WPForms Blog

WordPress Tutorials, Tips, and Resources to Help Grow Your Business

4 Clever Email Personalization Examples to Win Over Your Leads

by Shahzad Saeed on Oct 1, 2018

Looking for email personalization examples for inspiration? Leads often ignore marketing emails because they’re boring and generic. With some email personalization tweaks, you can grab your visitors’ attention and make your emails more engaging.

In this article, we’ll show you some email personalization examples you can use in your email campaigns to win over your leads.

Email Personalization Stats

Building an email list is great, but if your leads aren’t engaging with your emails, you’re wasting your time and money. The best way to make your emails engaging is to personalize them to each individual so they’re targeted and address your leads’ needs and concerns.

In fact, personalized emails are proven to bring in sales and revenue. Take a look at a few email personalization stats:

Now that you know why email personalization matters to your business, let’s take a look at a few tricks to personalize your emails.

1. Personalize With Name

Do you want to personalize thank you emails you send to your leads? A personalized thank you email makes your leads feel good.

With WPForms, you can send a customized thank you email to those who submit your form without any expensive email marketing tool.

Follow the below steps to create and send a thank you email to your users.

Go to Settings » Notification.

The default notification will be set up to send you an email notification, complete with the information your site visitor filled out on your form. So, you can leave this notification alone.

Next, click Add New Notification.

Add New Notification

A modal will popup asking you to name the notification. You can name it whatever you want since it’s for you reference only.

New Notification Name

Click OK.

You’ll now have a new notification to personalize for you site visitor. But first, erase {admin_email} so this notification isn’t sent to you.

Then, click on Show Smart Tags in the Send To Email Address and click on Email.

email notification smart tag

You’ll notice a short bit of code, called a smart tag, appear in the Send to Email Address option, such as {field_id=”#”}, where # is replaced with the specific field number on your form. This smart tag will automatically fill in the email address that the user inputs when filling out the form.

After this, you can customize the message that users will receive, using smart tags if you want to further personalize the email notification.

customized message

For help with sending out more than one form notification, refer to this step by step guide on how to create multiple form notifications in WordPress.

2. Segment Your Email List by Manual Selection

Segmenting your email list is a powerful strategy to personalize the emails you send to your prospects. Segmenting allows you to categorize your subscribers into a distinct group based on a common characteristic such as user activity, interests, preferences, etc.

When you have a group of prospects who share a common characteristic, you can send personalized emails to each of those groups addressing their common concerns and needs.

WPForms allows you to collect highly targeted and segmented email lists by allowing users to choose a group in a list.

For example, if you’re a publisher who runs a blog with a variety of different categories of content, you can allow users to choose a specific category they are interested in. Or in other words, you can allow them to choose a specific group in your list so that they receive updates only from the category they like.

If you’re using MailChimp, you can learn how to allow users to select MailChimp Groups in a Form.

3. Use OptinMonster to Automate List Segmentation

In many cases, allowing your prospects to manually select a group is a great strategy to segment an email list.

But, manual selection requires your visitors to provide additional input, which can be a turnoff to some of your visitors.

But what if there is a way to automatically segment your list on the basis of user behavior without the need of an additional input?

With OptinMonster, you can easily build a hyper-targeted and segmented email list by learning the user behavior of each individual on your site.

For example, imagine that you’re running a website about dogs and you want to grow a segmented list with different groups on it, with each group representing a dog’s breed.

With a typical list building method, all your leads will receive generic emails about all the different breeds, regardless of what interests them, which makes your email list less engaging and effective.

optinmonster example

With OptinMonster’s page-level targeting, you can build a segmented email list by showing a unique optin based on specific pages, referral sources, or other areas on your site.

In our above example of a dog related website, this means when a visitor is on a page that provides information about Labradors, you can show an optin with a picture of Labrador and add those prospects automatically to the Labrador group in your list.

When you do this, you ensure that the emails you send are personalized and match the interests of your leads.

You can read more about OptinMonster’s page-level targeting here.

With WPForms, you can even connect your WordPress forms with OptinMonster. For help with that, check out our tutorial on how create a contact form popup in WordPress.

4. Personalize Your Business

You don’t always have to use your site visitor’s information to personalize your email campaigns. In fact, you can use your brand to boost open and click through rates just as effectively.

HubSpot did just this in one of their A/B tests.

Sending out two email campaigns, one from the company, and one from a member of their marketing team, the results were convincing that personalization works:

  • The email from the company resulted in a click through rate of 0.73%
  • The email from the team member had a click through rate of 0.96% and had 292 more clicks

This showed HubSpot that people prefer more personalized emails, even from businesses.

You can use this strategy in your own email campaigns, much like we do here at WPForms:

email personalization example

Notice we also personalize the email with the user’s name, like we recommend in the first tip.

In addition, we add the logo of our company, which adds a personalized touch and assures people that we are the ones sending the emails.

For help doing this with WPForms, check out this documentation on adding a custom header image in your email templates.

Email Personalization Best Practices

For best results, follow these email personalization best practices:

Create Smart Customer Segments

Decide on what segments or groups you want to set up for your email list. If you’re not sure where to start, try segmenting based on some of these ideas:

  • Blog categories
  • Shopping behavior
  • Position in the customer journey
  • Location and time zone
  • Website behavior
  • Email open times
  • Survey or poll results
  • Email engagement

You’ll notice an increase in both open and click through rates if you segment your campaigns and give people information that they want.

Customize Emails

For higher open rates, you can customize your email subject lines and email openings by using real names.

For help setting up your email notifications, and using smart tags to add the user’s name to the subject line, check out this documentation on using smart tags in WPForms.

Measure Your Emails’ Performance

If you’re wondering whether your email personalization tactics are generating results, you can install the MonsterInsights plugin on your site to track the performance of your emails with Google Analytics.

And there you have it! You now know some of the best strategies for personalizing your email campaigns to win over leads.

If you’re looking to grow your email list, using the right tools is essential. Check out this round up of the 4 best lead generation plugins to grow your list and get started today.

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.

And don’t forget, if you like this article, then please follow us on Facebook and Twitter.

Comments

  1. Thanks for reading this article – I hope you found it helpful.

    I wanted to let you know about our new WordPress survey plugin that allows you to build interactive polls and surveys within minutes. You also get best-in-class reporting, so you can make data-driven decisions.

    You can get it 100% free when you purchase WPForms Pro plan.

    Get Started with WPForms Today and see why over 1 million websites choose WPForms as their preferred online form builder.

    Syed Balkhi
    CEO of WPForms

    1. Hi Allie,

      This depends on what styles you’d like to change. We have built-in options, for example, to add a header image or change the background color of emails.

      If that’s not what you have in mind, please get in touch so we can better address what you’re looking for.

      If you have a WPForms license, you have access to our email support, so please submit a support ticket.

      Otherwise, we provide limited complimentary support in the WPForms Lite WordPress.org support forum.

      Thanks 🙂

Add a Comment

We're glad you have chosen to leave a comment. Please keep in mind that all comments are moderated according to our privacy policy, and all links are nofollow. Do NOT use keywords in the name field. Let's have a personal and meaningful conversation.