WhatsApp – how can it help your business?

Have you recently been exposed to WhatsApp marketing and you’re considering integrating that into your business (you received a WhatsApp about a crazy end-of-the-season sale that caught your attention and you also want to send similar messages to your clients)? Great. After fully examining the meaning of WhatsApp marketing and understanding the course of action, you’re now at a point where you are wondering what would be the best way of combining WhatsApp marketing into your business.

WhatsApp allows persona, direct, and two-way communication with your recipients. It enables sending various files (audio, images, video, and gifs), and could be a great tool for certain content.

WhatsApp business

Which, you ask? We’ve assembled a list of great uses for WhatsApp marketing that you could combine into your business services. All you have left to do is cut (or take a screenshot) and save it:

Customer service: the characteristics that create a great customer service experience is convenience and fast response. That is why WhatsApp, which at its core answers these criteria, could match businesses looking for a comfortable interface for their clients for instant and easy-to-use customer service. For example, if you have a traveling agency and a client would like to contact you to change their vacation dates, WhatsApp chat is an easy solution in this case.

Technical support: like every good client service, a great tech support service is best provided when it’s fast and easy to use. WhatsApp tech support allows quickly sending different information such as photos, tutorials, written instructions and text messages that will easily and clearly explain the problem and allow a quick response and solution.

Long-term relationships with clients: to remain present in your client’s minds, it is important to create a sense of continuity and availability. For example, if a client purchased a smartphone on your website, send them a WhatsApp message with a link to the tutorial and make sure to mention that you are available for any questions. Make sure to send them updates one week later, a coupon on their birthday and so on.

Ordering deliveries and services: assuming your clients aren’t millennials, they would probably prefer WhatsApp communication over the phone. In case your business is a restaurant, enable ordering delivery over WhatsApp. This way will allow you to keep track of orders and special requests and keep the information documents. It will also feature your business as modern and light.

Consulting: the immediacy of WhatsApp makes it particularly suitable for various consulting services. For example, if you own a clinic, a WhatsApp conversation with your patients could be a convenient and time-saving communication route for them and you.

Scheduling appointments: one of the most crucial things about appointments is availability and rapidity, which allow fast updates of your schedule. For example, if you are a therapist, and you would like to schedule an appointment with your patient, you can send a designated appointment scheduling link via WhatsApp. This way, you will receive a fast response and can quickly receive a precise update about your appointment situation.

Bureaucratic services: the first connotation of bureaucratic entities such as councils and government authorities will usually not be “fast” or “efficient”. Using WhatsApp for such entities could transform the user experience and enable actions such as sending documents or various inquiries to be much easier and faster when using WhatsApp.

Transferring information to larger groups: businesses based on large groups, such as communities, could use WhatsApp to send information to their members; from articles, through recipes and up to various video files.

Delivery follow-ups: in case your business provides delivery services, you could send your clients updates about their delivery through WhatsApp. The high message opening rates will allow your clients to stay updated in real-time and track their deliveries.

Registration to events: here as well, the high message opening rates WhatsApp has provided it with a tremendous advantage. Sending a registration link to a certain event using WhatsApp will probably lead to a faster response, which will make the process of registering for various events of your business much easier and faster. Out tip: send a reminder two days before the event accompanied by a link to a Waze to the event location and on the day of the event send another “Looking forward to seeing you” type reminder.

Reminder to the clients: various businesses need various reminders – requests for payments, events, appointments, etc. Sending reminders to clients via WhatsApp will increase the chances of immediate response, and will be pretty effective.

Promotions and sales: campaigns focusing on promotions and sales could also work better using WhatsApp. It is recommended to send short and light messages, which clearly explain the promotion or sale, and add a personal touch such as using the client’s first name or referring to a previously purchased article.

WhatsApp marketing is suitable for a certain type of content. Same as choosing text messages or emails as a marketing platform that will be suitable for certain campaigns rather than others, here as well, choosing WhatsApp should be accompanied by professional reasoning. In case you found a service that could fit your business, don’t hesitate to try it out on WhatsApp sooner rather than later!

WhatsApp marketing: how to do it right?

