Beefree blog

How to Personalize Emails in Mailchimp using Beefree

Zair Ortiz
Zair Ortiz
Oct 30, 2024
How to Personalize Emails in Mailchimp using Beefree
How to Personalize Emails in Mailchimp using Beefree

In the world of email marketing, personalization is no longer optional—it’s a necessity. According to a study by Campaign Monitor, emails with personalized subject lines are 26% more likely to be opened, while segmented email campaigns can generate up to a 760% increase in revenue. Considering these resounding analytics, it’s clear that sending the right message to the right audience at the right time is critical to your email marketing success.

But how do you go beyond just inserting someone’s first name into an email? 

The answer lies in leveraging tools like conditional merge tags, which are available in sending platforms like Mailchimp, and combining them with tools that can handle sophisticated email logic, like Beefree

These tools allow marketers to create hyper-targeted email experiences that speak directly to each recipient’s needs, preferences, and behaviors. 

Let’s walk through how you can design beautiful, personalized emails for Mailchimp using Beefree.

Understanding Mailchimp’s capabilities and limitations 

With over 11 million users, Mailchimp has established itself as a leading marketing platform that empowers marketers to deliver targeted and timely campaigns effectively. Among its robust features, its automation and segmentation capabilities stand out.

Mailchimp’s advanced segmentation tools allow you to target users based on behaviors, tags, or custom data, ensuring your messages reach the right audience. Meanwhile, its automation features make it easy to set up workflows, enabling you to deliver the right message at the perfect moment.

However, Mailchimp does have some limitations. Many users encounter a steep learning curve, and the platform's higher price point can be a concern. More importantly, users often find its design capabilities somewhat lacking, which can hinder their ability to create visually compelling and truly personalized campaigns.

This is why many choose to use Beefree in conjunction with Mailchimp. This easy integration allows marketers to leverage Mailchimp’s powerful segmentation tools to categorize subscribers based on various criteria such as demographics, purchase history, or engagement levels. They then use Beefree to design personalized emails that align with each group's preferences and behaviors.

Thanks to Beefree’s seamless integration with Mailchimp, users can easily export their emails and utilize Mailchimp’s automation features to trigger these personalized messages. This synergy between Beefree's design capabilities and Mailchimp's automation and segmentation features maximizes engagement and conversion rates while enhancing the overall customer experience.

How to personalize mailchimp emails in Beefree

The foundation of a successful personalized email campaign is a well-designed email that adapts to different audience segments. Beefree makes this process simple with its drag-and-drop editor.

Step #1: Start from a template 

If you’re not sure where to start in creating a personalized campaign, Beefree offers an extensive library of Mailchimp-compatible templates.  

Mailchimp email templates
https://beefree.io/templates/mailchimp

Begin by selecting a template that aligns with your campaign's objective, whether it’s a promotional email, newsletter, or seasonal message. You can then leverage Beefree’s modular editor to infuse your brand into the emails and add content blocks and interactive elements that are specific to different audience segments. 

Within the editor, tailor your email to offer unique experiences for mobile viewing using Mobile Design Mode.

Step #2: Add merge tags 

Merge tags are placeholder text that gets replaced by subscriber-specific data when the email is sent. Here’s how to use them in Beefree:

  1. Choose the section of content where you want to insert a personalized element. For example, you can add a placeholder for the recipient’s first name.

  2. Insert the Merge Tag – In Beefree, select an existing MailChimp merge tag or create a new one. You can select or add the |FNAME| tag for the recipient’s first name. This turns a generic greeting into something more personal. “Hi |FNAME|” becomes “Hi Jane” when Jane receives the email.

You can refer to Mailchimp’s Merge Tag Cheat Sheet to find additional merge tags you can easily copy and paste into Beefree to customize your email.

Step #3: Apply display conditions for personalized rows

You can set up rows of content that display only to certain segments of your audience using Mailchimp’s conditional merge tags.

These tags are snippets of code that control whether a section of content should appear based on specific data, such as whether someone is a VIP or a new subscriber.

