{"id":8305,"date":"2022-01-20T11:46:00","date_gmt":"2022-01-20T11:46:00","guid":{"rendered":"https:\/\/www.gosquared.com\/blog\/?p=8305"},"modified":"2022-02-24T13:44:50","modified_gmt":"2022-02-24T13:44:50","slug":"data-driven-email-automation","status":"publish","type":"post","link":"https:\/\/www.gosquared.com\/blog\/data-driven-email-automation","title":{"rendered":"How data-driven email automation can strengthen customer relationships"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_AutomatedEmail_01@2x.png\" alt=\"AUTOMATED EMAIL marketing\" width=\"1422\" height=\"622\" \/><\/p>\n<p>When you\u2019re ready to cozy up to your current customers, <a href=\"https:\/\/www.gosquared.com\/blog\/email-automation\">email automation<\/a> is the best way to do it.<br \/>\nYou already have your customers\u2019 email addresses. What\u2019s more, email is a channel that you own, unlike social media.<\/p>\n<p>Your customers are (hopefully) already in the habit of opening emails from you for receipts, updates, etc.<\/p>\n<p>For all of those reasons and more, there are a lot of opportunities in email automation, everything from increasing customer LTV to reducing churn to converting customers into affiliates and advocates.<\/p>\n<p>In fact <a href=\"https:\/\/www.oberlo.com\/blog\/email-marketing-statistics\" target=\"_blank\" rel=\"noopener noreferrer\">80% of SMBs<\/a> rely on email marketing for customer retention.<\/p>\n<p>In this post, we\u2019re exploring how you can get closer to your customers with email automation. And we\u2019re providing you with plenty of examples to inspire your automated campaigns.<\/p>\n<h2>What is data-driven email automation?<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_What_01@2x.png\" alt=\"what is data-driven email automation\" width=\"1422\" height=\"622\" \/><\/p>\n<p>Data-driven email automation is the practice of setting up emails to be sent to leads or customers based on triggering criteria, such as when a website visitor takes action on your site or a customer has been active for a certain amount of time.<\/p>\n<p>Email automation is all around us. You download an ebook, and you get five follow up emails. You make a purchase, and you get confirmation emails and then weekly newsletters.<br \/>\nThese are examples of pretty simple email automations. As we\u2019ll come to find later in this post, emails can be triggered based on even more specific and more valuable customer behavior.<\/p>\n<h2>What can you achieve with data-driven email automation?<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_Achievements_01@2x.png\" alt=\"achieve with data-driven automation\" width=\"1422\" height=\"622\" \/><\/p>\n<p>There are so many ways that data-driven email automation can bring you closer to your customers. Whether you want to increase repeat orders or upsell your customers, we\u2019ve got tips on that plus some email automations you may not have even thought of.<\/p>\n<h3>Save abandoned carts<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_AbandonedCarts_01@2x.png\" alt=\"reduce cart abandonment \" width=\"1422\" height=\"623\" \/><\/p>\n<p>One of the most essential automated emails for B2C retailers to set up is the abandoned cart email. Why? This type of email receives a <a href=\"https:\/\/sleeknote.com\/blog\/email-marketing-statistics\" target=\"_blank\" rel=\"noopener noreferrer\">click-through rate of 40% on average<\/a>.<br \/>\nFortunately, an abandoned cart email is <a href=\"https:\/\/www.gosquared.com\/marketing-automation\/\" target=\"_blank\" rel=\"noopener noreferrer\">fairly simple to set up<\/a>. You need to segment out website visitors who have added something to their cart but not completed a transaction.<br \/>\nIn GoSquared, you would create a Smart Group that is continually updating with people who had clicked the \u2018add to cart\u2019 button but didn\u2019t have any transactional history that day.<br \/>\nIn this example from <a href=\"https:\/\/www.grove.co\/\" target=\"_blank\" rel=\"noopener noreferrer\">Grove<\/a>, an online retailer for natural household and personal care products, the reader is served up a warm, friendly message and is reminded of the value of what they left behind.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_data_driven_email_automation_grove.png\" alt=\"data driven email automation\" width=\"1000\" height=\"1359\" \/><\/p>\n<p>Don\u2019t just show a picture of the product and add a CTA to send them back to their cart. Instead, you should use this opportunity to sell the product using short conversion copy that puts your value propositions front and center.<\/p>\n<h3>Reduce churn risk<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_ChurnRisk_01@2x.png\" alt=\"reduce churn risk\" width=\"1422\" height=\"622\" \/><\/p>\n<p>Reducing the risk of churn is essential for many different types of companies:<\/p>\n<ul>\n<li>SaaS<\/li>\n<li>Digital publishers that sell subscriptions for premium content<\/li>\n<li>Physical product subscriptions<\/li>\n<\/ul>\n<p>Detecting churn in physical product subscriptions like product boxes can\u2019t be done based on digital behavior alone, because you\u2019re not able to track engagement. Maybe the customer jumped for joy when they opened the delivery box, or maybe they threw your product at the wall. You\u2019ll need to use email to collect feedback on recent deliveries and then monitor and respond to anyone who has given poor feedback.