Lessons learned from onboarding emails with no HTML styling
blog.palabra.io
blog.palabra.io
- "You had enough fluff marketing content and so did we. So the absofreakinlutely BEST thing you could do right now..."
- "Writing this from my couch at home, hoping to find you safe and well at yours. It's been a busy summer! I wanted to share more about out 2.9 release..."
No, just no. Leave me alone, we aren't friends, you did not write this to me personally. When I read such text I am mentally bracing myself and putting up my defenses because we are at war. You are fighting in the arms race in the attention economy at my expense. This kind of email is like mimicry in the animal kingdom. You are faking the appearance of a mail from a friend when it's a business. It's nasty, parasitic and off-putting.
But maybe it's a cultural difference. Perhaps American culture is more receptive to this. But in most European cultures politeness requires a certain distance and being overly enthusiastically friendly makes us immediately think you are a scammer (in real life too). So pay attention to local cultural customs because these kinds of fake-cheerful-friendly-informal mails don't work everywhere.
I think it is a California-centric "it's all good" vibe. Not all of America has California culture.
As an American I don't think people like corporations feigning social intimacy either.
This trend is beginning in Denmark as well, and I don't like it. It'd be easier for everyone if you just assign me a number and announce that when my drink is ready.
I also encountered store greeters, which was the most bizarre thing ever.
Doesn't mean people like it. I think there's also a difference between a low-level employee being friendly personally to me because it's their job and also it's just polite, vs some marketing employee being "friendly" to the 500k people on their mailing list.
It's also always worth noting, is the case with many countries, the US is very diverse. People in NYC probably think very differently about this vs. people in L.A. or Boise, Montana.
making them say hi and act friendly to everyone is just a way of camouflaging this and making it seem less hostile.
This is of course a joke, I am a fan of the number system. The honour system also works fine here in Australia, they just call out the order and you go and take it after a tiny delay to see if the guy who was there first goes for it.
You don't have to ask for a number, just give them one.
Receipt.
Starbucks ask you for a name to make the process seem more personal and friendly. Apparently they started doing this in 2012; it was met with quite some head-scratching in the UK at the time. The other big coffee chains here do not do this, to the best of my knowledge.
One restaurant I love approaches the problem by giving out name cards (brightly-colored paper, so disposable or cheaply replaceable) rather than numbers on the receipt, but the names are of famous personalities. I've been Dolly Parton, I've been Arnold Schwarzenegger, I've been Jackie Robinson, etc. They're fun because unlike numbers, they're easy to remember and can provoke conversation in a group, or fond thoughts when alone. Bravo to Twisted Root Burger Co for this approach!
Personally I don't like it, although I've never seen asking for your name lumped in with the false politeness. It is pretty widespread over here. People are more likely to pick up on hearing their name, rather than a number, right? Nobody can spell my weird name, but they just put a phonetically similar more common one on the cup and I've learned to listen for that.
Store greeters are a pretty strange trend.
(1) may not speak English (analogous scenario: imagine going to a Starbucks in Japan and having the cashier repeatedly ask for your name in Japanese, and you don't speak Japanese);
(2) have names that aren't easily pronounced/spelled in English ("Name?" "Zbigniew" "How do you spell that?" "Zed bee eye gee...." "Wait, what's zed?" "Last letter of alphabet" "Oh you mean zee" "No, zed");
(3) feel embarrassed about the whole interaction, which leads to them inventing a fake name, which in turn makes them feel dirty. (Zbigniew gives his name as "Zach" to the Starbucks employee although he has never used this name in his life -- it's not the name his parents gave him)
(4) then has said name confused with 3 other Zachs also waiting for their tall lattes.
It's almost like someone forgot to think through the UI/UX of this system with respect to internationalization.
I understand why Starbucks does it. It's part of their corporate culture and marketing. I've no strong aversion to it -- as I said I'm used to it now and it is what it is. But I just wanted to highlight some of the downsides for people with unusual names, even though as you say it's no big deal to find a workaround.
