Making your Transactional Emails less...errm... Transactional - Cloud Genius Ltd

Making your Transactional Emails less…errm… Transactional

Written by John Dray (CEO)

2nd August 2021

Do you ever look at a friend, who you think has been the same for for many years, and suddenly think… they look older/fatter/thinner/different? For so long they look the same. You see them every day. They always look the same. Then you notice that there has been a huge shift. It has happened over many years, but you notice it as a single jump?

Well, I noticed that with my emails. For many years we have been sending out our Customer Satisfaction (CSAT) questionnaires through Salesforce Classic templates. They do the job, but they are ‘transactional’. Meaning that they are just barely good-looking enough to be sent to clients. It is possible to create anything with them, as they are HTML, but at some effort and expense.

On the other hand, we send out our ‘marketing’ emails through Campaign Monitor. This has a lovely editor that makes producing beautiful emails a joy. However, they are marketing emails, so if people have not given us permission they do not receive them. For many years, Campaign Monitor has had ‘Transactional Emails’, but the coding to get them to work seemed to be a lot of effort.

Then, like noticing the change in a friend, I noticed that the integration we use has a feature called ‘Smart Emails’. This gives the ability to use Campaign Monitor for our transactional emails EASILY.

In a few minutes, I created a Campaign Monitor template and replaced our outdated CSAT email. A thing of beauty! Even better, it registered a task against the client every time one of the questionnaires was sent out. Instead of a horrible link to click, the client is presented with a beautiful button.

Our CSAT response rate has improved since switching to the new transactional emails

As everyone knows, with emails response rate is one of the most important metrics.

Techy bit: even mapping fields from Salesforce to the emails is a cinch!

Our transactional emails now look as beautiful as our marketing emails!

If you would like to find out more (and use Salesforce and Campaign monitor, or would like to), let me know on this form

You May Also Like…

More free Salesforce Training!

More free Salesforce Training!

How do you learn best? There used to be a trope that some people were visual learners, some people learned best by...