When it comes to lead nurturing, customer engagement, and conversion, correspondence is crucial in digital marketing and sales funnels, and that correspondence needs to be timely and continuous. However, because continuous emailing to leads and current customers is necessary, it’s impractical and ineffective to staff an army of humans to connect essential touches will be overlooked, and messages will be inconsistently deviated.

Therefore, the prospect of automated email outreach provides the solution that a business is always communicating with potential and current customers even when it is not personally able to do so 24/7. Automation enables businesses to maintain communication at appropriate moments and assist the progression of the pipeline prospects, new and existing customers, and even lapsed customers who need to be reengaged.

For instance, an automated drip campaign ensures individuals are updated and engaged, apprised of required information, able to act when appropriate, and recipients of gratitude and acknowledgment. With automation, communication is always sent at appropriate intervals.

Why Automated Follow-Ups Improve Engagement and Conversions

Email follow-ups are needed for leads and client retention. Urgency and follow-up create many lost sales. A brand cannot exist in someone’s mind twenty-four seven; a single email sent is not impactful enough for someone. A brand can fade from someone’s memory if no follow-up is sent, but something two days later can re-jog someone’s memory. Automated follow-ups ensure that no sale or pitch is lost, as everyone will remember what was said. Automated follow-ups when executed properly keep leads warm and entertained for longer.

They serve as a reminder to people of what they may have not completed from not finishing a signup form to an abandoned cart to an email they never opened from two days ago. They also nurture the post-purchase relationship between brand and consumer, helping them feel valued and more likely to engage in a repeat transaction. For those, however, who will never engage with the brand, automated follow-up messages still assist the brand, showing that the brand still cares and providing information based on previous brand interactions that brings them back to the brand.

Where automated messaging for follow-up is available, not only is time saved, but it also increases the likelihood of turning leads into actual customers. With the proper messaging sent at the proper time, for those who need it, automation keeps people interested while teams can focus their attention on more worthwhile endeavors elsewhere.

Timing and Frequency: Finding the Right Balance

When and how often automated follow-ups should be sent is critical to effectiveness. If they’re sent too quickly after the initial contact, it’s irritating. If they’re sent too late, they’re overlooked and the prospects lose interest. It all depends on the follow-up and where the buyer is in their journey.

When are they scheduled? They receive a welcome email instantly, a secondary email two or three days later for added info or next steps. Ecommerce follow-ups are sent a few hours later if they ditch a cart, and sent a day later if there’s been no response.

As for the engagement and acclimation of sending? Whatever the case, follow-ups can be spaced two to three days apart with valuable information and in-between opportunities to engage sent in-between. The rest is up to the business owner from response rates to A/B testing.

Personalization: Making Automated Emails Feel More Human

Maybe the greatest challenge surrounding email automation is that, well, it seems automated. The greatest way to get someone to respond to a call to action in an email is to fool them into believing that you are only speaking to them. Such personalization complicity happens on the receiver’s side. Companies can personalize on their end through dynamic changes adding a name, referencing a past purchase or engagement, and changing content based on feedback engagement.

Whereas a blast is impersonal, an email that personalizes what a customer has done in the past is far more compelling. For example, if a customer views a product in their cart but fails to complete the purchase, an automated triggered email can mention that product and give a discount on it for 24 hours. Automation based on behavior provides way more internationalized information that boosts open rates and click-through rates. This is not something associated with a blast.

Furthermore, in addition to using personalized information about the recipient within the body of the email, using a casual tone and acknowledging pains that the sender knows the recipient could be experiencing makes the email more personalized and relatable. If something resonates with an interesting concern or irritation, they’re more likely to comply with what the email asks of them.

Avoiding Spam Filters and Ensuring Deliverability

It doesn’t matter how well thought out a follow-up campaign is if the emails aren’t received and sent straight to spam. Improve Email Deliverability by implementing authentication protocols and compliance best practices to ensure emails reach the inbox. Email authentication and compliance best practices guarantee deliverability. Sending from a legitimate domain, authenticating with SPF, DKIM, and DMARC, and regularly scrubbing a list of emails to whom one sends decreases the likelihood that an email will be marked as spam.

