Demographics: Certain demographics like age, gender, job title, and other information that informs your buyer personas can be a good way to segment customers and customize messages. For example, a financial company may want to send retirement-themed emails to customers seeking information on offering their employees benefits and emails about college loans to university-based customers.
The takeaway here is that if you are to use personalization as an email strategy, do so in a meaningful way. It takes little knowledge or relationship to place someone’s name in your greeting. It shows far greater care to send personalized email that is specific to a recipient’s needs and history. Again, an example from my inbox, this email from Rdio dispenses with the formalities and simply provides an update on music I actually listen to.
Purchased lists are ineffective, and they impact everyone else who uses Mailchimp, too. If you send emails to a list of people whose contact info you bought, many of the emails will get identified as spam. Some spam filters will flag a campaign if anyone with the same IP has sent spam in the past. When you use Mailchimp, your email is delivered through our servers, so if one person sends spam, it could prevent other users’ emails from reaching inboxes. But by forbidding Mailchimp users from using purchased lists, we increase deliverability for everyone.
If you’d like to keep in touch with our support team through online chat or email, upgrade to our Essentials plan starting at $9.99 a month. Whether you’re hitting a roadblock with an email you’re writing or want more information about how something works, help is available around the clock. And when you’re ready to take your marketing to the next level, we have plans for that, too.
Then, once a person has completed a particular event in the application (like creating their first campaign), we use the API to change the ‘Created Campaign’ custom field to ‘Yes’ on their subscriber profile. Finally, we set up a custom segment to get a list of people who meet the criteria ‘Created Campaign=Yes’ and ‘Uploaded List=No’ and then sent them an automated email encouraging them to upload their list and complete the send.
When a new contact is added to my CRM system, add the new contact to a list in my email marketing system – This zap enables you to automatically add new contacts from your CRM into your chosen list in your email marketing tool. Then, using automation you can send them welcome emails, lead nurturing emails and more. It works with a number of CRM systems, including Salesforce, Highrise, Zoho, Batchbook, Capsule, SugarCRM, Nimble, Pipedrive & more.
Purchase (formerly the bottom): This phase should drive the sale, such as a free trial or discount offer. These messages can be much more direct and sales-oriented since these customers have indicated they are closer to a purchase than others. In this phase, it’s important to keep your emails focused on the primary call to action (CTA) and make sure the transaction is as easy as possible. Some companies opt to offer post-purchase set-up assistance or support to help customers move from engagement to purchase.

Beyond that, avoid using all caps, too many exclamation marks, and hyperbolic phrases ("ACT NOW BEFORE TIME RUNS OUT!!!!"). Poorly formatted HTML in your emails can also hurt how they’re handled. Every spam filter is different, so an email might pass through one filter but get flagged by another. For more comprehensive info on how spam filters work and how to avoid them, check out this guide by MailChimp.


You can add a little post-script to the end of your email copy, such as "Not responsible for your company's social media? Feel free to forward this ebook to a friend or colleague using social media marketing." Link the call-to-action to a pre-made email, complete with subject and body text. That way, all someone has to do is enter their associates' email addresses and hit "Send."
Demographics: Certain demographics like age, gender, job title, and other information that informs your buyer personas can be a good way to segment customers and customize messages. For example, a financial company may want to send retirement-themed emails to customers seeking information on offering their employees benefits and emails about college loans to university-based customers.
Use a call to action button – We ran some tests recently and found that including a call to action button (as opposed to just text links) increased our conversions by 28%. So when creating your automated email campaign, make sure to include a call to action button to increase your chances of people clicking through and taking your desired conversion action. It’s also important to optimize your call to action buttons, and this post provides a 3 part framework for creating the perfect CTA button.
Make your offers feel relevant. If you offer people something they don’t think is relevant for them, they also think you don’t know them or understand their situation. Segmenting people based on their interests, problems, company sizes, and other things can help with that a lot. But it’s not enough. Your offer might be a perfect fit for them, but how you present it has to be a fit, too. Focus on describing their problems, how they’ll use the product or service, and what they will have in the end. Don’t talk about it from your perspective. No one really cares what you think about your product as much as they care about what they’ll get from it.
Genuinely effective campaigns segment the market as carefully as possible, and target accordingly. Relevancy is key for getting people to open emails and respond to your CTA – but what's ‘relevant' differs from person to person. If you're going to make your emails as relevant as possible to everyone who reads them, you need to Segment, Target, and Position.
Interests: This is a big one, and Amazon is a prime example of the impact it can have. Recommendations are made based on purchase history, which offers a more personalized message that is more likely to drive engagement and, ultimately, a purchase. What are the bottom-line interests in B2B marketing? How your product or service saves time, money, and resources.
Ask for the right information upfront: Great personalization starts way before you hit the ‘send’ button. It all starts with your sign up form. Without data such as name, company and location, you will be very limited with your personalized communication. Remember to only ask for the information you need, rather than the information you want. This is one of the ways that GDPR has impacted marketing teams.
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