<\/p>\n<p>But with SaaS companies and digital publishers, you can use <a href=\"https:\/\/www.gosquared.com\/blog\/analyse-website-visitors\" target=\"_blank\" rel=\"noopener noreferrer\">website analytics<\/a> to identify people who are at risk of churning. Maybe they haven\u2019t been on your site (or logged into your product) in 7 days, or 14 days.<\/p>\n<p>Inside of GoSquared, you can <a href=\"https:\/\/www.gosquared.com\/marketing-automation\/\" target=\"_blank\" rel=\"noopener noreferrer\">create a Smart Group<\/a> of people who match this criteria, and send them the exact right message via email. Share a product guide, send them a recent article, offer personal help\u2014whatever makes sense for your business.<\/p>\n<h3>Upsell to new subscription tiers<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_UpSell_01@2x.png\" alt=\"upsell to your customers \" width=\"1422\" height=\"623\" \/><\/p>\n<p>Email automation can also be used to upsell customers to new subscription tiers. You can use different criteria to help you segment out which customers are the best fit to upsell to. Obviously you wouldn\u2019t want to offer an upsell to brand new customers who haven\u2019t gotten value from your product yet.<\/p>\n<p>Here are some criteria you might use:<\/p>\n<ul>\n<li>How long they have been a customer<\/li>\n<li>How many times they login every week<\/li>\n<li>How much they have used the product (minimum number of signatures requested or graphic designs created, for example)<\/li>\n<\/ul>\n<p>In this example from <a href=\"https:\/\/optinmonster.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">OptinMonster<\/a>, the email is sent to anyone who subscribed to the product during a specific period of time.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_optinmonster_example.png\" alt=\"automated email example\" width=\"998\" height=\"968\" \/><\/p>\n<h3>Increase engagement<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_Engagement_02@2x.png\" alt=\"increase engagement \" width=\"1422\" height=\"622\" \/><\/p>\n<p>You can also use data-driven email automation to increase engagement with just about anything.<br \/>\nMaybe you identify that customers who click-through to your YouTube videos are more likely to make a second purchase, or upgrade to a higher plan. In that case, you could use email automation to encourage newer customer (or customers with a low level of product usage) to watch a series of engaging YouTube videos that teach viewers how to use your product.<br \/>\nIf you have different types of users, you can also use email automation to segment them based on what part of your product they interact with, and then you can send them content and guidance that\u2019s more relevant.<\/p>\n<p>The opportunities and ideas are endless, and the ultimate goal is to increase stickiness and loyalty.<\/p>\n<h3>Grow your affiliate program<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_GrowAffiliatesProgram_01@2x.png\" alt=\"grow your affiliate program with email automation\" width=\"1422\" height=\"623\" \/><\/p>\n<p>It probably doesn\u2019t make sense to market your affiliate program to a brand new user, does it? A new user hasn\u2019t yet gotten value from your product, so why would they want to recommend it?<br \/>\nHowever, someone who has been a paying customer of your product for at least two months might be a good fit to become an affiliate.<\/p>\n<p>This email from social media automation tool <a href=\"https:\/\/socialbee.io\/\" target=\"_blank\" rel=\"noopener noreferrer\">SocialBee<\/a> is a great example of how to write in a way that is clear, personable, and engaging. Also, take note of the simplicity of the email subject line.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_socialbee_example.png\" alt=\"Automated email data-driven\" width=\"1200\" height=\"680\" \/><\/p>\n<p>To segment out the right customers to notify of your affiliate program, you could create a Smart Group based on how long they\u2019ve been a customer, or how engaged they are with your product.<\/p>\n<h3>Customise onboarding<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_Customise_01@2x.png\" alt=\"customise email onboarding \" width=\"1422\" height=\"623\" \/><\/p>\n<p>You can also use data-driven email automation in your onboarding as well, whether for freemium or free trial users in the case of SaaS companies, or for all subscribers in the case of digital publishers.<\/p>\n<p>When we think of onboarding, we think of those critical first few days when a user engages with the product for the first time. If they can\u2019t immediately understand its value, they\u2019ll churn. Chat prompts are smart for onboarding because the communication is more instant, but email can work well too. Here are some examples:<\/p>\n<ul>\n<li>Send an email with a guide or tutorial video the first time someone uses a new feature<\/li>\n<li>Send an email with instructions on an important feature if someone logs into the product after having been away for 10 days or more<\/li>\n<li>Introduce new users to a new feature every day for five days, but remove them from the sequence if they are actively logging into the product<\/li>\n<\/ul>\n<p>When you trigger your onboarding emails based on user behavior (instead of a one-size-fits-all drip), you\u2019re able to communicate with your customers in a way that matches where they are in their unique journey.