Digital MarketingStrategiesOnline Service Uses Email to Convert Triers Into Buyers

Online Service Uses Email to Convert Triers Into Buyers

Are you offering consumers ways to engage with your service in your emails like one startup has?

Online services must use “Bacn” (notifications by email) to turn triers into buyers. (Photo courtesy of Spara)

I just got an email from a startup called Pipedrive. It was striking because I sign up for a lot of online services, and rarely get an email from them beyond the “confirmation” notification.

Subject: Can we help?


Everytime someone signs up to Pipedrive and doesn’t immediately fall in love with it, our technical lead Martin gets a little anxious. He refreshes the dashboard of our analytics widget every fifteen minutes and wants to give this user a call to ask whether everything is ok.

It’s been 6 days since you signed up to try Pipedrive (thank you once again!) and Martin’s analytics widget tells him you haven’t used the software too much. Did we not live up to your expectations? Any technical issues? Would you like help with getting started? Please reply to this email with any questions, comments or concerns.

We recommend to add a couple of deals and try moving them forward along the sales pipeline to get a sense of how Pipedrive works. And how it could help you grow your sales, not just manage contacts.

Go to Pipedrive

We hope to hear from you soon!

The people at Pipedrive

PS. Martin says hi.

Let’s take a look at what works and doesn’t work for Pipedrive.

What Works

Pick your voice. I like that the Pipedrive folks put some of themselves into this email. The way it is written tells me something about the company. It tells me that this is not a Salesforce knockoff, and that it is targeted at a more casual business environment, probably small and medium-sized businesses.

To write effectively, you have to pick your audience, and Pipedrive does. I am in its target market, so it worked for me.

Convert Triers to Users

Pipedrive deal on AppSumo.

I went into the application and played with it after Robert Scoble interviewed the company and AppSumo featured it as one of its deals. The interview was a great tool for the first conversion that software as a service (SaaS) companies must accomplish: stranger to trier.

I received a couple of notification emails as part of that trial, but never got any “how-to” or “have you tried” emails that might have helped me take another step. This is crucial in driving the next conversion: trier to user.

The email above, which came six days after I signed up, may very well have brought me back to the site, especially because the copy makes me like the sender (and “Martin”).

Send Something Soon

When you get people to sign up for a trial, the best time to ask them to return to the service is within 15 minutes of their sign-up. That’s right. More than half of your triers will be cold within an hour, and will never return. After a day, you can expect something like 4 percent to return.

No matter how much we need your service, we move on pretty quickly if not prompted to act.

Pipedrive hit me with a well-done email immediately after I signed up. It didn’t just say “Welcome.” It offered three ways to engage with the service. This is smart.

  • See your sales pipeline. Add at least three or four deals to see how it looks, and try moving deals forward along sales stages.
  • Customize. Add custom fields for deals, contacts, and products and feel the power that comes from customizing the stages of your sales’ pipeline.
  • Add a co-worker or two. And ask someone to move a deal along the pipeline or close it. Nice, no?

The links are instrumented so that Pipedrive can track the success of this email.

Track Your Results

Finally, Pipedrive’s marketing team isn’t leaving anything to chance. It’s attached a homing beacon to this email, specifically the “Go to Pipedrive” link. The link is tagged so that Google Analytics and Pipedrive know how many people are clicking through from this particular email and link. In other words, Pipedrive knows if this is working or not.

The company could have captured some better information if it had included:

utm_medium=email-html – Was this a text or an HTML email? This email was technically an “HTML as text” format. Very effective.

utm_source=link-text – Was this visit driven by a text link or image?

utm_term=Go+to+Pipedrive – Which link was clicked?

Download my company’s link-tagging spreadsheet to properly format your links for Google Analytics.

What Could Be Improved

Some best practices for the trier to user and user to buyer conversions will help Pipedrive become a successful online service.

Subject Line

I almost didn’t open this email due to the subject line: “Can we help?” A subject line that had some of the attitude of the email itself would have been opened more often, I believe.

For example, my favorite subject line of the week is “Today’s forecast: Cloudy with a chance of profit,” which promoted a video on cloud computing.

Tell Me Again What You Do?

This may sound stupid, but you have to remind me what you do, especially with service names getting more and more esoteric. InfluAds, Startup Riot, Zerofootprint, Explorence; you better tell me what you do, and why not repeat your value proposition as well?

Send Something More Often

Pipedrive would have more users if it had increased the frequency of the email. An email at one minute, one hour, one day, two days, four days, and six days would not have been a problem if:

  1. It continued to entertain with its copy.
  2. The emails highlighted some cool feature, “how to,” or introduced a business like mine that was having success.
  3. It follows the opt-out rule every time.

It is valuable to have triers identify themselves as unqualified and leave your list. Those that might use the service should stay involved, and hopefully convert to a user and a buyer.

Use Landing Pages

When you click on one of Pipedrive’s links, you are taken to a generic log-in page; simple, elegant. However, this breaks the “scent” from the email to the application. When I click “Customise” I should come to a page that summarizes all the things I can customize, and a log-in form.

Then I should be taken to the customization settings. Unfortunately for Pipedrive, it takes me to the dashboard, not to the customization page.

Go Ahead and Get the Grammar Right

Finally, I’d spend at least a little time on the grammar.

  • The email opens with “Everytime” when “Every time” is appropriate.
  • “Customise” is unusual for an American audience.
  • “PS.” should be “P. S.”
  • Phrases like “We recommend to add a couple of deals…” are clearly not written by a native English speaker.

The problem with these notification emails is that they are delivered by the application, which means that an engineer is given responsibility for writing them. This is a mistake.

Please, don’t let your IT guys write your emails. They are going to kill your service.

Online services have an advantage in the conversion game: visitors can try the service immediately. Email is the most important tool in the process of converting triers to users and users to buyers.

Related Articles

Why touchpoint data is invaluable to your CRM and driving sales

Data-Driven Marketing Why touchpoint data is invaluable to your CRM and driving sales

3y Jeanne Jennings
How to take your geo-fences to the next level

Data-Driven Marketing How to take your geo-fences to the next level

3y Benjamin Spiegel
Three digital dilemmas that are really opportunities

Actionable Analysis Three digital dilemmas that are really opportunities

3y Catherine Magoffin
Reviving sluggish sales with email personalization

Conversion & ROI Reviving sluggish sales with email personalization

3y Guest Writer
Getting over three mar-tech hurdles: are you ready?

Marketing Getting over three mar-tech hurdles: are you ready?

3y Stephanie Miller
How three brands used Pinterest to win consumers and why you should too

Marketing How three brands used Pinterest to win consumers and why you should too

3y Tessa Wegert
Four ways to connect with consumers during the holiday returns hangover

Ecommerce Four ways to connect with consumers during the holiday returns hangover

3y Nick Worth
Six ways to improve value and trust for your brand's website

Marketing Six ways to improve value and trust for your brand's website

3y Tamar Weinberg