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Never miss it: how to send a welcome message to a client

If we talk about an omnichannel strategy , a “hello, how are you?” it is much more than a simple greeting Offering a good welcome message to our clients, through email or another channel, can impact the entire relationship with our brand. What is a welcome message? What is it for? How to write it? Find out in this note!

Did you know that the welcome message is the one that captures the most attention from the user?

Imagine this: a person visits your website for the first time. While browsing the site a push notification inviting you to leave your details to subscribe to the newsletter.

So far, the user may not feel interested in giving you their information, after all, we are bombarded by messages of this kind. However, in exchange for doing so you offer him something that is just what he was looking for! It could be free downloadable material, a discount on your first purchase, or exclusive access to an event, to name a few examples.

It’s your lucky day! what you have offered has hit the mark .

What will you get in return? In this case it is the least, the important thing is that in addition to that “gift”, the user expects your welcome message almost as long as they will expect, when making their first purchase, the possibility of giving feedback on their experience with the brand. Did I already tell you about Net Promoter Score? I don’t want to deviate too much, but if you are interested in simple customer retention you should read this other note from our blog;)

Undoubtedly, that is the main attraction of this kind of communication, the interest of the user. Because that means only one thing: it will be waiting for that message and, therefore, the opening possibilities are greater .

Now that you have their full attention, it is time to receive it accordingly , what would that be like? Calm down, we will explain it to you below.

What is the welcome message to a customer?

The welcome message to a client or subscriber is one that is sent with the aim of greeting the user and thanking him for the action he has just carried out . Among them, we can distinguish:

  • Subscription to the blog.
  • Register in the online store to buy a product.
  • Leave your WhatsApp contact to receive updates from the company.
  • Subscribe to the brand’s SMS.

Customer welcome messages are communications that we can schedule automatically (sorry, automating is too important not to say ) These respond to that action that the user has just performed for the first time in relation to our business.

What is a welcome message to a customer? The welcome message to a client or subscriber is one that is sent, in an automated way, with the aim of greeting the user and thanking him for the action he has just carried out .

Welcoming is possibly the first direct interaction you have with that person and this only means one thing: their relationship is just beginning . To make a good first impression – remember that it is the most important – there is nothing like giving a good welcome .

The possibilities that this kind of message offers us are endless. Therefore, it is important to know why we should strategically plan this type of interaction with users

Why send customer welcome messages?

Do you have a chair handy? No? So walk over to one and sit down before reading this: welcome messages via email have an average open rate of more than 50%.

Welcome messages sent via email have an average open rate -u Open Rate- that exceeds 50%.

Source: Invest

In the case of SMS marketing , we told you a few days ago that 98% of the text messages that arrive are read by the recipients almost immediately .

What about the messages that you can send to your clients through WhatsApp? These They have an open rate that ranges between 70% and 90%.

As you can see, the welcome message has a lot of potential within your omnichannel strategy.. And this is largely due to the fact that, regardless of the channel you use, the best of all will always be that there will be someone waiting for you on the other side.

In addition, there are other reasons to send a welcome message to a customer . Which? Well, it is what follows in the note

What is the welcome message for?

  • Start building a bond. Relationship marketing is built on quality interactions. A great way to get off to a good start is with your welcome message.
  • Introduce oneself. As we said before, first impressions are key. Taking advantage of the welcome message to introduce yourself and show interest in the user is a perfect way to give that impression that you are looking for so much.
  • Add value. The first message you send to your customers and subscribers can serve to initiate the link with users adding value. That is, guiding them with useful information about your products and services, offering them a kind of guide to know where to start.
  • Publicize a product or service. The welcome message represents a very valuable opportunity to start a conversation with your customers and subscribers, guiding them to discover your products and services.
  • Lead the user to the next step. We have all been new at one time or another, whether in a job or in a group. That feeling of not knowing what to do or where to start is not pleasant. The welcome message can lead users to the next step. They will appreciate that help.
  • Increase conversion. By using appropriate calls to action in your welcome message, you can increase your business conversions.

How do you make a welcome message?

It’s time to get to work on customer welcome messages Where to start? We give you a brief guide so as not to fail.

Define goals

What would become of our strategies without objectives? Where would our campaigns lead us without these goals to be achieved? In the case of the welcome message It is important to define what we will try to do from the moment a user provides us with their data .

