Observe-up emails can assist set up a connection together 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 customized, good e mail after each interplay might be time-consuming.

The answer: Automate your follow-up emails.

On this submit, you’ll dive deeper into the advantages of follow-up emails and discover ways to automate them.

What are automated follow-up emails?

7 Steps to Automate Your Observe-Up Emails

Observe-Up Electronic mail Finest Practices

What are automated follow-up emails?

Automated follow-up emails happen on a set timeframe or based mostly on an individual’s motion. When a set off level is reached, a pre-written e mail is distributed to the recipient to comply with up.

Automated follow-up emails serve many various 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 staff could also be too busy to personally write each follow-up e mail. Nevertheless, failing to comply with up can have penalties. Analysis from Woodpecker discovered that forgetting a follow-up results in a 9% response fee. With one follow-up e mail, the response fee rises to 13%.

That’s why automation is so essential. You may 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 Observe-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 staff makes use of will usually supply e mail automation and assist that can assist you get began.

In case you’re a HubSpot person, you’ll be able to start automating follow-up emails instantly. Right here’s how.

1. Begin by creating your e mail.

Automated emails begin out like another message you propose to ship with HubSpot. Check in to your account and go to the “Advertising and marketing” tab within the navigation menu. Then, click on on “Electronic mail.”

Click on the “Create Electronic mail” button on the top-right nook of your web page.

Three choices will seem that decide your e mail kind. Choose “Automated.”

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.

In case you’re seeking to comply with 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 maintain that private contact.

In case your follow-up e mail is on the lookout for suggestions or to share a proposal, contemplate the promotion template. Right here you’ll be able to function photographs and simply rearrange modules into a singular design.

Alt: followup e mail automation, promotion template

IMG title: followup-email-automation-2.2

3. Write your e mail.

Earlier than you start the automation course of, it’s time to put in writing the physique of your e mail. You should use personalization choices so you’ll be able to function the recipient’s title. Remember to embody essential hyperlinks within the physique of your e mail.

Subsequent, change to the “Settings” tab. Right here, you’ll specify the “From” subject of your e mail in addition to your topic.

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.

Alt: followup e mail automation, ship a take a look at e mail

IMG title: followup-email-automation-3.2

As soon as you’re feeling snug together with your e mail, click on the “Evaluate and Publish” button.

For extra tips about writing follow-up emails, see our full information.

4. Select between kinds and workflows.

Hubspot gives two choices for automated emails: Types and workflows.

Kind emails are despatched after a customer fills out a lead-generation kind in your web site. As soon as their info is submitted, they’ll obtain this e mail as affirmation and a direct comply with up.

If you wish to create this kind of e mail, you’ll be able to choose a kind from the dropdown menu to affiliate together with your e mail.

Alt: followup e mail automation, kinds choice

IMG title: followup-email-automation-4

In case you’re seeking to ship a follow-up e mail based mostly on another standards, choose “Workflows.” From there you’ll be able to select a pre-existing workflow that your staff has already created in HubSpot from a dropdown menu.

Trying to create a brand new Workflow out of your e mail? There’s an choice for that too. In case you 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 based mostly on a sure date, a contact’s property, or an motion they’ve taken in your web site.

From there, you’ll be able to finalize your e mail.

For extra on working with workflows, take a look at our full information.

Observe-Up Electronic mail Automation Finest Practices

Whereas e mail automation methods range by enterprise, listed below are useful suggestions that can assist you get began.

Create totally different workflows for purchasers 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 several types of messages.

Think about crafting totally different automated emails based mostly on the assorted levels of your purchaser’s journey. Over time, you’ll be able to craft a extra subtle journey based mostly on totally different actions customers take in your web site.

Decide your objectives.

Now you recognize 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 objectives. That ought to embody quantitative objectives (like rising response fee by X%) and qualitative objectives (like bettering how our follow-up emails are designed).

Subsequent, put your objectives in chronological order. Create a timeline to point out which objectives you plan to realize and through which order you need to obtain them.

Create a roadmap.

When a buyer takes an motion in your web site, what occurs subsequent? Think about taking a pen and paper and drawing out your workflows. This can assist you perceive what number of emails it is advisable 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 applications, automation software program, and even improved web site UI.

Separate this stuff into steps that you could deal with one by one. Be certain that every step is actionable, so the method and the outcomes are clear.

Don’t Wait

There’s no one-size-fits-all method for follow-up emails. Your small business is exclusive and so are the follow-up emails you’ll ship. Regardless, follow-up e mail automation can make sure that this essential step doesn’t fall by way of the cracks.

Whichever route you select, one factor is for certain: You may 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.