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You’ve seen the same boilerplate emails come into your inbox which you immediately archive for being wrong, out-of-date, or simply forgetting the merge tag (F you people that leave $FNAME). When it came to my first time sending out a batch email, it was only to a dozen or so people about booking user research time. However, I had a major sticking point thinking I was sending out a spammy email. Luckily I had met the team behind Streak and knew the power of mail merge to make something a little more individual and helpful. We’re going to continue using my real life example email, a sponsorship request for Hack Design. Here’s the actual email template I sent out: Hey there $FNAME, Wanted to reach out about $COMPANY becoming a Hack Design partner. Since 2012, we've helped hundreds of thousands take their first steps in learning design. We're looking to partner with a handful of companies in order to offset server costs and support producing new lessons in 2018. Partnership perks: * Logo placement with link on the home page. * Text link in our footer, 30,000+ page views per month. * Text link in every email, 200,000+ which go out every month. * Free posting on our job board, set to release by the end of the year. As of right now, we have 245,000+ subscribers. It's likely that with new lessons going out next year, you'll see these numbers easily double. Because of that, our sponsorship tier costs $XXX per month. If you're able to commit to sponsoring before October 1st, I will grandfather you in to the super early bird pricing of $YYY per month through the end of 2018. If you have any questions or are ready to sponsor, please hit reply. $POSTSCRIPT Thank you so much, Alex Baldwin My emails aren’t very long, encourage replying as the primary action, and I hope use variables in a tasteful way. Make each email personal You may have noticed the odd $POSTSCRIPT variable in my template. The P.S. at the end of the message is super easy for readers to skip to and it’s almost guaranteed that it’ll be read. That’s the key to the whole thing. Almost every recipient I know personally or have done research on. It would be a huge missed opportunity to not acknowledge that personal connection. For speed purposes, it’s easiest to do this part in Google Sheets. Add another column called Postscript to your Google Sheet. For each recipient write a custom note that will go at the end of your email, i.e. “P.S. It was super nice meeting you at SXSW 2017, still waiting for you to come visit San Francisco.” If you don’t know them personally already, at least make the effort to do your research and make a connection. It’s easy enough to comment on some of their work you admire, I’m talking to you recruiters who never look at my portfolio. Export your Google Sheet to a CSV. Import your CSV into Streak Thankfully since we’ve been working in Google Sheets, we’ll be able to straight import into Streak without any fuss. Install Streak for your browser and open Gmail. Go through the authentication flow for Streak. From the Gmail sidebar, hit Pipelines +New. Pick any of the types, I usually do Business Development and then quickly rename it to my project name. Optionally, invite anyone else to collaborate on this pipeline. On your pipeline page, press the gray more icon. Click Import boxes from Google Sheets. Follow yet another authentication process. Go through the steps to finish your import by mapping your columns to Streak data. They have a lot of options, for those with more data feel free to connect it all up. You’ll see everything from Google Sheets, now nicely organized in your Streak pipeline as a Lead. You can now track as someone goes through your funnel to Closed - Won, it’s the big time sales process for the little guy. Send out that hand-crafted email with Streak After all that prep work, we’re finally ready to put the pieces together. Getting used to the interface and finding the small links or buttons can be quite a chore. Streak is a tool meant for sending much larger batches for sales professionals. We can lay low under the quotas with basic features and get a ton out of it. When I was doing marketing for commercial real estate, we used to use Excel and Microsoft Word to send out massive mailing campaigns. The mail merge feature for Streak works just like it’s offline Microsoft counterpart except with much better tracking and ability to follow up. Put it all together and get ready to hit send Hit Compose in Gmail. Click the link Mail merge. Select your Streak pipeline as the recipients. Write your beautiful email template and use the Customize with Template link at the bottom to sprinkle in customizations. When you’re subject line is perfect and your template customized hit Send, releasing your artisanal emails to their proper recipients. More coming soon Next up we’ll wrap by tracking and following up with our small batch of recipients. This article is part two of a three part series, released weekly. You can read part one here. Subscribe to get access first.
For press releases, advertiser requests, or similar sales campaigns you’re sending a small batch of, usually cold, emails out with a specific ask. Finding potential recipients, writing an email that’s helpful, and tracking the results doesn’t need to take all day or be painful. I’ve watched my fellow product people struggle with the pitfalls of outbound; spend all day trying to find emails, copy and pasting boring boilerplate copy, and then never following up. By stringing together Clearbit Connect, Google Sheets, and Streak, you can knock out these outbound projects super quickly, personalize them, and track progress through a funnel. I’ll walk you through exactly how it works using my most recent campaign, a sponsorship request for Hack Design. Researching for the right audience First up, you’re looking for the most likely people to be interested. For a press launch, that may be who frequently cover products in that space. In our example, Hack Design’s sponsor list, I was quickly able to look at who else was sponsoring comparable websites. For me, that meant researching the advertisers on Offscreen, Sidebar, Dribbble, recent design conferences and podcasts. It’s super simple to save your research and move on to finding the right people at those companies. Add companies to your list Start a Google Sheet with the column name Company. Research the companies most relevant to your outbound campaign. Great places to look are Angel List, Product Hunt, job boards (to see who is hiring in a space), Crunchbase, etc. Anywhere that let’s your group and filter through relevant companies. Add the company name to your list. Finding anyone’s email in seconds Now that you have a list of potential companies, let’s find the emails for the best people to talk to there. For my Hack Design list, I was lucky and had about a dozen sponsors from previous years. However, since we haven’t accepted sponsorship in over a year, a lot of my contacts at those companies were out of date. This process made it trivial to find the new people in those roles and be able to reach out. Get the right contacts from Clearbit Connect Add the column names Email and Full Name to your Google Sheet. Install Clearbit Connect if you haven’t already. This is the secret sauce that will allow you to find anyone’s email, for free. Connect does have a limit but for small batches, you shouldn’t have any problems. Disclosure: I’m a small-time investor in Clearbit. In Gmail, hit the Clearbit button in the top nav and then press Find email. Yep, it’s really that easy. You must start with the company and then narrow down by name or title. Copy and paste that into your Google Sheet. More coming soon Next up we’ll write our email and learn how to quickly customize every single one of them. This article is part one of a three part series, released weekly. Subscribe to get access first.
