Introduction:

This Training Sequence Email Process has been designed as an aid for you to develop a healthy training sequence campaign, to educate your customers in regards to your service/product.

This Training Sequence Email Process helps you get your training sequence right, so you can train your customers and reap the benefits that come by doing so.

As you work through this Training Sequence Email Process, you will be presented with form fields for which you are required to populate with your own specific data.

Process Street provides more information on how to use each form field is provided on the 'Record Checklist Details' task.

You will also be presented with stop tasks ensuring task order, and our conditional logic feature used to create a dynamic process, catering to your specific needs.

Finally, our dynamic due date feature has been used to enforce task due dates, making sure essential steps are completed in good time.

As a manager, you will begin the process. You can provide an overview of how you would like the campaign to be built by a given team member. You can then delegate the tasks of writing the email campaign to the relevant team members using Process Street's role assignment feature.

Once the email campaign has been written, it is up to the manager to then provide approval. The relevant employee will not be able to complete this process until approval has been obtained and implemented.

Record checklist details

In this Training Sequence Email Process, you will be presented with the following form fields, which you are required to populate with your own specific data. More information is provided for each form field via linkage to our help pages:

To begin the Training Sequence Email Process, enter the required details into the form fields below.

This is a stop task, which means you cannot progress in this Training Sequence Email Process until the required form fields are complete.

You can also enter a due date for the completion of the training sequence of emails. This will utilize our dynamic due date feature, notifying you 24 hours before the email sequence should be completed.

In this next section, you can assign tasks to a specific user using our role assignment form fields below. 

This Training Sequence Email Process has been designed to split the task of completing a training sequence campaign into sections. For example, 'Record campaign details' is to be completed by the relevant manager. The production of the actual campaign messages is to be completed by the relevant employee.

Record campaign details:

Define the goal of the campaign

To begin your training sequence campaign, you can start by defining your campaigns intended goal.

Fill in the below form fields with your own data. You are presented with the long text form field to do this.

Campaign goals need to be SMART: Specific, Measurable, Achievable, Realistic and Timely.

Define the target audience for the campaign

The next stage of this Training Sequence Email Process is to define the target audience.

If you have a target segment in mind, you can complete the below short text form field indicating this segment.

Alternatively, you can upload your email list using our file upload widget below, or you can copy and paste a URL link of this email list using our website form field.

Using our long text form field, you can then define important recipient details that need to be considered and valuable information to be passed on for the email campaign (if required).

By defining a target audience for your campaign, you can develop an effective marketing communicating strategy.

To define a target audience, it is a set of individuals who share similar needs or characteristics that your company hopes to serve.

Email the assignee

You can use our email widget to email the campaign details to the assignee. 

Review campaign details

A full report of the campaign details has been provided summarizing these details for your review. 

Campaign Details

Training Sequence Campaign

Campaign to be completed by {{form.Full_name_of_the_employee}}

Campaign goal 

Intended audience

{{form.Define_the_campaign's_intended_audience.}}

Intended Impact

{{form.Define_the_campaign_intended_impact.}} 

Desired outcome

{{form.Define_the_desired_outcome_of_the_campaign.}}

Target Audience

Important recipient details 

{{form.Define_important_recipient_details}}

Define the most valuable information

{{form.Define_the_most_valuable_information}}

Review training sequence details:

Learn the basics of a training sequence

'How-to?'

According to Google, 70% more searches begin with this statement, how-to, every year.

Behind each 'how-to' search, there is a puzzled, maybe slightly frustrated, internet user.

Not great if this user is one of your customers, bemusingly thinking, 'I like the idea, if only I understood how it works!'

Let's face it, you need to answer that question before the customer has had a chance to think it.

''Customer training is training offered to customers so they can use an organization's product or service to its full capacity.''

Consider the definition of 'customer training' for one minute.

Yes, you train your employees, but do you also train your customers?

Customer training is a vital component needed to build great customer service.

$62 billion per year is lost by U.S brands due to poor customer service.

Up to 65% of customers state they will discontinue to using a specific brand after one, single, negative experience.

It takes 12 positive experiences to make up for that one negative experience.

It is safe to say that maintaining a positive customer experience is crucial for business success.

Customer training acts as the first line of defense against damaging negative customer experiences.

By training your customers on how to use your product/service, you are allowing your customers to reap the full benefits of what you can offer as a business. You are empowering your customer by increasing their engagement with your product or service.

Email provides a fast and low-cost method of communicating with your customers across all borders.

Utilizing the email is an excellent way to provide customer training, by sending sequences of emails educating your customer in regards to your product/service.

The goal of this sequence is to teach your new customers how to get the most value out of your service.

For example, A web app teaches users how to use different features to get the most out of the app. A medical office coaches patients how to prepare for their appointments. A law firm teaches clients about their lawsuit process.

This sequence not only helps your customers use your service, it can even eliminate customer support overhead. By proactively training new customers, you’ll answer fewer questions and spend less time educating them one-by-one.

Learn about creating and running training campaign

Watch the below video for more information on producing a healthy training sequence.

Transactional sequence:

Write message 1

It is time to write your first email for this training sequence campaign. 

Work through the form fields below to guide you through this process. 

The form fields have been designed to provide you with the option to conduct A/B testing.  

You have the options to add attachments to this first email or to add a relevant URL link

You are then presented with a dropdown form field, which represents a conditional logic step in this process. Selecting 'Yes' or 'No' will direct you to the relevant stage in this process. 

Each stage in this process will follow the same format as this first message. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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A/B testing, also known as split testing, allows you to decipher the best campaign options. In A/B testing you can send two variants of an email to an equal percentage of your mailing list. Observing matrices such as 'open rate' and 'click-through rate' will then enable you to determine the most effective variant.

Write message 2

It is time to write your second email in the training sequence campaign email sequence. 

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 3

It is time to write your third email in the training sequence campaign. 

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 4

It is time to write your fourth email in the training sequence campaign.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 5

It is time to write your fifth email in the training sequence campaign. 

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 6

It is time to write your sixth email in the training sequence campaign. 

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 7

It is time to write your seventh email in the training sequence campaign. 

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 8

It is time to write your eighth email in the training sequence campaign. 

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 9

It is time to write your ninth email in the training sequence campaign. 

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 10

It is time to write your ninth email in the training sequence campaign. 

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person

Feedback and approval:

Review the campaign

Once you have created the email series for this campaign, the next stage of the training sequence campaign would be to obtain the required feedback and managerial approval

You are presented with our subtask form field. Check off each task on its completion below. 

  • 1
    Perform a spell on each message.
  • 2
    Make sure each email is grammatically correct and makes sense.

Provide feedback

Look through the proposed email campaign and provide your feedback in the long text form field below.

Review and implement feedback

Review the feedback provided by your manager and implement this feedback.

This is a stop task. You cannot complete the Training Sequence Email Process until feedback has been reviewed and implemented.

Feedback provided by managerial feedback

{{form.Provide_feedback}}

  • 1
    Review managerial feedback
  • 2
    Implement managerial feedback

Sources:

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