Though WhatsApp has been in our lives since 2009 (crazy, right?) – it only recently introduced the possibility to market using the app. How did that happen? WhatsApp is very protective of the privacy of its 2 billion users and makes sure to keep them away from unnecessary spamming. Now, the company is trying to find the correct ways to integrate marketing content that on one hand will keep her clean of spam and on the other, allow innovative marketing options.
After diving into marketing on WhatsApp, and learning about the advantages and disadvantages, you can decide if you wish to give it a go. Think it’s the way to go? Great, we assembled a list of tips for correct marketing of your business on WhatsApp. Let’s get started:

WhatsApp message

The steps for accurate marketing on WhatsApp:

Defined goals

Similar to any marketing campaign, it is important to predetermine the goals and character of the messages, so that they can clarify how you should approach the campaign and which content to create. For example, a campaign designed to update new clients on sales or a campaign designed to keep existing clients, will not be formulated in the same way and will target different population segments to realize these goals.

Create a contact list

Not every marketing content will be relevant to your entire target audience. Create a contact list for different target audiences so that you save them from spamming and make the connection between the content and the clients more precise. For example, if you have a pizza chain and you wish to give a special price to residents of a certain city, create a list of only the residents of that city. Alternatively, create one base with information fields using which you can perform relevance segmentation.

Using information about clients

The personalization effect is important when writing WhatsApp messages and creating the sense of a personalized message. Use information such as first names, last purchases, and important dates – and integrate them into your WhatsApp messages. The conversation will then be accompanied by context and a feeling that you “see” the certain client to whom you are writing.

Give value, Give value, Give value

As you expand your contact list, try to be original and creative when formulating your messages – at the end of the day, the client is looking for the bottom line – why should I read your messages? Did I just see that promotion you sent on Facebook or the local magazine a minute ago? If so, then I don’t necessarily need to give you my phone number for direct and personal communication.

Invest in content

Interesting, creative, and relevant content becomes crucial in WhatsApp marketing since it is a wonderful way to stand out in an ocean of messages your users receive on a daily basis. For example, if you create content that is characterized by a unique design language, or written in a funny and smart way, the messages you create will stand out from other content that your users will receive and give you an advantage.


When it comes to WhatsApp marketing, minimalism is the key.. Carefully choose the campaigns in which you will integrate WhatsApp and make sure you reduce the number of messages to the bare minimum. This way you will be able to maintain your business image clean of spam and pleasant for the user.

Get to the point

WhatsApp is fast, instant, and light – and that’s what your marketing messages should be in order to keep your recipients attentive. And what does that look like? A message should have one main, focus, and precise message. Nothing more. For example, a message about a sale should only speak about that.

Give up the bots

The sense of an authentic conversation is an essential part of WhatsApp, therefore bots are not the way to go here. People like to talk to people, they like knowing that there is a real person on the other side who is listening to them and it is important to integrate that into the communication on WhatsApp. If you insist on using bots – make it clear that it is a bot that “speaks” with them.

Match the type of message to its content

Since WhatsApp is easy to use and instant, it is important to match the message to this profile. For example, providing customer service on WhatsApp could work for businesses that require the client to send documents or photos – since that’s easy and comfortable to do using this interface.

Present yourselves

Using the representative’s name will take away the unfamiliarity and the potential “bot” feeling that accompanies conversations of clients with different representatives. In case you open the conversation with a new client, it is important to present yourselves by name, thus reinforcing the feeling or human closeness.

Add a logo on your profile photo

In order to maintain the brand unity of your business, it is important to present the company logo on the WhatsApp profile photo. This way, your clients can be sure to be speaking with you and will save potential confusion.


If you ask us, this is one of the best features of marketing using WhatsApp. The emojis light the mood of the conversation, add fun visuals and create a sense of a friendly conversation. It is important to use them wisely and match them to the conversation. For example, if you speak with an angry or particularly disappointed client, avoid using emojis that might make them feel as if you are being disrespectful or disconnected from the conversation.

Most importantly, DON’T SPAM

Since WhatsApp is very strict about its anti-spam policy, it is important to create a positive reputation with them. In case your clients will mark your messages as spam too many times, it will damage your reputation which could have you blocked.

Similar to other marketing tools, WhatsApp is a marketing tool that you should learn how to approach and operate correctly. Hopefully, we have provided you with the background you need to leverage your business in a new and refreshing way.

To learn more about sending WhatsApp messages with inwise, click here

WhatsApp marketing for businesses: everything you need to know before getting started

There are very few apps that can be found on almost every smartphone, in every age group, and in every (okay, well almost) every population group. WhatsApp is one of those elite applications, counting over 2 billion users worldwide with a message opening rate of 98%. WhatsApp gained ground due to ease of use and the fact that it was free thus making it not only a wonderful communication interface but also a fertile ground for marketing for businesses.

