7 One-to-one Email Automation Recipes That Let You Nurture Better Relationships

Crafting a good customer experience doesn’t happen by accident. You need a connected strategy to develop an excellent customer experience, or you’ll lose customers to companies that prioritize it.

Pro and enterprise tier users can now send one-to-one sales emails as part of an integrated engagement strategy. Integrated engagement lets you combine all the channels that can be leveraged within an automation — marketing campaigns, personal sales emails, text, voice, and more.

With integrated engagement, sales teams get the right data to make every conversation count, while increasing productivity by automatically sending one-to-one emails using their own inbox.

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One-to-one emails let you:

  • Use an automation action to easily send a personal email through a connected account, like Gmail, Yahoo, Outlook, and more.
  • Use personalization tags and hyperlinks in your automated one-to-one emails to nurture stronger relationships.
  • Combine marketing and sales emails to create more personal experiences across the lifecycle, retain more customers, and increase the efficiency of your teams.

One-to-one emails let sales reps engage sooner with qualified prospects, know the right time to reach out to existing customers for personal conversations, and follow-up with the personal touch at scale when it will be the most effective.

But how can you start using one-to-one emails within an automation?

Keep reading to learn (and import!) 7 new automation recipes that will let you quickly start using one-to-one emails as part of your integrated engagement strategy:

  1. New Deal Welcome Email and Call
  2. Welcome Email for New Deal
  3. Trial Sales Email Series
  4. Personal Re-engagement
  5. Important Page Visit Follow-up
  6. Multiple Page Visit Follow-up
  7. New Stage Message

1. New Deal Welcome Email and Call

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Save time when sending a personal email follow-up to a new lead after a call. This automation recipe lets you automatically set a task to contact a new deal, and then will send a follow-up from your own personal email for a better customer experience.

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2. Welcome Email for New Deal

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Wouldn’t it be great to check-in personally with every new lead you get? Automatically reach out to new deals as they enter your pipeline from your own personal email, creating a touchpoint that feels natural and not like an email blast.

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3. Trial Sales Email Series

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When people think of a trial email series, they tend to think of a more traditional marketing series of emails going to the user over the trial period that explains the features of the product and walks the client through onboarding. But what about the sales automation aspect of it?

With this automation, you can automate a sales email series to go alongside a trial. You’ll send emails at certain intervals introducing the sales agent, offering assistance, demos, and to clear up any confusion or questions the trial user may have.

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4. Personal Re-engagement

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How can you reinvigorate contacts and deals that have grown cold over time? By reaching out to them personally of course! This automation allows you to automatically reach out to deals as they’re tagged unengaged to start a conversation to re-engage the deal and help them out with any issue they may be facing.

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5. Important Page Visit Follow-up

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When’s a good time for your sales team to reach out to deals? The right time to strike is when the iron is hot — often when the deal has taken an action indicating interest. For instance, visiting an important page on your site. It could be a specific offer page, a product page, or your pricing page, to name a few.

This automation sends a personal email from your connected email address once a contact visits an important page on your website, allowing for a relevant conversation to start naturally.

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6. Multiple Page Visit Follow-up

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An even better indicator a deal is hot is when the deal is repeatedly interacting with your materials, especially your website. You can make the follow-up a snap with sales engagement automation!

This automation sends a personal email from your connected email address once a contact has visited your site a specified number of times, allowing you to naturally follow-up after they have shown repeated interest.

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7. New Stage Message

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Creating a cohesive sales flow is one of the best ways to optimize your team and create a great customer experience. Having a pipeline with clear stages and actions ensures no contact falls through the cracks and that each deal is where it should be. How can you ensure this workflow occurs without having to wait on manual input?

This automation allows you to send a personal email from your connected email address to your deals when they reach a specified stage. These emails can start a conversation, offer a demo, or outline next steps and needed actions both parties need to take.

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While it’s common to think of the customer journey as linear with a one-time pass of a lead from marketing to sales, the reality is that the customer journey is more complex. With ActiveCampaign, businesses of all sizes can reap the benefits of robust sales engagement automation, ensuring the best possible customer experience and maximizing growth potential.

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