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AMTA IL Chapter
From Email to Appointments
Allissa Haines
no nonsense email marketing to recruit and retain clients
Review the Basics
 Preference
 Cost effective
 Measurable
why use email?
Review the Basics
 Transactional (individual)
 Bulk
2 types of emails
Your email address. It
matters!
 Branded
 allissa@hainesmassage.com
 Generic
 allissa.haines@gmail.com
Your email address. It
matters!
 Totally weird, inappropriate and/or
unprofessional
 fuzzybunny38@hotmail.com
 lovestorubu@yahoo.com
 sexyrexy@macmail.com
 sugahmama69@someemail.com
 smokinphalanges@misc.com
Transactional email must-
haves
 Proper name set in email
settings
 Email signature
 No fancy formatting
Proper name in the email
settings
Email signature
 Full name
 Phone number
 Address (?)
 Website
Simple formatting
Transactional email etiquette
 Greet and close
 Use abbreviations sparingly
 Avoid jargon
 Make the subject field match
the content
Bulk email
Anything that is identical content
going out to multiple people
 Newsletters
 Updates and special offers
 Last minute appointments
Review the Basics
 Use a service
 CAN-SPAM Compliant
look good, stay legal
Service options
 MailChimp (free for 2,000
contacts, then varies)
 *Constant Contact ($20/month
up to 500 contacts, less if you
pay for 6 months or a year. 60
day free trial.)
Getting started
 Subscription box on website
 Customizing a welcome email
Adding a subscription box
Building a list
 By permission only
 Email addresses (the
people behind them)
should be treated like
relationships.
Building a List
 Purge your files
 Create a system for adding new
clients
if you already have a list
Building a List
 Be clear about what youre
offering.
 Offer something useful.
new subscribers from website
& social media
From Email to Appointments: no nonsense email marketing to recruit and retain clients
From Email to Appointments: no nonsense email marketing to recruit and retain clients
Building a list
 While doing public gigs
 Subscription contest
(fishbowl)
 Use an event-specific
follow up when
appropriate!
(welcome email that
references the event)
Building a List
 QR code or simple sign up list
 Offer incentive
 Follow up with event-specific
welcome email
in-person opt in
Welcome Email
 Intro & thank you
 Set expectations
 type of content
 frequency
 Tell what makes you special
 Invite
 to communicate
 to book
the nice to meet you
From Email to Appointments: no nonsense email marketing to recruit and retain clients
From Email to Appointments: no nonsense email marketing to recruit and retain clients
Welcome Email After an
Event
creating a email to follow up
from an event
Organize yoself
Creating a Schedule
Creating a Schedule
 Valentines Day
 Spring
 Mothers & Fathers Days
 Back to School
 Holidays
consider annual promotions
Creating a Schedule
 Whatever works for you
 Make time to accomplish the
tasks
spreadsheet, calendar,
appointment book
From Email to Appointments: no nonsense email marketing to recruit and retain clients
From Email to Appointments: no nonsense email marketing to recruit and retain clients
From Email to Appointments: no nonsense email marketing to recruit and retain clients
What do I write?
Whats the purpose of this
email?
 Inform & educate
 Encourage appointment
bookings
 Encourage gift certificate sales
Anatomy of an email
 From address
 Use a clear name, (person)
 Subject line
 Use readers first name
 Accurately reflect content
 50 characters or less
 Avoid spam triggers
 Social sharing buttons
 Branding
 Logo & colors
Anatomy of an email
 Obvious call to action
 What do you want the reader
to do?
Anatomy of an email
 Privacy policy
 Unsubscribe link
Newsletters
 News
 events
 fundraisers
 babies!
 new music? books?
