Follow these best practices to maximize engagement and avoid user frustration:

Email Content Best Practices:

1. Personalize Every Email:

  • Always use {{FIRSTNAME}} or {{USERNAME}} in greetings
  • Reference specific user data ({{BALANCE}}, {{INACTIVEDAYS}})
  • Make each email feel personal, not automated

2. Provide Clear Value:

  • Explain what the user gains by returning
  • Highlight unused credits or features
  • Offer help or support

3. Strong Call-to-Action (CTA):

  • Include clear “Login Now” or “Send Test Message” buttons
  • Make CTAs prominent and easy to click
  • Use action-oriented language

4. Mobile-Friendly Design:

  • Keep emails simple and scannable
  • Use responsive HTML templates
  • Test on mobile devices

5. Professional Tone:

  • Match your brand voice
  • Avoid being too pushy or aggressive
  • Be helpful, not salesy

Timing Best Practices:

For Inactive Users:

  • First Email: 30 days (gentle reminder)
  • Second Email: 60 days (more urgent tone)
  • Third Email: 90 days (final reminder)
  • Don’t send more than 3-4 emails total

For New Users:

  • Day 1: Welcome and quick start
  • Day 3: Check-in and support offer
  • Day 7: Feature highlights
  • Day 14: Conversion incentive
  • Day 30: Final engagement attempt

Execution Rules Best Practices:

1. Respect User Activity:

  • Stop sending if user becomes active
  • Don’t email users who recently purchased
  • Honor minimum balance thresholds

2. Account for User Type:

  • Consider different messages for resellers vs. end-users
  • Adjust timing based on typical usage patterns
  • Segment by product usage (SMS, WhatsApp, Voice)

3. Avoid Over-Communication:

  • Space emails appropriately (minimum 7 days apart)
  • Don’t overwhelm users with too many automation types
  • Monitor unsubscribe rates

Monitoring and Optimization:

1. Track Key Metrics:

  • Email open rates (via tracking pixels)
  • Click-through rates on CTAs
  • Re-activation rates after emails
  • Conversion rates (demo to paid)

2. A/B Testing:

  • Test different subject lines
  • Try various email timings
  • Experiment with incentive offers
  • Compare formal vs. casual tone

3. Regular Review:

  • Review automation logs monthly
  • Identify patterns in successful re-activations
  • Update email content based on feedback
  • Remove or modify underperforming steps

4. Compliance:

  • Include unsubscribe links (if required by law)
  • Honor opt-out requests immediately
  • Keep records of all automated emails
  • Follow CAN-SPAM or GDPR guidelines

Common Mistakes to Avoid:

Too Many Emails: Don’t overwhelm users
Generic Content: Avoid impersonal, template-feeling emails
Poor Timing: Don’t email immediately after user activity
No Testing: Always test before going live
Ignoring Feedback: Monitor user responses and adjust
Set and Forget: Regularly review and update campaigns


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