Category Archives: Dynamic Content

Another Year, Another Look Back

Nearing the end of the second year of the pandemic, it’s time for our annual look back on the year in email. As with the year before, many of us spent the year under at least partial lockdown. The businesses that could, continued to engage in email marketing. The ones that couldn’t…, well, the ones that couldn’t went out of business. A few companies stopped sending emails at the beginning of the situation back in 2020, only to discover that this wasn’t the right approach. When those companies started sending again, they found their deliverability had slipped (see Coming Back After Quarantine for more on this).

Looking back on this year’s mailings, one thing is readily apparent: email marketers have gotten far better at their jobs. There were far fewer mail merge and dynamic content errors this year. We’re also seeing a shift to simpler designs based on what works in email rather than what a graphic artist thinks is a good-looking composition. This is a double-edged sword, however. While it led to fewer mistakes, it also led to an increase in fairly uninteresting email designs. Most of the mailings we received this year followed the same header, hero image, text, and footer block format that you’ll find in every email template. It’s a good format, but when you see it too often your brain stops registering both the design and the content, and that’s never a good thing.

We’ll start with the gaffe heard round the world.

Testing… 1…2…3…

On June 17th of last year, all 44 million subscribers to HBOMax’s mailing list received the message shown above. People immediately started posting to Twitter about it. HBOMax went on Twitter to explain that it was an intern who made the mistake, promising to help the intern through it. This led to even more posts, with people defending the intern and admitting to some terrible mistakes of their own that they made while working as an intern. In one case, a person tweeted:

Proving things can always get worse.

They call me Hell. They call me Stacey.

Over the past few years, I’ve received many emails that began:

“Dear [first name]”

That has mostly gone away. Marketers now know that an attempt to be personal that fails has exactly the opposite effect. I also saw far fewer typos, which is probably a side effect of the improvements in spelling and grammar features and apps such as Grammarly.1

Now that marketers have learned the dangers of empty fields in their mail merges, some have made sure that there is always a first name to refer to in the subscriber data. This can also come at a cost. In this example, somewhere along the line, someone in the office decided that my first name was Greg (it’s not). This might be even worse than a dangling comma or a placeholder. At least there’s no confusion over whether or not the email is intended for me. Maybe there’s some guy named Greg out there wondering why he hasn’t heard from them.

Sometimes an ampersand remains an ampersand

Mojang, the creators of Minecraft, have been owned by Microsoft since 2014. You’d think with a company like that behind them, you wouldn’t see these kinds of simple coding errors in the emails, and yet, here we are. “'” is a standard way to add an apostrophe in HTML, but I can’t see anyone doing that in email. More likely, the coding information got screwed up. Either way, a test send would have caught the problem.

Ma, fetch me the magnifying Glass!

I talked about this last year, but every year there are always a few people who haven’t learned that not everyone reads their emails on a desktop monitor. In fact, less that 20% of email is opened on the desktop now!2 Some graphic artists still like to design their emails like they’re pages from a magazine. Most email marketers have learned to either use media queries to make their mailings responsive or, at the very least, mobile friendly. Yet, there are a few who haven’t received the memo. It’s probably not coincidental that these examples come from sources with smaller email lists. Five years ago, this wasn’t at all uncommon, but the fact is almost everyone is reading email on their phones these days, and this type of email design is a relic of the past.

Hey! Who turned out the lights?

In 2020, there was a lot of chatter in the email marketing community about “dark mode.” A feature of many mobile devices, dark mode inverts the display, making the background black and the lettering white. This works well in most cases, but marketers who like to use unusual background and type colors could find their results turn into something strange if they’re not careful. The biggest problems occur with images, and specifically with PNG logos. Dark mode can’t invert a black logo with a transparent background, so the result is a black logo on a black background. Not exactly eye-catching.

Unsubscribe? Good luck!

One thing you never want to see when you click unsubscribe is a placeholder. This is from a Klaviyo service, but I doubt that ESP is entirely responsible, more likely someone was trying to set up their own unsubscribe page and did a poor job of it.

By far the worst offender when it comes to emails is Warby Parker. Clicking on their unsubscribe button, I received this notice:

On my laptop, this was showing up as DNS not found. On my desktop, I received the warning above. As you might imagine. Warby Parker’s emails now go to my spam folder.

Click to go…Oops!

Some years, we received dozens of emails with broken or missing links. I was expecting dozens of these around the holidays—a prime time for this sort of thing when companies go into panic mode making sure their mailings get out on time—but this year there was far less of it than in the past. Of course, the thing to do is exactly what New York Magazine’s The Strategist newsletter did here, although few senders get this creative with their mistake.

You Already Said That

Forgetting a link is embarrassing, but how about sending out an email you already sent? I know that sometimes marketers will do this on purpose, but that’s clearly not what Skyword’s CEO Andrew Wheeler had in mind with his Content & Context newsletter. He admits it in the green subhead and the “Oops, wrong newsletter” in the subject line Fortunately, the marketing team was on the ball, and it only took a couple hours to straighten everything out.

Unclear on the Concept

There will always be spam, and if you want to see bad email formatting and grammar mistakes, you’ll find there’s no shortage of them in your spam folder. My personal favorite is when the spammer decides to send their email as a graphic (sometimes base64 encoded as well). This does get past the filter more often, and the spammers probably consider this a win, but while that email might just reach the inbox, they’ve lost the war. Any links they included are lost. By far the worst example of this I received was one that asked the recipient to cut and paste a long code number in order to deposit money into a bitcoin account. They didn’t stop to consider that you can’t cut and copy a number from a graphic (go ahead and insert your favorite Jean Luc Picard facepalm gif here).

And while we’re on the subject of spam, this one is one of my favorites:

It’s just ordinary spam, but I like the way it pretends to be about helping you avoid being a victim. Isn’t being a victim what spam is all about? It’s a bit like the used car dealer that calls himself “Honest Abe.”

That’s it for this year. If nothing else, this year’s mailings showed more people paying attention to the little things, or, at least, the use of templates has reduced the errors.

Go to Goolara website

1. I’d include autocorrect here, but that feature, while good at correcting typos, sometimes leaves things unintelligible. I’d include a link here to the Damn You Autocorrect website, but it’s definitely NSFW.

2. This statistic is taken from SuperOffice’s article on the topic. Naturally, there are some discrepancies between various sources as to the actually number, but most agree that mobile device email viewing now far outstrips desktop viewing.

© Goolara, LLC, 2022. Unauthorized use and/or duplication of this material without express and written permission from this site’s author and/or owner is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to Goolara, LLC and the Goolara Blog with appropriate and specific directions (i.e., links) to the original content.

Happy New Year?


We assume most of you are glad to see 2020 come to an end, not that it looks like things have improved with the new year just yet. For email marketing software providers (ESPs), 2020 was a mixed bag. On one hand, many businesses relied more than ever on email to get the word out about their products. On the other hand, many businesses couldn’t weather the lockdowns, with restaurants being especially hard hit.1 Now that the longest year in history is finally over, and it’s time to look back on the emails from the past year and see what people have been doing.

One thing we noticed was that there were a lot fewer really terrible mistakes in email. Some of this is, no doubt, because most ESPs now offer templates and drop-and-drag options that can help avoid serious HTML mistakes. Another possible reason is that many companies have streamlined their email design to use a branded template each time. That doesn’t mean the year was without its missteps. Here are a few.

Don’t Bother to Phone

Dreamstime got the year off to a bang-up start with this unreadable mess. It looks fine on the desktop and on iPads. The content is black, and the backgrounds are white. That all flies out the window on the iPhone. This is one case where simply reducing your window size in the browser is not going to help you see what’s going to happen on a phone. This might have been spotted if someone had bothered to look at the email on a phone, or, at least, ran it through an email preview service, such as Litmus, Email on Acid, or proofjump, although Apple plays by its own rules sometimes, so even the services that offer testing across multiple devices and browsers don’t always catch these iPhone issues.

A Common “Type” of Problem

While we’re on the subject, even if you’re not using media queries to make your mailings more responsive and readable on phones, you should still make sure they are readable on any mobile phone from an iPhone 3 on up. It’s a problem that is all too common across the board. Getting the font size right can be tricky. A larger font may look good on a phone but looks goofy on a monitor. A smaller font may look great on a monitor but is rendered unreadable on a phone. In the examples shown above, the one on the right looks fine, but the one on the left is virtually unreadable on any but the largest mobile phones. You can turn the phone sideways, which helps, or you can pinch and spread the image to make the type larger, but this means scrolling back and forth as well as up and down just to read the thing.

Ironically, the example on the left has twice as much formatting information in the style tags as the one on the right, including 24 media queries. Unfortunately, none of them address the issue of font size, so you end up with an email that is unreadable on most iPhones. This is an easy one to solve, and you don’t need any media queries to do it. A font size of 14 pts works for both the desktop and smartphones.

See: Data

Here’s a disaster that never should have happened. There were so many things wrong with this mailing. It started with the CDATA expressions and media queries in the head that are hidden in CSS comment tags. Problems are compounded when the width of the email and the width of tables within the email don’t match. The end result was to cause the tables to stack and push the content to the side forcing the comment widths into their smallest setting. The whole thing looks even worse on a phone.

Fun with Templates

I don’t have to even say anything about this one. This apology email from Really Good Email actually says it all. It’s also worth noting that this is as true of a template you’ve been using for a while as it is for a new one. For instance, look at the footer on this mailing from Dangerous Minds:

This is, most likely, a Mailchimp template. I’m sure when it was created, an icon for Google+ was worth having, but that platform has been gone for over a year. If you are using the same template for more than a year, you’ll want to look at that footer and make sure you’re not doing the same thing. It’s also worth mentioning that CAN-SPAM requires an actual physical address. “Los Angeles, CA” doesn’t really qualify.

