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.

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Fame Foundry Sound Off: AT&T's Seth the Blogger Guy

As the exclusive carrier for the iPhone in the U.S., AT&T has found itself in the midst of a PR nightmare of its own making. Most customers have a love/hate relationship with the company, and even worse for AT&T, these customers are very vocal about their issues. As fervently as they sing the praises of their iPhones, they also profess their contempt for the network's unreliable service and vent their resentment of the carrier's stranglehold on the device. In an attempt to tip the scales of public opinion back in favor of love, AT&T has once again rolled out “Seth the Blogger Guy,” who made his debut on the company's YouTube channel earlier this year to hype the launch of the iPhone 3GS: In response, Fame Foundry's agents address AT&T, Seth and yet another misguided effort by a faceless corporation to work magic through social media.

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• The Architect

  I have no idea who "Seth the Blogger Guy" is. He's obviously not a "blogger guy"; he's an AT&T spokesman. It immediately comes off as insulting that AT&T would assume I would know this guy and buy what he says from that point on because he's "just one of us." 

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• The Craftsman

  Why is a "blogger guy" delivering this message? He does not come across as an AT&T authority that can in any way influence the reliability of their network. It's almost as if they found a guy in a cubicle and asked him to be in a video. I also don't appreciate the Schoolhouse Rock approach to explaining what happens when a call is made. First of all, don't insult my intelligence. Secondly, I don't really care. I just want it to work.

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• The Developer

  This just goes to show that not only does AT&T not understand the people they are talking to, neither does the ad agency that made this lame video. It is a blatant PR attempt to position themselves as a leader instead of being honest and apologizing. Today's consumers want honesty, and obviously neither AT&T or the company that produced this video understands this simple fact. Suck it up, AT&T, and give us a sincere apology and a credit for the crappy service so we know you're serious.

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• The Engineer

  Where was the investment before now? Before the iPhone there were smartphones, and we were yelling then, too. You didn't hear us five years ago and get "on it." You're apologizing for your lack of investment in infrastructure with the money you got from charging people an arm and a leg to send cheap text messages. People don't forget, AT&T. Heaven help you when another carrier gets its hands on the iPhone.

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• The Author

  Even if we were to accept "Seth the Blogger Guy" as a credible voice of authority (note to AT&T: we don't), the video is still highly flawed. I will give AT&T credit for recognizing the conversation happening around them in the social media sphere and attempting to address customer concerns through the channels where they are talking. However, that's where their smart new-media thinking ends and they fall back on comfortable and familiar old marketing conventions. Rather than taking advantage of the opportunities offered by social media networks to engage in candid and genuine dialog, they simply broadcast a message that is obviously 100 percent scripted and delivered by a spokesperson with no real personality. There is no sense that this represents a heartfelt communication from a company that values its relationships with its customers. Instead, the tone of the video ranges from condescending ("Frankly, that's a very time-consuming process.") to patronizing ("The airwaves are kind of like a highway.") to exasperated ("We've heard you. We're on it."). As we've said before and will say again many times, people follow people, not companies. Until AT&T is willing to invest the time and resources necessary to cultivate real, meaningful and ongoing relationships with the public, their social media efforts will continue to falter, and they will be haunted by their reputation as the subpar network that's holding the iPhone hostage.

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• The Communicator

  AT&T's video violates one of the cardinal rules of social media: transparency. A simple Google search reveals that "Seth the Blogger Guy with AT&T" (as he identifies himself in the video) is neither an average joe blogger or a rank-and-file AT&T employee as his name, appearance and demeanor are all deliberately calibrated to portray. He is, in fact, not a blogger at all. He is Seth Bloom, senior vice president at Fleishman-Hillard, AT&T's PR agency. As soon as this is revealed, all credibility is lost, and the video comes across as nothing but an empty, manipulative and self-serving PR tactic. If AT&T truly cared about repairing its reputation and earning the loyalty of its customers, it would not hide behind a fictional persona but rather would put a legitimate company heavyweight on the front lines of its social media efforts. Instead, despite the controversy sparked by their questionable choice of spokesperson, the company has said that it plans to continue using Seth in future online videos.

A final word of advice for AT&T: There is no division between the "real world" and the world of social media. These days they are one in the same. You do yourselves no favors by posting what you believe to be a positive, reassuring, "we're in this together" video on YouTube and then telling every media outlet that will listen that your customers and their bandwidth-hogging iPhones are the problem. If you want to use social media to your advantage, you must be willing to represent your company in a truly personal manner - flaws and all - in order to earn and keep your customers' trust. Consumers are much more forgiving of companies with whom they have built relationships on a foundation of trust; they have little sympathy for faceless corporations. Or, in this case, a faceless corporation masquerading as a "blogger guy."

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