Automated Emails

Streamline Your Process and Eliminate Human Error

Are you already using automated emails? That’s fantastic! But are you doing it efficiently? How do you transfer data from your CRM to your email software—manually? If so, there's potential for human error.

There's a lot to consider here. If you’re already using automated emails, you understand the importance of automation. Can you imagine sending all those emails manually? It would take hours and make it tough to scale. You’d likely forget to send some emails, and errors like typos or incorrect details would inevitably creep in.

By automating this process, you eliminate these issues. However, your system still needs to communicate with the email software—telling it what to do and when to do it. Here are three common approaches:

• Email System Scheduling:
  You can set up your email software to send out messages at specific intervals. For example, send one email on day one, another on day two, and so forth.

• Manual Updates:
  You might update a contact like John Smith in your CRM and then separately update your email system to trigger the email. Needless to say, this introduces the risk of human error.

• Full Automation:
  Automation is the game-changer here. By linking your CRM with your email software, the system automatically determines what to send and when to send it. This approach allows you to pull data from your CRM to personalize emails for your customers. If you opt-out a customer from marketing emails, the system ensures they won’t receive any. This process is entirely customizable to fit your business needs, offering 100% accuracy with zero human errors.

Finally, you can integrate AI into your email process to add a “human” touch. AI can tweak each email slightly, keeping them fresh and less robotic. Instead of sending the same message repeatedly—like “Hi _____, I’ve been trying to get hold of you, please call me back on ______”—AI can create different variations to keep things engaging.

AI also allows for email personalization based on a customer’s specific case or inquiry. Instead of drafting a specific template for every possible scenario, you can create just one or two generic emails and let AI handle the rest. It ensures each email is tailored to the customer and their unique information.