Video: How To Create Personalized Emails That Convert

Learning how to create personalized emails for your marketing and sales efforts can be a big deal. Customers demand a more relevant communication that takes into consideration their specific context. Personalized emails are more than just a custom [FirstName] field in your emails.

In this video, I show how to create personalized emails that get better conversions. You’ll learn how to use your data to write powerful personalized emails that make your audience react, based on your target audience’s buyer persona, creativity, and technology.

I created this example from scratch, using personalized texts, personalized images and even personalized videos and calls to action to help “Kevin” buy more because we are able to connect with his needs, budget, and context.

Watch this how-to video now that goes over the full creative process to know how to create personalized emails that get higher conversions. Please let me know if you have any questions and ideas. Also, make sure to download the 10 baby-steps I use to create personalized video strategies from a pilot to a full launch. Also, check the video transcript and relevant links below.

Video Transcript and relevant links: How to create personalized emails that convert

Hi! This is Josías De Laa Espada from Pirsonal. Today I’ll show how to create a personalized email that actually converts. Emails are one of the main tools
for B2Bb and B2C companies in order to get in contact with prospects, leads, and customers. But one of the main issues marketers have is that most emails do not
convert. That’s actually a huge issue because it translates into a lot of money left behind.

So today I’ll explain how to create a personalized email using different types of multimedia content in order to increase conversions. I put together this fake example with a fake person called Kevin Whickham and his wife Karoline and also a Hotel called Sempris Hotels. Sempris is one of my last names. I’m from Panama; people in Panama have a few last names at least two :-p.

In this context, Kevin and Karoline are traveling to Malaga in the South of Spain and are staying at Sempris Hotels Marbella and they’ll be staying there between the 11th and the 15th of June 2019. All this is fake information. It’s just an example. So Sempris Hotels wants to increase the revenue per client. Losing a client is more expensive than acquiring a new one. Because of this, great customer experience is key and that customer experience also needs to see its place in your emails, text messages, phone calls, etc.

So what we’re going to go step by step on how I created this message. I’ll show you the different types of multimedia content used so from images to videos, text, calls to action
in order to convert.

This is the email I created to show you how to create personalized emails that get more conversions, regardless of your industry and experience. A lot of it has to do with common sense, time and data. I added a blue arrow to the dynamic and conditional content in the email:

Personalized Email Example with a Personalized Video

Personalization is about a conversation. It’s about creating the right context in order to make one individual do the one thing you want that person to do. You might want to keep it simple and to
focus on one specific call to action. In this case, the call to action goal is to lead Kevin to a personalized landing page where a personalized video will be displayed with a personalized offer.

Why?

Because Kevin already made his hotel reservation. The hotel knows that there is a chance for an upsell but doesn’t want to be too aggressive. The hotel can take advantage of the sixty to ninety days average time a person makes a reservation before the arrival to the hotel to guide Kevin through a buying process by using a drip marketing strategy.

They know that there is a decent chance that they buy more. Why? Because in this example they know that they have been in the hotel before because maybe Kevin
used the same email used in the past, maybe he’s used the same telephone number, maybe he used a loyalty card ID or something similar so all that gives
you a lot of information about the context.

What we see pretty much every day is that a lot of companies have a lot of information they could actually use for their marketing and they actually don’t to create powerful messages.

Back to the example, we know that their name (Kevin and Karoline) and that they are going to stay there for at least four nights, between the 11th and the 15th of June. We know that it’s going to happen soon maybe in 60 days let’s say in the is enough time to send a drip campaign that shouldn’t be that aggressive but that will lead them to one specific buying step
even either right away or at another point on another part, from a
funnel perspective.

They also know in which hotel he will be staying, so Sempris Hotels Marbella let’s say this is a hotel chain and they know that this hotel has some great activities for men and for women. They know that Kevin loves golf because the last time he came to the hotel he told the hotel that, maybe through a survey, through a quiz, etc. that he loved he would love to have more
time next time to play golf because Marbella is a great city to play golf and do a lot of you know sunny activities and all that it’s in sunny Malaga’s down South to Spain and they know that his wife loves fancy food because she expressed something similar but about food last time they went like a year ago let’s say.

