How to personalize email: The key to building genuine connections

Crafting a personalized email is easier than you think. With the right data and examples, you can connect more authentically, earn trust, and spark better responses.

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Samantha Spiro
Samantha has over seven years of experience as both a content manager and editor. Bringing contact info to life is the name of her game. Some might say she’s a bit ‘SaaS-y.’

Personalized emails generate six times higher transaction rates than non-personalized ones, making them a vital tool for professionals in every industry.

 

Whether you’re crafting outreach emails or fostering internal communication, a personalized approach builds the bridge towards long-term trust.

 

This guide will walk you through the science of email personalization, including actionable tips, handy tools, and real-world examples.

 

Personalization in email communication

Personalization goes beyond addressing someone by their first name. You need to understand your recipient’s needs, interests, and context to create a message that feels like it was written just for them.

 

Here’s why it’s so impactful:

 

  1. Increases open rates: Emails with personalized subject lines are 26% more likely to be opened.
  2. Boosts conversion rates: Tailored content resonates better, leading to higher click-through and conversion rates.
  3. Strengthens relationships: Personal touches show recipients you value them as individuals, not just as leads or contacts.

Strategies to personalize emails

Leverage data for insights

The foundation of email personalization is data. Use information from your CRM, social media, or past interactions to gather insights about your recipient. Key data points include:

 

  • Name and job title: Basics that should never be overlooked.
  • Company and role: Tailor the message to their industry and responsibilities.
  • Recent activities: Reference recent achievements, social media updates, or press mentions.
  • Purchase or interaction history: For customers, focus on their past purchases or website activity.

Examples:

Generic:
“Hi there, I hope you’re well.”

VS

 

Personalized:
“Hi Sarah, congratulations on your recent promotion to Marketing Manager at Acme Corp!”


Write a compelling subject line

The subject line is your first opportunity to make a connection. A personalized subject line increases the likelihood of the email being opened.

 

Tips for subject line personalization:

  • Mention the recipient’s name or company.
  • Reference a shared interest or recent interaction.
  • Pose a question relevant to their industry or role.

     

Example subject lines:

  • “Alex, loved your recent webinar on SaaS trends!”
  • “Ideas to optimize sales at Acme Corp.”
  • “Quick question about your latest blog post.”


Tailor the opening line

Your opening sets the tone for the rest of the email. Avoid generic introductions and long sales emails and opt for a personalized touch.

Example opening lines:

 

Generic:
“I wanted to reach out about our new product.”

VS

Personalized:
“After reading your article on AI in healthcare, I thought you’d find our new analytics tool interesting.”

Segment your audience

Not every email needs to be crafted from scratch. Use segmentation to divide your audience into groups based on shared characteristics like location, interests, or behavior. Then, tailor your message to each segment.

Segmentation examples:

  • By location: Mention local events or trends.
  • By industry: Highlight how your solution applies to their field.
  • By behavior: Follow up on recent downloads, clicks, or purchases.

     

Example (for a customer who recently browsed laptops):


Hi Jake, still deciding on the right laptop? Our buying guide can help!

 


Incorporate dynamic content

Dynamic content uses placeholders to automatically insert personalized details like names, locations, or products. This is particularly useful for newsletters or automated campaigns.

 

Examples:

Generic:
“Check out our latest offers.”

VS

Dynamic content:
“Hi Lily, here are the top deals on cameras in New York this week.”


Pro tips for advanced email personalization

Use behavioral triggers

Set up automated emails based on user behavior. For example:

 

  • Send a “thank-you” email after a purchase.
  • Follow up if a cart is abandoned.
  • Share product recommendations based on browsing history.

     

Example:

 

Hi Emily, we noticed you left a pair of running shoes in your cart. Complete your purchase within 24 hours and enjoy free shipping!


Reference common connections

If you share a mutual contact, mention them warmly to build credibility and context.

Example:

Hi Jason, I was speaking with Sarah Doe, who mentioned you might be exploring CRM solutions.


Personalize the call-to-action (CTA)

Make your CTA feel personal and relevant to the recipient’s needs.

Examples:

 

Generic:
“Click here to learn more.”

VS

Personalized:

“Alex, explore how our SaaS solution can streamline operations at Acme Corp.”

Copy-and-paste email personalization templates

Networking email example

Building a professional network increases career growth and business development, but crafting a networking email that won’t land up in someone’s spam folder is tricky. 

 

Why?

 

Well, many struggle with finding the balance between being personable and professional while standing out in a cluttered inbox. This template addresses that pain point by focusing on personalization, showing genuine interest in the recipient’s expertise, and keeping the message concise.