A bit about marketing on WhatsApp

Meta, who currently owns WhatsApp, only recently started focusing on marketing on WhatsApp. You must be wondering – how come they didn’t do it up until now? Well, alongside the potential hidden in marketing, the company advocates a strict policy when it comes to spam according to its users. Only recently, they started easing up a bit on certain privacy and spam policies, which opens a new marketing channel for various businesses.

Advantages for marketing on WhatsApp

Wondering if WhatsApp is the next marketing step of your business? Allow us to present some of its advantages so that you could decide if the platform is indeed the right one for your business.

  • Extremely popular: the tremendous amount of users makes WhatsApp highly effective in its marketing skills. You can reach huge amounts of potential clients by using it.
  • Available and instant: WhatsApp is an easy, accessible, instant application. Thanks to these characteristics, it is comfortable transferring and receiving content quickly and easily.
  • Light and informal: the at-ease and non-binding nature of WhatsApp will bond nicely with similar messages. Marketing messages can then be formulated in a more friendly way, accompanied by Gifs, photos, sound, and a variety of elements that would make them more interesting.
  • Business profile: You can open business profiles, with the company logo and a designated phone number, which would make the conversation more professional.
  • A two-way documented conversation: WhatsApp is based on a conversation where both sides are active, while the entire written conversation is documented and stored, which also makes it extremely compatible with the concept of client service for example.
  • Providing responses from a number of representatives: on the aspect of the User Experience, WhatsApp will also generate wonderful results as it enables scenarios where a number of representatives can simultaneously answer to various clients.
  • Fast share and virality: WhatsApp messages can be shared quickly and easily which provides them with great viral potential. For example, try to think of a marketing concept in the shape of a sophisticated and funny meme that as soon as your clients see it as a WhatsApp message, they’ll be more likely to choose to transfer it on their own.

Marketing WhatsApp

Things to take into consideration when considering using WhatsApp as a marketing tool

Alongside the various advantages, there are a number of things that we must keep in mind before integrating it into our business.

  • Approving the account: legally connecting to the WhatsApp system as a marketer takes up to two weeks, during which the company reviews your account. It is important to make sure that you’re legally sending marketing content, just because in case you don’t – you’ll risk having your account blocked.
  • Price: though WhatsApp marketing is much cheaper than social media, it is more expensive than emails or text messages.
  • Gradual activity: WhatsApp starts by limiting the number of messages sent. Only once the business earns a reputation and that it is trustworthy to WhatsApp, will it accumulate “rating” points with WhatsApp, thus allowing it to send more and more messages per day.
  • Strict spam policy: WhatsApp is very strict with marketing profiles, as each marketing message sent undergoes approval procedures while putting its fate in the hands of the recipients which in fact determines its destiny. If messages you send are blocked or not opened, that increases the chances of you being classified as a “Spam” business by WhatsApp.
  • Attention disorders: we are all bombarded with an incredible amount of WhatsApp messages each day, which makes following them not an easy task. WhatsApp messages tend to get overlooked and disappear and that should be taken into account when sending marketing content.

Bottom line: WhatsApp marketing is great, but it’s important to know all its aspects before getting started. Our tip – try to go over the pros and cons list, examine your business accordingly and this way receive the full and accurate picture of whether it’s better to integrate WhatsApp into your business or not. 

To learn more about sending WhatsApp messages with inwise, click here


How to send an SMS message that your clients will actually read

Let’s talk about our cellphone. We have it glued to our hand from the morning coffee up until we fall asleep, already at reach. That already tells us everything we need to know about the tremendous potential embedded in mobile marketing and in SMS messages in particular.

Text messages have become an extremely efficient marketing tool over the past years. Yes, even in a world where WhatsApp exists. Text messages are relevant for all business types, from fashion to health care. And to be honest? It’s pretty clear why when the percentage of people who open their text messages is over 90%, which makes them a must-use marketing tool. Yes, this does apply to a world where WhatsApp exists since while it conveys friendliness, text messages convey urgency, which increases the percentage of people who open them.

The secret is knowing how to use them. Text about certain topics, formulated in a precise way will increase the ROI (return on investment) rates, while text messages that do not comply with these standards can cause damage.

How can you maximize marketing text messages in your business?

Personalization: THE buzzword of the business marketing world in general and especially for text messages. Using personal elements gives your client the impression that the content was made especially for them, thus increasing the chances of them even reading your text. For example, a text on your client’s birthday accompanied by a small happy birthday wish and a unique discount code will enhance the feeling that your business ‘sees them’.

