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Shades of Grey
Incorporating Marketing into Transactional Email
Carly Brantz
carly.brantz@sendgrid.com
@carlybrantz




Brian O’Neill
Brian.oneill@sendgrid.com
@emailpm




                            2
Delivering Email at Scale


Serving 60,000+ customers

Sending 4 billion emails
per month

Transactional and marketing
email solutions




                                          3
Agenda
•   Categories of Email
•   The Value of Transactional Email
•   Ways to Incorporate Marketing into Transactional
•   Knowing Your Audience
•   Shades of Grey
•   Examples




                                                       4
Categories of Email
                     Definitions

Transactional                   Marketing
• Sent based on direct          • Commercial in
  interaction and within          nature, either
  the bounds of a          VS     advertising or
  previously agreed               promoting
  upon contract                   commercial product
                                  or service

                                                       5
Categories of Email
                           Examples

Transactional                    Marketing
•   Receipts                     • Newsletters
•   ‘Like’ Notifications         • Product
•   ‘Check-Ins’                    Announcements
•   Bank Notices                 • Daily Deals




                                                   6
Categories of Email
                                               Typical Volume

Transactional                                                             Marketing

• 1% of all email                                                         • 99% of all email
  volume                                                                    volume

• 2% of all recipients                                                    • 98% of all recipients
  email                                                                     email

Source: SendGrid Source: Jupiter Research “US email Marketing Forecast”                             7
Categories of Email
                                            Success Rates
Transactional                                        Marketing
Open: 41 - 54%                                       Open: 15 - 19%
Click: 18 - 23%                                      Click: 2 - 5%
Unsubscribe: < .4%                                   Unsubscribe Rate: 1.2%




               Average of ~20% Better Open and 16% Click Rates!
Source: SendGrid Source: Juniper Research                                 8
10%
                                                                                    12%
                                                                                          14%
                                                                                                16%
                                                                                                      18%
                                                                                                            20%




               0%
                    2%
                         4%
                              6%
                                                   8%
     9/22/06

    10/22/06

    11/22/06

    12/22/06

     1/22/07

     2/22/07
     3/22/07

     4/22/07

     5/22/07

     6/22/07

     7/22/07

     8/22/07

     9/22/07

    10/22/07

    11/22/07

    12/22/07

     1/22/08

     2/22/08
     3/22/08

     4/22/08

     5/22/08
                                                                                                                  System Statistics




     6/22/08

     7/22/08

     8/22/08

     9/22/08
                                                   Clicks
                                                                            Opens




                                   Unique Clicks
                                                            Unique Opens




9
A Warning




            11
5 Easy Ways to Incorporate Marketing




                                Follows     Proactive
Surveys   Referrals   Opt-ins
                                and likes    support




                                                    12
Surveys
• Gain customer
  feedback by asking
  them to complete a
  quick Net Promoter
  Score survey
• Ask them to answer a
  single question. A
  click-to-answer
  approach works well.
                            13
Referrals
• Ask happy customers
  to refer your company
  to their friends
• Give the opportunity
  for them to earn a
  reward.
• We’ve seen great
  success with this
  approach at SendGrid.
                              14
Opt-Ins
• Allow recipients to
  subscribe to your
  marketing emails
• Incorporate a link
  inside the
  transactional email.



                             15
Follows and Likes
• Include a few
  unobtrusive (and
  nowadays, almost
  obligatory) social icons
• Facilitate extra follows
  and likes on
  Facebook, Twitter and
  LinkedIn and Google+.

                                 16
Proactive Support
• Include a link to
  documentation, forums
  or support page to offer
  help when the user
  most needs it.
• Help your users while
  avoiding customer
  support time.

                                17
Know Your Audience
Who are you? Who who, who who?

He really wants to know.




