Personalized Marketing Automation [A 30-days Plan For Killer B2B Emails]

Personalized marketing automation can make a huge difference in your marketing and sales outreach results. Marketers know that even when 1:1 personal messaging platforms have become mainstream, email marketing is still the most effective way to engage individual customers and prospects.

Today, I’ll help you create a 30-days plan to create B2B emails for your account-based marketing and sales strategy using personalization and automation to scale the process to a certain degree.

Just to give you some context, there are over 5.6 billion active email accounts, of which 3.9 billion are checked by their owner every day.

Personalized marketing is also known as one-to-one marketing (one-to-one). It consists of creating strategies, relevant offers, content, and follow-ups focused on individuals, regardless of the size of the audience.

The use of marketing automation technology allows almost any organization to have a very high impact with a very measured effort. A marketing automation software can do this at scale practically regardless of the size of the audience with deep levels of personalization.

What Is Personalized Marketing Automation And Why Your Brand Should Use It

Personalized marketing allows brands to have better conversions in their marketing and sales efforts. The reason for this is quite simple. Consumers prefer messages that are 100% relevant to their context, with a high level of personalization.

This happens on both sides of the equation, for B2B and B2C market segments and across different demographics.

Generally, personalized marketing relies on marketing automation, email marketing, and customer relationship management tools (CRM) to make processes scalable. This is what you would call personalized marketing automation.

With this, you (more or less) make the same effort if you want to target three people within one organization or if you want to target thousands of individuals across a variety of businesses.

This process becomes really effective if you apply smart segmentation. This segmentation doesn’t come by default. It requires a lot of analysis and understanding of what makes a customer successful in order to facilitate loyalty and attraction of new customers.

Therefore, you should focus on cyclical processes whenever possible.

Back in the days, this was quite expensive but nowadays, any business can afford a decent marketing automation tool and sales engagement software.

How Marketing Personalization And Automation Team Up

Personalized marketing goes hand in hand with automated marketing. Automated marketing consists of the use of software and strategies to carry out marketing actions in an automated and scalable way.

In this context, scalability means that you are able to deliver countless customer touchpoints from preset rules, at any time of the day. With this form of marketing, you can adjust your messaging and type of content to the buying behavior of your audience, while keeping the marketing spend to the point.

This allows brands to be much more efficient, helping them to serve a variable number of prospects, leads, or customers dynamically. Even on-demand, from a prospect perspective.

Marketing automation tools rely on triggers and actions that allow you to build smooth marketing processes for one-time campaigns or to target within an automation workflow.

Personalization supports these processes with a personal touch with personalized offers, messages, recommendations, and a marketing experience that adapts to every single customer.

The goal of this guide is to help you get started with personalized email marketing as an integral part of your sales and marketing strategy. This detailed guide will help you achieve better marketing and business results, especially when interacting with leads and customers at scale.

I’ve divided the guide into four weeks. I do understand that as marketers and business development people, sometimes we simply don’t have time to stop, plan, and execute. But, trust me on this, it doesn’t matter if you are a ninja account-based marketer or if you are just starting, there are steps that are better to not skip.

Fair enough, there are steps you can accelerate based on your experience, time, and resources.

Week 1: Your Goals – The Most Important Step For A Consistent Marketing Automation Strategy

To create a personalized and automated marketing strategy, the most important step is to start with your business objectives.

This is how you’ll measure your personalization success. For this, align with other teams or people in your organization. Why? In many cases, there will be parallel objectives and even budgets that can help you avoid duplications.

The following video will help you define these business goals, especially if you are also thinking about personalized video marketing.

For example, perhaps the sales team wants to increase the percentage of qualified leads by 10%, as well as decrease the closing of the sale to one month and increase the number of closings by 5%.

In turn, the customer experience team may want to increase the average customer retention from one year to a minimum of two years, and LTV by $200. Often, investing in customer loyalty is more profitable than acquiring new customers.

This will determine every detail from here.

Personalized marketing and its automation are not about luck, but about strategy.

The same way customer satisfaction doesn’t just happen. Well, maybe a couple of times. To satisfy an individual customer repeatedly, you need to have a consistent process.