Also, intentionality behind subject lines so spam-triggering words are avoided is crucial. In addition, a suitable text-to-image ratio and sending campaigns during the times they were requested helps get messages to the inboxes. Finally, consistent monitoring of bounce and open rates should notify a company of any problems on its end before it finds itself struggling to get into inboxes.

Measuring the Success of Automated Follow-Ups

But critical analytics must be evaluated for this type of automated follow-up. Open rates determine who opened the emails. Click-through rates determine who clicked on the email links. Response rates determine how much people are interested based on how much subsequent engagement the emails inspire. Unsubscribe rates assess at the very least whether this follow-up correspondence is too much to bear.

Automating Email Follow-Ups: How to Save Time and Boost Engagement

And because they know this, they can pivot when necessary; they can A/B test subject lines, alter send times, and adjust the copy. Evaluation keeps the email funnels fresh and successful over time.

Personalizing Automated Follow-Ups for Higher Engagement

Not everyone will respond to a boilerplate follow-up; however, that’s why personalization to boost engagement is helpful. With available customer data, follow-up emails can be automated and seem legitimate. For example, they appear to come from the company and are signed with the customer’s name as a response to a customer query or recent purchase. Similarly, companies can have the same data at hand to recommend what else the customer should buy based on what they already looked at.

Another tier of personalization comes from segmenting the email list even further based on engagement and behavior. For example, the follow-up to someone who is a new lead should be different than the follow-up to someone who’s purchased previously. These customized prompts acknowledge to people that you understand who they are and what they’ve done in the past and now offer a proper exchange in return that motivates them to respond. This type of positive personalization increases conversion, loyalty, and trust.

Optimizing Follow-Up Timing for Maximum Impact

But when should this be done automatically? Ideally, as with everything when the time is right. An email sent too soon and too much after people first interact is as irritating as one sent too late and goes unnoticed. But this should be taken into consideration as opposed to judging when the best time is. You know your niche, your audience’s habits, and the engagement you’re looking to receive.

For example, the ideal time to check in after someone begins a free trial is likely in twenty-four hours because they’re getting accustomed to the product’s value, and an email will enhance the experience. But the ideal time to check in after someone leaves products in a shopping cart is a few hours after to give a soft push. Through A/B testing and analytics, however, businesses can figure out the ideal check-in times for their specific customers to make sure an email goes out during the most beneficial time.

Measuring and Refining Follow-Up Email Performance

These automated check-ins can be evaluated and tracked by performance over time. For instance, open rates determine whether or not subject lines are engaging enough for people to want to read the email. If a company provides specific links and CTAs, then click-through rates determine how interested people are. Response rates show how much emails compel people to respond, and unsubscribe rates show whether or not automated check-ins are sent too often or not relevant.

Companies only get better in hindsight. The more they understand the cadence of emails, the type of outreach messages more casual versus more professional the type of customer feedback response, the more automated follow-ups can be adjusted down the line for the best return on engagement. The more formulaic and statistical the approach, the more follow-ups will keep people buzzing in curiosity for good reason.

Scaling Engagement with Automated Follow-Ups

If I were a business owner looking for the ideal in communication, time management, and increased attention, automated email follow-ups would be the solution. Once a proper email funnel is established and deployed at proper times with proper content, businesses can effortlessly create leads, follow up with abandoned shopping carts, and easily keep an audience interested. Ultimately, success is based on the perfect balance of automation and personalization to ensure that relevant messages go out for the intended reason.

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With digital marketing not going anywhere, companies with automated follow-up will always have a leg up over the competition regarding customer service, higher open and reply rates, and conversion prospects. In addition, being able to see which campaigns perform better, the engagement rates, and changing the order of messaging over time will only keep the follow-up process in tip-top shape. Thus, the digital age will rely on email automation for fantastic customer retention and engagement for the foreseeable future.

Author

Steve is a tech guru who loves nothing more than playing and streaming video games. He's always the first to figure out how to solve any problem, and he's got a quick wit that keeps everyone entertained. When he's not gaming, he's busy being a dad and husband. He loves spending time with his family and friends, and he always puts others first.