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5 B2B Email Marketing Tips That Will Help You Get More Leads

Michal Leszczyński
Michal Leszczyński
Sep 26, 2023
5 B2B Email Marketing Tips That Will Help You Get More Leads
5 B2B Email Marketing Tips That Will Help You Get More Leads

If you're transitioning from being consumer-oriented to B2B (business-to-business) email marketing, either because you've decided to sell exclusively to businesses or have added new products/services for businesses, it's essential to adapt your email strategies for effective and profitable B2B campaigns.

Successful B2B campaigns thrive on personalized email marketing tactics that cater to businesses, each with unique needs. Unlike B2C campaigns that can require a broader approach to include everyone, B2B strategies demand a more tailored approach.

Not to worry, though. Here are five B2B email marketing tips you can follow to enhance your marketing efforts and generate more leads or convert businesses into paying customers:

1. Identify and Profile Your Target Clients

B2B campaigns may target multiple individuals with different roles and responsibilities in a company. For this reason, the first email marketing best practice is to create a customer persona, profiling your target clients. Consider their values and what they do in the company.Unlike B2C campaigns, B2B email marketing appeals to a business frame of mind by targeting the needs and interests of business executives purchasing products to impact their company’s bottom line. To identify and profile the right clients, first, create your target market and include the following data in your buyer persona: 

  • Firmographics: These are descriptive attributes of your buyers’ organizations, including company size, years of operation, annual revenue, etc. 
  • Geographic location: The value prospects place on different aspects of products or services varies by geography, resources, and industry focus. 
  • Needs and behaviors of ideal buyers: In a typical B2B buying process, you’ll need to profile the people involved and their roles to influence buying decisions. Are they the influencers, decision-makers, or technical buyers? What key talking points or touch points need to be addressed? 

Remember, business clients are clear on what they need from the start and will make rational buying decisions based on the quality versus price ratio. Therefore, consider the different B2B buyer profiles involved in the buying process and expand your ideal customer profile to include the roles each target client plays.With this in mind and the help of email newsletter platforms, which we’ll discuss in a moment, you can create a more tailored email marketing plan.

email targeting for the b2b buying center

2. Write a Compelling Subject Line

According to Invesp, 69% of email recipients report emails as spam based on the subject line. That’s why it’s so important to get your subject line right. Business people skim through emails daily. The only way to get them to notice yours is to make your email subject line catchy, compelling, and straight to the point.Keep your titles short and state the purpose of the email upfront. Depending on the target profile you’re messaging, you can write a non-clickbait, teaser subject line like this example below. 

B2B email from Vero with the compelling subject line "did you know you've got 6575 customers you could email"

Personalization is a great way to increase your subject line's relevance. Strong subject lines tap into the prospect’s intent to build curiosity and help improve email open rates and the overall success of your campaign.Generative AI tools are great for writing compelling subject lines. AI can give you a great starting point with tons of subject line ideas based on simple prompts related to your email campaign. 

3. Include a Clear CTA and other vital elements

A strong call-to-action (CTA) helps to eliminate confusion in your emails. CTAs serve as a beacon of clarity within your emails, providing direction to your B2B audience on the next steps to take after engaging with your message.For a CTA to be effective, we recommend keeping it concise and straightforward. Something as simple as “click here,” “sign up,” or even “watch the video,” can be enough to entice action. However, avoid using multiple CTAs within your email. Ideally, one or two should be fine. This ensures that your audience can fully concentrate on your email's content and, most importantly, the specific action aligned with your campaign's objectives.See how Zendesk does it.

Zendesk straightforward CTA example "click here"

In the Zendesk example above, the email copy has two CTAs that call the recipient to action — “click here to verify your email address” and “sign in to your Zendesk.” These CTAs are friendly and accurately reflect what the marketer wants the client to do.

Another vital email marketing tip is to avoid using a sense of urgency in your B2B outreach campaigns. This sounds counterintuitive, but it makes sense. Unlike B2C email marketing, B2B emails should be professional and respectful of your recipient’s time. Use skimmable email content. Go straight to the point. This is so much better than trying to trick your audience with urgency triggers.

