Custom Automations are here! Now, you can easily design and enable your own custom email and SMS automations, giving you full flexibility with your automated marketing campaigns. By pairing this new feature with Marsello’s other tools, such as RFM Segmentation and your loyalty program, you’ll be able to create the perfect email flow or SMS Campaign that stands out and sees results.

With Custom Automations, the options are endless. Automate campaigns that send to specific customer segments or trigger when a customer makes a purchase. Automated flows are perfect for requesting reviews, creating a referral email series, offering a post-purchase follow-up service or a timely cross-sell, just to name a few ideas.

Let’s check out an example of a retailer who’s seen success using Custom Automations. 

Home Goods Hardware encourages window shoppers to complete a purchase

Window Shoppers can be notoriously tricky to convert to loyal customers. This hasn’t dissuaded Home Goods Hardware, though. The beautifully branded homewares store, based out of Australia, was one of the first to create a Custom Automation and we love their ingenuity.

The campaign features just one simple email that welcomes customers within the Window Shoppers (those who’ve created an account with the store but not completed a purchase) segment and encourages them to make a purchase with a 15% off discount code. With a 49% open rate and 7.5x ROI, Home Goods Hardware are reaping the rewards of automated marketing and we love that they’re doing so by targeting smaller customer groups. There are only 512 customers within their segment and with a 4.2% conversion rate, they’re really making the most of a potentially forgotten customer group.

Read more about Home Goods Hardware’s success with Custom Automations.

To create a similar style of Welcome Newsletter to Home Goods Hardware, try customizing and enabling the “Welcome Newsletter Sign-ups” template found at the bottom of your Automations admin. This easy-to-use template is set up to target customers who’ve only just signed up (1 hour after they’ve created an account), and encourages them to make a purchase by offering a 10% discount. Customers then exit the flow when they have made an order or the flow ends. 

Let’s take a look at how you could use Custom Automations.

Integrating customized automations into your marketing

First thing’s first, the Custom Automations feature isn’t restricted to email campaigns! With the incredible open rates of SMS marketing (as much as 5x that of email marketing), they’re a powerful tool to add to your marketing campaigns. 

This isn’t to say that email marketing is anything to be sniffed at! With a drag-and-drop email builder, customizing your emails to showcase your brand and products is as easy as selecting what content you’d like to include. 

As we mentioned, Custom Automations are perfect for asking customers to leave reviews, incentivizing referrals, following up with customers after they’ve shopped, welcoming customers who’ve shopped recently, and more. Let’s break down some of these ideas

• Requesting Reviews – The ins-and-outs of requesting reviews and customer referrals are quite similar when it comes to defining an audience; you’ll want to target customers who are loyal and have shopped recently. Add a delay to your automation that targets customers 5-7 days after their purchase, giving them time to receive the product (if bought online) and use it. Make sure to be clear where you would like them to leave a review too! If you use social media most often, add your Social Icons with the email drag-and-drop builder. 

• Incentivizing Referrals – Much the same as requesting reviews, target loyal customers! Try setting up your automation to target customers who have shopped recently (last 5-7 days), and shopped more than three times. Remind them that this is an easy way to earn loyalty points and that their friend will also receive a gift too (ensure you’ve enabled your referral program within your Loyalty Program settings).

• Post-purchase Follow-ups – If you’ve got a product that needs to be replaced regularly (subscription-based beauty products would be one example), you could create an automation flow that reminds customers to refill their order after three or so months. 

• Welcoming Customers – Welcome new customers who’ve not yet made a purchase. Similar to Home Goods Hardware’s campaign, you could target customers who have signed up within the last day but not yet made a purchase, Each message within your flow could incrementally offer your customers a slightly higher discount, encouraging them to make a purchase. Alternatively, you could simply customize and enable the Welcome Newsletter Sign-ups automation which is found within the Automations tab of your Marsello admin.

Let’s delve into the actual set-up of automated flows to help you understand these ideas a little better.

Setting up your Custom Automations

You’ll find Custom Automations under the ‘Automation’ section of ‘Marketing’ within your Marsello admin. Once you’ve elected to create a Custom Automation, you’ll have a range of options that that help you set up your automation flow.