                                 18
Know Your Audience
Be Personal
• Include personalized content
                                 Dave
Jon                  Bob
         Tina                           Kate




                                               19
Know Your Audience
Be Gentle
• Don’t go overboard, use the space efficiently.




                                                   20
Know Your Audience
Be Relevant
• Present applicable, targeted offers




                                        21
Know Your Audience
Know Your Interaction Lifecycle
• How do your clients react with your
  application?
• What is the typical path a customer takes
  when making a decision to purchase?




                                              22
Know Your Audience
Know Your Customer’s Interaction Lifecycle
Map your application’s transactional work flow:
Example Work Flow
1. Email Validation
2. Sign-Up Completion
3. First Purchase
4. Shipping Notification
5. Delivery Follow-up
                                                  23
Know Your Audience
Example Work Flow          Complementary Marketing Message

1. Email Validation        - Account Completion
                           - Product Walk-Throughs
2. Sign-Up Completion
3. First Purchase
4. Shipping Notification
5. Delivery Follow-up



                                                         24
Know Your Audience
Example Work Flow          Complementary Marketing Message

1. Email Validation        - Further engagement, push next
                             steps
2. Sign-Up Completion      - Product Recommendations

3. First Purchase
4. Shipping Notification
5. Delivery Follow-up



                                                             25
Know Your Audience
Example Work Flow          Complementary Marketing Message

1. Email Validation        - Recommendations
                           - Social Sharing reminders
2. Sign-Up Completion
3. First Purchase
4. Shipping Notification
5. Delivery Follow-up



                                                         26
Know Your Audience
Example Work Flow          Complementary Marketing Message

1. Email Validation        - “Thank You”s
                           - Social Sharing reminders
2. Sign-Up Completion
3. First Purchase
4. Shipping Notification
5. Delivery Follow-up



                                                         27
Know Your Audience
Example Work Flow          Complementary Marketing Message

1. Email Validation        - Surveys
                           - Proactive Support
2. Sign-Up Completion
3. First Purchase
4. Shipping Notification
5. Delivery Follow-up



                                                         28
Know Your Audience
• Pro-Tips:
  – Don’t repeat yourself.
  – Aim, then fire
  – Weekly Summaries:
    Consolidate the
    transactional
    notifications to
    increase your ability to
    engage your customers

                                   29
Measuring Your Results
• Metrics To Track
  – Open Rate
     • Unique Opens / Deliveries
     • Reflects on the effectiveness of your subject lines, the
       timing of your message, and the strength of the call-to-
       action implied
  – Click Rate
     • Unique Clicks / Deliveries
     • Measures the strength of the call-to-action and the
       perceived benefits

                                                              30
Measuring Your Results
• Metrics To Track
  – Email-To-Action
     •   From Open to Purchase
     •   Open -> Click -> Landing Page -> Desired Action
     •   Find weak-points in your customer interaction cycles
     •   Desired Actions: Purchase, Sign-Up, Engagement




                                                                31
Measuring Your Results
• Tools To Use
  – Multiple-Link Tracking Reports
     • Show where in the email recipients are clicking
     • Help you tailor and adjust your messaging to put the
       most important links where users are most likely to
       click
  – A/B Testing
     • Automatically test out content variations to send our
       messages with proven mark-up


                                                               32
Measuring Your Results
• Tools To Use
  – Content Versioning
     • Allows you to track changes to similar content over
       time
                          Version   • 13% Click
                             1


                                    Version2      • 14% Click



                                                   Live
                                                                • 15% Click
                                                  Version
                                                                          33
34
35
Example




          36
37
38
39
Key Takeaways




                40
Questions?




             41
Carly Brantz
carly.brantz@sendgrid.com
@carlybrantz




Brian O’Neill
Brian.oneill@sendgrid.com
@emailpm




                            42

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Shades of Gray: Incorporating Marketing into Transactional Email

