list intelligently with high-quality subscribers
  • Optimize send timing for each individual subscriber
  • Target likely buyers while avoiding subscriber fatigue
  • Generate high-converting copy that matches your brand voice
  • Create 1:1 personalized journeys that adapt to each customer's behavior

The brands that see the biggest impact from AI start early: AI improves with every message sent, learning your audience's preferences and behaviors to deliver increasingly relevant experiences. Starting now gives you compounding advantages by November, when every interaction matters most.

Brands using Attentive AI™ are already seeing dramatic improvements, including:

  • 200% more revenue from triggered messages using AI Journeys
  • 10% lift in abandonment journey revenue through improved site visitor recognition with Identity AI
  • Up to 20% increase in multi-channel campaign revenue using Audiences AI

And last year, brands that used AI Pro and AI Journeys saw 2x+ higher attributed revenue growth during Cyber Week than those that didn’t.

These sustained improvements compound as AI learns more about your customers.

Incorporating AI into your messaging strategy amplifies what you already do well and scales personalization that would be impossible to do manually.

By adding AI to your program now, you'll have proven the value for your brand and feel comfortable and confident by November.

Ready to try Attentive AI™ for yourself? Learn more or reach out to your Attentive CSM to get started.

Four
Grow your audience with intention

Consumers are getting hit with irrelevant content left and right. To stand out during BFCM, you need to cultivate personal relationships with subscribers that articulate value and drive loyalty—and that means starting early.

Expanding your subscriber list before BFCM not only gives you more people to market to, it gives you time to create a more engaged audience for your end-of-year promos. Plus, our data shows that subscribers who joined between June and mid-November last year had 14% higher AOVs than all prior subscribers.

Refresh your list-building strategy for quality growth

There's a plethora of ways to grow your audience online and off. If you haven't evaluated your list growth strategy in a while, consider trying some new tactics to increase your subscriber base.

Online:

  • Add a welcome popup to your homepage, collection pages, or product pages
  • Try PDP embeds that enable you to show visitors how much they'll save on this product by signing up
  • Enable a persistent bubble throughout the site that shoppers can click on to reopen your welcome popup if they close it
  • Set up a sign-up unit to appear when a shopper adds the first item to their cart
  • Add waitlist sign-ups to out-of-stock product pages
  • Display an exit-intent popup with one final incentive to capture visitors who are about to leave
  • If you use Shopify, turn on opt-in at online checkout via a simple checkbox
  • Promote your email and SMS list on social media via your "link in bio" page or as a direct link in Instagram Stories

Offline—using QR codes or Text-to-Join keywords:

  • At retail stores, display QR codes or Text-to-Join keywords in dressing rooms, at checkout, or on receipts at your retail stores
  • At checkout, train retail associates to ask shoppers if they want to subscribe to your SMS or email list
  • Send postcards in order packages with a prompt to join
  • Add a CTA to subscribe in your direct mail campaigns
Pro Tip

Use a multi-step opt-in form to grab a shopper’s phone number and email address at the same time. You’re more likely to get both contacts at the same time.

Encourage shoppers to subscribe with incentives

Discounts are the most effective incentive to get shoppers to join a brand's SMS and email list, according to our internal data.

But if discounts don't feel aligned with your brand, other great options include:

  • Free gift with purchase
  • Free shipping
  • Product recommendations through a quiz
  • Loyalty or reward incentives
  • Waitlist sign-up (for upcoming launches or out-of-stock products)
  • Exclusive benefits, like first access to sales and new products
  • Helpful content (like gift guides or other resources)

When promoting your email and SMS lists, communicate the value shoppers will get from joining beyond the discount. Will they be first to know about new product launches? Get exclusive sneak peeks?

Pro Tip

Consider upping the incentive for SMS or highlighting the additional perks they'll get by signing up for texts. Early access is a common benefit for SMS subscribers because of the timeliness of the channel.

Scale list growth intelligently with AI Grow

While the tactics above help you cast a wider net, AI Grow takes a precision approach by identifying your highest-value website visitors and converting them with personalized offers at optimal moments.

Instead of showing the same popup to everyone, AI Grow:

  • Tracks individual shopping patterns to identify visitors most likely to subscribe and purchase
  • Delivers personalized offers based on browsing behavior, product affinity, and purchase intent
  • Optimizes timing to present sign-up opportunities when visitors are most engaged
  • Adapts incentives to match what motivates each individual shopper

This way you're growing your list with subscribers who are genuinely interested in your brand and more likely to convert.

