Free Resources to Help You Create & Send an End-of-Year Email

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Hi, Markus here. Welcome to a free edition of the Customer-Value-Led-Growth Newsletter.

Today’s episode is a guest post by Hannah Owen from Matik.

Matik automates the personalization of content, including data-driven elements like tables and charts. You can even automate sending it out as an email attachment.

With out-of-the-box integrations with apps and data warehouses, you can set up a snap with no data ingestion.

One of the more fun and effective campaigns you can be running as the new year arrives is end-of-year emails (aka year-in-review emails).

Creating a Spotify Wrapped can be hard but it’s not impossible.

An end-of-year email is a powerful way to showcase your product’s value in a way that’s highly personalized to your customers.

And it can be worthwhile - a great end-of-year email has been known to not only wow customers, but even get the attention of executives at those accounts.

Here are some resources to help you get that email out the door:

1. Template for End of Year / Year in Review Email

Don’t have time and want to quickly plug in some numbers? Then check out this template for a best-in-class end-of-year email.

This template will help you showcase your product’s value and help customers quickly see why your product is a must-have for their tech stack.

This layout also provides space for you to highlight new features or provide personalized recommendations (just like Spotify!).

This resource includes tips and tricks for creating an end-of-year email that resonates with customers, as well as a real example from a fictional company.

2. On-Demand Webinar: Creating End-of-Year Emails

Play this webinar in the background to get a walkthrough of the high-level approach you should take for these kinds of emails.

Matik’s own Spencer Davison (Head of Customer Success) and Sheldon Spring (Technical Account Manager) share their learnings from the email they sent last year.

Including what made it so successful that an executive of a major tech company mentioned wanting his company to send something similar.

3. Playbook: Creating and Sending End-of-Year Emails

This is the ultimate playbook for end-of-year emails and covers every possible step from inception to what you need to do after launch. 

Reading this Ebook you find out how to:

• Define the who & why

The goal of this step is to get alignment on why it's worthwhile to run this campaign and get access to resources. The playbook will walk you through how to identify who to send to (such as possible segmentations), figure out the why for them, ways to define success on both the tactical and strategic levels, and who you’ll need buy-in from.

• Create the email content 

While this is the fun step, you’ll need to bridge the gap between the ideal & what’s possible. We’ll cover principles to keep in mind during ideation, how to get other teams to align on a version, best practices to implement (including picking data visualizations), and figuring out A/B tests.

•  Launch the email 

The most intensive step: making it happen. This ebook will get down into all the tactical weeds you’ll need to cover, like what the best time to send is, how to get your data ready, what goes into prepping your email platform, how to track the important metrics, and what good testing and enablement looks like.

• Figure out what comes after the launch

Answer these questions to determine if your email was a success, and use our crawl-walk-run framework to decide what comes next.

The playbook also comes with a detailed checklist for easy reference and even a how-to on leveraging AI in creating the email.

4. AI-Powered Email Generator

Simply provide your name, company name, and website URL, and voila, you’ll have your very own AI-generated fully-branded end-of-year email that provides suggested metrics that’ll wow your customers.

• Suggested metrics

Matik will take a look at your company's website and provide ideas for metrics that'll make a great case for your product.

• Fully branded

Matik will pull colors from your company's website and tailor the email using them.

• Ready to send 

Use Matik to personalize and send emails in a snap, or download the HTML to use in your email platform.

Once you get the email, just download the HTML file to use with your preferred email platform and make your end-of-year email to customers stand out.

How I can be of further help:

1. Deliver 10x more value with the Customer-Value-Led-Growth Program and unlock your full growth potential.

2. Promote your product or service to 3.900+ subscribers sponsoring my newsletter.