We’re talking about two adults, a couple potentially because they’re not traveling for business. Based on all this information, you can create a really personalized message that converts.

A personalized message that will help you convert more. Again this is an example so you need to translate all this reality to your own context; a SaaS product maybe a utility company, maybe another hotel or spa product, consultancy services, etc.

Use whatever you have in your databases, CRM… A simple spreadsheet to create more personalized messages.

There are two types of information: textual (for example, a first name from your CRM), and contextual (what the information really means).

Use that information as the context to create the context that is specific to the individual you are targeting so that’s the contextual information in this example here well I’ll get there but
it’s an example here I used a simple joke.

targeting en as part of the context
because we know that Kevin’s a man and

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that we use golf as part of the joke as
well to to target you know to target him

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using his own context so all this is
part of the personalization so

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personalization is a lot more than just
showing a name which will give you

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higher conversion conversions but it is
not enough and actually studies show

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that basically we are getting used to a
name as part of the subject line as part

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of you know in a personalized message so
we are not paying that much attention

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or the attention we used to pay to that
kind of personalized messages or in this

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case emails more things before I go
deeper we also know that Kevin is

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traveling with a woman which in this case
is Karolinel right we know that as I said

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before Kevin is the one that made
reservation but we know how important

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women are in the buying decision process
chances are that Karoline asked Kevin

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to do all this this is just me wondering
but you know all that is part of the

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it’s part of the context and you can use
your buyer persona information buyer

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persona’s information your track record
you can use your analytics you can talk

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if you were if I was if I were the hotel
here I would be speaking with the people

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that you know in the trench the front
line with desk team with your staffing

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them members even the people that clean
the rooms to know what these guys like

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how mainly behaved how women do etc and
used all that information to create by

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your personas and based on that by your
personas then create targeted messages

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that you can create actually real-time
based on all the variables you have

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access to when in this case when the
customer makes this reservation

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now let’s go step by step here or
structure by instructor here we have a

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really strong call to action videos
convert really well in email

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marketing they do really well actually
and you can either play the video inside

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of the email or not it really depends on
the technology you are using the buyer

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persona or target audience you’re
targeting even the country you’re

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targeting it also depends on on the on
your goal so if you want that person to

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actually buy right away in most of the
cases at least based on my experience

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you want that person to get out of the
email to continue with the buying

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process
to focus that person on one specific

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step buying step so it really depends on on
a few

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variables let’s say to decide if you
want to play the video inside of the

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email or not in most of the cases I do
not recommend it but it really depends

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so this is a really strong call to
action where we are already using some

0:11:19.940,0:11:24.800
kind of personalization you can go
simple like I did here with this example

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which is using the name of the person
because it works really well for images

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and videos even more than it works
better than what how it does with text

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you can and I sit here I’m adding a joke
here your doctor will be proud of you so

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that’s like kind of a question why why
will it doctor be proud of me so that

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cast could cost interest he whatever you
are you are telling them and then I’m

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adding here a link which is this one
here strong link and a subject line

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let’s say to that call to action which
is basically go watch your code your

0:12:05.210,0:12:08.480
personalized video right away and that
person will be landing the landing page

0:12:08.480,0:12:14.600
that is personalized to him again I’m
adding more personalization here and I

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am already talking about something that
is interesting not only to him Kevin

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which he is interested in golf but also
especially to his wife again because

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your partners are most of the cases
partners are they actually really

0:12:32.630,0:12:39.290
important decision process so if this
was if Kevin and Karoline would be

0:12:39.290,0:12:44.450
traveling with their kids with kids or
with a baby the call to action would

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have been totally different totally
different specially if we’re talking

0:12:48.140,0:12:52.040
about babies if you’re talking about
teenagers it would be totally different

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because they need to have a great time
and part of your decision making process