Maintain transparency and focus: We all know how it is getting these blurry messages, the kind you have to read all the way through or several times to understand what they want from us, right? That is why it’s important to be as transparent and clear about the purpose of the message. Clearly explain what the purpose of the message is, and what you offer, and avoid ‘pushing’ non-relevant products or information.

Respect your users: There is nothing more annoying than Spam – and the last thing you want to do is to have your business associated with aggravating and unwanted messages. That is why it’s important to only use phone numbers of people who approved your service and provide a clear and simple option to “Unsubscribe” when needed, replying “Stop” to cancel, or using a dedicated link to cancel.

Specify the name of the business or at least a phone number: The need behind the text will determine if you choose to use the name of the business or the phone number. In order to avoid the “spamming” feeling and maintain a certain consistency of the messages, define the name of your business in the ‘sender’ zone. To create a sense of interaction and two-way conversation, choose the number and mention in the text the possibility to answer the text.

Carefully choose your texts: Text messages are a wonderful marketing tool, as long as you dose it correctly. If you choose to send marketing content using text messages, it’s important to have a strategic logic behind your choice, since the slope towards overdosing your clients with texts is slippery. As an example, the texts we receive before the elections have become a synonym for ‘spam’.

This is how to do it – four ideas for marketing SMS that will work wonderfully:

Notifications for promotions

Timing is everything, research has shown that notifications for limited-time promotions increase the chances of reading the text messages. Tell your clients about the offers that are valuable to them, accompanied with a personal tone and which refer to fields that are relevant to them – for example, fashion brands can send a client an update about a limited promotion on a certain product they took interest in, accompanied by a link to purchase the product.

Operational messages

These are immediate and important messages for your users, such as updates on scheduled appointments, verification codes, updates on deliveries, and various kinds of reminders. For example, HMOs sent updates to their clients regarding appointments using operational texts specifying the location of the clinic, the time of the appointment, and even the possibility to cancel the appointment.

Update on events

Reminders are a great option for marketing texts that will make your business be perceived as one that takes care of their clients’ schedules, and at the same time will help your organization. Under this category are the following messages: Save the Date messages, ticket purchases, updates on times of events, and even interactive content during the event. For example, when a text is sent to you during a concert with a link to send photos that will be projected in real-time on the screen during the performance.

Product launch for VIP clients

Every business gathers its most loyal audience around it. Here, you have the opportunity to share with them unique content that will increase their sense of loyalty toward your business. For example, if you are about to launch a new product, send it to the same exclusive group message telling them they were carefully chosen to be the first to try out the product, and only later on, send it to the rest of your clients.

In the end, no matter what business you have, using marketing SMS text messages will generate great value for you, so all you have left to do is start using them, wisely of course.

Personalization – why it is important and how can you use it?

The following scenario is probably familiar to most of you: you turn on the TV, start flipping through the channels, thinking about which series you want to watch – when all you really want is a personalized recommendation (Hi Netflix, thanks for coming!).
Know the feeling? Well, this is where personalization kicks it, which turns the distribution of messages into a more targeted, personal, and accurate concept. And of course, in these days of endless variety, personalization becomes a relevant tool, perhaps necessary, to ease the struggle of choosing, knowing what to focus on and what to ignore.

What is personalization?

Basically, personalization is creating messages tailored for each user. It is carried out using correct segmentation.
It is designed to improve the user experience, enhance the sense of individuality, and is based on personal details collected about the users, such as name, date of joining to the service, or interests.

Personalization can operate in two main ways: the first, through a personal inquiry (for example, when using the contact’s name in the subject line), and the second, based on a personal suggestion of content (for example, mailing dynamic content presented only to those for whom it is relevant).

In recent years, personalization has become a basic tool that is crucial to achieving success in content distribution. How crucial? TWIILIO SEGMENT 2022 published a study revealing that almost half of the consumers who participated (49% to be exact) indicated that they would become regular customers of a brand that offered them a personal purchasing experience. In other words – personalization is the element that will increase the chance of users opening emails sent to them.


Personalization – so how can you do it right?

Convinced already? Great. Here’s how you can use the information you have about your contacts in order to create a great personal experience:

Personal email

Using simple information such as a first name creates a personal and direct contact experience with you. There is no doubt that it is nicer to open an email that states our name in the subject line, rather than a generic inquiry.

For example, the cosmetics and make-up company Sephora’s website makes sure to send its customers emails that include their names both in the subject line and in the email itself. This way, they tell them about promotions, benefits, and new products, creating a much more direct and intimate experience for their customers.

