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How We Automated Email Marketing, Webinars, and Statistics for an Investment Service

How to sell services, respond to your clients, communicate with potential buyers, collect feedback and at the same time only minimally involve manual labor of employees? Our answer is automation of all processes. 

Our client and the project objectives

 

BeatMarket is an analytical service for investors. The company teaches beginners how to invest effectively, but the platform is also used by experienced investors:

 

 

The target audience of the BeatMarket service c level executive list is individuals (B2C sector), with whom the company communicates in Russian and English.

 

At the start of the collaboration, the company had its own base of 10 thousand subscribers, and it did some mailings on its own. 

 

We were given the following tasks:

 

  • Find weak points in email marketing, eliminate them, launch mass mailings. 
  • Update existing trigger emails and set up sending new ones (for example, notifications about upcoming webinars, messages after purchasing a subscription to a service). 
  • Set up auto webinars on the Bizon 365 platform.

 

1. Technical audit

We analyzed the current state of the client’s mailings here are some examples of segmentation: and domain in order to improve and optimize the email marketing channel. Based on the audit, we developed a number of recommendations and implemented them:

 

 A fragment of the document with an audit of the email marketing channel for BeatMarket

 

 

2. Evaluation of the client’s current strategy


We analyzed the mailings that the client managed independently, assessed the content of the letters . We gave recommendations on how to improve the text, banners, wording of offers, and visuals.

An excerpt from a document with recommendations for improving your email marketing strategy

 

3. Reactivation of subscribers

To return to the platform those who have not opened BeatMarket letters for a long time, we launched reactivation chains of three letters:

BeatMarket Reactivation Email Chain

 

 

In the first reactivation letter, we tell you more about all the advantages of the platform. In the second we give you a month of free access to the service. 

 

If the subscriber has not opened the first two letters, he receives the third one. In it, we offer to subscribe to Telegram. Perhaps, it is easier for him to follow BeatMarket news in the messenger .

Email Marketing Automation

1. Communication map of all mailings


Handbox specialists wrote the texts, developed b2b phone list the design, laid out the letters and made the necessary technical settings in the mailing service. Here are fragments of the second and third letters of the series:

3. Other email chains

 

In the process of interacting with the audience, BeatMarket has different customer segments: someone did not renew their subscription, did not create an investment portfolio or did not pay for the service. For each segment, we have developed a corresponding series of letters. For example:

 

4. Transactional letter

 

If a subscriber is interested in the services of the BeatMarket service, he selects a tariff and pays for a subscription to the platform. After successful payment, the client receives the following letter:

 

5. Auto webinars and chains to them

 

Our client has training recordings of online broadcasts. We set up the Bizon 365 auto-webinar service for BeatMarket , and also developed a chain of reminder letters about upcoming meetings and letters that come after the event.

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