Download this must-have guide to start your marketing automation journey.

Blog
Personalized marketing, where to start?
2 min read

Personalized marketing, where to start?

Personalization is a key element when you address your customers or prospects. Today, who still wants to receive emails/ads for products/services they are not interested in? (not me)

In 2020, personalization represents 14% of companies’ marketing budget* and has become the top challenge for more than 80% of marketers*. And for good reason! Personalization has a direct impact on sales to prospects and customer loyalty. 

*source Kameleoon and storanova

 

Illustrated by a few figures:


You’re convinced and you want to jump into the game? Not so fast! There are a few prerequisites not to overlook…

  • Personalize using your database 

To start personalizing communications for your customers, it is essential to collect and leverage your DATA. It is often at this stage that everything becomes complicated if you do not have the right tools for proper customer relationship management (such as a CRM) or for tracking your leads (CRM and/or marketing automation)

Our first piece of advice is to segment your database: sort through the information and categorize it according to your sales strategy. 

 

  • Define your personas

A persona is a fictional representation of your ideal customer. You can define it after carrying out market research and analyzing the real data available to you. 

Defining your personas (prospects and customers) is the crucial step for determining your audience profile and how your product or service meets their expectations. The ultimate goal here is to know your targets in detail (socio-professional category, age, family situation, needs, habits, obstacles, issues, etc.) and segment them. This will greatly help you create personalized content: the better you know someone, the easier it is to know what to say to them!

For this step, we offer you a kit for creating your marketing personas. > Download the complete kit

  • Understand your customer journey

Knowing your customer journey will allow you to quickly identify needs and start a conversation with warm contacts. 

This is the basis of Marketing Automation. Indeed, if your goal is to send the right message, to the right person, at the right time, you will need to know what the stages of your customer journey are (from sale to loyalty) and what stage your customers and prospects are at.

For example, a contact can be considered interested (and therefore interesting) after requesting a demo, filling out a form, or when they have provided you with key information such as their budget.

Once your sales journey has been defined, you can set up campaigns based on a state, a score, or a behavior to deliver the right content to the contact according to the segment in which you categorized them.

These preliminary steps should be useful for using the different features of your Marketing Automation tool!

Discover our 5 tips for personalizing your communications with your Marketing Automation software: > View the tips

Continue exploring articles

EMAIL-TRACKING-RGPD

GUIDE: Marketing email tracking and CNIL compliance (GDPR)

Understand everything about email tracking and the CNIL's new recommendations to remain GDPR compliant while continuing to effectively manage your campaigns.

GDPR

Strategic guide: master Lead Nurturing for conversion

Lead nurturing is not just a sequence of automated emails. It’s the art of keeping a relevant conversation with your prospects until they’re ready to buy. This guide gives you the keys to structure campaigns that turn interest into revenue. 1. The diagnostic phase: lay the foundations Before writing a single line, you must define […]

How to track the performance of your marketing messages?

Introduction  You’re already well established in your market. Your target is clearly defined, your marketing channels are in place, and you may have even carried out an audit of your past activities. But one question remains essential: are your marketing messages truly performing? Whether it’s email, WhatsApp messages, SEA campaigns, social ads, or SMS, every […]

Why email statistics are essential to your strategy?

Let’s be honest: when we talk about email marketing, we often think about the subject line, design, the header, or even the famous CTA. But statistics? They’re sometimes pushed into the background… until the moment you ask, “But did someone really read this email?” This is where an analysis of open rates, clicks, bounce rates, […]

Statistics

CRM and marketing automation: how to (finally) align Sales and Marketing teams?

The opportunity nobody was asking for In 2025, the crisis of trust persists in our economies. This crisis of trust makes acquiring new customers a long, complex, and uncertain process. As in every crisis cycle of a system based on the continuous growth of sales of goods and services. In too many French companies, the […]

How to increase your ARR with marketing automation?

In an ultra-competitive SaaS environment, growing ARR (Annual Recurring Revenue) is more than an objective: it’s a matter of survival. Yet most efforts are focused either on sales teams or on paid acquisition. What if your ARR also depended on your ability to automate and intelligently orchestrate the customer journey? Marketing automation is not limited […]