1. Name your automation. While your customers won’t see this, it will help you to find the automation within your admin and adjust or track its results.

2. Choose your trigger. Depending on what trigger you select, this will dictate how your customers enter the automation’s funnel. This essentially means that your customers must complete a specific action to receive your automation. Your trigger options include:

   • When an order is completed – When a customer makes a purchase, they will enter the funnel for your automation.

   • When a customer enters a segment – When a customer has been added to the segment because they have met the segment conditions. This is where your Custom Segments come in useful and allow you a lot of flexibility with marketing to specific customer groups.

   • When a customer signs up – When a customer has signed up via the POS, eCommerce, or an email collection features. 

3. Choose your audience. Select which Customer Segment(s) you want to target with your automated campaign. Not only can you opt to use the pre-existing RFM segments found in Marsello, but you can also create your own segments. For example, if you wanted to create a campaign to say, “thank you for your first purchase” that’s specific to just your online customers, you could create a segment that specifically excludes customers who shop in-store. The beauty of custom segments is that you can really drill down into specific sets of customers and create targeted marketing that not only sees results but really engages those customers and helps to foster their loyalty to your brand.

4. Choose your ‘exit conditions’. These are the conditions which specify when a customer will leave the flow. There are two options, which include: 

   • ‘When a customer makes an order or completes the automation flow’ – This is the default setting and ensures that the customer will leave the flow when they complete a purchase, or (if they do not complete a purchase) they will receive the entire automation flow. This condition is best used when the goal of your campaign is to incentivize customers to make another purchase.

   • ‘When a customer completes the automation flow’ – Automations with this exit condition will deliver all messages within the flow to the customers, regardless of if they make a purchase or not. This condition is best used when the goal of your campaign is to build a relationship with your customers, encourage loyalty or provide education.

The options don’t end there when it comes to customizing your Custom Automation. Let’s take a look at the finer details of setting up your automation flow.

How to customize your automated flow

As we mentioned, with Custom Automations, you aren’t just restricted to email marketing. Why not follow up an email with an SMS to really make use of those powerful open rates? Perhaps a time delay could help improve your open rates by positioning your messaging at a better time for all customers? 

For clear instructions on how to add-to and customize your automation flow, we’ve created an in-depth help article.

If you’re going to put time and effort into developing compelling email marketing (and you should!), you want to make sure you’re getting a notable return on investment (ROI). Much like setting your audiences with paid advertising, directing your email marketing to specific segments based on customer’s shopping behavior is a powerful (and some would argue essential) tool that will go a long long way to helping you retain, engage and convert your customers.

Above, you can see an example of Marsello's customer segmentation grid. This calculates customer segments for you based on an industry-renowned calculation known as RFM – organizing your customer database based on their individual purchase recency, frequency, and monetary spend. Learn more about customer segmentation here.

When you couple customer segmentation with marketing that encourages that specific group to complete a CTA, or call to action (think directive prompts such as: "use a discount code", "complete a purchase", or "leave a review"), and you ensure the email is intentionally geared towards the customer group your marketing to, you’re much more likely to get the results you’re hoping for. Read how Yuccs used customer segmentation to increase conversion rates and maximize customer engagement during BFCM.

Create eye-catching emails

“We sent a new stock alert out and saw great results. We gave our Best Customers segment ‘Early Access’ which we got some lovely feedback on in-store. And then followed it up a few days later to all our other segments. We moved over half our new stock in just a week, which we’ve never even been close to before! Now we need to get more in. Not a bad problem to have!”

How retailers are using One-off Email Campaigns:

Learn how Sigi Skin’s success helped them see a 48% increase in day-to-day revenue following a One-Off Email Campaign for Mother’s Day.

The saying “You have to spend to make money,” is quite true in the world of retail. As a store owner, you often have to invest in marketing and advertising to acquire new customers and generate revenue. The question is, exactly how much should you spend on customer acquisition to ensure that your efforts are worth it?

To answer that, you need to calculate your Customer Lifetime Value (CLV).

