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Engage, Don’t Enrage Your
Customers – with email
automation
Presented by
Kaitlyn Kelley
@writerengineer
Why should I care about marketing emails
and automation?
•
Email has an average ROI of $38 for each $1 spent. (DMA
National Client Email Report 2015)
•
One in five companies report an ROI of > 70:1 (DMA National
Client Email Report 2015)
Source: Email Monday, “The Ultimate Marketing
Automation statistics overview“,
http://www.emailmonday.com/marketing-automation-statistics-overview
What are the different types of
emails?
Active Campaign Transactional
All email examples courtesy of REI.
What’s the difference?
Active Campaign
•
Time-based
•
Short campaign
•
Not personalized
•
Someone spent hours
designing this email
(not automated)
Transactional
•
Trigger-based
•
Always running in
response to trigger
•
Contains personalized
data
•
Automated
Often sent by
marketing
Often sent by IT
Which should I focus on?
Active Campaign Transactional
Transactional emails have 8x
more opens and clicks than any
other type of email, and can
generate 6x more revenue. – 
Experian
B2C marketers who leverage
automation have seen
conversion rates as high as 50%.
– eMarketer
Automated email messages
average 70.5% higher open rates
and 152% higher click-through
rates than “business as usual”
marketing messages. – 
Epsilon Email Institute
Companies who send automated
emails are 133% more likely to
send relevant messages that
correspond with a customer’s
purchase cycle. – Lenskold and
Pedowitz Groups
Why are transactional (automated)
emails so successful?
•
 Personalized email messages improve click-through
rates by an average of 14% and conversions by 10%.
– Aberdeen
•
Personalized emails deliver 6x higher transaction
rates. – Experian
•
Segmented and targeted emails generate 58% of all
revenue. – DMA
•
Marketers have noted a 760% increase in revenue
from segmented campaigns. –Campaign Monitor
Which would you open?
Active Campaign Transactional
All email examples courtesy of REI.
What is segmentation?
Are these emails segmented?
All email examples courtesy of REI.
Are these emails segmented?
All email examples courtesy of REI.
Which would you open?
Active Campaign Transactional
All email examples courtesy of REI.
How do you send automated
emails to segments?
Triggers
(1) Time
(2) Purchase
(3) Action
Time Trigger Example
All email examples courtesy of REI.
Purchase Trigger Example
All email examples courtesy of REI.
Action Trigger Example
Triggers & segments can have
increasing complexity
•
If person is located in Seattle
– AND is interested in Camp & Hike
– AND has purchased within 2 months
List of 10 best hikes and
backpacks in the Pacific
Northwest
OR
List of best hiking gear for
the Pacific Northwest
OR…
How do you set up triggers?
Developers Zapier + Campaign
Monitor
Triggers with Zapier
Zapier is a service that connects one software to
another.
Zaps typically cost about $1 for each set-up.
Why send to Campaign Monitor?
Custom Fields + Segmentation
Why send to Campaign Monitor?
Automations for entering and leaving segments
Image from Campaign Monitor
Why send to Campaign Monitor?
Image from Campaign Monitor
Example Set-ups
Customer makes a purchase Campaign Monitor sends
thank you
Campaign Monitor sends “are
you enjoying your new
product?’
2 days
Example Set-ups
Customer logs in
Campaign Monitor
sends “welcome
back”
Campaign Monitor
sends “why don’t
you check out our
new offerings?”
Customer logs in again
Customer does not log in
Campaign Monitor
sends “didn’t find
what you were
looking for?”
5 days
Operational Advantages
•
Add marketing messages to transactional
emails
•
See effectiveness of transactional emails with
metrics like open rate and click-rate
•
Iterate different transactional messages to
improve metrics
•
Set it up once (test it) and then iterate on the
content alone
DEMO
•
Add people who contact you via Gmail to a list
in Campaign Monitor
•
Send an automated message saying that your
email address has changed.
Conclusions
Transactional emails are a potentially valuable route to
converting customers.
Automated emails can be personalized with
segmentation (which makes them more effective)
Tools like Zapier and Campaign Monitor allow
marketing to optimize these emails for conversions by
tracking their effectiveness.