During this first week, talk to the different stakeholders in your organization regarding this project. Understand what their processes, needs, interests, and objections are with respect to the current state of the strategy in place or previous strategies.

For business to business leaders, this will usually be easier. They have fewer customers and these accounts have standardized needs.

This will help you in later phases to choose the necessary tools to achieve the objectives. Likewise, if there is a need to make an investment in tools, advertising, or the like, it will be easier to get the necessary resources if they are shared between several departments.

For example, if this strategy is used as part of your Christmas video marketing strategy, you may want to share save some budget by sharing goals with other departments. This is a smart way of saving money from your own department’s budget.

Week 2: Analyze Your Customer Base

Double-check your first-party data. Study your database of current, past, and potential individual customers. The goal is to find patterns that help you determine who and how your customers are. From that point, you’ll find your ideal customer for the personalized and automated communications that you will send.

There are several ways to do this study:

  • If you have a CRM or similar tool, this task is likely to be easier. Analyze the information based on the said tool.
  • Speak directly with different people on the sales team. Ask them questions that lead you to understand what prospects, leads, and customers really are like. Look for patterns regarding their concerns, purchase motivations, and objections.
  • Conduct customer surveys, interviews, and/or quizzes to help you get to know your target audience better.
  • Analyze customer support conversations and/or speak with the agents who hold them.

Here is a video I recommend regarding audience segmentation and how to create personalized messages based on triggers:

With this starting information, create a specific segment that you will target. Extract patterns to outline the ideal buyer persona or client and focus on the identified characteristics.

If you already had a marketing funnel or purchase funnel in place, this will be a piece of cake. Creating a marketing funnel forces you to structure your acquisition channels. This structure often comes with sales processes powered by buying habits and concerns.

Week 3: Personalized Messages And Hyper-personalization

In the first half of this week, select the information that you can use to create and trigger personalized and hyper-personalized messages.

The more contextualized these messages are, the better.

So, just sort all data column headers or titles you can use in a list or spreadsheet. These will probably be the dynamic elements you’ll use for your communications.

Especially at the beginning, it will be much easier if you only choose the data that you mostly have. That is, ignore the data that is generally poor because it is not present in the database of the audience you have chosen.

This other video will help you think creatively when selecting the personalized fields you will use later:

In the following list I mark in bold the data that we hypothetically have, and in gray the data that we mostly do not have:

  • Name
  • Last
  • name Company name
  • Position
  • Country
  • Industry
  • Date of last contact
  • Name of the product or service purchased
  • Name of the product or service on which you requested information
  • Agent who talked with the lead
  • Reason for not buying

Taking into account the above list, we would only use the data in black. It is likely that not all the contacts in your chosen database have this information, however, do not worry, since we will see later how to do it in those cases.

With this information, you can create synthesized versions of buyer personas.

A buyer persona is an archetype of the ideal client of your service or product, down to earth, based on real knowledge about current or past clients.

At first glance, it sounds like science fiction, but remember that you have been researching for more than two weeks by now.

The buyer persona takes into account specific sociodemographic data and information on aspects such as their online, personal, professional behavior, as well as their relationship with your company and its products or services.

Personalized Message Distribution: From Email Marketing Campaigns to Personal Messaging

During the second half of the week, you will focus on choosing the appropriate communication channel based on your targeted audience.

Focus on the distribution channel that you consider the most successful with respect to past initiatives towards the same audience.

Naturally, you must have the appropriate contact information.

In later phases, you will be able to customize the distribution channel, but at the beginning, I recommend that you focus on one channel.

In B2B environments it is very common to use email. In B2C environments, the use of email is also widespread; however, in recent years channels such as Facebook Messenger, Twitter or WhatsApp have become very important.

I recommend that you start by emailing your target audience since there are more tools available on the market to send personalized email marketing campaigns at scale.

However, you can also use SMS, chatbots, and even display ads.

Regardless of the distribution channel you choose, I have good news for you: any type of relevant content can be personalized in your marketing and sales outreach communications.

This means that you can customize the texts, images, videos, audios, and files such as PDF. In fact, you can even send letters by post.

Choose The Right Marketing Automation Platform For Your Personalized Marketing Campaign

Once you’ve chosen your distribution channel, it’s time to talk about tools.

