15 Email Personalization Techniques That Work

As a marketer or business owner, you know email marketing is a powerful tool. Its popularity among consumers is climbing.

You might have already implemented email personalization to some extent, like addressing customers personally, but you can take it further.

This article looks at 15 email personalization techniques you can apply to your marketing.

Before we move onto that, though, let’s discuss whether email personalization works.

Does Email Personalization Work?

The short answer is a resounding “Yes.” According to HubSpot’s State of Marketing report, 78 percent of marketers have seen a recent increase in email engagement.

HubSpot’s report shows that 20 percent of e-commerce, retail, consumer goods, and service companies personalize emails based on specific demographics.

Email personalization, or the act of tailoring email content to address the recipient by name, interests, location, and other details can increase sales.

Email personalization offers multiple other benefits, too, such as:

  • decreased unsubscribe rates
  • higher customer satisfaction.
  • opportunities to re-engage customers

Additionally, 72 percent of consumers say they only engage with personalized messaging, and most customers expect brands to understand their unique needs.

Email personalization is also easy to implement. For instance, you could:

  • Send an offer only if a recipient has recently brought an item.
  • Change wording based on location or time zone.
  • Personalize language and images.

However, like any other area of marketing, email personalization has its limitations. For example, some techniques like customer recommendations may not work for everyone.

You can also over-personalize and sound too familiar, which can, frankly, freak people out. Stick to critical areas, which we detail later.

Now you’ve got a picture of email personalization and its benefits, let’s move on to 15 techniques that work.

1. Collect the Right Data

If you’re not collecting the right kinds of information, you won’t have a good starting point for personalization.

That sounds simple enough, but where do you start? By collecting information from readers on sign-up forms.

When subscribers sign up to your email list, you can ask them some additional questions beyond the typical email address or name.

For instance, you could ask for their:

  • location
  • birthday
  • interests
  • occupation

Whatever information you ask for, keep it short and sweet, like this example:

Email Personalization Techniques - Collect the Right Data

Next, use integrations to gather even more data.

Email Personalization Techniques - Use Integrations to Gather More Data

Integrations are perfect if you don’t have all the right resources to collect information.

Finally, you should create a subscriber preference center to find out what your readers want, like the one from Campaign Monitor.

Once you’ve started collecting the right kinds of data, you can personalize your subject lines.

2. Use Personalized Subject Lines

Subject lines have always been important in the world of email marketing, but they must be specific for the best results.

For example, they should differ from industry to industry, audience to audience, and so on.

You can run tests to find the most effective ones. With testing, you can modify the content of your subject lines based on all the data you’ve already collected about a subscriber’s wants, interests, age, location, and more.

Open rates and conversion rates are only up from there.

Once you’ve got subject lines down, you should focus on triggered emails.

3. Use Behavior-Triggered Emails

Behavior-triggered emails are automated reactions to how customers are interacting with your products or services.

This is where the future of email marketing is heading, and triggered emails have a good open rate to boot.

Email Personalization Techniques - Use Behaviour-triggered Emails

These types of emails also allow you to make a personalized connection with customers.

Behavior-triggered emails can make connections less complicated. They let you communicate with customers without having to think about it, help you convert readers, and could extend the lifetime value of existing customers.

You might not always realize it, but you get these types of emails all the time.

You know when a website emails you because you haven’t logged in or made a purchase for a while? That’s a behavior-triggered email.

In addition, you can send out triggered emails for tons of reasons, such as to welcome readers, re-engage them, or upsell products or services.

Also, depending on your business, several tools for sending great trigger emails are available. For instance, there’s Intercom.io for B2B, GetVero.com for marketers, and Klaviyo for e-commerce.

4. Use Subscriber Tags

Subscriber tags let you send personal CTAs in your email content and for triggering emails.

With this technique, you can tag subscribers based on their choices, like visiting a specific page on your site or clicking on a link.

Then, write out emails to recipients with matching tags.

This approach saves a ton of time because you can segment all your workflows through just one email.