Sometimes referred to as Lifetime Value (LTV), this metric is the amount of revenue or profit that your business stands to generate from each customer during their lifetime. So, if your CLV is $50, then that tells you that it shouldn't cost more than $50 to acquire each new customer.

There are a number of formulas for computing CLV, and the right method will depend on your business model, customer behavior, and available data, among other things.

To help you figure out the right CLV calculation method for your business, we’ve put together some of the most common CLV methods used by eCommerce merchants. Check them out and see which one is the best fit for your business.

1. Use the simple CLV formula.

The no-frills way to compute your CLV is to subtract the cost to acquire and serve customers from the revenue that you’ve earned from them. To do this, use the formula:

LTV = Lifetime Customer Revenue – Lifetime Customer Costs

So, if you earned $200 from a customer over their lifetime and you spent $140 acquiring and serving that customer, then their lifetime value is $60.

Since CLV is often defined as the profit you’ve earned from your customers, then it technically makes sense to subtract your customer costs from your revenue. That said, this takes a very simplistic view of CLV, and it becomes problematic when you’re calculating the CLV of entire customer groups or segments.

That’s because this formula doesn’t take into account the fact that not all your customers spend the same amount at your store. Not to mention, shoppers don’t all stay active within the same time period i.e., certain customers are active for 2+ years, while others just purchase once and then become dormant.

For this reason, it’s a good idea to use more complex CLV calculations to ensure that you’re able to factor in different customer variables.

And that brings us to our next formula...

2. Determine CLV based on customer revenue distribution

Another way to calculate your customer lifetime value is to look at how revenue is distributed across your customer base. You can do this by benchmarking customer spending in your business and then grouping your customers based on those spending thresholds.

Let’s say that spending in your company typically falls into the following buckets:

• Customers who spend $25

• Customers who spend $50

• Customers who spend $75

• Customers who spend $100

The next thing you need to do is to figure out how many customers fall into each bucket. So you might list them as follows:

You’ll want to sum up the lifetime value of all your customers using the formula

(# of customers 1 x revenue) + (# of customers 2 x revenue) + (# of customers 3 x revenue) & so on

So the example above would be:

(98 x 25) + (80 x 50) + (102 x 75) + (68 x 100) = 20,900

You can divide that amount by your total number of customers to get the CLV

= 20,900 / 348 = $60.05

This is a good calculation to use especially if your basket sizes vary from one customer to the next. As The Balance explains, this CLV formula accounts for the fact that “some customers may be one-time or occasional buyers, versus the regular purchasers on the other end of the scale who have a higher LTV and generate the most profits.”

3. Multiply customer value by average customer lifespan

This CLV calculation is the one recommend by Shopify. What’s great about it is that it factors in a number of variables, including average order values, purchase frequency, and customer lifespan.

This method uses the formula:

Customer Value x Average Customer Lifespan = Customer Lifetime Value

Let’s break down what each of these components means.

To determine Customer Value, multiply your Average Order Value (AOV) by Purchase Frequency. You can find your AOV by dividing your Total Sales by the Number of Orders.

Meanwhile, to determine Purchase Frequency, divide the Number of Orders you have gotten over a certain time period (say 1 year) by the Number of Customers you have within that same time period.

Once you know your AOV and Purchase Frequency, multiply those figures and you’ll get your Customer Value.

Next, let’s talk about the Average Customer Lifespan. This figure pertains to the length of time that a customer is active. You may need to examine your purchase history to figure this out, though some experts say that 1-3 years is a good estimate.

Once you’ve determined your Average Customer Lifespan, you can go back to the formula above, Customer Value x Average Customer Lifespan to find your CLV.

Total sales + No. of orders = Average Order Value

No. of orders (1 year) + No. of customers (1 year) = Purchase Frequency

Average order value x Purchase frequency = Customer Value

4. Multiply lifetime value by profit margin

Another way to approach CLV is by multiplying Lifetime Value by Profit Margin. According to Clever Tap, this method takes your expenses into consideration so you're able to figure out the net value that you get from each customer.

