Personalized Emails: How to Increase Engagement

Reading Time: 3 minutes

Are clients ignoring your emails? Maybe they don’t find them relevant or interesting. As consumers, we crave content we can relate to. Especially personalized emails!

However, while 70% of brands fail to use personalized emails, data shows that personalized emails deliver six times higher transaction rates! Segmented email lists can help provide more personalization, improve your open and click rates, and reduce the number of bounces from each campaign. Are you ready to give segmentation a go?

Here’s a brief overview on how you can personalize your next email campaign:

Categorize Client Relationships

Categorize personalized emails

What is your relationship with the clients who are receiving this email? Different clients demand different content depending on their history with your business. For example, if you are launching a campaign to book appointments with first-timers, you don’t want to lump existing clients into the same email. Additionally, if you are sending an email promoting a client appreciation event, you may only want to include your most loyal clients.

Sort by Demographic

This is perhaps the most basic level of segmentation. When new clients are added to your list, what information are you collecting along with their email addresses? Do you know their age? Gender? Street address? Even the most rudimentary information, such as location, can help personalize your messages. This is especially helpful if you are targeting clients who visit your offices in multiple locations.

Gauge Client Preferences

Email preferences

By tailoring content to customer preferences, you can increase engagement and decrease spending and spam complaints. Next time you survey clients or blog subscribers, consider asking the following questions:

  • How often do you want to receive updates?
  • What types of content do you prefer? (Ex: newsletters, blog posts, seminar updates)
  • How do you prefer to consume digital content? (Ex: By reading text directly in the email or following a link to read it on your website)

Monitor Personalized Email Activity

Email analytics for personalized emails

Are you monitoring how unique visitors spend time on your site? If not, you may be missing out on a big engagement opportunity. One way you can segment your email campaign audiences is by past activity data such as open and click activity. As a result, triggered mailings have higher unique click rates and higher open rates. Through automation software, you can send follow-up messages to clients who have downloaded a whitepaper or completed an appointment form. For example, if a user downloads a whitepaper from your website on annuity benefits, the next step might be sending a follow-up email offering links to articles that provide additional information. Once you have a segmented list of users who have opened each message of a particular sequence, you can send another email encouraging them to schedule a consultation with your office.

Want to get more personal with your clients? Segmenting your email audiences is a great place to start.

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Stephen Odom, CEO of The Impact Partnership


Chief Executive Officer

Stephen started in the insurance marketing business in 2001 as a new business consultant. In 2002 he was promoted to Director of Sales and built a 200 million book of business from scratch. By 2005, he was one of the top wholesalers in the country, working with some of the top financial advisors and insurance agents across the USA. In 2008, Stephen was promoted to Co-President of one of the largest IMOs in the country.

In 2011, Stephen continued his entrepreneurship path and co-founded The Impact Partnership, an INC 5000 company. Stephen is responsible for the strategic vision of Impact and is laser-focused on creating a culture of growth for both internal teammates and our amazing customers.

Stephen lives in Kennesaw, GA, with his wife of more than 20 years, Kendra. They are blessed with three beautiful children Katie, Tyler, Anna Brooke, and Laya, their German Shepherd and Luna, their BernieDoodle.