For example, it may be that in the welcome message to a client our objective is to reinforce the identity of our brand. Based on this, we will place a strong emphasis on staying connected through our social networks or we will storytelling sharing the history of the company.

In other cases, we may seek to provide useful information, mainly by sharing featured blog articles or tips and recommendations for the use of our platform. While another goal may be conversion. In that case, we will include discount codes, special promotions or exclusive accesses.

The important thing before starting is to be clear about what objective we intend to achieve with the welcome messages for customers.

Choose the right moment

This would be something like having rhythm. The ideal is to welcome as soon as a user registers in our database . However, if it is a sequence of welcome messages, it is possible to use other time frames as well.

For example, if a person subscribed to the blog with their email, an immediate first communication can be sent to thank the registration and share the outstanding contents of the blog. Adding, in addition, links to social networks.

A second email could be sent two days later to share the articles chosen especially for the user. And uA third email would be sent a week after registration to invite the subscriber to a webinar or download content.

In this sense, user segmentation is very important to know what type of welcome message is appropriate.

Customize welcome messages

Something essential in any interaction with customers or subscribers is personalization. From using the user’s first name, to offering relevant content or products based on their preferences. Everything is useful when starting to build a quality bond with our audience.

You wonder, for example, how can you personalize a good email marketing campaign that includes a welcome message to customers? This note has all the answers you need (and a bit more too).

Think of specific welcome messages for each audience

Taking into account that people tend to receive messages from companies frequently, either through email marketing , SMS or even WhatsApp, it is important that in the welcome message we explain precisely what type of communications they are going to receive for having registered.

In addition to indicating the type of messages that we are going to share with them, we must tell them how to unsubscribe or update their preferences regarding these notifications.

Includes calls to action

If you have your goals well defined and segmented users, it will be much easier to include appropriate calls to action in each welcome message .

If your goal is to sell more, your CTAs should direct users to the products you are trying to market. To do this, you can use discounts or promotions to increase interest and sales possibilities.

If what you want is to bring more traffic to your website, it will be essential to include a CTA that links to the content you are trying to position. But yesIf you are looking to increase engagement and generate community, you should focus your CTAs on the social channels of your business, for example.

Templates for customer welcome messages via email, SMS and WhatsApp

Beyond these recommendations, we want to give you something else. Therefore, below we share 3 templates that you can use as a welcome message for clients through email, SMS marketing and WhatsApp .

Because omnichannel is our thing , you already know

Welcome message via email

To create an email Welcome you have multiple options in terms of extension, format, design and elements to use. Remember to always be clear about your goal.

In the template that we will share below, we use the subscription to a streaming platform as an example.

Hello NAME!

Welcome to NAME of the PLATFORM.

Everything is ready for you to start enjoying the NAME of EXPERIENCE experience.

Here are all the details of your subscription:

We will always be here to help you with whatever you need. We would also love to hear from you to personalize your experience. Write to us here.

We would love to hear from you!

Welcome message via SMS

 

To send SMS we must take care of the number of characters. The rule is not to exceed 140. In this case: the good, if brief, twice as good .

Hello!

Thanks for signing up!

Now you can receive before anyone else all our news.

Access your special discount here .

Welcome message via WhatsApp

Although there are no character limits, the recommendation to connect with clients on WhatsApp is also to keep it short .

Remember that in this platform the key is to talk and the ideal is to give rise to the response of the users so that the interaction flows naturally .

Hello NAME!

We welcome you to the COMPANY NAME family.

Thank you for using our services.

All ready to go?

——————————————————————————————————————

There are no more excuses. You have all the information you need to create a perfect welcome message for your audience

Do you have any doubt? Need help? Discover how we can accompany you from emBlue .

 

FAQ: How to send a welcome message to a customer?

What is a welcome message for?

The welcome message to a client or subscriber is one that is sent with the aim of greeting the user and thanking him for the action he has just carried out.

What are the 5 key steps to achieve a good welcome message?

The 5 key steps are:

  1. Clearly define objectives.
  2. Choose the right time to send it.
  3. Personalize content dynamically.
  4. Be very specific about the goal of the message.
  5. Include calls to action or CTAs .

Why use welcome messages to our customers?