First, Tell Me Who You Are

While we’re on the subject of CAN-SPAM violations, this one from Babble, a language learning service, certainly qualifies. First, here’s their footer.

It looks legitimate enough. They’ve included their physical address, and there does appear to be an unsubscribe link. But when you click on the unsubscribe link, you are presented with this screen:

Hello? You want me to log in to unsubscribe? This is a clear violation of CAN-SPAM.

GUESS who?

An even more aggravating violation of CAN-SPAM comes from GUESS, a fashion company best known for their jeans. I received this email the other day:

As my name is not Jacob, it’s apparent that someone signed up with the wrong email address. That’s fine. Things happen, especially with this particular AOL account (which I stopped using a long time ago, but still check it regularly). But when I clicked the unsubscribe link I was taken to the main page of the site with no instructions on unsubscribing. Sometimes when this happens, it is because the emails are being sent out transactionally and you have to change the settings on your account to stop the mailings. This is the reason you see so many people complaining about the email from sites such as LinkedIn and Quora. When I went to the sign in, it asked for my password, so I clicked “Forgot password.” At this point, I was told that no such account existed. This means the “Jacob” must have corrected his email address at some point, but the email department at GUESS Jeans didn’t get the memo. There’s only one recourse at this point, and that is to report them and start marking any future emails as spam. Nice work GUESS.

We All Make Misteaks

I wonder how many people were confused by the reference to covid. What the author meant was, of course, “corvid”—the family of birds known as crows. This one came from Dan Lewis, whose Now I Know newsletters are always filled with fun facts. One thing any of us who often work alone have learned is that you can’t proofread your own work. You need another set of eyes somewhere along the way. Dan quickly followed it up with a correction, but at the bottom of the page we see this:

Purgagory? Don’t you hate making a mistake in an email apologizing for making a mistake? We can relate to this one.

Here’s Lorem!

Using Lorem Ipsum text and other placeholders while designing a mailing can help get through the initial stages of email design, but when you forget it’s there, the results can be embarrassing. A case in point is what happened to Drzly back in May. Few businesses have fared better under the Covid restrictions than the liquor delivery services, and Drzly’s no exception. Perhaps that’s why they sent this email without testing it first, trying to capitalize on the moment. The mistakes are bad enough, but the banner line “Things just got personal” doesn’t help. This is as bad a mistake as we’ve ever seen, but Drzly’s response shows exactly what to do when this happens:

They acknowledged the mistake, then added an offer to induce people to engage with them. A perfect follow-up.

Give Me Some Room!

There’s no reason for this one. A few pixels of right and left padding or margins would have solved the problem. None of Walgreens’ other mailings suffer from this problem, so we suspect that the content was copied and posted from another source. Be that as it may, the problem was an easy one to resolve and would have been noticed had they checked their mailing on a smartphone.

A Shot in the Dark

A trend that received a lot of attention in email marketing last year was the growing popularity of the “dark mode” on smartphones. While we tend to believe that much of the discussion on this subject is hype, it’s a good idea to make sure that your content is easily read no matter how or where the recipient chooses to read it. The biggest offenders in dark made are black logo png images with transparent backgrounds. Here are a few examples:

This can be easily fixed by adding a transparent glow to your logo, or by placing the logo in a contrasting background. You can test the results either by sending it to your smartphone or by using the online dark mode simulator that proofjump provides for free.

The Bottom Line

In the end, the best advice is always the same: Test your mailings across different platforms and devices before you send them. Most of the mistakes listed here could have been avoided with less than fifteen minutes of additional attention at the beginning of each campaign.

Go to Goolara website


1. In December, SFGATE reported that 85% of the restaurants in San Francisco’s Financial District had closed permanently.

© Goolara, LLC, 2021. Unauthorized use and/or duplication of this material without express and written permission from this site’s author and/or owner is strictly prohibited. Excerpts and links may be used, provided that full and clear credit is given to Goolara, LLC and the Goolara Blog with appropriate and specific directions (i.e., links) to the original content.

A Look Back at 2019: The Year in Email

Happy New Year
It’s that time again! Our annual looks back at email shenanigans. The things that worked and the things that didn’t. We look at the clever, the ill-advised and the sloppy. For our first example, we have one that is both clever and ill-conceived.

Please Read my … Email

As a rule, we don’t like to talk trash about the competition. We all make mistakes, and let he who is without sin, et cetera. Still, just to prove no one is above making mistakes, not even email marketing software providers (ESPs), here’s an example that turned up in our inbox earlier last year:

Clever pre-headerLook at the text above the blue banner. This has to be the most literal interpretation of the term “preheader text” you can get. At first glance, it might seem like it was intended as a placeholder, or maybe a novice worker was asked to “put the preheader text” at the top of the newsletter so they literally did. What they were trying to do here was a little too clever for its own good. By itself, the “Do’s and Don’ts of” subject line makes no sense, but if you receive the email in a client such as Gmail, which also displays the first text in an email, the message reads: “Do’s and Don’ts of…the preheader text.” If you click on the masthead it takes you to this:

preheadersIt’s an interesting idea, but unless it’s viewed under exactly the right conditions, the concept falls apart.

This Crazy, Upside-down World

upside-down imageThis also may have been intentional, but, like the previous example, there is nothing in the copy to indicate it. The fact that it advertises footwear by the avant-garde fashion designer Bernhard Willhelm might have something to do with it. but from here, it looks like they simply forgot to look at the email before sending it.

A Browser is not an iPhone

iphone example 1One simple way of checking the responsiveness of an email in a browser is to reduce the horizontal size of the browser window and see if the content re-positions itself for the smaller window. While this quick-and-dirty techniques works a lot of time, it can also fail. Witness the case of this mailing from FuncheapSF, a newsletter that lists free or cheap events in the Bay Area. If you check this by resizing your browser window, everything will look fine, but suddenly everything is out of whack on an iPhone.

Getting the dimensions right can be tricky and should be tested before sending. B&H Photo is usually pretty good about this, but here’s one that slipped by them:

iphone example 2If you check this one in a browser, it functions as it should. The problem is between the media query and the max-width. You’ll only encounter it if you look at the email on an actual iPhone, or an email rendering service that can duplicate the iPhone environment accurately. Checking it on an actual phone is safer.

E for Effort

Microsoft HalloweenThis past Halloween, Microsoft came up with a fun little email that offers a scratch-off panel that lets you use your mouse or finger to reveal a free offer. While it doesn’t work in all email clients, it offers a fall-back that will take you to a website where you can experience it outside of the email environment. Except Firefox, which takes you here:
Hallooween no formatThe funny thing is, when we opened the same email in other browsers, it did let us try out the scratch-off feature, but told us we didn’t win anything. At least the Firefox mistake gives us a discount.

Hurry, They’re Going Up Fast!

OverpricedWhoever put together this email for the sports apparel and footwear store Under Armour wasn’t paying close attention. Normally the strikethrough price would be higher than the one you’re now offering (shown in red). Does anyone ever want to pay more for something that’s advertised at a lower price?

Self-Responding Email

As I’m sure you’ve noticed, emails with the same subject line and content are threaded in Gmail, so that if you and a friend are sending emails back and forth on a specific subject, these messages don’t completely takeover your inbox list. It’s a nice feature and it rarely has anything to do with email marketing since each new mailing is, as a rule, unique. A marketer might resend a message because the links were screwed up (although you don’t have to do this with Symphonie), but even then, they would normally change the subject line to let you know why they are sending you the message again. Here’s a case in point:

OopsThe content of these two emails is the same. Only the subject line and preheader have been changed, with the former subject line now appearing as the preheader.

But that’s not what’s happening with the Illyusa emails. The subject lines, and the content for these two emails is identical, and all the links seem to work in both emails. Perhaps they forgot they’d sent the message and sent it again. Or perhaps their email marketing software handles the email addresses in each segment as separate entries (a bad practice—see List Segmentation Landmines for more on this). Whatever the case, we ended up with a threaded promotional mailing.

A more extreme version of sending the same thing twice came from Forever 21, who actually pasted the same content into an email twice:

Redundant copyThis could be something as simple as a person trying to paste finished content into their email marketing software and accidentally hitting the paste button twice. On the spectrum of email mistakes, this is minor.

Email as a Predictor of Business Honesty

fake email

At first we were confused when we opened this email. We usually read email with the images turned off at first to see how people are handling alt tags. Some email readers will put in default messages about missing images; others, such as Thunderbird, display nothing unless there’s an alt tag. Even so, if all of the images are missing, there’s usually the required fine print at the bottom to give you some idea of what you’re looking at, but not with this particular email. When we opened it, it was completely blank. After assigning it as spam, We checked out the message source and found the content consisted of two image with href links. The top image would have been acceptable, but turning the physical address and the unsub link into a graphic is always taboo. A closer examination of the email revealed that it was phony from top to bottom. A good rule of thumb: If the unsubscribe link is an image, mark it as spam.

We get a lot of spam, but our favorite junk mail of the year came from this knucklehead:

bad phishingIt sounds so self assured. Putting aside, for the moment, the bad grammar, the fact that we don’t have a webcam attached to our computers, and that claiming an email came from our own account is not a good threat to try on someone who works in the email marketing industry, this scam is the king daddy of scam failures, Worried that spam filters would identify this for what it is, the scammer converted the entire message to a base64 encoded image! This means that even if you did want to give this bozo your money, there’s no way to copy and paste the bitcoin address per the instructions. All you’ll do is drag around the image.

Beanie and Switch

Beanie boobooStraight to Hell, a company specializing in hipster clothing, sent out an email advertising their new line of beanies. Most of this email was done well, with pictures of each beanie, and each image link going to that particular beanie. The only problem image was the first one, shown here. Which, when clicked, takes you to a page about their leather jackets, the subject of their previous mailing. Whenever an email has lots of links, and you’re working off an existing email there’s always a danger of this. Check every link!