Remember, B2B customers tend to be more logical and less emotional.

4. Segment Your Audience

Segmentation is another B2B email marketing tip you shouldn’t overlook. Segmentation allows you to group B2B subscribers, business prospects, and customers into smaller groups based on specific criteria or where they are in the buyer journey. 

Most email service providers have built-in segmentation tools that let you create segmented lists and target each group with tailored content. This ensures you only send out highly customized or personalized emails based on user activity or interest, not generic email content. Here are some ways to segment your audience based on their engagement with your business: Start by gauging your audience's interest level. For example, if they respond well to a particular email campaign, then there’s reason to believe they’re interested in that offering.

  • Prospects with fewer engagements could receive free e-books and white papers with zero marketing language.
  • The most engaged group could receive full-on marketing emails that address their unique needs.

Of course, you can also use other criteria to segment your audience. The bottom line is you must put your audience into subgroups based on each individual’s interest or activity and tailor email content to suit them. 

5. Tap Into Automation

Email automation takes your B2B email marketing campaign to the next level. For starters, it guarantees that your emails are dispatched at the optimal moments. For instance, you can choose the specific triggers that deploy particular email campaigns. This can be configured based on factors such as firmographics, buyer behaviors, or specific actions taken by your audience.This is an example of how Hubspot uses automated bulk emails to welcome new businesses using their CRM: 

HubSpot onboarding email

Marketing automation platforms allow you to get even more nuanced with email automation. With platforms like GetResponse, for example, you could set up an automatic email campaign to be deployed when customers hit a particular milestone. This not only fosters stronger customer relationships but also enhances conversion rates, ultimately amplifying the return on investment (ROI) of your email marketing efforts.

Time to put our B2B email marketing tips to the test 

The B2B email marketing tips in this article are only as effective as you make them. It might take some time and effort to get the engines rolling, but it’s worth it. First, understand and segment your target market. That will ensure your ideal customer profile is well aligned with industry standards and satisfies the pain points of big players in the market. Improve your chances of conversion by tailoring each email to suit a specific target profile in an organization. Pair this with a clear CTA and a compelling subject line and use automation tools to optimize your ROI.

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Now, let's be honest—you’ve likely heard about all of these rotating for the last few years. While email marketing has come a long way and is changing faster than ever, there’s only so much you can do within 600x1,500 pixels. However, there are no limits to where your creativity can take you. 

Let’s get into it.  

#1. Unique, tailored experiences 

Damian Grabarczyk, the co-founder and growth marketer of PetLab Co., says, “We faced the challenge of connecting meaningfully with an audience that expects more than one-size-fits-all communication.” 

When we speak about crafting tailored emails we mean going beyond the recipient's first name in the subject line. We’re talking about optimizing your entire email strategy to design multi-stage touchpoints to nurture leads across the customer lifecycle. As well as, leveraging data to send hyper-personalized, relevant, and engaging emails that feel less like a broadcast message and more like a conversation. 

Many are using AI machine learning algorithms and AI automation to analyze customer interactions, past purchases, browsing habits, website visits, and even social media behavior to curate engaging email content that resonates deeply with the real-time needs of recipients.

For PetLab Co this looked like including content such as an individual’s pet health history or product usage timelines. Damian Grabarzyk expands, “This approach transformed the conversion rate and strengthened customer loyalty. As we look ahead, I see brands in 2025 moving beyond generic personalization to adopt strategies that make customers feel truly understood and valued.”

On the other hand, many are leaning into user-generated content (UGC) for crafting tailored experiences. Customers today are more likely to trust the opinions of peers over branded messages. UGC like customer reviews, testimonials, videos, and photos are the best form of social proof depicting real people using and benefitting from your products or services. 

We see the benefits of using both AI and UGC to get the most out of your email conversions ;). 

#2. AI tools as an addition, not a substitution

Experts at NordPass state, "AI-powered content generation tools are not here to replace email copywriters and marketers. These tools make us more efficient. The smarter the tool is, the better equipped we are to create high-performing email content that drives results." 

