Do you know where your signups are?

Here at Word to the Wise we sign up for a lot of email from our customers. There are multiple reasons we do this.

Engagement starts before the first email

These days the key to getting to the inbox is sending mail your users want and expect. We always recommend senders start the engagement process during signup. Why? Because it establishes the relationship even before email happens. People want to like the vendors and brands they interact with. A key part of that is making the recipient feel special and like they have value to you.
There are other benefits to engaging before email. The biggest is the opportunity for the recipient to look in the bulk folder for mail. When a user says “this is not spam” by moving mail to the inbox, that whitelists the mail for that user. Even better, that acts as a big positive for the email’s overall reputation. Positive signals feed into the machine learning engines and change reputation for the better.

Broken signup forms

One thing that always amazes me is the number of broken signup forms there are online. Even when the senders have effective email programs, sometimes there’s a problem with the signup.
We’ve found some recurring problems during our signup experiences.
Signup forms are hard to find. For some systems this is OK, the signups happen during checkout, for instance. But every company sending non-transactional mail to their customers should make it possible to sign up for mail without making a purchase. Make the sign up form visible!
“Rogue” signup forms. At some point site design changes and new forms are added. Occasionally an older signup form isn’t deleted and subscriptions sorta happen, but the welcome messages are sent from a system no one is aware of still being active. In other cases, the forms looked like they worked, but addresses were never added to lists. Check all signup pathways regularly!
Going through the signup process tells me a lot about an email program. Deliverability problems often start at the point of address collection.
When was the last time you signed up at your site?

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Triggered and transactional emails

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Transactional Emails: Emails sent in response to direct request by the recipient. Transactional emails are usually one-off emails. Transactional emails probably don’t need an unsubscribe link, although it may be a good idea to include one just to make people feel comfortable receiving them. Examples: password reset emails, receipts, tickets.
Triggered Emails: Emails sent in response to an action by a recipient. Triggered emails can be one-off, but can also be series of emails. Triggered emails should have an unsubscribe link, so people can stop the emails if needed. Examples: cart abandonment emails, after purchase surveys, followups to software installation.
The key difference is that in a transactional email, the recipient has asked for that particular email. In a triggered email, the recipient may very well want and respond to the email, but they didn’t ask for it.
There are, as always, some grey areas here. Is a welcome message transactional or triggered? Probably transactional, but they should always have an unsubscribe link.
What about software installation followups? We’ve been looking at some alternatives to our current time tracking software which involved me setting up accounts at multiple different SaaS providers. A couple of them had triggered welcome series. These emails let me know things I could do with the software, things I still needed to set up, and led me through the process of trying out their system.
This was mostly good, but not completely. One of the series didn’t have an opt-out link, though. That was somewhat annoying because I’d already decided the tracker didn’t do what we needed. I couldn’t make the mail stop. I think if there is one thing I’d say about mail is that senders should never force someone to receive their mail.
It’s tempting for senders to define all triggered emails as transactional. Since it’s a user action that caused the mail to be sent, it must be a transactional email. But a lot of triggered emails are triggered by actions the user doesn’t know will trigger an email. Cart abandonment emails are a good example of this, not every retailer has them and so users aren’t yet expecting to get an email if they drop stuff in their carts and then leave the site.
Overall, both transactional and triggered emails have their place in a healthy email program. But they shouldn’t be confused for one another and should be treated as separate mail streams.

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