The 6 fundamental reasons to use welcome messages are:

  • Start building a bond.
  • Present yourself to customers with the right message.
  • Add value from the start.
  • Publicize our brand, product or service.
  • Lead the user to the next step of the link.
  • Increase conversion.

What is emailing and how to include it in your business?

Email has been in our lives for a long time, even before the creation of the internet. However, it is more current than ever, since it has become one of the most used tools by businesses. What is this about? A that offers the possibility of building a relationship with users and thus increasing sales and loyalty opportunities. To do this, the key is in a strategy known as emailing .

What is emailing?

Emailing is a strategy that consists of sending emails in bulk to a list of contacts. These messages serve, among other things, to inform you of the latest news about the business, such as launches, promotions, events, etc. Above all, They are a key two-way communication piece to maintain and consolidate the relationship with leads and customers.

Why the email? You may doubt the effectiveness of email, considering all the tools that have emerged in recent years. In a world dominated by WhatsApp and social networks, what possibilities does email have? What you have to understand is that they are not competition, but rather tAll are media that can be part of your omnichannel strategy.

Basically, omnichannel places customers at the center, allowing businesses to manage communication with them in a coherent way, through the different channels. The result is a homogeneous experience on all platforms and media in which the user interacts with the brand.

In this sense, emailing is one of the channels that a business can use to interact with its contact list.. According to Statistics gathered by Kinsta , email is one of the top 3 content delivery media for B2C and B2B merchants.

And if we talk about the Return on Investment (ROI), at least 59% of marketers say that emailing is their biggest source of ROI.

So email marketing is more alive than ever; It is one of the most used channels to send content and interact with users; and offers a high ROI compared to other media. What are you waiting for to launch your first emailing campaign? Don’t you know how to do it? Do not worry! For that we have created this guide. Here we share the step by step.

Emailing where to start?

In a list of tasks to do to start emailing, where do you think you should start? It all starts with being clear about what you want to say and to whom. This brings us to two fundamental steps:

  • Define objectives.
  • Create a contact list.

Define objectives

What do you want to achieve with your emailing campaign? Knowing the answer is key before starting. No business should do email marketing without a clear purpose. This would make both you, and those who receive your mail, waste time.

In principle, you would waste your time because you would simply be dedicating yourself to a task that will not give you the results you expect. Users would waste their time because surely, by not having a clear goal defined, your message will not be what they expect.

Defining objectives in email marketing serves to set a course, something like saying, that’s where we’re headed! The rest of your strategy will be to map out the route to get there.

For example, if your goal is to add more subscribers to your newsletter, this will define how, when and where you will place the subscription form on your website.. Not only that, it will also determine what type of email you will send to that subscriber list thereafter.

Create a contact list

The famous contact list is nothing more and nothing less than a list of all users who have given their consent to receive the emails of your emailing campaigns.

Sending emails in bulk to people who did not agree to receive your messages is counterproductive. Basically, because it undermines your strategy of Inbound Marketing that consists of putting the user in the center, generating a link, which is based on delivering relevant content of interest .

If you indiscriminately send emails to an emailing list that you did not create from scratch yourself, you probably will not deliver relevant content for those users simply because you do not know them, you do not know what they expect of you. And if, in addition, you insist and You frequently send those emails that nobody reads, sooner or later you could end up falling into the clutches of spam .

To avoid all this, it is best to start an emailing campaign aimed at a list of contacts who have agreed to receive these messages.. You will create this list over time, through subscription forms on your website or on other platforms where your business is present.

An alternative to attract new contacts through your website is Onsite by emBlue. With this tool you can create pop-up windows to invite to subscribe to your news or events. Best of all, it is a resource that you can fully customize, from the design to the behavior.

How is emailing done? Step by Step

You’ve already taken the initial two steps to get started with your email marketing strategy. But there is still much more to tell you. If you wonder what a mailing should be like, then we give you the answer.

Segment your list

Once you have clear your objectives and your list of contacts assembled, it is time for segmentation . Segmenting is, basically, grouping users based on common characteristics, interests and consumption. The most common is to create different lists based on these criteria. This allows you personalize the messages you send and achieve much more relevant conversations with each person you interact with.