AI tools can support us by significantly enhancing the speed, precision, and effectiveness of your emails. For instance while traditionally A/B testing has required a lot of time to analyze small variations with AI you quickly implement and test multiple email elements and make adjustments based on real-time engagement data. There are AI algorithms that can even predict which variations are most likely to resonate with different audience segments, leading to more accurate targeting and faster optimization.

In short, AI tools are revolutionizing the way we craft and optimize our email’s deliverability. There are many different types of AI solutions so we suggest finding the right one for your needs. 

#3. Even more transparency around data

With AI continuing to rise, folks are more and more concerned about where their data is going. That’s where zero-party data collection becomes a key strategy in email marketing, allowing you to gather data directly from customers rather than relying on third-party sources. 

Zero-party data includes information that consumers willingly share, such as preferences, interests, and purchase intentions. This data is often collected through surveys, preference centers, quizzes, or interactive content and is highly valuable because it is shared explicitly, ensuring accuracy and deeper personalization without privacy concerns associated with third-party tracking.

As privacy regulations tighten, zero-party data will empower you to deliver hyper-personalized email experiences while respecting user privacy. This approach will help you build trust, as customers feel more in control of their data, and you gain insights that lead to more relevant and engaging email content.

#4. The death of static emails

With attention span getting shorter day after day, digest-format emails are expected to rise in popularity in 2025. Presenting email content in an easy-to-scan, organized, and minimalistic layout will surely help deliver the most relevant information in a fraction of the time. 

Additionally, interactive emails will allow recipients to directly engage within the email without having to visit a landing page or website. Interactive elements like product carousels, polls, and quizzes create a dynamic experience that keeps subscribers engaged, especially in visually driven industries like fashion brands

So what now? 

You’ve heard these strategies before, but now it’s time to actually put them into action. The brands that win at email marketing in 2025 won’t just be sending emails—they’ll be creating experiences. Whether it’s hyper-personalized content, AI-driven efficiency, zero-party data collection, or interactive emails that break the mold, the key is to stay ahead of the curve.

So, what’s the first strategy you’ll finally implement? Your inbox (and your audience) are waiting.

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Email makes gathering authentic product reviews quick and easy. By collecting sincere feedback, you can build trust, increase sales, boost loyalty, and innovate product improvements. 

That said, requesting reviews via email requires precise timing, personalized messaging, and lots of engagement optimizations. But don’t worry—we’ll walk you through some key steps to create email campaigns that deliver the valuable feedback you need.

Why product reviews matter

Product reviews do more than confirm that you're meeting customers’ needs. Sincere feedback drives loyalty and sales, offers valuable customer insights, and helps you develop a strategic product development roadmap.

  • Fosters customer loyalty: Requesting and listening to feedback makes your customers feel valued and heard. It demonstrates that you prioritize customer satisfaction, which helps you build stronger, long-term relationships. Review requests also act as re-engagement emails by starting new conversations with customers.
  • Increases sales: Social proof drives sales. According to a recent survey by Power Reviews, 90% of potential customers use online reviews to make purchasing decisions. In fact, reviews have more influence over purchasing decisions than product prices. Turning product reviews into customer testimonials and encouraging reviews on third-party sites can significantly boost sales.
Image sourced from powerreviews.com
  • Builds Customer 360 insights: Customer feedback delivers insights into customer needs and sentiments, enriching Customer 360. Exactly what is Customer 360? It’s a unified, 360-degree view of customer data. It empowers you to tailor products and customer experiences to meet individual needs and preferences. 
  • Drives product improvements: Sincere customer feedback reveals what target customers like/dislike about your products. It provides key insight into their value, functionality, and usability, unlocking large-scale development opportunities.

How to create an email campaign to collect product reviews

Want to unlock the power of product reviews? Let’s explore how to create email campaigns that encourage customers to share their feedback.

Segment your audience

Like promotional emails, product review requests shouldn’t be sent to every subscriber.

If subscribers haven’t had the chance to try your product, product review requests will feel irrelevant and may trigger unsubscriptions. So, only send review email requests to customers recently trying your product.

