CareCloud CDP Tips & Tricks

You have only one chance to make a good first impression. Welcome emails serve as your brand’s first contact with the customer, showing a huge potential to engage and convert. Build customer relationships from day one with these best practices.

WELCOME CUSTOMERS TO YOUR BRAND 

When a customer subscribes or registers for your newsletter, you must capitalize on this opportunity. Welcome emails showcase your brand, provide valuable resources, and motivate customers to buy for the first time. According to Invesp, these emails generate up to 320% more revenue on average than promotional campaigns.

Whether your welcome series introduces your brand, motivates the first purchase, offers educational content, or gathers zero-party data, there are a few guiding factors that improve the chance of conversion.

SUBJECT AND PREHEADER

What decides whether you open an email? The subject line and preheader. Always focus heavily on these two parts when optimizing emails.

The subject must draw attention and introduce the email in just a few words (ideally 3-6). Pursue dynamic and positive messages that are consistent with your tone of voice. 

The preheader allows you to be more creative. While it either narrows down (or sums up) your email’s message, you have more room to expand on it, up to 150 characters. Include a clear CTA, list all your benefits, and preferably use a variable with the customer’s name. 

PROVIDE VALUE

Besides showing gratitude, welcome emails should offer customers something valuable. You can either include multiple resources in one email or develop a series of welcome emails that gradually distirbute the resources.

• First purchase incentive: If you send welcome emails to customers who have not yet bought, this is a perfect opportunity. To motivate customers, offer a 15% discount, free shipping, or an AI recommendation on your best sellers.
• Links to resources: You can hardly introduce your whole brand in one email, so send links to various resources like homepage, blog, podcasts, and socials. 
• Product showcase and brand values: It’s vital you give customers a clear idea of who you are. Only truthful brands build customer loyalty. 

The true email magic happens when you combine welcome emails into a series. For example, you send the first email to greet new subscribers with a 10% discount on your product. After a day, you send the second email with helpful resources, product showcases, and links to socials/homepages. If subscribers haven’t bought yet, send a third welcome email to remind them about their discount and re-engage them. This welcome series is called the Drip campaign.

You can easily create templates in CareCloud Email Designer and include them in complex workflows through our Marketing Automation. Set trigger events, customer attributes, and other properties.

WELCOME EMAIL MUST-HAVES

While the email form is generally up to you, keep these points in mind:

• “The shorter, the better” rule applies. Two paragraphs, an interesting image (or other media), and a few CTAs with links are really all you need.
• Include contact details and social media icons with links to save up space.
• Remember to give a clear unsubscribe button. You can’t force your emails on customers who don’t want them.
• Double opt-in is becoming a best practice in emailing. It makes sure your emails are wanted and actually sent to the correct address.
• Optimize for mobile devices and dark mode.

Put a personalized product offer into your emails to supercharge your revenue and retention. CareCloud AI Recommendation Engine 3.0 combines customer profile data and product specifics to craft the most relevant offer. 

IMPROVE WITH EVERY EMAIL

The timing of welcome emails is key. According to VerticalResponse, the highest engagement occurs within 48 hours of email subscription. Additionally, Hive.co claims 11 a.m., 2 p.m., and 6 p.m. to be prime sending times. But to be truly effective, you must find the sweet spot yourself. Therefore, conduct analyses, A/B test your content, and use AI tools to guide your strategy.

Your welcome emails may decide whether the customer stays, so you should choose the proper tools to create them. CareCloud offers segmentation, an intuitive Campaign Designer, Automation, A/B testing, and Campaign Analytics to transform ideas into powerful marketing.

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