  • 1. Shades of Grey Incorporating Marketing into Transactional Email
  • 3. Delivering Email at Scale Serving 60,000+ customers Sending 4 billion emails per month Transactional and marketing email solutions 3
  • 4. Agenda • Categories of Email • The Value of Transactional Email • Ways to Incorporate Marketing into Transactional • Knowing Your Audience • Shades of Grey • Examples 4
  • 5. Categories of Email Definitions Transactional Marketing • Sent based on direct • Commercial in interaction and within nature, either the bounds of a VS advertising or previously agreed promoting upon contract commercial product or service 5
  • 6. Categories of Email Examples Transactional Marketing • Receipts • Newsletters • ‘Like’ Notifications • Product • ‘Check-Ins’ Announcements • Bank Notices • Daily Deals 6
  • 7. Categories of Email Typical Volume Transactional Marketing • 1% of all email • 99% of all email volume volume • 2% of all recipients • 98% of all recipients email email Source: SendGrid Source: Jupiter Research “US email Marketing Forecast” 7
  • 8. Categories of Email Success Rates Transactional Marketing Open: 41 - 54% Open: 15 - 19% Click: 18 - 23% Click: 2 - 5% Unsubscribe: < .4% Unsubscribe Rate: 1.2% Average of ~20% Better Open and 16% Click Rates! Source: SendGrid Source: Juniper Research 8
  • 9. 10% 12% 14% 16% 18% 20% 0% 2% 4% 6% 8% 9/22/06 10/22/06 11/22/06 12/22/06 1/22/07 2/22/07 3/22/07 4/22/07 5/22/07 6/22/07 7/22/07 8/22/07 9/22/07 10/22/07 11/22/07 12/22/07 1/22/08 2/22/08 3/22/08 4/22/08 5/22/08 System Statistics 6/22/08 7/22/08 8/22/08 9/22/08 Clicks Opens Unique Clicks Unique Opens 9
  • 10. A Warning 11
  • 11. 5 Easy Ways to Incorporate Marketing Follows Proactive Surveys Referrals Opt-ins and likes support 12
  • 12. Surveys • Gain customer feedback by asking them to complete a quick Net Promoter Score survey • Ask them to answer a single question. A click-to-answer approach works well. 13
  • 13. Referrals • Ask happy customers to refer your company to their friends • Give the opportunity for them to earn a reward. • We’ve seen great success with this approach at SendGrid. 14
  • 14. Opt-Ins • Allow recipients to subscribe to your marketing emails • Incorporate a link inside the transactional email. 15
  • 15. Follows and Likes • Include a few unobtrusive (and nowadays, almost obligatory) social icons • Facilitate extra follows and likes on Facebook, Twitter and LinkedIn and Google+. 16
  • 16. Proactive Support • Include a link to documentation, forums or support page to offer help when the user most needs it. • Help your users while avoiding customer support time. 17
  • 17. Know Your Audience Who are you? Who who, who who? He really wants to know. 18
  • 18. Know Your Audience Be Personal • Include personalized content Dave Jon Bob Tina Kate 19
  • 19. Know Your Audience Be Gentle • Don’t go overboard, use the space efficiently. 20
  • 20. Know Your Audience Be Relevant • Present applicable, targeted offers 21
  • 21. Know Your Audience Know Your Interaction Lifecycle • How do your clients react with your application? • What is the typical path a customer takes when making a decision to purchase? 22
  • 22. Know Your Audience Know Your Customer’s Interaction Lifecycle Map your application’s transactional work flow: Example Work Flow 1. Email Validation 2. Sign-Up Completion 3. First Purchase 4. Shipping Notification 5. Delivery Follow-up 23
  • 23. Know Your Audience Example Work Flow Complementary Marketing Message 1. Email Validation - Account Completion - Product Walk-Throughs 2. Sign-Up Completion 3. First Purchase 4. Shipping Notification 5. Delivery Follow-up 24
  • 24. Know Your Audience Example Work Flow Complementary Marketing Message 1. Email Validation - Further engagement, push next steps 2. Sign-Up Completion - Product Recommendations 3. First Purchase 4. Shipping Notification 5. Delivery Follow-up 25
  • 25. Know Your Audience Example Work Flow Complementary Marketing Message 1. Email Validation - Recommendations - Social Sharing reminders 2. Sign-Up Completion 3. First Purchase 4. Shipping Notification 5. Delivery Follow-up 26
  • 26. Know Your Audience Example Work Flow Complementary Marketing Message 1. Email Validation - “Thank You”s - Social Sharing reminders 2. Sign-Up Completion 3. First Purchase 4. Shipping Notification 5. Delivery Follow-up 27
  • 27. Know Your Audience Example Work Flow Complementary Marketing Message 1. Email Validation - Surveys - Proactive Support 2. Sign-Up Completion 3. First Purchase 4. Shipping Notification 5. Delivery Follow-up 28
  • 28. Know Your Audience • Pro-Tips: – Don’t repeat yourself. – Aim, then fire – Weekly Summaries: Consolidate the transactional notifications to increase your ability to engage your customers 29
  • 29. Measuring Your Results • Metrics To Track – Open Rate • Unique Opens / Deliveries • Reflects on the effectiveness of your subject lines, the timing of your message, and the strength of the call-to- action implied – Click Rate • Unique Clicks / Deliveries • Measures the strength of the call-to-action and the perceived benefits 30
  • 30. Measuring Your Results • Metrics To Track – Email-To-Action • From Open to Purchase • Open -> Click -> Landing Page -> Desired Action • Find weak-points in your customer interaction cycles • Desired Actions: Purchase, Sign-Up, Engagement 31
  • 31. Measuring Your Results • Tools To Use – Multiple-Link Tracking Reports • Show where in the email recipients are clicking • Help you tailor and adjust your messaging to put the most important links where users are most likely to click – A/B Testing • Automatically test out content variations to send our messages with proven mark-up 32
  • 32. Measuring Your Results • Tools To Use – Content Versioning • Allows you to track changes to similar content over time Version • 13% Click 1 Version2 • 14% Click Live • 15% Click Version 33
  • 33. 34
  • 34. 35
  • 35. Example 36
  • 36. 37
  • 37. 38
  • 38. 39

