Copper Email Methods (Transactional vs Marketing)

We get this question aaaalot! 😅

In short, software like Mailchimp/ConvertKit/Outfunnel (and so many others) are sales/marketing software that you would use to send bulk emails to multiple contacts (e.g. newsletters, cold outreach, etc).

When sending cold sales/marketing emails, contacts can identify that the email is automated/bulk as these emails must legally have an unsubscribe button. They know they are a part of an automated campaign.

Efficient Email Automation, on the other hand, allows you to send what is called transactional emails. These are emails that you would normally send manually person-to-person (onboarding emails, status updates, follow-ups etc). These emails are sent straight from you, as if you opened up your Gmail account and sent them from there.

There is no unsubscribe button, and emails are also more likely to appear in the important section of the inbox as that's where 1-to-1 emails go.

So in summary, Communicate (Email Automation) is great if you have a process where you would constantly send the same personalized email over and over at different stages in your process to touch base with your prospects, clients, or team (internal). Marketing software is normally a must-have these days for generic outreach.

We find both necessary and therefore we use both.

Summary

Marketing Software

‍✅ Best for cold outreach
✅ Useful when you want to send hundreds of emails to your leads at the same time (e.g. newsletter)
✅ Emails legally require an unsubscribe button
✅ Contacts typically know they are part of an automated campaign  
✅ Great when you want to warm up a contact list and weed out hot leads
✅ Will help avoid your domain being blacklisted
‍

Communicate (Email Automation)

‍✅ Useful if you are sending the same personalized 1-to-1 email over and over at different stages in your process
✅ Best for following up with warm sales prospects
✅ Best for sending status updates to your clients during your onboarding process
✅ Best for sending status updates or delegating tasks internally to your team
✅ Does not require an unsubscribe button as these emails would normally come from you personally
✅ Emails are more likely to appear under the 'important' section of the inbox, as that's where 1-to-1 emails typically go

Still wondering if Communicate can help your business?‍

Here are the 3 most popular use cases across different departments:

Sales Examples

Efficient Email Automation can help if:

• You typically send a follow-up email to your prospects after sending a proposal
• You typically need to send an email to follow-up on receiving a payment before beginning work
• Your client is due to re-new and you want to send them a personalized email reminder

‍Onboarding Examples

Efficient Email Automation can help if:

• You require certain details from your clients in order to get started with a project after they've paid
• You want to send status updates to your clients about when work has started, how it's coming along, or when an order is ready for pick-up or has just been shipped
  

Internal Team Communication Examples

Efficient Email Automation can help if:

• You want to automatically inform team members when you have completed a part of the project and they need to take over
• You want to send status updates to your team about how the client is progressing

How We Use Each

​In short, we actually use Outfunnel + Efficient Email Automation almost daily for our own internal processes, all for different reasons:

• Outfunnel = cold/warm outreach + newsletters & campaigns
• Communicate = onboarding emails, status-update emails, and check-in emails.
  

Still have questions? Request pricing to learn more about Communicate (Email Automation). 💥