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Results are in: Teaser emails + blog posts. Are they worth doing?

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After last week’s article: “Should you write blog posts or email newsletters?”, you might be wondering what happened with the experiment.

As a refresher… Newsletters and Blog Posts both have strengths:

  • Newsletters are awesome because you can push new articles to your readers who want to hear from you. You don’t need to franticly promote new content.
  • Blog posts are more easily sharable by readers. They are also indexed by google and findable in search.

Last week you received the article as a “Teaser” by email and the full content in a blog post.

I wasn’t a fan of teaser emails with excerpts. So I wrote you specific, new content. But basically, the structure was like the image below:

Last week vs This week

How did it work out?

Let’s look at a few different criteria so you can get a full picture:

  • Opens
  • Clicks
  • Replies
  • Pageviews
  • Comments
  • Shares
  • SEO Juice
  • Total no. of people who read the article

How many people opened the email?

Opens were not statistically different. In fact the opens were the highest of the past 5 emails you’ve received (by 0.1%).

If we can learn anything from the slightly higher open rate, it suggests that this topic is of interest to you.

How many people clicked through to the blog?

Since the content required you to click through, you might expect higher clicks.

1/2 of the people who opened the email clicked through

Overall, our clicks on this email were the highest ever by over double the closest email.

How many people wrote an email reply?

One of the best parts of sending the newsletter is getting your replies. Usually a quick note that you enjoyed it, or a question about how the newsletter applies to your business.

Replies suffered

There were 1/3 of the replies from the week before.

How many unique people viewed the article on the blog?

When sending the article by newsletter only, pageviews are zero so any additional traffic is a boost.

Relatively, this past week page views of the article were 12% of our overall traffic to customer.io.

However, Unique page views were only 73% of unique opens of the email. So, in this case, fewer people viewed the blog post than opened the email.

How many people left a comment on the blog post?

With a newsletter, there are no comments. On the blog there were 5 comments. Some of the content on the blog represents people who would ordinarily reply to the email expressing themselves more publicly.

One of the replies on the blog was from Helder who wrote:

I think emails that are archived online for sharing/indexing are the best. I hate being “teased” into stuff. Either give me content, or don’t. It’s partial RSS feeds all over again.

Point taken! And the primary reason we’re sending the full content by email this week.

How many people shared the article on social networks?

After 1 week, you guys did a little sharing on social networks:

  • 3 likes
  • 9 tweets
  • 4 linked in shares
  • 2 google+

The post by no means went viral, but there seemed to be some casual sharing by people.

How well does the article rank in Google?

In incognito mode in Chrome (necessary to remove personalized results), I did a little googling.

Listing in search results

Searching for:

  • should you write a newsletter or blog post? - 1st position
  • blog post or newsletter? - 3rd position
  • newsletters or blog posts? - Page 2 :(
  • should you write a newsletter - 2nd position

As an investment, there is long-tail value to having your content findable by people searching on the web.

How many people in total read the article?

This is where “success” gets a little fuzzy. I made a little chart to try to share it with you:

Email only vs. Teaser Email

What can you conclude?

This week instead of doing the teaser, I put the full content in the email with a link at the top of the email to “Read online” and a link at the bottom to “Add a comment”.

When you have people saying that it sucks to receive teasers, that’s a good data point.

The data supports that if the full content is in the email, more people overall may read it.

What do you guys think about the full article in the email vs. just a teaser?

Add your thoughts in the comments below. Or feel free to comment on Hacker News


Put your readers first to win at content marketing

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I’ve been anxiously waiting for today to share our results from last week with you.

tldr; When you write an article, sending the full content by email with a link to the blog post is a great experience for your reader (and might be best for you too).

What we’ve learned so far

If you just signed up for the newsletter (Hi New York Times readers), here’s a summary of some of the things we’ve learned over the past few weeks:

Email + Blog = Love

  • Having an email newsletter is a great way to strengthen your relationship with an existing audience.
  • Having a blog is a great way to reach new people (but hard to let them know about new content).
  • Sending a newsletter with a teaser linking to the blog got 50% of people who opened the email to click. It also really annoyed people.

Last week, you received full content by email. There was a link at the top to read online, and a link at the bottom of the email to add a comment on the blog.

How did behavior in the email change when we sent the full content in the email?

Opens - as you might expect, there was no real change here. The open rate was well within the normal range.

Clicks - Clicks in the email went from 48% of opens to 10% of opens.

Anecdotally, here are a couple of comments:

From Sarah: > The full content in the email got me to the bottom to the leave a comment link.

From Matter Design: > As a marketer I normally consider click through rate as a measure of success. However I just read your content in full because it was all in the email.

Great point! If you do this you can’t use click through rate as a measure of success. But it might be a trade-off worth making.

How many people ended up reading the article on the site?

3x as many unique people viewed the article on the blog as opened the email.

Here are visits:

Visits to the blog

  • The first peak is when we sent a teaser email + blog content.
  • The second peak is last weeks email with full content in email and on the blog.
  • The third peak is traffic from a link to Customer.io from a New York Times article on Standing Desks.

Without drawing any conclusions, the number of people reading last week’s newsletter on the blog was greater than the week before.

Let’s see if we can dig a little more into the numbers:

How was it shared on social networks?

Hacker News

One big driver of traffic last week was the website Hacker News. One of you (dsr12) submitted the article. Whomever you are, Thank you!

It received just 10 votes on Hacker News. This resulted in 45% of uniques visits to the article.

For those of you who are unfamiliar, Hacker News is a website for technology folks to share articles. An article on the front page for a long time is a force of nature (see this tweet).

Twitter, Facebook, Google+, Linkedin… are they worth it?

There were 4 Facebook likes, 22 tweets, 3 linked-in shares, and 6 google +1s.

Social sharing

Assuming the numbers for referrals are accurate, social sharing (only) accounted for about 4-5% of traffic to the article.

If that trend continues, I may remove “sharing” from the page completely to streamline the reading & commenting experience.

I’d love to know if you have data that supports or contradicts my findings.

How prominent is mobile?

20% of viewers of the blog post were mobile. iPhone, iPad then the long-tail of android devices. I don’t have stats yet for how many people opened the email on mobile. Our friends at Litmus have a way to track this, so I may give it a shot in a future mailing.

Summary of changes we’ve made to the blog and the emails you receive

  1. Weekly content appears in full on the blog and by email
  2. Emails contain a link to the blog at the top to read online and at the bottom for comments
  3. Blog has a “Sign up for emails” box after you read the article (we set a cookie so you don’t see it after signing up)
  4. The design of the blog focuses on reading with distractions removed.

I’d stand by these recommendations. The primary goal is to provide more value to you, the reader. And I think if what you say and how you deliver it seeks to give value to your audience first, you can’t go too far wrong.

What are some changes you’ve made that have had surprising results? Share your thoughts in the comments.

P.S. This is the last this series about how to package all of the great articles you’ll write into a nice neat bundle.

I’ll continue to experiment on my end and let you know if I learn anything new. But next week, expect an article diving back into our main focus: Helping you write better marketing emails to your customers

Previous articles

Rules of thumb for writing emails

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What are your rules of thumb for writing emails? Do you have any? Or do you just write stream of consciousness every time?

Over time, I’ve come up with about 57 rules of thumb that I follow. But I want share just 5 really important rules of thumb with you today.

Rules of thumb

1. Write like you speak

It took me a while to realize the benefits of writing more casually. As soon as you get rid of all the awkward phrases you learn in english class, your writing will instantly become more relatable.

If one were to adopt said writing style in ones own writing, one might engage one’s readers more effectively <- Example of what not to do!

2. Break down complex ideas into simple ones

Reading an email shouldn’t feel like you’re doing a really hard math problem. Before you click send do some extra work for your reader. Try rewording complex thoughts into simpler ideas. And please, for the sake of your reader, limit how many “hard” concepts you cram into each email.

3. Break apart long paragraphs and sentences

New York Times

Take a look at how newspapers and magazines break up their content. Paragraphs in New York Times’ articles tend to be only one to three sentences long with white space between each paragraph. If you catch yourself writing long run-on sentences. Break. Them. Up.

4. Have one clear call to action per email

What do you actually want people to do? Follow you on twitter, facebook, and pinterest? Or do you want them to finish signing up to become a valuable user / customer?

Every time you add a choice to your email you increase the likelihood your reader will get confused and delete the email.

5. Use a P.S. for a second call to action

A secret among copywriters is that everybody reads the P.S. of an email. They may not read anything else you write, but for some reason people can’t resist the P.S. There’s a nice visual separation too so your content actually looks shorter. So if your boss insists you need more facebook likes, put it in the P.S.

I’ve found these tips to help us tremendously and I hope they help you.