Lifetime value x Profit margin = Customer Lifetime Value

The formula for this method is: Lifetime Value x Profit Margin, wherein Lifetime Value is Average Order Value multiplied by the Number of Transactions, which is then multiplied by Average Customer Lifespan.

Average order value x Number of transactions x
Average customer lifespan = Lifetime Value 

Lifetime value x Profit margin = Customer Lifetime Value

But before you consider how you can approach the ideas from previous years, check out the following tips picked to help you prepare for the impending Cyber Week madness.

A Holiday Marketing Plan to Showcase Your Brand

A 2015 study by the National Retail Federation suggested that effective marketing of your brand before and during Cyber Week can increase sales by up to a shocking 30%, this even increases to 40% in some industries (such as jewelry). Use this knowledge to your advantage! Even if you’re behind on your email marketing, you could try to find a moment to create a series of email flows that offer exclusive discounts and deals for your store during the Cyber Week chaos.

This is a great time to mention that Marsello's email templates library is a great place to find ready-made templates that will allow you to easily design and send emails even in a time-crunch. 

Just to be thorough, here’s an example of a manually created email flow which could be the the push you need to see holiday success and marketing ROI.

Let’s break these down:

Email 1:

• • Campaign Launch! Announce your enticing Cyber-focused deal/sale and give a clear call to action to your customers to shop with you – an idea for a first email is a gift-guide or staff-picks announcement.

  • Include some branded, appropriate and fun graphics to make your email instantly recognizable as a Cyber Week related email which is also linked to your brand.

  • Add another call to action at the bottom which suggests the customer checks out more products or visits you in-store at a list of your brick-and-mortar locations.

Extra note: you could segment this email flow so that those who are making a first-time purchase are offered a similar email immediately after their purchase, but their email includes a coupon code valid only for cyber-week, incentivizing them to shop again with you in the near future.

Email 2:

• • Your call to action needs to remind your customers that your sale or deal is ending soon and convince them to shop before it ends. A simple ‘Our sale is ending soon/ on [date/day of the week]. ORDER NOW!’ is a tried and true CTA.

  • Your cyber-week visuals for this should be fresh and attention-grabbing, reminding your customers that you’re creative and current.

  • Include your shipping costs or terms so that your customers are reassured about their shopping experience with you.

  Email 3:

  • Your sale ends today, tomorrow, or in [X] hours. With an imminent end, remind your customers that this is the last day to shop and they shouldn’t miss out.

  • Graphics and images could be changed to include themed gift-guide ideas or suggestions from popular purchases throughout the week.

  • Marsello offers an email flow option which shows the customer similar items to those that they’ve previously purchased. Including smart AI that personalizes the email will help your customers to feel as though your items meet their needs.

• Email 4:

  • Thank those of your customers that made a purchase during Cyber week for shopping with you. Or you could send everyone a reminder of the next holiday in your calendar or that it’s simply coming up to the festive season and now is the perfect time for them to get on top of their shopping.

  • You can always add themed graphics which say thank you but why not show off some of the top-sellers from the week if you haven’t used this already.

  • If there are any delays in shipping or updates, make sure to let your customers know why this is the case.

Get Creative & Be Consistent

We’ve compiled a shortlist of these 5 ways that you can make the most out of your marketing and see results from just a few quick changes:

1: Add themes and graphics to your website and social media marketing.

Whether this is just updating your website’s banner with a cute graphic that includes some of your products, or a fully adapted homepage/landing page, the end-game is to narrow your customers’ focus onto the products you’re hoping they will buy. Some stores even use a product countdown or time-until-sale-ends timer so that customers feel the pressure to shop and avoid missing your store’s deals.

Australian pet-product store, Peticular, is a seasoned pro at seasonal and festive marketing. Check out the way they’ve used social media to advertise their Halloween-specific items by including this adorable photo of a bandana-wearing pooch. They are also quick to update their store and email marketing with similar graphics which show off their brand but also their products.

We love that they’ve cleverly included the item’s price, clearly displayed with the additions of a ‘products shown’ button below the image. Peticular have also gone the extra mile and included a link in the description to even more bandana designs. They do a great job of using their marketing to show off their in-season and cutest items. We recommend keeping an eye on them for inspiration.