 Educational
 interesting health articles
 instructional videos
 Community
 feature referral partner
Newsletters
Single offer or Specials
Last minute appointments
Its not about you
Subject Lines
Subject Lines
 Chamber E-News
 May Newsletter
 News from XYZ, Inc.
examples of awful subject
lines
 Spam triggers
 Bait & switch
 Boredom
avoid
Subject lines
 Address the clients needs
 Brief, 40-55 characters
 Clear & informative
 Personalize
 Action verbs
make em great
 Schedule now for the best time
slot
 Run faster after these
hamstring stretches
 Show Dad how much you care
action verbs (when
appropriate)
Sharing is caring
Working with Referral
Partners
Referral Partners
 Do NOT borrow or buy a list
 Do swap blurbs to put in each
others next email
do it right
Getting specific
Segmenting your list
Lists, Tags & Groups
Lists, Tags & Groups
 Constant Contact
 tags
Segment based on Activity
What to Measure
 Clickthrough Rate
 Conversion Rate
 Bounce Rate
 List Growth Rate
 Email Sharing/Forwarding
 Overall ROI
and what it means
What to Measure
 Did recipient interact?
clickthrough rate
What to Measure
 Did the recipient do what you
wanted her to do?
conversion rate
What to Measure
 Message is not delivered
bounce rate
What to Measure
 Are you getting new
subscribers?
 Where are they coming from?
list growth rate
What to Measure
 Who shares, and what do they
share?
sharing/forwarding
What to Measure
 Is this worth your time &
money?
overall ROI
What NOT to Measure
 Open Rate
 Unsubscribe
meh
Whaddya like best?
A/B Testing
A/B Testing
 Timing
 Subject line
 Design
 From name
only change ONE thing
From Email to Appointments: no nonsense email marketing to recruit and retain clients
Writing in general
http://www.hemingwayapp.com/
Business email etiquette book, spinweb
http://ow.ly/uDsZ0
Constant Contact
email stats (infographic)
http://conta.cc/xY1YpY
building a list
http://conta.cc/SIOvWc
Hubspot
Anatomy of a 5 star email
http://bit.ly/YpDcWe
Avoiding spam words
http://bit.ly/yHzbT6
Mail Chimp
Common rookie mistakes http://bit.ly/sSbm4B
CAN-SPAM Act http://1.usa.gov/YgrzFP
Misc
Strike Newsletter from your vocabulary
http://bit.ly/ZtXvDO
Email Snafus
http://blog.spinweb.net/lessons-learned-how-to-
avoid-email-marketing-snafus
Subject lines
http://blog.spinweb.net/why-your-email-subject-
line-sucks-and-how-to-fix-it
Components of an email
http://blog.hubspot.com/blog/tabid/6307/bid/3260
6/The-9-Must-Have-Components-of-Compelling-
Email-Copy.aspx
Resources
AMTA IL Chapter
From Email to Appointments
Allissa Haines
no nonsense email marketing to recruit and retain clients

More Related Content

From Email to Appointments: no nonsense email marketing to recruit and retain clients

  • 1. AMTA IL Chapter From Email to Appointments Allissa Haines no nonsense email marketing to recruit and retain clients
  • 2. Review the Basics Preference Cost effective Measurable why use email?
  • 3. Review the Basics Transactional (individual) Bulk 2 types of emails
  • 4. Your email address. It matters! Branded allissa@hainesmassage.com Generic allissa.haines@gmail.com
  • 5. Your email address. It matters! Totally weird, inappropriate and/or unprofessional fuzzybunny38@hotmail.com lovestorubu@yahoo.com sexyrexy@macmail.com sugahmama69@someemail.com smokinphalanges@misc.com
  • 6. Transactional email must- haves Proper name set in email settings Email signature No fancy formatting
  • 7. Proper name in the email settings
  • 8. Email signature Full name Phone number Address (?) Website
  • 10. Transactional email etiquette Greet and close Use abbreviations sparingly Avoid jargon Make the subject field match the content
  • 11. Bulk email Anything that is identical content going out to multiple people Newsletters Updates and special offers Last minute appointments
  • 12. Review the Basics Use a service CAN-SPAM Compliant look good, stay legal
  • 13. Service options MailChimp (free for 2,000 contacts, then varies) *Constant Contact ($20/month up to 500 contacts, less if you pay for 6 months or a year. 60 day free trial.)
  • 14. Getting started Subscription box on website Customizing a welcome email
  • 16. Building a list By permission only Email addresses (the people behind them) should be treated like relationships.