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has actually a lot to do with your kids
having a great time

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even more than yourself so the more that
you use so again creating an

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augmented by your persona which is this
term we use internally for the buyer

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persona you are creating in real-time based on
the data you get in real-time will help

0:13:17.900,0:13:23.750
you create this kind of message here
and later I’ll go I’ll speak a bit more

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about how to do this from a technical
perspective now after these we have we

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have your personalized field
personalized field a personalized field

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another personalized field here and
then we get we get into the text message

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here more personalization a basic one
but it works Kevin but it’s becoming

0:13:44.810,0:13:49.580
less effective what it works really well
actually and then we have you’ve

0:13:49.580,0:13:56.660
probably heard this one before your
doctor told me to take my iron every day

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my doctor so he told me to take my iron
every day and to leave for greens this

0:14:01.970,0:14:07.100
is a joke looks really well well your
doctor will be proud of you so this is

0:14:07.100,0:14:14.240
basically to emphasize the message that
we initiated here using a sense of humor

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you see creativity and a joke etc this
works really well with men and but also

0:14:21.380,0:14:27.620
you know introducing what is important
to his partner which is great food great

0:14:27.620,0:14:32.650
fancy food and having great time as a
couple especially if you are on vacation

0:14:32.650,0:14:36.920
so all this is part of the
personalization and in a moment I’ll

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tell you how to do this on a scalable
way so this this is I mean you don’t

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need to do this email by email or a
video by video you can use technology

0:14:45.530,0:14:50.030
even platforms like like hours Pirsonal
we automatically generate personalized

0:14:50.030,0:14:55.040
videos personalized images personalized
landing pages we integrate with your

0:14:55.040,0:14:59.660
marketing tools to allow you to create
all these processes in an automated way

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but at the same time really personalized
way in the way you are actually I’m

0:15:04.790,0:15:09.680
explaining it right now we are getting
everyone let me continue reading we are

0:15:09.680,0:15:17.330
getting everything ready for your stay
at Sempris Hotels Marbella from

0:15:17.330,0:15:22.520
this day to this day since you love golf
a Mediterranean food again more

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personalized fields we have a gift for you this is part of the call to

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action watch your personalized video now
to learn

0:15:31.730,0:15:38.120
more people are not used to personalized
videos they’re not even used to this

0:15:38.120,0:15:43.670
type of call to action so you are making
you’re basically leading Kevin to his

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personalized landing page and leading
Kevin into an exciting moment that will

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actually lead him to will will guide him
through the sales process and then

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another call to action here watch video
now you can even go deeper with a

0:16:00.589,0:16:06.949
stronger call to action and then
more personalization for VIPs like you

0:16:06.949,0:16:12.079
why? because maybe Kevin and Caroline
made the reservation using again as I

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said before the loyalty card ID or
maybe they have already been in they

0:16:17.180,0:16:21.139
have been in the hotel before so based
on that information you can say for VIPs

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like you maybe if it there all this was
their first time at this hotel you would

0:16:26.570,0:16:30.410
say something different so like these
are some these are some of the things

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our clients love about our hotel or
these are some of the and obviously

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those reviews etc would be from couples
that have had a great time if you are if

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you’re talking about Kevin Karoline and
other kids a baby kid maybe a baby boy

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you would be talking about you will be
saying you know I had a great time with

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my wife and my little boy they take care of
my baby like if he was theirs etc etc so

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all that is part of the personalization
so here you can base in this example the

0:17:07.429,0:17:11.360
personalization here based on the type
of as I said before type of customer

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first time or not type of hotel each
hotel in this example has made may have

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different characteristics type of room
maybe we’re talking about a low budget

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room which is maybe no maybe if it was a
low budget room you would have been

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showing a different level you would have
shown a different type of call to action

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here but maybe it is a suite or not etc
but basically these characteristics here can

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be can be a customized personalized
contextualized based on the information

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you have access to based on your augmented

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persona let me go before I show you a
personalized video example and other

