Behavior-Triggered Emails: The Secret to Boosting Your Open Rates by 152%

When it comes to email marketing, personalization is the secret to success. But how can you effectively personalize a tool that is by its very nature designed for mass communication?

The answer? Behavior-triggered emails.

Behavior-triggered email is a versatile personalization technique that allows your business to engage with customers at timely touch points. For example, when RunKeeper, a pedometer app, sends a message to one of their registered users with a prompt that reads, “You went running last Saturday at this time. Why not go for a run now?” — that’s a behavior-triggered email. Although highly personal to the recipient, messages like these are easy to automate by taking advantage of data points that are relatively easy to mine and collect thanks to modern technology.

While there is an almost limitless range of ways to execute behavior-triggered emails, the keys to crafting a successful campaign are specificity and creativity. To help you better understand what this is all about and provide inspiration that you can implement in your own marketing, let’s take a look at just a few of the brands that are using this tactic effectively to connect with their customers:

Harris Teeter: Welcome

The strategy: Sending a welcome email is standard protocol almost any time someone signs up for an account on your website or app. However, this message from grocery store chain Harris Teeter goes a couple of extra steps beyond extending the typical thank-you for registering.

First, it offers a discount on the service fee, providing an extra kick-in-the-pants incentive for new account holders to seize the day and place their first order.

Second, it takes advantage of this inbox inroads to remind customers of the benefits of their personal online shopping service and offer a few helpful hints for getting started, thereby reinforcing the sales messages that prompted the user to sign up for an account in the first place.

Soap: Come back

The strategy: In most relationships between customers and brands, there comes a time when the customer begins to drift away, whether because another competitor has caught their eye or because any of life’s myriad responsibilities and distractions have bumped their need for your products or services down in their list of priorities.

If it’s been a while since a customer last visited your site or made a purchase, it’s time to reach out and give them a gentle reminder that you’re still here for them, which is exactly the objective behind this message from Soap.com. Their approach is particularly effective because it is not just a one-time offer that might entice a customer back only to lose them again after making one purchase in order to reap the benefit of the discount. Rather, the offer code is good for every purchase made for two months, a smart sales strategy aimed at coaxing the customer back into becoming a habitual Soap shopper.

Williams-Sonoma: Abandoned cart

The strategy: Another staple of e-commerce email marketing is the abandoned cart reminder. While this strategy is not earthshakingly innovative, it is nevertheless effective.

Williams-Sonoma takes this approach to the next level by including a unique discount code that provides a strong incentive for the customer to return to the site – or the store – to complete their purchase. The code is valid for less than 24 hours, creating a sense of urgency to take advantage of the deal.

One caveat to this approach: You shouldn’t always include a discount offer in your abandoned cart reminder email, or you’ll run the risk of training your customers to put their desired items into the cart and then wait patiently for your message to arrive before checking out with their discount code. Rather, mix up your pitches and include a discount code in some messages but not all. Below is an example of a follow-up email from Williams-Sonoma that does not rely on a special offer to create an urgency to act but rather a mention of limited quantities and a reminder that the previously selected items will soon be cleared from the cart.

Old Navy: Product review

The strategy: If you’ve ever purchased something online, you’ve undoubtedly received one of these emails. Again, the reason they’re so popular is that they’re so effective.

Reaching out to someone who has already made a purchase from you to ask them to share their opinion about the product or services they received is a winning approach all the way around. The simple act of making the request conveys to your customer that you’re a brand that cares about your customers and their satisfaction. Moreover, when they click through to provide their review, you’re getting the benefit of a first-hand testimonial that will help you sell that product to future customers. You’ve also successfully brought an existing customer back to your site, where hopefully something new will catch their eye, leading to a purchase that will begin the cycle all over again.

Grovemade: Survey

The strategy: The survey request is another sure-fire winner. Similar to the product review prompt, the survey request conveys to the recipient that their needs and opinions are valued.

