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Ediware Miscellaneous Technical

An overview of B2B prospecting tools: what should you keep?

Finding new customers has never been so complex. Between emails, calls, LinkedIn, databases and automation tools, it’s easy to get lost. Every week, new software appears, with seductive promises: “multiply your appointments”, “automate all your prospecting”, “save time and customers”. The result? We test, we change, we stack… and we end up with a dozen tools that are poorly synchronized, little used, or too expensive.

But prospecting doesn’t have to be a gas factory. What you need is a coherent selection of simple, well-integrated tools, adapted to the way you work.

In this article, I’d like to take a look at what’s what. Let’s take a look at :

  • mistakes to avoid,

  • the real criteria for choice,

  • and above all, a typical technology stack for your company’s size.

Our aim is to help you build a solid, scalable and truly useful ecosystem of tools.

1. The real problem: too many tools, not enough results

Today, there are hundreds of tools available for prospecting. There’s something for everything: finding contacts, sending emails, making appointments, analyzing clicks, tracking calls… Each solution seems indispensable. And when you’re looking for performance, you tend to want to try everything.

But the more tools you add, the more complicated your daily life becomes. You have to create accounts, learn how to use them, connect them… and hope they work together. Very quickly, you find yourself spending more time managing your tools than talking to your prospects.

The real problem isn’t the lack of options. It’s the excess. Too many tools, too many notifications, too many dashboards. The result: a scattered sales team, reduced visibility, and actions that lack impact.

It’s not a question of multiplying software, but of choosing the right ones. The ones that bring value, that integrate well, and that really serve your objective: to get in touch with the right prospects, at the right time, with the right message.

2. The wrong ideas

Faced with this multitude of tools, many companies are looking for the simplest solution. And that’s only natural. But some approaches, even if they seem logical at the outset, turn out to be counter-productive in the long run.

First mistake: choosing solely on the basis of price.
An inexpensive tool may look attractive. But if it doesn’t integrate with your other software or lacks essential functionality, you’ll end up wasting time… and money. Conversely, a tool that’s a little more expensive, but well adapted to your needs, can quickly become profitable.

Second mistake: multiplying ultra-specialized tools.
Some software does one thing very well: finding emails, sending LinkedIn messages, detecting visitors to a site… But if you have to use five different ones to manage a single campaign, you’ll lose clarity. And so will your teams.

Third mistake: changing tools with every new fad.
There will always be a new “revolutionary” tool. But changing too often prevents you from establishing real prospecting routines. And the more you change, the more you have to train your teams, recreate your models, and reorganize your processes.

To sum up: it’s not by piling up tools or chasing after new ones that you’ll get more results. What’s needed is consistency and simplicity.

3. The real solution: a coherent, scalable ecosystem

Efficient prospecting doesn’t mean automating everything or doing everything by hand. It means setting up a fluid organization, where each tool plays a precise role and integrates naturally into your way of working.

The right approach is to build a coherent technological ecosystem. In other words, a set of tools that communicate with each other, match your business methods, and can evolve with you.

For example, there’s no need to choose an ultra-powerful CRM if you’re just one or two prospectors. It’s better to have a simple tool that’s quick to learn, but capable of enriching itself over time. Similarly, if you’re sending out email campaigns, make sure that your database is well linked, that clicks are tracked, and that leads are automatically forwarded to the right person.

A good tool isn’t one that promises the most features. It’s the one that fits into your daily routine, saves you time, and helps you keep better track of your prospects.

Finally, think long term. Your needs today will not be your needs tomorrow. Choose solutions that can grow with you, without calling everything into question at every stage.

4. Theory: the fundamentals of an effective stack

To structure your prospecting, it’s useful to classify tools according to their role. There are generally four main categories. Each one corresponds to a key stage in the sales process.

a) The 4 tool categories

  1. Data tools
    These are used to identify your targets: B2B databases, enrichment tools, scraping or API connectors. This is where it all begins. Successful prospecting depends on data quality.

  2. Engagement tools
    These enable you to get in touch with your prospects: emailing, LinkedIn, SMS, phone calls or automated sequences. The challenge: create a link, with the right message, at the right time.

  3. Follow-up tools
    They help you organize your prospecting: CRM, reminder diaries, scoring, action alerts. Without structured follow-up, opportunities go by the wayside.