There are many tools you can use to create personalized email content and campaigns. The choice of one or the other will depend on several factors such as:

  • Needs of your team and organization.
  • Budget assigned
  • If it will be a continuous or one-off use
  • Size of the database
  • Other functionalities required within the same tool to avoid duplication (analytics, CRM, sending SMS, chatbots, etc.)
  • Connection with other business tools
  • Level of dedication and knowledge of the tool by the person who will execute the strategies
  • And more.

These are some simple tools that I recommend for sending automated emails. These tools are valid in a wide range of uses and business typologies with small and medium audiences in mind:

  • ActiveCampaign
  • Mailchimp
  • Keap
  • Froged
  • Hubspot
  • Getresponse
  • Saleshandy

Week 4: Create Personal Marketing Messages At Scale And A/B Test

It is probably the most fun week. At last, it’s time to create, experiment, and try again.

Create the personalized email scripts, or any other type of message that you have chosen, taking into account all the dynamic data that you will use.

Remember that any type of content can be personalized. For example, personalized video marketing is very effective in increasing success rates related to clicks, email opens, and sales. With the right strategy in place, video personalization with personalized calls-to-action are about 200% more effective Taking into account the list of data that I mentioned above, below I will create an example for a fictitious person, B2B.

    • Date of the last contact
    • Name of the product or service purchased: HR Portal
    • Name of the product or service you requested information: integration with Sage 50 Agent who talked with the lead:
    • Reason for not buying

From this information, you can create an email structure, which will form a personalized email template that, once optimized, you can use in other campaigns.

Here is an example of an email template with dynamic fields:

Hi [Name], How are you doing today? I understand that these weeks are being crazy in [Country]. We have many clients there.

The reason I am writing to you is because [Agent who talked with lead] told me that you are interested in knowing more about [Name of the product or service on which he requested information].

In your case, as you are already a customer of [Name of product or service purchased], I have good news for you.

I understand that in [Industry] it is vital to have this upgrade for better management of human resources in an agile way. Especially now that many work from home.

Therefore, you have the option to enjoy [Name of the product or service on which you requested information] with just one click. It is an addon in your user panel, for a one-time payment of 599 USD.

I’d love to help you with this. Are you available for a call tomorrow 10 AM your time or Wednesday at 4PM? If you prefer, here is my calendar: URL.

Looking forward to hearing from you.

Best, Frank Doe.

I recommend sending follow-up emails based on the user’s interaction with the personalized email. For example, if the email has not been opened in 3 days, you may want to send another email automatically. Or if the email was opened but the person did not reply, you may want to call the person on the phone.

Usually, you will schedule two to three more sends over the course of two weeks to capture your lead’s or customer’s attention. This is something you should A/B test.

Once you’ve written your ideal message, select a percentage of your target audience to A/B test all personalized messages.

Based on the total size, I generally recommend 10% of the total, which in turn you can divide into subgroups.

The goal is that you don’t “burn” your database the first time, but that most people receive an already optimized message.

In the case of email, the most important step at the beginning is to optimize the title and the first line of content of the email, since it is what many will use as a reference to say whether to open it or not.

Use a personalized video platform like Pirsonal to increase engagement. You can try Pirsonal for free here if you want to manage this project by yourself. If you prefer a done-for-you approach, feel free to contact our personalized video marketing agency.

A/B Testing Your Personalized Marketing Automation Campaigns

At this point, it’s time to make your first A/B tests. When you have done this, wait around a week to assess the results.

You should pay attention mainly to:

  • Opening rates
  • Percentage of emails
  • Percentage of response
  • Percentage of clicks (if there is a link in the message)
  • Percentage of bounces (“bounce)
  • Percentage of unsubscribes

Once you have these results, you should assess what data to focus on to make improvements in your conversion for further testing or for scaling up the marketing strategies. Generally, email opening data is the most important and easier to retrieve.

Free 8 minutes trainingPersonalized Video Marketing Automation Workflow

Learn how to create personalized marketing automations with video with this 8 minutes training. Apply these concepts to any personalized marketing initiative to improve conversions and customer experience.

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