And there exist more universal systems that aren't dependent on a barista's ability to spell or pronounce an arbitrary name, and that doesn't require the customer to reveal or invent a name.
p.s. English names are not exempt from this. Imagine going to a non-English-speaking country and having a name like Cecil or Xavier (which Americans pronounce Ex-zavier).
p.s. I should add the caveat that Starbucks baristas in Japan do not ask for names. It's culturally inappropriate there so Starbucks doesn't implement their names policy in Japan.
Anecdotal evidence to the contrary: I'm in the UK and have known a few people from parts of Africa over the years, they've all had made up simple short names because they tired of people but being able to deal with their real names (either not being able to pronounce it, or making a big thing if it sounding strange). And it wasn't just a short nick-name based on their name that they use generally: their friends from the region would call them something different. Likewise a polish fellow in one of my current circles does the same (though I don't know any of his wider social network so don't know if this simpler name is used more generally).
It may be a regional thing (partly because some languages use sounds like "clicks" that we don't, so have difficulty replicating): I've encountered numerous people from the middle & far East and they haven't done this.
It’s hard for me to imagine an Aloysius adopting a Chinese name while visiting China for a few days say. Would he use a derived nickname like Loy? I wonder.
If you're spending proper time somewhere it makes sense to make it easier for people to communicate with you. If you don't they'll just use a name they can say to refer to you anyway.
This must have been Walmart. I always figured they had greeters because the small town Protestant church from my childhood had greeters.
Not surprising that the Temple of Mammon also has doormen. Heh.
Aside: I always assumed the whole 'spell your name wrong' thing that Starbucks did was a marketing thing - they certainly got a lot of social media posts out of it!
Not everything is a conspiracy. Take the average starbucks barista, add in a shop full of customers expecting the line to move quickly, and you end up with a "This looks good enough, fuck it" attitude to writing the name on the cup. Customers that get upset about their name being spelled wrong really need to relax.
https://www.youtube.com/watch?v=erTaEeTRHDE&feature=youtu.be...
To be fair to the article writer, I too write for non-technical audiences with the idea that they are sitting next to me and we are having a friendly conversation. It helps the writer's block.
Faking it as another person said is exhausting and draining and I ain't got time for that.
These opinions are my own and do not represent those of my employer, the bottled water industry, and certainly not the cat sitting behind me.
I see these emails the same way as I see cheesy, slimy door-to-door vacuum cleaner salespeople.
I doubt it. People can be really really talented at being convincing but fake.
People just like being around happy people.
Now you could make the argument that ethically this mimicry (I like that term you used) is morally wrong.
Its interesting because when you go to a coffee shop and they act friendly and helpful we like it and dont think about if they genuinely are our friends.
I think if the tone is paired with overall user friendly practices by the company (for example not charging me at the end of a free trial) then the tone is appreciated.
Until you start getting incessantly upsold to a 'vente' or upsold to add a bagel.
I thought a friendly "no, that's okay, thank you" and a smile was enough but there was once a national brand franchise coffee shop that badgered me enough during the checkout experience, and on frequent enough visits when I'd get off the train and walk in for a cup of joe along the way to the office that I stopped going.
"I'm just trying to help you get a deal on your coffee".
Friendly, polite, chipper...probably pressured by a GM to upsell but I feel once a customer has politely turned down an upsell, maybe one more "are you sure?" and then after that just give a person some grace and let them buy what they've asked for.
Since the user is receiving an email they have shown some intent. To continue the example: its the barista being nice and suggesting add ons with a big tip jar right in front.
Now, this is also not the only strategy out there, even for the same group of users. Before committing to a strategy like this you should do user research to understand your users, run A?B tests, and make sure it plugs into your overall brand strategy.
IMHO a business that puts the business first will always come off as fake and unattractive to users (so companies will succeed until a competitor comes along who treats them better).
