Triggered and transactional emails

triggeredvstransactoinalEarlier this week I was talking on IRC with some colleagues. There was some kvetching about senders that think transactional emails are the same as triggered emails. This led to discussion about whether transactional and triggered emails are the same. I don’t think they are, but it took a while for me to come up with why I don’t think they’re the same. It took even longer to come up with definitions I liked.
Transactional Emails: Emails sent in response to direct request by the recipient. Transactional emails are usually one-off emails. Transactional emails probably don’t need an unsubscribe link, although it may be a good idea to include one just to make people feel comfortable receiving them. Examples: password reset emails, receipts, tickets.
Triggered Emails: Emails sent in response to an action by a recipient. Triggered emails can be one-off, but can also be series of emails. Triggered emails should have an unsubscribe link, so people can stop the emails if needed. Examples: cart abandonment emails, after purchase surveys, followups to software installation.
The key difference is that in a transactional email, the recipient has asked for that particular email. In a triggered email, the recipient may very well want and respond to the email, but they didn’t ask for it.
There are, as always, some grey areas here. Is a welcome message transactional or triggered? Probably transactional, but they should always have an unsubscribe link.
What about software installation followups? We’ve been looking at some alternatives to our current time tracking software which involved me setting up accounts at multiple different SaaS providers. A couple of them had triggered welcome series. These emails let me know things I could do with the software, things I still needed to set up, and led me through the process of trying out their system.
This was mostly good, but not completely. One of the series didn’t have an opt-out link, though. That was somewhat annoying because I’d already decided the tracker didn’t do what we needed. I couldn’t make the mail stop. I think if there is one thing I’d say about mail is that senders should never force someone to receive their mail.
It’s tempting for senders to define all triggered emails as transactional. Since it’s a user action that caused the mail to be sent, it must be a transactional email. But a lot of triggered emails are triggered by actions the user doesn’t know will trigger an email. Cart abandonment emails are a good example of this, not every retailer has them and so users aren’t yet expecting to get an email if they drop stuff in their carts and then leave the site.
Overall, both transactional and triggered emails have their place in a healthy email program. But they shouldn’t be confused for one another and should be treated as separate mail streams.

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Transactional mail

0820ChalkboardThere are a lot of myths in the email space. Things that someone, somewhere said and another person repeated and then another person repeated and all of a sudden it is TRUTH. One of those things is the idea that there is a law defining what can be in a transactional email. Supposedly this law says that 80% of the message must be transactional content while 20% of the mail can be promotional content.
This isn’t really a law. I was even going to say it’s kinda a good idea, but then I stared thinking about it. It doesn’t even really make sense. 80% of what? Size? Space? Bytes? Layout? Do headers count in the 80% or just what’s visible? Does the HTML code count? What makes for “new” content?
Adding promotional content to receipts is great for conversions. It’s a great way to get someone to opt-in to mail. It’s a great way to upsell. It’s great for engagement; that makes it good for deliverability. Senders should include some level of promotional mail in receipts whenever possible.
There are some guidelines I suggest when looking at transactional mail.

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September 2015: The month in email

SeptemberCalendarSeptember’s big adventure was our trip to Stockholm, where I gave the keynote address at the APSIS Conference (Look for a wrapup post with beautiful photos of palaces soon!) and had lots of interesting conversations about all things email-related.
Now that we’re back, we’re working with clients as they prepare for the holiday mailing season. We wrote a post on why it’s so important to make sure you’ve optimized your deliverability strategy and resolved any open issues well in advance of your sends. Steve covered some similar territory in his post “Outrunning the Bear”. If you haven’t started planning, start now. If you need some help, give us a call.
In that post, we talked a bit about the increased volumes of both marketing and transactional email during the holiday season, and I did a followup post this week about how transactional email is defined — or not — both by practice and by law. I also wrote a bit about reputation and once again emphasized that sending mail people actually want is really the only strategy that can work in the long term.
While we were gone, I got a lot of spam, including a depressing amount of what I call “legitimate spam” — not just porn and pharmaceuticals, but legitimate companies with appalling address acquisition and sending strategies. I also wrote about spamtraps again (bookmark this post if you need more information on spamtraps, as I linked to several previous discussions we’ve had on the subject) and how we need to start viewing them as symptoms of larger list problems, not something that, once eradicated, means a list is healthy. I also posted about Jan Schaumann’s survey on internet operations, and how this relates to the larger discussions we’ve had on the power of systems administrators to manage mail (see Meri’s excellent post here<).
I wrote about privacy and tracking online and how it’s shifted over the past two decades. With marketers collecting and tracking more and more data, including personally-identifiable information (PII), the risks of organizational doxxing are significant. Moreso than ever before, marketers need to be aware of security issues. On the topic of security and cybercrime, Steve posted about two factor authentication, and how companies might consider providing incentives for customers to adopt this model.

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Marketing and storms

Never let it be said that marketers can’t take advantage of anything. In this case, there was a lot of commercial email mentioning Hurricane Sandy sent over the last few days. The emails themselves mapped into a number of broad categories.
Informational: Emails from hotels, airlines and east coast businesses keeping customers updated about their current status.  Emails from many banks also fell into this category. Generally these emails offered information about reservations, flight statuses and cancellations. In the case of banks, customers were also told about loosening of overdraft and other policies.
Sales: Some retailers used the storm as an excuse for a storm. American Apparel sent out an email advertising a 36 hour sale for residents in states on the hurricane path. This prompted some recipients to complain about the tastelessness of the advertising.
Relief efforts: A number of companies sent out emails encouraging subscribers to donate to relief efforts. In many cases these companies are located in or have employees directly affected by the storm. Some of these companies offered discounts or bonuses to people who donated to relief efforts.
Spam: Finally, I would be remiss in not pointing out that spammers and scammers come out in force after most natural disasters. Spammers took full advantage of the storm, too and were sending out lots of mail mentioning the storm. Mailchimp dedicated a full blog post to looking at the amount of spam mentioning the storm and its impact on email delivery.
Return Path has an analysis of some of the Sandy related mailings and how they performed both between categories (although Return Path didn’t categorize them like I did) and within categories. It’s well worth a read to see how different approaches worked.
Email is a great way to communicate with people. The breadth of emails going out about or referencing the storm are a testament to that.

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