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Observe-up emails may help 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.

Person creating a followup email automation process in HubSpot

Fifty p.c of all gross sales occur after the fifth follow-up try, in keeping with Inside Gross sales. Nevertheless, writing a customized, excellent electronic mail after each interplay could 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 learn to automate them.

Free Download: 30 Follow-Up Email Templates

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 electronic mail is shipped to the recipient to observe up.

Automated follow-up emails serve many alternative functions however share a standard aim: 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 consumer satisfaction, encourage further purchases, or collect suggestions.

Your workforce could also be too busy to personally write each follow-up electronic 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 electronic mail, the response charge rises to 13%.

That’s why automation is so necessary. You’ll be able to reap the advantages of follow-up emails with out spending hours in your keyboard. So let’s get into one of the simplest 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 consists of choosing standards to set off a follow-up electronic mail, programming textual content right into a workflow, and setting personalization choices.

The CRM your workforce makes use of will usually supply electronic mail automation and assist that will help you get began.

When you’re a HubSpot consumer, you’ll be able to start automating follow-up emails immediately. Right here’s how.

1. Begin by creating your electronic mail.

Automated emails begin out like every other message you intend to ship with HubSpot. Sign up to your account and go to the “Advertising” tab within the navigation menu. Then, click on on “Electronic mail.”

Follow-up email automation. Sign in to your account and go to the 'Marketing' tab in the navigation menu. Then, click on 'email.'

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

ollowup email automation, click the “Create Email” button on the top-right corner of your page.

Three choices will seem that decide your electronic mail sort. Choose “Automated.”

followup email automation, select “Automated.

2. Choose a template.

With HubSpot, you can begin with a totally clean electronic mail, or you’ll be able to select a template to incorporate pictures.

followup email automation, select template

When you’re trying to observe up with a prospect after a name or electronic mail, think about a easy template. Your message will look most just like the remainder of your emails and hold that private contact.

followup email automation, simple template

In case your follow-up electronic mail is in search of suggestions or to share a suggestion, think about the promotion template. Right here you’ll be able to characteristic pictures and simply rearrange modules into a novel design.

ollowup email automation, promotion template

Alt: followup electronic mail automation, promotion template

IMG identify: followup-email-automation-2.2

3. Write your electronic mail.

Earlier than you start the automation course of, it’s time to write down the physique of your electronic mail. You need to use personalization choices so you’ll be able to characteristic the recipient’s identify. Make sure to embrace necessary hyperlinks within the physique of your electronic mail.

Subsequent, swap to the “Settings” tab. Right here, you’ll specify the “From” area of your electronic mail in addition to your topic.

followup email automation, determine settings

If you wish to see your electronic mail earlier than you finalize your automation, you’ll be able to ship your self a check. Simply click on the “Ship a check electronic mail” possibility.

followup email automation, send a test email

Alt: followup electronic mail automation, ship a check electronic mail

IMG identify: followup-email-automation-3.2

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

For extra recommendations on writing follow-up emails, see our full information.

4. Select between kinds and workflows.

Hubspot presents two choices for automated emails: Kinds and workflows.

Type 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 electronic mail as affirmation and a right away observe up.

If you wish to create one of these electronic mail, you’ll be able to choose a type from the dropdown menu to affiliate together with your electronic mail.

followup email automation, forms option

Alt: followup electronic mail automation, kinds possibility

IMG identify: followup-email-automation-4

When you’re trying to ship a follow-up electronic mail based mostly on every other standards, choose “Workflows.” From there you’ll be able to select a pre-existing workflow that your workforce has already created in HubSpot from a dropdown menu.

Trying to create a brand new Workflow out of your electronic mail? There’s an possibility for that too. When you click on “Create a brand new workflow,” you’ll be given choices of when to set off your follow-up electronic mail. That may be based mostly on a sure date, a contact’s property, or an motion they’ve taken in your web site.

followup email automation, workflows

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

followup email automation, finalize email

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

Observe-Up Electronic mail Automation Finest Practices

Whereas electronic mail automation methods differ by enterprise, listed here are useful ideas that will help you get began.

Create completely different workflows for patrons and prospects.

Whereas your follow-up electronic mail is automated, your writing shouldn’t be generic. Your prospects, prospects, and leads ought to all get various kinds of messages.

Take into account crafting completely different automated emails based mostly on the varied levels of your purchaser’s journey. Over time, you’ll be able to craft a extra subtle journey based mostly on completely different actions customers take in your web site.

Decide your targets.

Now you recognize what you need your viewers to expertise, however how will you obtain that? What’s the perfect results of your automated follow-up electronic mail technique?

Begin by creating an inventory of targets. That ought to embrace quantitative targets (like rising response charge by X%) and qualitative targets (like enhancing 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 attain and by which order you wish to obtain them.

Create a roadmap.

When a buyer takes an motion in your web site, what occurs subsequent? Take into account taking a pen and paper and drawing out your workflows. This may help you perceive what number of emails it’s good to automate, when to ship them, and the aim of every.

Set up a plan.

Take into account what your automated follow-up electronic mail technique must work. How will you ship your message to prospects 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 may deal with separately. Make certain 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 online business is exclusive and so are the follow-up emails you’ll ship. Regardless, follow-up electronic mail automation can be sure that this necessary step doesn’t fall by way of the cracks.

Whichever route you select, one factor is for certain: You’ll be able to profit from automating your follow-up emails. Your prospects and leads will get pleasure from 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.

Free Resource: How to Reach & Engage Your Audience on Facebook

Learn how to Automate Your Observe-up Emails