For example, suppose that in your contact list there are users who subscribed to your newsletter , others gave you their data in exchange for a lead magnet and there are those who shared their email with you to receive a discount. They are different audiences, with different concerns. You can create a list for each of them and send personalized messages in each case.

Some criteria to segment:

  • By gender, age or geographic location.
  • By individual behavior in your online store or website.
  • Based on the last purchase they made.
  • According to your most recent activity. In this sense, keep in mind that it is not the same to communicate with an active user than with those who have not interacted with the brand for a long time. Find out how to reactivate users through emailing at this note .

Create clear and direct messages

How should the content of your emails be? Of course, it will also depend on the objectives of each type of message you send and the segment of users you are targeting. But beyond this, there are two premises for the content of your emailing: create clear and direct messages.

At the time of writing each email, remember that users do not read each email in detail, they scan in search of the most relevant information. Thus, you have a few seconds to capture their attention and explain the most important thing: what is the benefit you offer. For example, downloading exclusive content, accessing a discount for a certain time, information about a future event, etc.

In addition to making the benefit clear, you have to directly indicate what they must do to obtain it. For this, nothing better than a good Call to Action (CTA) so your subscriber knows what action to take next.

Let’s imagine that you offer a discount for a certain time, in that case you can clearly indicate how long the benefit expires with a timer. Also, at the end of the email you can include a direct CTA like “Access now” , “Buy” or “Redeem” .

Write an irresistible subject

The subject is the most important element in the email content. Just because it is the first impression you make on the user. Erring at this point can represent a low open rate for your emails.

Our recommendations are:

  • Less is more. Summarizing the content of your message in a single line of text is essential to capture the user’s attention at first glance. Each email provider has a different character limit when displaying the subject line, on average they range from 46 to 70 characters. Also, keep in mind that users are increasingly using mobile phones to check their emails. Thus, use as few characters as possible. Synthesize and you will conquer. For example: Checklist – How to correct all your SEO mistakes (only 50 characters).
  • Take advantage of the preview text. Known as a pre-header or pre-header, this text is what is displayed from your message right after the subject line And it helps make sense of it with the additional information it provides. In many cases, you can supplement the subject with the pre-header. For example: Subject: Let your creativity fly on YouTube / Pre-header Discover the best tools and stand out.
  • Talk about benefits. Regardless of what you offer in your mailing, if you do not make it clear on the matter, you run the risk that nobody will ever find out. It sounds terrible, but it is the harsh truth. When writing the subject, focus on the benefit, is the only thing that interests the user. Whoever receives your message will ask the following: Why should I open this email? The answer to that question is the benefit you offer and you must make it clear on the matter.

Take care of the design of your emails

How to make a mailing more attractive? precisely, taking care of the design. Even if you think that what you say is more important than what you show, the truth is that it is a bit of both.

Wording can look lackluster without good design. A good design doesn’t say anything on its own without proper wording. Incorporating visual elements that help give more strength and clarity to the message is essential to keep the user’s attention on the content of your email.

This does not have to be a problem, you can use templates to do it or take advantage of tools such as the Drag & Drop editor with which you can create exclusive designs in less time and easily. Best of all, you will have the possibility to customize each visual element of your emailing.

Schedule the sending of your emailing campaign

When to send your mailing? As you work on your email marketing strategy, you will obtain very valuable information about your audience. This will allow you to know, among other things, what is the best time and the best day to send your campaigns .

What you should keep in mind is that users receive emails on a daily basis and surely they already have an armed routine or specific times of the day when they check their inbox.

The best thing would be to send your messages at the time when users are checking their mail. This will allow your message to be placed at the top of the inbox and, therefore, you will have a better chance that your emails will be read.

To know this you can base yourself on the past activity of users with respect to your campaigns. For example, what time they usually open your messages, what time of day they have sent you a response, etc.

For many it may be a bad idea to send emails on weekends , however, for other companies this may be the main alternative. Everything will depend on the sector to which your business belongs and, of course, on the behavior of your audience.

Measure the results

Finally, when you reach the end of this journey, it is time to measure your results and then everything begins again .

Analyzing the behavior of your emailing campaigns is essential to optimize your future shipments . In this sense, KPIs or Key Performance Indicators are the key performance indicators that you can use to measure the results of your email marketing campaigns.

