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The Newbie’s Information to E-mail Integration


A decade in the past, you in all probability relied on a couple of key packages to align all of your advertising duties and tasks. However issues are completely different at this time, when there’s an app for absolutely anything. This actually makes us extra environment friendly and productive, however it means we want methods to maintain every thing organized and streamlined. That’s why integrations are so vital — particularly for e-mail.

E-mail integration connects your e-mail server to all of the programs and instruments you employ each day. It’s one of many best methods for a enterprise to streamline communication, enhance buyer experiences, and cut back prices. 

For those who don’t know the place to start out with e-mail integration, this information is for you. Beneath, we’ll cowl every thing you want to find out about the most effective e-mail integration instruments, advantages, finest practices, and extra. 

What’s e-mail integration?

E-mail integration is the method of connecting your e-mail platform with the opposite platforms your small business makes use of. This may embrace CRM software program, cost programs, advertising platforms, and social media accounts. The aim is to simplify communications and streamline your on a regular basis duties and knowledge. 

This course of isn’t only for corporations with many complicated software program packages. Small companies profit simply as a lot from seamless integration, because it reduces workers hours and saves prices.  And e-mail integration isn’t industry-specific. Companies in each subject, from eating places to tech startups, profit from integration.

E-mail integration platforms make this simpler by automating connections between instruments and packages. For example, they will sync your contacts out of your CRM software program and e-mail program so every thing’s updated.

Advantages of e-mail integration

The principle aim of e-mail integration is to make issues less complicated. Listed below are a couple of essential methods integration can prevent time, cash, and vitality.

Cut back context switching

Context switching entails going from one process to a different. This may bathroom down your processes and make communication harder. 

Right here’s an instance: Say you’re collaborating along with your advertising crew on a social media marketing campaign. For those who’re speaking through e-mail, you must swap apps between your social media pages, analysis instruments, and e-mail platforms. Every swap is a chance to get distracted or miss essential data. 

However while you combine your e-mail and social media advertising, you possibly can collaborate in actual time with out switching between platforms. 

Optimize assets

E-mail integration means that you can take advantage of your restricted assets. By integrating your e-mail and advertising efforts, you’ll reduce out wasted time and cut back prices. As a substitute, one crew member can deal with a number of duties without delay. 

You’ll additional optimize your assets through the use of an e-mail integration platform versus constructing your e-mail integration in-house. With the precise platform, you received’t have to rent a software program developer or code your individual integrations.

Enhance e-mail deliverability

E-mail deliverability is how typically emails are efficiently delivered to subscribers’ inboxes. Opposite to fashionable perception, not all emails are robotically accepted by an e-mail server. Your recipient’s e-mail server would possibly reject a message it perceives as spam or a phishing try. E-mail integration improves deliverability by verifying e-mail addresses, personalizing messages, and enhancing your IP fame. 

Get personalization alternatives

How does e-mail advertising efficiently drive conversions? By sending personalised emails that truly enchantment to your clients.

An instance of a customized e-mail focused at new subscribers. Picture supply: Fixed Contact

Many e-mail integration platforms provide segmentation and focusing on instruments. These instruments let you categorize recipients in your e-mail lists and ship emails that match every group’s wants or priorities. For instance, if your small business serves each companies and people, you possibly can separate the 2 teams in your e-mail integration software program. That manner, particular person clients received’t obtain b2b-related content material. 

Options of e-mail integration

Each enterprise’s e-mail integration course of appears to be like barely completely different. However there are a couple of frequent e-mail integration instruments that each one companies can use. Right here’s an summary.

Automated emails

Automated emails save your crew time whereas enhancing communications along with your clients. A very good instance is an automatic response to buyer queries. This response will let the client know you’ve obtained their query and provide a time-frame for an anticipated response. With the precise e-mail integration software program, automated emails are simply tailor-made to suit your model’s voice. Plus, you possibly can replace them as wanted.

