When a new customer is added to my accounting program, add the customer to a list in my email marketing tool – This zap enables you to automatically add new customers from your accounting tool into your email marketing system. From there, you can send them appointment reminder emails, product usage emails and more. It works with a number of billing & accounting applications, including Xero, Quickbooks, PayPal, Freshbooks, Stripe, WHMCS, Chargify, Recurly, Harvest, Zuora and more.

Ask for the right information upfront: Great personalization starts way before you hit the ‘send’ button. It all starts with your sign up form. Without data such as name, company and location, you will be very limited with your personalized communication. Remember to only ask for the information you need, rather than the information you want. This is one of the ways that GDPR has impacted marketing teams.

With this in mind, keep returning to these analytical markers throughout your eventual campaign. Continual research and analysis give strategies, the ability to roll with the punches and evolve following current events. The best strategies are not set in stone. With the ever-changing digital landscape, it is vital to leave a bit of flex within your overall strategy.


As long as you are keeping track of your client’s most recent appointment times, this kind of automated reminder email is quite easy to set up. Use a custom date field to record when their last appointment time was, then set up the email to be sent 3 months later (or whatever your recurring schedule is) to remind them that they are due for their next appointment.

Personas provide a multi-dimensional method of targeting. They’re based, as the name suggests, on a projected persona for each customer ‘type’. Get it right, and personas can help you enormously in both predicting behaviour and personalising your communications. Personas are a powerful technique, and they’re increasingly used to improve the usability and customer centricity of communications.


Use compelling copy – It’s important in your automated emails to create desire towards the conversion action, and there is no better way to do this than by using compelling, benefit-focused copy. We regularly use copywriting formulas such as the PAS formula or the BAB formula to achieve this in our own email campaigns, and they are two resources worth checking out. Alternatively, if those formulas don’t quite fit the message of your email then use these 5 persuasion techniques to help you write email copy that converts.
Messages which require online action work better in email than DM (direct message on social media), whereas calls-to-action to text to a shortcode or download a mobile app work fine within a DM. RFM and response analysis will indicate channel preference since customers with a preference for specific online channels will be more responsive in them and will make more purchases online.
This kind of initial research and analysis is incredibly important. If you include anything which you haven’t subjected to research, analysis, insights, experience, and expert opinion, it simply won’t fly. This is important. Everything these days has to be tailored very specifically to your brand and your personal customer experience. Your competitor might have an amazingly successful marketing strategy (and it's good to learn things from what they're doing!), but that doesn’t mean that the same kind of thing would be as successful for your brand.
Location: Businesses that offer local service, such as a lawn service company, obviously need to target local customers, but regional, national, and global companies can also benefit from location-based personalization. Consider running special campaigns for customers in a specified location based on regional events or what’s happening at your local office.
The ideal type of opinion (unrelated to your expertise) is one that doesn’t offend anyone, but makes some people relate to you more. For example, I’m a vegetarian. I used to protest whenever there wasn’t a big piece of meat on my plate. But when I tried eating just veggies for a couple of months, I realized I felt a lot more energetic. Sure, it’s more ecological. And often animals are treated cruelly. But those aren’t the things I emphasize if someone asks why I’m a vegetarian. No one in their right mind has a strong negative reaction to someone eating food that makes them feel energetic, right? But for some vegetarians it’s a very meaningful choice, so it might have a positive impact on those people. That said, I highly doubt that my choice of diet have any direct impact on my sales.
Ask for the right information upfront: Great personalization starts way before you hit the ‘send’ button. It all starts with your sign up form. Without data such as name, company and location, you will be very limited with your personalized communication. Remember to only ask for the information you need, rather than the information you want. This is one of the ways that GDPR has impacted marketing teams.
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