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HerbMail Success Guide: Turning Emails into $$$

  • Updated

Start here! This is your guide to getting the most out of HerbMail.

Welcome to HerbMail! We're thrilled to be partnering with you. Follow this simple step-by-step guide to get up and running, and to maximize conversions of emails that HerbMail identifies for you.

  1. Activate your HerbMail account and add team members
  2. Review our FAQ on privacy/cookie policies 
  3. Integrate with your CRM/ESP. This is how you capture the emails so that you can initiate email sequences.
    • Ensure that you are following email deliverability best practices within your email provider.
    • If you use one of the following for email marketing, use our built-in integration: 
      1. Klaviyo
      2. Iterable
    • If you use any other email platform, there are several options to integrate with your CRM/ESP of choice. If you have both a CRM and an ESP, pick the one that you use to create email sequences:
      1. Zapier - a no-code option to integrate with virtually any system, for a very small cost:
        1. Integrate with your CRM/ESP via Zapier as a Herbmail customer.
      2. Webhooks - a direct integration to an API provided by your team. This is a good option if you don't want to use Zapier and have a IT/engineering team capable of developing an API:
        1. Integrate HerbMail via Webhook
      3. Bulk delivery - if you are not yet ready to set up a direct integration, emails can be delivered to you on a daily or weekly basis. This is not recommended long term, as you will not be able to engage with the visitors in real time: Enabling bulk delivery
  4. Start engaging with your visitors. This is the crucial step for converting those emails into $$$!
  5. OPTIONAL - Upload a suppression list. To ensure that HerbMail isn't sending you identities that are already in your system, you can upload a suppression list. This can either be done via a CSV upload, or programmatically via our API.
    • If uploading via a CSV, we recommend that you periodically update the suppression list, at your convenience. If uploading programmatically via our API, have your IT team set this up as an automated API call.
    • NOTE: This is not required for customers using our Klaviyo integration, as we will not send you identities that already exist in your Klaviyo account. 
  6. OPTIONAL - Reactivate existing undeliverable emails. HerbMail Revive is a service to provide up-to-date email addresses for your subscribers where the existing email in your system has started bouncing / become undeliverable. People change emails frequently, and reviving these can be even more valuable than net-new website visitors, since they have previously subscribed or made a purchase - check it out here.
  7. See how you're doing. Between HerbMail's dashboard and dashboards in your CRM/ESP, you can keep track of just how well you're doing. Keep an eye on how many emails HerbMail is capturing for you, as well as your open and conversation rates.
    • Check out the HerbMail Dashboard.
    • If you use one of the following email marketing platforms, we recommend building some additional reports to track revenue and engagement from HerbMail-identified visitors:
      -Klaviyo
      -      Iterable

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