Editor's Notes

  1. Industry-wide there are traditionally two main types of B2C emails; transactional and marketing. The definitions are important because this is how they are classified by the CAN-SPAM regulation.
  2. Some examples of the types of emails sent in each category. Generally, the transactional are all driven by actions that have taken place and marketing are scheduled
  3. These figures show the average volume of each type of email.The high percentage of the marketing emails show the noise a typical recipient will have in their inbox, hinting at the value transactional emails contain.
  4. As you can see, transactional emails have a much better open and click rate. Recipients more willingly engage with emails that are action-driven and targeted.This data was pulled from emails sent through our system over the course of the last 3 years. The ranges percentages are a reflection of the differences that are seen between industries, industries like music, politics and medical see open rates on the very low end (13%) and industries like Construction, Home and Garden and Photo&amp;Video see higher rates (28%).The unsubscribe rates are both low, but when you add in SPAM reports, Blocks, and Bounces, you see a much more successful engagement rate overall for transactional emails
  5. Here is a little look at our systems’ aggregate data for the last few years. The numbers are artificially by approximately 5% because a not all of our email is sent with open and click tracking enabled.
  6. Warning: You must exercise caution when adding marketing content to transactional emails as you run the risk of spoiling your most valuable emails. Make sure you proceed with changes slowly to minimalize the risk to your critical emails.
  7. One of the most important aspects of successful marketing through transactional email is knowing your audience. You have to know your customers, your product and how they interact.
  8. Remain CAN-SPAM compliant by not taking up too much space. Keep the main focus of the email on the transactional message
  9. Some ConsiderationsWhat state is your customer in?What is the next thing you want them to do?What has changed since their last visit?What are their friends doing?
  10. Expand all examples and call out why they’re succesfull
  11. Use Dynamic ContentUse place holders in your content and replace with personalized call-to-actions