Prospecting using email marketing automation: 5 tips for success

Prospecting using email marketing automation: 5 tips for success
Summarize this article with:

Thanks to technological advances, it is now possible to take advantage of marketing automation . A relatively new term, it refers to all tasks carried out regularly, which can be automated using computer programs . This is particularly the case for e-mails intended for commercial prospecting .

Digital marketing takes a key place in the development of any business strategy. The digital route allows you to reach a wider clientele, while eliminating geographic barriers. Despite everything, when you use Marketing Automation , the objective is not to become intrusive with consumers. Here are 5 tips for a successful campaign!

Classify your customers according to their specificities

In marketing automation , the most common mistake is to schedule the sending of a generic email to all your contacts at well-defined periods (arbitrarily). This technique allows you to save valuable time, but the recipients may not be receptive. The reasons ? Too much intrusion, too archaic an approach, no consideration of their needs, etc. In the end, we don't see the use of it.

Take the time to understand your customers and determine their needs! Indeed, you are not going to send exactly the same content to a customer who is in the process of purchasing your product and to another who is just starting to discover it. The technique of maintaining good contact with your prospect is called “lead nurturing” . To implement it correctly, you will need to consider: the stage of the purchasing process , interests , the right time to send emails and the content itself.

Create a specific and ergonomic email

From now on, say goodbye to emails filled with text boasting about your product! Keep in mind that, on average, your prospect will only spend a few seconds in front of your content (they're already busy enough). So, make sure to make it attractive, thanks to beautiful visuals and clear illustrations. Also, use calls -to-action to redirect readers to your page with a single click! This will further simplify the purchasing process.

In any case, the objective is not to put forward a parade of colors. Instead, call on a team of infographic designers who will put together something simple for you, but which will seduce you at first glance. However, in addition to the neat visual appearance, you must not forget to highlight the chosen message in your communication strategy . Eh yes ! The email must follow a editorial line .

Email marketing

Track your email performance

The main advantage of digital is being able to put concrete figures on the performance of your email campaign . By inserting, for example, calls-to-action to your website in your emails, it will be possible to check if the number of its visitors has increased. Thus, to properly assess your performance, it is essential to set SMART objectives and see if they have been achieved. In case of failure, you will have to rectify the situation quickly and adapt your communication strategy to the expectations of prospects. In addition to the number of visitors, pay attention to the opening, click and unsubscribe rates!

To do this, you will need to go through a test phase before using Marketing Automation for your end prospects. Target a very specific panel of testers to which you will send a first draft of emails, and see their behavior! It is imperative to ask 4 questions : "Does my content have added value?" Did my prospect understand my message? Is its content specific enough? Have I sent my message at the right time? ».

Optimize Marketing Emails for Mobile Devices

According to a study conducted on consumer browsing habits, mobile phones are now more used (42%) compared to computers (38%) and tablets (7%). Obviously, this will essentially depend on the age of the prospects, because older people are more reluctant to change.

Therefore, you will need to ensure that the mobile rendering of your marketing email is pleasant to look at and encourages you to scroll through it until the last lines. Also, when the prospect is redirected to your website , don't forget to do the same for him. That the sections are arranged ergonomically so that the Internet user is not lost in a clutter. The experience must become just as qualitative as on the computer.

Concretely, you will need to use the services of web developers who will be assisted by your marketing team . These 2 entities will absolutely have to work together since the developers will take care of the technical aspect (setting up the site), while the marketers will ensure that the company's strategy is respected.

Send your emails when you need them

This deserves special attention, because the choice of when to send an email is very often crucial. You don't have to set a single time for all your contacts. As mentioned previously, segmentation will be necessary for better results.

First of all, separate your private (B to C) and professionals (B to B) customers! Professionals will be more free at 10 a.m. and 2 p.m., except Monday and Friday. Indeed, the start and weekend are generally devoted for meetings with management. If they are regular, it is very possible that they take place before lunch (11 a.m.) or in the middle of the afternoon (3 or 16 a.m.). For individuals, the conducive moment is harder to determine, because the target can be students with a more flexible timetable. You can conduct a small investigation into their web browsing habits if necessary.

Having a database on your prospects will allow you to create a climate of trust, where they will know that you are concerned about their needs instead of thinking only of your financial benefits. The more reassured a prospect, the faster he will become one of your regular customers.

 

Summarize this article with:

To go further

Top sales engagement software to boost your results

Top sales engagement software to boost your results

Discover the best sales engagement software for 2025 to automate, personalize and boost your sales results according to your needs.
Copywriting: Keyword placement in prospecting content

Copywriting: Keyword placement in prospecting content

Keyword copywriting: tips for placing your keywords in prospecting content and boosting visibility, engagement and conversions without over-optimization.
AI prospecting: How style=

AI Prospecting: How AI Saves You a Crazy Amount of Time

AI prospecting: automate research, qualification and follow-up to save time, increase your conversion rates and boost your sales efficiency.
The importance of content marketing

The importance of content marketing in 2025

Over the years, content marketing has undergone a significant transformation. In its early days, it focused primarily on creating informative texts.
How to effectively detect and use style signals =

How to effectively detect and use business signals in 2025

Master business signals in 2025: detect, analyze and use each opportunity to boost your B2B prospecting and increase your conversions.

Rim test on the SEO

Got it, we'll send it to you
right away!


our free 2025 playbook on
multi-channel prospecting