Engage customers and grow revenue by automating these 5 emails along the path to purchase

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Email marketing tools are among the most popular in today’s customer engagement toolbox. In 2015, a staggering 73% of marketers surveyed considered email to be the core of their business. That number is up 5% from 68% in 2014. While it’s no secret that email marketing has delivered strong ROI for a number of businesses in the past , this data makes it clear that the number of companies successfully thriving in email marketing is growing rapidly.

The increased success rate is likely due to thetaiwanese number increased capabilities of email tools available to businesses. These include triggered emails, which automate the sending of welcome emails (when a prospect fills out a form), re-engagement emails (when a prospect is inactive), and post-purchase emails (after a customer makes a purchase) to business contacts as needed. Because each message is relevant to the recipient’s context, recipients find it more useful than a typical mass email. This leads to significantly higher open rates and makes them highly effective tools for triggering the next steps toward customer success.

Whether you're reaching out to a prospect for the first time or asking for a referral after a deal is closed, use these email templates to grab attention and get responses.


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Automated emails are undoubtedly a powerful tool. If you are not already using them to support your customers, consider using Vtiger's Workflows to automate some of the following popular types of automated emails. You may find it easier to move customers through your sales and marketing channels than you thought.

Welcome email offers generate 8x more conversions than traditional emails

Over 70% of customers expect a welcome email when signing up for a service or email list. When done well, these emails have four times the open rate and five times the conversion rate of other bulk emails. To take full advantage of the increased engagement, include unique or limited-time offers in the body of the email to help customers move on to the next steps. Doing this in a welcome email has been shown to increase transaction rates by 800% compared to if they were included in a bulk email.

Follow-up emails can reawaken inactive customers and clients

A “we miss you” email is like an alarm clock that wakes up inactive customers and clients. Set it off when customer activity rates have been declining for weeks or months, depending on your customer engagement cycles. Using this strategy, CNET’s re-engagement campaign successfully re-engaged 8% of inactive customers. To be successful, include a clear call to action, with a clear path for interested recipients to re-learn about new products and services and re-enter your sales pipeline.

Thank you, emails increase repeat purchases by 10%

Thank you emails are sent immediately after a customer makes a purchase to confirm and express appreciation for their purchase. They tend to have high open and click-through rates, making them a great way to motivate subsequent purchases. One way to do this is to showcase related products that may be of interest to the customer. Another, perhaps more effective, way is to offer a coupon for a limited-time discount on the customer's next purchase. Remarkety notes that one in 10 customers who receive thank you emails return to purchase again.

Transactional emails can help cross-sell and drive future engagement.

Customers spend more time reading transactional emails, such as order confirmations, shipping information, and delivery information, than any other type of email. This information typically reaches the recipient within hours or days of placing an order. Over 60% of customers said they find these emails more valuable than mass notifications and promotional emails. As with the thank you email, leverage this increased engagement by tactfully offering deals that encourage them to return to you when the next purchase is on the buyer’s horizon. Since this is often the last email a customer expects from you, those who are socially active and have had positive experiences with you may want to stay in touch. Providing links to social channels here is a great way to do this.

Bill payment reminder emails can help you avoid the stress of paying on time.

If you offer payment terms to your customers, you can save time that you would otherwise spend tracking down missed payments by automating payment reminder emails. Particularly for smaller customers, missed payments are often the result of the customer forgetting that a payment is due. An automatic and clear payment reminder received a week before the invoice is due will increase the likelihood that payment will be received on time.