Reference to place of residence

You will be surprised to find out how effective referring to the city of residence can be. You can send relevant information to users who live in a certain area and even specify the name of the place in the email itself.

An example of this is the e-commerce site Nordstrom, which recognizes the location of its users, and this way it knows to offer certain products according to the weather in each location – winter clothes for areas where it is cold, and summer clothes for warm areas.


Birthdays, anniversaries, and service subscription dates can all upgrade the user experience. For example, sending an email wishing happy birthday accompanied by a unique discount code.

One of our favorite examples is that of Spotify. Apart from the fact that it is a company based entirely on personalization supporting algorithms, it makes sure to send a personalized email to each user at the end of each calendar year, containing a musical summary of the music they listened to that year. This great personal touch demonstrating a wonderful way to create a personal and unique experience for each user, which is then likely to encourage them to continue using the company’s music services.

Previous information

Did a customer purchase a certain item from you recently? Were they interested in a specific topic? Sending an email following that purchase will create a sequence that continues the positive and personal experience. For example, if a customer purchased running shoes, an email suggesting that they purchase a complementary product, such as a heart rate monitor, may be particularly relevant to them.

Another example is the company Fiverr, which uses information based on the searches of its users, and sends them emails offering options of additional and diverse service providers in the same field. The result: creating content that is perfectly tailored to the personal needs of each user. So simple and accurate.

In the end, the role of personalization is to be based on the needs and details of the users, to create an accurate, personal and unique experience. And if you ask us, it’s a simple move that manages to produce the best for both you and for your users.


Cloud Marketing Tool for Emailing Documents Attachment

Sending emails with attachments is a valuable communication tool, but it requires some knowledge and etiquette. In today’s article, we will go over the best ways to send emails with attachments, and throw in some golden tips and examples on how to master sending emails with attachments like a pro.

How to attach an email document?

Attachments are basically an easy way to send files, images, and more along with an email sent out. However, the fact that the concept is easy does not necessarily mean that the execution is as well. Here are some of most common mistakes people make when it comes to including attachments to emails:

  • Is the attachment right for this email? Make sure you are sending the right file, always. You really do not want to attach a file that is not relevant for the email going out.
  • Email Subject Line –  lets the recipient know what your email is about. That is why including it with every email you send out is necessary. Use it to your advantage and you may help your email get opened by your recipients.
  • Draft an email – It’s time to write the email, containing the main message you wish to convey to the recipients. Again, keep it as short and simple as possible.
  • Send the Email – This seems trivial, but emails can actually be ready to go only to be left hanging without hitting the Send button, never leaving the inbox. Make sure you hit Send when your email is ready to go.
  • Monitor your results – See who received the email, who opened it, and as important – who did not open it. Monitoring your results is the only way to learn from your mistakes and from your successes, and constantly improve and grow.


Smart Attachment Management

There is a right way and a wrong way to send an email. The wrong way may lead to undelivered messages. Unfortunately, in the business world, that can have very unfortunate implications. So here are some golden tips on how to wisely manage your attachments:

  • File size – Attachment files that are too large may take a long time for the recipient to open/download. Take that into consideration when sending large files with your email.
  • File type – Some email providers do not allow specific types/formats of attachment files. That is why it is super important to make sure that the file format you wish to send will go through to the recipient. Now sure? You can always go safe by sending a PDF attachment.
  • Properly name your attachment A good way to go is to always give your attachment file a clear name the recipient can understand. Doing so will help your recipient have a clear and safe idea on what to expect opening the file.
  • Let them know there is an attachment here – Inform the recipient that you have attached a file to the email, and its nature. Do not assume that everyone will notice or know that there is an attachment file they need to open without being informed of that. 
  • Always double-check – As part of the better safe than sorry approach that is highly recommended in the business world, always recheck and reread your email before sending it. When your email includes an attachment, that means checking the attachment as well: Is it the right file? Is it accessible to open and download?

Examples of business emails with attachments

Now that we have gone over all the tips and basics on how to send an email with an attachment and how to wisely manage your attachments, let’s see how email attachments can serve your business activity with some classic examples:

  • Testimonials – Attach testimonials or reviews from satisfied customers to show potential / existing customers how well your service/product is received. You can attach a video, presentation, PDF, or image – detailing your testimonial(s).
  • Price quotes – Attach a file listing your price quote, tariff, or price list, to close a sale. 
  • Invoice – A very common and classic use of an attachment is sending an invoice or a receipt at the client billing stage.
  • Meeting reminders – Help meeting participants remember about an upcoming meeting or prepare for it by sending them a file with the meeting agenda or materials to help them be most prepared for it. 

