Make the most of your customer lifecycle

From welcome to reactivation: taking advantage of your messaging milestones

Whatever your product or service, there are opportunities for every business to maximise revenue from your customer lifecycle. Once you set up your lifecycle emails as triggered messages, lifecycle programs will carry on working for you without additional resource requirements.

In this week’s Email-Worx we look at key messaging milestones you can turn to your advantage…

  • welcome messages
  • transactional messages
  • purchase provocation
  • reactivation emails

Welcome messages
The welcome phase in your cycle of email communication with subscribers is the point at which they are most engaged with your brand and your offering, and most disposed to interact with you further. A shame, then, if all they receive at this crucial juncture in a robotic-sounding transactional message with no warmth, benefit, messaging content or perceived value.

Welcome messages are easy to set up and easy to improve on. They can provide a significant lift to your overall programme by:

  • welcoming new subscribers to your programme in a warm, engaging voice
  • setting expectations for (and selling the value of) future message frequency and content
  • providing additional useful information about your products and services

The welcome phase doesn’t just have to be a single message either. You could use this opportunity to develop a welcome programme consisting of a series of staggered messages designed to set the scene for a long-term, mutually beneficial relationship, by providing useful information showing your subscribers how to get the most out of your products/services.

Always consider the overall impact of your programmes too. For many businesses, a large proportion of new subscribers come from online purchases, so new subscribers are likely to receive a welcome message around the same time as their purchase confirmation. Best practice is for the message to reach the customer’s inbox as the same time as the completed transaction, giving customers the impression of a seamless and joined-up service.

Transactional messages
Transactional messages such as Purchase confirmation or Delivery status can go beyond the bare minimum to include timely, useful lifecycle information too. You can use these messages to:

  • provide information to subscribers on their recent activity
  • cross-promote relevant additional products and services

Purchase provocation
You can use lifecycle messages strategically to encourage regular purchases and generate additional purchases too. Here are 3 ways to use valuable, timely and relevant messages to get the most out of your existing customers…

  1. Pre-empt your subscribers’ repeat purchases by sending them specific messages ahead of their regular purchase. This is particularly important for products with a pre-defined lifecycle (eg insurance) but can also be used for regular and seasonal sales, such as travel. Although there’s the opportunity here to test the impact of an incentive, often a simple reminder is sufficient.
  2. Cross promote complementary products or accessories to customers who have recently purchased a particular product. If you sell printers, for instance, there’s an obvious opportunity to follow up a sale with a message promoting toner, paper and other peripherals.
  3. Generate additional purchases from existing customers. Say you have a group of customers who typically buy from you once a year. Aim to double the revenue you generate from that group by sending a message 6 months after their last purchase, promoting other relevant products/services. Incentives often perform well here, especially as regular purchasers are likely to be more loyal over the longer term, so justifying the additional investment.

Reactivation emails
To maintain and protect your subscriber list, your programme is almost certain to benefit from a reactivation programme.

First, you need to work out when subscribers are likely to un-engage. To do this analyse your historic data, and set up a programme designed to keep your subscribers’ attention past the point at which they would usually drop out.

For instance, your analysis might show that fewer than 1% of subscribers ever open another message after not opening X concurrent messages. This will help show you the optimum moment to hit them with an engaging reactivation message.

To make sure you set up the most effective message possible, test a range of different incentives and messaging options.

Making the most of triggered emails

Setting up triggered emails is an easy way to ensure your communications are relevant and timely as they’re based on your subscriber’s recent interactions with your brand, product or service. For instance, there may be simple actions or changes in customer behaviour that you can use as the basis for new triggered activity that complements your existing messaging.

But you can also work outside the box for an even greater sense of the personal touch. Here we show you how…

Are you making the most of triggered emails?

Have you thoroughly explored all your potential email trigger programmes? Bear these points in mind:

  • triggers can be very effective just because of their impeccable timing, and don’t always need to include an offer
  • test different creative ideas before you set up your trigger campaign, timings and approaches to determine the most effective approach for your own list
  • refresh your creativeregularly
  • check your triggers are still functioning properly every month or so

Basic types of triggered emails

Triggered emails offer endless possibilities. They can be fashioned to suit any type of customer behaviour criteria. Typically, triggered emails take advantage of moments in the customer lifecycle. Here are the most common and effective triggered messages:

Confirmation messages
Immediately confirm any changes subscribers make, including subscription initialisation (welcome email), unsubscription (farewell email), first purchase, future purchases etc
Follow up messages
Additional messages based on particular content you have sent – such as a targeted offer to subscribers who opened a particular message, or clicked on an offer
Purchase / conversion based
Cross-sell and /or up-sell complementary products
Send reminders for past customers to renew products that have a certain life eg annual purchases, a contract ending soon, a product with a short life span like a cosmetic product
Abandoned shopping cart -remind someone they still have items in their cart and encourage them to purchase these items plus others offered at a discount
Send frequent purchaser messages to your most important/valuable subscribers
Personal Messages
Birthday offers- send to customers on or just before their birthday
Anniversary of customer / membership of loyalty programme – thank people for their membership / purchase history
Reactivation
To reduce the number of your subscribers becoming inactive, make a decision about when your subscribers are likely to become unengaged: you can do this by calculating your frequency and recencyof opened messages.
Set up an incentivised, triggered message just before your estimated engagement cut-off

