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What to Research Before an Email Campaign?

What Do You Need Before Creating Your Content?

Before diving into content creation for your email campaign, it’s essential to have a clear understanding of your target audience. Knowing who your potential customers are and why they should care about your message is the foundation of a successful campaign.

1. Understanding the Target Audience:

Who Is Your Target Audience and Why?

  • Identifying your target audience is the first step. This includes understanding the typical job titles that make up your personas, their industries, and geographic locations. For instance, are you targeting decision-makers in the tech industry or marketing managers in retail?

Diverse Industries and Their Discrepancies:

  • The variety of industries your clients belong to can significantly influence your approach. For example, a tech company might have different pain points compared to a financial services firm. Understanding these nuances allows for more tailored messaging.

2. Channels of Client Acquisition: 

How Do Clients Find You?

  • Understanding how your customers engage with your business is crucial. Whether through LinkedIn, referrals, or direct search, knowing this helps refine your approach and make your campaign more effective.

Identifying Client Needs and Pain Points: What Are the Main Needs and Problems of Your Potential Clients?

  • Every potential client has unique needs and pain points. Understanding these is critical to positioning your product or service as the solution they’ve been searching for. For instance, if your clients are struggling with lead generation, you’ll want to highlight how your service can streamline this process.

What Client Pain Does Your Product or Service Address?

  • Pinpoint the specific problems your offering addresses. Whether it’s improving operational efficiency, reducing costs, or enhancing customer engagement, your emails should clearly articulate these benefits.

3. Personalization and Customization of Communication: 

How Do You Plan to Personalize Your Emails?

  • Personalized communication is key to engaging your audience. Tailoring your emails to speak directly to the individual needs and interests of your recipients can significantly improve your campaign’s effectiveness. This could involve addressing them by name, referencing their industry, or highlighting how your product addresses their unique challenges.

What Data or Information is Essential for Effective Personalization?

  • To personalize effectively, you need certain data points, such as the recipient’s name, job title, company name, and industry. The more you know, the more relevant your messages can be.

4. Decision-Making Process: 

How Many People Are Involved in the Decision-Making Process?

  • It’s important to consider that purchasing decisions are often made by more than one person. Understanding the structure of your target company’s decision-making process can help you craft messages that resonate with all key stakeholders.

What Research Information to Use in an Email?

At a minimum, you should gather the following details about your recipients:

  • First Name
  • Last Name
  • Job Title
  • Company Name
  • Company Domain

These basic pieces of information are frequently used in email content to establish a connection. However, you can take it a step further by researching additional details:

What Else Can You Research?

Consider digging deeper into:

  • Company founding date
  • Industry and sub-industry
  • Number of employees
  • Revenue
  • Key clients
  • Company’s target audience
  • Product offerings
  • Whether they are hiring for specific roles
  • Additional decision-makers in the company
  • Whether they follow your LinkedIn page
  • Corporate Social Responsibility (CSR) initiatives
  • Communication channels used
  • Tools and technologies utilized

This information can be gathered through manual research or by leveraging AI tools, enabling you to craft highly targeted and effective email campaigns.

Ultimately, understanding your audience, their needs, and how they make decisions is vital to the success of your email campaign. The more informed you are about your potential clients, the better you can tailor your messages to resonate with them, ultimately driving engagement and conversions.

marcin hoffmann

Partner at Open Rate
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