One key part of your holiday marketing to remember is making sure that your images are optimized and meet the needs of your customers. Think of all those stores with beautifully branded festive images and how much more inclined you are to buy from them. 

2: What deals can you offer in terms of shipping?

Maybe free shipping isn’t an option, but what if customers are spending over $100? In a survey conducted by BigCommerce, 80% of Americans cited shipping costs and speed of shipping as a major factor in determining where they shop, with 66% deciding not to buy entirely because of shipping costs. Even a small token to show that you understand this could be the difference between a sale or not.

While you may not be able to offer free shipping, no matter the amount of a customer's purchase, perhaps you could offer it to local buyers and specific locations, or perhaps you simply offer fast-tracked shipping with a tracking code. What about free returns? Giving your customers a sense of security over their online purchases will make them feel even more justified in their choice to shop with you.

Consider creating a seamless shipment and tracking system so that your customers feel your support, even at the busiest times of the year. One example of this as a store ad-on is Aftership. Basically, you’re giving the power back to your customer to follow where their item is at, and when to expect it. Cut yourself out at a middleman and forget the days of chasing couriers.

3: Be clear about what your deal or sale terms are.

Your customers are less likely to buy from your competitors if they feel the sense of urgency that the impending end of a sale brings, particularly if they’ve shopped with you before and trust you to look after them at such a busy time of year.

While we’re talking sale ends, don’t be afraid of extending that sale as well. Sometimes giving people an extra dale to check your deals out is the extra push they need to make a purchase. There’s a lot of demand in the days that follow on from holidays – give your customers a little push and remind them why your products are worth the extra purchase.

Giving a clear explanation of your timeline shows that you’re only doing this deal for a limited time, even if it’s a little beyond that of other store’s sales, says to your customers perhaps this is the best time for your customers to hunt down that item they’ve wanted for so long or to tick another item off their gift-list.

It’s worth a quick mention that a flash sale or one-day deal isn’t outdated. With the rise of websites that offer a deal for just one day, there’s room to compete, just remember to keep it on theme. Cyber week means that it’s cyber exclusive so this is a great time to out some select items on sale and advertise them through your emails and social media with that theme present. BigCommerce agrees – it’s the prime time “to capture the target market’s attention and up-sell your other products.”

4: Speaking of gift lists, why not spice up your blog as a form of gift guide?

Gift guides were the go-to marketing form of 2017 and for good reason – they work! They’re a simple way to show off your most appealing, beautiful or theme-appropriate products and to funnel your customers to your site. They also boost customer confidence, which leads the way for customer loyalty.

A shopping guide says to your customers, “I understand what you need, why you’re here and how I can make your life easiest for you.” It’s a low-key ‘look no-more’ that your customers will find easy to navigate, so the more inviting you make your gift guide, the more successful it’s likely to be. Besides, this is one of those cases where everyone is doing it, and you should too but because of that, you need to stand out.

Check out this example from Anthropologie who have a whole landing page dedicated to ‘gifts’ that sits in their navigation. Their products are all beautifully displayed in a similar style with clean lighting, pastel backgrounds, and essential details.

Gift guides don’t need to be restricted to just your website, they make an effective email flow with a clear call to action that says ‘Shop now and score great deals on these products, and more!’. Great Lakes Northern Outfitters, a Minneapolis-based men's apparel store, did a great job of this last year. The following email shows a careful selection of their favorite items. They followed these up with links directly to the items which corresponded to the numbered item from the photo.

5: Create and promote a loyalty points system.

Offering your frequent shoppers and brand-lovers an incentive to shop in the form of holiday season loyalty points is a simple way of winning customers back and developing customer loyalty. If you’re running a loyalty program (if not, check out Marsello’s easy-to-use loyalty program), you’ve already got access to a golden egg in the form of loyalty. If you haven’t tapped into this yet, make it a priority. As BigCommerce point out, customer loyalty is a multi-faceted focus point with long-game benefits.

