Research shows that behavioural email marketing is a powerful technique to automatically follow-up online customer actions to help increase conversion to sale at a low cost. However, the technique is still used by relatively few companies. One barrier to setting up these event-triggered email sequences is the time it takes to specify the sequences if it's a new approach to the company or agency.
This spreadsheet provides a template for marketers to create a messaging sequence that supports their business for the range of potential event-triggered campaigns including:
The spreadsheet will help collaboration between a range of people who may be involved with setting up and reviewing behavioural email campaigns including:
This example template was developed for an event-triggered "Welcome" email sequence based around a brochure download. It's a classic inbound/permission marketing lead generation approach which can be used for B2C or B2B campaigns where access to content or a trial service is given in return for an individuals details. The template includes 3 worksheets including:
You can read more about how to plan email sequences in this introduction.
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