You can do this by segmenting your email list based on where customers are in the buying cycle. Target loyal customers, recent purchasers, and first-time buyers with tailored email campaigns. This ensures that you’re sending emails to customers most likely to respond with insightful feedback.

Write a compelling email subject line

According to Superoffice, 33% of people open an email based on the subject line. 

Image sourced from superoffice.com

To get the click-through rates you want, your email subject lines should be personalized, relevant, and engaging. Here are some examples:

  • Did you love [product]? Or hate it? Let us know!
  • We value your opinion — help us improve!
  • We want YOU to help us make our product better!
  • Up for a discount? Share your feedback for 10% off! 

Learn more > Tips for writing open worthy subject lines.

Optimize for customer engagement

A successful email marketing strategy relies on customer engagement. Here are some key email elements you need to encourage interactions.

  • An attractive email design: With the right layout, color scheme, typography, and images, you ensure easy readability and promote interaction. Use these engagement-boosting email design best practices to help you create a design that boosts conversion rates.
  • Gratitude and value: Thank customers for reading the email and explaining why their feedback is so important. Also, consider including a personalized Gmail email signature with your content details to build trust and encourage customers to engage with your review request. 
  • Personalized, relevant content: Personalized email content motivates engagement. Use customer data platform (CDP) data to tailor messages to individual customers. What is a CDP? It’s a centralized platform that collects and unifies customer information, building comprehensive customer profiles. 
  • Incentives: Offering a small discount can motivate customers to leave reviews, especially first-time buyers. That said, incentives can (sometimes) generate insincere reviews, so stress the importance of honesty. 
  • A strong call-to-action (CTA): Your CTA should direct readers straight to the reviews submission page. Use clear CTAs with bold buttons and typography to make it stand out.
  • Mobile responsiveness: If your emails are slow to load or don’t display correctly on mobile devices, your bounce rate will spike. Leverage solutions that offer advanced mobile optimization features — such as Beefree— to create responsive emails every single time.

Ask specific, concise questions

Complex, drawn-out questions that are too open-ended can disengage customers. So, get straight to the point with concise, direct questions. Here are some examples:

  • What did you think of [specific product feature]?
  • How often do you use our product?
  • What are your favorite/least favorite features?
  • How likely are you to recommend this product?
  • What could we do to improve our product?

Use a mixture of closed and open-ended questions to increase your chances of receiving meaningful responses.

Make it easy to respond

The easier it is for customers to leave a review, the more responses you’ll receive. So, make the process as seamless and convenient as possible. One way to do this is with survey emails.

Email surveys have high response rates. They can be completed within the email with minimal effort, which is a big plus for busy customers. And, they can generate a wealth of quantitative data and metrics that are quick to analyze, leading to faster improvements. BeeFree has an extensive collection of email survey templates to suit every need.

For longer review requests, include a CTA that directly links to the review submission page. Review forms should use simple, clear language, be optimized for mobile, and have a progress bar. 

You could even provide your telephone contact details to allow customers to leave a review via telephone. It’s the preferred communication method for 55% of Baby Boomers according to Hubspot, so it’s worth considering. 

Leverage small business telephone services from Vonage to access call center capabilities like virtual receptionists and CRM integrations, streamlining processes.

Also consider directing customers to leave reviews on popular review sites, such as Google and Amazon.

Optimize email timings

If you send product review requests too early, there’s a chance your customers won’t have tried your product yet. But if you send them too late, your customer might have forgotten their experience. 

So, when’s the best time to request reviews? 

Aim to send review requests within 7-14 days post-purchase. This gives customers a chance to try the product a few times, leading to more sincere, meaningful reviews. Plan for seasonal surges such as Black Friday and incorporate them into your schedules.

Key takeaways

Do email campaigns work for gathering valuable product reviews that drive improvements, boost trust, and increase sales and loyalty? 

Absolutely — but they need to be strategic.

To generate sincere reviews and valuable data, ensure your marketing emails are personalized, engaging, and optimized for convenience. And, use email list segmentation and marketing automation to ensure they’re sent to the right customers at the right time.

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