What are your tips for writing emails (or making new friends at holiday parties)? Add them in the comments below:

The Surprise Personal Email

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I want to show you a neat little email you could start sending today. You could call it the “surprise personal email”. It usually comes from someone high-up in an organization. Someone you wouldn’t expect to take the time to email you.

To see this email in action, you could sign up for a trial at Optimizely - an A/B testing tool, or Olark - an on-site chat tool.

You’ll get an email from Olark that looks something like this:

Olark Email - show images

Here’s the twist. Zach didn’t see I just signed up. In fact, this is just an automatic email / lifecycle email / drip email / triggered email. You pick your term.

And here’s the same type of thing from optimizely. They send two emails.

Here’s the first one:

Optimizely 1 - show images

and then I received this one soon after.

Optimizely 2 - show images

Lets be honest folks, it wouldn’t fool any of you savvy marketers. And even if a recipient did suspect that it was automated, they probably don’t mind. There’s nothing shady about a friendly email offering help.

Here are a few tips and tricks for you to send a surprise personal email.

1. Delay the email

Olark’s email came 2 hours after I signed up. You may want to experiment with the delay.

I’m currently running an email like this 7 days after signup.

2. Have your replies go to a team

Sometimes I email you from the address colin.n at customer.io If you click reply it goes to everyone on the team.

Olark used “zachs” rather than “zach” to accomplish the same thing.

What’s great about this is you avoid having a “single point of failure” so if I’m in a 2 hour meeting, you’ll still get help quickly.

3. Make it open ended

The beauty of this email is that it is open ended. If you waffle on about all the things the person might be wondering it would be a difficult email to write.

So a simple “hey, I just wanted to check in to see if you need any help” works wonders.

4. Don’t use formatting

It should go without saying that you want the recipient to perceive this as personal outreach. Take it out of your template and just send text.

I’m going to duck under a table while I say this… but I’d recommend you don’t have an unsubscribe link. This is a one-time email. This type of email straddles the line between transactional / marketing and the unsubscribe link kills perception of it being personal.

And as a final idea, you could always add “Sent from my iPhone” to the signature if you really want to go for the “CEO in a rush” style email.

Do you send any emails like this already? Want some more ideas for emails you can send?

Share your thoughts in the comments below

You'll do great things with email this year:

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What will you have accomplished when we sit here together next year? Will you be proud of the work you’ve done? Will you be proud of the help you’ve given?

If I asked you on January 2nd, 2012 what you would accomplish in 2012, would you be able to tell me? I certainly couldn’t.

In 2012, I was honored to help you:

  • By sending articles (like this) by email to over 2000 people like you every week.
  • By teaching a class on writing great email content to those of you in New York.
  • By proof-reading and providing feedback on your emails

I would never guess that I would have done any of those things. But they were right for us to do because of our guiding principles.

What are your guiding principles in the work that you do?

Our single guiding principle as a company is simple and unwavering:

Help you be awesome at emailing your customers.

Sticking to this principle made it a no-brainer to do all of the things we did this year to help you.

In 2013, I want to help you even more than in 2012

So, tell me. What do you want to master in your email marketing this year?

Add it in the comments below or if you want to share it privately, email me colin at customer dot io

Here’s to 2013,
Colin

P.S. What are you doing the first weekend in February? Consider attending the Email Bootcamp for Startups. It’s virtual. I’m thrilled to be doing it alongside Joanna Wiebe and Patrick McKenzie.

How are you different?

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You’ve been asked the question your entire life: How are you different?

Where do you fit in?

Before you got in to college, each college asked you cleverly worded essay questions. They wanted to know “How are you different?”. Each college compared you against all the other applicants. Some of those other folks didn’t make the cut.

At job interviews, the interviewers ask you all sorts of probing questions about you and your past experience. Really, they are trying to get at one question:

How are you different from the other people we’ve met?

In your job, you experience the same thing from customers (you can’t get away from it!). Sometimes people will ask you “How are you different?

For each question you get, there are a hundred people who don’t reach out and ask you.

Most prospective customers don’t bother to ask you how you’re different

They use the words and pictures on your landing page and in your email to make decisions about you.

So, how can you make sure your landing pages and emails are helping prospects understand how you’re different?

Customers make buying decisions in lines, not dots.

There’s a magic number in marketing that:

The average person has to hear about your product 7 times before they will buy from you

No matter how good your sales copy, you don’t win a life-long customer on a first impression. People string together multiple data-points to make decisions.

The goal of your first-impression should be to earn the opportunity for a second impression.

How do you get a second impression… or better… how do you get people to ultimately buy?

Email bootcamp for startups

I’ve teamed up with Patrick McKenzie (@patio11) and Joanna Wiebe (Copyhackers.com) to teach you this and more at the Email Marketing Bootcamp Weekend for Startups (boy that’s a mouthful!).

When I last taught a class in November, many of you who weren’t in New York asked me to record it and put it online. I couldn’t do it in time!

The weekend bootcamp is going to be delivered online (no matter where you are in the world) + recorded. You’ll get knowledge in real time and be able to review it at your leisure later.

The other folks involved are stellar.

Patrick McKenzie is the founder of Kalzumeus, BingoCardCreator and AppointmentReminder. He is also a conversion consultant with expertise in email marketing.

He knows his stuff, and literally every conversation with Patrick gives me an idea that makes us more money.

For example, this gem I snagged from Patrick’s twitter account:

Mail anybody who uses over 80% of quota a discounted upgrade offer to the next tier. This will make you lots of money.

Joanna Wiebe started CopyHackers.com and previously wrote copy professionally for Intuit. She has a long history in optimizing emails and landing pages to boost conversion and average order values.

About a year ago, I bought Joanna’s ebooks on Copy to get some ideas for a new landing page. I was blown away by how actionable her advice is.

At the end of the weekend, you’ll be full to the brim with new ideas for your email campaigns and the practical knowledge to get results.

We have 50 early bird spots open where you’ll save $190 making your investment: $297. You should expect the rest of the spots to be gone before Early Bird pricing ends on Jan 11th at 11:59pm EST.

For the first time ever, you’ll get a weekend with email marketing and copywriting experts that will change the way you write emails.

Register now as an early bird

Happy emailing,
Colin

The two most important lines in your email are...

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…the subject line and the first line of the email.

Like peanut butter and jelly, your subject line and first line belong together. And if you pair them well they can work wonders for your open rates.

First, let’s look at a bad subject line + first line

You’ve probably seen what a bad first line looks like. But I’ll show you again as a reminder:

A bad first line

Aside from being a boring “Hey we’re relaunching” email, the first line just kills your interest level. I blurred out the company because I don’t want to point fingers.

Why waste an opportunity to entice people into opening your email. Maybe this company bought a crappy email template, or maybe they use a crappy email tool. Maybe they just don’t know how to send good emails.

I want to make sure that this isn’t what your customers see when they get your emails.

Here are two solid ways to avoid this.

Rather than putting it up top, add your link to the web content after the first paragraph. If you grab someones attention with the first paragraph, maybe they’ll want to continue reading in their email, or decide to read in your browser and share it. But before they get excited about your content, why would anyone click?

2. Add an “email preview” section.

Many marketing email tools have a little section for your preview text like this:

Add your preview here

The nice thing about having a separate section is that you have more control over exactly what the email preview says. It doesn’t have to be the same as the first line in your email.

The downside is it starts to add visual clutter. I’m guessing it started as a band-aid to avoid having the “View this email in your browser” text showing in an email preview.

So pick one of these, or if you have another creative way to do it, share it in the comments. However you do it, pay as much attention to the first line as you do the subject.

The job of every line in your email is to make people want to read the next line

Compare the example from earlier with this email from Drayton Bird:

Drayton Bird Subject Line

By now you should be able to tell the difference between a compelling email in your inbox and one that will almost certainly get deleted.

So this week, make sure your emails grab people with the first line, rather than “View in your bro…” you just got deleted

Happy Emailing,
Colin

P.S. Regular registration for the Email Bootcamp for Startups is now open. I’ll be doing a live bootcamp alongside Patrick McKenzie and Joanna Wiebe. If you haven’t yet reserved a spot, click to get $103 off the ticket price of $489.

Last friday we screwed up

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Screwing up gave us the opportunity to write an apology email to our customers. Our screw up affected just a fraction of our customers. But each of them received a personal apology.

Polar Bear Slipping on Ice

Over the weekend I was reflecting on how we handled the situation and learned that Subway was caught selling "Footlong" subs that were only 11 inches! How Subway's public relations department handled it makes them look like a bunch of jerks.

With regards to the size of the bread and calling it a footlong, 'SUBWAY FOOTLONG' is a registered trademark as a descriptive name for the sub sold in Subway® Restaurants and not intended to be a measurement of length.

So, basically they got caught deceiving their customers? They decided to tell you that the joke's on you. "Footlong" is not intended to be a measurement of length?

I'd never want to be in their shoes.

