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Level up your transactional email app with automation

By Ellie Huizenga · August 3, 2021
Hero image with an icon of an envelope (email)

Businesses send a lot of emails. Roughly 306.4 billion emails were sent and received each day in 2020. Our poor, collective inboxes.

Chances are, most of the emails you send at work fall into one of three categories:

  1. One-to-one communication. These are the messages you send directly to your clients or customers from your own account. Support messages also fall into this category.

  2. Marketing and informative messages. These might take the form of newsletters or email blasts about sales, new products, or offerings you think someone would be interested in.

  3. Transactional emails. These are the emails that communicate critical information about your product or service to your customers.

Transactional emails are business-critical—often for you and your clients. They include order confirmations, shipping notifications, receipts, account-related alerts, and abandoned cart notifications.

Transactional emails can add up quickly. By automating transactional email workflows, you can ensure prompt follow-ups, get updates on errors, and more. 

Not sure which transactional email tool is best for your business? Check out our guide to the best transactional email tools. 

Get notified about failed email deliveries

The transactional emails you send to your customers are important—they share critical information, like receipts and account-related alerts. So, when these emails fail, you need to know, so you can handle the situation as needed. 

Fortunately, you can create automated workflows that keep you notified about failed email deliveries. For example, you can send notifications to your chat app or email whenever a transactional email bounces or fails to deliver. That way, you can follow up with the customer and ensure nothing falls through the cracks. 

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Send Email when new Mailgun messages fail delivery

Send Email when new Mailgun messages fail delivery
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Mailgun + Email by Zapier

Keep customers updated about payments

Keeping customers updated about payments is a must to maintain a high customer satisfaction level. However, there could be hundreds of payment emails that need to go out to customers on any given day. How are you supposed to find the time?  

Automation allows you to send emails whenever an order is placed. You can also set up a Zap that sends an email from your transactional email app to customers with an invalid credit card. That way, you can focus on the more important work while automation sends all the emails on your behalf. 

Want to learn more about accounting automation? Get advice from experts on the best ways to add automation to your financial processes.

Track which emails are doing well (or not so well)

If it's been years since you updated your transactional emails, how do you know if they're still performing at a high level? With automation, you can track email opens and unsubscribes so you can get an early signal on problems. 

You can automatically update performance data in your tracking app of choice when an email is opened, or an unsubscribe occurs. That way, you can figure out which emails are performing best (and worst), allowing you to make educated decisions on which emails you need to update. 

Instantly follow-up with new leads

No matter where you get new leads from—website forms, surveys, or ads—promptly following up ensures leads turn into customers. However, manually following up with leads is time-consuming and tedious. 

With automation, you can instantly send emails through your transactional email app when someone fills out a form or survey. Let automation do the tedious tasks for you by creating automatic workflows that send emails on your behalf.

Use automation to do more with contact forms and leverage information gathered in surveys

Get the most out of your transactional email tool

Transactional email apps allow you to get needed info to your customers based on different actions. With Zapier, you can level up your transactional email app by automating the time-consuming tasks—and spend time working on the more important things.

New to Zapier? It's an automation tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use this app, and many others, with Zapier.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'