This article was written by Bethel Nathan, Owner & Business Coach/Speaker at Elevate by Bethel.
For many of us in the wedding industry, emails are the number one way we communicate with our couples. A couple’s experience with you and your business often starts with an email response to their inquiry, ends with a thank you after the wedding, and includes many, many (many!) emails in between. Therefore, when you are determining the quality and quantity of your communications with couples, you clearly need to put a lot of focus on the quantity and quality of your emails.
As I’ve built my business (to over 850 weddings now, ranging between 75-150 most years), I realized that for the level of service I wanted to provide, and with the volume of couples I needed to work with in order to earn the living I want, I didn’t have the time to write every single email from “scratch.” However, automated emails wouldn’t be personal enough either. This made creating a large number of templated emails the perfect solution for me. And, although the initial creation of templated emails can take some time, it is well worth it if you plan to be in business for a long time.
“Automated” vs. “templates”
Are we all on the same page on terminology? When I talk about templated emails, many people think I am referring to automated emails… emails you set up once in your system, and then the system sends them out automatically based on a date or system event (such as two weeks pre-wedding or as soon as a questionnaire is received). That’s not what I’m talking about here. Automated emails do have their purpose, but since the only personalization that can happen in an automated email is if you include merge fields within the email (like contact name or wedding date), they won’t work for any scenario in which you want the option to personalize for that couple. Therefore, the only automated emails in my entire customer journey are for invoice reminders and receipts. That is it.
On the opposite end of the spectrum, you could write every single email from scratch every single time, but, based on how many emails you probably send, that could be very time-consuming. And, when you think of your process and customer journey, is every single email you send to inquiring or booked couples really 100% different based on that couple or wedding? I highly doubt that it is.
Which leads us to templated emails, an email that you send quite often, and one in which a large percentage, if not all, of the email message applies to everyone you send it to. However, unlike an automated email, a templated email is always sent manually and intentionally, which allows it to be personalized each time you send it.
For example, my ceremony creation process includes two assignments for the couple, and the email for the second assignment includes a set of instructions and guidance that is lengthy. However, while most, if not all, of the instructions in there apply to many of my couples, not all of it does. This was the perfect scenario for a templated email. This template includes all the possible instructions and details, and then, before I send it to a specific couple, I can review it and add or remove pieces, personalizing it as needed and wanted for that specific couple. I reply personally to all emails from my couples – so I’m not saying to not be really personal as fits you – but almost every email initiated from me during my process and my customer experience comes from a template.
4 reasons email templates are great:
Thus, templated emails are a wonderful option in a business that is so email-heavy yet requires a level of personal service, or perceived personal service. Here are some great reasons for using templated emails:
Saves time and money
Even if it is a short email by having it pre-written you reduce the time required to send it vs. creating that email from scratch, which can help you significantly reduce the communication hours you spend per couple. This allows you to create a communication plan that has a higher customer service ROI as you put small amounts of personalization into the more “mundane” but needed emails and larger amounts of personalization and focus on the more important pieces and methods of communication or your process (e.g. an in-person meeting or even the things they are actually hiring you for!).
Personalization is still easy
Although I could probably figure out how to edit some of my templated emails so that they could be automated, based on my ideal couples and the level of service I want to provide them, I always want to have the ability to personalize any particular email I send and to choose when it goes out for that particular couple. For example, if I remember that there was a certain reading that the couple mentioned loving during our initial meeting, I want to let them know that I remembered, and I want to include the reading in options I send them or mention which document it is in. Or, if they told me that they were both close to their families, I want to draw their attention to the family blessing ideas. Couples want to feel like they have been heard, and this allows you to show them that, while not sacrificing your time (and sanity) to do so. Even when responding to a new inquiry, where you might think that you have certain information you are giving every inquiry, I use the chance to personalize it, based on their venue, how they found me, anything they mentioned, etc. – just so that even their first experience with me feels personal, rather than an automated email missing that chance.
Allows for consistency
By templating your emails, you make sure that the message you want to get across and/or the questions you want to get answers to are consistent from couple to couple. This creates a smoother and easier process for you and for your couples.
Have you ever hit send and then you realized you forgot a piece of information or a question, and yet this is something you send regularly? By including everything you are likely to need in your email template and then taking things out that aren’t necessary for that specific couple, you significantly reduce the chances you will forget to include something. Although it doesn’t seem like a big deal to just send the couple a follow-up, each follow-up you send costs time and can affect the couple’s perception of your business and your level of professionalism.
Reduces spelling and grammar errors
Since you aren’t creating that email right then and maybe rushing to get it out, when mistakes are more likely to happen, using templated emails lets you take the time to review them (and maybe someone else review them if spelling and grammar aren’t your strongest suit) and be sure that all is appropriately said. This gives a better impression to those receiving the emails.
How and when to create templates
What’s next? If you aren’t yet using templated emails, or you are only using a few of them, the first step is to look at every email you sent to 10 of the most recent couples you worked with and determine which of those emails are the ones you sent to most, if not all, of your couples. Is the messaging within the email similar – are you giving them the same information and/or asking them the same questions?
For each yes, you want to create a template. To create a template for emails you have already been sending, copy in the text from a recent email and build or edit from there. If doing this makes you realize that there are others that you should create and have, being even more proactive in your communications with your couples, remember that you want the template to include pretty much everything you would say if you were saying everything. I can tell you from great experience, it is easier and less time-consuming to remove something from the email that doesn’t apply than to remember to add something in.
Then, if you have a business management system that allows for templated emails to be created and uploaded, as I do, use the system. If you don’t have a business management system (let’s chat about that another time!), or your system doesn’t allow for templated emails, you can create them in Word or Evernote, or some other document system, keeping them handy, and use old-school cut-and-paste each time you need to send it out.
For each business, the number of automated vs. templated vs. personal emails will differ, as it should. Your ideal clients, your desired customer experience, your price point, your volume of weddings, and many other things factor into your communication plan (check out my article last month on that, if you missed it). I just don’t want you to dismiss templated emails outright because they require too much work up-front or they don’t seem personal enough. When set up and used properly, templated emails will save you time while actually improving the couple’s experience with your business… a win/win if there ever was one.
Bethel Nathan is a San Diego based wedding officiant, business coach, and industry speaker. Combining her years of corporate and small business experience with a love for marrying awesome couples, Bethel built Ceremonies by Bethel, a successful and award-winning Officiant business. And although still officiating, Bethel now has another love… helping others turn their passions into successful and sustainable businesses. Learn more at www.elevatebybethel.com.