Being pro-active in your communication during a crisis will help you keep things under control and avoid frustration and unhappiness from your customers.

3 simple rules for when a bug or outage affects your users

1. Find out the root cause of the issue (and fix it)

As quickly as possible figure out the root cause, and stop it from continuing. Ideally you want to write to people to say the problem has been fixed. But don't delay.

Make sure you talk to the right people on the team so you understand the problem. Then figure out how to communicate it to people in a non-technical way.

People are afraid of the things they don't understand. So help your users understand why the problem occurred.

2. Identify people affected

Who was affected? How badly? In the event that someone reaches out to you before you have sent the email in step 3, you want to be prepared.

In our case, we had a spreadsheet with every incidence of the bug. I could quickly look up any customer and how they were affected to communicate the information by phone or in chat.

Nothing makes your customers more uneasy than when you're surprised that they have a big problem.

Nothing makes your customers more comfortable than when you understand their problem before they explain it to you.

3. Email your customers before they email you

Once you know the scope of the problem and who is affected, you now need to create your response.

Act swiftly.

In your email:

Tell people what happened

Succinctly and in plain english. Have enough detail to help people understand it. This proves you understand the problem well and builds confidence.

Show people how they were affected

You could skip this step, but you build non-trivial amounts of trust if your email communicates specifics.

If you tell someone "we accidentally deleted data on your account", they can't do much. If you say "We accidentally deleted 5 files on your account. Here are the 5 files" that is way more useful.

Give people enough information that they can act to repair the damage.

Share how you're fixing the problem

Ideally, you're saying this will never happen again. But share what specifically you're doing about it.

Give people compensation for your screwup

If you're writing your customers with bad news, and it causes them damage, bend over backwards.

Err on the side of overcompensating. We gave people credit to the service depending on how they were affected.

Don't make people ask for it. Just give it to them.

No business wants a crisis

In the end it seems most of our customers wouldn't have noticed that anything had happened. But we did. When people wrote back, their feedback was that they appreciated us reaching out and keeping an eye on their account for them.

What are your examples of a crisis handled well? What about crises that turned in to full-blown disasters?

Share your thoughts in the comments.

Happy emailing,
Colin


Results for the Surprise Personal Email

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Did you start sending a surprise personal email like the ones I mentioned a few weeks ago?

I did!

I’m excited to share my results with you. I ended up tweaking both the first email someone gets and the surprise personal email they’ll get later.

First, send a welcome email

When people sign up for Customer.io, they get a “Thanks for signing up” email. We use a simple stylized template that works great on mobile or desktop email:

Our welcome email

You guys know I generally send “plain text” looking emails, but this one is stylized for two reasons:

  1. shows people our product can do designed emails
  2. it contrasts the surprise personal email they’re about to get…

Then 32 minutes later, a surprise personal email

You might be shocked by the simplicity:

Subject: Help getting started?

Hey {{ customer.first_name }},

I’m Colin, CEO of Customer.io. I wanted to reach out to see if you need any help getting started.

Cheers,
Colin

That’s it. No magic bullet. Just a simple offer of help.

This email receives a 17% reply rate. I.e. 17% of recipients clicked reply and wrote a response.

Setting this up is the best 5 minutes you can spend today.

Here are a few quotes from email responses we received:

Customer service like this shows me that you really care about the users.
– Tom L.

I’m all good bud. recommended you to my client.
– Mark S.

… I have been searching for some tutorial or something that shows us what we need to do to integrate properly…
– Nate R.

The first two are feel-good, positive interactions that someone had with us. The third response is a golden opportunity to help.

Someone came to our product looking to solve a need and can’t find what they’re looking for.

They might struggle through it, but more likely they’ll abandon the app. UNLESS they get this email.

A surprise personal email gives people the opportunity to express intent to buy.

Someone responding to your surprise personal email is often expressing a desire to pay you money if you can solve their problem.

Keep in mind, not all people who signs up can become your customer. Your product may be wrong for them. You may not meet the original need they were trying to solve. They may not be able to afford your prices. There are a 101 reasons why someone who signs up won’t ever be your customer.

However, people who hit reply to your email will either become your customer or refer others to you. It’s practically guaranteed.

Set this up today if you don’t have it.

Go set this up. It should take you the same time it took to read this. Your email should be sent about 30 minutes after someone signs up ( Mine is 32). If it takes you more than 5 minutes to do this with your current email setup, let me know and I’d be happy to help you.

Have something like this already?

Everyone would be thrilled to hear about your results in the comments.

Happy emailing, Colin

P.S. As a final reminder, this weekend is the Email Bootcamp for Startups. 7 hours of great email marketing lessons with me, Patrick McKenzie @Patio11 and Joanna Wiebe (Copyhackers.com). You can attend in your pajamas from anywhere in the world. This link gets you $103 off the ticket price.

Ideas you should steal from last weekend's bootcamp

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Hey Folks,

One of the great things when you get a big group of people in a room (virtual or otherwise), is a great sounding board for ideas.

Last weekend, I put on the “Email Bootcamp for Startups” along with Patrick McKenzie @patio11 and Joanna Wiebe @copyhackers. It was an intense 2 day virtual bootcamp with attendees from all over the world.

Here are 3 ideas that resonated with attendees of the email bootcamp for startups and their followers on twitter.

1. Write about your audience, not yourself.

Retweeted a bunch

You’ve heard this advice from me many (many many many) times. Any time you can, change the subject (as in the person you’re addressing) to be the reader, not yourself. <- Note the previous two sentences as an example.

This will help you connect with your reader. It makes what you’re writing about them, and not you.

2. For every 3 emails you send to build equity, send 1 to cash in.

3 to 1

Joanna Wiebe from CopyHackers spoke about not being afraid of selling in your emails. Her advice: For every 3 (newsletter) emails you send that build equity with your readers, you’re allowed to send 1 email to cash in on that equity i.e. ask for something in return.

If your livelihood depends on converting people in to a product, or selling something, then at some point you have to ask for the sale.

A great strategy for overcoming the fear of unsubscribes is to use data. In a spreadsheet keep track of the marketing you’ve sent and the results. How many people unsubscribed. How many signed up / purchased.

Then you can use your head to evaluate whether or not an email was successful rather than feeling the sting of unsubscribes.

3. Send happy customers an offer to switch to annual billing.

This is just for companies that have a recurring subscription:

Patrick McKenzie advocated: After several months of continuous service, send people an email offering annual billing at a reduced rate. This will print you money.

Patrick has been talking about this since last year. Offering annual billing has made Patrick’s consulting clients lots of money. This is a great way to get happy customers to commit to a longer relationship and give your business cash flow.

Most companies offer a discount of a month or two off the service price for switching to annual billing.

One thing that came up in the discussion is “why not offer this to everyone?”. Some companies do. Having different options at the first buying decision makes it harder to decide which plan to pick. After a few months, the customer is happy with the product, and pre-qualified for a longer term relationship. They’re more likely to be happy with a 1 year plan.

Quick question for you:

Next week, I was thinking about sharing data from an A/B test we did on our landing page. Is sharing landing page data beyond the scope of what we should cover? Let me know in the comments below.

Happy emailing,
Colin

P.S. Many of you have written sharing your success with the Surprise Personal Email. If you haven’t tried it, yet, don’t be scared of sending 10 emails manually to recent signups. Tell me how it works out for you.

How to handle people replying to your marketing emails:

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Every time you write an email to your customer, it’s an opportunity for you to get feedback and strengthen that relationship. But as your business starts to scale, how do you handle the volume of reponses? You might be tempted to switch your email address to “noreply”. Please don’t do it.

Sending emails from “No-reply” is the death of your customer relationships.

One thing you can do to handle the volume of replies is to split replies among different people. You could give each customer their own contact within your company. Then when they reply they get the same person every time.

Another thing you can do is aggregate all the responses in to helpdesk software. I’d recommend using helpdesk software that is invisible to your customers. When they reply to you, you wouldn’t want to send them an automatic response with a ticket number.

Why send replies to your help desk?

You might be thinking to yourself, “I’m handling all the replies anyway – why put them in the helpdesk?”

Stripe recently talked about how everyone has access to every email within their organization. I’m advocating that at least for customer replies, you want to bring communication in to one place.

  • New hires can get up to speed fast
  • Everyone on the team can passively stay up to date
  • It makes it easy to spot the same person contacting you through multiple channels
  • You’ve got history and someone covering for you can pick up the conversation.
  • You’ll be able to track things like response time to see if people are slipping through the cracks

I’ll show you how we handle this. You could set up something similar with your tools in about an hour today.

3 steps to getting it set up

  1. Create a support inbox for customer replies to emails
  2. Set up forwarding for those replies to your helpdesk software
  3. Respond to customers from the helpdesk

What tools to use?

I’ll show you screenshots from Google Apps and Helpscout, but you should be able to accomplish this with your email provider and helpdesk.