This gets back to a topic we’ve discussed in the past and will, undoubtedly discuss in the future. If you’re going to show a product, make sure the link on that item takes you to the page containing that item. Too often, we click on links to pictures of products, only to discover that the product is buried five pages deep in the display listings, but this next example is even more insidious than that:

Bait and switch Putting aside the fact that boots are not accessories, and ignoring the mysterious “si” that appears between the images at the bottom, clicking on the boots takes you to Forever 21’s sale section. After scrolling through all 15 pages, we never did find these boots. Oh well, they probably wouldn’t fit anyway.

The Curse of the Template

empty linkTemplates are a great way to get an email designed with a minimum of work. The only problem is that it’s also easier to miss things such as links. That’s what we suspect happened with this email from Screen-o-matic. Most of their social links work, until you get to the Instagram icon, which contains no link.

While we’re on the subject, We received an email the last week of 2019 using this social bar:

no google plusSee any problems? Google shut down Google+ a year ago. Clicking on this link will get you the Google page explaining that the service no longer exists. Do all the social icons in your mailings work? Are you sure?

The other problem with templates is the danger of overlooking placeholders:

template issueWhoever put this together should have noticed the empty content box at the bottom of their mailing, or, at the very least, got  a second pair of eyes to look at it.

Problems of the Past

Target problemThe other problem with previously-constructed emails is that if you never checked them thoroughly across all browsers and email clients, you might have issues that pop up again and again. Here is a problem that Target has had for at least a year now. In most email viewers, this email looks fine, but in Microsoft Windows’ Mail program, you get the rather confounding problem shown above. The image on the right looks fine, but the image on the left has the words “The picture can’t be displayed” appearing across the top. It seems like a strange thing to say, given that the image is actually there. Fortunately, the buttons that appear on the images make it a lot easier to trace the problem. In this case, it turns out that the folks at Target have inserted the image on the left as a background to a table cell, rather than simply place the image in the cell as was done on the right. An empty image placeholder sits inside the cell, for some reason. Since that image can’t be displayed, it results in the message over the background image. Considering that the audience for this particular type of email is the general public—the very people that are likely to use the Windows Mail program—and that the problem has existed for over a year, someone should have noticed it in the Target marketing department by now.

I Talk Real Good!

Really Good Emails is a website that offers a selection of recent emails that they think are particularly outstanding. It’s a good place to visit if you are looking for creative inspiration. Normally, their emails are well done, but this one came in a couple months ago that reads as if it was written by someone for whom English is a second—or maybe, third—language.
bad grammarRGE responded a couple days later with an apology that also serves as an enticement to explore their site further.
Really Good EmailWell done.

Color Theory 101

back color choicesConsidering the importance of good color use in every other aspect of marketing, it’s surprising how lackadaisically many marketers treat color in their mailings. The number one mistake comes from marketers who don’t bother to think about how their mailings will appear when people haven’t turned on the images. In the image above, the links are virtually impossible to read. This could have easily been remedy with a color:White (or color:#ffffff) style added to the alt text (for more on this, see The Finer Points of Styled Alt Tags).

While the absence of linked text color formatting is the number cause of unreadable text in emails, sometimes, the problem comes down to bad design:

gold on pinkGold and pink are great colors for suggesting a certain pampered luxuriousness, but they don’t always go well together.

Oops…Just Kidding!

Petco deceptionPetco isn’t exactly a fly-by-night organization, so I’m surprised to see that whoever is in charge of their email marketing thinks it’s okay to use techniques that are normally the providence of spammers. Neither of the emails with “Oops” in the subject line is an apology. They are simply promotional mailings. The email marked ‘CONFIRMED” is just an attempt to get you to use their dog grooming services. The fact that it’s all caps only furthers the suspicion that Petco’s email marketing manager comes from the world of spammers.

Click Here to See This Picture, Again!

Vinegar SyndromeIf you’re going to add a link to an image, the best thing to do is to add a link that takes you to the page that the image references. Vinegar Syndrome did add a link, but it’s a link to the image in the email. Clicking on it just shows you the image by itself. I’m sure this one is a mistake. Remember to check your links. Fortunately, Vinegar Syndrome has provided other links in this mailing.

Dear Me

Missing names are a common mistake. They’re usually the result of using a mail merge command that requires content in the first name field. The problem is easy to avoid by using dynamic content instead. That way, if the first name field is empty, you can finish the salutation with something meaningful (e.g., “Dear Reader,” Dear Subscriber,” etc.). They also lose points for the white type in the footer on a pale pink background.

Blackboard Bold or Spam Folder Bait?

Blackboard BoldYou may have received an email or two that appears to feature a unique font in the subject line and wondered “How’d they do that?” The answer is, the same way they use emojis in a subject line: by using alternative Unicode characters. Buried in Unicode are a few special characters that are virtually identical the standard alphabet except for their appearance. The most popular ones are those called the mathematical double-struck characters, sometimes referred to as “𝕓𝕝𝕒𝕔𝕜𝕓𝕠𝕒𝕣𝕕 𝕓𝕠𝕝𝕕.” There is also 𝕱𝖗𝖆𝖐𝖙𝖚𝖗 𝕭𝖔𝖑𝖉, ⓑⓤⓑⓑⓛⓔ ⓣⓔⓧⓣ, 𝒸𝓊𝓇𝓈𝒾𝓋ℯ, and many others. As fun as these things are to play with, we can’t recommend using them. They are often used by spammers to try and get their messages across without tripping the keyword searches, so there’s a higher chance that your email will end up in the junk folder with these characters. If you don’t believe it, take a look at your junk folder.

That’s it for this year. Do you have any examples of email marketing fails that you’d like to share with us? If so, let us know in the Reply box below.

Go to Goolara website

Pro Tip: Personalizing Emails for Your Sales Staff

Personalizing Emails
A powerful tool for any email marketer is the ability to personalize each email. Normally, when we think of this, we think of personalization for the recipient, but sometimes you may also want to personalize the emails for the sender. That is, instead of your mailings coming from one company source, they appear to come from your salespeople individually. You might see this as “faking” emails from your sales staff but it is a useful and important technique for any serious marketer. Here’s why.

Personal is Better

When we think of promotional emails, we think of colorful, image-laden messages that have been carefully designed by the marketing team. They catch the eye and entice the reader to visit the links. While there is certainly a place for this type of mailing in marketing effort, there’s another type of mailing that does well with recipients and offers more pull than push—that’s a mailing that is sent by a salesperson directly to the recipient. Take a look at these two “From” addresses:

sales@company.com
terry.martin@company.com

The first one is clearly a mass mailing, most likely promotional. The second appears to have been sent by the salesperson that is handling your account. Since this is the person you are most likely to want to speak to, this the email you are more likely to open and respond to.

Surveys confirm that emails that appear to come from individuals tend to be accepted better than obviously commercial messages. We may not be interested in the sales pitch, but if we feel like a person bothered to sit down and type us an email, we tend to be more receptive.

Having the salespeople send out personal emails might work for a small company with little or no client interaction, but personal emails can quickly turn into a burden for the salespeople—whose time could be better spent engaging in actual sales—and a headache for the marketing to keep track of. No marketing department worth its salt wants salespeople sending out unvetted messages to everyone on their contact list.

But what if you want to send mass mailings that will support each member of your sales team individually? These are emails that appear to come from specific representatives, with reply lines that go back to each rep according to which rep has been assigned to that individual. Can you achieve this? Yes, you can with the right email marketing software and an understanding of the mechanics of the process.

First, let’s address address the technology, and then we’ll offer some advice about how to structure the text of the email itself.

Assigning the “From” and Reply-to Addresses

Before you get started on the mailings, the first thing to do is to assign a sales rep for each prospect and store the data someplace the email marketing application can access. You’ll want a rep assigned for every prospect, but if you have situations where the salesperson is unknown you can choose a specific salesperson as your default choice. The prospect will expect to hear from that person again, so you’ll need to be careful to use that same sales rep for all further communications. For this reason, it’s best to save the sales rep information in the demographics for each recipient.

The best response rate comes from emails that appear to be “from” a specific salesperson. If the email comes in from sales@example.com, it is impersonal and will attract fewer people to look at the email. It would be a little better with a “friendly from” like “Betty Jones” ‹sales@example.com› but the email address is still the generic one. If the person is identified, the email feels more personal, and people are more like to engage. So make it from “Betty Jones” ‹BettyJones@example.com› whenever possible.

Doing this sort of substitution can be done by storing two values in the demographics—one for the actual email address, and one for the “friendly from” name shown, which are then glued together using the mail merge features, or by storing the full address as one value. Not all email marketing software will allow you to mail-merge into the ‘From” and reply-to address, so check your software.

The Signature Line

The email should close with the salesperson’s signature line instead of the usual footer. Even a hand-written email would include the signature line, so this wouldn’t seem out-of-place. Signatures usually includes salesperson’s contact details and either the company logo, or the salesperson’s picture. Here are two examples of signature lines:

signature lines

In Symphonie, you would do this using a “content block,” which is a way of saving pre-formatted combinations of text and images for later use. At a minimum, the signature line should be a few lines of text with their name, address, phone number, and social media contact options. You can format this however you want. The key point here is that signature lines are defined for each representative in a form that can be dynamically substituted by your email marketing software. You could set this up using multiple mail merge fields, but it would be tedious to copy and more error prone. It would be far safer to create the signature as its own element and be done with it.

Once a Content Block is defined for each rep, the next step is to define a dynamic content rule that substitutes the proper Content Block for each rep based on a lookup table. Email marketing vendors may implement this in different ways, but in Symphonie it is easy to define a series of conditions that says if the demographic column holding the sales rep’s email address matches a value, do the substitution. So, something like: if demographic column SalesRepEmail = bettyjones@example.com then substitute content block BettyJonesSig.

