The Top 9 Best Practices for Your Transactional Emails

Transactional emails are valuable marketing tools — these system-generated emails triggered by individual user activity offer marketers unparalleled conversion opportunities.

But that’s only when used correctly. To learn more about how to ensure success, here are nine best practices for your transactional emails.

Understand the Types of Transactional Emails

Welcome: Your first method of content with your audience. This email should include helpful resources, reinforce the benefits of your products or services, and lead them to the next stage of your funnel.
Confirmation: This email comes when users make a purchase or update their account information. It serves as a receipt and confirms that the user’s action was a success.
Reminder/Notification: These emails provide customers with notifications of billing, deadlines, etc. They briefly and politely request action.
Request: These emails give customers a “poke” when they haven’t interacted in a while or filled an online shopping cart without following through on the purchase.

Understand-the-Types-emails
Credits: Lolli and Pops

Optimize for Mobile Devices

Because most users open emails on mobile devices, your email should be easily read on any screen size or layout. Otherwise, your potential customer won’t bother reading it, and there goes your conversion. Be sure to test them to make sure they look like they should so you can obtain those conversions.

Credits: Kevin Clark

Send Marketing Emails at Optimal Times

Conduct research to make sure when the best time of the day and day of the week is to send emails. Doing so will increase their chances of engaging and moving up the funnel.

Request Referrals

Once your customer finishes a transaction, ask them for a referral. This is the ideal time because they’re feeling good about the action they just took and are more likely to share the love.

Credits: Casper

Make Recommendations

Always enhance the customer’s experience with resources they can use. When used judiciously, adding suggestions based on their purchases or activity is valuable and leads to additional transactions.

Credits: Amazon

Streamline the Experience

Make sure your customer can easily give feedback and contact you by providing links for automatic access. Doing so helps retain customer loyalty.

Credits: B&H

Make Questionnaires Quick and Easy

Transactional emails asking for customer feedback should be short, easy, and noninvasive. Otherwise, recipients won’t mind them, which is of no use to you.

Be Sparing with Offers

The best way to make a sale is by instilling customer confidence in your brand and services. On the other hand, flooding them with offers could backfire. After all, today’s consumer doesn’t want to hear a sales pitch.