1. Create your support mailbox

First, here’s a look at our Helpscout Dashboard:

helpscout dashboard

To keep things simple, we didn’t go overboard with creating mailboxes. “Replies to Colin” handles replies to the newsletter and replies to customer onboarding emails. In both of those cases, we send the emails from me, and often use the address colin.n at customer io.

2. Forward the email

Most helpdesks work by giving you a really long email address that you forward support email to. To wire everything together, you just go and forward your helpdesk email (in this case colin.n) to the helpdesk address.

In google apps, to do this the easiest way is to create a new group, and add your long helpdesk email as the member of the group.

Forward email

3. Handle replies like a boss.

If you get too busy and won’t be able to reply to you quickly, a colleague can take over and still deliver awesome customer service. If I’m stuck in a meeting, John or Asha can jump in seamlessly. Rather than everything flowing through my private mailbox, the team can see all previous customer conversations as and is up to date.

We were really excited when we got this flow set. Handling replies to emails can be tricky, and a little chaotic. This gives us structure and metrics. Importantly though, it’s not at the expense of the the experience of people hitting reply.

How have you tackled the same problem? I’d love to hear your thoughts in the comments.

Happy emailing, Colin

P.S. Are you in NYC on the evening of Tuesday 26 February? I’m teaching “Write emails your users will actually read”. Last time I taught a class people seemed to get a lot of value out of it.

P.P.S. 177 people responded last week to say they were interested in a community to discuss email. It’s up and running, and if you responded, you should see an invite today.

Data: Here are open and click rates for this email list

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Last night there was a packed room at the class "How to write emails people will read" at General Assembly. We went way over time deep in conversation about email. They eventually kicked us to the curb to continue the conversation. It still blows my mind when people introduce themselves and say they attended because of this email list. Thank you.

One of the things people seem to value in a presentation is real data. Today... for you... I've got some never-before-seen real data.

Here are open rate and click rate for this list for the past 17 emails

As the list has grown, you guys haven't opened emails like you did in the early days when opens were over 50% and the list was tiny. But that's ok. Here's what you've done in the past 17 emails:

Open and Click chart

Open and click table

Note: The 23% click through was when I forced you to click through to read the content. People hated that!

I'll leave you with two questions:

  1. Can you draw any conclusions from the data?
  2. How do your stats compare?

Share your thoughts in the comments below.

Happy emailing,
Colin

P.S. Team Customer.io will be in San Francisco all next week. Mon - Wed we have a table in the "Demo Pit" at the Launch conference. Thursday we're open. We'd love to meet you - so stop by our table or email me if you'd like to meet up.

Karma Based Marketing + A crazy day yesterday

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Imagine presenting your company on stage between someone who launches satellites in to space, and someone who has a device on their head that reads your brain waves.

Yesterday, Customer.io was 1 of 3 companies from the “Demo Pit” to present on stage at the Launch Festival. There are 195 fantastic companies here in the demo pit. We were shocked and thrilled to get called up.

At 2:19 as I was watching Ev Williams (founder of twitter) speak, Asha was at our booth and sent me a text:

Oh Crap

A few minutes later, we were back stage preparing to go on and talk in front of ~1000 people. Smack dab in between a company that launches satellites in to space, and a woman with a brain wave device on her head.

Colin Demoing at Launch

It was a thrilling experience. I couldn’t help but think back to the first time I presented customer.io. I was a total wreck in front of a room of 50.

Karma-based Marketing… what we’re talking about today.

Tangents aside, let’s get down to business. If it’s possible in your business, you should be doing Karma based marketing. It’s the only thing we do to grow our business.

What’s karma-based marketing?

I’ll give you a few examples:

  • Writing this newsletter each week.
  • Starting and running betteremails.org.
  • Teaching classes on email

But you all know about these, so I want to show you a few examples other people do:

Seattle Coffee Gear: Videos help people make a buying decision

Seattle Coffee Gear

Seattle coffee gear currently has 636 videos on youtube. They’re adding a few every week. If you’re doing research to buy an espresso machine / coffee equipment, you can get awesome reviews from them.

At our last company, John and I convinced Brandon (the CEO) to buy an espresso machine and we ended up buying from Seattle Coffee Gear because of the reviews and their solid prices.

Our customers told us early on that email education was really important to them. So we work hard to help people solve their email problems. Here are some examples from other companies I’ve personally used and loved:

Are there others I missed that you really like?

Our philosophy: Don’t ask for the sale when you’re doing good things for people

Your Karma based marketing efforts are about building trust with people. Yes, ultimately I hope they’ll lead to sales for you. But today, as you help prospective customers solve their problems, help them as humanly as possible with genuine care. Good things will happen later. I promise.

At the Launch festival in San Francisco, we’ve had a surprising number of people come up to us and say “My friend told me about you guys”, or “I love your emails. I just wanted to say hi” or “I signed up last week. Love what I’m seeing so far”.

Our advertising budget is zero. We’re a team of 3 people sitting in an office in New York. We’ve grown our business to over 100 paying customers using us to send 2 million emails a month.

We’ve done this all on the back of karma based marketing. I’d encourage you to try it if you’re not doing it now.

Share karma based marketing you’ve done in the comments.

Write Emails in Markdown

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You’re done writing the copy for your latest marketing email in Microsoft Word or a Google Doc. Your boss has reviewed it, and you’re getting ready to send.

So you copy…

…then you paste…

From one WYSIWYG editor to another WYSIWYG editor.

Something about your email now looks a little funky, but you go ahead and send a test to yourself.

Those last minute additions you did appear to be in Helvetica. But the rest of the document is in Verdana.

You delete that new addition, but the cursor keeps getting stuck at the beginning of the line. There’s something else going on here. All you see is a bunch of text that doesn’t look quite right. All you can do is make the text bold, italics or underlined.

Your email looks like crap. You don’t know what’s happening. You don’t know how to fix it.

Why must you break

WYSIWYG editors must be one of the leading causes of hair-loss on the internet. Both the developers who created them are pulling out hair with all the buggy edge cases. People like you and me who use WYSIWYG editors are pulling out hair when the WYSIWYG editor does something unexpected.

Websites with a technical audience often want to move away from WYSIWYG, and websites without a technical audience often try to simplify their editor to the point that you can’t screw it up.

I could go on for hours, no, for days, about the pain WYSIWYG has caused, but rather than that I want to show you a way to do better in a world where WYSIWYG exists.

Focus on the words

Like many nerds, rather than typing in Microsoft Word or a Google Doc, I’ve found that writing in Markdown helps me formulate my thoughts better. It helps separate content from presentation. Every article or email that I write starts in Markdown.

For the uninitiated, writing in Markdown is like writing in plain text with some special formatting syntax. Like two stars to **bold** the text it surrounds.

Markdown converts to HTML in a predictable way. Whether you’re writing for an email or for the web, you can create HTML from Markdown that works the same way every time.

Wysiwyg editors create ugly, unpredictable HTML

As a quick comparison, let’s look at what happens when you copy and paste from a Google Doc:

Ok, let’s copy this bold word:

Example

When pasted in to a WYSIWYG editor, it ends up creating this code in HTML.

Pasted

The equivalent in Markdown is **EXAMPLE** which generated <strong>EXAMPLE</strong> in html.

In Markdown and in HTML, it’s easy as the writer to see what you just did. WYSIWYG editors try to hide the complexity and often create redundant or broken code.

Tools to get started with Markdown

So, now you want to start writing in Markdown. What do you do?

Learn more about Markdown on the official page by its creator.

Start experimenting with Markdown tools. My favorite ways to write in Markdown are:

How to get from Markdown to an email?

If you’re writing in Markdown, you’re probably going to want to switch to the HTML mode of your email editor and get ready to copy and paste. Gmail doesn’t do this, but Customer.io, Mailchimp and many others do.

For example, if you’re using iA Writer, you can Edit -> Copy as HTML, and paste the pristine HTML right in to your email editor. Draft and Sublime Text as well as almost all other Markdown editors have a way to export to HTML.

Take a look at the code, and at how it looks in the WYSIWYG editor. The amount of code used is MUCH less than our messy example above. The email is smaller in size and will display faster on the recipients screen.

What tools are part of your process?

You can go a little tool crazy. Like people who buy a Moleskine because it’ll help you write like Hemingway – no joke, it will. This is not that. Writing in Markdown will help you focus on your words and not the crazy, unintended things that happen to your words when you use a WYSIWYG editor.

Do you already write in Markdown? Or have another process to share?

Show the world a better way in the comments:

Happy Emailing,
Colin

P.S. Are you interested in workflows? Like how to quickly edit and upload images for use in an email, or how we syndicate our email content to the blog at the same time? Let me know if you’d like to know more about how we do things.