Some of the most important metrics in emailing are:

  • Open rate. More clearly describes the level of engagement of your audience. Indicate if your audience is interested enough in your content to open your emails.
  • Bounce rate. Lets know what percentage of the emails you send did not reach the users’ inbox. This helps you evaluate the deliverability of your messages.
  • Click rate. Lets see how many of the people who opened your email ended up clicking a link.

There are many more, of course, but with these you can start measuring the behavior of your campaigns.

So far we have come with this emailing guide. We hope you can apply these recommendations and start creating your email marketing campaigns in your business.

Do you need an email marketing solution? Discover everything it offers you emBlue !

FAQ about emailing in your business

What is emailing?

Emailing is the sending of e-mails in a massive way . With its implementation it is possible to establish a two-way communication channel between brand and customer.

What is emailing for?

Mainly, an emailing strategy serves to retain your audience, drive traffic to your website, make sales and communicate important promotions or announcements. It also allows brands to establish a non-invasive contact channel in which the user decides which communication to receive and which not.

How to put together the best emailing?

To create the best emailing campaign, you must take into account:

  • Define the objectives.
  • Create a contact list.
  • Segment your base.
  • Create clear messages and impactful topics.
  • Automate shipments
  • Measure the results

Do you want to know the ROI of your Email Marketing campaign? Keep reading

How do you know if your email campaigns really work? This is probably one of the frequent doubts when investing in this type of strategy. To be certain that you are obtaining the desired results, there is a metric that is key: ROI email marketing. In this note we tell you everything you need to measure the return on investment in your emailing campaigns.

If we talk about the best channels to interact with leads and customers, then email cannot be missing. The years go by, new channels appear, new forms of communication and yet, ROI email marketing is still the highest. According to Oberlo, For every $ 1 invested, the estimated median return is $ 42 .

These are very encouraging figures for any business that implements email marketing as a strategy. But it is also the boost that brands that have not yet taken this step need.

Now, how do you measure ROI in email marketing? And, above all, how to improve it. We give you the details below.

ROI email marketing what is it?

When you decide to invest money in a certain strategy for your business, surely one of the doubts that appears is about how profitable the investment in question will be. Fortunately, there is a way to find out and that is to calculate the ROI. But what is it? What is this about?

ROI is what in English is known as Return on Investiment and in Spanish we call Return on Investment. Basically, it is one of the indicators o KPI’s most important for a business. It is a metric that you allows you to compare the investment you have made, with the results obtained. This is essential to know how effective the actions were taken.

In the case of ROI email marketing , what it allows is to compare the investment in a campaign and the results obtained in it. In other words, how much income does emailing represent for your business.

The comparison between the investment you have made and the profits you obtained in an email marketing campaign is the most important metric, if you want to know the effectiveness of your actions. This will allow you Know if your business is generating income through email marketing , if that income is desired and if it is necessary to make adjustments to improve results.

If you want to know more about the effectiveness of email marketing, we recommend you read this note .

As we saw before, email marketing is the perfect tool to make your investment profitable., since it is a channel that generates great results in sales, but at a very low cost. Do you want to know how to measure the ROI of your emailing campaigns? That’s where we go!

How to measure the return on investment in email marketing?

The return on investment in email marketing is essential to evaluate the efficiency and profitability of your campaigns. Being able to calculate it easily is one of the ways to have this information always updated and available to introduce improvements in your strategy. But How to measure it? Where to start? Help! Calm! That is what we are here for.

The basic formula for calculating ROI is: profit – money invested / money invested = ROI (expressed in percentages).

Among the main mistakes made by SMEs or first-time companies is the lack of measurement of results

It seems very simple right? But measuring ROI in email marketing can be a bit more complex than this. we are going to know the step by step, do not miss any details!

Determine your investment

The first step in getting started calculating your ROI in email marketing is determining your investment . That is, know how much you spend on your email marketing.

In general, here enter the expense corresponding to the payment of your email service provider, that is, the payment of your shipping plan. But there are also other factors that are part of your investment, for example, the time allocated to the adjustments and implementation of the campaign. How long does it take your team to get it up and running? By determining this, you can assign an hourly rate for these tasks.

Then, the investment in email marketing would be equivalent to the cost of your delivery plan + the value of the hours dedicated to creating and setting up the campaigns.