Customers love to feel special, so let them feel appreciated and looked after in the form of exclusive deals but look beyond the short few months of the holiday season. Use this busy time to direct your customers to your loyalty program, incentivize them to join with exclusive deals or a limited time points bonus for first-time buyers who sign up.

It can be tricky to know what deals or offers will best benefit your store in particular. Marsello has you covered here too! Marsello includes smart suggestions to recommend the optimal reward settings for your particular store, offering your customers the ideal rewards.

Our top tip? Make sure that you can keep up with that marketing from now until the end of your promotional period.

Automation is the best way to do this – take some of the pressure off yourself by scheduling as much of your marketing as you can. Clearly branded email campaigns with simple, enticing call-to-actions, scheduled SMS campaigns, boosted campaigns, loyalty points promotions are all ways that you can ramp up your marketing... and, let's be real here, a little planning before the madness begins can go a long way to easing the stress of a busy holiday period.

Just remember the key is to show off your brand in a stand-out, flattering and appealing way. Offer deals where possible, and give your customers incentive to remain loyal throughout the rest of the holiday season.

And if you haven’t gotten a head-start on your holiday marketing yet, get started with a deep-dive into campaigns and the templates library.

What you can do

Once you figure out the major reasons customers are abandoning your checkout, focus on plugging these leaks first.

1. Cut unexpected costs where you can

Sometimes adding costs to orders is out of necessity, like taxes, shipping, and fees. Ask yourself, are your added costs fair? Are they expected? And, are they explained? If you can’t cut added costs, make sure it’s clear what these added fees are paying for. Consider offering free shipping on orders over a certain amount. As Invesp reported, “93% of online buyers are encouraged to buy more products if free shipping options are available whereas 58% of consumers add more items to cart to qualify for free shipping.”

2. Allow guests to purchase

Some shoppers just want to make a quick purchase. They don’t have the time to create an account. Allow shoppers to check out as guests.

3. Optimize your checkout process

One in four shoppers abandons their shopping carts due to a “too long/complicated checkout process”. Optimize your checkout process by cutting down the number of steps or required fields. Consider testing to see if single-page or multi-page checkouts work for you. Some studies have shown single pages to be more effective and some retailers see better results from multi-page. It’s a good idea to see what works for you. If you’re going to use multi-page checkout, including a progress bar to show the customer how they are progressing can help nudge them through. One upside of opting for multi-page, is you capture the customer's email early on the first page, allowing you to follow up later with an abandoned cart email if they do abandon it.

4. Build trust

From website errors, not enough information on returns and guarantees, to unusual payment methods, shopper trust can be lost pretty quickly when it comes to them feeling in the mood to hand over their credit card details.

• Make sure your eCommerce site is with a trusted provider, like Shopify, Lightspeed or BigCommerce to help ensure it’s not likely to error or crash.

• Offer different payment methods and use trusted payment gateways, like PayPal.

• Use security logos. In a test published by Get Elastic, an online retailer found that by placing a security badge on their site, sales increased 4-6%. Yet other studies show a decrease when using these logos. So it’s important to test the placement and style.

• Display total price upfront, before the customer is required to enter their payment details.

• Offer guarantees and refunds. By having a clear and practical guarantee and refund policy, you’re adding peace of mind to the shopper’s experience.

Of course, even with all these improvements, some shoppers will still abandon. Not to worry, here’s where abandoned cart recovery emails come in.

5. Recovering abandoned carts

When shoppers start the checkout process and add their email address, but stop before completing the sale, they aren’t a lost sale yet. You can still win them back with an automated abandoned cart email app.

Using Marsello, you can design a series of two great-looking follow-up emails that automatically pull in the products that were in the customer’s cart, reminding them of what they left behind. Once you’ve customized the design, you can set the times you want the emails to automatically send.

Tips for a successful email:

• Include product images of the item/s they selected.

• Include a strong call-to-action button that takes them back to their cart to complete their purchase.

• Make it your own with your branding and messaging, but keep it short.

• Send the first email out within 24 hours, and the second within a few days.

• Try adding a discount coupon code on the second email to entice them to complete their purchase.