Comply with-up emails might help set up a connection along with your prospects. Not solely are these emails a private contact. They’re additionally important to your gross sales operation.
Fifty p.c of all gross sales occur after the fifth follow-up try, based on Inside Gross sales. Nevertheless, writing a personalised, good e mail after each interplay might be time-consuming.
The answer: Automate your follow-up emails.
On this publish, you’ll dive deeper into the advantages of follow-up emails and discover ways to automate them.
What are automated follow-up emails?
7 Steps to Automate Your Comply with-Up Emails
Comply with-Up E mail Greatest Practices
What are automated follow-up emails?
Automated follow-up emails happen on a set timeframe or based mostly on an individual’s motion. When a set off level is reached, a pre-written e mail is distributed to the recipient to comply with up.
Automated follow-up emails serve many various functions however share a standard aim: They mean you can keep linked with recipients. Many gross sales representatives spend time following up with prospects alongside their patrons’ journey. Different follow-up emails intend to evaluate consumer satisfaction, encourage further purchases, or collect suggestions.
Your staff could also be too busy to personally write each follow-up e mail. Nevertheless, failing to comply with up can have penalties. Analysis from Woodpecker discovered that forgetting a follow-up results in a 9% response charge. With one follow-up e mail, the response charge rises to 13%.
That’s why automation is so vital. You may reap the advantages of follow-up emails with out spending hours in your keyboard. So let’s get into one of the simplest ways to automate your follow-up emails.
7 Steps to Automate Your Comply with-up Emails
A number of instruments mean you can automate follow-up emails. The method typically contains choosing standards to set off a follow-up e mail, programming textual content right into a workflow, and setting personalization choices.
The CRM your staff makes use of will typically provide e mail automation and assist that can assist you get began.
When you’re a HubSpot consumer, you possibly can start automating follow-up emails instantly. Right here’s how.
1. Begin by creating your e mail.
Automated emails begin out like every other message you intend to ship with HubSpot. Check in to your account and go to the “Advertising and marketing” tab within the navigation menu. Then, click on on “E mail.”
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Click on the “Create E mail” button on the top-right nook of your web page.
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Three choices will seem that decide your e mail kind. Choose “Automated.”
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2. Choose a template.
With HubSpot, you can begin with a very clean e mail, or you possibly can select a template to incorporate pictures.
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When you’re trying to comply with up with a prospect after a name or e mail, think about a easy template. Your message will look most just like the remainder of your emails and preserve that private contact.
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In case your follow-up e mail is searching for suggestions or to share a suggestion, think about the promotion template. Right here you possibly can function pictures and simply rearrange modules into a singular design.
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3. Write your e mail.
Earlier than you start the automation course of, it’s time to write down the physique of your e mail. You need to use personalization choices so you possibly can function the recipient’s title. You’ll want to embrace vital hyperlinks within the physique of your e mail.
Subsequent, swap to the “Settings” tab. Right here, you’ll specify the “From” area of your e mail in addition to your topic.
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If you wish to see your e mail earlier than you finalize your automation, you possibly can ship your self a take a look at. Simply click on the “Ship a take a look at e mail” choice.
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As soon as you’re feeling snug along with your e mail, click on the “Assessment and Publish” button.
For extra tips about writing follow-up emails, see our full information.
4. Select between varieties and workflows.
Hubspot presents two choices for automated emails: Kinds and workflows.
Type emails are despatched after a customer fills out a lead-generation type in your web site. As soon as their info is submitted, they’ll obtain this e mail as affirmation and an instantaneous comply with up.
If you wish to create the sort of e mail, you possibly can choose a type from the dropdown menu to affiliate along with your e mail.
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When you’re trying to ship a follow-up e mail based mostly on every other standards, choose “Workflows.” From there you possibly can select a pre-existing workflow that your staff has already created in HubSpot from a dropdown menu.
Trying to create a brand new Workflow out of your e mail? There’s an choice for that too. When you click on “Create a brand new workflow,” you’ll be given choices of when to set off your follow-up e mail. That may be based mostly on a sure date, a contact’s property, or an motion they’ve taken in your website.
From there, you possibly can finalize your e mail.
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For extra on working with workflows, try our full information.
Comply with-Up E mail Automation Greatest Practices
Whereas e mail automation methods range by enterprise, listed below are useful suggestions that can assist you get began.
Create totally different workflows for patrons and prospects.
Whereas your follow-up e mail is automated, your writing shouldn’t be generic. Your prospects, prospects, and leads ought to all get several types of messages.
Take into account crafting totally different automated emails based mostly on the assorted phases of your purchaser’s journey. Over time, you possibly can craft a extra subtle journey based mostly on totally different actions customers take in your website.
Decide your targets.
Now you already know what you need your viewers to expertise, however how will you obtain that? What’s the perfect results of your automated follow-up e mail technique?
Begin by creating an inventory of targets. That ought to embrace quantitative targets (like growing response charge by X%) and qualitative targets (like bettering how our follow-up emails are designed).
Subsequent, put your targets in chronological order. Create a timeline to point out which targets you propose to realize and by which order you need to obtain them.
Create a roadmap.
When a buyer takes an motion in your website, what occurs subsequent? Take into account taking a pen and paper and drawing out your workflows. This might help you perceive what number of emails it is advisable automate, when to ship them, and the aim of every.
Set up a plan.
Take into account what your automated follow-up e mail technique must work. How will you ship your message to prospects and leads? You would possibly want extra content material, incentive packages, automation software program, and even improved web site UI.
Separate these items into steps that you could sort out one after the other. Ensure every step is actionable, so the method and the outcomes are clear.
Don’t Wait
There’s no one-size-fits-all strategy for follow-up emails. Your corporation is exclusive and so are the follow-up emails you’ll ship. Regardless, follow-up e mail automation can be sure that this vital step doesn’t fall by the cracks.
Whichever route you select, one factor is for certain: You may profit from automating your follow-up emails. Your prospects and leads will take pleasure in a cohesive expertise out of your model. In the meantime, you’ll save time. So what are you ready for? There’s no higher time to refresh your technique.