Something interesting that we should highlight about emBlue is that you can start with a free plan, that is, your investment in this case would be much less. If you want to know the details and the value of each plan visit our note how much it costs to start an email marketing campaign .

Identify the income earned

To calculate the income obtained through mailing, it is necessary to go beyond the open rate and the click-through rate. What you need to identify is what happens to the user once they reach your website or the landing that you have created for your campaign.

How to find this information? In this case, your greatest ally is Google Analytics. With this tool, you can know the detailed path of your leads and the conversions they are making on their journey.

Did you know that by using emBlue you can integrate your Google Analytics account? Thus, you can quickly and efficiently view the traffic of your campaigns.

Calculate ROI email marketing

We come to the calculation of the ROI email marketing. Don’t worry, because this part is simpler. What is needed at this stage is gather all the data that you have obtained from your campaign and insert it into a very simple formula:

  • Earnings – investment / investment x 100 = ROI email marketing.

Let’s suppose that your business generated $ 50,000 in profit per year through email marketing and to carry out that campaign you invested $ 10,000. The return on investment calculation would be:

  • $ 50,000 – $ 10,000 / $ 10,000 x 100 = 400% ROI.

As you can see, the formula is quite simple, you just need to gather the correct data. Remember that, for this, the key is to choose the right email marketing tool . One that allows you to obtain precise insights about the operation of your campaigns .

4 ways to improve ROI email marketing

The ROI email marketing depends, to a large extent, on the practices you apply in your shipments. In other words, if you improve some of your practices and actions, you can get a better return on investment from email marketing.

We give you 4 recommendations to increase ROI and improve the results of your emailing:

Automate your email marketing

Automating email marketing can help you reduce costs and increase the ROI of your campaigns. Mainly, because the marketing automation simplifies processes and saves a lot of time .

Automating your email marketing helps you optimize the metrics of your campaigns and ROI is one of them. This is due, above all, to the fact that you can dedicate more time to the task of analyzing and making decisions based on the insights that you are obtaining. That time before you had to dedicate it to shipments, but that with automation is in the hands of the tool.

In addition, marketing automation is a great ally to generate leads.. Thanks to the fact that it allows you to send emails at the right time, it has become one of the best strategies to improve the conversion rate. This, of course, also helps optimize email marketing ROI.

Segment and personalize

Segmenting your contact list will allow you to send emails that respond to the interests of each group.. This is essential to improve your return on investment in email marketing.

Keep in mind that not all users want and expect the same from your business. Thus, It is important to first discover how they interact with your brand and what needs they have. Based on this you can deliver relevant messages.

Segmentation and personalization go hand in hand and promise very good results for your campaigns .

Work the subject line

You have 5 seconds to get the user’s attention and get them to open the email you sent. What you have ahead is the challenge of creating the best subject line for each email in your campaign .

If nobody opens your messages, your open rate can be disastrous, but also, it is impossible to have a good ROI. How do you get a positive ROI if people don’t know what you have to offer?

Therein lies the importance of working on the subject line and creating phrases that motivate users to click on each email you send.

Create better calls to action

All emails within an email marketing campaign have some call to action or Call to Action (CTA). This is one phrase or word that tells the user what to do next : Click here, Visit this note, Sign up now, are some examples.

A good Call to Action helps the user to move forward, to go from your email to the place you want to take it, your website, a landing page, your store, etc. Remember that calls to action should be short and direct. In addition, they must be differentiated from the rest of the message, with a different color or design that attracts attention.

Now you have enough information about ROI email marketing. You can use it to calculate the return on investment in your latest campaigns and discover what adjustments you need to make to improve your results. Time to analyze!

ROI email marketing FAQ

What is ROI email marketing?

ROI email marketing is that economic recovery that originate massive email campaigns, compared to the investment made to implement them.

What is ROI email marketing for?

Know the ROI in your mailing campaigns , It will allow you to know if, in addition to the relevant metrics to the email channel, your business is receiving an economic profit. If not, you can adjust your strategies to achieve it.

How to improve my ROI email marketing?

To improve the Return on your Investment in email marketing, you should take into account the following points:

  • Automate shipments
  • Segment and personalize
  • Work on email issues
  • Improve your CTAs or calls to action