B2B email marketing: 3 strategies for advanced personalization

Turn monotonous B2B emails into personalized conversations. Learn how to create engaging experiences that speak directly to your audience.

Chat with MarTechBot

Picture this: You’re at a private art showing. The curator greets you, recalling your love for impressionist art and leads you to an unseen Monet. It’s perfect. They remembered what you liked, and it shows.

That feeling of being special? That’s what we’re aiming for in B2B marketing.

Your inbox should be more than a drop zone for flyers. It should feel like that curated gallery where every email is crafted just for you, echoing your business needs. Imagine B2B emails that ditch the generic approach for something as personal as a gallery owner’s welcome.

That’s the mastery of email personalization — it’s more than a “Hi [First Name],” it’s a suite of experiences, each one a handpicked conversation starter.

This article explores how to mix data segmentation, dynamic content and behavioral cues like a palette of colors to create emails that feel like an exclusive showing for your B2B contacts.

Advanced strategies for personalizing B2B email campaigns

B2B marketing emails are often lost in the mountain of the daily inbox, but they don’t have to be. 72% of consumers only respond to email messages directed toward them – that is personalization. By leveraging advanced strategies for personalization, you can ensure your messages reach your audience and resonate with them on a deeper level.

1. Using data segmentation

In B2B communications, data segmentation is your lighthouse. It organizes and clarifies the path to your audience, providing your team with actionable insights that drive sales and marketing success. 

With segmentation, your message isn’t just sent — it’s tailored, fitting the recipient like a glove fits a hand. Remember, a staggering 78% of the success of email marketing campaigns is attributable to adept subscriber segmentation — your emails could be part of this statistic.

Choosing audience types

The heart of crafting a resonant email campaign is identifying the right audience segments. It’s a thoughtful blend of art and analysis, requiring a sharp interpretation of various data to segment your audience effectively.

Here’s how you can leverage the power of each type:

  • Behavioral data. Track customer interactions like email clicks and website visits to map out their interests and engagement peaks. This real-time data lets you sync your messages with their current interests, ensuring relevance and timely engagement.
  • Firmographic data. In B2B, segmenting by company size, industry and revenue can be pivotal. It’s like ecosystem mapping – knowing the terrain helps you tailor your conservation, or here, conversion strategies, ensuring your message lands well with businesses that match your ideal profile.
  • Demographic data. Job titles and seniority levels cut straight to the chase, helping you personalize communications for every stratum in an organization. It’s the equivalent of fine-tuning your pitch to ensure it resonates with each individual, from interns to executives.
  • Technographic data. Diving into a company’s tech profile can uncover opportunities for your product to address its specific challenges. Leveraging this often-overlooked strategy can set you up as the perfect fit for their technological needs.

Dig deeper: Email marketing strategy: A marketer’s guide

2. Elevating email impact with dynamic content

Dynamic content is like a chameleon, adapting emails to match each B2B recipient’s unique tastes. It’s a tool that converts generic broadcasts into customized messages, changing text, images and calls to action based on what you know about your audience, creating a tailor-made experience for each reader.

The benefits of dynamic email content include:

  • Boosted engagement. Embed dynamic content to make your emails stickier. It’s not just effective — it’s proven — with 63% of marketers seeing a jump in conversions with a personalized approach. Your emails go from inbox fillers to meaningful dialogues.
  • Improved customer journey. Your email is your digital greeting, setting the tone for future interactions. Like a personalized shoutout, dynamic content helps build loyalty and can convert casual visitors into devoted customers, potentially leading to sales.
  • Efficient personalization. Dynamic content is a time-saver. You design one template, but each subscriber feels it’s been crafted just for them. This allows you to meet diverse needs seamlessly, minus the heavy lifting of individual customization.
  • Driving actions. Enhanced click-through rates are the lifeblood of email marketing. Dynamic content, tailored to match recipient interests, doesn’t just capture eyeballs — it spurs clicks, boosting site traffic and audience involvement.
  • Sales growth. At the end of the day, it’s about increasing revenue. Dynamic content uses customer insights to turn engaging content into actionable results, nudging subscribers from interest to purchase.

