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How to Create a Transactional Email to Boost Your Conversions

Beefree team
Beefree team
Jan 27, 2021
How to Create a Transactional Email to Boost Your Conversions
How to Create a Transactional Email to Boost Your Conversions

As an e-commerce brand, transactional emails are one of the most effective weapons in your marketing arsenal. Transactional emails have higher open rates than marketing emails, plus a click-through rate that’s almost three times higher than non-transactional emails. That’s why these types of messages present a valuable opportunity for you to build relationships with your customers! Here’s how to create a transactional email that will give your conversion rate a boost both now and long-term.

As an e-commerce brand, transactional emails are one of the most effective weapons in your marketing arsenal. These emails have a click-through rate that’s almost 3X higher than non-transactional emails.

What is a transactional email?

Transactional emails are emails that are triggered by events — a user performs an action, and they receive a certain email in response. Examples of transactional emails include:

  • Welcome emails
  • User activation or trial expiration emails
  • E-commerce emails (abandoned cart, receipts, confirmations)
  • Request emails (password reset or verification code)
  • Account-related alerts and security emails
  • Re-engagement emails
  • Support and feedback emails

Transactional emails are prompted by a specific customer action, and people expect to get these kinds of emails. If you request a password reset email, for example, you’re most likely going to be refreshing your inbox until you see the message come in. That’s why transactional emails have much higher open rates than marketing emails.Your transactional emails are more likely to be read, and that means they need to be top-notch. What’s more, this is a great place for you to subtly add some marketing and upsell your customer. Transactional emails are an easy place to sneak in a little marketing — it’s much easier to sell to people who already know about you than it is to seek out new customers.Wondering how to create a transactional email that will improve your conversion rate? Here are a few transactional email examples and tips.

Introduce yourself

Share more information about your company so your customers can get to know you. A welcome email is a great place to highlight your popular products and make it easy for readers to shop. Kassatex promotes its bestselling products with a separate CTA button for each one:Subject line: Welcome to Kassatex!

how to create a transactional email

Backcountry also adopts this approach, sharing a gear guide in its welcome email. Adding product information to your transactional email design is a smart way to up your conversion rate.Subject line: Welcome to Backcountry 

transactional email example

Offer an extra incentive

Provide your customers with an incentive — something that will encourage them to make a purchase, such as a discount or a special coupon code. In this welcome email, Peet’s Coffee gives new customers a code to get $2 off their first purchase. We’d suggest including your offer in the email subject line to help boost that transactional email open rate even more.Subject line: We want to welcome you 

how to create a transactional email

Upsell your customer

You can use your transactional email to upsell your customer — whether you ask them to simply add something to the order they've already made or bring up an entirely new proposition. An end-of-free-trial email is a good place to do this. You can also upsell your customer in an order confirmation email.

Use this template in Beefree!

Use this template in Beefree!

Create dynamic content

Abandoned cart emails are a hugely valuable type of transactional email. On average, these emails have a conversion rate that’s higher than 10%! Make your abandoned cart emails even better by drawing on the customer’s browsing history to add personalized product recommendations. For example, this message from Walmart presents the item left in the customer’s cart, but it also takes things a step further by providing some additional products to consider.Subject line: Check out before it sells out!

transactional email design

Broadcast your USP

What makes your company special? What perks or unique selling propositions do you offer that bring extra value to your customers? Highlight those selling points everywhere you can — including in your transactional emails. In this welcome email, Kate Farms (a company that makes feeding tube formula) mentions:

  • Two-day free shipping
  • A commitment to creating personal customer relationships
  • A passion for progress
  • The powerful ingredients used

When you consistently include this information, your customers receive the message without even realizing it. Over time, you’re helping them create a good impression of your brand.Subject line: Welcome to the Kate Farms family!

how to create a transactional email

Make sure the emails are branded

Our biggest tip for transactional email design: Your emails need to be clearly branded. This won’t necessarily boost your conversions right away. But increasing brand awareness and cementing customer loyalty will only do good things for your conversion rate in the long run. For example, in this email from Stitch Fix, the branding is subtle but there. The header is the same header Stitch Fix always uses. The color of the CTA button matches the company’s brand colors. And the subject line and copy use the same tone of voice as the brand’s other emails. All of these are important transactional email design choices that can improve a company's brand awareness.Subject line: Need to reset your password? No problem!

transactional email design

Wrap-up: Transactional email templates

Now that you know how to create a transactional email, you can use the BEE email editor to design yours. Our transactional email templates make it easy to create mobile-responsive, HTML messages — no coding experience required. Let the BEE editor kickstart your transactional email design!

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two emails about transactional email

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Let’s get into it.  

#1. Unique, tailored experiences 

Damian Grabarczyk, the co-founder and growth marketer of PetLab Co., says, “We faced the challenge of connecting meaningfully with an audience that expects more than one-size-fits-all communication.” 

When we speak about crafting tailored emails we mean going beyond the recipient's first name in the subject line. We’re talking about optimizing your entire email strategy to design multi-stage touchpoints to nurture leads across the customer lifecycle. As well as, leveraging data to send hyper-personalized, relevant, and engaging emails that feel less like a broadcast message and more like a conversation. 

Many are using AI machine learning algorithms and AI automation to analyze customer interactions, past purchases, browsing habits, website visits, and even social media behavior to curate engaging email content that resonates deeply with the real-time needs of recipients.

For PetLab Co this looked like including content such as an individual’s pet health history or product usage timelines. Damian Grabarzyk expands, “This approach transformed the conversion rate and strengthened customer loyalty. As we look ahead, I see brands in 2025 moving beyond generic personalization to adopt strategies that make customers feel truly understood and valued.”

On the other hand, many are leaning into user-generated content (UGC) for crafting tailored experiences. Customers today are more likely to trust the opinions of peers over branded messages. UGC like customer reviews, testimonials, videos, and photos are the best form of social proof depicting real people using and benefitting from your products or services. 

We see the benefits of using both AI and UGC to get the most out of your email conversions ;). 

#2. AI tools as an addition, not a substitution

Experts at NordPass state, "AI-powered content generation tools are not here to replace email copywriters and marketers. These tools make us more efficient. The smarter the tool is, the better equipped we are to create high-performing email content that drives results." 

AI tools can support us by significantly enhancing the speed, precision, and effectiveness of your emails. For instance while traditionally A/B testing has required a lot of time to analyze small variations with AI you quickly implement and test multiple email elements and make adjustments based on real-time engagement data. There are AI algorithms that can even predict which variations are most likely to resonate with different audience segments, leading to more accurate targeting and faster optimization.

In short, AI tools are revolutionizing the way we craft and optimize our email’s deliverability. There are many different types of AI solutions so we suggest finding the right one for your needs. 

#3. Even more transparency around data

With AI continuing to rise, folks are more and more concerned about where their data is going. That’s where zero-party data collection becomes a key strategy in email marketing, allowing you to gather data directly from customers rather than relying on third-party sources. 

Zero-party data includes information that consumers willingly share, such as preferences, interests, and purchase intentions. This data is often collected through surveys, preference centers, quizzes, or interactive content and is highly valuable because it is shared explicitly, ensuring accuracy and deeper personalization without privacy concerns associated with third-party tracking.

As privacy regulations tighten, zero-party data will empower you to deliver hyper-personalized email experiences while respecting user privacy. This approach will help you build trust, as customers feel more in control of their data, and you gain insights that lead to more relevant and engaging email content.

#4. The death of static emails

With attention span getting shorter day after day, digest-format emails are expected to rise in popularity in 2025. Presenting email content in an easy-to-scan, organized, and minimalistic layout will surely help deliver the most relevant information in a fraction of the time. 

Additionally, interactive emails will allow recipients to directly engage within the email without having to visit a landing page or website. Interactive elements like product carousels, polls, and quizzes create a dynamic experience that keeps subscribers engaged, especially in visually driven industries like fashion brands

So what now? 

You’ve heard these strategies before, but now it’s time to actually put them into action. The brands that win at email marketing in 2025 won’t just be sending emails—they’ll be creating experiences. Whether it’s hyper-personalized content, AI-driven efficiency, zero-party data collection, or interactive emails that break the mold, the key is to stay ahead of the curve.

So, what’s the first strategy you’ll finally implement? Your inbox (and your audience) are waiting.

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That said, requesting reviews via email requires precise timing, personalized messaging, and lots of engagement optimizations. But don’t worry—we’ll walk you through some key steps to create email campaigns that deliver the valuable feedback you need.

Why product reviews matter

Product reviews do more than confirm that you're meeting customers’ needs. Sincere feedback drives loyalty and sales, offers valuable customer insights, and helps you develop a strategic product development roadmap.

  • Fosters customer loyalty: Requesting and listening to feedback makes your customers feel valued and heard. It demonstrates that you prioritize customer satisfaction, which helps you build stronger, long-term relationships. Review requests also act as re-engagement emails by starting new conversations with customers.
  • Increases sales: Social proof drives sales. According to a recent survey by Power Reviews, 90% of potential customers use online reviews to make purchasing decisions. In fact, reviews have more influence over purchasing decisions than product prices. Turning product reviews into customer testimonials and encouraging reviews on third-party sites can significantly boost sales.
Image sourced from powerreviews.com
  • Builds Customer 360 insights: Customer feedback delivers insights into customer needs and sentiments, enriching Customer 360. Exactly what is Customer 360? It’s a unified, 360-degree view of customer data. It empowers you to tailor products and customer experiences to meet individual needs and preferences. 
  • Drives product improvements: Sincere customer feedback reveals what target customers like/dislike about your products. It provides key insight into their value, functionality, and usability, unlocking large-scale development opportunities.

How to create an email campaign to collect product reviews

Want to unlock the power of product reviews? Let’s explore how to create email campaigns that encourage customers to share their feedback.

Segment your audience

Like promotional emails, product review requests shouldn’t be sent to every subscriber.

If subscribers haven’t had the chance to try your product, product review requests will feel irrelevant and may trigger unsubscriptions. So, only send review email requests to customers recently trying your product.

You can do this by segmenting your email list based on where customers are in the buying cycle. Target loyal customers, recent purchasers, and first-time buyers with tailored email campaigns. This ensures that you’re sending emails to customers most likely to respond with insightful feedback.

Write a compelling email subject line

According to Superoffice, 33% of people open an email based on the subject line. 

Image sourced from superoffice.com

To get the click-through rates you want, your email subject lines should be personalized, relevant, and engaging. Here are some examples:

  • Did you love [product]? Or hate it? Let us know!
  • We value your opinion — help us improve!
  • We want YOU to help us make our product better!
  • Up for a discount? Share your feedback for 10% off! 

Learn more > Tips for writing open worthy subject lines.

Optimize for customer engagement

A successful email marketing strategy relies on customer engagement. Here are some key email elements you need to encourage interactions.

  • An attractive email design: With the right layout, color scheme, typography, and images, you ensure easy readability and promote interaction. Use these engagement-boosting email design best practices to help you create a design that boosts conversion rates.
  • Gratitude and value: Thank customers for reading the email and explaining why their feedback is so important. Also, consider including a personalized Gmail email signature with your content details to build trust and encourage customers to engage with your review request. 
  • Personalized, relevant content: Personalized email content motivates engagement. Use customer data platform (CDP) data to tailor messages to individual customers. What is a CDP? It’s a centralized platform that collects and unifies customer information, building comprehensive customer profiles. 
  • Incentives: Offering a small discount can motivate customers to leave reviews, especially first-time buyers. That said, incentives can (sometimes) generate insincere reviews, so stress the importance of honesty. 
  • A strong call-to-action (CTA): Your CTA should direct readers straight to the reviews submission page. Use clear CTAs with bold buttons and typography to make it stand out.
  • Mobile responsiveness: If your emails are slow to load or don’t display correctly on mobile devices, your bounce rate will spike. Leverage solutions that offer advanced mobile optimization features — such as Beefree— to create responsive emails every single time.

Ask specific, concise questions

Complex, drawn-out questions that are too open-ended can disengage customers. So, get straight to the point with concise, direct questions. Here are some examples:

  • What did you think of [specific product feature]?
  • How often do you use our product?
  • What are your favorite/least favorite features?
  • How likely are you to recommend this product?
  • What could we do to improve our product?

Use a mixture of closed and open-ended questions to increase your chances of receiving meaningful responses.

Make it easy to respond

The easier it is for customers to leave a review, the more responses you’ll receive. So, make the process as seamless and convenient as possible. One way to do this is with survey emails.

Email surveys have high response rates. They can be completed within the email with minimal effort, which is a big plus for busy customers. And, they can generate a wealth of quantitative data and metrics that are quick to analyze, leading to faster improvements. BeeFree has an extensive collection of email survey templates to suit every need.

For longer review requests, include a CTA that directly links to the review submission page. Review forms should use simple, clear language, be optimized for mobile, and have a progress bar. 

You could even provide your telephone contact details to allow customers to leave a review via telephone. It’s the preferred communication method for 55% of Baby Boomers according to Hubspot, so it’s worth considering. 

Leverage small business telephone services from Vonage to access call center capabilities like virtual receptionists and CRM integrations, streamlining processes.

Also consider directing customers to leave reviews on popular review sites, such as Google and Amazon.

Optimize email timings

If you send product review requests too early, there’s a chance your customers won’t have tried your product yet. But if you send them too late, your customer might have forgotten their experience. 

So, when’s the best time to request reviews? 

Aim to send review requests within 7-14 days post-purchase. This gives customers a chance to try the product a few times, leading to more sincere, meaningful reviews. Plan for seasonal surges such as Black Friday and incorporate them into your schedules.

Key takeaways

Do email campaigns work for gathering valuable product reviews that drive improvements, boost trust, and increase sales and loyalty? 

Absolutely — but they need to be strategic.

To generate sincere reviews and valuable data, ensure your marketing emails are personalized, engaging, and optimized for convenience. And, use email list segmentation and marketing automation to ensure they’re sent to the right customers at the right time.

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