5 Best Outbound Marketing Tools for Manufacturers

5 Best Outbound Marketing Tools for Manufacturers

With the rise of the digital world and inbound marketing, outbound marketing can get a bad rap. While it’s no longer the only way to reach potential customers, it’s still an important part of any marketing and growth strategy, alongside inbound marketing practices. This outbound marketing shouldn’t be limited to traditional media like radio and newspaper ads, though, but should instead incorporate modern outbound tools. Here are 5 of the best outbound marketing tools for manufacturers and B2Bs.

#1 Social Media

You might think that social media is irrelevant to manufacturers, that it’s just kids sending pictures to each other, rich people hawking fad diets and scam music festivals, and your out-of-touch aunt leaving odd comments on status updates.

But that’s not entirely the case. Social media has huge potential for manufacturers’ outbound marketing efforts.

How? Social media ads and their amazing targeting options.

All social media platforms have some form of advertising, and most have multiple: boosted posts, banner ads, native ads, even direct messaging ads. Not only do they offer all of these kinds of ads, they provide some of the best targeting options for running your ad campaigns.

This is because of the nature of social media profiles—users indicate their demographics, location, and interests in their profiles, likes, and other platform activity. All of that activity can be used to target the audiences who are your desired market.

You might still be thinking that as a manufacturer, you’re marketing to businesses, not people.

But, if you’ve been doing any inbound marketing, you know that even to market to businesses, you have to market to people. There are certain people at your ideal client company that are key decision-makers with regard to your product, whether that is a product designer, a sourcing specialist, or a purchasing associate. You can absolutely market to those people with social media.

For manufacturers or other B2Bs, we find that LinkedIn is one of the best outbound marketing tools available. LinkedIn has very specific targeting options for ad campaigns, down to the specific companies and job titles at those companies that you want to target.

If you want to know more about LinkedIn’s outbound marketing potential, we’ve written about it, a lot. Check out The Definitive LinkedIn Guide for B2Bs and LinkedIn Ads and B2B Marketing to get started.

#2 Google

If you know anything about the internet, you know that getting people to your site means showing up on Google. While appearing in the organic search results for the keywords you want to rank for requires a certain amount of inbound marketing savvy—lots of good content, SEO optimization, keyword research, and so on—Google is also an outbound marketing tool.

Like social media platforms, Google has advertisements. And like social media, Google is ubiquitous. If you run Google ads, they’re going to be seen. Plus, Google Ads also have great targeting options by keywords, location, and even audience behavior.

Google Ads include two distinct types of ads: search ads and display network ads. Search ads are native ads (i.e., ads that look like regular search results but are actually ads) that appear at the top of the results page on searches for specific keywords you select.

If you look at the first two or three results the next time you search on Google, you’ll see that they are actually ads, and are designated as such.

Display network ads are banner and sidebar ads that appear on Google sites and sites they partner with, like local news sites, weather.com, and a host of other national and local organizations’ websites. These too can be highly targeted.

#3 Inbound Marketing Software

Does this seem like a contradiction? Probably. But the thing is, inbound and outbound strategies should always be working together, and not only can your inbound and outbound strategies support each other, but your inbound marketing software can also help you with outbound marketing efforts.

This is one of the many reasons we use HubSpot, because there are so many great features of HubSpot’s inbound marketing software that work for outbound marketing.

How? There are a few key ways. All of the tools incorporated in your inbound marketing software such as lead management systems, prospect reports, and analytics can be used by your sales department to make sales calls and direct mail campaigns more effective. These tools can also help you see which of your marketing content is most effective and with whom it’s effective, so your outbound marketing efforts can be more targeted.

#4 Email

Again, this might seem like double-dipping, since email marketing is generally considered an inbound marketing practice. But, again, it can be both. You send emails out rather than waiting for them to come in, and in our book, that’s outbound marketing. Click To Tweet

This isn’t just an email newsletter—that’s staunchly an inbound marketing practice. We’re talking about targeted email campaigns that nurture leads and bring them into the sales cycle. Using a targeted email campaign, you can push your brand, product, or service to a specific audience that has a genuine need and use for what you’re offering.

Creating valuable and targeted messages for intuitively segmented leads can yield huge results, especially when your campaigns provide the right information at the right time, without spamming or overwhelming your leads. Using email marketing effectively can transform it from just an inbound technique to a cornerstone of your outbound strategy.