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things let me go over the personalized
fields here so Kevin is the name of the

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person the link behind this personalized
thumbnail so this is a personalized

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thumbnail which is based on the buying persona again
it’s just textual

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information the thumbnail here for the
video that’s more contextualized

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information taking into consideration
the amount of days one of people their

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potential budget etc if their being
there they’ve been there before or not

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etc use all and you will be showing one
type of thumbnail or Naruto persona and

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behind the thumbnail wall or delink the
appealing behind of the behind the

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thumbnail will lead the person to a
personalized landing page based on again

0:18:37.800,0:18:45.390
on the buyer persona motivated by a
persona the joke here targeting men that

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are interested in golf and that are also
interested in food maybe them directly

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or their partners or targeting people in
general but you know what I mean then

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obviously the name of the the lid here
maybe you don’t have the name of your

0:19:04.950,0:19:09.510
customers maybe you do for only for some
of them so depending on the marketing

0:19:09.510,0:19:11.940
automation tool you use or your
marketing tool you use you can use

0:19:11.940,0:19:17.040
conditional fields so if you have the
name hi Kevin if you don’t have the name

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it would be hey or the message right
away so really depends but you can also

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use personalization for for this if you
know that they have been there before

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you can say welcome back or it’s so
great to have you back Kevin you know

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you can use a lot of things to create
more contextualized messages so maybe

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the you’ve probably heard this one
before is generic

0:19:42.630,0:19:47.280
for all of the elites or clients or
receive the email maybe maybe it is a

0:19:47.280,0:19:53.280
personalized field but maybe the my
doctor told me up to the proud of you

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all these is a personalized field based
on the buyer persona all this can be

0:19:58.320,0:20:03.390
automated as well obviously you have to
you previously need to worry you

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previously previously need to work on
the only messaging and all that but all

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that can be personalized and it scaled
do one individual up to millions of them

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automatically I’ll show you how in a
moment well at least tell you how in a

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moment more things we’re getting
everything ready for your state pad

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these seven priests hotel Marbella
that’s personalized field then from this

0:20:24.450,0:20:30.030
day here personalized feel again to this
field here then I may feel as well since

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you love you know the number one the
number one thing this person loves and

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the number two thing this person loves
based on another maybe maybe the your

0:20:42.390,0:20:48.210
partner etc we have a gift for you maybe
this we have a gift for you is for all

0:20:48.210,0:20:52.770
of them or maybe if it is new clients
you don’t want to say we have a gift for

0:20:52.770,0:20:56.600
you maybe you want to say these are some
of the things our hotel has to offer

0:20:56.600,0:21:01.380
this can also be a personalized feel
what your personalized video now to

0:21:01.380,0:21:09.720
learn more I try to not beat you to push
you here to you know to get the hard

0:21:09.720,0:21:18.330
sell here to use a softer tone a lighter
one because hotels usually have about

0:21:18.330,0:21:25.169
you know anything between 60 days to 90
days for anymore before the the the

0:21:25.169,0:21:30.110
arrival date for their guests so that’s
not enough time to actually create

0:21:30.110,0:21:36.750
pretty listen campaign drip campaign
through different channels emails phone

0:21:36.750,0:21:42.450
calls retargeting remarketing etc to
convert more to get more business out of

0:21:42.450,0:21:48.480
your the opportunity already half on the
table great more things so watch video

0:21:48.480,0:21:53.220
now obviously you can also personalize
these this text here and then what I

0:21:53.220,0:21:55.440
said before
maybe these characteristics here are

0:21:55.440,0:22:01.770
personal
based on the the profile for Kevin and

0:22:01.770,0:22:07.890
coloring great let me show you now a
personalized beat example and then a

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personal ad landing page along with it
and then I’ll come back here to this

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landing page well to this email to
explain how to do this from a technical

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perspective regardless of the marketing
automation tool you use okay at least

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the concepts are pretty much the same
obviously each tool will have pros and