<\/p>\n<h3>Prompt repeat orders<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_RepeatOrders_01@2x.png\" alt=\"repeat orders with email automation \" width=\"1422\" height=\"622\" \/><\/p>\n<p>Did you know that transactional emails have <a href=\"https:\/\/www.campaignmonitor.com\/blog\/email-marketing\/2018\/12\/70-email-marketing-stats-you-need-to-know\/\" target=\"_blank\" rel=\"noopener noreferrer\">8x more opens and clicks<\/a> than any other type of email and can generate 6x more revenue? That\u2019s why you don\u2019t want to waste the opportunity in your transactional emails.<\/p>\n<p>Check out this example from retailer <a href=\"https:\/\/www.sephora.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Sephora<\/a>, which includes a menu on the top of the order, so that shoppers can click through to look at makeup, skincare, fragrance or sale items. It\u2019s a subtle way, on-brand way of driving traffic back to their website without pushing additional products overtly.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_sephora_example.png\" alt=\"automated email celebrate\" width=\"1200\" height=\"634\" \/><\/p>\n<p>Aside from the transactional email of an order confirmation or order arrival, you can also segment your email newsletter and include product recommendations based on customers\u2019 previous purchasing behavior.<\/p>\n<p>Let\u2019s say someone has just bought a shirt from your ecommerce store. You can serve them up with product recommendations for complementary accessories like <a href=\"https:\/\/www.coolibar.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Coolibar<\/a> (a line of UPF clothes) does.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_coolibar_example.png\" alt=\"recommend products by automated email\" width=\"1200\" height=\"978\" \/><\/p>\n<h3>Connect with early adopters and power users<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_EarlyAdopters_01@2x.png\" alt=\"early adopters email automation \" width=\"1422\" height=\"622\" \/><\/p>\n<p>Early adopters, power users, advocates, influencers, and fanatics are your bread and butter. Through word of mouth, <a href=\"https:\/\/medium.com\/high-alpha\/5-traits-of-successful-product-led-growth-companies-a4cbc26af29\" target=\"_blank\" rel=\"noopener noreferrer\">product virality<\/a>, or social media, these people add more to your bottom line than you could ever measure.<\/p>\n<p>Wouldn\u2019t it be smart to treat these people to something special?<br \/>\nIn this example, screen recording tool <a href=\"https:\/\/www.loom.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Loom<\/a> has created a community just for their power users and is sending out the invites.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_loom_example.png\" alt=\"email automation engagement\" width=\"1200\" height=\"688\" \/><\/p>\n<p>Maybe you want to create a community, host an event, offer a special promotion, provide a sharing incentive, or all of the above.<\/p>\n<p>When you combine <a href=\"https:\/\/www.gosquared.com\/blog\/customer-behaviour-closing-5-times-more-leads\" target=\"_blank\" rel=\"noopener noreferrer\">customer behavior data<\/a> with your email automation campaigns, you can give the right message to the right person at the right time.<\/p>\n<h2>The 4-step process for getting closer to your customers with data-driven email<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/static.gosquared.com\/images\/liquidicity\/19_08_27_Data_driven_email_automation\/19_08_28_FourSteps_01@2x.png\" alt=\"four step email automation \" width=\"1422\" height=\"622\" \/><\/p>\n<p>Now that you\u2019re armed with plenty of ideas and examples, it\u2019s time to start brainstorming how you can data-driven email automation to deepen your relationship to your customers. We recommend that you follow these steps:<\/p>\n<ol>\n<li><strong>Set a goal<\/strong> &#8211; Decide what problem you want to solve or what metric you want to affect<\/li>\n<li><strong>Segment your customers<\/strong> &#8211; Use engagement, specific actions taken, time since they\u2019ve been on site and more<\/li>\n<li><strong>Write your messages<\/strong> &#8211; Write copy that is personable, on-brand, and most importantly clear<\/li>\n<li><strong>Automate!<\/strong> &#8211; Set up the delays and timing for all of your emails\u2014after someone matches the criteria, what happens next<\/li>\n<\/ol>\n<p><em>Did you know? Most email automation tools don\u2019t come loaded with customer journey data. From the moment someone lands on your site, GoSquared builds a complete profile of their journey. <a href=\"https:\/\/www.gosquared.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more<\/a>. <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When you\u2019re ready to cozy up to your current customers, email automation is the best way to do it. You&#8230;<\/p>\n","protected":false},"author":32,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1585,1208],"tags":[],"class_list":["post-8305","post","type-post","status-publish","format-standard","hentry","category-customer-success","category-marketing"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v18.6 (Yoast SEO v19.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How data-driven email automation can strengthen customer relationships - GoSquared Blog<\/title>\n<meta name=\"description\" content=\"Data-driven email automation isn\u2019t a trend. 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