Setup These Automated Emails
written by Allan on January 18, 2011
We have many automated emails on LessAccounting. Most don't apply to your application, but here are a few that might.
| When: | At registration |
| Content: | Hi you're registered. |
| Purpose: | ITS EXPECTED: personally I think everyone just deletes these emails. |
| When: | 5 Days after signup on a week day, at 8am est. |
| Content: | Email from me (Allan), I'm inviting them back and asking if they'd like further help. |
| Purpose: | USER RETENTION: Users often get frustrated, get busy and distracted, this email will bring them back to you app. We receive 15% of these emails replied to thanking for the email. Perhaps we're letting the cat out of the bag here but these emails work. BUT for them to work you cannot email the user for 5 days. A constant stream of emails at the same time do not feel natural or genuine. |
| When: | Every Monday Morning. |
| Content: | Summary of your spending, who owes you money and who you own money to. |
| Purpose: | VALUE: It's Monday and you're starting your week, you need to get an overview of your money. |
| When: | 7 days before their credit card expires |
| Content: | Help the user change our their billing information before there is a lapse in their account. |
| Purpose: | PREVENT A FUTURE ISSUE: Lapses in billing cost you money and can (depending on the app) give them a gap in their account data. |
The Goal
Every automated email should have a real purpose. You don't want to pester your users, you want to inform them, if you're trying to engage the user, asking for feedback, inviting them back, asking them if they need help you don't want to sound robotic. Remember every email is a reminder why they should pay for your app or a prompting to cancel their account with your app.
Read my last article on writing better automated emails.
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Allan loves his family more than breathing. He lives in Panama City, Florida & grew up washing cars at his family's car washes. Oh and Allan hasn't worn underwear since 2004.

3 Comments
As a Less Accounting user and one who leads the cheerleading squad for my own clients to use it, the emails Less Accounting send not only have function, but truly are for MY benefit each time I receive a dialogue, The tone is always that the dialogue is presenting the opportunity for me to be my best self in business….with spot on information vital to my success. No wonder Less Accounting continues to be my resource for business accounting!
My insurance company sends me the pre-billing email and I love it. But if it were a small charge (<$20) I think I’d be annoyed.
I have to admit, that 5 day e-mail sold me completely. I knew it was automated but it was nice. It’s the kind of thing that takes customers from just customers to fans. I definitely get my butt in gear when I get a “Case of the Mondays” because it means someone owes me money and it’s time to start the day and go kick some butt. Thanks for sharing your strategy!