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

Channel Strengths Message Example

Email

Automatable, cost-effective, content-rich Email with CTA, image, document, personalized header

Web Push

Instant, appears on device, high click-through rate, GDPR-compliant Targeted offer based on browsing or viewed product

SMS

Open rate > 90%, effective in the short term Message with time-limited offer

WhatsApp / Chat

Relational, interactive, highly personalized Follow-up after unconverted product interest

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.

Send your personalized offers with Web Push !

Try Web Push

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

In a nutshell:

  • Personalization is a powerful conversion lever for sales and marketing teams.
  • It’s not just about changing a first name — content, channel, subject line, timing, offers, and relationship must all be adapted.
  • Company data is at the heart of the process. CRM systems and automation tools are essential.
  • Web Push, SMS, and email complement each other to create an effective multichannel journey and experience.
  • The results speak for themselves: an average of +20 to +30% more conversions.

FAQ: your frequently asked questions

What are the main risks to avoid?

The main pitfalls to watch out for:
  • Over-segmentation: overly specific targeting can make the offer less relevant or invisible to part of your contacts.
  • Lack of consent (GDPR): always make sure to obtain explicit consent before any communication.
  • Superficial personalization: just mentioning the first name isn’t enough; align the offer and content with real needs.

Can you personalize without a CRM?

It’s possible but very limited. The CRM remains the centerpiece to centralize, enrich and log prospect/client data. It also tracks actions, documents sent and pages visited, helping maintain a consistent customer journey.

What’s the best sending frequency?

It depends on the buying cycle and your offers:
  • B2B: 2 to 3 follow-ups maximum to preserve the relationship.
  • B2C: adapt to behavior. Example: after a cart abandonment, send 1 push notification + 1 email within 48h.

How to measure the impact of a personalized offer?

Track these key indicators: click-through rate, conversion rate, average basket value, email open rate, responsiveness to messages, and offer ROI.

What’s the role of content in a personalized offer?

Content (text, subject, image, video, document) is decisive: it must be targeted, clear and aligned with expressed needs. Create a library of articles or dynamic pages tailored to different profiles to maintain relevance at scale.
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