You can define these rules once, save them in your email marketing software, and then easily apply them to any new content you create.

Once you have the mapping of salespeople to content blocks, you can test the system and make sure it is working for every sales rep you have.

At this point you should have an email that has a “from” and reply-to address that reference the salesperson, as well as a signature line from them.

CAN-SPAM, GDPR, CASL, oh my!

An email written by hand by a salesperson is less likely to have an option to unsubscribe, although, by law, it should. Emails that come in with an unsubscribe link may cause people to think the email is automated, but not including it is risky. CAN-SPAM says that automated emails must include an unsubscribe link, as well as a physical address for the company. Some email marketing software won’t allow emails to be sent that don’t have an unsubscribe link. Others, such as Symphonie, allow you to choose, although we always recommend including it. In our signature examples above, you’ll notice that we have included an unsubscribe link at the bottom of each signature as a simple text link. This is the safest and least obtrusive approach.

Driving the Process

Often the automation system is used for prospecting emails, but once the prospect has started to engage with a salesperson, the automated routines are stopped. The prospecting emails can be sent via a workflow process built into the email marketing software or can be driven by an external program using the API to tell the email marketing software what to do. If the process is driven by a workflow in the email marketing software, there should be some logic that will cause the process to be stopped. When a prospect engages, the recipient should be pulled from the workflow, so the automated emails do not conflict with the actual emails of the salesperson. Often this would be an API call or the ability to set a flag in a demographic that causes the workflow to terminate for that prospect.

Workflows can be as simple as an enhanced drip program that sends an email, waits, checks to see if the status has changed, and if not, sends the next one. Be sure you pay attention to the time of day that each email is sent. If your reps only work regular business hours, don’t send the salesperson email at midnight; your prospects could find this suspicious.

The Email Style

Hopefully you now have a sense of what it takes to automate sending emails that appear to be coming from a salesperson. Now we turn to how the emails should look.

The whole point is to make the emails look human-written, so making them too fancy will defeat that effort. One solution to this is to send plain-text emails. They certainly won’t be fancy, with no pictures or colors, but not even any fonts or basic layout elements. For this reason, HTML is recommended. Even salespeople writing their own emails will likely be sending their messages as HTML, so it is not a give-away that the process is automated.

Just because you can send pictures and style the content to no end doesn’t mean you should. Keep the content almost entirely as text. The only place a picture should be used is in the signature line, which can look a little fancy, but most people recognize that the signature line comes from copy-and-paste, so some better formatting is expected.

The style of the content should be casual and direct and avoid letting the marketing department wordsmith the content too much. It should sound like something the rep would write. Remember, if the prospect does engage and the actual rep starts sending emails, we don’t want a large discrepancy in styles to come through.

You could consider allowing typos or poor grammar, as it seems more realistic. You might even consider statements at the bottom of the email with wording like “Sent from my iPhone”. A recent study showed how this helped people feel more comfortable with the content. It is not accurate, so you should consider the legal ramifications of this deception before employing this tactic.

Conclusion

Sending emails for prospecting is quite easy to setup if your software supports dynamic content across the “from” and reply addresses and “friendly from” information. You can define a salesperson’s details in demographics, and then use the features of the software to dynamically change the “from” and reply-to, as well as substitute a proper signature line. Drive the process using a workflow in the software or use the APIs to drive the process from your side. Make the content appear folksy and casual, written in HTML but using few features of HTML.

Go to Goolara website

The Past Year in Email

Happy New Yer!
Another year has come and gone, and although after the events of last year it seemed like the earth was about to spin off its axis, we’re still here and email is as strong as ever. It’s time once again for our annual look back at the best and worst examples of email of the past year. There are a few old favorites and a few surprises. We’ll start with that old chestnut that never seems to go away: The Bad Mail Merge.

Dear your name here,

bad mail merge

A few years ago, faulty mail merges, like those in the example above above, were the most common mistakes we saw. Attempts to sound personal suddenly have the opposite effect, pulling back the curtain and showing that the email for what it is: a pre-written script with information inserted as needed. This particular template called for both a first name and a company name, neither of which was available. The use of dynamic content instead of a merge could have avoided this problem by given the mailing other options when information was missing. It’s never good when a company that is trying to sell you on their technological prowess can’t assemble an email correctly.

The example below is even more egregious since it purports to be aimed at a specific person. This, coupled with the formatting errors in the apparently meaningless text below the main message (see UTF-8 discussion below), sent this one on a quick trip to the Spam Folder.

bad mail merge #2

While not as bad as either of the errors, another problem that cropped up in a new mailings was the repeat of my first name. Since I’m sure I never put my name in a field twice, I have to assume that the problem is somewhere in the email’s dynamic content structure.

merge error

Aw Gee-Mail

Weather error

Personalization can be a great way to start an email, but it has its limitations. The example above has my name, and a shout out the weather. The only problem, here’s the weather in Moraga for the day this email was sent:

actual weather

Not exactly sunny. I’m not sure if the “sunshine” comment was a dynamic insert based on some erroneous weather predictor, or simply an educated guess on the part of the sender. Either way, receiving this message on the coldest, most overcast day of the summer made us chuckle.

Time’s a-Wastin’!

jumping the gun

It seems like stores push closer and closer to Halloween when it comes to holiday sales. Kohl’s takes it one step further by announcing that you just have a few hours left for your Black Friday deals three weeks before Black Friday! From the content, it looks like this mailing was intended to be sent out on the 1st, but Black Friday threats simply won’t work in that case.

Musicians Who are Pushing

snippet cutoff

Gmail and other email clients like to give you a peek at what to expect before you open the mailing. You can use this your advantage with a preheader. Just make sure that when that preheader is abbreviated, you don’t end up with a different message. Musicbed made use of a preheader, but didn’t take into consideration what happened to the preheader when the window wasn’t big enough to fit the whole thing. They ended up with “musicians who are pushing,” instead of “musicians who are pushing the genre to new place.” Perhaps out of paranoia, Patrick James avoids the problem altogether by using a short preheader message followed by a long series of periods.

Amusingly, this particular problem isn’t limited to email. In 1998, a campaign in New York state to provide schools with pencils that featured an anti-drug message had to be pulled when kids started noticing that the more you sharpened the pencils, the more pro-drug the message became.

too cool to do drugs
Source: http://www.nytimes.com/1998/12/12/nyregion/slogan-causes-pencil-recall.html

It’s All Ελληνικά To Me

How you code your email can make the difference between a readable message and gibberish. An email written using 8-bit Unicode characters and then coded for 7-bit ASCII is going to have some problems. Some times you see this immediately in the subject lines:

utf errors

And sometimes it appears in the body copy. Normally, these snippets of code standout, and do little more than interfere with the design, but if you’ve created an email that relies directly on UTF-8 Unicode to get its idea across, you’re going to be in trouble. That’s what happened with ThinkGeek’s otherwise clever mailing:

thinkgeek

The text below the image was supposed to be a humorous paragraph printed upside-down and backwards, as an in-joke to the Stranger Things TV show. If you look at the source code, you’ll find the original message was:

“˙soƃƃƎ puᴉɟ ll,noʎ ‘ɹǝzǝǝɹɟ ǝɔᴉɟɟo ɹno uǝdo noʎ ɟI ˙pǝʇᴉɔxǝ ǝɹoɯ sn ƃuᴉʞɐɯ ʇsnɾ s,ʇɐɥʇ ǝsᴉpuɐɥɔɹǝɯ unɟ ɟo sʇɹos llɐ uᴉ ƃuᴉʇʇǝƃ ǝɹ,ǝʍ pu∀ (˙ɥʇuoɯ sᴉɥʇ sn pǝʇᴉsᴉʌ ǝʌ,noʎ ɟᴉ pǝɔᴉʇou ǝʌɐɥ ʎɐɯ no⅄) ˙sƃuᴉɥ┴ ɹǝƃuɐɹʇS ɟo uosɐǝs ʇxǝu ǝɥʇ ɹoɟ pǝʇᴉɔxǝ ʎʇʇǝɹd ǝɹ,ǝM”

Which, when view right-side up and reversed, reads:

“We’re pretty excited for the next season of Stranger Things. (You may have noticed if you’ve visited us this month.) And we’re getting in all sorts of fun merchandise that’s just making us more excited. If you open our office freezer, you’ll find Eggos.”

Unfortunately, the email was sent without the Unicode specification required to render the sentence, turning the message into gibberish.

Email Tourette Syndrome

unwanted code

Sometimes you can end up with gibberish inserting itself in an email for other reasons. In the example above, it looks like the URL was accidentally and replaced with the ALT tag, leaving only the query string. In the examples below, the problem was a matter of placement of conditional comments. Conditional comments are a way to assign special instructions that only Internet Explorer will read. To everything else, they will appear as comments and won’t display. The problem is that they can sometimes show up as text depending on where they are placed in an email.

While we understand the value of conditional comments, people are beginning to migrate away from IE, in favor of better alternatives. You might want to check your subscriber base and see if you even need them anymore.

A Bad Case of Mono

monograms or monographs?

This image came in an email from the normally exceptional email marketers at Email Monks. For the moment, I’m going to ignore the grammatical error in the ribbon banner at the top and concentrate on the type categories shown. I have no problem with Serif and Sans Serif, but there’s no such type style as “Monogram.” These are monograms:

monograms

What they meant was “monospaced.” Their description doesn’t make much (if any) sense either (and one more grammatical error to boot). A monospaced font is a font in which every characters takes the same amount of space, so a lower case “i” will take as much room as an uppercase “M,” even though the two characters clearly require different amounts of space. While the fourth category (Calligraphy) is a legitimate font category, in this case I would have used the more general category of “Decorative” as the final classification (of which Calligraphic fonts are a subset).