Mail merging

Mail merging makes it simpler to ship bulk emails to your clients. The method entails merging an inventory of buyer knowledge along with your e-mail integration template. Then, you possibly can personalize every message. 

A screenshot of a computer

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An instance of how a buyer knowledge sheet can merge with a letter template. Picture supply: Microsoft Help

With out the precise software program, creating the info lists and templates needed for mail merging is tough. That is one other main good thing about working with an e-mail advertising integration platform. 

Monitoring and analytics

A profitable e-mail advertising marketing campaign doesn’t simply contain sending messages out to the precise individuals. It additionally entails monitoring and analyzing which messages work and which don’t. 

With e-mail integration, you possibly can observe key knowledge units, corresponding to the share of emails obtained, the bounce fee, and click-throughs. Your e-mail integration software program can then analyze this knowledge in actual time and current outcomes.

Contact administration

E-mail automation isn’t helpful with out contact administration. The very best e-mail integration software program retains detailed contact lists and kinds recipients in accordance with your preferences. That manner, you possibly can ship bulk emails to a particular group. This helps with group and permits for higher e-mail personalization.

E-mail integration in CRM

Now that we’ve lined the final advantages of e-mail integration, let’s dive into CRM e-mail integration and the way it will assist your advertising efforts.

What’s a CRM platform?

A buyer relationship administration (CRM) platform is a device that can assist you handle interactions along with your clients. A dependable CRM platform will help you effectively foster higher relationships. The aim is to enhance buyer experiences and in the end develop your small business. 

Companies of all sizes interact in CRM with or and not using a devoted platform. Nevertheless, software program simplifies CRM processes and helps maintain your buyer knowledge organized with out taking over too many workers hours. This is likely one of the most dependable instruments to spice up your advertising efforts.

How e-mail integration helps

E-mail advertising and CRM go hand-in-hand. If you combine e-mail advertising along with your CRM, you possibly can monitor and report each buyer interplay. This lets you analyze your e-mail knowledge, maintain detailed contact lists, and automate emails all from a single platform. 

Think about the next e-mail integration instance of a brewery that hosts weekly concert events and occasions. The brewery proprietor sends every week’s itinerary to all the purchasers on their contact checklist. They need to understand how these weekly emails are affecting attendance however don’t have the time to manually observe and analyze every buyer interplay. 

With CRM integration, they will see what number of clients obtain the emails, open them, and click on by way of to the brewery’s web site. This knowledge helps them enhance their weekly content material and drive extra consideration to their occasions. 

Fashionable e-mail integration platforms

Likelihood is, you don’t have to alter your e-mail platform to combine along with your CRM and different instruments. The preferred e-mail servers, together with Microsoft Outlook and Gmail, can combine with different software program. Each of those servers robotically combine with different apps of their similar software program households. Nevertheless, in addition they combine with different instruments when mixed with a third-party platform corresponding to Fixed Contact.

Right here’s a fast overview of integrations supplied by every platform.

Integration with Microsoft Outlook

Microsoft Outlook integrates with different Microsoft merchandise, together with Phrase, Excel, and PowerPoint. Outlook’s enhanced options and group instruments make it a preferred selection for data-heavy companies, corresponding to fintechs, insurance coverage corporations, and startups. 

Integration with Gmail

Gmail robotically integrates with different Google apps, corresponding to Google Drive, Sheets, and Google Adverts. It is a extra inexpensive platform for e-mail integration than Outlook and gives extra sturdy safety and advertising options. Gmail is good for small companies and advertising groups. 

Safety in e-mail integration

Sadly, phishing assaults and different e-mail crimes are on the rise. E-mail remains to be an extremely vital advertising device and shouldn’t be disregarded due to potential dangers. Nevertheless, enterprise house owners should perceive the significance of safety in e-mail integration.