Email attachments are undoubtedly a vital part of business communication. Now that you hopefully feel confident on the ways to use it, and how to best utilize it, we hope that it will serve you as well as it does businesses, companies and individuals around the world, every minute of every day.

Tips for Email marketing for clients who actually read

We don’t know what happens inside your mailbox, but we are going to allow ourselves to bet it’s filled with emails that want to sell, market, and tell you about products and services. These are newsletters – one of the most effective marketing ways to communicate with your customers, and more precisely, with 72% of them, who prefer to receive marketing content via email.

Email marketing is based on sending emails to a list of contacts who agreed to receive content from you – newsletters, advertising emails, and various updates; it all enters under this title. Successful email marketing is one that manages to transmit a precise, personal, and unmediated message and includes information that is relevant for the contacts. Those make it a particularly effective and converting marketing tool.

So how are you going to make your emails stand out in this noisy, crowded world?
We’ve put together tips to help you make your marketing emails stand out and get your contacts to actually read them.

Valuable content

The language and the content of email marketing are highly important. We recommend avoiding long heavy texts and focusing on a text that sets the important and interesting messages in the front. Provide real value – this will increase the chances that your contacts will want to stay on the mailing list, read the messages you send, and become long-term, loyal clients.

An updated contact list

Email marketing is based on a database of contacts and their information. Therefore, the first step is making sure all the contact information is up to date – starting with basic information such as their first name and email address, through their phone number, place of residency, and up to their interests and hobbies.

In addition, it is important that all those on the list have given their consent to be on the list. A mailing list based on contacts collected indirectly, such as email address collection software or purchase from various sources, will damage your campaigns and business.

Personal message

Personalization is an essential tool when speaking about email marketing, and a great way of using it is through the title that opens the email. Make sure to create a personal message about the email including the name of the contact to whom you are addressing and preferably along with a particularly precise message – those will capture their attention and augment the probability of your email being opened.
“Hey Helen, you can make a difference on your next visit!”


Pre-planning of dosage and timing

The number of messages and timing can seal an email campaign’s fate and the user’s choice whether they’d like to stay or remove themselves from the mailing list. In order to avoid spam mailing of multiple messages in a short amount of time or reduced and discontinuous mailing, it is important to come up with a clear campaign plan at the beginning of each campaign, in which you will predefine the number of mailing items you send along with the right time gaps between each sent – thus maintaining a professional, accurate, and much more effective campaign frame.

Unsubscribe button

At one point or another, we all get a marketing email from an unknown source and have looked for the Unsubscribe button. In case you didn’t see it, know that besides it being a rather irritating situation it is also illegal. Make sure you regularly add the Unsubscribe button allowing your recipient to unsubscribe from your mailing list. Place it at the bottom of the email and add a clear message to it specifying that the user has been removed from the mailing list.

Use a professional mailing system

Sending emails using a professional mailing system will save you a lot of trouble; starting with server overload and security problems through to the recipient identifying the sender’s address as spam and blocking it. The system makes sure the emails will arrive at your contact’s inbox, allows you to monitor each email you sent, segments audiences, follows user’s conduct, and produces data-based reports after each mailing. Basically, it makes your life much easier when talking about your marketing moves, and particularly those concerning email marketing.

To sum up, email marketing is an excellent tool for creating an honest and loyal relationship with your clients. In order to achieve the most out of this infrastructure of messages sent via email, implement the tips, and stick to them, you will quickly see the results.



Marketing automation – put your feet up and let success come to you

In the content overwhelming world we live in, successful marketing becomes a tricky business. In order to manage the incredible amount of content and reach your clients in the most successful and effortless way, this smart solution was invented: marketing automation.

What is marketing automation?

You know when you enter a certain type of service you receive a “Welcome” email? And one week after having opened the email you get another email offering you a unique discount? And then two days later a text message reminding you about that special discount? Marketing automation is the “behind-the-scenes” of this mechanism.
Marketing automation allows you to preset actions that will take place automatically as a reaction for different scenarios. The automatic process begins with a trigger which is in fact the act of the contact (clicking on a link or opening an email for example), which leads to a sequence of predefined actions. The automation allows a preset destination that you would like your contacts to reach while creating action-based courses that will lead them straight to it.