#5 An Outbound Marketing Agency

A tool is anything you use to achieve a desired end state or goal. When it comes to outbound marketing, a full-service marketing agency with years of experience is going to be the best outbound marketing tool at your disposal. Especially as a manufacturing company that may not have a dedicated marketing department or any existing marketing efforts that fall outside the umbrella of sales, a marketing agency can help you reach the growth goals you care about most.

You can do all your outbound marketing all yourself—and you can use a screwdriver to get a screw into a piece of wood… but wouldn’t you rather use a drill? Click To Tweet Hi, we’re the drill.

Manufacturers can seriously benefit from outbound marketing tools, especially as more and more of your target buyers trend online. For help developing an outbound marketing strategy that actually works, talk to Evenbound.

 

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Social Media Marketing vs. Social Media Advertising

Social Media Marketing vs. Social Media Advertising

If you don’t know the difference between social media marketing and social media advertising, it’s okay to admit it. The distinction can be a bit confusing, especially if you’re new to the social media world or to digital marketing—especially since they’re sometimes used (carelessly) as interchangeable. There is a difference between social media marketing vs. social media advertising, and it pays to know that difference and to incorporate both into your overarching digital strategy.  

 

What is Social Media Marketing?

Social media marketing is a crucial facet of any digital marketing strategy today. It encompasses your business’s online profiles on social media platforms, along with the social media activity of those platforms: posting, liking, commenting, sharing, and so on.

 

Social media marketing begins with creating company pages or profiles on relevant social networks. The networks that you choose will depend on your industry; B2Bs will likely find LinkedIn to be the most relevant network, since they’re marketing to other business professionals, while home builders and developers might make use of platforms like Pinterest, Houzz, and Instagram to show off images of their homes and properties.

 

But it doesn’t end with just a page or profile. To effectively market using social media, interaction and engagement are key. Click To TweetYou need to interact with others on the platform by liking, commenting, and sharing their content, as well as by posting and sharing your own content. This will drive engagement, which is when others interact with your content—liking, commenting, sharing, and clicking.  

 

What kind of content should you share and post? 

 

Again, this depends on the platform and your industry. Industrial manufacturers may not have much luck posting photos of their products on Instagram. (Are the insides of factories usually very aesthetically pleasing? No.) But, they’ll have more success posting content about their processes, sharing their blog content, sharing relevant articles and news from industry publications, and posting infographics on LinkedIn. 

 

Always be aware of the platform and its conventions when posting social content. 

 

Twitter is great for sharing links, but because tweets are limited to 280 characters, it’s not the place for longform content. 

 

Instagram is designed for sharing images, and while you can use an image to promote a piece of content, you can’t link from a post directly. You have to include the link in your bio, which might not be the most effective way to direct people to that link. 

 

Why Do Social Media Marketing?

One of the major principles of inbound marketing is bringing your ideal customers to you. Since your ideal customers are using social media—everyone is—having a social media presence is a necessity if you want to draw in potential customers. 

 

Social media helps create a community around your company, one that can result in sales.

 

Creating a community through social media marketing has some major benefits, like building brand awareness and helping to establish your industry reputation as an authority in your field. Also, it can establish your company as enjoyable to interact with, which can result in people converting to customers when they do need your company’s products or services.  

 

What is Social Media Advertising?

Social media advertising (also known as paid social) involves running paid ads on various social media channels, such as Facebook, LinkedIn, Instagram, Twitter, etc. These can include banner ads as well as native ads and activities like boosting posts or like campaigns. Social media ads are often charged on a pay-per-click (PPC) or cost-per-impression basis. 

 

You can use paid social to promote content, like a whitepaper or guide that your company or marketing agency has created. You can develop an ad around this content you’re offering, or boost the posts where you shared the content offer. This increases the reach of your content, which can lead to more website traffic and conversions of visitors to leads. 

 

Why do Paid Social?

Targeting

 

Promotional posts on social media don’t have a ton of reach on their own and aren’t likely to get a lot of organic engagement. Paid social allows you to specifically target audiences. This targeting is no joke, either. Depending on the platform, you can target audiences by criteria such as location, age, gender, search history, interests and activities, device use, even things like employer or job title. 