Most mailing list providers such as ConvertKit offer this feature.

5. Ask the Right Questions

An easy way to start segmenting your audience is by asking them questions. It’s a pretty straightforward approach, but you must ask the correct ones.

For example, ask customers:

  • What brought them to your website?
  • Why did they start using your service?
  • What do they need help with most?

These questions can help you find out what you’re doing right (or wrong) pretty quickly, and it makes targeted emails a breeze.

Don’t be too generic, though. To stand out, you can entice customers using emotional appeals, emojis, humor, and freebies.

Alternatively, ask opinion questions. People like to feel like you value their thoughts.

6. Add “Recommendations for You”

We’ve already talked about some email personalization techniques, and now it’s time to dig deeper.

Start personalizing your emails by recommending more purchases or actions according to a reader’s past ones.

Amazon is notorious for this with its “Frequently Brought Together” upsell feature, and Netflix uses a similar approach to encourage customers to view another movie.

It works because readers often appreciate the “recommendations” if they’ve liked similar previous purchases.

Rather than trying to reach all your readers with a single promotion, just send it to those who have shown interest in a related topic.

You can do this in any industry by suggesting related products and services. Perhaps offer a discount to encourage sales.

7. Use and Optimize Landing Pages

Yes, email personalization can boost your open rates. However, the ultimate goal is to convert readers into customers.

To achieve this, you must ensure the landing pages you link to match the ideas in messages you send.

Imagine if Amazon sent recommendation emails with no links to the actual products. It seems pointless, doesn’t it?

That’s why you must include relevant landing pages in as many emails as you can. You should also ensure the landing page relates to the customers you’re targeting and their current buying stage.

8. Add a Sense of Urgency

There are tons of tools to help you incorporate dates and times into your emails.

Doing this is the perfect approach for driving engagement because these limited-time offers focus on urgency to push people into action.

By creating a sense of urgency, you can build toward a paid offer. Just don’t let your customers forget or hesitate to order. That’s why creating a custom deadline is so effective.

Are you thinking of applying this approach? There are templates available, or your mailing list provider should have a tool.

You can also sync your emails with countdowns for sales, product launches, and giveaways.

9. Build Customer Personas

A customer persona is a representation of your ideal customer. Companies use them to identify the features of their perfect customer and their usual behavior.

The more specific you get with these personas, the better you will understand who your customers are and what they need from you. Ultimately, this enables you to improve your business and enhance email personalization by fulfilling their needs.

You create customer personas by using a multitude of data. Instead of asking a single question, you can group customers using a mix of attributes and actions they take.

Once complete, your personas might look something like this:

Email Personalization Techniques - Build Customer Personas

There are plenty of step-by-step guides on building personas to help you develop them per best practices, including:

  • identifying your target audience
  • seeing the world through your customers’ eyes
  • understanding your customers’ needs and frustrations by doing research
  • using data about your target audience’s online behavior, likes/dislikes, etc.
  • implementing email personalization techniques to match your customers’ wants and needs

10. Use Location and Time Zones

It’s no secret that certain times of day prove to be better than others when sending emails.

For example, your customers might love getting an email at 8:00 a.m., or they may respond better to getting one at 5:00 p.m.

However, chances are not all your customers are in one location. They may be all around the world, scattered across different time zones, and possibly receiving your emails at non-optimal times.

How do you overcome this? By using your customers’ data to send emails at the best times.

Send time personalization is easy to set up with a few clicks, and companies like MailChimp allow you to do this.

11. Personalize Your Business

Don’t limit email personalization to your customers’ data: You also can customize your brand.

Customization could make all the difference to your company’s success rate, and it’s not hard to implement. You only need to make some changes, and you can automate many of them.

If you’re searching for ideas, look no further than Nike. The brand sends out welcome messages and emails for:

  • birthdays
  • seasonal campaigns
  • promotions
  • order confirmations
  • hot-this-week offers

Test aspects such as a conversational tone, words like “we” and “I,” and generally making your emails seem like they are from an actual human. Customers respond to it.

