Transactional emails are usually triggered based on a customer’s action with a company. To be qualified as transactional or relationship messages, these communications' primary purpose must be "to facilitate, complete, or confirm a commercial transaction that the recipient has previously agreed to enter into with the sender", along with a few other narrow definitions of transactional messaging. Triggered transactional messages include dropped basket messages, password reset emails, purchase or order confirmation emails, order status emails, reorder emails and email receipts. The primary purpose of a transactional email is to convey information regarding the action that triggered it. But, due to its high open rates (51.3% compared to 36.6% for email newsletters), transactional emails are an opportunity to engage customers: to introduce or extend the email relationship with customers or subscribers, to anticipate and answer questions or to cross-sell or up-sell products or services.

Companies also need to map out the customer’s journey across their marketing funnel. It’s almost like leaving breadcrumbs for your customer—after they look at your services, where do you want them to go? Leave “breadcrumbs” like a downloadable piece of collateral or invite them to sign up for a newsletter. Once you figure out the ideal new customer journey, you can measure where users drop off and improve your site accordingly.


A very easy technique for generating B2B leads from your website is to use “exit detection”. When you suspect a visitor is about to exit your website, you give them a call-to-action (CTA). The CTA can be anything of value to your target market. For example, let’s say you are an e-commerce website. You can offer a coupon code that expires in 24 hours. Or perhaps you sell business consulting. You may offer a free 1 hour introductory session, but your visitor has to sign up right now.

Look for a point of diminishing returns. Where are your campaign investments providing value? At Marketo, inbound strategies like content marketing are the strongest channels, and should be maximized to a point; but beyond that, inbound tactics need to be supplemented with outbound, paid channels in order to create sustainable demand and generate new leads from your website.
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