  • 17. Building a List Purge your files Create a system for adding new clients if you already have a list
  • 18. Building a List Be clear about what youre offering. Offer something useful. new subscribers from website & social media
  • 21. Building a list While doing public gigs Subscription contest (fishbowl) Use an event-specific follow up when appropriate! (welcome email that references the event)
  • 22. Building a List QR code or simple sign up list Offer incentive Follow up with event-specific welcome email in-person opt in
  • 23. Welcome Email Intro & thank you Set expectations type of content frequency Tell what makes you special Invite to communicate to book the nice to meet you
  • 26. Welcome Email After an Event creating a email to follow up from an event
  • 28. Creating a Schedule Valentines Day Spring Mothers & Fathers Days Back to School Holidays consider annual promotions
  • 29. Creating a Schedule Whatever works for you Make time to accomplish the tasks spreadsheet, calendar, appointment book
  • 33. What do I write?
  • 34. Whats the purpose of this email? Inform & educate Encourage appointment bookings Encourage gift certificate sales
  • 35. Anatomy of an email From address Use a clear name, (person) Subject line Use readers first name Accurately reflect content 50 characters or less Avoid spam triggers Social sharing buttons Branding Logo & colors
  • 36. Anatomy of an email Obvious call to action What do you want the reader to do?
  • 37. Anatomy of an email Privacy policy Unsubscribe link
  • 38. Newsletters News events fundraisers babies! new music? books? Educational interesting health articles instructional videos Community feature referral partner
  • 40. Single offer or Specials
  • 42. Its not about you Subject Lines
  • 43. Subject Lines Chamber E-News May Newsletter News from XYZ, Inc. examples of awful subject lines Spam triggers Bait & switch Boredom avoid
  • 44. Subject lines Address the clients needs Brief, 40-55 characters Clear & informative Personalize Action verbs make em great Schedule now for the best time slot Run faster after these hamstring stretches Show Dad how much you care action verbs (when appropriate)
  • 45. Sharing is caring Working with Referral Partners
  • 46. Referral Partners Do NOT borrow or buy a list Do swap blurbs to put in each others next email do it right
  • 48. Lists, Tags & Groups
  • 49. Lists, Tags & Groups Constant Contact tags
  • 50. Segment based on Activity
  • 51. What to Measure Clickthrough Rate Conversion Rate Bounce Rate List Growth Rate Email Sharing/Forwarding Overall ROI and what it means
  • 52. What to Measure Did recipient interact? clickthrough rate
  • 53. What to Measure Did the recipient do what you wanted her to do? conversion rate
  • 54. What to Measure Message is not delivered bounce rate
  • 55. What to Measure Are you getting new subscribers? Where are they coming from? list growth rate
  • 56. What to Measure Who shares, and what do they share? sharing/forwarding
  • 57. What to Measure Is this worth your time & money? overall ROI
  • 58. What NOT to Measure Open Rate Unsubscribe meh
  • 60. A/B Testing Timing Subject line Design From name only change ONE thing
  • 62. Writing in general http://www.hemingwayapp.com/ Business email etiquette book, spinweb http://ow.ly/uDsZ0 Constant Contact email stats (infographic) http://conta.cc/xY1YpY building a list http://conta.cc/SIOvWc Hubspot Anatomy of a 5 star email http://bit.ly/YpDcWe Avoiding spam words http://bit.ly/yHzbT6 Mail Chimp Common rookie mistakes http://bit.ly/sSbm4B CAN-SPAM Act http://1.usa.gov/YgrzFP Misc Strike Newsletter from your vocabulary http://bit.ly/ZtXvDO Email Snafus http://blog.spinweb.net/lessons-learned-how-to- avoid-email-marketing-snafus Subject lines http://blog.spinweb.net/why-your-email-subject- line-sucks-and-how-to-fix-it Components of an email http://blog.hubspot.com/blog/tabid/6307/bid/3260 6/The-9-Must-Have-Components-of-Compelling- Email-Copy.aspx Resources
  • 63. AMTA IL Chapter From Email to Appointments Allissa Haines no nonsense email marketing to recruit and retain clients