0:22:27.930,0:22:34.170
cons yeah but this is basically to give
you a general idea okay if you have any

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questions feel free to write me an email
my email is hosi s ad personal dot-com

0:22:38.610,0:22:44.910
OCS like you see here Jos IAS at
personal I hear calm personal with a

0:22:44.910,0:22:49.980
nice calm great so this is a real real
case this is one of our clients flight

0:22:49.980,0:22:56.000
center they do something really smart
impressive after work basically they

0:22:56.000,0:23:03.870
help new leads that have entered through
their one of their physical branches

0:23:03.870,0:23:09.300
this is an OTA on our travel agency and
they help them feel basically they

0:23:09.300,0:23:14.760
engage in a really smart way with their
release before they receive their an

0:23:14.760,0:23:20.250
email with a quotation so this example
we have a couple Mattias and Christine

0:23:20.250,0:23:25.710
this couple has to request the
information for a vacation package to

0:23:25.710,0:23:32.820
travel to Zanzibar because of their
anniversary so all the information you

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see here landing page video text the
call-to-action here everything is being

0:23:38.970,0:23:45.720
a hundred percent personalized for each
individual

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so these videos landing page the
call-to-action everything is is being

0:23:53.040,0:23:58.950
created automatically by our platform
personal which integrates with their

0:23:58.950,0:24:07.740
marketing tools so basically whenever
our plot receives a trigger from their

0:24:07.740,0:24:11.880
marketing tool our platform
automatically creates the dynamic

0:24:11.880,0:24:18.510
content so in this case videos money
page text and the landing page the

0:24:18.510,0:24:26.850
call-to-action in other cases we also
create images we create email etc and so

0:24:26.850,0:24:35.010
all these happens in an automated way so
this is more or less what Kevin and Carl

0:24:35.010,0:24:40.470
right over here would sing now how does
this happen from a technical perspective

0:24:40.470,0:24:47.580
well as I said before we well you would
have well the main thing is to think

0:24:47.580,0:24:52.140
about it
as if it was a spreadsheet so think

0:24:52.140,0:24:55.800
about a spreadsheet where you have
column a column B column C each and

0:24:55.800,0:25:02.940
every column is basically represents
data that you can use like that textual

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information and also contextual
information textual information is

0:25:06.480,0:25:13.020
information the way it is
Kevin colouring room type from this day

0:25:13.020,0:25:15.720
to that day that’s detection information
in the contextual information is

0:25:15.720,0:25:18.450
translating that information the
information you have access to into

0:25:18.450,0:25:24.150
something that is actually useful based
on your customers context so if you’re

0:25:24.150,0:25:30.980
not general traveling with kids don’t
show them baby images if they are

0:25:30.980,0:25:37.350
traveling for for business don’t show
them people having a great time in the

0:25:37.350,0:25:46.980
beach or if they are traveling for it if
it is a whole family done you know five

0:25:46.980,0:25:53.970
kids and a couple don’t show them images
of a happy couple eating in a restaurant

0:25:53.970,0:25:57.520
because what they want is their kids to
have a great time

0:25:57.520,0:26:04.090
in maybe they’re all you know actually
they’re not at all maybe there are you

0:26:04.090,0:26:08.080
know between anything between five and
eleven years old

0:26:08.080,0:26:13.330
so take all that into consideration so
basically you can think about it as if

0:26:13.330,0:26:17.110
it was a spreadsheet
most companies out there use

0:26:17.110,0:26:21.220
spreadsheets for their marketing or
their ops in general you can also use

0:26:21.220,0:26:24.520
that for your marketing chances are that
you already use them to create even

0:26:24.520,0:26:30.220
working campaigns you can also use
marketing software’s like active

0:26:30.220,0:26:33.190
campaign which is a great marketing
automation software you can use

0:26:33.190,0:26:38.920
software’s like Salesforce or
Infusionsoft well they change their

0:26:38.920,0:26:44.950
name (Keep) but you know it’s well more or less
or you can use even MailChimp you can