P.P.S. A few people emailed in some more things:

  • Lauren G. said Editorially looks like it might help with the problem.
  • Nathan M. suggested “A good tip to avoid annoying paste issues: ‘paste and match style’ command + shift + v”

How we're doing, 1 year in.

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We made it through the first year folks! April 1st, 2012 John and I started full-time on Customer.io. In January 2012 we set a goal:

Have 5 people paying us $10 per month by April 1st, 2012.

And when we hit that number, so began our journey on the Long Slow SaaS Ramp of Death. If you haven’t seen the video, Gail Goodman, CEO of Constant Contact gave a wonderful talk at the Business of Software Conference.

Long slow SaaS ramp of death

One thing in particular stuck out as a big difference between starting an internet business in 1999 vs. 2012:

Constant Contact’s original billing system cost $250,000!

Whoa. We’d have been dead in the water. Today, you can use Stripe and get it set up in an hour for no cost.

Our business is a testament to doing more with less but we still underestimated the time it takes to build a SaaS business and get to Minimum Critical Mass – which as Gail Goodman defined is “enough scale to pay people”. If you’re our customer this might leave you wondering:

How likely is Customer.io to go out of business?

Unlikely. We’ve been building the company and product to be around for a long time. We’re not going out of business any time soon. Today, if we never made another dime, and raised no more money, we could continue until mid 2014 thanks to some fantastic investors. We’ve also been increasing recurring revenue month over month as you can see in the chart below.

Customer.io Revenue

Let me explain a little. The big jump in March was unusual. Our revenue just about doubled. I don’t expect that to continue. Things will probably level off back to 10 - 30% revenue growth month over month.

We’ve taken a long-term view with the company and are focusing on creating a self-sustaining business before growing the team and our costs. Practically this means we all wear many hats. You’ll find John, Asha and me helping with customer support for example. This is really hard to do, and I can understand the temptation to raise additional money and staff up.

Our rules for starting a SaaS business

We’re not yet a successful company, but in our first year, we stayed alive. I want to share a few of our philosophies that make me so proud of our team and what we’ve done in year one.

1. Charge from day 1

If you ever want to charge real money, charge from day 1. You can rationalize that you want more people using it to get feedback, but if it’s not worth paying for on day 1, you should know that and adjust accordingly.

2. Do things that don’t scale (then scale them)

On day 1 our product worked by running map reduce queries every 10 minutes. Someone would describe what they wanted to do and John would manually write the map reduce query to do it. We later added an interface for it and John would take what people put into the interface and translate that into a map reduce query. Then we replaced map reduce with real time processing, and John didn’t have to write map reduce queries anymore.

Had we tried to start by building the system we have today, we probably would have failed. We wouldn’t have understood the things people wanted to do and how they wanted to use the system. John earned the nickname “The Wizard” (like Wizard of Oz) during this time because he was essentially pulling levers behind the scenes to make sure the software did what people wanted it to.

3. Release early, release often

If you have an idea, build it and get it out there. When we released newsletters and transactional emails publicly, a lot of our customers were already using those features. More recently when we released a new dashboard, we did the bare minimum and then put up a feedback form to better understand what people want to see.

When you release, keep your chunks as small as possible. For us it’s at most a week’s worth of work for 1 person. It’s less painful to make a lot of small adjustments along a clear path.

Year 2: Continue on the long slow SaaS ramp of death

There’s light at the end of our tunnel. We’ll hit profitability within the year on our current trajectory. Starting a business isn’t easy and a SaaS business probably means months (years?) of operating at a deficit. Like any business there are amazing days and hard days. But if you love what you do, then it’s always easy to get out of bed in the morning. There’s nothing we’d rather be doing than building Customer.io.

If you’re our customer, we’ll continue to earn your business every day by making Customer.io serve you better.

If you’re not our customer yet, I hope we meet you soon.

Sincerely,
Colin


Email Deliverability 101

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Writing great email copy ain’t worth jack if your emails don’t make it to the inbox. Here’s a quick run down of the critical things you need to improve and track your email deliverability.

I learned a lot from reading boring technical articles online and from speaking to Ev Kontsevoy of Mailgun who spent an hour on Skype chat last year with John and me talking about deliverability. Thanks Ev!

First up: Getting rid of “via” on your emails.

You might notice a bunch of emails in your inbox say “via”. This basically means the sender hasn’t properly authorized someone else to send their mail. Here’s what that looks like in Gmail:

Setting up SPF and DKIM

There are two pieces to get rid of the “via”. We recommend people do both. Those are SPF and DKIM.

1. SPF (authorizing senders)

A lot of companies don’t run their own mail servers and use a third party. In order to tell the world that “Sendgrid” or another ESP has the right to send on your behalf, you can add a Sender Policy Framework (SPF) record to your DNS.

Recipient ISPs can verify that an email was received from a computer that you’ve approved to send on your behalf.

2. DKIM (digitally signing your emails)

DomainKeys Identified Mail (DKIM) is a way for emails to be signed so that a recipient can verify that it’s truly coming from you. You add a record to your DNS and email received from you is checked against that record.

Warming up a dedicated IP Address

Your mail reputation is like a credit score. No history is the worst thing you can have.

Like a credit card, there are also some very fuzzy “limits” on how much mail you can send without tripping alarms.

I was speaking with someone who runs their own mail servers. Usually they send 1000 emails a day. Once every month or two they send 200,000 emails all at once.

They have problems with deliverability. Why?

Internet Service Providers (ISPs) don’t receive big volumes from them on a regular basis and have fail-safes to prevent spammers’ and scammers’ mail getting through. ISPs assume that their giant mailing means their mail server has been compromised and block their mail automatically.

If you have your own IP address, you want your mail volumes and rate of send to be consistent. You’ll need to ramp up sending volumes over time or risk being blocked.

For irregular sending volumes, you’re probably better using a pool of IPs shared by others where aggregate sending volumes are consistently high.

Most newsletter providers use a pool of IP addresses for sending your mail.

Sender Score

A quick way to sanity check how ISPs might view your sending reputation on a particular IP address is with Sender Score.

Here’s ours:

Customerio Sender Score

We are generally around 98 - 99. Return Path has some additional services they sell around this, but I don’t know anything about them. Do any of you pay Return Path? I’d love to learn more about the benefits your company gets from it.

What to do if you get blocked

Even if you do all the right things, you can get blocked.

There’s an inner circle in email. The big receiving domains in the US – AOL, Comcast, Yahoo, Google all have people who can unblock you.

If you work with an ESP, most larger ESPs like Sendgrid have someone on the team with relationships with the people at those companies. So you call Sendgrid, Sendgrid calls Comcast, and you’re unblocked.

Otherwise, you gotta wait it out, and hope for the best.

Do you feel like you know more about deliverability?

Hopefully that was a pretty good overview of what you need to know about deliverability. Maybe 20% of people who sign up for our product know about SPF and DKIM.

Fixing those is a quick and should mean that more of your emails make it to the inbox and don’t get automatically sent to spam.

If you have other tips and tricks to share, add them in the comments.

Happy Emailing,

Colin

P.S. We just celebrated our first anniversary as a company. We also overshare on the internet! I put up a chart of our revenue since starting

Product Update: More visibility and control over your email

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We released three updates to Customer.io recently that give you better visibility into your stats and more control over the emails you send through Customer.io. Here’s what they are:

  1. Understand your data with clearer charts & stats
  2. Have more control over Environments
  3. Be more specific with your behavioral emails

I’ll give you a quick overview of each. Let’s jump in:

Clearer Charts & Stats

In addition to the new Dashboard area showing you aggregate stats, we also improved the stats and charts in emails.

New Stats Screen

Charts for days, weeks and months

We added: Last 12 Weeks, and Last 12 months as two more options in addition to 30 days.

Date Picker

Stats and charts for each email

In a behavioral email campaign, if you have multiple emails, it used be hard to see how a single email was performing.

You can now see a chart for an individual email in a larger behavioral campaign.

Better stats for your newsletters

We now show you up to date stats of where each email is in your newsletter mailing right after you click send.

More control over environments

Environments are a really flexible part of Customer.io. We heard a couple of requests multiple times over:

  1. “I have real data in staging. I don’t want to email those people. I want to send all emails to me.”
  2. “When I’m doing development I want to turn emails off but still see them if I look in the UI”

There’s now a “settings” screen for each environment.

Environments List

Environment Settings

When you select a development environment we now make sure that’s really obvious.

Settings Screen

You can also rename and delete environments.

Get more specific with your behavioral emails

You can now be more explicit when you’re setting up emails sent using your user data. Here are two concepts you’ll want to know about:

Triggers and Filters.

Triggers and Filters

What are triggers?

Triggers are conditions that start someone matching a behavioral campaign. You can use a single trigger like “Signed up” or a combination of things like “Viewed the Blog” AND “Viewed the Documentation”.

The key thing with a trigger is that the first time someone matches ALL CONDITIONS they will be in the campaign.