12. Mark Milestones

Marking customer milestones is another effective email personalization tool.

It shows your customers you’ve noticed their achievements and that your company appreciates them. In turn, this enhances customer engagement, making them feel valued. 

Milestones worth marking include:

  • your customer’s first anniversary
  • a customer’s birthday
  • the accumulation of a set number of points
  • the completion of a course or similar

13. Imagery

They say a picture paints a thousand words. Or, to put it another way, a single image can express a thought much better than a heap of text.

Keeping your messages short is vital now as people tend to skim read emails on the go, but it’s not just about that. Imagery can impact your customers in other ways.

Email personalization with imagery allows marketers to build an emotional connection with their customers, driving them to take action and potentially influencing their buying decisions.

One of the other advantages of pictures is their flexibility.

You can use images in many ways, from showcasing products to illustrating the benefits of a particular product or just brightening a customer’s day.

There are just a few things to consider.

Images must be:

  • eye-catching
  • engaging
  • relevant

Additionally, you can personalize images to specific customers by their data, preferences, and their location.

14. Reach Out to Customers

Cart abandonment, poor engagement, and lack of follow-up all affect your bottom line. However, you can overcome them with email personalization.

Reaching out to customers can get them back on track and keep them from abandoning their cart. For instance, you could send

  • a coupon code in your abandoned cart emails
  • an offer for something a customer looked at but didn’t buy
  • an email asking why they left without buying and offering assistance
  • a follow-up email three days after their visit

Next, engage.

Send out email tutorials or similar. You can personalize these messages by looking at your data to see how your customers use their purchases and where they most need your help.

Finally, follow up.

  • Does your customer understand everything their purchase offers?
  • Are there features they could be making more of?
  • Anything specific about the product/service that can make a particular buyer’s life easier?

Yes? Then follow up and solve their problems!

15. Pay Attention to the Small Details

Aside from the areas already discussed, you can use email personalization further by:

  • A/B testing different versions of an email
  • changing the copy of an email with each click based on customer data
  • addressing any previous interactions
  • including a call to action
  • segmenting your audience into groups that share similar interests or use cases for your product

Email Personalization Frequently Asked Questions

Is email personalization effective?

Tailored emails are more effective than generic ones as they’re more likely to get read and resonate with your customers.

How much time does it take to personalize emails?

Customized emails can increase engagement and deliver a better user experience, so it’s worth taking some extra time.

How much does it cost to set up personalized emails?

The cost of setting up email personalization usually depends on two main factors: the number of emails you need to send and your plan.

What kinds of emails should you personalize?

You can personalize emails that are promotional or transactional.

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Email Personalization Conclusion

Email personalization is a strategy that can generate an improved ROI for businesses. It’s one of the most efficient marketing channels, and many small and medium-sized companies are using it to grow their businesses.

Additionally, this technique can increase customer loyalty and raise conversion rates.

However, if you’re not taking the right approach, you won’t get results.

If you want conversions, you need to take email personalization deeper than using a customer’s first name. This includes adapting to different time zones, addressing customers’ wants and needs, and using imagery.

In short, email personalization can make your customers feel valued—and people who feel valued are more likely to make purchases from you.

Do you use email personalization in your campaigns? Which techniques work well for you?

How to Use First-Party Data for Ad Personalization

Have you ever felt like someone was watching you online? Those shoes you just searched for on Amazon suddenly show up in ads on Facebook. Maybe you start seeing ads on YouTube for a resort you were researching for an upcoming vacation. 

The truth is, you are being watched. In fact, marketers have used cookies to track the actions of internet users for years—but that may soon change. Google announced they are ending the use of third-party cookies. As a result, most businesses will have to rely on first-party data for things like ad targeting. 

What does that mean for your marketing strategy? It might not be as bad as you think. 

Here’s what you need to know about first-party data and how to use it to create targeted paid ads. (Spoiler alert: It might actually be better for your PPC strategy in the long run!) 

What Is First-Party Data? 

