How to send a personalized offer

To send a personalized offer has become an indispensable lever for marketing and sales teams wishing to create value, maximize conversion, and build customer loyalty. In an environment where over-solicitation is the norm, the ability to send a personalized offer effectively puts the customer back at the heart of the sales proposition.

Why send a personalized offer?

Personalizing your offer means adapting it to a specific customer, based on his or her expectations, history or behavior. This strategy is becoming increasingly widespread, particularly in the B2B, e-commerce, tourism and digital services sectors. It relies on a detailed analysis of customer data and appropriate multi-channel communication.

According to a study by Segment (2023), 52% of consumers claim that personalization improves their satisfaction, while 77% say they are frustrated when they receive irrelevant communication.

Key benefits:

• Improved conversion rate (up to +20% on targeted campaigns)
• Strengthened customer relations
• Creation of an experience tailored to the customer
• Enhance the value of your service or product through relationship marketing
• More relevant upsell and cross-sell opportunities
• Reduced churn and attrition rates
• Increase average shopping basket and perceived product value

How to personalize an offer?

Understand your customers’ needs

Before even sending an offer, you need to understand your target audience:

• What are the customer’s specific issues?
• What is their purchasing profile (B2C / B2B, frequency, budget)?
• At what point in the customer’s buying journey?

This requires rigorous collection of customer data (forms, cookies, purchase history, CRM) and analysis via tools like Hubspot, Salesforce, or Pipedrive. In-house documents such as persona sheets, product sheets and behavioral analysis tables enable us to better segment potential buyers and manage each communication object more effectively.

Adrena’tips: create a customer map, enrich CRM records and use dynamic scoring to target online offers.

Personalize both the offer and the message

A personalized offer is more than just the product: it also includes the way in which it is presented. It’s important to tailor the experience:

• Message content: text, image, link, tone, layout
• Medium: e-mail, private message, push web, WhatsApp, SMS, post
• Form: mail design, visual header, PDF document, dedicated landing page
• The subject of the proposal: whether it’s a discount, an added service or a complementary product

Example: a SaaS company can send a 15-day trial offer to a prospect who has consulted a product page several times, including a comparison document, a video, a personalized link and a follow-up message with an appropriate tone.

Choosing the right delivery channel

Adrena’tips: to automate your campaigns, use platforms like Adrenalead, Klaviyo, Sendinblue, ActiveCampaign, or Salesmanago.

Strategic tips for 2025

1. Create automated scenarios using marketing automation tools to manage your offers
2. Analyze performance (open rates, clicks, conversions per commercial offer)
3. Personalize down to graphic style (style, design, colors, header, visuals)
4. Prepare multiple content variants to A/B test your propositions
5. Consider personalization at the landing page level
6. Document each campaign in a shared dashboard with your teams, including detailed tracking of offered prices, generated sales, and collected customer/prospect data

Real-world example: the fictional company “SensoBureau”

SensoBureau sells ergonomic equipment for remote work. Here’s how the company sets up a personalized multichannel offer.

After a visitor browses product pages without making a purchase, they receive:

• A web push notification with their first name, the image of the chair viewed, and a link to the product page
• An email 24 hours later with a personalized offer based on their preferences (clean design, expert tips, a PDF guide on home ergonomics)
• A SMS with a temporary promotional code
• Finally, a WhatsApp message including a link to a tutorial video tailored to their user profile

This sequence helps the company reach a 28% conversion rate on this specific offer, while improving relationship management and buyer satisfaction.

Industry-based personalization: Web Push as a cross-channel lever

Tourism: customers often hesitate before booking a trip. A company can send a Web Push notification with inspirational content (articles, weather info, experiences), then follow up with a personalized ad based on the destination viewed.

Banking & insurance: a company can send a targeted email to re-engage prospects who ran a loan simulation. It’s paired with a Web Push notification, a product page, and content tailored to the customer profile.

Health & beauty: a purchase triggers a personalized SMS suggesting a complementary product, while an email and Web Push highlight a contextualized and personalized offer.

Tools to create and manage personalized offers

• Marketing automation: ActiveCampaign, Plezi, Webmecanik
• CRM: Salesforce, Hubspot, Zoho CRM (for collecting and analyzing data)
• Email tools: Mailchimp, Sendinblue, Klaviyo (for automated personalized email campaigns)
• Web Push : Adrenalead
• Dynamic personalization: Nosto, Segment, Personyze

FAQ: your frequently asked questions