Give Me Some Room!

tanga on iphone

This email from Tanga looks fine on a desktop computer, and even a tablet, but reduce it to iPhone size and it suddenly turns into this scrunched up mess. Looking at the code, we see that whoever designed this is much more comfortable with HTML than CSS. The content is rife with deprecated attributes and the designer has used cells with non-breaking spaces to create margins. Either this was created many years ago, or someone needs to brush up on their CSS.

As bad as this is, at least all the content still appears on the page (albeit in a very squished format). Not so for Vibes’ webinar announcement. While it will appear just fine in most email clients. Something in its code just falls apart when opened in Live Mail. We’ve discussed the problems with Live Mail in previous year-end reviews, but now that Microsoft has abandoned it, maybe the folks at Vibes didn’t think it was worth the effort to fix.

Responsible Responsive

Responsive design was all the rage a few years ago. As we discussed in Part Four of our Responsive Email Design series, if you use a standardized template, then setting up a responsive template has advantages. It will mean a little extra work at the start but will yield dividends later on. Clearly, the folks at BangGoods didn’t read that article, because this is how their mailings appear on an iPhone:

This is a perfect layout for a responsive approach. The three columns across is fine for a desktop monitor, but it is rendered almost unreadable on most phones. Media queries that realigned the three columns and enlarged them according to screen size would do a world of good here.

The British Film Institute (BFI) takes a different approach. They do use responsive design, but they only use one column, so the main purpose of the media query is the adjust the size of the tables based on the screen size. This works well for the iPhone:

But not so well for the iPad:

They had the right idea, but set the size change at the wrong point, leading to an unnecessarily small display on the iPad mini.

Unsubscribe? Fuggedaboutit!

Until this point, most of the mistakes we’ve listed have been embarrassing at worst, but these next two aren’t simply bad mistakes—they’re against the law. CAN-SPAM requires the ability to unsubscribe. That can be accomplished a number of ways, but the most common is with an unsubscribe link. If you put an unsubscribe link in your email, it better work. That’s not the case for Proline Tools and Longchamp. In the case of Proline Tools, clicking unsub takes you to the following page:

This suggests that the problem only was temporary, but a second attempt to click on the unsubscribe link a two weeks later yielded the same result.

Similarly, clicking on the unsub link from Wengtek.com takes you to this page:

On the plus side, clicking on any link in the Wengtek mailing took me to this page, so this might simply be an ESP issue. Since the email purported to be from Longchamp, I would classify this one as Spam and move on.

tl;dr

A related problem occurs when you have too much text in your mailings. Some email clients, such as Gmail, will choose to cut off the message with the following notice:

This particular email is from Kohl’s whose list of caveats and cautions could fill a book. When this happens, the unsubscribe link is not displayed. Does that mean the email is breaking the law? Probably not, but it does mean one more step to get to it. In case you’re interested, here is the entire block of legal notices at the bottom of that email (reduced for the sake of brevity):

At least, in this case, the only thing missing besides the footer is a lot of legalese that no one ever reads anyway. Not so for Touch of Modern, whose email gets clipped like this:

Touch of Modern specializes in expensive products for gadget lovers and technophiles, and their emails are often a solid wall of these products. So much so, that they often get clipped for being too long. So how much is missing? When you click “View entire image,” you not only get the footer, but an additional 132 products are displayed as well. They would have been better off reducing the size of their email, concentrating on a few items each time, and using the website to present additional items.

The Good

This year we also saw some nice use of animated gifs and clever subject lines. The leader this year was EmailMonks, who offered games for Easter and Thanksgiving, an interactive Halloween mailings, and some clever videos and gifs. Where the email clients could interpret the code, the games could be played right there in the message. When that wasn’t possible the viewer was linked to the online version. The also get points for their clever use of poster gifs that do a good job of leading the viewer to the linked video (see Using HTML5 in Email: Video).

Cinemagraphs

One technique we were hoping to see more of this year was the use of cinemagraphs. These are the animated gifs that use animation sparingly to create the effect of a live video image. One company that put the technique to good use is Bourbon and Boots, who used a smoking cigar to draw the eye to the image. Subtle but effective, and it captures the essence of the company’s brand.

One of the cleverest uses of an animated gif came from Netflix, but they didn’t stop there. The design concept started with the subject line:

The blacked out lines and the subject matter make us slightly uneasy, but still curious. Upon opening the email, you are presented with a startling animated gif:

[Note: The original gif only goes through its animation one time, I’ve set it up to repeat to make it easier to view.]

A very clever combination of subject line and content used to create an effect.

Until Next Time

That will do it for this year. As usual, most of the errors could have easily been avoided by a little testing before sending. We were happy to that certain errors that were once very common, now only happen occasionally. Marketers are getting more email savvy and template designs are improving. As an added note, I recently heard from Jordie van Rijn from eMailMonday, who has created this pre-launch checklist you can use to make sure everything in order before you hit the send button.

Happy New Year!

Go to Goolara website

The Year in Email: A Look Back At 2016

By all accounts, 2016 was an extraordinarily eventful year. It saw the deaths of Fidel Castro, Muhammad Ali, David Bowie, Leonard Cohen, Carrie Fisher, George Michael, Leon Russell, Debbie Reynolds, Gene Wilder, and a whole host of others. Politically, it was the year of Brexit and a presidential election that caused the New York Times to take a hard look at their polling methodology. In sports, it was the year that the Chicago Cubs, after 108 years of losing, finally won a world series in a final game that played out like a movie script.

It was an eventful year in email too, but not necessarily in a good way. Some might argue that email—or, at least, email that wasn’t meant to be seen by the general public—helped lose the election for Hillary Clinton. August saw an organized subscription bomb attack of suspicious origin that temporarily landed several respectable news organizations on spam lists and caused Spamhaus to update their opt-in verification recommendations. In one respect, 2016 was a better than previous years. We saw fewer of the kind of clumsy design errors that we’ve seen in the past. Most of the really terrible errors came from sources that were questionable to begin with.

The Importance of Testing Across Platforms

It should go without saying that whenever you send out a message you should test it. If you are using Goolara Symphonie, or another ESP that has a preview feature built in, I’d start there. If you want to be extra careful, you can also send test mailings to several different addresses, or use the email previews available from Litmus and Email on Acid. Sometimes, a message looks fine in one email reader, but not so good in another. Here are some examples.

Aw Gee-Mail

misaligned iamges

If you’re going to have a problem displaying your email design in one provider, the provider should never be Gmail. After all, it is the most popular email reader out there, and it doesn’t cost anything to get an address, so what’s the problem? The folks at Orchard apparently didn’t learn this lesson, though. This particular email looked fine everywhere else, including the always problematic Live Mail, but completely fell apart in Gmail.

Dynamic Content Mishap

Bad dymamic content

One time when you absolutely must test before sending is when you are using mail merge or dynamic content.1 The example above is an actual email, sent to us with the subject line: “Your email.” A blank space between “Hello” and the comma would have been better than this. Well constructed dynamic content instructions would have prevented this from happening.

Hide and Seek

images covering type

A picture’s worth a thousand words, but this is email is pushing it. At first glance, it looks like Wired expects these images to do all the work, but look closely at the right edge of the top photo, just below the horizon. There’s a series of small dots there. A closer investigation reveals that those dots are the text hidden under each photo. This particular problem occurs in Microsoft’s recently abandoned Live Mail, and if Live Mail was the only email reader that had trouble with this mailing, I probably wouldn’t bother mentioning it. But Thunderbird also has trouble with the file, pushing the text and social links out to the right of the main table. Live Mail, at least, brings the text and social links back into the area where they belong, but then plops the photo down on top of everything. This wouldn’t matter if Wired bothered to provide meaningful alt tags, but the alt tags read: “Image for story 1,” “Image for story 2,” etc. Not exactly helpful.

A close inspection of the source code reveals the problem. Whoever put this email together did go to the trouble of using tables, but then they inserted divs into the mix. The code is also littered with ids and class tags that have no corresponding style instructions. It’s worth noting that all of the other mailings from the magazine look fine, and the ones for subscription offers include highly descriptive alt tags.

Honestly Missing Logo

Missing logo

That “Honest Mail Email Marketing” logo, looks suspiciously like nothing at all. A quick check of the HTML code reveals the problem:

<img src=”” alt=”Honest Mail Email Marketing Logo” width=”160″ height=”50″ border=”0″ style=”width:160px; height:50px;” />

They remembered to include the height, width, and border information. They even added alt text There’s only one thing missing: the actual source location for the image. Honestly, one test preview would have revealed this problem. There’s no excuse for it.

Code Fails

Some problems are simply the result of bad HTML. Sometimes it’s an out-and-out typo, but sometimes the problem is something subtle like including the DOCTYPE and HTML tags when you paste the email into the ESP app. Test previews and test send should catch most of these problems.

It’s Important, Procrustes

Bad image sizing

This email from Keurig suffers from a few problems. The image of the people chatting over coffee and the “Shop Today” button are obviously stretched. The designer put the correct size information in the properties for each of these images, but they forgot to add !important, so the sizing information was overridden in favor of the master table, stretching the images to match the master table’s 100% width requirement.

Knowing When to Link

button design

Having linking buttons is always a good idea, but knowing where to put the link is important. In this example from Camper, only the words “Women,” “Men,” and “Kids” are links. Since this text is placed in its own table, and that table has a bordered cell, it would make more sense to add the link to either the table or the cell. As it stands now, clicking anywhere inside the black border does nothing unless you click directly on the words. It’s a minor thing, but one worth remembering. Judging from the number of div tags in this email, I suspect that the author of this email is new to the form.

