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Comply with-up emails will 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 keeping with 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 put up, 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 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 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 observe up.
Automated follow-up emails serve many alternative functions however share a typical purpose: They permit you to 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 further purchases, or collect suggestions.
Your crew could also be too busy to personally write each follow-up e mail. Nevertheless, failing to observe 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 possibly can reap the advantages of follow-up emails with out spending hours in your keyboard. So let’s get into one of the best ways to automate your follow-up emails.
7 Steps to Automate Your Comply with-up Emails
A number of instruments permit you to automate follow-up emails. The method usually 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 crew makes use of will usually supply e mail automation and assist that will help you get began.
For those who’re a HubSpot person, you’ll be able to start automating follow-up emails straight away. Right here’s how.
1. Begin by creating your e mail.
Automated emails begin out like every other message you propose to ship with HubSpot. Sign up to your account and go to the “Advertising” 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 sort. Choose “Automated.”
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2. Choose a template.
With HubSpot, you can begin with a totally clean e mail, or you’ll be able to select a template to incorporate photographs.
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For those who’re trying to observe up with a prospect after a name or e mail, contemplate a easy template. Your message will look most much like the remainder of your emails and hold that private contact.
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In case your follow-up e mail is on the lookout for suggestions or to share a suggestion, contemplate the promotion template. Right here you’ll be able to characteristic photographs and simply rearrange modules into a novel design.
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Alt: followup e mail automation, promotion template
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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 should use personalization choices so you’ll be able to characteristic the recipient’s title. Make sure you embrace vital hyperlinks within the physique of your e mail.
Subsequent, change to the “Settings” tab. Right here, you’ll specify the “From” discipline 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’ll be able to 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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Alt: followup e mail automation, ship a take a look at e mail
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As soon as you’re feeling snug along with your e mail, click on the “Overview and Publish” button.
For extra recommendations on writing follow-up emails, see our full information.
4. Select between kinds and workflows.
Hubspot provides two choices for automated emails: Varieties and workflows.
Kind 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 a direct observe up.
If you wish to create the sort of e mail, you’ll be able to choose a type from the dropdown menu to affiliate along with your e mail.
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For those who’re trying to ship a follow-up e mail primarily based on every other standards, choose “Workflows.” From there you’ll be able to select a pre-existing workflow that your crew has already created in HubSpot from a dropdown menu.
Seeking 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 website.
From there, you’ll be able to 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 here are useful ideas that will help 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 varied phases of your purchaser’s journey. Over time, you’ll be able to craft a extra subtle journey primarily based 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 best 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 plan 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? Think about taking a pen and paper and drawing out your workflows. This will help you perceive what number of emails you might want to automate, when to ship them, and the purpose 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 these items into steps which you could deal with one by one. Be sure that 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 enterprise is exclusive and so are the follow-up emails you’ll ship. Regardless, follow-up e mail automation can make sure that this vital step doesn’t fall by means of the cracks.
Whichever route you select, one factor is for positive: You possibly can profit from automating your follow-up emails. Your clients 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.
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