Ditch generic touchpoints and use the power of personalization with an automated email follow up that creates truly meaningful touchpoints after form submissions.
Key Takeaways:
- “Just checking in” is officially outdated. Instead, personalize your follow-up emails with the recipient’s name, reference past interactions, and add relevant context to build rapport and stand out in a cluttered inbox.
- Boost engagement by offering value; like sending personalized gift links or branded landing pages through Giftsenda. A meme-worthy llama or a coffee voucher can make your message memorable and appreciated.
- Leverage automation tools, like Albato, for an impactful, automated email follow-up, across sales, HR, and customer success. Trigger personalized gift campaigns based on form submissions or interactions, and automatically update your CRM and notify your team.
You’ve just sent the perfectly crafted email. And it’s now been 3 days and you’re contemplating the perfect follow. If your mind goes straight to “just following up” – don’t. It’s time to ditch the generic follow-up email for personalized, automated touchpoints.
Why, you ask? It’s because “Just checking in” is the beige cardigan of email intros – and you’re more colorful than that! And an automated email follow up makes the right impact with just the splash of color you need.
If you’re still sending the same templated nudge that sounds like it was faxed in from the 2000’s, you’re not just being ignored; you’re being ghosted by someone who never even met you. So, it’s time to ditch the bland reminders and follow up with flair, context, and maybe even a meme (because who doesn’t want a llama in sunglasses reminding them to book a demo?)
Insight into Crafting an Impactful, Automated Email Follow up:
When it comes to crafting effective follow-ups, there are clear best practices and common pitfalls to avoid. Let’s explore the most important missteps to steer clear of, and what to do instead to boost your chances of a meaningful response. We’ll also take a look at how to automate sales follow up with ai, as well as examples of automated workflows for HR and customer success teams.
Avoid using generic emails without recipient names
A generic follow-up email often fails because it lacks personalization, such as using the recipient’s name or referencing their specific interest or action. This makes the message feel automated and impersonal, reducing trust and engagement. Without relevance, prospects are likely to ignore or delete the message entirely.
Personalize the follow-up with recipient names
Personalizing a follow-up with the recipient’s name and relevant details shows you’ve paid attention, making the communication feel more thoughtful and genuine. It helps build rapport and establishes trust, which increases the likelihood of a positive response. Personalization also stands out in a crowded inbox, making your message more memorable.
Boost this strategy: an email gift invite is a perfect way to boost engagement. With these you can customize an email with a thoughtful message, and send a gift selection from which their favorite item can be redeemed via a personalized, branded landing page.
Avoid generic phrases in your follow-up
Follow-ups with generic phrases like “Just checking in” or “I just wanted to follow up” are often seen as vague and lack clear purpose. These phrases fail to offer value or context, making them easily ignored. Without a clear reason for reaching out, recipients are less likely to engage or respond.
Build on previous conversations when following up
Follow-ups that build on previous conversations demonstrate attentiveness by referencing past interactions, showing you remember the recipient’s specific needs. Personalizing your message based on their previous responses helps create a sense of continuity and trust. This thoughtful approach not only increases engagement but also positions you as a reliable partner who values their time and priorities.
Avoid overly-wordy or inconcise follow ups
Follow-ups that are unclear or overly wordy waste the recipient’s time and make it harder for them to understand the message or take action. Lack of focus can lead to confusion, diminishing the message’s effectiveness. In a world of constant communication, brevity and clarity are essential for keeping the recipient engaged and informed.
Offer value in your follow-up
Offering value through a thoughtful gift in a follow-up shows genuine appreciation and creates a positive emotional connection. This gesture not only sets you apart from generic messages but also encourages further engagement by making the recipient feel valued. A well-timed, personalized gift can strengthen relationships and enhance your brand’s perceived value.
Boost this strategy: you can offer value by sending a shareable giveaway link as a gesture of gratitude in your follow-up. These links direct the recipient to a gift collection, from which they can choose a pre-curated item selected by you. They are address-free and can be shared via your preferred messaging platform.