 

Since you’re paying either by the number of clicks or impressions (views) your ad gets, you want to ensure that you’re getting the most for your social media ad budget. You do this through targeting, which ensures that only the most relevant people (aka, your ideal customers) see your ads. This makes paid social a high-ROI advertising strategy. 

 

Additionally, the analytics that social media advertising platforms provide you can help better understand your audience and fine-tune your advertisements for better reach, engagement, and ROI.

 

Social Media Marketing vs. Social Media Advertising

Essentially, advertising is a form of marketing that uses advertisements, which are paid notices that appear on public platforms. Not all marketing is advertising, but all advertising is marketing. 

 

When we talk about social media marketing vs. social media advertising, however, we’re generally making a distinction between paid and unpaid methods of marketing using social media. Social media advertising refers to the paid methods (like PPC ads) and social media marketing the unpaid methods (like your social media posts and shares). Click To Tweet

 

Which is Better? Social Media Marketing or Social Media Advertising?

If you’ve read this far, you probably already know what we’re going to say: you need both. 

 

  • Social media marketing helps you build a community and foster relationships with current and potential customers—it’s a long game. 
  • Social media advertising puts your name/products/services/links in front of people who are looking for what you offer right now

 

Both of these strategies can generate leads and sales, and they aren’t mutually exclusive. Using social media for both its organic (unpaid) and paid methods of reaching your intended audience is simply the most effective use of the vast power of social media. 

Marketing vs. advertising: that is the question. Click To TweetHowever, when you use both, you can optimize your results for the best possible outcome. Not sure you have the team to handle both advertising and marketing? Get in touch with Evenbound. We specialize in both inbound and outbound marketing and would love to help. 

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How to Use Google Ads: A Complete Guide

How to Use Google Ads: A Complete Guide

If you’re considering running any sort of PPC or other outbound marketing strategy, you need to be using Google Ads. It’s one of the best digital marketing tools available to any company and when used effectively, can yield huge results for boosting website traffic, generating leads, and making sales. 

 

Here’s the complete guide on how to use Google Ads so that you can take advantage of one of the best advertising tools on the web.

What are Google Ads?

Search Ads

Search ads are a form of native advertising that appears on search engine result pages. When a user makes a query, search ads that are relevant to the keywords used in the query will appear at the top of the page as a sponsored result. These search ads look very similar to the organic search results that appear below them on the page. 

Google Display Network

The Google Display Network is a network of sites from Youtube to Weather.com to your local news station’s website that partner with Google and host advertisements. Unlike paid search, these advertisements appear directly on sites in the GDN, in banners, sidebars, etc. Rather than appearing as search engine listings, they appear as clickable images, which you can design. 

 

The Google Display Network allows you to target audiences for your ads based on location, the sites they’re visiting, their search history, and remarketing lists. Click To TweetThese types of ads can help you reach internet users who have not yet searched queries relating to your keywords.

Why Use Google Ads?

Google Ads has a lot of great features, including comprehensive and relatively easy to understand analytics so you can gauge the success of your campaigns, optimize future efforts, and measure marketing ROI. You can target very specific audiences and appear in searches for critical keywords, as well as selectively bid on cost-effective keywords and targeting options to maximize your marketing budget and ROI. 

 

Not to mention, Google is the internet. Nearly all online searches in the US are performed using Google, and there are thousands and thousands of sites, local and national, in the Google Display Network. Google Ads will get your ads seen, no question.

How to Use Google Ads

Create a Google Ads Account

 

#1 Go to ads.google.com and select “Start now.”

 

 

#2 Select your main advertising goal.

 

 

#3 Enter your business name and website.

 

 

#4 Choose your geographic area.

 

 

#5 Enter your products and services.

Once you’ve entered all of this information, you’ll be ready to start your first campaign.

Create a Campaign

In Google Ads, a campaign is an overarching category containing ad groups. Ad groups are sets of keywords and associated ads.

Initial Setup

If you’re creating your first campaign immediately after entering your business information and creating your account, you’ll be taken right to creating your first campaign. If you’ve already created an account, log in to your account and click the + icon on the Campaigns page. 

 

From there, you’ll need to select the network you want your ad to appear on (i.e., search network or display network). Note that you can have your campaign run on both the search and display networks at the same time, or just one of those networks. You’ll also need to set a goal for your campaign (sales, leads, or website traffic are the options Google provides) and name your campaign.