The advantages of marketing automation

Saving time: we apologize in advance for quoting the cliché “Time is Money״, but it’s true, especially when talking about your business. Using the automation process will save the marketing and client service team precious time from dealing with repetitive manual actions (such as data collection and segmentation) since it just performs those actions on their behalf.

Personalization: personalization has been the serious buzzword over the past several years, and rightfully so – within the ocean that floods us, all we need is personal attention in the form of content that is personalized for us. Automation is based on your contact’s behavior and actions and it allows you to send the right sequence of messages for each contact according to the actions they performed.
For example – using information such as date of birth will allow you to send your contacts a personalized coupon on their birthday. A client didn’t open their email? In that case, the system will identify that as a trigger to send them a second message reminding them of the special offer code.

User audience segmentation: it used to be common to see the target audience of business as one straw, however, today it is clear that segmentation is the way to go. Using marketing automation, we are able to send different messages to different segments based on various settings such as age, gender, living area, and fields of interest, which will make your entire marketing array smarter, more effective and precisely adapted to each segment.

Automatic timing: timing is everything, and when the sending times of certain messages can be preset in the system, it creates a significant advantage. Imagine the following scenario: a new contact joined your new customers’ club. Using the automation, you can predefine a sequence of content messages that will be sent to them in predefined times to keep them active and interested; promotions, discounts, informative texts, anything you want! And combined with the automated timing, you can provide the best marketing course for that user.

5 steps for building an automated marketing plan

Define a goal: successful marketing will always be based on a super-goal, whether it is expanding the client circle, increasing the sales of a certain product, or a new market breakthrough – predefine your goal and let it lead you.

Segment audiences: each audience is unique, and correct segmentation while sending relevant content series to each group will make your marketing more efficient and cost-effective. Need an example? Considering your business operates all throughout Europe, sending messages based on a living area will enable you to efficiently create relevant content for the residents of each area.

Create personal relations: information that you have about your clients such as names, dates of birth, and place of residency become fertile ground for creating personal and close relations. Just think how nice it is to receive an email that addresses you by your first name rather than using a generic title that was clearly written for all users. By using personal relation elements, you can enlarge the chances of clicking, call for action and a sense of positivity towards your business.

Prepare content in advance: tight and precise content is crucial for the success of the campaign and preparing it in advance (rather than a last-minute rush) increases its chances of it actually being successful. Prepare the content for the emails and text messages of your campaigns so that it is high-quality content.

Analyze data: after succeeding in all the steps, it’s time to check your data. Analyze your campaign data to see what worked better and what didn’t work in order to improve for your next campaign.

Need any ideas for use of automation?

Special events: birthdays, anniversaries, date of joining the club – use data your contacts gave you to make them feel special on those dates which are important for them. If your business is a shop, you can send a special discount code for those celebrating their birthday at the beginning of the month, and in case they didn’t use their discount code, send them a reminder several days later with a unique SMS to use the discount.

Opinion: following a purchase of a service, send your clients a survey to keep in contact with them and allow them to give you feedback. A client gave you a good rating? Thank them in a personal email with a unique discount. Got negative feedback? Send the rater a text message saying you’re sorry to hear about it with a request for suggestions to improve the experience.

Abandoned cart: the client didn’t complete the purchase? You can remind them using a personal email about the items after a certain preset amount of time, or even add a discount code that will encourage them to come back and complete their purchase.

Message sequence: a message sequence is when you send your clients after a certain action to keep active and continuous contact with them. For example, a new user joining the member’s club – start with an email congratulating them for joining and offering a discount code upon their first purchase. Continue with a text message three days later reminding them about the new membership discount and two weeks later send an email with fun and interesting information about the products and your business.

Now that you are (virtually) possessing the knowledge and the tools – it is now the time to hit the road and automate your business!


8 Ways Bulk Email Attachments Would Upgrade Your Business

Let’s begin with the bottom line: using paper and post office for your business is just not legit anymore. Sending your customers documents, reports, and invoices through letters is not only outdated but also wasteful and inefficient – and the sooner you abandon this method, the better.

Whether your business is a service or a product, using a bulk email service will be the optimal way to go.

What is a bulk email attachment service?

Bulk attachment is a feature in the inwise system that allows sending directly to your contact’s inbox emails with individual attachments, such as invoices and personal documents.

Besides the fact that it’s cheaper, greener, and safer for your data – it will boost your service and leverage your user experience game in so many ways.