Five
Prepare your program for deliverability

If subscribers don’t get your messages, you can’t engage them, which impacts your ROI and your ability to engage and convert customers.

SMS readiness: Be recognizable and choose your message format wisely

You'll have set up most of your essential SMS deliverability infrastructure when you launched your program. But here are a couple extra things to think about as you prepare for Black Friday:

  • Encourage subscribers to save you as a contact so they recognize you when you text—and so you don't get filtered out by the iOS 26 update coming to iPhone this fall. If you send MMS, send a virtual contact card to make it easy.
  • MMS messages achieve a 2.8x higher conversion rate on average compared to SMS according to our platform data. So for US brands that can send this format, just note that MMS is only realistic for shortcode phone numbers during BFCM as, due to the high volume phone carriers are processing, toll-free numbers can experience delays.

Building solid partnerships with carriers helps ensure reliable capacity and priority sending. Our partnership-focused approach has resulted in deliverability satisfaction rates that are 71% higher than what customers experienced with other platforms.

Email deliverability: Increase sending now for better performance during BFCM

Email deliverability is more challenging. To stay out of the spam folder, you'll want to avoid spam triggers and audit your email program to account for email providers' requirements.

You'll also benefit from ramping up your sending volume slowly. Increasing your email volume overnight can look suspicious and trigger spam filters. By gradually bumping up your sending volume, you can guarantee you reach the inbox when it matters most.

Start by determining your goal volume for BFCM based on:

  • Last year's performance and sending volume
  • Your list growth projections for this year

Then, map out a schedule to slowly increase your email sending volume.

We've found that sending a slightly higher, more consistent volume of emails from Q2 to Q4 (a "tortoise" strategy) before your big BFCM push is more effective than saving up your emails for a big spike during BFCM (a "hare" strategy). Brands that spiked their sends in Q4 last year without that gradual ramp saw 22% lower ROI than all other brands.

If you didn't already start ramping up in Q2, it's not too late to start. We recommend increasing email sends by no more than 5–10% of the previous day's volume. If you're already sending a volume of 1 million emails per day or more, we recommend staying closer to 5% daily increases. If you send smaller volumes (around 100,000 emails per day) you can target a 10% growth rate.

Attentive makes it easy to reach subscribers' email inboxes and stay out of the spam folder. Built-in best practices and proactive deliverability monitoring help Attentive customers maintain high delivery rates of 99.8%+.

If you're planning to add Attentive Email, or switch from another provider, now's a good time to do it so your program is all set for BFCM.

Pro Tip

Step up sending volume gradually to boost deliverability and engagement. Begin more frequent communication now, including occasional campaigns to less active subscribers.

Six
Turn on Journeys for a steady base of automated venue

In our 2025 Consumer Trends Report, we found that 71% of shoppers want brands to learn from their shopping habits over time. Behavioral flows deliver exactly this kind of relevance by responding to how customers interact with your brand.

Plus, these triggered messages supply you with automated revenue so you get a great ROI.

Activate these essential journeys now to foster your relationships with customers:

Welcome series nurture your relationships with new subscribers by setting the tone as soon as they join your list.

  • This is your subscribers' first impression of your brand
  • Encourages their first purchase

Browse and cart abandonment reminders bring shoppers back to take another look at something they expressed interest in with these high-performing journeys.

  • Browse abandonment flows boast a 33x average ROI
  • Cart abandonment flows boast a 125x average ROI

Post-purchase flows won't drive as much revenue, but these journeys help build relationships that support long-term retention and future revenue.

  • Focuses on building customer relationships
  • Supports long-term retention
  • Drives future revenue potential

Winback messages work to re-engage subscribers who have purchased in the past but have since gone quiet.

  • Re-engages past customers who have become inactive
  • Reactivating subscribers warms them up for better engagement
  • Prepares subscribers for improved sales during Cyber Week

Inventory updates let shoppers know a product is back-in-stock or will be out-of-stock soon are powerful motivators for purchase.

  • Back-in-stock notifications drive immediate action
  • Out-of-stock warnings create urgency
  • Leads to a 25% average conversion rate for email

If available on your e-commerce platform, transactional journeys keep customers up-to-date on their order status, which builds trust and enhances loyalty and retention.

Seven
Optimize your program with purpose

Optimizing your email and SMS program supports healthy business growth year-round. But it's all the more important for Q4 when you stand to pull in the most revenue for the year. So use your pre-BFCM prep time to find out what works to engage and convert subscribers.