 

Then you’ll select the locations where you want your ads to be shown. This can be general, like the whole US, or more specific, like the region, state, or city. You’ll also want to select the languages your potential customers speak.

Bidding

Next, you’ll be prompted to choose a bidding strategy. Since Google Ads are pay-per-click (PPC) ads, each time someone clicks on your ad, you have to pay for that. 

 

Bidding allows you to limit the amount you spend on your campaign for maximum ROI. The interface offers you many different bidding strategies depending on your campaign goals, including maximize clicks, maximize conversions, target page search location, target outranking share, target CPA, target ROAS, enhanced CPC, and manual CPC.

 

Then enter a daily budget for your campaign, based on how much you want to spend on that campaign.

Ad Extensions

You’ll then be prompted to enter start and end dates for your campaign, as well as ad extensions. 

 

Ad extensions are extensions of your ad: they allow you to include additional information like an additional sitelink, more business information (like hours or storefront location), or a phone number. 

Choose Keywords

Keywords are the key to effective Google Ads, and effective PPC ads in general. You’ll need to select keywords that are: 

  • Relevant 
  • Specific

The Google Ads platform has a keyword planner that can be useful in generating keywords. Under “Get keyword ideas” you can enter a related website or your product or service, and the keyword planner will suggest possible keywords. 

 

If you’ve already been doing some digital marketing or updating your website, you may already have a keyword strategy in place and have some specific keywords, based on research, that you want to target.

Track and Review Metrics

In the Ads interface, select the tool icon in the top right corner, then select “Conversions.” Then select the + button, then select the type of conversion you want to track: website, app, phone calls, or imported from another system. From there you’ll define and categorize your goals, and add a global site tag and event tag to your landing page to track the conversions.

 

To review your ad performance, start at the Overview page. You can customize the line chart that appears to show you the data that is most interesting and relevant to you, such as clicks, conversions, conversion rates, and cost per conversion.

 

The tiles below the chart display useful information and data trends, such as which devices are accessing your campaigns, or your campaign activity today compared to the average number of clicks over the course of the campaign.

 

Google Adwords is a powerful tool when used properly. If you don’t have the team to manage it, a digital marketing agency can help

 

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3 Outbound Marketing Strategies That Actually Work

3 Outbound Marketing Strategies That Actually Work

If you’re into digital marketing at all, you’ve probably heard that outbound marketing strategies are over. And in a lot of ways, they are. Today’s consumers don’t answer cold calls, they hate being sold to with scammy commercials, and they’ve set their email inboxes to automatically filter out promotional emails. Outbound marketing, in the old, Don Draper version of itself, no longer exists. And if it does exist, it very rarely works.

via GIPHY

But that doesn’t mean that all outbound marketing is done or totally ineffective. It just means that we marketers have to change the way we approach outbound marketing.

If you’ve read our blog before, you know we’re inbound marketing junkies. It’s a way of life, and we love it. Inbound marketing is absolutely the marketing tactic that speaks to today’s consumers, and we often use outbound marketing tactics to bolster our inbound marketing strategy.

When used with tact and purpose, 21st-century outbound marketing tactics are an excellent way to draw more leads into your inbound marketing flywheel.

Not quite sure about that? Let’s take a look at three specific outbound marketing strategies that will actually work to draw in new, qualified leads:

PPC and Paid Search

Pay-per-click and paid search advertising are amazing ways to draw in new traffic. We especially love them for our clients who are just setting up a new website. Since it takes time for Google to crawl and index new websites, paid search is a great workaround to draw in new, qualified leads immediately, until the organic rankings can catch up.

PPC is considered an outbound marketing tactic because you’re paying for it. Instead of letting consumers come to you, you’re pushing your message out to them.

However, unlike outbound marketing tactics of the past, paid search can be highly targeted to address only the consumers who are actually good fits for your product or service. We’ve written extensively about PPC, so I won’t dive into it too far in this blog.

If you want to learn more about PPC specifically, check out this page, or this blog about optimizing your PPC budget for targeted results.

For the purposes of this blog, all you really need to know is that by bidding on quality, long-tail keywords that are relevant to your product or service, you can put your company front and center on the search engine results pages your target buyers are looking for.  