Button, Button, Who’s Got the Button?

fake button

Providing buttons that link to web content is never a bad idea. What is a bad idea is providing a button that is not a button at all. This email from Template Monster makes that mistake. Clicking on “Learn Now” simply brings up the image. To make matters worse, they’ve given it a blue border, further enforcing the perception that this is a link and not just an image.

Oops, I Did It Again!

Not to rag on Template Monster, but they don’t seem to have anyone checking the email before they send it. Here is the top of one of their emails:

Missing code

And here is the code for the logo at the top:

<a href=”#” style=”border:none;” target=”_blank”><img alt=”TemplateMonster” border=”0″ height=”40″…

Look at the href at the beginning of the line of code. This should link to their website, but it doesn’t. The pound sign (#) is a placer that indicates that although there is a link, it’s not going anywhere. Hover over it and it appears active, but clicking on it accomplishes nothing.

A little further down the page in the same email we get this:

Typo

The text in the orange button reads “Download You Gift.” I confess, I am always typing “you” instead of “your” so I can relate to this one, but a second pair of qualified eyes would have caught this immediately.

In the same email, every headline and image has a different link, even when they go to the same place. The headline about 20 free writing tools goes to the same page as the image next to it. I’m going to give them the benefit of the doubt on that one, and say that they did this to find out whether the images or the headlines are responsible for the most clickthroughs, but in the long run, isn’t that less important than the fact that they did click through?

That’s Code for …Code!

badly coded spam

I love it when spammers screw up. This was already obviously a spam message without having to even open it, but upon opening you’re presented with the HTML code for the message. When putting together a mailing in your ESPs visual editor, always make sure you are in the right tab (usually marked HTML) before pasting HTML code. Otherwise this might happen to you. Of course, any decent email marketer would have previewed the mailing, but these people tend to work fast. I’m surprise this doesn’t happen more often, actually.

Shopping Links

Sometimes there’s nothing wrong with an email, until you click on one of the links. Then you suddenly find yourself staring at a page that has nothing to do with anything. Retail stores appear to be the worst offenders, which is odd since so much of their business is contingent on people getting to the right page and ordering the product they want.

I Know It’s Here Somewhere

missing products

Fab has, in the past, shown products in their mailings that aren’t on the landing page. In most cases, the products shown are available, but buried on the second or third page of the sale listings. That’s fine. Lots of companies do this, so the public is used to it. But in the email shown above, the “Cosmo Complete Set” and Captain America print don’t even show up in any of the lists. Clicking on them takes you to the a sale page, but neither product is on any of the sales pages. If you want to buy either of these items, you’ll need to enter them as search queries on the web site.

Now Go and Find Me

not on site

Normally, Bed, Bath & Beyond is one of the better companies when it comes to email marketing, they always provided meaningful alt tags, their design is easy to read on both a desktop computer and a mobile phone, and their links, in most cases, go directly to the products shown. Here is one of their rare missteps. Clicking on this product does not take you to the products, or even anywhere near the product. A clue lies in the button labeled “Find a Store”—only it’s not a button. Clicking anywhere in the image will take you to BB&B’s Find a Store page. I suppose they justify this by pointing out that the product isn’t available online, but that’s no reason that this couldn’t be included on a page with more information on the product.

Alt, Right?

I bring it up every year, but every year there are plenty of examples of companies forgetting to add alt information to the img tags. While it’s true that services such as Gmail and the iPhone display images as the default, some people still prefer to keep the images turned off. Alt tags not only impart information on what they are missing, they also can provide incentive to display images as well. Here’s an example from Warby Parker that demonstrates the worst case scenario:

no alt tags

Now here’s a company that knows how to do it right, Bed, Bath & Beyond:

Good alt tags

Quite a difference. Perhaps the guys at Warby Parker assume that people will always want to display their images, a questionable assumption.

Unsubscribe Catastrophes

Unsubscribing should never be a hassle. Nobody is happy when a recipient unsubscribes, but it’s better than having that person mark your mailings as spam because they can’t figure out how else to get you to stop sending them things. Some marketers go to extraordinary lengths to making unsubscribing difficult, treading very close to the legal requirements of CAN-SPAM. A few cross over to the dark side. Here are this year’s worst offenders.

Unsubscribe? fUGGedaboutit!

No unsub link

CAN-SPAM has a few hard and fast rules. One of them is that you have to have an unsubscribe link. You also have to have a physical address. This email has neither. The supposed unsubscribe link takes you to the home page for the company. Not surprisingly, this email is not from an official UGG site at all, but a spammer that is trying to make their site look as legitimate as possible.

Email Purgatory

Missing unsub link

Unlike the previous email, this one is from a legitimate company (T-Mobile). This part of the email—which is commented in the HTML as “legal footer”—contains the physical address, privacy policy information, links to their various plan options, and instructions for how to ensure that email from them does not wind up in the spam folder. What it doesn’t include, however, is an unsubscribe link—an unequivocal violation of CAN-SPAM.

Go Ahead and Try to Unsubscribe! I Dare You!

bad unsub link

When it comes to anti-spam laws, the USA is about the most lax, but they still require two things: A physical address and an unsubscribe link. So when I get an email like this, it makes my blood boil. Here’s what you get when you click the unsubscribe link:

unsub fail

As one might imagine, this one went straight to the spam folder.

Crouching Promo and Hidden Unsub

unsub in image off

A nearly as devious method of hiding the unsubscribe was used by Lids, a company that specializes in sports caps. Here’s the bottom of their email with the images turned off:

You can see there’s a physical address, but where’s the unsubscribe link? Now here’s the same section of the email with the images displayed:

unsub in image on

Ah, there it is! They’ve made unsubscribe part of an image. To make matters worse, they used an image map to separate the various categories shown. I’m not sure what the thinking was here. Attempts to reach them went unanswered. Just to add insult to injury, I never signed up for this email, it was someone entering the wrong address either accidentally or on purpose.

Sure, There’s an Unsub. It’s Just Not Yours.

Another highly questionable approach to handling unsubscribes came from, of all companies, Salesforce:

Salesforce CAN-SPAM violation

I’ve blurred the names to save some embarrassment, but I can verify that the author of this email comes from Salesforce, promoting a webinar Salesforce has co-sponsored. Yes, there’s an unsubscribe link, but only in the forwarded content. Presumably that will only work for the original recipient, not for the person to whom the email was forwarded. This means that Salesforce, the largest SaaS-based, customer relationship management (CRM) provider on the planet, a company with its own email marketing solution, just sent me a promotional email without an unsubscribe link. It is a tactic worthy of a Viagra spammer. It doesn’t help that there’s a typo in the very first sentence. I dearly hope the author of this email is new to Salesforce.

Subject Line Fun

The subject line is the most important part of your mailing. If a subject line doesn’t provoke the recipient to open the email, then all your hard work providing good content and responsive design is for naught. Here area few subject lines that either failed miserably or worked brilliantly, or, in the case of the first example, simply overdid things.

Hello, It’s Me Again

Too many emails

Some email marketing experts are big fans of the practice of sending high quantities of email to your recipient list. It is a topic hotly discussed on email marketing forums, and each side can back up their position with plenty of facts and figures. But even the most ardent fan of high-volume sending would agree that Travelocity is pushing it here, sending an email every hour or so from two in the morning to five. It doesn’t help that all of these were sent at times when no others were sending out email, leading to all four messages being bunched together. Perhaps that was the idea, to create a sort of billboard for Travelocity residing in the inbox.

Did I mention…?

same email

It’s not usual for companies to offer multiple newsletters. Nor is it unusual to send these newsletters out on the same day. What is unusual is the use exactly the same subject line and content on both mailings, right down to the “You are subscribed to PCMag Tech Deals as…” at the bottom of each page. Given that a normal announcement from PCMag reads “You are subscribed to PCMag Announcements as…” and is usually some sort of deal on a PCMag subscription, I’d chalk this one up to either a mistake or laziness.

I’m Either a Realtor or a Marketer

email goof

Even we email marketers make boneheaded mistakes. To their credit, the folks at EEC caught this and quickly followed up with an apology.

A Special Odaer, Ordrre, Ordeorr…Oh Forget It!

typo in subject line

“Order” is a hard word to screw up, but whoever put this email together seems to have had a terrible time with it. They misspelled it in the subject line, and then again in the content.

Okay, I’m not REALLY Out of the Office

Out of Office trick subject line

I think I know what Sephora was trying to do here. This was an attempt to equate being out of the office with their summertime contest. Sending a fake out-of-office autoreply isn’t the worst misuse of a subject line, but it’s pretty sneaky and isn’t likely to endear you to anyone.

You know nothing, Jon Snow.

Game sof Throne subject line

As a fan of Game of Thrones, I enjoyed the use of GoT references in the subject line and “friendly” from, but I’m not sure that a company that specializes in predictive marketing is the right place for this approach. This link leads to a series of videos in which they try to show the marketing lessons available in the HBO series. That is more a testament to the ability of the human brain to find patterns where none exist than any marketing subplots lurking in George R.R. Martin’s on-going saga. This kind of subject is better served on a site such as ThinkGeek, which specializes in products attached to all aspects of geekdom, from TV shows or computer games. For them, even this is acceptable:

Konami Code subject line

A combination of keystrokes known as the Konami Code, a cheat that gives gamers additional powers while playing. If you’re in the real estate business, this probably isn’t a good subject line, but it works quite well for a company whose primary audience resembles the cast from The Big Bang Theory.

Location, Location, Location!

Deliverability fail

Sometimes, a subject line, by itself isn’t anything special, but where you find it makes all the differences. I found this one in my spam folder. I could say “Physician heal thyself,” but this just demonstrates what a complicated subject deliverability is.