You want to think of triggers as the kick off point for an email campaign. You can email immediately or delay your emails from the trigger by minutes, hours or days.

What are filters?

In addition to triggers, you can now specify filters – a second check before sending.

Let’s say you don’t want to bug paying customers with an email to invite their friends… you can add a filter so that you only send emails to paying customers.

When to use triggers and filters

3 days after sign up, you want to send an email, but only to people who haven’t paid.

  • Trigger: Signed Up
  • Filter: Hasn’t paid
  • Email: 3 day delay

Viewed the upgrade page OR viewed the pricing page, but hasn’t upgraded after 2 days

  • Trigger: Viewed the upgrade page OR viewed the pricing page
  • Filter: Hasn’t upgraded
  • Email: 2 day delay

I hope that gives you some ideas of how to use triggers and filters.

Back to work!

We just introduced some powerful new features into the product. There’s more in the pipeline that we’ll be sharing with you soon. It’s a constant struggle between giving you the right levers to do what you need and the product getting too complex! I hope we can keep those in balance for you.

I’d love your feedback on what we can do next to make Customer.io serve you better.

Send me an email and let me know,
Colin

This Message Could Be a Scam (Gmail / Google Apps)

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It seems as though google recently made a change to how Gmail / Google Apps handles forwarded emails. A forwarded email (even within your own domain) can cause a “soft fail” in the SPF records and cause Gmail to add a warning to the email like the following:

This message could be a scam

We’ve seen this issue frequently since March 29th, the date on this support doc

If you see this error message, take a look at the headers for where the “soft fail” is happening

Normal case:

  1. We send an email on your behalf from our IP (50.31.36.179) signed by your domain.
  2. Gmail receives the email, and checks the SPF record on your domain to make sure 50.31.36.179 is a valid sender IP for this domain.
  3. That IP is in the SPF record, so the check passes.

ISP forwarding case:

  1. We send an email on your behalf from our IP (50.31.36.179) signed by your domain.
  2. Some other service receives the email (it could even be a different gmail account), and does the check above.
  3. The service is configured to forward the email on to another email, and does so from their own IP.
  4. The receiving service checks SPF, but they don’t have access to the original IP (50.31.36.179). They only see the IP of the forwarding service.
  5. That IP isn’t in your SPF record, and SPF is configured to “softfail” in this case.

Previously, we haven’t noticed “softfail” causing any issues with gmail or other providers. The spec (http://www.openspf.org/SPF_Record_Syntax) says “softfail” should have the intended action of “accept but mark”…

Who can fix this?

Unfortunately in many cases only the recipient can fix it.

If you have Google Apps for domains and you’re forwarding mail to your Gmail account, make sure that you have correctly configured SPF records for Google on your domain. Or really, however you’re forwarding email, make sure the SPF record is valid in your DNS.

Wherever you’re forwarding mail to yourself, you become the party that needs to be trusted. The cases we see most often are:

  • Forwarding from work email (Google Apps) to my personal gmail
  • Forwarding from a group email address devs@domain.com to bob.smith@domain.com

Many people using Google Apps don’t have SPF configured. That’s our current understanding of this issue. If you have more insight on the issue, we’d love to update this post, so please add it in the comments below.

Get 7 subject line ideas in 2 minutes -- even if you're not creative

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You might already know a favorite place to get subject line ideas if you’ve attended one of my classes.

Next time you’re flying within the US, pull out the SkyMall and read the teasers for the ridiculous things they sell.

You might see some barely believable claims. Some very specific itches that a gadget will scratch. What most of the copywriting in SkyMall does wonderfully well is target a very unique pain that a customer has and present a solution.

Most people don’t need a toaster designed to cook hot dogs and buns in one. For people who do, you can bet that skymall has it.

These product descriptions often feel like the instant clarity headline formula described by Dane Maxwell:

Instant Clarity Headline Defined:

For sales content, this works wonders. If you look at the subject line for this article, I decided to follow the format: “Get 7 subject line ideas in 2 minutes – even if you’re not creative.”

To me that feels a little salesy. It’s not the way I’d want to write all the time, but if it’s for one email in a sequence and it’s meant to convert, use this format – it’s good.

What examples can SkyMall offer

Here are some of my favorite headlines I read on a recent trip:

1. Turn water into soda in seconds!

2. Leave your gloves on and still be able to text

3. Harness the sun to charge electronics

4. Discreetly monitor home or office with this hidden video camera

5. Keep your shoes odor and bacteria free without the spray can

6. Seal your attic entry and reduce your heating and cooling bill by up to 20%.

7. Potty train your cat faster than most people can potty train their kids

Not all of these fit neatly into the Instant Clarity Headline. Some of them do address objection, but what they do best is focus on the outcome you’ll receive from buying the product.

Can you distill your product value into an instant clarity headline?

Give it a shot. If there’s a headline you’re proud of, or want feedback on, send it to me or post in the comments.

Happy emailing,
Colin

P.S. - John and I will be at LessConf this weekend. I’m giving a 20 minute talk on email at the beach and can’t use slides. Any advice from your experiences giving talks in crazy places?

P.P.S. - We also un-earthed a recent change Google made to Gmail that significantly increases your recipients seeing “This message could be a scam” for emails you send. Get more info

Bringing humanity back to customer support

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The businesses that we love and aspire to be get the details right.

By now you’re probably encouraging people to reply to your emails. What do you do when they write to you?

You don’t want to ignore those emails. That’s the worst possible response. As your company grows, those email conversations are likely going to be handled by people on your customer support team.

I’m thrilled to share with you a conversation I recorded with Chase Clemons of Support Ops. Chase also handles customer support for 37 Signals.

In the conversation, you’ll learn how we handle support emails, how support = sales, as well as the role of support in a software business.

Before we start, I need your help.

We’re looking to find someone great to be our Director of Customer Happiness. If you know someone smart and friendly who loves making people happy, tell them to get in touch. I’d love to know them.

Now on to the interview with Chase. Listen to the audio or read the full transcript below.

Colin: Today we’re talking with Chase. Chase runs “Support Ops.” Chase, do you want to give a little bit of background about yourself?

Chase Clemons: Yeah, sure. I’m with the awesome support team over at 37signals. Been with them for just shy of two years now.

When I started with them, the first thing I asked was, “Where can I learn how to do support better?” I’m definitely a people person. I grew up in restaurants. Got a degree in public school and teaching that kind of thing. I get people, but interacting over email and with an online app is a little different, just little quirks here and there.

I was looking for a good place to learn that. There wasn’t really one, so I and a couple of friends went in and we started “Support Ops.” That’s the thing. We want to bring humanity back to customer support by showing and teaching people that it can be done right, it can be done well, and it can set you apart from everybody else that’s doing it really, really badly out there.

Colin: At Customer IO, we view support as one of our core competencies. We don’t have anyone dedicated doing it, but everyone on the team gives people customer support. We’re also an email company. When I saw that you did a PDF for Help Scout where you were talking about email copyrighting for support emails, I was really interested and intrigued by that.

That’s when I started following you, started listening to the “Support Ops” podcast, which I would recommend to anyone who ever has to interact with customers. It’s great to help you know what to do when these crazy situations come up. You and your guests always talk about a lot of experiences you have in the field. I started listening to that.

7 tips and tricks for responding to support emails

I’m excited to have you on the call today. I’d love to hear from you. What are those core things? I think you had about seven tips and tricks for responding to support emails. I don’t know if you know them off the top of your head, but would you be able to share those?

Chase: It’s one of those things that I don’t carry around in my head, but it’s one of those things that I did have pulled up. It’s just tips and tricks for responding to support emails. When it comes to emails, there are these little things you can do to let customers know that you’re human, to let them know that you’re there for them,

The seven that you were talking about, the first one being, use their name. Customers love when you say, “Hey, Bob. Hi, Bob. Hello. Hello, Bob,” that kind of thing, rather than just “hello” or “hi there.” It lets them know that you know who they are.

Second, make sure to say thanks for using your app. I know it sounds really simple, I guess is a good word for that, but it’s a big thing. There’s a lot of choices out there for your customers. Saying thanks and meaning it when you end an email with that helps out a lot.

Three, talk like they do. Don’t use formal writing or big words or things like that you wouldn’t use in real life. If you don’t say “plethora” in real life, don’t write it in an email. Write like you would to a friend, write like you would to your grandmother, that kind of thing.

Four, short, simple sentences absolutely reign. Break up those long paragraphs into readable ones. They’re reading an email, not a full novel.

Five, for feature requests, if you’re an online app like we are, or kind of with physical products, too, but not quite as much. Online apps are going to get a lot of feature requests. When you get that, repeat their idea back to them and relate to it if you can, because that shows them that you’re actually reading their email and not just canning a reply back to them.

If you can, tell them about new features, because it always that your team is working on the app. They like to see that it’s not a stagnant app, that you haven’t forgot about them.

