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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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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