The hanging-punctuation property aims at giving web web designers a finer grained control over typography on the web. The idea behind hanging punctuation is to put some punctuation characters from start (or to a lesser extend at the end) of text elements “outside” of the box in order to preserve the reading flow. blockquote p { hanging-punctuation: first; } Since it only applies to quote marks, you can avoid single purpose classes and trust that your quotes will hang everywhere. Chrome hasn’t yet implemented the hanging-punctuation property, but it works perfectly in Safari. Typeset.js is an HTML pre-processor that adds a lot more functionality and will allow you to get cross browser compatibility.
Live every week like it’s Taco Week. Last year’s articles are now up on Medium.
Full-screen gif mayhem. Worked on this one day last year with CH Albach in order to show it off for a Halloween party. Since the domain is expiring, I’d prefer it live on in the lab. It was truly ahead of it’s time, but now Cochlea and Giphy GJ have surpassed it’s meager feature list. Let me know if you have any feature requests.
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Before users can meaningfully act, they must understand — a principle our metrics-obsessed design culture has forgotten. Today’s metrics-obsessed design culture is too fixated on action. Clicks, conversions, and other easily quantified metrics have become our purpose. We’re so focused on outcomes that we’ve lost sight of what makes them valuable and what even makes them possible in the first place: order and understanding. The primary function of design is not to prompt action. It’s to bring form to intent through order: arranging and prioritizing information so that those who encounter it can see it, perceive it, and understand it. Why has action become our focus? Simple: it’s easier to measure than understanding. We can track how many people clicked a button but not how many people grasped the meaning behind it. We can measure time spent on a page but not comprehension gained during that time. And so, following the path of least resistance, we’ve collectively decided that what’s easy to measure must be what’s most important to optimize, leaving action metrics the only means by which the success of design is determined. This is backward. Action without understanding is merely manipulation — a short-term victory that creates long-term problems. Users who take actions without fully comprehending why become confused, frustrated, and ultimately distrustful of both the design and the organization behind it. A dirty little secret of action metrics is how often the success signal — a button click or a form submission — is immediately followed by a meandering session of actions that obviously signals confusion and possibly even regret. Often, confusion is easier to perceive from session data than much else. Even when action is an appropriate goal, it’s not a guaranteed outcome. Information can be perfectly clear and remain unpersuasive because persuasion is not entirely within the designer’s control. Information is at its most persuasive when it is (1) clear, (2) truthful, and (3) aligned with the intent of the recipient. As designers, we can only directly control the first two factors. As for alignment with user intent, we can attempt to influence this through audience targeting, but let’s be honest about the limitations. Audience targeting relies on data that we choose to believe is far more accurate than it actually is. We have geolocation, sentiment analysis, rich profiling, and nearly criminally invasive tracking, and yet, most networks think I am an entirely different kind of person than I am. And even if they got the facts right, they couldn’t truly promise intent-alignment at the accuracy they do without mind-reading. The other dirty secret of most marketing is we attempt to close the gap with manipulation designed to work on most people. We rationalize this by saying, “yeah, it’s cringe, but it works.” Because we prioritize action over understanding, we encourage designs that exploit psychological triggers rather than foster comprehension. Dark patterns, artificial scarcity, misleading comparisons, straight up negging — these are the tools of action-obsessed design. They may drive short-term metrics, but they erode trust and damage relationships with users. This misplaced emphasis also distorts our design practice. Specific tactics like button placement and styling, form design, and conventional call-to-action patterns carry disproportionate weight in our approach. These elements are important, but fixating on them distracts designers from the craft of order: information architecture, information design, typography, and layout — the foundational elements essential to clear communication. What might design look like if we properly valued order over action? First, we would invest more in information architecture and content strategy — the disciplines most directly concerned with creating meaningful order. These would not be phases to rush through, but central aspects of the design process. We would trust words more rather than chasing layout and media trends. Second, we would develop better ways to evaluate understanding. Qualitative methods like comprehension testing would be given as much weight as conversion rates. We would ask not just “Did users do what we wanted?” but “Did users understand what we were communicating?” This isn’t difficult or labor intensive, but it does require actually talking to people. Third, we would respect the user’s right not to act. We would recognize that sometimes the appropriate response to even the clearest information is to walk away or do nothing. None of this means that action isn’t important. Of course it is. A skeptic might ask: “What is the purpose of understanding if no action is taken?” In many cases, this is a fair question. The entire purpose of certain designs — like landing pages — may be to engage an audience and motivate their action. In such cases, measuring success through clicks and conversions not only makes sense, it’s really the only signal that can be quantified. But this doesn’t diminish the foundational role that understanding plays in supporting meaningful action, or the fact that overemphasis on action metrics can undercut the effectiveness of communication. Actions built on misunderstanding are like houses built on sand — they will inevitably collapse. When I say that order is more important than action, I don’t mean that action isn’t important. But there is no meaningful action without understanding, and there is no understanding without order. By placing order first in our design priorities, we don’t abandon action — we create the necessary foundation for it. We align our practice with our true purpose: not to trick people into doing things, but to help them see, know, and comprehend so they can make informed decisions about what to do next.
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