Paid search is a great way to get in front of the audience you want, pulling more of those qualified buyers into your inbound marketing flywheel. Click To Tweet

While it is an outbound marketing strategy, it’s not abrasive or in the consumer’s face. Instead, it offers a product or service that’s relevant to their search, and then it will bring them to your website, where you can use other inbound marketing tactics to further nurture your lead. It’s the perfect example of inbound and outbound marketing strategies working together to grow your company’s revenue.

Social Media Advertising

Don’t tell me you’ve never clicked on a Facebook or Instagram ad.

via GIPHY

Girl, same.

Social media platforms like Facebook and Instagram are so good at delivering tailored, personalized content to their users, and social media advertising is one way to take advantage of those platforms.

When you have a clear picture of who your audience is, you can develop social media ads that speak exactly to your target buyer. Social media platforms have robust demographic and targeting features that allow you to ensure your selected audience is very specific and highly likely to have an interest in your product or service.

Remarketing ads are a great example of social media advertising as an outbound marketing strategy that actually delivers. They follow someone who has actually been on your site and who has interacted with your content and maybe even thought about downloading a content offer or making a purchase.

When that prospect navigates away before making a purchase or download, they become a candidate for your remarketing ad. Now, when that prospect heads to their social media page, they’ll see an ad for your product or your brand on their social media feed. This remarketing ad is the perfect way to keep your company top-of-mind and keep calling those prospects back to complete their action.

Remarketing and other forms of social media advertising are especially effective outbound marketing strategies because they’re not delivering your message to just any consumer. They’re directed at specific individuals who are likely to, or who already do have an interest in your product or service.

Targeted Email Workflows

Many people don’t consider email to be “outbound marketing”. But, if you’ve ever gotten an email from a bot or about 15 follow-up emails from an insurance company you didn’t reach out to first, you know that’s just not true.

There's a right way and a wrong way to do outbound email marketing. And the first rule is to only email people who want to be emailed. Click To Tweet

(Check out the Golden Rule of Email Workflows here.)

Targeted email workflows work best if you have obtained contact’s email addresses in a white-hat way. That means, they gave you their email address, whether through a subscribe button or by downloading a content offer.

Buying email address is not quality outbound marketing. It’s obnoxious, and it’s unlikely to deliver any kind of quality ROI.

From there, you can use targeted email workflows to nurture specific segments of your email list according to their pain points, challenges, and needs. You’re reaching out to a client, so it is an outbound marketing strategy, but you’re doing so with the prospect’s best interest at heart, which is why it will be effective.

Again, we won’t go too in-depth here, because we have a lot of other resources about email marketing. See: Amp up Your Email Marketing Strategy: Use Segmentation.

The key takeaway here is that when you use email workflows to genuinely nurture leads with content they care about, and that solves a problem of theirs, you’re using outbound marketing to keep drawing new prospects back into your flywheel.

Bottom line? Outbound marketing, or the process of marketing by reaching out to consumers, leads, and prospects, is still a viable way to market. When you use outbound marketing strategies with 21st-century consumers in mind, you can actually produce some significant results.

Want to learn more about how outbound marketing can deliver you quality leads, right now? Let’s chat.

Outbound marketing is tricky in a world of consumers who don’t want to be sold to. We can help. Digital marketing, both inbound and outbound, is our bread and butter, and we’d love to see how our tactics can work to grow your company!
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Email Workflow Best Practices that Convert Leads and Close Sales

Email Workflow Best Practices that Convert Leads and Close Sales

Email workflows are an excellent tool for pulling qualified leads through your sales cycle. When you set up an email workflow, you already know who you’re talking to, you have an idea of what they’re looking for, and you have a solution to their greatest pain points. One of the best lead nurturing tools in an inbound marketer’s toolbox, email workflows allow you to speak directly to qualified leads and offer them helpful, relevant content that draws them closer to making a purchasing decision.

Since email workflows are so integral to the digital marketing process, it’s important that your email marketing strategy is rock solid. Too many emails, and you risk alienating customers. Too few emails, and you won’t see any progress on the length of your sales cycle.

We’re going to look at a few key email workflow best practices you should be implementing convert leads and close sales as best possible. But before we do, let’s start with the two most important rules of the email workflow:

The Golden Rule of Email Workflows

The golden rule of email marketing, whether you’re creating a workflow or just sending out an email to your subscribers is this: Don’t be annoying.