0:26:44.950,0:26:51.850
use a simple Google sheet or you can use
um HubSpot

0:26:51.850,0:26:55.600
there are countless CRMs countless
marketing automation tools you can use

0:26:55.600,0:27:01.350
to create decent email marketing
personalized email marketing

0:27:01.350,0:27:06.100
personalized email sorry for your
marketing if you want to go the extra

0:27:06.100,0:27:10.929
mile creating personalized multimedia
content then you need chances are that

0:27:10.929,0:27:14.170
you need a specific tool or platform
like ours Pirsonal you can go to

0:27:14.170,0:27:19.990
https://pirsonal.com to know more about it to
create personalized images videos

0:27:19.990,0:27:26.830
landing pages calls to action in video
calls to action etc and actually a lot

0:27:26.830,0:27:33.370
more but your you don’t need not in
every case I mean you don’t always need

0:27:33.370,0:27:39.580
to create multimedia content to create a
powerful personalized email so what

0:27:39.580,0:27:48.040
matters here is to actually base your
message in your target audience but not

0:27:48.040,0:27:54.390
only as a segment go you know go deeper
think about the augmented buyer persona

0:27:54.390,0:27:59.260
which is something your data will tell
either in real time or because

0:27:59.260,0:28:04.240
you have had time to create to play with
you data and create a campaign so most

0:28:04.240,0:28:10.690
companies out there just they do a
really basic personalization in their

0:28:10.690,0:28:18.160
marketing and then the second batch of
companies would do a more complex

0:28:18.160,0:28:23.440
personalization but based on the textual
information and then really smart

0:28:23.440,0:28:29.530
companies we do would use the context to
create a more contextualized message

0:28:29.530,0:28:36.280
that helps them over you know basically
stand out from your competitors and even

0:28:36.280,0:28:39.220
to it’s not about you know your
competitors competition accelerates

0:28:39.220,0:28:43.540
about your
it’s about Kevin actually so use

0:28:43.540,0:28:47.860
everything you have in your power to create
a type of content the type of message

0:28:47.860,0:28:52.540
that Kevin needs to convert to feel at
home before he gets to the hotel in this

0:28:52.540,0:28:56.890
example and to buy before he gets to the
hotel because that’s more revenue for

0:28:56.890,0:29:02.650
you the more Kevin buys before he gets
to the hotel in this example again the

0:29:02.650,0:29:08.200
better because that means that he has
even more chances to buy more and to

0:29:08.200,0:29:12.070
spend more money once he gets to the
hotel because we’re talking about

0:29:12.070,0:29:18.610
different budgets you know families also
have their budgets not only companies so

0:29:18.610,0:29:22.330
great so if you have any questions I’ll be
more than happy to help you let us know

0:29:22.330,0:29:28.419
if you are a hotel we have a hotel an
agency focused on hotel marketing

0:29:28.419,0:29:32.679
personalized personalized marketing for
hotels where personalization plays

0:29:32.679,0:29:36.460
multimedia personalization plays a huge
part of it and if you are any other type of

0:29:36.460,0:29:40.480
company will be more than happy to help
you as well through Pirsonal where we do

0:29:40.480,0:29:45.490
we help basically companies convert more
using personalization in a way that

0:29:45.490,0:29:49.929
actually blows their customers’ minds
using multimedia content personalized

0:29:49.929,0:29:54.610
multimedia content to get higher
conversions increase revenue per

0:29:54.610,0:29:59.830
client more clients coming back better
user experience customer experience more

0:29:59.830,0:30:04.540
sales in general great so thank you very
much for your time and if you have any

0:30:04.540,0:30:10.200
questions please feel free to reach out
my email Josias –[at]– pirsonal
with an I dot com

0:30:10.200,0:30:17.590
Have a great day!

0:30:17.590,0:30:21.670
And don’t forget to subscribe to
this channel. Thank you!

0:30:21.670,0:30:23.820
Bye

What is Personalized MarketingMarketing Segmentation