That’s it for this year! We can’t wait to see what 2017 will bring. We predict more email address providers will follow Gmail’s lead in allowing CSS in email. On one hand, this means we can get more creative in our email designs, but on the other hand, it means more places for things to go wrong. If there is a moral to this blog post, it should be obvious by now: test, test, test. For more on the subject of how to deal with email mistakes, check out our white paper on the subject: Oops! – Handling and resolving email marketing mistakes.

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1. If you’re not using dynamic content, you’re missing a real opportunity to improve your email engagement results. Jordie van Rijn explains how and why in his article, Making the most out of Dynamic Email Marketing. For more on Goolara Symphonie’s powerful dynamic content visits, visit our dynamic content page.

Automated Email Workflows, Part Four: Shopping Cart Abandonment

empty shopping cart parked in a car parking spot
In the retail marketing field, one popular use of email marketing automation is to create shopping cart abandonment programs, and it’s no wonder: Shopping cart abandonment rates are higher than ever, with various sectors reporting an average rate of 75% abandonment. Some sources estimate the amount in lost sales in the billions, although these figures are extrapolated from a scenario where all of these shopping cart sales are completed. In truth, a lot of shopping cart abandonments never amount to anything; they are comprised of people who are just looking, or realize they can’t afford the purchase. But even if only 5% of these abandoned carts are ever fulfilled, 5% of a billion is still 50 million, and that’s nothing to sneeze at. In this, the fourth installment in our Email Automation series, we’ll look at the things you’ll need to consider when setting up an abandonment program.

Shopping Cart Solutions

Before we get too deep into the details of creating a shopping cart abandonment workflow, let’s look at how shopping carts are created and how they work. For most businesses, the shopping carts exist separately from their main websites. They are purchased from third-party vendors rather than made from scratch. For anyone looking to buy a shopping cart solution, there are almost as many of these as there are email marketing solutions, and, as with email marketing solutions, shopping cart programs range in price from free to hundreds of dollars. Not surprisingly, the ones listed as free, are usually anything but, and require additional (expensive) modules to handle things such as shopping cart abandonments. Even some of the more expensive solutions sometimes require additional fees for inclusion of an abandonment extension or module. Some shopping cart software doesn’t include any type of abandonment solution, expecting you to implement it through your ESP either via webhooks or an API.

The Right Tool for the Job

A few shopping cart systems do offer email abandonment programs, but there are some important downsides to this approach. The biggest downside is that it separates the shopping cart actions from the data in your ESP where things such as clickthroughs and opens will have more use for determining shopping behavior. Some ESPs let you import that data in the form of external data tables, and this can help, especially if you plan to combine your shopping cart solution with another program, such as a recommendation engine (a little more on this later).

It is also important to remember that shopping cart software is not designed with email in mind. Its primary function is to process purchases, so features such as personalization, content blocks, and segmentation are either non-existent, or available only in their simplest forms. You might be able to merge a person’s first name and cart details into a mailing, but you won’t have the options of changing subject lines and individual content blocks based on the recipient’s shopping behavior. This can turn into a major downside if you want to tweak the individual abandonment reminders for each customer based on factors such as past purchases or other actions.

Lastly, email marketing software has a distinct edge in deliverability. Deliverability is the bread and butter for any ESP, so most do everything in their power to ensure that the email deliver rates for their clients run into as few problems as possible. For a shopping cart provider, the ramifications of email deliverability are less of a concern, and you may find yourself having to hire a deliverability expert to keep things on track.

Communication Techniques

There are really only two basic pieces of information that the ESP needs to run an abandoned cart campaign. The first is a notification that someone has started a checkout procedure with a shopping cart, but has left the purchase unfinished for a specified amount of time. The second is the indicator that the cart is now empty. This information can come in a number of forms, such as webhooks and API calls, but they all do essentially the same thing. Sometimes these functions are wrapped up in a neat little package and presented as an extension or an app, but these handle the same call-out information as the processes described above, just wrapped in a slightly more user-friendly format.

As far as Goolara Symphonie is concerned (and, presumably, other ESPs that offer automation), the format matters very little. Once Symphonie checks on whether a cart has remained unfulfilled, and learns when it has been emptied, it should be possible to go ahead with a shopping cart abandonment email campaign. The basic structure looks something like this:

  • Did the customer put an item or items in the cart and then leave?
  • If so, send them a reminder.

Some cart abandonments stop at this point, while others continue with three or more reminders. Some will increase the incentive by offering an additional discount, depending on the nature of their business.

Don’t Miss the Bus

You should act quickly on cart abandonments. The longer you wait, the less likely it is that a customer will return to the shopping cart. If you are planning an abandonment program, you’ll need to work more closely with your IT department than you would with other types of automations. Cart abandonment programs need to kick in as soon as it becomes apparent that the person is not proceeding with the purchase of the items in their cart. If you already have systems in place to notify you to the actions of visitors to your site, the process becomes somewhat simpler.

Different Strokes

In research for this article, we tried abandoning carts on various sites, to see what happened. A remarkable number of them sent no notices. Of the ones that did send notices, the strategies were quite varied and, in some cases, were contingent open the type of products they sold. Here are a few examples:

Company A

Company A specializes in high-end, expensive items that appeal to the fashion conscious. They had the most thorough abandonment campaign. It started with a notice that items were placed in the shopping cart as soon as it happened, followed by a reminder the next day. Two days later, another reminder was sent offering $5 off the chosen product. Two days after that, another reminder was sent with the subject line “Last chance for $5 off on that item you liked.” No further notices after that.

Company B

Company B specializes in clever devices for fans of science fiction films and television shows. They took a very different approach. They only sent one notice, which also added a $10 discount to the purchase. After that, they sent one more email that contained suggestions for similar products. This is a very clever approach, but it also means either utilizing a sophisticated recommendation engine as part of the process, or including a field that indicates each recipient’s preferred product line or department. For this type of sophisticated approach, the ability to accept external data tables is a must.

Company C

Company C had the weakest campaign, sending only one reminder two days later, which contained no discount offers. For them, this makes a certain amount of sense. This site specializes in heavily discounted products that are only available in limited quantities, so there is already a built in discount for each product, and the limited quantities discourage one from dawdling too long before purchasing a product.

As you can see, cart abandonment does not have a “one size fits all” solution. The type of commerce your company engages in will determine the best approach. If you are already offering substantial discounts, it might be counter-productive to offer more. If your products fall into specific categories, you might also want to offer alternatives when that is practical, although keep in mind that setting this up, will probably mean more work on your end.

Targeting the Messages

As with any email, the more personal the message, the more likely the recipient is to respond to it. One nice thing about shopping carts is that most sites require a sign-in before a customer can add anything to a cart. You should have a customer’s first name and email at the very least. If your site collects other information about a customer’s shopping habits, so much the better. Additional data can help you decide which messages to send. Here are a two very different examples of ways using an ESP can improve the shopping cart results.

The Serial Abandoner

Everyone has decided at some point to skip purchasing something that they put in their shopping cart, but there are some people who make a habit of it. There are also those who have become aware that you offer discounts when carts are abandoned, and start abandoning carts on purpose to get price reductions. The first group is an annoyance, but data shows that these people are still good potential sources of sales. The second group is a little trickier. Wouldn’t it be nice to know who these people are well before they start loading up their shopping carts with items, and what their previous shopping behavior is like?

Most cart software doesn’t address the issue of serial abandoners, but if your cart is communicating with your ESP, it’s easy enough to store information such as this in your recipient data. Once the information is in the email marketing software, it’s an easy matter to tweak the automation to either skip these people—if they commonly abandoned cart without purchasing—or eliminate or reduce the discounts if they appear to be routinely using abandonment strategies to get additional discounts. You still may want to offer those discounts, but wouldn’t you prefer to know if your doing it for a select group of people and not the general public?

Tweaking the Message

At the other end of the spectrum is the person who buys things regularly. Just as with the serial abandoner, the regular purchaser is a great source of personalized data. If person tends to purchase certain products, then even cart reminders can act as a source for additional sales. This data can also clue you into when a customer has changed their buying habits, switching to other products, or dropping the purchase of certain items completely. Knowing things like this offers some excellent opportunities to sweeten the message with additional offers.

These two extremes point out the main advantage of using an ESP in conjunction with your cart software. Using an ESP with good automation capabilities doesn’t just enhance the shopping cart experience, it supercharges it. Used well, with the inherent advantages of dynamic content and interchangeable content blocks, an ESP automated workflow will not only save you time, it can increase your sales.

Calling it Quits

Shopping Cart abandonment programs kick in quickly, and often end just as quickly. We’ve received abandonment notifications as far as two weeks after the event, although these are rare. Most businesses give up after three days. We certainly wouldn’t discourage anyone from a one or two week follow-up notification, but this should signal the end of the process. What happens to the shopping cart after that will vary. Some companies automatically empty abandoned carts while others leave items in the cart forever. Whatever the case, you’ll need to address what happens when a customer comes back to the site and either looks and leaves, doing nothing to empty the cart, or adds new items and leaves again without proceeding to the checkout.

Don’t Overstay Your Welcome

Care must also be taken to ensure that you aren’t sending abandonment notifications to the people who went back and made the final purchases or deleted the unpurchased items from their shopping cart. Once the shopping cart is empty, any notices regarding sales at this point will be met with confusion at best, or hostility at worst. Once the purchases are made, that recipient should drop off the workflow. For this reason, a drip campaign is a poor substitute for a real automated workflow. If a person has emptied their cart, the last thing they want or need is another email telling them that they haven’t. By using automation, you will avoid this problem, ensuring that only those who really do have items in their carts are being reminded to finish their purchases.

Where to Find Help

As you can probably tell, shopping cart abandonment is not something to be taken on lightly. If you need help either setting up a shopping cart abandonment program, or getting your shopping cart software to communicate with your email marketing software, either contact us via our website, or give us a call at 1-888-362-4575. You might also want to take a look at the workflow automation features included in Goolara Symphonie. To find out more, click here.

