Observe-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 % of all gross sales occur after the fifth follow-up try, in accordance with Inside Gross sales. Nonetheless, writing a customized, 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 learn to automate them.
What are automated follow-up emails?
7 Steps to Automate Your Observe-Up Emails
Observe-Up Electronic mail Greatest Practices
What are automated follow-up emails?
Automated follow-up emails happen on a set timeframe or primarily based 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 typical aim: They mean you can keep linked with recipients. Many gross sales representatives spend time following up with prospects alongside their consumers’ journey. Different follow-up emails intend to evaluate person satisfaction, encourage extra purchases, or collect suggestions.
Your group could also be too busy to personally write each follow-up e mail. Nonetheless, failing to comply with up can have penalties. Analysis from Woodpecker discovered that forgetting a follow-up results in a 9% response fee. With one follow-up e mail, the response fee rises to 13%.
That’s why automation is so necessary. You’ll be able to reap the advantages of follow-up emails with out spending hours in your keyboard. So let’s get into the easiest way to automate your follow-up emails.
7 Steps to Automate Your Observe-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 group makes use of will typically provide e mail automation and help that can assist you get began.
For those who’re a HubSpot person, you possibly can start automating follow-up emails immediately. 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. Register to your account and go to the “Advertising” tab within the navigation menu. Then, click on on “Electronic mail.”
-jpg-1.jpeg)
Click on the “Create Electronic mail” button on the top-right nook of your web page.
-jpg.jpeg)
Three choices will seem that decide your e mail kind. Choose “Automated.”
-jpg.jpeg)
2. Choose a template.
With HubSpot, you can begin with a totally clean e mail, or you possibly can select a template to incorporate photos.
-jpg.jpeg)
For those who’re seeking to comply with up with a prospect after a name or e mail, take into account a easy template. Your message will look most just like the remainder of your emails and maintain that private contact.
-jpg.jpeg)
In case your follow-up e mail is searching for suggestions or to share a proposal, take into account the promotion template. Right here you possibly can function photos and simply rearrange modules into a novel design.
-jpg.jpeg)
Alt: followup e mail automation, promotion template
IMG identify: followup-email-automation-2.2
3. Write your e mail.
Earlier than you start the automation course of, it’s time to jot down the physique of your e mail. You need to use personalization choices so you possibly can function the recipient’s identify. Be sure you embrace necessary hyperlinks within the physique of your e mail.
Subsequent, change to the “Settings” tab. Right here, you’ll specify the “From” subject of your e mail in addition to your topic.
-jpg.jpeg)
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.
-jpg.jpeg)
Alt: followup e mail automation, ship a take a look at e mail
IMG identify: followup-email-automation-3.2
As soon as you’re feeling snug along with your e mail, click on the “Evaluation and Publish” button.
For extra recommendations on writing follow-up emails, see our full information.
4. Select between varieties and workflows.
Hubspot affords two choices for automated emails: Kinds and workflows.
Kind emails are despatched after a customer fills out a lead-generation kind 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 such a e mail, you possibly can choose a kind from the dropdown menu to affiliate along with your e mail.
Alt: followup e mail automation, varieties choice
IMG identify: followup-email-automation-4
For those who’re seeking to ship a follow-up e mail primarily based on every other standards, choose “Workflows.” From there you possibly can select a pre-existing workflow that your group 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. For those who 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 primarily based on a sure date, a contact’s property, or an motion they’ve taken in your web site.
From there, you possibly can finalize your e mail.
-jpg.jpeg)
For extra on working with workflows, try our full information.
Observe-Up Electronic mail Automation Greatest Practices
Whereas e mail automation methods range by enterprise, listed here are useful ideas 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 clients, prospects, and leads ought to all get various kinds of messages.
Think about crafting totally different automated emails primarily based on the assorted levels of your purchaser’s journey. Over time, you possibly can craft a extra subtle journey primarily based on totally different actions customers take in your web site.
Decide your objectives.
Now you recognize 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 a listing of objectives. That ought to embrace quantitative objectives (like growing response fee by X%) and qualitative objectives (like enhancing how our follow-up emails are designed).
Subsequent, put your objectives in chronological order. Create a timeline to indicate which objectives you plan to realize and wherein order you wish to obtain them.
Create a roadmap.
When a buyer takes an motion in your web site, what occurs subsequent? Think about taking a pen and paper and drawing out your workflows. This might help you perceive what number of emails you’ll want to automate, when to ship them, and the aim of every.
Set up a plan.
Think about what your automated follow-up e mail technique must work. How will you ship your message to clients and leads? You would possibly want extra content material, incentive packages, automation software program, and even improved web site UI.
Separate this stuff into steps you could deal with one by one. Make certain every step is actionable, so the method and the outcomes are clear.
Don’t Wait
There’s no one-size-fits-all method for follow-up emails. Your small business is exclusive and so are the follow-up emails you’ll ship. Regardless, follow-up e mail automation can make sure that this necessary step doesn’t fall by way of the cracks.
Whichever route you select, one factor is for certain: You’ll be able to profit from automating your follow-up emails. Your clients and leads will get pleasure from 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.