Seriously. I know this sounds simple, but it’s more tempting than you’d think. The, “oh, I’ll just send out one more email” feels are real. Try not to give in to them, and for the love of everything, please don’t spam people.

Try to limit your emailing to just two or three emails per contact a week, tops.

 

And if someone unsubscribes, let them. Embrace your inner Shania Twain and remember you’re better of without them. Do not. Repeat. Do Not. Continue to email them.

The only thing that will do is earn you angry people who are definitely no longer customers, and who now have a bad taste in their mouth about your company.

Not sure if you’re emailing too much? Imagine you were receiving all of the emails you are sending. If you’d be frustrated at getting yet another email from a peppy sales rep who doesn’t actually know that much about your company, it’s probably time to lay off.

The Silver Rule of Email Workflows

We’re not sure if “silver rule” is a thing, but if it is, always be offering something, would be it for email workflows.

If you take just one thing away from this blog, it should be to always offer something in every workflow email you send.

Whether it’s a relevant content offer, a chance to meet with a sales rep, or a free trial of your software, every email you send, especially in a workflow, should offer up something that keeps your prospective clients moving through your sales cycle.

For more email marketing no-no’s, check out 8 Bad Email Marketing Habits Killing Your List.

Email Workflow Best Practices

With those two very important rules of email workflows in mind, let’s move on to some of the ultimate email workflow best practices that can help you convert leads and close sales:

Set a Goal for your Workflow

Before can get started developing a workflow, you have to know what your goal for the workflow is. Do you want to:

  • Set up a phone call?
  • Encourage another content offer download?
  • Get a lead started on a free trial?

Every workflow has an end goal. Before you can write your content, and even decide who you’re talking to, you have to have that goal in mind.

Define Your Qualified Lead

Most email workflows are triggered by an action that indicates a site visitor is a qualified lead. You need to define what that action is, and what a qualified lead looks like before you can launch that workflow effectively.

Let’s say the goal of your workflow is to set up a call or meeting with a prospect. Actions that might qualify a lead for this workflow could be:

  • They’ve downloaded multiple content offers that speak to consideration stage questions
  • They’re halfway through their free trial of your product
  • They’ve already talked to your marketing department
  • They’ve visited specific pages of your website multiple times, and for consistent periods of time.

Each of these actions tells you that the lead is already slightly invested in your company. They might like your content, they’re possibly enjoying aspects of your product, and they could even already be familiar with your marketing team. When they’re invested in what you’re offering, and know a little bit about you and your company, they’re a qualified lead. You just have to decide what that looks like. For more help defining your qualified leads, check out this blog on email marketing segmentation.

When you’ve defined what a qualified lead means to you for this specific workflow, you can get to actually writing and building out the email workflow directly for that qualified lead.

Identify Relevant Content

Now you know why you’re writing an email workflow, and you know who to write your workflow to. Let’s figure out what you’ll write about.

A traditional email workflow is about three emails long. You can always make them longer if you need, and if a lead converts right away, the workflow will bail on them.

I find that the easiest way to start writing an email workflow is to work backward. Look first at what you’re offering in each email before you start writing the content. (You are offering the lead something in every email, right? If not, see above for the Silver Rule of Email Workflows.)

For example, you know that your last email is going to offer up your schedule for your lead to set up a time to chat. The content of that email should lead up to that last call-to-action, and could look something like this:

Hi John,

I hope you’ve found our Complete Guide to Opening Coconuts helpful! If you have any questions about the guide please don’t hesitate to reach out.

I know you’ve had a great deal of interest in coconut cracking lately, and I think our Extreme Coconut Machete might make the perfect tool to help improve efficiency at your coconut water bar. Would you like to learn a little more about it?

To set up a time for a brief chat with me, please feel free to add a meeting to my schedule.

I look forward to connecting with you soon!

 

All the best,

Toucan Sam
VP of Sales
EZ-Open Coconuts, Inc

Every aspect of this email is leading up to that final call-to-action. Let’s take a closer look at how this workflow is working specifically to convert that lead.

Keep Emails Short & Include Questions

The above email from Toucan Sam is an excellent example of a workflow that is short and to the point, but that still entices a lead to continue moving through the sales cycle.

The email opened with a line that reminded the prospect why Sam was emailing.

Then, it offered a bit of helpful information that was specific to the prospect. John has a coconut water bar, and Sam’s product could help him improve his business’ efficiency.