Here is an example scenario: You want to show a special offer to VIP customers and a different one to new subscribers. To achieve this, you’ll use the following before and after logic in Beefree for the row containing the content for VIP customers:

*|IF:VIP="yes"|*
Hey *|FNAME|*, as a VIP, you get 20% off!
*|END:IF|*

For new subscribers, you’ll use the following before and after logic in Beefree for the row containing the content for new subscribers:

*|IF:VIP="no"|*
Welcome, *|FNAME|*! Get 10% off your first purchase.
*|END:IF|*

This logic ensures that only VIP customers see the first row, while new subscribers see the second one.

Implementing Display Conditions in Beefree

Display Conditions in Beefree apply to entire rows, allowing you to show different rows to different groups of recipients. This feature is incredibly useful for dynamically personalizing content at scale.

Here’s how to apply this logic in Beefree:

  1. Select the row that contains the personalized content.
  2. Set the Display Conditions – In the settings for that row, click “Display Conditions.” Copy and paste your Mailchimp logic (as shown above) into the condition box to control who will see the content.
  3. Repeat for other rows – If you have multiple rows with different offers or content for different segments, repeat the process, applying the appropriate logic for each row.

Optional: Multilingual designs 

Beefree’s Multilingual Designs enable users to design emails in multiple languages effortlessly. This is particularly beneficial for brands targeting international markets or diverse communities. 

Designing for multiple languages in Beefree:

  1. In the editor, click on the globe icon on the top bar
  2. Select a primary language from the drop-down menu
  3. Select the number of additional language (this varies by plan)

Once you add your Primary and Additional languages to your Multilingual Settings, you can add your translated content to each language design. The fastest way to translate your emails is by using Beefree’s AI Assistant. 

Step #4: Exporting your design to Mailchimp

Now that your email is designed with dynamic and personalized content, it's time to export it to Mailchimp, where you’ll handle audience segmentation and send the email.

  1. In Beefree, click “Export” and choose Mailchimp as the destination.
  2. Link your Mailchimp account – If it’s your first time, you’ll need to link your Mailchimp account to Beefree.
  3. Review in Mailchimp – Once the design is exported, log in to Mailchimp and check the email. Use Mailchimp’s preview tools to ensure your Merge Tags and Display Conditions are functioning correctly.

Ready to create more personalized emails?

Beefree and Mailchimp provide marketers with the perfect blend of design flexibility and powerful automation, enabling them to craft visually stunning emails that resonate with your audience. 

Start harnessing the full potential of your email campaigns today with Beefree

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Marketo Engage is a powerful tool for marketing automation, but when it comes to email design flexibility, many users find its built-in editor limiting. Creating visually compelling, mobile-responsive emails often requires custom coding or workarounds, slowing down workflow and making it harder to execute high-quality campaigns efficiently.

That is where Beefree comes in. By integrating Beefree’s no-code, drag-and-drop email design platform with Marketo Engage’s advanced automation capabilities, teams can build professional, responsive emails without coding headaches and push them directly to Marketo in just a few clicks.

This article explores:

  • The challenges of designing emails directly in Marketo
  • How Beefree solves these pain points
  • A step-by-step guide to integrating Beefree with Marketo Engage
  • Common FAQs and troubleshooting tips

The challenges of designing emails directly in Marketo

Marketo’s built-in email editor is useful for basic templates but presents several limitations for marketers and designers.

  • Limited design flexibility – Customizing layouts, fonts, or interactive elements can be difficult without custom HTML or Marketo’s proprietary syntax.
  • Technical barriers – Advanced customizations often require HTML knowledge or an understanding of Marketo’s email template language, which may not be ideal for non-technical teams.
  • Time-consuming manual processes – Without a centralized style kit, teams may struggle to stay on-brand and often have to manually recreate headers, footers, and other reusable content blocks for each email, adding extra steps and slowing down production.

Due to these challenges, many marketing teams turn to external email builders like Beefree, FeedOtter, or Knak to improve design efficiency and automation.

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Why Beefree is the best email builder for Marketo Engage

While other external email builders like Knak and FeedOtter also integrate with Marketo, Beefree offers distinct advantages.