Use Albato + Giftsenda for the Perfect Follow-Up
An automated email follow up with Albato and Giftsenda allows businesses to deliver timely, personalized gifts immediately after form submissions. In sales, an automated lead follow-up can improve response rates by adding value early in the relationship. For customer success teams, it reinforces engagement and shows appreciation after key interactions, like surveys or onboarding. And for HR, it simplifies employee recognition by automatically sending welcome or milestone gifts, enhancing the employee experience. Take a look at some personalized, automated workflows that work wonders:
Sales Workflow: Demo Request
When a user submits a form (e.g., a demo request), leverage an automated lead follow-up system, send a personalized gift via Giftsenda and notify the team.
Trigger – Form Submission
- Albato connects with your lead form tool (e.g., Leadform, Typeform, Google Forms etc.)
- The submission is reviewed automatically
Filter – Qualify the Lead (Optional)
- Condition: For example, send a gift only if:
- Company size = “50+ employees”
- Lead source = “LinkedIn”
- If the lead qualifies, Albato sends the lead’s contact information and context (name, email, form details) to Giftsenda.
Action – Send Gift via Giftsenda
- Create a gift campaign and send a shareable giveaway link, such as a coffee voucher
- Optional message: “Thanks for booking a demo! We’re excited to connect. Enjoy a coffee on us while you wait ☕”
Update CRM & Notify Sales
- Albato updates the CRM (e.g., Pipedrive, Hubspot, Salesforce etc.) that a gift was sent.
- It also notifies the assigned contacts rep via Slack, Telegram or email, so they can follow up at the right time.
HR Workflow: Employee Recognition
When peers or managers nominate colleagues for monthly awards or shout-outs, which can be tied to automated gifts, and notify HR or team leads.
Trigger – Form Submission
- Albato connects with your lead form tool (e.g., Leadform, Typeform, Google Forms etc.)
- The submission is reviewed automatically
Filter – Qualify the Recognition (Optional)
- Recognition type = “Outstanding Performance”
- Employee is full-time
- If the employee qualifies, Albato sends the lead’s contact information and context (name, email, form details) to Giftsenda.
Action – Send Gift via Giftsenda
- Create a gift campaign and send an email gift invite with a personalized message
- Optional message: “Congratulations on your outstanding performance, [Employee Name]! You’ve been recognized for your hard work. Enjoy this token of appreciation from the team!”
Update HRM & Notify Team Leads/ HR
- Albato updates the HRM (e.g., BambooHR, Zoho People etc.) that a gift was sent.
- It also notifies the assigned contacts rep via Slack, Telegram or email, so they can follow up at the right time.
Customer Success Workflow: Customer Engagement
When a customer submits a form (e.g., feedback, survey, or support request), automatically send a personalized gift and update the CRM to maintain strong engagement.
Trigger – Form Submission
- Albato connects with your lead form tool (e.g., Leadform, Typeform, Google Forms etc.)
- The submission is reviewed automatically
Filter – Qualify the Customer (Optional)
- Condition: Ensure the submission meets specific criteria for positive engagement (e.g., rating > 4/5 or mentions positive feedback)
- Albato Step: Use Albato filters to check if the response is positive, such as a customer satisfaction rating or completed support case.
Action – Send Gift via Giftsenda
- Create a gift campaign and send a gift card
- Message: “Thank you for your valuable feedback! We appreciate your time and are glad to have you as a customer. Enjoy this small token of appreciation.”
Update CRM & Notify Customer Success Team
- Albato updates the CRM (e.g., Hubspot, Salesforce, Pipeline etc.) that a gift was sent.
- It also notifies the assigned contacts rep via Slack, Telegram or email, so they can follow up at the right time.
Turn Every Touchpoint into Gift-Worthy Moments… with Albato + Giftsenda
If you’re done with the generic gestures, integrate Giftsenda with Albato today and start sending a personalized, automated email follow up and gifts that turn every interaction into a lasting impression. Integrate all your existing systems through Albato. It’s free with your Giftsenda Pro account!