The last one being, whenever you close your email, close it on a highlight. Something like “Happy Friday” or other date-specific line lets them know that you’re writing the email on that day. It just adds that touch of authenticity to it again. If you see somebody with, like, an auburn.edu email address…I saw one today, I’m a big Auburn University fan, so the last words I threw in were “War Eagle.”

Just a little tidbit at the end, just to let them know that you’re real, that you’re human, that you’re just like they are. One of the things I like to end emails on is, “Have an awesome…” Today would be Tuesday, so, “Have an awesome Tuesday.” People stop and go, “Wow! That’s a little different.” I’ll get emails back, “You have an awesome Tuesday, too.” It’s just a little fun, a little flavor.

Colin: Surprisingly or unsurprisingly, all of those rules are things that make sense for marketing emails, too. When we talk about writing marketing emails with our customers, they ask, “What tone should I have? How should I speak with my customers?” A lot of times I’ll review copy from them. It will sound really formal. They’ll use words like “plethora.”

I’ll say to them, “Hold on a minute. Write like you’re talking to the person. Make the email feel like you’re having a conversation. Short sentences are absolutely so much easier for people to digest.” A lot of times you’ll see these one sentence, giant paragraphs. They run on forever. Breaking those up into these digestible chunks makes it so much easier to read an email and parse an email and understand what’s trying to be communicated by the email.

Chase: We don’t know where they’re reading the email at. We don’t know if it’s on a huge cinema display or if it’s on a mobile phone. If it’s on a mobile phone and it’s more than two or three sentences in a paragraph, they’re scrolling and scrolling and scrolling. That’s it. It can be frustrating. You’ve got to think simple. Think concise. Write an email to your mom or your best friend.

Coordinating outbound marketing with the support team

Colin: One of the things that happens right now, and we advocate our customers do this as well, is basically when you write a marketing email, let people reply. Our emails funnel from the outbound marketing email into a support inbox.

I’d love to know. How do you view the relationship between marketing and your support team? Is there a lot of overlap? Should there be internal communication so that the support team knows when marketing’s going out, to be able to react to it and respond in a cognizant way to new features that may be released that day, things like that?

Chase: Yeah. For so long, companies have set up…You’ve got your support team over here, then you have your marketing team over here, then you have your sales team over here. They don’t realize everyone is doing support. Everyone is doing marketing. Everyone’s in sales. Every email that you send out is marketing, sales support. They’re all one in the same.

We’re really fortunate at 37signals to…We use Basecamp, of course. That’s our big project management app. Whenever an email newsletter goes out, we get a draft copy of it first. We’re able to go in and say, “The replies to this might have questions about this or they might have questions about that.”

We’re ready whenever a customer replies back to us because we know these people are…If they’re not in the trial, then they’re on a month-to-month kind of thing, so they can bail at any time. They’re able to stop their subscription and walk away to another competitor if we don’t get our part right. We never want to be caught flatfooted without a good answer to something.

Having a couple of our designers that send out the newsletters, that do that kind of marketing, talk with us and us with them, really, really helps out because that communication there is going to make sure the customer gets the best information at the end of the day, be it from the newsletter or from us or whatever.

A case for emails with “noreply”?

Colin: Along those lines, do you guys ever send out emails with no-reply? Is there ever a case for that?

Chase: I touched on an article about this a couple of months back. For me, no-reply, just never use it. Never, ever, ever, ever use it.

The only time I will make an exception and say it’s OK is if your app sends out email notifications. Like with Basecamp, when somebody checks off a to-do, then we send an email to the person that created it letting them know this person completed this to-do. There’s no interaction with us really needed at that point. It comes from a notifications app. It’s a no-reply and it works fine there.

Otherwise, anytime I see a no-reply email address, that just means that the company doesn’t care about me. They don’t want to talk to me. They’ve closed off that channel. That’s dangerous.

Whenever you send out an email – marketing, support, anything like that – always have where it flows back into your support queue or back into an actual monitored email box, because they need to be able to reply to you. They need to have that open communication lane directly back to you if they have questions, if they have ideas, just anything like that.

That communication is going to make them feel like they’re part of the app itself. I have people that write in and say, “We love Basecamp. We absolutely love it. We run our business on it. We just want you to know that you’re awesome.” Those emails come from us just sending out a newsletter.

Support as part of your sales function

Colin: That’s awesome. I know with other businesses the support team wouldn’t have any interaction with people until after a product is purchased. When you have SaaS products with free trials or where people can go month-to-month, a lot of times people will reach out to support before they make that buying decision.

With your company, you guys, as far as I know, don’t have any sales people. We don’t at the moment either. Every support request is also part buying decision, part looking for technical help. How do you view support as serving the sales function in 37signals? Do you think of it that way?

Chase: Yeah. Again, people just throw this phrase around, but we honestly think that all of us are marketers. When somebody is in their free trial…Right now our free trials are 60 days. That’s two months that they could potentially have a question. When they write an email to us, not only are we providing support, we’re providing a reason for them to buy our product.

Say, for instance, I’ve got two identical apps, which are really easy to do these days. Anybody can make a knockoff of some app. I’ve got two identical ones that I’m looking at. I send an email to one and get a standard response back saying, “We’ll be in touch in 48 hours. Your email is important to us. We really love you. Yadda-yadda, whatever.”

The other one gets back to me within an hour. It’s the information I need. They’re really happy. They’re really cheerful and upbeat. Which one am I going to go with? It’s going to be company B every single time because support is something that sets you apart.

Like I said, you can copy an app. With enough time and things like that you can hack together something that looks like any app out there. You can make a Facebook knockoff or Twitter knockoff or whatever. But providing a great customer experience, providing that great customer support is something that you can compete on.

It’s come down to the point now where you can’t compete on just features with an app. You’ve got to out-support the other guy. You’ve got to make that a point where, when somebody says, “We’re looking for a project management app. Where do we go?” Their friend pipes up and says, “I just got a great email from the Basecamp support team. They really rock at what they do. Definitely check them out.”

How to scale personal emails and your support team

Colin: That’s actually a pretty good lead-in to talking about scaling support. Let’s say you’re a pretty new company. You’ve got a few people on the team. One person’s handling support. They have the knowledge of the entire team in their head.

One of the things that we’ve seen which is pretty clever is basically allocating an individual support person to each person who signs up so that you round-robin through your support team. Anytime an email goes out to that person, when they reply, it goes to the same support person so someone really knows the account well.

That’s one way we’ve seen to scale support. How do you think about scaling a support organization so that quality is high as you add new people to the team?

Chase: At the end of the day, it all comes back to you’ve got to hire the right people. You’ve got to hire somebody that’s solid, that you can trust, that you can trust with your customers.

There’s a lot of support teams out there that will hire somebody on in this call center setting or whatnot. They’ll pay them minimum wage. They just expect them to be burned out and gone inside of a year. That’s completely the wrong approach to take about it.

You’re hiring a support professional, somebody that’s going to come in and get to know your customers and get used to talking with them and know them inside and out and that kind of thing. You want to have that really, really solid hire. This person’s going to be the spokesman for your company. I think this is something that people don’t think about a lot. They think about, “That’s marketing. That’s our press,” whatever. No.

The person that interacts with your customer the most is your support person, your support team. For all intents and purposes, they’re the voice of your company to your customers. You want to make sure you’ve got the right person in that role. That means looking for people that are creative, that are self-motivated, that you don’t have to watch over them all the time, that just have good personalities – people people, for lack of a better word.

We talked a little bit about it before, but there’s a great phrase. Hire for soft skills and train for hard skills. I can teach anybody to use our support app. I can teach them Basecamp. I can teach them even on some level how to write an email. I can’t teach somebody how not to be rude to a person. I can’t teach them to be nice. You either are or you’re not. Hire for soft skills, train for those hard skills.

As you grow your team from there, as you start scaling up your support, everything else is going to take care of itself. They’re automatically going to be watching out for your customers. They’re automatically going to be able to do the right thing just because you hired the right person.

Handling inbound feature requests

Colin: Day in, day out, we get bombarded with feature requests. I imagine you guys do too.

Chase: Yep.

Colin: I think it’s in the book “Getting Real” where Jason Fried talks about not writing down customer feedback, not making a list of feature requests. (A) Do you guys follow that rule? Do you keep all the feature requests in your head? (B) How do you relay that information to the rest of the team?

Chase: It’s definitely one of those where if we wrote down every single feature request that we got…Any given day, I’ll get 10 or 15. 10 or 15 a day, that’s 60-75 a week. There’s no possible way that you can write all these down and keep up with them. I’ve seen people try it with apps that track how many votes a certain thing has and all that.