In this example from Grovemade, customers who have previously purchased a related product are sent a link to a survey to provide input to the company on the design of accessories for the new Apple Watch. This accomplishes two smart marketing objectives. First, it gives the company valuable insights to shape their new product line so that it delivers exactly what their customers want. Second, it creates anticipation among their customer base for an upcoming line of products even while they are still in the R&D phase.

Nike: Celebrate a milestone

The strategy: If you have a website or app that tracks customer activity, you likely have data that will allow you to recognize your customer for reaching a milestone, whether it’s a birthday, the anniversary of their becoming your customer or even a personal accomplishment based on activity logged via the site or app.

This example from Nike is a great case-study in how to make this particular approach work for you. In the email, Nike puts the recipient front and center by keeping acknowledgment of their achievement the primary focus. As a secondary message, Nike includes a “reward” for reaching this milestone in the form of a discount on Nike running shoes. While this is obviously a bit self-serving on Nike’s part, it’s also a great way to foster customer loyalty by providing an incentive to buy at a time when the recipient is most likely to be in need of their product.

The proof is in the results

Market research shows that behavior-triggered emails are a valuable but underused tactic. EmailMonks reports that open rates for triggered emails are 152% higher than those for traditional email marketing messages. Even so, over 75% of marketers are not yet using behavior-triggered emails or auto-responders.

A word of caution

Before you go all-in on behavior-triggered emails, take a moment to consider how your correspondence will come across to the recipient.

Online privacy is a hot-button issue these days. Just because you can capture and use data about your customers doesn’t necessarily mean that you should. The last thing you want to do is alienate a prospect or customer because you are blatantly tracking their activities without their consent. The best approach is to apply the principles of trustcasting and allow your customers to opt in to receiving your messages and to tell you what types of communication they’d like to get. The simple courtesy of obtaining permission can make all the difference between being perceived as a helpful partner or an obtrusive snoop.

Also, as with any email marketing strategy, make sure you don’t wear out your welcome in your customers’ inboxes. Use good sense and restraint in the timing and frequency of your emails. For example, if I browse your e-commerce store, don’t make a purchase, get an email, browse again but still don’t commit, are you going to send me another reminder that I still have items in my cart? These are the kinds of rules and parameters  that you’ll need to establish judiciously for your campaign in order to walk the fine line between smart marketer and pushy salesperson.

Getting started

If you’re not so sure about diving in without your water wings, there are tools that specialize in sending triggered emails, like Vero for e-commerce, Intercom for B2B and SparkPage for B2C campaigns. If email marketing is one of the primary vehicles you rely on to win and retain customers, then it may be worthwhile for you to partner with an experienced software development company to design a customized system that integrates with your website and your CRM and SFA systems to effectively capture and leverage the customer data you need to create the most powerful conversion engine possible.

Setting up an automated behavior-triggered email program does require an investment of time and tactical thinking upfront, but once it’s implemented, your company will reap the benefits of having a razor-sharp communication strategy that resonates with your customers by providing timely information that caters to their interests, preferences and habits.

Bad Romance: 10 Phrases Never to Say to Your Customers

Your brand’s image isn’t defined by your logo. Your message isn’t controlled by your latest carefully crafted ad campaign. Your reputation isn’t wrapped up in your website.

In today’s age of social media, each and every one of your customers holds a megaphone, and he who holds the megaphone controls the message.

As a result, every single interaction your customers have with your brand shapes not only the way they perceive your company and its values but how they share and spread that perception to others in their circles.

So in this world where every word-of-mouth message has the potential to be amplified hundreds or even thousands of times over, what can you do to protect your brand’s good name?

Of course, when times are good and everyone’s happy, it’s not too hard to provide a positive experience. But what about when things go wrong? What do you do when you’ve got a disappointed, frustrated, irate or even irrational customer on your hands? That’s when your problem-solving savvy is really put to the test.

In situations like these, it’s critical to ensure that every employee at every level of your company is thoroughly trained in tactics for transforming a conflict or complaint into a positive experience.

Here are 10 phrases you must absolutely, positively never ever say to a customer when your brand’s reputation is on the line:

That's our policy...