Get creative with your triggered emails

Once you’ve covered the basic triggered options, start thinking outside the box for even better returns:

  • consider developing a full Welcome email programmewith a series of messages that build on each other
  • remind past customers to make their regular purchase based on their individual historic purchasing frequency and timing- eg an insurance renewal
  • send offers to generate additional salesfrom certain subscribers, eg to turn subscribers who usually buy once a year, to twice-a-year buyers
  • send a survey message to subscribers who have recently purchased or unsubscribed to find out their opinions and make sure they know you’re listening
  • update your purchasers on the progress of their order

The possibilities are endless…

Optimising Transactional Emails

Many transactional messages are sent as text only – is this a missed opportunity, are they a necessary evil to ensure all legal concerns are covered and guarantee deliverability?

When it comes to transactional message design, there are several technical and legal hurdles to overcome whatever market you operate in. Despite this there are several ways you can enhance your customers experience by optimising your transactional messages. We’ve looked at the pros and cons of six different approaches to transactional message design.

Plain text

This example shows a plain text purchase confirmation message, which is the most common type of transactional message we have seen.

Pros

Maximises deliverability

Cons

Long URLs visually unappealing

Cannot track open rates

Hard to be creative or reinforce branding

Best Suited for Companies:

With international customers (cross boarder legal considerations)

Where guaranteed delivery is a requirement

Who are targets for Phishing

With booking / reservation systems that do not allow HTML

With a separate HTML booking/dispatch programme

HTML Text Messages

A number of companies choose to send enhanced text versions of their transactional messages which are a combination of text and HTML. They have hyperlinked text and often bold formatting.

Pros

Links can be hyperlinked

Formatted text looks more professional and the content is easier to read

Cons

Missed creative and branding opportunities

Best Suited for Companies with:

International customers (cross boarder legal considerations)

Deliverability problems

Booking / reservation systems that do not allow images

Branding Only

Trainline’s purchase confirmation message includes their logo which, by default includes their website address.

Pros

Cost effective

Branding Opportunity

Looks professional

Messages appear more trustworthy

Cons

May have slight impact on deliverability

Logo will not appear if image blocking is enabled

Best Suited for Companies with:

Functionality to send HTML transactional messages

International customers (cross boarder legal considerations)

A desire to reinforce their brand without a “hard sell”

Navigation Bar

A navigation bar within your transactional message is a great way to “soft sell” by making a recent purchaser aware of other products and services you offer. Functional links in saved emails are often used as bookmarks by subscribers. People who click on links in saved emails are also less likely to use search.

Mankind’s purchase confirmation message includes their full navigation bar which, by default, includes links to offers.

Pros

Links bookmark important parts of your site

Soft sell additional products and services

Cons

A navigation bar may cause your confirmation message to be viewed as marketing rather than transactional in some markets which will have legal implications

May cause deliverability issues, however this can be mitigated by following best practice in design construction and list management

Best Suited for Companies with:

Functionality to include HTML in transactional messages

Many product or service lines

Strong or highly visual branding

Value add Content

Giving subscribers additional information to enhance their experience is a simple way to enhance transactional messages without them being seen as being overt marketing messages.

Last Minute use a simple graphic to reinforce their branding to enhance their customer’s experience.

Top Table optimise both password reminders and booking confirmations – password reminders include a link to offers, whilst their booking confirmations include a link to a map of the restaurant booked, and links to pubs nearby (which, in this case may be cross/up sell messages).

Pros

Ability to target subscribers at a time when they have expressed an interest in your company

Opportunity to offer specific information to enhance your customer’s experience

Unlikely to irritate the subscriber

Cons

May cause deliverability issues, however this can be mitigated by following best practice in design construction and list management

Best Suited to companies:

With a booking/purchasing system with functionality to send dynamic, HTML messages

Which require user registration

Cross-Sell / Up-Sell Opportunities

The following two examples show how companies are optimising their transactional messages to promote cross sell / upsell products.

 

EasyJet’s booking conformation and e-ticket show offers, specific to the flight booked, in the right hand panel of their template.

In their order confirmation messages, Amazon include links to users account, basket and wishlist as well as their recommendations based on browsing and purchasing behaviour.

Pros

Ability to cross and up sell recent purchasers

Offers are timely, highly relevant and targeted

Cons

Including marketing messages within your transactional messages may have legal implications in some markets

Best Suited to companies with:

a number of related product/service offeringsthe capability to include dynamic content/ HTML with transactional messages

B2B products (not requiring consent)

Don’t forget the from address!
Remember to give your from name/address and subject line some consideration.
Too many companies us generic ‘donotreply@xxx.com’ addresses, or from names like ‘info’, with non-specific subject lines which do nothing for your brand.
Think about how your consumers will use the message.