A business that puts its users first and business goals as secondary to that, thrive and when the business shows a value and its actually backed up with past actions, its effective.
I wonder actually, if anyone here customises their emails based on the mark's home region?
I recently picked up a book written in this style. It's been nails on a chalkboard for me.
I think the big issue is that it attempts to conform to the structure of a casual conversation, while eschewing established norms for casually written textual content.
I know what a comment on the internet looks like, or an IM chat, and that's roughly what a casual email should look like.
Writing a 'proper' email, and peppering in smarmy sidebars just feels sleazy, reduces the information density of the text, and makes me cringe enough to put whatever I'm reading on the backburner.
Tech companies are often stupid, but not THAT stupid. Most of the strategies in this article do improve open and conversion rate.
Lines like the first one of those two don't work with me at all; they're targeting an audience that isn't me, and they do very much provoke the "uh-huh, what are you selling" reaction.
But I do want to see the humans and the humanity in a business. I do want to see a face and a personality and a set of values, rather than just noreply@example.com. If I share those values, I'm going to be much more enthusiastic about the business, and if I don't, I may be less so.
It's possible to create a cookie-cutter talking-about-the-weather-and-the-pandemic pseudo-personality that's kinda uncanny-valley human-ish, but doesn't take any chances. But that's not going to create that same resonance.
So the question then becomes, do you want to be faceless or pseudo-faceless and try to appeal to everyone, or do you want to be yourself, stop hiding the fact that your business has humans in it, and appeal very strongly to people who care about what you care about?
For me, messages like this resonate like ‘we are cool and do not use us if you need us to run your business’.
Dear sir, According to your previous request please refer to the following link to access your download.
Our team thanks you for your kind attention.
Yours warmly, blah blah blah
Somewhere in the (subjective) middle is an email that reads like you know i am a non-litigious human but not your best buddy.
from:(organization) -from:(orders@organization)
Select all, mark as spam, delete.Study marketing a bit, and you'll find loads of things that email power users loathe that still get an overall very positive response from the general public.
Know your userbase. Cater to them, not some random people on the internet with strong opinions.
Case in point: Netflix's auto-play feature used to drive me bonkers, so much that I would try other streaming services first. How could they think this feature was a good idea? The only plausible explanation I've heard is that they were optimizing for user engagement. Users click around more to prevent the video from auto playing.
What I said also applies to any other metric, including (for example) income generation.
Microsoft heard from hundreds of users who were heartbroken when Clippy was removed from Microsoft Word.
But I'm a grumpy old techie, how I see such things is going to differ to the general populous, so maybe a technique that puts me off gets more positive attention from more then enough others that losing me is worth it.
Please do not do this, it neither helps with your credibility nor does it help to build a "connection". I want to know where this email is coming from, and if I have signed up at Spotify, I expect to recieve my emails from Spotify, not Tom whoever at Spotify.
Edit: I don't mind if I think the person is even vaguely aware I exist. But an email claiming to be from an executive of some huge company saying how happy they are that I have signed up doesn't fall into that category.
The message is not coming from them.
I know it's not particularly disingenuous - it's just 'marketing' but at the same time it really triggers my 'Orwellian Dystopia' concerns about the completely impersonal future where relationships are utterly commoditized and we lose the ability to distinguish between man and machine.
In fact, the overly familiar tone of messages those that 'try to hard' to lack protocol bother me as well.
A 'corporation' using the language of 'friendship' is ridiculous. Sadly, I think this will go on as we love to think that 'someone who uses more casual language with us must be on more familiar terms'.
Frankly, I'd rather go back to proper titles. Mr. Ms. whatever.
"I don't know you, you are not my friend, you cannot be familiar with me, don't tell me jokes or help me 'chillax'" is what I feel like saying.
I still see it as an email from that person, assuming they wrote the template themselves. I would also expect to be able to reply directly to that person if I wanted to, though.
