Transactional mail should be regarded as a way of helping your customers better manage their relationship with you, such as paying bills or managing their finances. It is also an opportunity to let customers know about new and relevant products or services. Whenever you send any communication to a customer it’s important that it not only makes sense to them but also acts as a tool to promote your company.

The example below demonstrates a few of these key features:

• The information is laid out with sufficient space to read clearly.
• There is a simple and clear hierarchy of messages.
• Contact information is easy to find.

View our Anatomy of a Great Statement PDF for an overview of what makes a great statement.

A bad statement might look good, but communicate poorly. On the other hand, it may say everything it needs to say, but look unappealing, so still won’t succeed as an effective transactional document.

A few of the elements which make a bad statement include:

• It is unclear whether the date relates to the due date.
• Contact information is vague.
• Charge calculations are unclear.
• There is no cross-selling or personalised messages.

Read our whitepaper for further insight into ineffective statements