Subject: Excited to connect, John!

Hi John,

I came across your LinkedIn post about sustainable business practices, and it really resonated with me. I’d love to discuss how our solutions could align with your goals at GreenXCompany.

Are you open to a quick chat this week?

Best regards,
[Your Name]

Sales follow-up example

Follow-up emails help maintain the train of interaction. Still, poorly executed follow-ups often fail to engage because they lack relevance or provide unclear next steps. This template solves that potential issue by aligning the message with their specific needs or problems.

 

Highlighting a specific feature of your product or service that addresses their challenges adds value and positions you as a solutions-oriented provider. Moreover, the straightforward CTA invites the recipient to take the next logical step in the conversation without being pushy.

Subject: Your interest in our analytics tool

Hi Lisa,

Thanks for exploring our analytics demo last week! Given your focus on improving customer retention, I believe our segmentation feature could be a game-changer for your team at BrightY. Would you like a deeper dive into the tool?

Looking forward to your thoughts,
[Your Name]


Tools that can help with email personalization and verification

From crafting personalized messages to ensuring your emails reach the right inbox, various tools can optimize your email campaigns and boost engagement rates.

 

Wiza: Personalizing outreach through LinkedIn integration

Wiza stands out for me personally because of its unique ability to integrate with LinkedIn, offering an efficient and personalized approach to prospecting. 

 

  • This tool connects directly with your LinkedIn account, allowing you to gather detailed, updated information about potential contacts. 
  • Beyond simply collecting emails, Wiza also verifies the accuracy of contact data in real-time. This verification ensures that your emails land in valid inboxes, reducing bounce rates and maintaining the quality of your email list.
  • Wiza’s real-time email verification feature is particularly useful for outreach campaigns that require a high level of precision. It scores contact information by validity and highlights risky emails, making it easier for you to personalize messages to verified leads. 
  • By automating much of the email data gathering, Wiza allows you to focus more on creating tailored content that resonates with your prospects.

     

Check it out for yourself

Hunter: Enrich your contact data with comprehensive profiles

Hunter is another powerful tool that can speed up email personalization efforts. It specializes in finding and verifying email addresses, but its true strength lies in the comprehensive data it provides. 

 

  • Hunter enables you to organize email lists with information like job titles, social media profiles, and company details. This added data allows you to craft emails that are specifically tailored to the recipient’s role or interests.
  • The tool offers a domain search feature, which allows you to verify multiple email addresses at once by checking the domain’s email validity. This can be extremely helpful when reaching out to larger groups or conducting cold outreach. 
  • With Hunter’s email finder and verification tools, you can segment your contacts based on key characteristics, making your emails feel more personal and relevant.

See it in action

Image Source: VerifyEmailAddress

For businesses just getting started with email personalization, VerifyEmailAddress offers a straightforward and free solution. This tool specializes in validating email addresses one by one, ensuring that your emails won’t bounce. 

 

  • While not as feature-rich as Wiza or Hunter, VerifyEmailAddress is an excellent choice for smaller-scale campaigns that require reliable verification at no cost.
  • Its simple interface lets users input a single email and instantly check its validity. While it lacks advanced features like CRM integrations or bulk verification, it’s a solid tool for personalizing emails to a select group of prospects or clients. 
  • If you’re just beginning to experiment with personalization and email outreach, VerifyEmailAddress is a practical solution for verifying the accuracy of your contacts and improving the overall quality of your campaigns.

     

Make it personal 

Personalization is your best shot at actually getting a response, whether you’re reaching out to new prospects, nurturing existing relationships, or reconnecting with past contacts. After all, a little personal touch goes a long way!

 

Let us know in the comments below if you have any personalization tips that have worked for you.
 

Commonly asked questions and answers
 

How do I personalize an email without being too intrusive?

Stick to publicly available information, like LinkedIn updates, company news, or website activity. Avoid delving into overly personal details unless they’re shared openly by the recipient.

 

What tools can help with email personalization?

Tools like HubSpot, Mailchimp, and Outreach offer dynamic content, segmentation, and automation features to personalize emails efficiently.

 

How do I measure the success of personalized emails?

Track metrics like open rates, click-through rates, and response rates. A/B testing subject lines or body content can also help optimize your approach.

 

Can personalization work for cold emails?

Absolutely! Research your recipient’s professional background, interests, or company goals, and craft a message that adds value or solves a problem they’re facing.

 

Author

  • Samantha has over seven years of experience as both a content manager and editor. Bringing contact info to life is the name of her game. Some might say she's a bit 'SaaS-y.'

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