Before we dig into what this change means for your paid ads, let’s talk about the different types of data companies use in marketing. 

First-party data is information companies collect from their own sources about their customers. For example, the data from your website tracking tool, your email subscribers, or surveying your audience.

Second-party data is when two or more organizations come together to mutually share their data. Third-party data is collected by one source, often aggregated, and then sold to a third party who has no connection with the original source. 

To summarize:

  • first-party data: data you collect about your customers or site visitors
  • second-party data: data you and someone else pool together
  • third-party data: data collected by one party and sold or shared with an unrelated third-party 

What Is the Difference Between First-Party Data and Third-Party Data?

Third-party data, the type Google is phasing out, refers to data collected from (as you might have guessed) a third-party, meaning a site or entity without a direct relationship with the original source. 

Third-party data is collected, aggregated, and sold to other parties. The problem is the brands buying the data have little idea where it came from. 

There are other issues, too. For example, you can buy third-party data, but so can your competitors. That makes it hard to be competitive. 

This chart helps illustrate the difference between the different types of data. 

What Is the Difference Between First-Party Data and Third-Party Data

Why Is Third-Party Data Being Phased Out?

The main reason third-party data is being phased out is due to major security and privacy issues. 

David Temkin, Director of Product Management, Ads Privacy, and Trust at Google, shared, 

People shouldn’t have to accept being tracked across the web in order to get the benefits of relevant advertising. And advertisers don’t need to track individual consumers across the web to get the performance benefits of digital advertising. 

Advances in aggregation, anonymization, on-device processing and other privacy-preserving technologies offer a clear path to replacing individual identifiers.

Google isn’t the only one phasing out cookies. Firefox stopped using cookies in 2013, and Microsoft made “Do Not Track” their default setting the same year

In addition to privacy issues, cookies aren’t as accurate as some might think. For example, they can’t always track users across devices. 

If you shop on your phone for a pair of shoes but buy them on your laptop, you might still see ads for those shoes on your mobile device—which is terrible for ad spend, as brands waste money targeting users that have already converted. 

How Will Using First-Party Data Impact Ad Personalization?  

As Google phases out third-party cookies, many brands will begin using first-party data to better personalize ads. What does this mean for your paid marketing strategy? 

Don’t worry; you won’t have to rebuild your marketing strategy from scratch. However, there are a few changes you’ll want to pay attention to:

  • Brands will need to focus on collecting first-party data: If you haven’t been gathering data about your audience, now is the time. Consider hosting contests, using website tracking tools, or sending out surveys to collect more information about your audience. 
  • Competitive analysis will get harder: One of the downfalls of third-party data is that you and your competitors are using the exact same targeting data. With the move to away from third-party cookies, it might become harder to understand why your competitors are taking certain actions. 
  • Ads may get more personalized: First-party data is data from your actual site visitors and customers, making it easier to create a personalized experience. 

Day-to-day, the switch away from third-party data is unlikely to impact the marketing world in a massive way. Most brands will begin to rely on first-party data more; however, Google is also creating what they call a “privacy sandbox” to allow brands to target users without invading their privacy. 

Brands that want to succeed shouldn’t rely entirely on Google’s new data plan because there are a ton of advantages to using this type of data?

Advantages of Only Using First-Party Data for Ad Personalization 

Why should you consider moving to first-party data rather than relying solely on Google’s privacy sandbox? 

For starters, most brands are increasing their reliance on first-party data, which likely means they are seeing positive results. According to Google, 87 percent of APAC brands consider it critical to their marketing efforts.  

Google rate of first party data usage stat

Let’s look at a few other benefits to consider.

First-Party Data Is More Accurate 

First-party data is information you collect about your customers. This makes it more accurate because you know who it is about and where it came from. 

Third-party data is sold and sometimes resold, which means brands have no access to the source data and, sometimes, very little idea about where the data is actually from. 

Boost Marketing Performance 

Some people are really concerned about the end of third-party data, but I’m not. Why? Because first-party data isn’t just more accurate; it’s also much more efficient at driving consumers to take action. 