Why would someone feel awkward? It's from neither of those. It's automated so I think it's awkward and misleading to use a name.
I think those personal emails are warranted if my first contact with a company was human, like I reached out and contacted someone from the sales team.
But "personal" responses to an obviously automated process like signup is just dishonest. If the founder responds to support requests - fine. Send me a personal response once I have a support request, but not as a signup confirmation.
You don’t want a password reset confirmation mail from Andre, or in this case a simple account creation notification from Tom.
If it’s a full onboarding email where you are invited to have questions and interact further, sure, why not, assuming all following mails will be from Tom as well. Otherwise the mail having personality is just noise and abusing people’s social behavior.
I feel the same with mails addressing me on a first name basis. It’s skating on very thin ice, and I hate most companies doing it.
Maybe I am getting old and I am not the target audience for these types of strategies but it really turns me off. I feel it takes away the value from actual email.
Now, do I think there are accessibility and privacy benefits to be had by sending truly plain text email? Absolutely. No open trackers possible, no potential for HTML related vulnerabilities, no dangerous elements to filter..
[1]: https://addons.thunderbird.net/en-US/thunderbird/addon/markd...
I think the problem is that HTML and CSS are now so big, and people use such a range of device sizes, that writing clients to display things accurately and consistently is very hard. Markdown sounds perfect to fill the gap between HTML and plain text.
“Every SaaS company must start their onboarding sequences with a welcome message that is sent when a user joins the platform. This is a must by now, since everyone who signs up will expect some sort of confirmation of their transaction.”
These emails invariably waste my time. They repeat what the website already told me when I signed up. If I sign up for your SaaS, I expect your site to tell me what I need to know about what I can and should do next. I don’t want an email.
I will not read it, just mark it read and archive. It is not the contents that are important, what is important is that your email is set correctly, and receiving the service's emails without problems. So, any future issue can be solved over email.
I have seen those separated emails. I agree that they add nothing, and I imagine their conversion is much lower than a single email (they don't bother me, I'll just ignore another message). I do agree that onboarding is best done on-channel, but adding an extra link on the email you are sending anyway can only help.
(This is distinct from an onboarding email. I don't need onboarding emails. Some site combine confirmation + onboarding into a single email -- that's ok with me.)
It's a searchable historical record that I once signed up for something under a certain username. Also, it's important for password recovery and such (not a best practice to be sure, but not all sites support 2FA).
I just signed up. I want to use the thing, give me some tips to get started and do something productive quickly, not a link burred under marketing, straight up spell them out in the email.
Thank you for signing up for Foo, the best place to do Bar. Your username is X. You can login at URL, and contact us at email, support page, or phone number. Our mailing address, just in case.
oktnxbye
"UI is like a joke, if you have to explain it, it doesn't work"
Not because of the 1 confirmation/onboarding email you (the SaaS) just sent me, but because you simply can't help yourself. You and I both know more shiit is coming very soon.
But I get it. If I provide an email address and don't get a confirmation email within 8 seconds I assume that either (1) I made a typo or (2) your platform is running on some bargain-barrel servers (and frankly I'm questioning my decision to sign up - i mean what kind of operation...).
Anyway, I found an easy solution to this annoyance (I think we all have): Create an email account dedicated to SaaS sign-ups.
If you use emoji in your communications, I will think you're not very professional.
These emails tend to end up in my spam folder.
I once received one of these after I was mistakedly billed too much for a product. The person involved had a C suite type role at an ISP. After a bit of searching, I found their personal work email address and forwarded my reply directly to that. It got a more or less instant response, roping someone in to help me and I was phoned twice by an obsequious rep afterwards to make sure I was satisfied with the outcome.
All I wanted was a normal email address I could reply to and expect a response.
I consider that an antipattern in and of itself.
Unless you have a truly abysmal average CLV, replies should be directed to a system that first filters out (and acts on) bounce messages, simple unsubscribe requests, and obvious spam, then dumps everything else into a ticketing system.