If you have time, you can optimize every aspect of your strategy—from testing your sign-up unit's CTA button color to testing the impact of emojis in your email subject lines. But we recommend focusing on the changes that will have the biggest impact on your bottom line:

Behavioral flows: Since these messages automatically engage your customers based on their actions, small improvements here compound into significant revenue gains.

  • Test your copy, trigger timing, and flow order
  • Add conversational elements like surveys or quizzes to boost engagement
  • Use AI Journeys to optimize triggered messages and tailor them to each subscriber—brands see 200% more revenue on all triggered messages and 20x ROI lift on cart abandonment journeys

Sign-up units: Your sign-up units are working around the clock to grow your audience, so optimizing them pays off.

  • Ensure sign-up units are legible and adapt to all screen sizes as a baseline
  • Focus on testing incentive and trigger timing before moving to imagery or CTA copy
  • Track how much new subscribers spend and how long they stay subscribed, not just subscriber count
  • Consider using AI Grow to target visitors with personalized welcome popups that increase sign-ups by 20%

Campaign effectiveness: Every text message and email you send teaches you what resonates with your subscribers so you can iterate with every campaign.

  • Test message format (plain text vs stylized for email; MMS vs SMS for text messages)
  • Test sense of urgency, tone of voice, incentive types, and CTAs
  • Test send times, or use Send Time AI to adapt to when each subscriber is most likely to take action—this improves CVR and CTR for 75%+ of eligible SMS campaigns and gives email an average CVR boost of 17%

Segmentation: Take this opportunity to test your segmentation thresholds and refine your targeting.

  • Test how different portions of your segments react to campaigns—if you lose subscribers at the 120-150 day mark, scale back
  • If you've extended your "engaged" segment to 150 days with no negative impact, test including customers who've purchased or clicked in the 150-180 day window
  • Use Audiences AI to optimize segments without manual calculations—Little Sleepies increased incremental revenue by 31% by adding high-purchase-intent subscribers and excluding less engaged ones
Pro Tip

Use your late summer and fall sales as testing grounds to understand how customers interact with sign-up units and promotional campaigns before the high-stakes BFCM period.

Eight
Work with a platform built to handle Black Friday

You stand to pull in more revenue than any other time of year during BFCM. The worst thing that can happen? The platform you use crashes and your text messages and emails don't get sent.

Attentive is built to support brands during this high-stakes event with:

  • No down time, unlike other platforms that have experienced outages on Black Friday
  • 99.8%+ SMS and email deliverability rate
  • 400+ dedicated customer success team
  • Response time in under 20 minutes
  • 24/7 support at your most critical moment
  • Built-in compliance tools and proactive monitoring to ensure high deliverability

As you grow and optimize your program year-round, you can also benefit from our:

  • Significant AI investment that's delivering high-performing results
  • Best-in-class subscriber identification for an average 95%+ lift in email revenue when switching from competitors
  • Patented two-tap technology that grows your list 2x faster
  • 30+ list growth tools

Ready to make your customer messaging more personal and effective? We make it easy to get started with Attentive.

Your path to confident BFCM success

Economic pressures are making consumers more selective, so the brands that succeed this year will be the ones that build genuine relationships before the end-of-year rush.

With 90 days of strategic preparation, you can establish a strong email and SMS strategy that supports your biggest revenue opportunity of the year.

Here are your key moves to make now:

  1. Align your SMS and email channels for unified customer experiences
  2. Power personalization with smart data collection to build stronger customer relationships from day one
  3. Embrace AI early so it's trained and optimized by the time November arrives
  4. Grow your audience intentionally with quality subscribers who will engage long-term
  5. Prepare for deliverability by verifying your technical setup and gradually increasing send volume
  6. Turn on automated Journeys that work 24/7 to recover revenue and build loyalty through behavioral messaging
  7. Optimize with purpose to get the most out of your email and SMS program

By following this methodical approach, you'll have the strategic clarity that comes from conscious preparation and enter Q4 with unified channels, engaged subscribers, and automated revenue streams already working for you.

Ready to build your competitive advantage? Download the 90-day BFCM checklist to track your progress and establish your foundation one step at a time. Then, stay tuned for part two to find out how to craft a unified messaging strategy—coming in September.

Pro tip
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Download the 90-day checklist to track your progress and establish your foundation.