According to a study by Boston Consulting Group, marketers that use first-party data see a lift in marketing efficiency, generating nearly double the revenue from a single ad or placement.

Your Competitors Don’t Have the Same Data 

Standing out online sometimes feels impossible. With millions of companies, billions of internet users, and more content being churned out every day, brands that want to stand out face a ton of noise. 

With third-party data, you and your competitors can buy the exact same data, which makes it pretty hard to be competitive. However, your competitors don’t have access to the data you collect, making it easier to test new initiatives or uncover opportunities about your own traffic and customers. 

You Can Double Down on Personalization 

According to Forrester, 89 percent of digital companies invest in marketing personalization. It’s easy to see why when 80 percent of customers report they are more likely to purchase from brands that offer a personalized experience. 

Using third-party data for personalization was never a perfect match. You might not know when a customer converts from another device or if the data you’re using is skewed. With first-party data, you can dive into personalization, secure in the knowledge that your data is accurate.  

It Is More Standardized 

Imagine asking five people to create a puzzle piece. You give them all the same parameters for height, length, and shape. Even with the same directions, each of those pieces isn’t quite going to fit together. 

The same thing happens with third-party data. Each platform might gather it just a little bit differently, which can make it almost impossible to pull all that data together. With first-party data, however, you gather the data. This means you can ensure it is standardized and works well with all your tools and systems. 

First-Party Data Is Cheaper 

Third-party data is purchased from another vendor, which means you are shelling out cash for data that is less efficient, less accurate, and harder to use. First-party data, on the other hand, is information from your own audience. 

Which means you don’t have to buy it. You will have to pay a bit to collect and store the data, but it’s likely much cheaper than purchasing the data from another source. 

How to Use First-Party Data for Ad Personalization 

We’ve covered what first-party data is, why Google is ditching third-party data, and a few of the advantages of using it. How do you actually put first-party data to use? Here’s what you need to know to use this data for ad personalization. 

Determine How to Leverage First-Party Data 

Before you start collecting data, take the time to figure out how you will use the data to further your marketing goals. How you plan to use the data will impact what type of data you want to collect and how you gather it. 

You might use it to: 

  • build brand awareness 
  • reduce churn 
  • send timely ads 
  • drive more qualified leads 

For example, if the data will be used to send more personalized email marketing campaigns, you could gather the data through an email survey. 

Make a Plan to Gather First-Party Data 

Unlike third-party data, you can’t just buy first-party data; you’ll have to gather it yourself. Luckily, there’s no shortage of ways to gather it.

For example, you can collect first-party data from:

  • website visitor tracking tools like Crazy Egg 
  • your mobile apps
  • offline surveys
  • social media channels
  • user registration for your website 
  • contests

Before making a plan to gather data, think about how you plan the data to personalize your marketing. For example, retargeting ads, personalized product recommendations, or account-based marketing

Ask Permission to Gather the Data 

One of the major issues with third-party data is some web users don’t even realize they’re being tracked. As first-party data becomes more popular (and as privacy laws limit the data we collect about our audiences), it’s important to be transparent about the data you gather

Ensure your audience clearly understands what data you collect, what you do with it, and how it’s stored. Being transparent about the data you collect and how you use it isn’t just the right thing to do, it’s required by law in some places, like the EU’s GDPR.  

Test, Tweak, and Retest 

With third-party data, you get what you get. There is no way to change the type of data you collect or adjust how you gather it.

With first-party data, you can test to figure out the best way to collect data by adjusting how you gather it or test and tweak how you use the data by A/B testing ads to see what your audience responds to. 

Conclusion

Third-party cookies are coming to an end. What does that mean for marketers? It means it’s time to start leveraging first-party data for personalization. The good news is, it is more accurate and cheaper, and it can even improve marketing efficiency. 

The first step to using first-party data is to find a way to collect it through polls, customer surveys, or website tracking tools. Then make a plan for how to use it. If you need help getting it set up, we can help

Are you planning to use first-party data for ad personalization? What are your marketing goals?