In just two lines it’s immediately clear why Sam’s product would be helpful to John, and how he can learn more about it. Including a link to a calendar is especially useful, because the prospect can easily schedule a time to meet that is convenient for both parties. Click To Tweet

It’s important to keep workflow emails short — definitely no longer than a page, but preferably no more than a few very short, one to two sentence paragraphs.

Remember: Design Counts

It’s also good to think about the design of your workflow emails.

They should be relatively minimalistic — you don’t want too many pictures or too much information distracting your prospect from the message — but they should include basic things like your logo and possibly your social media buttons.

The email should be clean and clearly laid out so the prospect can scan through quickly, without missing too much of your message. Put the most important messaging at the very beginning and very end of the email, where people are sure to see it. Bolding and bullet-pointing key callouts can also help draw attention to the content you want prospects to see most.

Personalize Email Workflows — Both To and From

A great email workflow best practice to remember is not only to personalize emails for the receiver but also from you. Users are more likely to at least open an email if it looks like it's from a real person, rather than from a company. Click To Tweet And getting prospects to open your email is half the battle!

It is also good to personalize emails for the recipient, as well. Most email workflow services, like HubSpot or MailChimp, will auto-fill names and company names, along with a bit of other information for you. It’s a simple step that can make a big difference, so don’t forget!

Send Test Emails

Always, always, send test emails. And open them. And click all of the links.

You’d be amazed at how easy it is to forget to add in a link or to accidentally link to the wrong page.

You’ve spent a lot of time finessing your email, and you only get one shot to send it out. Make sure everything works the way it should before you hit that send button.

Send First Workflow Email Within 24 Hours of Qualifying Action

Set your workflows to go out as soon as possible after a lead completes a qualifying action. If they sign up for your newsletter, make sure your follow-up email goes out as immediately as possible.

If your sales team is working to follow-up after potential clients download a specific offer, try to have that first workflow email go out within an hour of their download. That way, your company is still fresh on the prospect’s mind and they’re more likely to respond.  

Give People Time Between Emails

You want your first email to go out quickly, but that’s it. The other emails should take a little bit of time, in respect for the Golden Rule (see the top of this blog if you’re skimming). Don’t send any more than one email in a 24 hour period. And if you can wait a day or two between emails, that’s even better.

Every industry and every company will see different results from different tactics, so you will have to do a bit of testing to see how often and how quickly to send your follow-up emails for best results.

That said, a good rule of thumb is the less spammy, the better. You want to remain top-of-mind, but not at the expense of your lead’s experience with your company.

Make It Easy to Unsubscribe

As we mentioned in the Golden Rule at the very top of this blog, your goal with an email workflow is not to trap an unwitting consumer. Rather, you’re working to offer up relevant, helpful content that solves their pain points, and shows them of your authority in your industry. If they don’t want your help, you have to allow them to unsubscribe.

Not only is this ethical, but it’s better for you. If you have a bunch of dud leads who qualified accidentally, or who aren’t quite ready for your services, it’s better to let them go than have them skew your email metrics to show that your messages aren’t performing.

All of that goes to say — make it easy to unsubscribe.

You don’t want to waste your time on unqualified prospects, and they don’t want to hear what you have to say. Let them go.

Don’t Use Attachments

This last point is truly an email workflow best practice: don’t attach content to your workflow emails. Nearly every company tells employees not to open emails with attachments from strangers, for the very real reason that it could be a hacker or a virus. When you attach your content offers and additional relevant content to emails before someone has asked for it, you seem fishy. (Phishy? See what we did there? 😉)

Instead, offer links to a landing page where prospects can download your content offers or digital links to content offer PDFs. This will help increase your open rate, and likely your response rate, too. You always want to be offering something, in every workflow email, but it has to seem legit if you want people to open it.

Whew. That was a lot.

There’s a lot going on with email workflows. They seem like such simple pieces of content, but there’s a great deal of work that goes into them, from deciding what you’ll offer to crafting a series of emails that will work to pull your ideal prospects all the way through the sales cycle. Hopefully, these email workflow best practices will help you put together a workflow that converts leads and closes sales.

Still struggling with your email workflows? We get it. Let us know how we can help!

From cleaning up your contacts to developing workflow content that speaks directly to your target audience we’re email workflow pros and we’d love to help you beef up your email marketing strategy for overall business growth.

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