A devoted e-mail advertising platform like Fixed Contact verifies your recipients’ e-mail addresses to enhance safety. It additionally gives e-mail authentication, a course of to verify your area’s safety so your emails aren’t marked as spam. 

E-mail API integration and deliverability

An e-mail utility programming interface (API) is a device builders use to attach an e-mail server with different apps. It means that you can hook up with your e-mail server’s performance from one other platform. 

The principle goal of an API is to enhance e-mail deliverability. Do not forget that mass emails aren’t robotically delivered to each recipient’s inbox. To spice up deliverability, you will need to show that your area is genuine and secure. All the options of e-mail integrations mentioned above, together with automation and personalization, help this course of. 

Are you able to combine e-mail performance and increase deliverability with out an API service? Sure — however it’s additionally very tough and time-consuming. For those who don’t have the time or tech expertise to construct out your individual API, working with a devoted platform like Fixed Contact is a extra inexpensive selection in the long term.

Create extra partaking emails

Enhancing deliverability is barely step one in profitable e-mail advertising. You additionally have to create partaking emails that your clients will really learn and work together with. E-mail integration helps with that. 

One technique to create extra partaking emails is to combine along with your ecommerce platform. For instance, say you promote hand-made merchandise on Shopify. By integrating your e-mail service with Shopify, you possibly can ship emails that hyperlink on to your merchandise and encourage clients to click on. 

One other device is e-mail integration with social media. This integration goes each methods. You may add social media buttons to your emails, driving clients towards your Fb web page and different social profiles. You too can add e-mail buttons to your social posts. The aim is so as to add extra clients to your e-mail lists and have interaction e-mail recipients with precious, trending content material. 

E-mail integration instruments and software program

No matter which e-mail server you employ, you’ll want further software program to combine along with your CRM and different apps. Third-party instruments facilitate seamless integration. In addition they let you work together along with your apps and e-mail knowledge from a single complete platform. Listed below are a couple of fashionable instruments you would possibly use for e-mail integration:

  • Zapier: Zapier is a third-party automation device that connects your platforms. Its e-mail system, E-mail by Zapier, is designed for easy integration. 
  • Hubspot: Hubspot is a CRM platform that integrates with a number of different apps, together with Gmail and Outlook. Zapier can even help e-mail integration in Hubspot. 
  • Salesforce: Salesforce is one other fashionable CRM platform with a spread of merchandise. Most e-mail servers provide e-mail integration with Salesforce. 

Fixed Contact E-mail Integration

Why select Fixed Contact on your e-mail integration? With Fixed Contact, you’ll get customized e-mail advertising, occasions, textual content message advertising, and social media instruments, automation capabilities, integrations, analytics, and a devoted API. This platform is inexpensive and accessible for companies of all sizes. With Fixed Contact, you possibly can arrange your integration instantly. 

For those who’re able to study extra about e-mail integrations and the way streamline your e-mail advertising, get began with Fixed Contact at this time. 

FAQ

How are you going to use e-mail integrations in advertising?

E-mail integrations let you mix your e-mail advertising with different platforms, corresponding to your social media accounts, CRM platform, and ecommerce website. The end result? Larger deliverability and extra partaking emails that can encourage your clients to go to your web site or storefront.  

What are fashionable e-mail integration options?

A few of the hottest e-mail integration options embrace:

  • Automation: Routinely ship emails to sure recipients, i.e. a “request obtained” e-mail for purchasers who attain out to your buyer help.
  • Monitoring and analytics: E-mail integration means that you can observe key efficiency indicators, corresponding to deliverability, in your CRM.
  • Mail merging: With mail merging, you possibly can ship personalised emails in bulk by inputting data out of your contact lists.

How does Fixed Contact e-mail integration work?

Fixed Contact is an e-mail advertising platform that helps you craft partaking emails and combine with different advertising apps you employ each day, together with e-mail integration in web sites and social media. 

The submit The Newbie’s Information to E-mail Integration appeared first on Fixed Contact.

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