Transactional Email Design - Good Practices

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Reddi2
Posts: 361
Joined: Sat Dec 28, 2024 7:24 am

Transactional Email Design - Good Practices

Post by Reddi2 »

Transactional emails are usually sent directly from CRM and CMS systems. It so happened that by default such systems send out default emails written in a simple text format (without any design at all). On the one hand, this is practical, since it saves the time of programmers, and they are the ones who service all complex IT systems, which include CRM and CMS, but on the other hand, marketers suffer, since the company or business does not use 100% of the powerful communication channel with clients.

Below we will try to correct this global injustice and convey the usefulness of the visual component in simple informational and transactional letters.

What are transactional emails?
The English word transaction is translated as "deal" or a hungary phone number data situation/action confirming the fact of purchase. From this we get that...

Transactional emails are emails that confirm the fact that the user has performed certain actions, as well as actions in relation to the user (as part of supporting a previously completed transaction).

Typically, transactional letters are technical notifications (alerts) about:

making an order or purchase;
the fact of registration on the website or in the application, bonus program;
the fact or need to change the old password;
an upcoming payment for a previously issued subscription (about a low balance on the personal account);
confirmation of the fact of subscription to receive advertising messages;
changes in the rules for using the service/website;
changes in work schedule;
statuses of work with an order/product;
upcoming meeting/date of service provision;
a new invoice issued for payment.
Etc.

All these messages and letters can be called service ones.

Unlike classic marketing emails that contain advertising, albeit indirectly, transactional emails are not subject to the requirements of legislation regulating work with advertising and spam.

Technical messages and notifications that help track the status of transactions and facilitate service are not classified as advertising, so they do not require mandatory consent for mailing.

Transactional emails are usually sent immediately, when a certain event occurs. The mailing is carried out individually or in bulk if the event affects a large number of users at once.

A certain business software or automation system, such as a CRM (customer relationship management system) or a CMS (content management system, also known as a “website engine”), is usually responsible for initializing the sending.

The designated systems have standard or customized email templates for sending various notifications in response to user actions or when a specific event occurs (for example, when a delivery delay is detected, etc.).
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