At the end of the day, when you ask your customer support person, “What feature request do you see the most?” They’re going to be able to name the top three. Not having a list or anything, I know that right now with Basecamp our top feature request is private items. People want to make things private inside of Basecamp. I totally understand it and I can outline the reasons for it just because I see that and I talk with customers day in and day out that are looking for that and that have ideas about that.

We don’t write them down or anything like that. Whenever designers and programmers start looking for a new feature to work on, one of the things they’ll do is, they’ll stop by support and say, “What are things that people are looking for?” We’ll say, “X, Y, and Z.” They’ll pick up whatever interests them at the moment.

At the last meet-up, we were talking about customers who really want private items. A couple of our designers and programmers stepped up and said, “I’ll take a stab at that. We’ll see how it goes. No promises or anything.”

That’s the big thing. You’ve got to be honest with your customers and let them know that even if you have a great idea, we’re a small company. We’re small team. We might not be able to get to it. We can’t make promises about what will and what won’t make it into Basecamp in the next couple of months.

But there’s no reason that you couldn’t say, “That’s a great idea. I’ll make sure to share it with the team,” like we do. That’s how we handle it. It’s not going to work for everybody. I know. I’ve talked to people. They give me flack about it all the time, but it works for us and it works for our team.

Colin: You have a wonderful response that is in a PDF of email responses that you have. They’re not canned responses, but they’re examples of how to respond when someone has a feature request and you’re not planning to build it.

(Get the pdf of chase’s example support responses).

We do something pretty similar – acknowledging the value in what someone is suggesting, trying to understand where they’re coming from, and really appreciating the thought that they put into crafting that email to you to express that they really want this feature.

Chase: At the end of the day, it’s about what I call “finding the right fit.” For us it might be Basecamp, it might TeamworkPM, or it might be Asana. It might be whatever. At the end of the day, my first responsibility is to the customer and finding the best fit for them. If that’s with us, that’s great. If they have a feature request…

I was talking to a guy this morning that absolutely had to have Gantt charts, which I personally think are the dumbest things ever when it comes to project management. But he was old school. He liked them. He needed them. I was fine with that, so I said, “Yeah, you can use Basecamp. Here’s a way that we can kind of make this work. Or you can use this other app over here, which is just as great. The support team is just as great. They do have Gantt charts. It’s all about finding the right fit. That’s what I want the most for you.”

He understood. He really appreciated that we would even think about suggesting a competitor, because it shows that we have the customer in mind. We lost a customer, potentially, but the word of mouth that he’s going to give us for other people is so worth it.

Colin: I’m going to go off on a bit of a tangent.

Chase: Tangent! It’s going to be great.

Helping people solve a problem whether or not they pay you…

Colin: This philosophy. It seems almost revolutionary that as a company, whether or not the person ends up paying you, you want to help them solve their problem. Where do you think that’s coming from? Certainly, we think that way. You’re expressing that you guys think that way. Where is that coming from? Why do you think it seems so revolutionary to people when you actually do that for them?

Chase: For a long time, people got used to this mode of, “When I walk into a company and they’re trying to sell me a product, they’re not worried about me. They’re worried about their bottom lines. They’re worried about their commissions. They’re worried about whatever their company needs.”

If I go to AT&T and say, “I want an iPhone,” AT&T is not going to say, “Verizon has a better plan for what you’re looking for. I think they’re going to be a better fit.” It’s just not going to happen! But when it comes to these younger companies that are growing up…I say “young.” 37signals has been around for 10 years now, but we’re a relatively young group. I’m only 27.

When I talk to a customer, if the roles were reversed, how would I want the customer to respond to me? If I was approaching them and needed something, what would I want them to do for me? It’s an easy answer. I want them to give me the best info and find me the best fit. If that means losing a customer and saying, “Here’s TeamworkPM. Go try out them.” I’m OK with that, like you guys are. You’re OK with finding the right fit, because it’s the right thing to do.

Colin: It’s interesting. There’s a certain philosophy as a company. You either adopt it or you don’t. If you adopt it, it’s in everything you do. It’s not just support. It’s in your marketing. It’s in how you build your product. Doing what’s best for the customer permeates the entire business. It’s not just limited to one part of the organization. There are a lot a companies that are doing that now. It’s really exciting for me to see that, because I hate those stodgy companies that just make you miserable to do business with them.

Chase: Spring is here. I’m looking for a lawn mower. I never in my wildest dreams imagined it would be this hard to find a lawn mower. Every single place you go into, “This is why you want to buy us.”

“What about your competition across the street?”

“We don’t talk about them.”

I’ll tell them, “I’ve got five acres that I need to mow, and I’ve got five hours that I need to do it in. What kind of mower do you need to get? I’ve got $3,000 to spend. What kind of mower are you going to give me?”

“Well, you can kind of choose this one, and it’s kind of going to work. Or you can use that one, and it’s kind of going to work.”

I’m sitting there going, “Wait, but I know I can go across the street and find something that’s a good fit. Just tell me that!” Which I didn’t know at the time. I found out later. It’s frustrating. I’ll say this. I won’t go back to that business because they were more interested in themselves than me. It’s a lawn mower, right!?

Colin: [laughs] Another email copywriting thing is, people don’t care about you. They only care about themselves. It seems selfish when you say it that way. In the things that you write and in the way that you treat your customers, you should focus on what they need and what they’re looking for, not how to serve your company the best.

Chase: Exactly.

Colin: I mentioned a little earlier. I think I mentioned it earlier. We use Help Scout to aggregate all of our customer support replies. I know you guys don’t use that, but you talk about them a lot on your podcast. We also use Campfire for real-time support.

With the number of customers we have currently, it’s sometimes a lot of fun to see multiple people in chat and be talking with them. They’re talking with each other. Everyone’s really, really excited that they have this way to communicate with us.

Tools to handle support, and relationships with customers

I’d love to know from you. What are the tools you use? What’s running on your computer during the day that helps you get your work done, helps you augment beyond just the support desk tools?

Chase: I’ll start with Basecamp, of course. That’s running all day long because we’ve got this great feature in there that shows play-by-play what’s happening across all of our projects. Like a progress page, like a timeline. I’ve got it up and running so I can see what’s going on in all of our projects. Campfire, of course, is our online group chat tool. We call it a virtual water cooler.

We’ve got a support room that the support team hangs out in. There’s lots of cat pictures. Lots. Lots. We have all-talk and things like that. Different rooms. It lets us talk as a group since we’re all remote.

Instant Messenger is running, Apple Messages is what they call it now, just in case Campfire goes down, because if it goes down we still need to be able to talk to each other. Which has happened. It doesn’t happen as much anymore, but my first year it was dicey for a little bit. That’s a nightmare when you type something into Campfire and nothing works. You’re like, “Oh! What do we do?” Messages for that, plus individual talking with friends and things like that. Those are running all the time.

We have an internal dash. We call it Dash. An internal Twitter app that we use. We couldn’t find a fast one that did just what we needed it to do, so we built one. We’ve got that going.

I should point out TextExpander, which is this awesome, awesome little text expanding thing which lets you take…if I’m saying, “Hey, Bob,” then that becomes one character instead of three or five or whatever. That’s pretty awesome. Definitely check it out. TextExpander. Just Google it. You’ll be able to find it there.

The last thing I guess I should point out is our support app itself. You guys use Help Scout. I talk about them a lot on “Support Ops.” We use Desk. Great little app. I’ve also got friends that use UserVoice and use HelpSpot.

HelpSpot is actually a sponsor of “Support Ops” right now. They’re fantastic. Everyone stops and goes, “Wait. You talk about multiple support apps? Is that not, like, wrong?” No, each one does different things. It’s, again, finding that right fit. For us, Desk works really well right now. For you guys, Help Scout, I’ve heard, is fantastic. For some people that I work with, HelpSpot’s great.

It’s finding the right fit with the support app and all the others that I mentioned that I use. Those are the ones that are running, basically, from the moment that I open my computer to the moment I close the lid on it.

Colin: Got you. Do you augment user information by looking someone up in an admin tool if they’re having a problem? Do you do that to help them solve the problem?

Chase: Yeah, we have a great little app on the backside called Queen Bee. It basically lets us know not only basic stuff – their name, their email address, how long they’ve been a customer with us, that kind of thing. It also lets us know are they an admin or are they not an admin?

It allows us to go in and even look up…Well, since we’re talking emails. When we send out email notifications, if they don’t get it, then we need a way to look in the logs and see if we did send it and that kind of thing. Having that internal app that controls all that is just phenomenal. It makes my job 10 times easier.

Colin: That’s some great stuff. I really appreciate the time and all of your feedback. I know everyone who watches this or listens to it will really enjoy it as well. Thanks so much, Chase. If you’re not already checking out “Support Ops,” it’s SupportOps.co. You should definitely listen to Chase’s podcast if you’ve got to respond to people ever. [laughs]

Chase: Oh, thanks!

Colin: Thanks, Chase.

Chase: Thanks.

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