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Automated Email Workflows, Part One: A Primer

Automated workflows
[Note: This is the first in a series of posts about automated workflows for email marketing. In this, the first part, we will look at what you need to know before you get started creating an automated workflow. The examples used in these articles were created using Goolara Symphonie’s Automation features, but the information presented here is applicable to other systems as well.]

Automation is an important part of a complete email marketing program. It allows the person in charge of email marketing to work on other things while the emails that don’t require their attention are sent out automatically. If you are not using automated email workflows yet, you might be leaving money on the table. While they can take some time to set up, studies show that automated workflows improve sales results and pay for themselves in no time.

There are many interesting things that can be done with a flexible automation tool: drip campaigns, on-boarding programs, and shopping cart abandonment, to name but a few. But how do you get started implementing some of these programs? Let’s take a look.

Data is King

Your ability to personalize and tailor a program to an individual depends considerably on what you know about that person. You cannot, for instance, address someone by their first name in an email if you don’t have that information as a field in your demographics. Collecting useful data and providing it to your digital marketing solution is key to the success of any email marketing program. When working with automation, data is also king. A shopping cart abandonment program will only work if the data indicating an abandonment can be transferred from your shopping cart software. That leads us to the next question: How do we get that data into our system?

Real-time vs. Batch Processing

With automations, the sooner you can act on the data you’ve collected, the better. The ideal situation is when data can be transferred immediately. This is generally done through an API call responding to something that happens outside the system, such as a cart abandonment, a webinar sign-up, or a white paper download. If possible, you’ll want your programmers to setup a call to the digital marketing platform to transfer this data and activate the automation as soon as an event has occurred.

If it’s not possible to transfer data in real-time, you can try collecting the data once a day and transferring it to your digital marketing platform. This is an imperfect solution, however. Most people nowadays expect near instantaneous responses, but some examples where a response delay is more acceptable include, a drip associated with a webinar, follow-up to an event, such as a trade show, or something long term, such as a birthday reminder.

When There’s No External Data

If you can’t get real-time or batch data out of your internal systems, don’t panic. There are some situations where you can automate actions based on the data that is already in your digital marketing platform. One example is an on-boarding program. When a new recipient is added, they are automatically added to a drip campaign that provides automated emails to help them get started. Another example is automation based on open or clickthrough behavior. This can be dangerous, as many recipients don’t react well if they feel that their actions are being tracked, but it can be a useful tool to send administrative alerts to the salesperson or follow-up on the recipient’s demonstrated interest.

What Data?

So, what data should be provided in external data tables to facilitate a good automation program? Obviously, the email address. You won’t get far without that one. The email address is also the best identifier of each recipient since it’s the one piece of information that will be unique for everyone. Beyond that, it is a question of which data is actionable by your automation tool. You should be able to offer different paths within the automation flow based on the data provided. For example, knowing the date of the webinar will allow you to coordinate the drips so they are sent at the appropriate dates and times before and after the event.

Data to merge

Another important consideration is what data you will want for merging purposes. As an example, a shopping cart email that references some vague statement like “there are items in your cart” will not be as effective as one that references the specific item(s). The data may be usable in its native form (names, dates, and such), or it can be inserted into the message directly as HTML (as an invoice layout, for instance).

Utilizing Past Data

You’ll also want to look at the capabilities of your automation tool to make sure that it can handle simultaneous workflows for the same recipient, and that previous data is available for decision points in the workflow. If you offer events that have any overlap, like several webinars a month, it is important that your workflow can handle keeping track of which webinar the recipient has and hasn’t signed up for. Additionally, using the data from previous events can help you make the best decisions within a workflow. For example, you may offer a discount for a redeemed shopping cart the first few times a recipient abandons, but after a pattern of abandonments has been established you may want to cut out the discount to make sure recipients aren’t gaming your program. A good automation program should allow you to make decisions based on this previous history.

Next steps

Gathering data for your automation, deciding what data should be collected, and making a workflow that is intelligent based on past behaviors are several of the key things to consider when starting an automation program. After that is specifics of the different types of workflows, which we will look at in subsequent blog posts.

Next: Part Two—Creating an On-Boarding Drip Campaign.

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The Holiday Season is upon us, so we thought it might be fun to offer an infographic in the form a simple game of chance. Of course, your email marketing efforts should be anything but a game of chance. Careful planning, design, and testing will go a long ways toward improving your open rates. Keeping aware of your metrics and avoiding quick fixes, such as list purchasing, will keep your deliverability out of the red zone.

emailgame

You can find more on information on the topics listed in the Email Game in the following blog posts and in the guides and white papers in the Resources section of the main website:
The Complete Preheaders and Snippets Tutorial
Personalizing Your Email Marketing
Using Content Blocks and Dynamic Content
Deliverability Enhanced (downloadable white paper)
Oops! – Handling and resolving email marketing mistakes (downloadable white paper)
Using Text & Images (downloadable guide)
Best Practices Enhanced – Vol. 1: Content, List Management, and Testing (downloadable guide)
Best Practices Enhanced – Vol. 2: Design and Image Management (downloadable guide)
Responsive Email Design (downloadable guide)

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Geolocation Tricks and Techniques

Geolocation tipsIn our last blog post, we talked about assembling an email that uses location-specific data to personalize an email. We showed how you can use content blocks to offer information for specific store locations based on the subscriber’s address. In this article we will talk about how to use geolocation in email to personalize each mailing. We won’t be discussing how to obtain address information for your subscribers. There are plenty of articles on that subject, and most of the techniques (surveys, special offers, etc.) are easy to come up with. For now, we will assume you already have this information and would like to put it to better use. For our example, we’ll be using the address locations for the recipients, to show information about the nearest store.

Finding Geolocations for Email

You may have the street addresses for your recipients, and the physical locations of your stores, but these won’t do you much good as they are. It is hard to compute anything from a street address. After all, 1945 Polaris Place, North St. Paul, MN is a lot harder to use in a formula than 45 and -93. To find the actual geolocations, you’ll need the geographic coordinates—in other words, the latitude and longitude. This may sound a bit daunting, but obtaining this information is relatively easy. There are several online sites, such as Batch Geocode and GPS Visualizer that can generate latitude and longitude numbers from street addresses automatically. Now you have the geolocation data you need for your email marketing campaign, but you still need to convert that data into nearest store location information.

More Than Maps

There are some web sites that will automatically take your store address list and your subscriber list and convert these into maps, with arrows showing the store locations. This is relatively easy to do thanks to the online map features in Google, Bing, Mapquest, and others, but there are surprisingly few sites that will give you the same information as text, and it’s text we want to enter in our subscriber database. Online maps are fine for website use, where you are free to use Javascript in your design, but email affords us no such luxury. We can create our own maps as images to insert in the email, which is exactly what we did in the previous post with the content blocks, but we’ll still need actual data that identifies which map (or content block) to display for each customer.

If you have an IT department with a programmer available, the formula for finding the nearest store locations based on each of your recipient’s location information is a simple one. For those using SQL Server or MySQL, it is easy to compute because the formulas are built into these relational database management systems. For the IT department using other methods to compute these distances, here’s a web page that lists nearly every programming language method of accomplishing this.

Using Excel

For the company with a limited number of stores and/or a minimal IT department, we’ve created an Excel spreadsheet that computes the closest store based on each customer’s geolocation information. It has an area where you enter your store latitudes and longitudes, and another where you enter the latitudes and longitudes of your recipients. These should be simple copy and paste procedures from the data you’ve already obtained using the geocoding applications. The formulas in the spreadsheet then compute the distances between the stores and the addresses, and compare them to find the closest store.

Excel geolocation spreadsheetAside from any adjustments you need to make for additional stores (our sample is set up for three), the only things you need to know are the latitudes and longitudes for your stores and your subscriber addresses. The best thing about this spreadsheet is that you don’t have to figure out the formula to use it. We’ve already entered the basic trigonometric function for finding the nearest location. You can simply plug in the values and let Excel do the rest. Computing the closest location involves several steps. We have broken these steps down in our Excel spreadsheet to make it easier to understand. Download the Excel spreadsheet here.

Once the values are computed, it’s a simple matter to import this data into a column in our original subscriber list. Now we have values we can work with. We can use this data to match the content block with the recipient, as we demonstrated in the previous post:

dynamic content blocksWe can also use the data directly via mail merge or dynamic content to add individual details to the content, or the subject line (example: “Don’t miss the 40% off sale at our Stonestown store, this weekend”).

All The Data You Want

Of course, you don’t have to create a field containing the nearest store location. You can enter the geolocation data into your recipient demographics and work with it directly. With some email marketing software (such as Symphonie), you can create a custom mail merge tag that will run the mathematical logic to calculate the nearest store on-the-fly. This can be useful if you are computing many different distances, or your IT department can’t provide the resources when you need them.

Also keep in mind that it doesn’t have to be store locations. In our last post, we used similar data to compute the favorite teams for various locations. By creating separate fields for favorite teams we were able to use the data both for dynamic content purposes (example: If recipient lives in San Francisco, show the Giants image) and for merge purposes (Inserting the “favorite team” field in the email content).

Fine-tuning the Data

One thing this technique doesn’t take into account is the fact that some people don’t choose to shop at the store nearest to them. They might not like the location, or the personnel, or maybe they are using a mail drop that is located in another part of town. Gathering actual in-store data requires either a POS system that connects to membership information, or the credit card information obtained during purchases. As a rule, this isn’t that critical. Most people will understand why you showed the closest store. If someone does complain, you can always adjust their nearest store information to reflect their preference.

If you’re collecting address data as part of your email marketing effort, the best way to maximize the usefulness of that data is by adding geolocation data to the mix.

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