Exposing an avenue of communication (which is what email fundamentally is) then trying to pretend that it doesn't exist is just obnoxious.
I still think trying to look like a real person probably makes me pay more attention. This definitely works if there is any "real" interaction with that person in the onboarding.
The problem is that the "personal e-mail" signal can be faked cheaply as they have discovered.
I kind of wish e-mail worked such that anyone who isn't in my contact list has to pay me to send me an e-mail. I'm not sure what the right amount is, maybe $1.
EDIT: It's also a kind of tragedy of the commons. If you're the first marketer to fake the signal it will work very well. Once everyone does it, congratulations, you've ruined it for everyone, including people who are not faking it.
(I was shocked the first time I got spam that started playing animations before I opened it.)
https://www.outreach.io/blog/will-emojis-increase-reply-rate...
Maybe SO emails go over the top though
The linked report actually indicates a decrease in replies.
Combined across all seven test variations, we saw a 42% decline in reply rate when the subject line featured emojis.The only mail I expect is email address confirmation.
I email 10,000+ engineers 3x+ per week. Individually they’re all grumpy and ugh about email. En masse, only 0.01% of them unsubscribe and 24%+ read the emails. Many even email back saying how wonderful they are.
And yes adding emojis to both subjects and emails themselves helps. The open and engagement rates improve.
Including your name in the email gets some complaints, but open and engagement rates improve.
Sending lots of [relevant] email gets some complaints, but open and engagement rates improve.
At the end of the day it’s all about brand. Are you trying to look corporate bland or personal and quirky? What works depends on your target market. I wouldn’t send emojis to 50 year old bank execs. But talking to 20 and 30 year old engineers? You bet
> 0.01% unsub rate
no way
I try to make them really personalized. Like if your website is acmewidgets.com - I'll put "Acme Widget Help?" as the subject.
My own takeaways:
1. Plain Text for sure
2. Super short - my standard sort of email is now about 3 sentences.
3. Ask a question - in my case there's a couple of driving reasons to sign up so I try and make sure they're doing ok.
Even with all of the above I still maybe am only getting a 30% response rate.
Then I saw that you have a Security SAAS and instantly felt different. I would love knowing there was a human I could connect with easily at your company. Definitely a smart move on your part.
The only emojis I see in subject lines occur in emails in the spam box
What is the point of an "onboarding" email by the way? If you signed up on a website, can't that website show this info instead?
Receiving an email I didn't ask for (other than functional ones like verification, pdf receipt, ...) after signing up for a service also is spam to me. Especially if they come with some delay, or it start to become multiple ones
Is that not so for other people?
That said, most people probably don't sit down to read text in emails most of the time, especially from a business.
After they're signed up/subscribed, you send an "onboarding" email with general information on how to get started using the service, and encouraging them to do things that affect whatever KPIs your boss cares about.
They can be genuinely helpful for tools that have a steep learning curve, either by serving as an entry point into the documentation or by providing contact information for support.
Otherwise, at best they serve as a reminder in case you get distracted before you finish setting up your account.
I don't mind being auto subscribed if the only emails I get are major updates on the product itself, as long as these are not a weekly thing.
Really? Most people don't realize that the email can be configured to appear to be from anyone and the co-founder was not actually personally involved in sending it to you? Or is the suggestion it has a psychological effect despite knowing it's kind of artificial? Could be. Always just strikes me as kind of fake and manipulative, but i may not be typical.
Now, if I replied, and got a personalized response from the co-founder, that might see like flattering commitment. Until/unless I found out it wasn't from the cofounder at all , just someone signing their name.
Anyone have any advice/recommendations/suggestions?
Please. For the love of god. Just start being honest with your customers.
> "Zest win the contest of better subjects seding thing like: "
It just doesn't parse for me. Perhaps:
> "Zest wins the contest for better subjects, such as:"
But even that sounds a little weird?