Lifecycle Email Automation Portfolio Project

The Total Vehicle Value Email System

A lifecycle email automation system designed to convert quote requests, organize preventive maintenance, improve customer retention, and demonstrate scalable email operations.

RoleEmail Automation Strategist & HTML Email Developer
AuthorMarquan Whitelaw
Concept businessTotal Auto Repair — West Allis, WI
ToolsHTML, CSS, JavaScript, Lifecycle Strategy, QA Documentation, UTM Tracking, A/B Testing, Campaign Reporting
5Campaign systems
10Coded email previews
4A/B test plans
5Operational trackers
1Reusable email template system
Portfolio disclaimer: This is an independent portfolio concept created for educational and professional demonstration purposes. It was not commissioned, approved, or sponsored by Total Auto Repair. Customer records, fleet accounts, campaign performance, test results, contact information, URLs, and reporting data are simulated.
Project Overview

Extending a website redesign into a full lifecycle system

Total Auto Repair's redesigned website generates quote requests and service interest, but a website alone can't follow a customer through confirmation, decision-making, maintenance planning, and re-engagement. This project builds the email layer that carries that relationship forward.

What this project is

A complete lifecycle email automation system: five connected campaigns, ten fully coded email templates, a reusable module library, and the operational documentation an email team uses to run it day to day.

Who it's built for

Vehicle owners who want clarity instead of pressure — a system that separates urgent repairs from future planning and treats maintenance like a manageable expense rather than a surprise.

What it demonstrates

Copywriting, email coding, template systems, UTM tracking, QA process, semi-weekly A/B testing, and performance reporting — the full operating loop of an email automation role.

Strategic Challenge

Vehicle ownership creates recurring uncertainty

Customers rarely lack access to a repair shop. What they lack is a clear, ongoing way to understand what their vehicle needs and when.

The customer-side problem

  • Cost uncertainty around repair recommendations
  • Anxiety about whether a recommendation is necessary
  • Reactive maintenance behavior instead of planning ahead
  • Difficulty knowing what is urgent versus what can wait
  • Difficulty budgeting for future service expenses
  • Long, disorganized gaps between visits
  • Promotion fatigue from generic, repetitive offers
  • Reminders that keep arriving after a vehicle is sold or replaced

The strategic solution

A connected lifecycle system that follows the customer from website quote request through appointment, service completion, preventive maintenance, promotional eligibility, and re-engagement — treating vehicle maintenance the way a financial planner treats a household budget: organized, transparent, and paced to the customer's timeline.

Website-to-Email Lifecycle

One connected path from visit to re-engagement

Select any stage to see what triggers it, what it needs to communicate, and which branching condition moves a customer forward.

Campaign Architecture

Five connected campaign systems

Each campaign has its own trigger, sequence, and exit logic, but all five share the same customer data, template modules, and tracking conventions.

Audience & Segmentation

Segments drive which message a customer receives

No customer sees every promotion. Segment membership determines campaign entry, offer eligibility, and message tone.

Personalization fields & fallbacks

Every merge field used across the system resolves to a safe fallback so no email ever renders a blank or broken value.

FieldFallback value
Ten Fully Rendered Emails

Every email in the system, coded and previewable

Toggle desktop, mobile, or plain-text views. Filter by campaign, then step through with previous and next.

Reusable Email Template System

One module library, used across every campaign

Click any module to see its purpose, data fields, content rules, and QA risks.

HTML Email Coding Demonstration

Built for real inbox rendering, not just the browser

Sent emails use table-based layout, inline CSS, bulletproof buttons, and Outlook-safe structure — no JavaScript, no background-image dependency, and a plain-text fallback for every template.

Coding standards used in every template

  • Table-based layout with role="presentation" on structural tables
  • Inline CSS on every styled element
  • Max content width of 600–640px
  • Responsive single-column stacking on mobile
  • Accessible font sizes and high-contrast text
  • Descriptive alt text on every image reference
  • Bulletproof, table-based CTA buttons
  • Outlook-safe conditional structure
  • Hidden preheader text separate from visible copy
  • Plain-text fallback for every HTML template

UTM naming convention

Every CTA link carries a consistent parameter set: utm_source=email&utm_medium=automation&utm_campaign=[campaign]&utm_content=[email_and_placement]&utm_term=[segment].

Example email ID: TAR_WELCOME_E02_PLAN_REPAIR_VA

SegmentMeaning
TARTotal Auto Repair
WELCOMECampaign
E02Email number in sequence
PLAN_REPAIRMessage theme
VAVersion A (test variant)
Operations

The day-to-day trackers that keep the system running

Search, filter, sort, and export any tracker below. All data is simulated for demonstration.

1. Campaign production tracker

Simulated production data — owner: Marquan Whitelaw

2. Email copy inventory

Click any row's "Open copy" button to view the full copy structure.

3. QA tracker

20+ simulated QA rows across the ten emails — not every row passes cleanly.

QA issue-resolution log

Four simulated issues detected and corrected during production.

Content update log

Six simulated updates, including a promotion expiration date change tracked end to end.

Automation exit rules

A customer leaves or pauses a sequence the moment continuing would no longer be useful. Example: a lead who schedules an appointment after Welcome Email 2 should not continue receiving appointment-reminder emails.

Appointment confirmed Service completed Promotion redeemed Customer unsubscribed Hard bounce Vehicle no longer owned Higher-priority workflow entered Fleet account marked inactive Fleet vehicle removed by manager
A/B Testing

Semi-weekly optimization cadence

Four active tests, each with a stated hypothesis and a confidence label rather than a claim of statistical significance.

Reporting note

Open-rate signals are treated as directional only, since privacy features (like Apple Mail Privacy Protection) can inflate opens artificially. Click-through rate, appointment-request rate, and redemption rate carry more weight in every recommendation below.

Simulated Performance Dashboard

Reporting built to support decisions, not vanity metrics

Performance metrics are simulated and included to demonstrate reporting, organization, and optimization workflows.

Delivered vs. clicked, by send

Appointment requests by campaign

Promotion redemptions by code

Maintenance-plan engagement & re-engaged customers

Insights & Recommendations

What the system is built to prove

Project Reflection

Marquan Whitelaw

I extended the Total Auto Repair website redesign into a lifecycle email automation system designed to convert quote requests, support preventive maintenance, improve customer retention, and demonstrate organized email operations. The project combines campaign strategy, responsive HTML email coding, reusable templates, QA documentation, UTM tracking, A/B testing, and simulated performance reporting.

None of this reflects a real deployed campaign — every customer record, test result, and performance number in this project is simulated for demonstration purposes.

What I organizedA five-campaign lifecycle map, ten email builds, and the segmentation logic that decides who receives which message and when.
What I codedTen responsive, table-based HTML email templates built from one reusable module system, with inline CSS and Outlook-safe structure.
What I testedFour A/B tests covering subject-line framing, CTA language, promotion framing, and education-first versus offer-first sequencing.
What I learnedHow production tracking, QA documentation, and UTM discipline prevent the small errors that quietly break real campaigns.

This project mirrors the day-to-day of an Email Automation Intern role: transferring copy into coded templates, maintaining a module library, adding and checking tracking links, assisting with QA, updating semi-weekly test results, tracking production status, and coordinating across strategy, design, and reporting.