How to Turn Operational Messages into Marketing Opportunities
We may not always recognize them by name, but transactional messages are something we all receive regularly: from SMS confirmations of recent orders, to password reset emails, and even reminders about tomorrow’s doctor appointment or a technician’s visit.
In simple terms, these are ‘operational’ messages, sent in response to specific actions and often providing additional information, confirmations, or requests for further action.
But these messages are much more than just operational. Transactional messages offer significant value to your customers: from reassurance and confirmation of payments or transactions (completed charges or shipped deliveries) to restoring access and reducing anxiety (password resets enabling system logins) or solving problems (e.g., doctor or technician visits).
This makes them an excellent opportunity to take customer attention one step further. By using these messages wisely, with the right balance and tone, you can enhance their impact. Here are some tips to help you:
Timing – Most transactional messages need to be sent immediately to provide reassurance and confirmation. For example, a delayed password reset email could frustrate the customer or worsen their problem—especially when the issue is easily solvable. Similarly, order confirmations act as purchase validation and should arrive promptly.
However, for reminders, consider sending the message the evening before. You can even include a response option, such as a “Yes” or “No” button to confirm attendance.
Deliverability – Many transactional messages end up being filtered by email servers and sent straight to spam folders. In other cases, they may fail to arrive on time or not be sent at all due to technical errors. These issues can disrupt the customer journey, causing confusion and friction.
Using a reliable and advanced messaging platform ensures messages are sent and delivered as intended, helping maintain a smooth customer experience.
Monitoring – Some transactional messages, such as payment invoices, automated confirmations, or updates on received documents, can be critical for customers. It’s essential to have monitoring capabilities in place to track message delivery.
Look for indicators when messages fail to send or reach their destination (due to incorrect numbers, technical issues, etc.). This feature enables targeted troubleshooting and prevents potential harm caused by undelivered or delayed messages.
A Crucial Step, Not the Whole Journey – Transactional messages are an important part of the customer journey, but they’re not the whole story. It’s important to synchronize all triggers, stages, and messages to create a seamless and cohesive experience.
For instance, after receiving a payment confirmation, customers may want to know the next steps, such as additional approvals or shipment updates. Provide reassurance and clarity about what’s next without overwhelming them with excessive messages.
Clarity – As operational messages, they need to be clear and to the point. While it might be tempting to include witty wordplay or jokes, this isn’t the time or place for it.
Using AI writing tools can help maintain a friendly, personal, and concise tone while ensuring clarity.
Credibility – Make sure to use your company’s official domain, phone number, or business name to prevent your messages from being perceived as phishing attempts. Additionally, align the design with your brand’s identity.
Add Value – Since you already have your customers’ attention, consider how you can help them further. For instance, if they need to bring a document to an appointment, remind them in the message. If there’s nearby parking, share directions or a link. Bonus points for mentioning any parking discounts or arrangements!
Stay Elegant – You can include marketing messages or offers in transactional communications, but do so thoughtfully. For example, sending a discount alongside a reminder for a doctor’s appointment might feel out of place. However, including it with an order confirmation could make more sense. To decide, put yourself in the customer’s shoes: does it make sense to you? If in doubt, leave it out.
Transactional messages are a powerful tool for ensuring a smooth and positive customer experience. Use them wisely by maintaining clarity, credibility, and added value, and ensure they’re sent on time to guide your customers through their next steps effectively.