Vol. 12: Transactional Email and Confirmation Messages
3rd Edition
Part of the E-Commerce User Experience Series
Confirmation email is one of the most important touchpoints to inform a customer of their transaction. Good email usability can save money by reducing telephone calls to your call center. This report identifies how real people interact with email, starting with the inbox (where many messages are ruthlessly deleted) through their consumption of the email content.
This 312-page report contains 144 recommendations for improving the design of transactional messages that are generated automatically by a computer (the report doesn't cover human-authored customer service). Discussions and 182 screenshot illustrations supplement the findings.
Benefits
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Checklist of 144 design guidelines for creating effective automated email messages
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Get an inside look at how customers handle transactional email messages in their inbox
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182 screenshots of real email messages that worked well or that have poor usability
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Techniques for using confirmation e-mails to answer user questions and enhance your customer service reputation
Topics
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How people use and manage email
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How email affects trust
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Common issues with transactional email
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Subject, sender, and message body
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Recommended features for all transactional messages
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Message sequences
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Distinguishing your messages from phishing messages
Download report excerpt (2MB PDF)
Categories of Email Messages
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Agreement change notices indicate updates to privacy policies, credit card terms, membership details, and so on
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Available-now notices provide requested notification when some condition has been met, such as a sold-out item being back in stock
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Billing and payment notices provide information about a recent or scheduled payment
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Cancellation, return, refund, rebate, and bonus notices explain details of money or rewards the recipient receives from a company
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Customer service messages confirm receipt of a message or send a standard response to common inquiries
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Failure notices alert recipients about a failed transaction or query
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Government responses are replies to citizen inquiries or comments from officials and government offices
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Information posting notifications confirm that an individual's message, opinion, or item has been successfully posted on a public website
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Information request responses are personalized messages from a specific individual or department in response to user queries or concerns
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Meeting confirmations summarize appointment details or alert the meeting organizer about necessary changes or updates
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Order and service confirmations provide order or service details whenever someone makes a purchase online
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Profile-update notifications inform registered users of changes to personal information
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Recommendations from friends inform friends, family members, or colleagues about a recommended product or service by sending information through a website service. (Also known as "tell-a-friend" features.)
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Registration and account information messages welcome new users who have registered with a website; these messages often include login details
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Reservation confirmations and e-tickets confirm details for travel, hotel rooms, movie tickets, motor vehicle rentals, and so on
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Shipment and pickup notifications alert customers when an ordered item has shipped
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Social networking updates notify users about online community changes that are typically initiated by community members
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Status notifications indicate that a change or update has occurred
Research Method
The information in this report is based on our usability study with 37 participants, processing 92 transactional email messages from more than 80 organizations.
Related
Research Reports
Training Courses
Articles