You care about your policies, but you know who doesn’t? Your customers. All they care about is getting their problem fixed.

Using policy as the justification for why you can't achieve this goal will fall flat every time. Of course you can’t let your customer walk all over you and it is sometimes necessary to draw a line, but you have little to risk by finding ways to work within those policies to offer an innovative solution.

There's nothing I can do...

This statement will make any customer’s blood boil. When you say “There’s nothing I can do,” what they hear is “You and your business don’t matter to us.” You might as well throw in the towel and walk away.

There's always something that can be done, even if it requires a little creativity and compromise. Make sure to give your employees leeway to improvise when necessary. A minor concession costs nothing compared to the impact of an angry customer blasting you on Twitter.

What you need to do is...

When customers call, they’re looking to you to fix their problem, not to be told how to fix it themselves.

Of course, there are some situations where it’s appropriate and even necessary to walk a customer through the steps required to solve a problem. Just be sure to choose your words carefully. The difference between saying “What you need to do” and “Let’s try this” is conveying the sense that you’re on their side and that you’re committed to working together hand-in-hand until their issue has been resolved.

I'm new at this...

Again, nobody cares. You might as well tell a customer that they should hang up, call back and hope to have better luck in reaching someone more competent.

Rather than exposing your weakness, simply bring in someone with more expertise and experience to help navigate this sticky situation. Your customer will appreciate the hands-on team approach, and you’ll benefit from learning from a pro.

No...

Ouch! Never, ever drop the "no" bomb. If you don’t make a concerted effort to solve the problem at hand, you can kiss that customer – and every other existing or prospective customer who will listen to their tale of woe – goodbye.

I don't believe...

I'm not sure...

We don't...

Take your pick, but these are all thinly veiled ways of saying “no,” which we’ve already established is the not the right answer. Save your breath and spend your time and energy looking for ways to be helpful and find viable alternatives.

There’s no one else here you can talk to...

Unless you are literally a one-man operation, customers know you're lying when they hear this statement. There's always someone higher up that can step in.

Telling someone there's nobody else they can talk to is tantamount to saying, "You’re not worth our time." This isn’t going to diffuse their anger and will likely send them packing, irate enough to leave horrible reviews all over the Web.

I don't know how to help you with that...

This phrase is problematic even when the best of intentions are meant by the employee offering support.

Sometimes a customer will ask tough questions. Instead of saying you don't know what to do, take a proactive role in connecting them with the correct resource within the company who can handle their problem.

That's not my job...

Wrong. No matter who you are or what your job title is, keeping your customers happy is your number one responsibility. Just do it.

I hate my job...

This company sucks...

These types of statements tend to surface when both the customer and the employee are in a state of emotional upset. It’s the equivalent of telling a customer that they're not going to find any help here.

Bad-mouthing the company is never the right answer, no matter what the situation. It can do immeasurable damage, and in reality, even the angriest customer doesn’t really want commiseration.

They don't care about your opinion. They’ve taken the time to give you a chance to make it right, and they want a solution.

If you find yourself reaching a breaking point where you feel the need to make statements like this, take a step back and clear your head. You may not feel that you’re getting the support you need from your company, but customers don't need to hear this. If necessary, ask if you can put them on hold momentarily while you "search for the solution." Then take some deep breaths, get help and do whatever you need to do to rejoin the conversation with a positive attitude.

{Nothing...}

Silence is the absolute worst thing a customer can hear from you.

If it’s necessary to put a caller on hold, don't keep them waiting long. Even better, get their information and tell them you’ll call them back (and then make sure you do – promptly!).

If they’re asking tough questions or getting frustrated, responding with silence will only add fuel to their fire. But that doesn’t mean you must have the right answer on the tip of your tongue, either.

Starting with genuine empathy is a great way to diffuse the situation. Even a simple, "Yes, sir, I can see why you are upset. Let me see what I can do to help you out," will buy you some time to organize your thoughts and collect your composure so that you can confidently work toward a mutually agreeable solution.