Effective transactional documents

Looking good is just one of many factors that make for an effective document. Ben Whitmore of document consultancy Tripartum explains the importance of defining a corporate strategy for key customer communications such as bills and statements, also known as trans-promotional or trans promo documents.

Developing clear, dynamic and user-focused documents across all customer touchpoints can help with customer acquisition and retention, while ensuring that design, testing and prototyping all play their part, means organisations send out a coherent corporate message across all media channels. It also enables effective data capture and management.

Creating and maintaining innovative customer documents is a vital extension to integrated marketing and can help marketers ensure they send segmented, timely and relevant messages to consumers.