  • No-code drag-and-drop builder – Enables teams to design professional emails without writing any code.
  • Advanced design features – Provides more customization options beyond what Marketo’s built-in editor allows.
  • Mobile-responsive templates – Ensures emails adjust automatically for both desktop and mobile devices.
  • One-click export to Marketo – Simplifies the process of moving email designs directly into Marketo Engage.
  • Ability to update existing templates – Allows quick updates without requiring manual re-imports of HTML files.
  • Team collaboration – Enables teams to work together in real time, with built-in guardrails and approval controls to ensure error-free emails before exporting.

By integrating Beefree with Marketo, marketing teams eliminate design frustrations and manual email imports, allowing them to focus on high-performing email campaigns.

Learn more about Beefree's integration with Marketo Enagage [https://support.beefree.io/hc/en-us/articles/24837761625618-Export-Emails-to-Marketo]

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How to update existing email templates in Marketo

Instead of manually editing HTML, Beefree allows users to edit emails in Beefree and update existing ones in Marketo Engage with one click.

  1. Open the email design in Beefree.
  2. Make changes and click “Export.”
  3. Select “Update Existing” to overwrite the previous version in Marketo Engage.

This feature ensures that emails and templates remain up to date without requiring complex HTML edits or duplicates.

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Frequently asked questions on using Beefree with Marketo Engage

Can I use Beefree with other ESPs besides Marketo Engage?

Yes! You can connect Beefree to any ESP, MAP, or CRM including Mailchimp, HubSpot, Salesforce Marketing Cloud, and others. To learn more about how to integrate Beefree to your sending platform watch the video below: 

For a full list of our native integrations visit [https://beefree.io/integrations].

Are there any limitations when exporting Beefree emails to Marketo?

Yes, there are a few important limitations to be aware of:

  • Charset emojis are not supported in Marketo. Including emojis in your email content may result in an error. To prevent this, Beefree automatically replaces unsupported emojis with a placeholder. For more details, refer to the [Marketo documentation on emoji support].

Preheader text is not a native field in Marketo. However, Beefree includes it by embedding the preheader directly in the email's HTML code during export.

Additional resources and links

Why you should use Beefree with Marketo Engage

By integrating Beefree with Marketo Engage, marketing teams gain a faster, more flexible way to build high-converting, on-brand email campaigns—while leveraging Marketo’s powerful automation and analytics to track performance and optimize results.

  • Design responsive, professional emails with ease.
  • Maintain brand consistency across every message.
  • Collaborate efficiently and gain insights to improve campaign performance.

Ready to elevate your Marketo email marketing? Try Beefree today and streamline your entire email creation process.

Start your 15-day free Business trial today!

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What Are Email Security Gateways? A Guide to Secure Communications

Are your newsletters being marked as spam? Discover all you need to know about email security gateways and how to create emails that pass all the checks.
Beefree team
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Email is king when it comes to talking directly to your customers. Sure, we might send texts or share voice notes, but we all still check our emails. It’s how we keep in touch with work and the businesses we connect with. 

As an email marketer, this puts you in prime position to get your business’s brand right into the hands of your customers. The problem, however, is that you must first get past the metaphorical guard dog known as the secure email gateway (SEG). 

SEGs use sophisticated methods to identify and block spam and phishing emails from ever entering a person’s inbox. While your email newsletters should go through, that doesn’t necessarily mean they will. That’s why businesses need to know what a secure email gateway is and how it works. Know this key info, and you’ll be able to improve the chances of your emails reaching their destination. 

What are email security gateways? 

Protecting yourself from cyber threats is the basis of all cybersecurity risk assessment services. One of the biggest gaps in any security armor is phishing emails. If they get through and someone clicks a link they shouldn’t have, it’s almost impossible to stop the damage. 

The victim could be anyone. The link could lead to a ransomware virus that holds your data captive or be the start of a data breach. It could even lead to a traditional scam that has you input your credit card details so a thief can steal them. 

For all these reasons and more, email providers consistently invest in security features to help protect their customers. One such feature is an email security gateway. 

A secure email gateway uses AI and machine learning to screen incoming emails, identify spam, and stop it from entering. If there’s any doubt, the system quarantines the email in your spam box for review. 

Why are secure email gateways important?

While we are getting better at filtering out spam emails, an estimated 45.6% of emails sent in 2023 were still spam. This poses a massive security risk for consumers, businesses, and governments alike. 