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Engage, Don't Enrage your Customers with Email Automation

  • 1. Engage, Don’t Enrage Your Customers – with email automation Presented by Kaitlyn Kelley @writerengineer
  • 2. Why should I care about marketing emails and automation? • Email has an average ROI of $38 for each $1 spent. (DMA National Client Email Report 2015) • One in five companies report an ROI of > 70:1 (DMA National Client Email Report 2015) Source: Email Monday, “The Ultimate Marketing Automation statistics overview“, http://www.emailmonday.com/marketing-automation-statistics-overview
  • 3. What are the different types of emails? Active Campaign Transactional All email examples courtesy of REI.
  • 4. What’s the difference? Active Campaign • Time-based • Short campaign • Not personalized • Someone spent hours designing this email (not automated) Transactional • Trigger-based • Always running in response to trigger • Contains personalized data • Automated Often sent by marketing Often sent by IT
  • 5. Which should I focus on? Active Campaign Transactional Transactional emails have 8x more opens and clicks than any other type of email, and can generate 6x more revenue. –  Experian B2C marketers who leverage automation have seen conversion rates as high as 50%. – eMarketer Automated email messages average 70.5% higher open rates and 152% higher click-through rates than “business as usual” marketing messages. –  Epsilon Email Institute Companies who send automated emails are 133% more likely to send relevant messages that correspond with a customer’s purchase cycle. – Lenskold and Pedowitz Groups
  • 6. Why are transactional (automated) emails so successful? •  Personalized email messages improve click-through rates by an average of 14% and conversions by 10%. – Aberdeen • Personalized emails deliver 6x higher transaction rates. – Experian • Segmented and targeted emails generate 58% of all revenue. – DMA • Marketers have noted a 760% increase in revenue from segmented campaigns. –Campaign Monitor
  • 7. Which would you open? Active Campaign Transactional All email examples courtesy of REI.
  • 9. Are these emails segmented? All email examples courtesy of REI.
  • 10. Are these emails segmented? All email examples courtesy of REI.
  • 11. Which would you open? Active Campaign Transactional All email examples courtesy of REI.
  • 12. How do you send automated emails to segments? Triggers (1) Time (2) Purchase (3) Action
  • 13. Time Trigger Example All email examples courtesy of REI.
  • 14. Purchase Trigger Example All email examples courtesy of REI.
  • 16. Triggers & segments can have increasing complexity • If person is located in Seattle – AND is interested in Camp & Hike – AND has purchased within 2 months List of 10 best hikes and backpacks in the Pacific Northwest OR List of best hiking gear for the Pacific Northwest OR…
  • 17. How do you set up triggers? Developers Zapier + Campaign Monitor
  • 18. Triggers with Zapier Zapier is a service that connects one software to another. Zaps typically cost about $1 for each set-up.
  • 19. Why send to Campaign Monitor? Custom Fields + Segmentation
  • 20. Why send to Campaign Monitor? Automations for entering and leaving segments Image from Campaign Monitor
  • 21. Why send to Campaign Monitor? Image from Campaign Monitor
  • 22. Example Set-ups Customer makes a purchase Campaign Monitor sends thank you Campaign Monitor sends “are you enjoying your new product?’ 2 days
  • 23. Example Set-ups Customer logs in Campaign Monitor sends “welcome back” Campaign Monitor sends “why don’t you check out our new offerings?” Customer logs in again Customer does not log in Campaign Monitor sends “didn’t find what you were looking for?” 5 days
  • 24. Operational Advantages • Add marketing messages to transactional emails • See effectiveness of transactional emails with metrics like open rate and click-rate • Iterate different transactional messages to improve metrics • Set it up once (test it) and then iterate on the content alone
  • 25. DEMO • Add people who contact you via Gmail to a list in Campaign Monitor • Send an automated message saying that your email address has changed.
  • 26. Conclusions Transactional emails are a potentially valuable route to converting customers. Automated emails can be personalized with segmentation (which makes them more effective) Tools like Zapier and Campaign Monitor allow marketing to optimize these emails for conversions by tracking their effectiveness.