One of the most important considerations for any email marketer is their contacts. After all, without an audience, who are you going to send your campaigns to? The quantity and quality of your contacts can make or break you, so collecting them properly is paramount to email marketing success.

Now that all sounds very dramatic, but don’t fear. We’ve compiled a list of potential ways to grow or strengthen your email marketing list to ensure you’re only sending mailings to people who truly want to receive them.

Content Personalization Form

According to our research, 86% of advisors expect fund provider content to be personalized to their interests. The easiest way to gauge your current audience and encourage them to share your content with others is to offer a way for them to choose the types of content they prefer through a content preference form.

They choose their desired content and through a content distribution system (like StoneShot DNA), the content they want to see will be delivered on a regular basis. In order to give people a reason to provide their personal information. A steady stream of quality personalized content is usually enough to get someone’s email, expanding your list with a potential lead.

Event Sign-up Forms

Our clients run a variety of events throughout the year and invite contacts to these events by sending email invitations that link to a registration form. That way they can easily forward on the link to friends and colleagues who will be added to your growing email list as soon as they sign up.

Include opt-ins to existing forms

sign up

If you put any kind of sign-up form on your website be sure to add in check boxes that give the person the option of signing up for any of your future email campaigns. If you’re going to build your list quickly, you need to get in the habit of adding a sign-up option anywhere you possibly can.

Event Check-in 

On the day of your event, you typically keep track of the names of the attendees as they arrive. If someone attends who hadn’t previously registered for the event, their information can be taken down and added as a new contact to your database.

Be Active Online

To get a larger list you first need to get people interested in what you have to say. You do this by creating great content, writing thought leadership pieces, and also by actively contributing to online communities in your industry. You can do this by joining groups on LinkedIn, contributing to a relevant trending topic on Twitter, or finding an active third party forum elsewhere on the internet and making a name for yourself. Put yourself out there and so people will have a reason to look you up.

Have Your Team Add a Link to Their Email Signatures

You have to be a bit of a shameless self-promoter if you’re going to build your email list to where you want it to be. Establish a landing page that people can use to sign up for either your newsletter, fund updates, or just updates from your company in general. Once you have the link, put it as many places as you can, including in the signature of your emails so it’s constantly present when you’re reaching out to clients and prospects.

CSV import

This is the most typical way a new contact is added to your database. In order to create a new mailing list, you need to format this client information into a CSV file and import it into the database in your ESP. Anyone who is on that file who isn’t already in the database can be added. And the people who already exist can be updated if there are any changes to their contact details.

Gated Content

If you create content valuable enough – like a comprehensive e-book or the results of a survey – you can put it behind a privacy wall that restricts anybody from accessing it without entering their email. Work on creating content people would be willing to trade their email with and your email list will quickly gain in numbers.

Install Email Hunter Chrome Extension

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Email Hunter is a fantastic extension for Google Chrome that proves invaluable when you’re prospecting for emails. It not only finds email addresses on any web page instantly, it collects and saves them in the app’s convenient drop-down window so you can build lead lists straight from your browser. It works especially well with Linkedin.

Export Your LinkedIn Contacts

You can export all of your LinkedIn data, including your first degree contacts in a CSV file, by following these steps:

  1. From your LinkedIn home page, click the “Me” tab in your toolbar
  2. Click “Settings & Privacy” from the drop down
  3. Under the “Account” tab at the bottom of the “Basics” category, select “Getting an archive of your data”
  4. Select “Fast Files only” since that’s all you’ll need and click “Request archive”

From there, LinkedIn will send you an archive of your LinkedIn profile data in about 10 minutes.

Reach out personally

If you are essentially starting from scratch, reach out to your current subscribers via email asking them to recommend your content to one other person.

You may not hear back from everyone but for those that do, you are both building a more personal relationship and potentially building your list at the same time.


By implementing a variety of the above methods we are confident that you can create an effective contact database to enable you to succeed in your future campaigns.

If you’d like to find out more about how we can to maximize the efficacy of your digital marketing efforts, check out these articles: