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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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We’ve all been there: You craft the perfect email, hit “send”, and just as you settle into the satisfaction of a job well done, someone slacks you: “Hey, something doesn’t look right with that campaign.” 

If this sounds familiar, you should know that you’re not alone: According to the 2025 Really Good Email Survey “90% of email marketers say they have a history of noticing mistakes in their emails after they’ve hit the send button.

This becomes especially common when your team constantly juggles multiple campaigns or makes edits until the last minute. Sadly, even the smallest mistakes don’t just slip through the cracks; they cost you.

Luckily for us all, mistakes can be avoided. And no, not by lighting a Pre-Send Protection Candles™ and hoping for the best. But rather by equipping your team with the right tools that work with your team – not slow them down. Let’s talk about it!

Building your team’s safety net for mistake-free emails with Beefree 

When everyone involved in the email creation process is aligned and supported by smart systems, executing mistake-free emails becomes second nature. Instead of scrambling to do damage control, you’ll want to set up the tools and processes that help your team focus on what they do best: creating emails that connect, convert, and confidently represent the brand.

In this article, we’ll discuss how you can use Beefree to: 

  • Reduce human errors 
  • Implement systems of checks and balances 
  • Establish guardrails & frameworks for on-brand email design

1. Catch mistakes before they happen with Smart Check

Missing links that lead nowhere? Forgotten subject lines? HTML emails that get clipped in Gmail? It’s easy to make little mistakes that derail your campaign’s performance. 

Learn more about Smart Check → 

Beefree’s Smart Check automatically checks your designs and alerts you of any red flags so you can fix them before they cost you opens, clicks, or conversions. Think of Smart Check as your built-in QA partner who will catch:

  • Missing links
  • Heavy images that could slow down email load times
  • Missing subjects & preheaders that impact engagement
  • Missing alt text on images that hurt your email’s accessibility
  • Large HTML files that might affect deliverability (or get clipped in Gmail)

2. Keep every email on-brand with built-in guardrails 

Most of us don’t nail the perfect campaign on the first try. Great emails are a team effort. However, when multiple teams are involved in the email creation process, branding can quickly go off the rails. 

A misused font, clashing colors, or buttons that are too small to click don’t just make emails look disjointed—they can damage your brand’s credibility.

With Beefree’s Advanced Style Kit, you can set clear, predefined guidelines for fonts, colors, spacing, and more—so every design starts on the right foot. Once configured, all new emails automatically inherit your brand styles, reducing the need for constant oversight and minimizing errors.

Advanced user permissions let you lock down specific design elements, giving you full control over what can (and can’t) be edited. That means anyone on your team—regardless of design expertise—can confidently create emails that look and feel like your brand.

3. Empower your team to create with confidence with reusable content

When your team isn’t bogged down by the cumbersome process of creating content from scratch (or fear of going off-brand), they can move faster—and with far more confidence.

With Saved and Synced Rows, you can provide your team with pre-approved content blocks—like headers, footers, and other commonly used design elements—that they can use in their designs without creating them from scratch. That ensures design consistency, eliminates redundant work, and makes email creation a lot faster.

Learn more about Saved Rows → 

4. Ensure your team is aligned with centralized reviews and approvals:

Creating the perfect email often takes a team of designers, copywriters, marketers, and other team members working together. But when multiple people are involved, endless back-and-forth and feedback scattered across multiple conversations and channels can slow things down, lead to miscommunication, and ultimately cause mistakes. 

With Beefree’s built-in commenting, your team can collaborate and share feedback where the work is actually happening—right inside the builder. And if you’d like to involve external reviewers into the review process, you can do that as well. 

Learn more about commenting → 

Plus, with Beefree’s built-in Approval flow, you can ensure your designs are reviewed and approved by the right stakeholders. Stay aligned with real-time notifications on design changes, lock edits on approved content, and get a clear view of project status for smoother team collaboration and high-quality results.

Learn more about Approvals →

5. Need an additional pair of eyes? Use the power of AI to support your team

Take some weight off your team's shoulders and use AI to support them in the final stretch. Whether it’s catching typos, flagging inconsistencies, or suggesting optimization, AI can be a saving grace when deadlines are creeping in.

For those times when you can’t remember the difference between “there, their, and they’re,  Beefree’s  AI Writing Assistant is there to help. This eager-to-learn helper can  review your copy for grammatical errors, tone of voice, and even share suggestions for making it just a bit more compelling. Our AI Writing Assistant can also seamlessly translate content or automatically generate ALT text for images to enhance the accessibility of your emails. 

Learn more about AI-powered content creation in Beefree →

The tangible cost of email mistakes

Mistakes don’t just impact performance; they slowly erode credibility. What starts as a small oversight can be a massive inconvenience for your readers, sending them straight to the unsubscribe button. As for your team, mistakes chip away at their confidence. Instead of brainstorming for the next campaign, they’re scrambling trying to figure out how to do damage control.   

When done right, email is a powerful tool for connecting with your audience. But a single mistake can unravel that connection and undermine trust.

  • A missing or broken links can interrupt your subscribers’ journey to conversion, negatively impacting campaign performance.
  • A missing subject lines means your emails won't stand out in the inbox, hurting your open rate
  • An awkward typo might signal a lack of attention to detail
  • An off-brand design can make your brand look disorganized
  • An email that gets clipped in Gmail because it’s too big means some subscribers might never see the full email content.

Design error-free emails and send with confidence with Beefree 

Beefree helps teams of all sizes create polished, on-brand emails—without the risk of costly errors. With built-in safeguards, streamlined approval flows, and collaboration tools that keep everyone aligned, Beefree acts as your team’s system of checks and balances. From first draft to final sign-off, you’ll have everything you need to send with confidence, build trust, and get results.

Try Beefree's Business for free for 15 days and get access to all of Beefree’s tools that help you catch mistakes, streamline collaboration, and send with confidence every time. Or schedule a call with one of our experts to discover everything Beefree can support your team.

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Marketo Engage is a powerful tool for marketing automation, but when it comes to email design flexibility, many users find its built-in editor limiting. Creating visually compelling, mobile-responsive emails often requires custom coding or workarounds, slowing down workflow and making it harder to execute high-quality campaigns efficiently.

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Frequently asked questions on using Beefree with Marketo Engage

Can I use Beefree with other ESPs besides Marketo Engage?

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For a full list of our native integrations visit [https://beefree.io/integrations].

Are there any limitations when exporting Beefree emails to Marketo?

Yes, there are a few important limitations to be aware of:

  • Charset emojis are not supported in Marketo. Including emojis in your email content may result in an error. To prevent this, Beefree automatically replaces unsupported emojis with a placeholder. For more details, refer to the [Marketo documentation on emoji support].

Preheader text is not a native field in Marketo. However, Beefree includes it by embedding the preheader directly in the email's HTML code during export.

Additional resources and links

Why you should use Beefree with Marketo Engage

By integrating Beefree with Marketo Engage, marketing teams gain a faster, more flexible way to build high-converting, on-brand email campaigns—while leveraging Marketo’s powerful automation and analytics to track performance and optimize results.

  • Design responsive, professional emails with ease.
  • Maintain brand consistency across every message.
  • Collaborate efficiently and gain insights to improve campaign performance.

Ready to elevate your Marketo email marketing? Try Beefree today and streamline your entire email creation process.

Start your 15-day free Business trial today!

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