How to convert more prospects into customers by using dynamic content in your email marketing

Are you using dynamic content to convert your leads into customers? If not, you’re missing out on a valuable tool.

Dynamic content for the purpose  of email marketing is sending different content to different prospects based on the information you know about each prospect.

It’s the same concept as visiting an online retailer and seeing recommendations based on items you’ve previously viewed or purchased. If the recommendations that pop up on your screen are appealing, you may be tempted to make an additional purchase; but if they’re totally off base, you’re probably going to just move on without buying anything.

The point of dynamic content is to create a customized experience for each prospect, so the prospect notices that you care and doesn’t feel like another person being processed through a machine (even though it is automated).

How it Works

Let’s say you’re a company that teaches Spanish and have a form on your website’s contact page. The form might contain questions such as:

  • Have you ever learned Spanish before?
  • Why are you interested in learning Spanish?

Ideally, when a prospect  comes across this form, he’ll put in his contact information and select the appropriate answer to each question based on options from a drop-down menu. Based on his answers, the user will then get an email in which every paragraph is customized based on the responses from the web form.

It would look like this…


Let’s say the user selects “no/very little” in response to the first question: Have you ever learned Spanish before? The email he receives after submitting his form could then open with the line “We see you’re just starting to learn Spanish.”

On the other hand, if the user selects “Yes-I am an advanced speaker of Spanish” in response to that same question, the email could start with “We noticed you’re an advanced Spanish speaker.”

The same personalization can be applied based on each response on a given form. So in our example, let’s say the user selects “I am travelling in less than 3 months” in response to the second question: Why are you interested in learning Spanish? Then the email might say “Our classes will help you make the most of your upcoming trip.”

However, if the response to that second question is “school or university,” the email might say “Our classes are designed to help you improve your grades.”

Let’s compare two different versions of the same email based on the questions and responses above.

Question: Have you ever learned Spanish before?

Response: No/very little

Question: Why are you interested in learning Spanish?

Response: I am travelling in less than 3 months

Here’s how that email might read:

Dear Steve Johnson,

We see that you’re just starting to learn Spanish in time for your upcoming trip. Our classes will help you understand the basics so that you can enjoy your travels and have an easier time feeling comfortable with your surroundings. Call or sign up online today to get started with our beginner’s course.


The Spanish Source

Now let’s look at a different set of responses:

Question: Have you ever learned Spanish before?

Response: Yes–I am an advanced speaker

Question: Why are you interested in learning Spanish?

Response: School or university

Here’s how that email might read:

Dear Steve Johnson,

We see that you’re an advanced Spanish speaker. Our classes are designed for expert speakers like you. We’ll review the most complex concepts, focusing on key areas such as grammar and vocabulary, so that you can excel academically while also mastering skills that will be useful later in life. Call or sign up online today to get started with our advanced course.


The Spanish Source

See what just happened here? Two simple questions generated two totally different emails, and it was all done automatically.


Online Quizes Typically Generate a 60% Opt-In Rate

Now let’s take another example, this time using an online survey for a leadership program. 60% of users tend to opt in for these types of surveys, and once they’ve taken the time to enter a series of answers, they’re going to want to see their results.

So let’s say the user is asked:

  • How clear are you on your purpose?
  • To what degree do you feel you inspire others?

And let’s say the options on the drop-down menu consist of:

  • Unexplored
  • Beginning
  • Developing
  • Well-developed
  • Expert

Applying the same concept as above, the user can be placed in a category. The first three responses—unexplored, beginning, and developing—indicate that the user is a beginner, whereas the last two indicate that the user is advanced. That is…


From there, every report that’s generated is personalized based on the responses given.

  • For the beginner, a simple strategy is sent.
  • For the advanced professional, a more advanced strategy is sent.

That is…


And the text of the email will reflect the answers selected during the survey so that a beginner, for example, might get a message that starts with “Based on your response, you’re about to learn something new…”

The great thing about dynamic email content is that the recipient isn’t getting a boring, generic message. If you use dynamic content, each recipient will get an email that is:

  • Personalized
  • Relevant
  • Engaging

And each of these components is critical when it comes to converting leads.

People want to feel recognized. They want to feel like individuals. That’s why even little things like addressing a recipient by his name can go a long way.

Furthermore, email content needs to be relevant and reasonably interesting if you want your users to actually read your messages and take action based on their contents. If you send a message to your entire contact list that sounds auto-generated, most recipients will not react, or worse they might start deleting your emails. On the other hand, if you engage your readers and draw them in by addressing their specific needs or concerns, you’re more likely to see them call or sign up for your service.

And the best part about using dynamic content in emails? Once you set it up, it you’re done. You get the benefit of personalized messaging without having to spend the time or money targeting leads as individuals. It’s an extremely efficient way to manage and optimize your marketing campaigns.

Here is a summary video of this post

Here are the slides used in the video

New Feature: Gmail Integration

Everyone that works with a CRM knows that it takes a lot of emails to close the deal. That’s why LeadMachine now has email integration with one of the most used email  services in the world: Gmail (both personal accounts and Google Apps for business).

Connect your email account to LeadMachine and let it make you life easier. LeadMachine will scan your Gmail account for the email address of every Contact that you have in LeadMachine. It will then bring into LeadMachine every email from your Gmail account that was sent to that Contact, and which that Contact sent you.

Now, when you view a contact, all of these emails from your Gmail account will be shown on the Contact record.

When all users do this, you will be able to see on the Contract record every email that your users have sent that Contact from their Gmail accounts. All of your information about the Contact is now in one place.

Integration with … everything … via Zapier

ZapierOne of the most useful features to any modern CRM is the ability to automatically get data in, and out, from your other software and services.

There’s a myriad of options, so to ensure we covered as many as possible we have partnered with Zapier and are in our last testing stage. This beta test is open to LeadMachine customers, but is available by request only.

If you need to integrate to another platform, contact us and let us know – we can then give you access to the recipes on Zapier and step you through getting your systems connected together.

Zapier logo


Full control via the API – Coming Very Soon

The Zapier integration to LeadMachine is built on top of our API, which allows you to write code to directly access and update your data. Soon after our Zapier integrations have been fully tested and released publicly, we will be opening up the API to allow you to take full control of your data. If you want to know more, please contact us and we will be happy to keep you updated on the progress.


This is CRM – done right!

After 18 months hardened battle testing with a number of our beta clients, LeadMachine is now open and public.

LeadMachine has a long list of powerful features, combined with awesome simplicity and an automation engine that will make your most boring and repetitive tasks trivial.

With great power comes great simplicity

contact-monitor2CRM systems are traditionally either very complex databases, or advanced “to do” management tools.

LeadMachine is designed to have all the power and features you would expect in any high end CRM system, but with an advanced automation engine to allow you to avoid unnecessary manual tasks, and to let you focus on your real sales and marketing processes.

Despite this power, our key design objective was always making LeadMachine easy to learn and simple to use.

Automated to the core

Unlike some other CRMs, we didn’t bolt automation on as an afterthought, it is built into every feature. Define a Search Group for your Contacts, create a new Lead for those Contacts, send a templated Email to the entire group, track the URLs they click on, and let our Rules move them through your Pipeline.

And unlike other CRMs, you don’t need to write code against our API to use all these features – they are all easily accessible by choosing your options through our application.

Free 14 day trial

Try out LeadMachine today and tell us what you think – for 14 days it costs you exactly NOTHING