According to IBM, businesses are hit the hardest, with the global average cost of each successful phishing attack increasing to $4.88M USD. The attacks don’t just hit businesses, either, with attacks targeting individuals and even charities.

Just as phishing and spam emails have become more sophisticated, so have the tools designed to protect against them. All providers, including big names like Gmail, use SEGs to secure communications and other features, such as Gmail’s unsubscribe feature

What do SEGs flag as spam? 

SEGs continually update their parameters. This means that what they check for is constantly in flux. What SEGs look for today, for example, could include: 

  • Strange or suspicious subject lines
  • Highly urgent capitalization or excessive exclamation points
  • Strange URLs
  • Poor grammar and/or spelling
  • Generic greetings that don’t address the recipient 
  • Suspicious email addresses
  • The volume of emails sent at once
  • Attachment types 
  • Image-heavy content 

SEGs are far more advanced than just ticking boxes, but that doesn’t mean your emails can’t get blocked or sent to spam. After all, you might put together a great email campaign, but if your email is too image-heavy, it might get quarantined or sent to spam. 

The good news is that once you know what the SEGs look for, you can work to design better emails. Beefree can help you get started, with a range of templates for responsive email designs.

How to create newsletters with secure email gateways in mind 

The good news is that you can implement and send out most, if not all, of your newsletter ideas without issue. So long as the emails are well-made and are sent at a reasonable frequency, you’ll be golden. 

Start by first improving your security methods

In general, you should always look at ramping up the security measures in your business. You can use one of the top types of risk assessment matrix to understand your business's threats and how to resolve them. Then, since you already have that information, you can use it to create better newsletters and emails. 

Make sure the personalization feature works

One of the biggest red flags for an SEG is a generic greeting. Adding Dear Sir/Madam at the start isn’t going to fly in today’s world. Even if your email gets through, it’s unlikely the recipient will open it. 

That’s why you need personalization. Linking your email marketing tools to your customer relationship management system means you can offer easy personalization, like addressing your customers by name, or even offering personalized recommendations based on their order history. 

Avoid image-only emails 

Image-only emails are tempting for an email marketer. They’re striking, they look good, and you can fine-tune what they look like in Photoshop or another image editor. 

They can also be a red flag for SEGs.

Thankfully, the solution is simple: enrich your emails. The best part about this approach is that it also improves the accessibility. Improving email accessibility will help ensure that all your customers can engage with your emails on their terms. Those emails will also load faster, look great on all devices, and be more engaging. 

Align your emails with the landing pages 

SEGs look out for suspicious links. A link might be suspicious if there’s a misspelling or if the link doesn’t sound like the content in the email. So, how do you ensure that SEGs don’t see any of your links as suspicious? 

You make them predictable. 

An easy way to do this is to create a landing page from an email. On top of aligning the landing page with the content of the newsletter, you’ll want to: 

  • Make a custom URL for every link that matches the content of the page 
  • Ensure there’s no misspelling
  • Don’t use urgent language around your link

Use 2FA to boost security

Do you need 2FA to get past SEGs? No, but it’s a great way to help protect you and your customers. 

You can protect sensitive data by adding user identity verification. For example, a customer may get an order confirmation email but wants to cancel or change the delivery details. Including a two-factor authentication step ensures only the customer can request changes. 

Building in extra security features puts your customers at ease. It also protects your endpoints and, in turn, your business. So, no, you don’t need 2FA to get past SEGs, but it’s worth looking into for you and your customers’ protection. 

Avoid urgency 

Urgency can be a flag for SEGs. So: 

  • DON’T WRITE IN ALL CAPS
  • Minimize the use of exclamation points

Think of the copy in your newsletter as a chance to win over your audience, not scare them into clicking the link. Doing this will improve your relationship with your customers since they’ve come to you on their terms. It’s also essential to get emails past the SEG.

Key takeaways 

Secure email gateways are a primary defense against spam and phishing attacks, but they can pose a problem for email marketers. By working to understand the security risks associated with email scams, you can then understand what your email needs to make it into inboxes. 

From there, you’ll want to make your emails more personable, accessible, and secure. Once you’ve found that sweet spot, your newsletters will be more likely to get past the secure email gateway and into your audience’s inboxes. 

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