Dig deeper: From campaigns to conversations: The future of email marketing

3. Harnessing behavioral triggers in email campaigns

Leveraging behavioral triggers can revamp your email campaigns, turning them into personal conversations with prospects. Trigger-based emails have been shown to outperform standard blasts by 497%, pinpointing the prime times to reach out.

Here’s how they transform email marketing into a resonant, responsive experience:

  • Email engagement. Track engagement to see what’s hot for your prospects. Use this to inform your next move, crafting content that hits close to home and increases the chance of a sale.
  • Website visits and page views. Monitor on-site interactions. A visit to your pricing page could signal purchase intent. Follow up with content that answers their questions and shepherds them towards buying.
  • Abandoned carts or forms. Don’t let incomplete actions go to waste. Trigger reminders or incentives to bring those prospects back, reducing fallout and bumping up your numbers.
  • Time-based engagement. Use time-based triggers to keep your brand top of mind, re-engaging those who’ve drifted away.
  • Event registrations and webinar attendance. Customize communications for event-goers. Whether they attended or missed out, ensure they get value from your content.
  • Feedback and surveys. Use survey responses as triggers. Addressing concerns or thanking for praise shows you listen and act, enhancing customer relationships.
  • Social media interactions. Respond to social interactions with personalized emails. It’s a nod to their engagement and an invitation to continue the conversation.

Dig deeper: It’s time to say goodbye to your email open rate

Tactical email prompts from user actions

Ever abandon a sign-up midway? That nudge you get to finish up is behavioral targeting in action. Beyond reminders, here’s how it gets creative:

  • Download follow-up. Snagged a whitepaper or video? Expect an email with more goodies or an invite to talk shop, nudging you down the funnel.
  • FAQ browsers. Lurked on the FAQ page? A timely email can clear up any fog, turning your question marks into action points.
  • Cart forgetters. Left something in your cart? A gentle email nudge with a sweetener like a discount can turn maybes into purchases.

Why behavioral triggers win at email marketing

Behavioral triggers in email marketing are powerful for several reasons:

  • Ultra-personal touch. Emails responding to your moves don’t just hit the inbox — they hit home, skyrocketing engagement and chances of a follow-through.
  • Nurturing with precision. With behavioral triggers, you’re not just nurturing leads — you’re escorting them personally to the checkout line.
  • Clockwork efficiency. Say goodbye to manual follow-ups. Automated behavioral emails are timely, tireless and never miss a beat.
  • Smart campaigns. User actions are a goldmine of insights, shaping smarter, data-backed email campaigns for better results every time.

Dig deeper: How to boost marketing engagement with behavioral science triggers

Crafting impactful B2B email journeys

Integrating behavioral triggers into email campaigns allows marketers to create experiences that resonate with users on a personal level. It’s an approach that recognizes and responds to user actions, creating a dialogue between the user and the brand. By delivering content that users find relevant, you’re acknowledging their journey and providing them value exactly when they’re most receptive to it.



The overarching goal is clear: use behavioral triggers to send the right message to the right person at the right time. By doing so, you can craft more relevant, engaging and successful email campaigns that drive real results.

Email:


Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.


About the author

Stephanie Trovato
Contributor
Stephanie Trovato is an experienced marketer and content expert in the B2B space with a background in international trade and marketing analytics. A multi-channel storyteller and strategist with over a decade of copywriting and content marketing experience, Stephanie's expertise spans the marketing, technology, SaaS, eCommerce, and workplace management industries. Her work has been featured on many industry-leading sites, including Oracle, Evernote, HubSpot, Investopedia, and Forbes, as well as dozens of business websites. She earned her BS in International Trade & Marketing at FIT in NYC and lives in NY.

Fuel for your marketing strategy.