Send a 1:1 email

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How to send 1:1 sales emails with automation

This article will guide you through the process of sending personalized 1:1 sales emails using automation in ActiveCampaign. The feature of sending 1:1 emails is significant as it helps improve customer experiences, connects personal sales messaging to broader marketing strategies, and automates personal touch at scale.

Introduction

The Send a 1:1 email action allows you to reach out to potential customers through customized emails directly from your connected email account. Unlike traditional marketing emails, which may lack personalization, 1:1 emails provide a tailored approach, ensuring that your prospects feel valued and engaged. This function is available for users on Plus, Professional, and Enterprise plans, provided they have the Sales engagement enhanced CRM add-on.

How to Access This Feature

To access the 1:1 email feature, ensure that you have the appropriate ActiveCampaign plan. You need to connect your email account to the Deals CRM and set up a preferred email account as the sender. Once your email is connected, you can navigate to the Automations section in ActiveCampaign to begin creating your 1:1 email automation.

Step-by-Step Instructions

To successfully send a 1:1 email as part of your automation, follow these steps:

1. Connect or reconnect your email account to the Deals CRM.
2. Set a preferred email account, which will act as the default "From" address for your automated emails.
3. Click on the Automations tab in the left menu.
4. Create or select an existing automation where you want to implement the Send a 1:1 email action.
5. The automation builder will load. Click the node (+) in the automation where you wish to add your 1:1 email.
6. In the right pane, click the Sending section.
7. Select the Send a 1:1 email action.
8. Enter a name for your email in the field provided. This name is internal and not visible to contacts, but each name must be unique.
9. Type your email's subject line.
10. In the From dropdown, select the email address you want to use. You may choose from connected email accounts or select %deal_owner_email%.
11. Type your message into the message field. You can also utilize personalization and AI features for enhanced messages.
12. (Optional) To add a deal owner’s signature, click the personalization icon (lightning bolt) and select the Deal Owner: Signature option.
13. Expand Email Tracking and confirm that tracking options for opens, links, and replies are set to "On" by default.
14. Click the Save button to finalize your automation.

Configuration Options and Settings

While setting up the 1:1 email, you'll encounter various configuration options:

• Connected Email Account: Ensure your email is connected for sending emails.
• Preferred Email Account: Set this up to define the primary sending address for your automated emails.
• Personalization Tags: You can insert tags from contact, deal, or account records to personalize your emails effectively.
• Deal Owner's Signature: This can be included to enhance personalization and connection.
• Email Tracking Options: Control settings for tracking recipient engagement, including opens, clicks, and replies.
• Subject Line and Message Content: Customize both for relevance to the recipient.

Best Practices and Tips

1. **Personalization**: Use personalization tags like first names or deal values to create a more engaging message. Personalization fosters trust and can significantly improve response rates. 2. **AI Assistance**: Leverage the AI feature to help generate email content. This can save time and enhance the quality of your communication. 3. **Email Limitations**: Remember that there is a limit of 500 emails per day per connected email account. Keep track of your send counts to avoid skipped emails in automation. 4. **Avoid Marketing Emails**: Do not add contacts who have not opted into your marketing communication to automations that include marketing emails, as this could lead to compliance issues. 5. **Use Signatures Wisely**: Including a deal owner's signature adds a personal touch, which can be effective in closing deals.

Common Use Cases with Examples

- **Follow-Up Emails**: After a trade show or webinar, use 1:1 emails to follow up with attendees, thanking them for their participation, and offering additional resources. - **Lead Nurturing**: Send personalized messages to leads who showed interest but did not convert, providing insights specific to their interests. - **Special Offers**: Contact potential customers with tailored offers based on previous interactions, enhancing their interest and likelihood to convert.

Troubleshooting

If you encounter issues while sending 1:1 emails, consider the following tips: - Ensure your email account is correctly connected to the Deals CRM. - Check that your daily email limit has not been exceeded. - Verify that your automation is active after making edits. - Ensure that you are using the correct "From" email address if employing the %deal_owner_email% option. - If tracking is not functioning, check Email Tracking settings and ensure they are activated.

FAQ

Q1: What is the maximum number of 1:1 emails I can send per day? A: You can send up to 500 emails per day per connected email account.

Q2: Can I include images in my 1:1 emails? A: No, 1:1 emails are strictly text-only.

Q3: What should I do if I want to change the connected email account? A: You need to disconnect and then reconnect your email account to use it with the 1:1 email feature.

Q4: Can I schedule my 1:1 emails to send later? A: No, the sending of 1:1 emails cannot be scheduled.

Q5: How does personalization work in 1:1 emails? A: You can use personalization tags within your email content, which are replaced by relevant information when the email is sent.

Q6: Can I track responses from my 1:1 emails? A: Yes, you can track opens, clicks, and replies for your sent 1:1 emails through the email tracking options.

Q7: Is it possible to use the 1:1 email feature without a connected email account? A: No, you must have a connected email account to use the Send a 1:1 email action.

For more in-depth understanding, or for additional functionality, refer to your Automations and related Sales Engagement resources in ActiveCampaign. ```