How exactly? Glad you asked. We listed eight ways that switching to a bulk email attachment service would improve your business:

1. No lost information

Remember the good old days of sending letters, not knowing when or if they would ever get to their destination? Well, you can wave goodbye to this tangle. Email bulk attachment service sends all invoices and documents directly to the contact’s inbox and tells if the contact has opened the email – so lost information is out of the equation.

2. Digital documentation

Your offices look like an archive at the local library, filled with folders of files? When you send bulk attachment mail, the paperwork can go out the window, or rather, for recycling.
All of your mail documentation is backed up in our system, so you can effortlessly go back to it anytime.

3. Accessibility and availability

When you send bulk attachment emails online, documents are easily found. All data is one click away from you, whether you need to find an invoice from last year or read the contract you sent to a major client.

4. Time saver

Save yourself the hassle of sending a mass amount of emails to dozens of customers, which can take up a lot of your time. At your fingertips, you can easily send email bulk attachments – thanks to the system’s capability to withdraw all documents at once and assign them per contact.

5. Money saver

Using paper equals wasting money, period. The equation is simple; papers, ink, envelopes, stamps, and post office services are expensive. Sending mass emails with individual attachments isn’t.

6. Simple document correction

Updating a document or correcting mistakes within it can be pretty exhausting when done with post office services. Spare all that back and forth correspondence with your customers, and instead, simply send bulk emails online with the needed files and get them back in no time.

7. Keeps your data safe

Worried about securing your customers’ data? We’ve got your back. Our system is highly safe and keeps all of the files preserved and protected, so you can send invoices, personal documents, and reports without concerns.

8. Green and innovative

Using bulk attachments, you can say goodbye to wasting paper and hello to green and eco-friendly use. Just think about the good you will do with the environment, alongside the innovative and positive image that would stick with your brand.

Eventually, in today’s innovative and tech-based world, adding an email bulk attachment feature to your email marketing system is the logical choice for your business. Sending mass emails with individual attachments will, without a doubt, change your business and improve it significantly.

Digital Transformation and Salesforce

The business world is in a period of transition. We are experiencing the fourth industrial revolution – significant changes are happening in technology, industry, and day-to-day life in a rapid way. Companies across the globe started realizing that today’s customers are connected, informed, and technologically savvy and they expect that the companies and the brands will also be likewise.

Digital transformation — the process by which organizations modernize themselves to incorporate new digital technologies throughout their entire business — is becoming completely essential. Salesforce, widely recognized as one of the most innovative CRM in the world, helps companies in their digital transformation while making them more agile and increasing their ability to innovate.

In this article, we look into two important areas in a business that digital transformation most affected – Sales and Service. One brings in new customers and the other retains existing customers.

​Digital transformation in Customer Services

Customer expectations of how companies should interact with them have changed significantly.

Additionally, more than 70% of consumers say that customer service provided at any time has an influence on their loyalty. They want brands that can offer service and support them where they are, that offer a seamless experience across every channel.

Salesforce service cloud offers great tools that help the service agents work on the cases efficiently with the single customer view at their disposal. The community cloud with Knowledge center enabled is a great example. This offers features like self-logging of incidents, service tickets, and knowledge base articles that can be searched. Customers need to easily contact the Service team in the channel they most prefer be it Email, SMS, Phone, WhatsApp etc. To accomplish this, you may want to look at AppExchange apps that centralize all the communication channels, syncs the data with Salesforce seamlessly, with the option to access the information within SF at any time.

Digital transformation in Marketing

The aim of marketing is to increase your customer base and revenue while spending less money. Digital marketing helps in generating more quality leads and helps you to be in the same digital space as all of your customers.

In this age of customers, you’ll need to change your marketing strategy. Switch marketing print materials with digital materials, printed mail campaigns with personalized email campaigns and journeys, billboard advertising with social media advertising, brick and mortar storefronts with online websites and eCommerce sites, loyalty clubs with mobile apps, and loyalty gamification.

Using Salesforce you can build 1-1 personalized customer journeys spread across multiple channels be it Email, SMS, Mobile Apps, or Social Media, and reach the customers in the channels they are active and at the time they most prefer. The message you reach out to customers should be personalized and relevant to the customer based on their past transactions, their personal purchase preferences in their preferred channel of communication.

Another thing that is important to pay attention to is responsiveness. In a digital-first world, where every content you share, every email you send is opened via mobile, the content has to be mobile responsive. Therefore you must use default mobile responsive aligning with your strategy.


Digital transformation is a must if you as a business want to stay current in this period of revolution. Choose the right platform, app, and software that is best in the business and serves your customers well, help your company grow and transform into this digital world.