  4. Analysis tools
    They measure your results: dashboards, conversion rates, lead attribution, campaign ROI. They enable you to improve what works… and abandon what doesn’t.

b) The right criteria for choosing your tools

To make the right choice, three criteria are essential:

  • Integration: a good tool should be able to connect easily to your CRM or mailing tools. The less you have to copy and paste, the more efficient you’ll be.

  • Scalability: can the tool keep up with your growth? Can it be used by several people? Can you upgrade to a higher version without starting from scratch?

  • Support and familiarization: a tool that looks powerful on paper, but that nobody understands, won’t do you any good. Check that the interface is clear, that you can learn quickly, and that support is responsive.

c) Don’t confuse purchase price with real cost

Finally, it’s important to distinguish between the cost of acquisition and the cost of use. A tool may seem affordable… but if it takes several hours a week to use, or if you have to hire someone to run it, it quickly becomes expensive.

Conversely, software that costs a little more, but saves you time and improves your conversions, can become very profitable. So the real indicator to look at is the cost per qualified lead, not just the monthly subscription.

5. Practical: the right stack for every company size

Not all tools are made for all structures. A freelancer has different needs to an SME or a major corporation. That’s why it’s important to adapt your technology stack to your size… and to your means.

a) Self-employed and very small businesses (VSEs)

When you’re one or two people in charge of prospecting, the priority is simple: to be as efficient as possible. There’s no need to multiply software.

A typical stack for VSEs could be limited to 3 or 4 tools:

  • A reliable B2B database (such as Dataprospects),

  • A simple, high-performance emailing tool,

  • A mini CRM to keep track of exchanges,

  • And possibly an appointment scheduling tool (Calendly, for example).

The aim here is to maximize useful time: less tool management, more time to call or follow-up with the right prospects.

b) SMEs

As soon as several people are involved in prospecting, the question of coordination becomes central. The tools need to be well integrated, and everyone needs to have a clear view of progress.

An effective stack for an SME generally includes :

  • A CRM connected to all acquisition channels,

  • Aprofessional emailing tool with automated reminders,

  • A shared appointment scheduling solution,

  • Connectors to circulate information (Zapier, Make…),

  • And if possible, a dashboard to monitor results.

The key word here is fluidity. Your tools should save you time, not waste it.

c) Large companies

In larger structures, the stakes change: high data volumes, multiple teams, complex processes… So we need to think in terms of centralization and governance.

Key accounts often need :

  • A centralized CRM to manage all customer relations (Salesforce, Microsoft Dynamics…),

  • A marketing automation tool linked to databases (Ediware, for example),

  • A lead scoring and attribution system,

  • Advanced reporting tools,

  • And sometimes even data enrichment orcommercial AI solutions.

The aim here is to structure, automate and analyze on a large scale. But beware: the more complex the stack, the greater the need for training and support. Without it, even the best tools can become ineffective.

6. Extension: technological evolution roadmap

Putting the right tools in place is all well and good. But knowing when and how to upgrade them is even better. Because your needs will change over time: more prospects to handle, a growing team, more complex campaigns… Your stack needs to keep pace.

Step 1: Launch with the essentials

Initially, focus on what saves you time right away:

  • A tool for collecting contacts,

  • Basic CRM,

  • A reliable contact channel (emailing, telephone or LinkedIn).

Keep it simple. The aim is to get started quickly and see results within the first few weeks.

Step 2: Connect and automate

As soon as you have a little volume, remember to circulate the information automatically. This avoids forgetting and wasting time:

  • Synchronization between emailing tool and CRM,

  • Automatic scheduled reminders,

  • Notifications when clicked or answered.

Tools such as Zapier, Make or native platform integrations will save you precious time without technical development.

Step 3: Analyze and optimize

Once your machine is up and running, you can start measuring in detail what works:

  • Which channels generate the best leads?

  • Which campaigns generate the most responses?

  • Which salespeople convert best?

This data will enable you to readjust your strategy and invest where the return is greatest.

Step 4: Large-scale customization

When you have reached a good level of maturity, you can integrate more advanced tools :

  • Behavioral scoring,

  • Personalized content based on prospect profile,

  • Multichannel sequences,

  • AI for qualification or prediction.

But beware: these steps are only useful if the fundamentals are solid. There’s no point customizing if your data is poorly qualified, or analyzing if your teams don’t use the tools on a daily basis.

In short, the best prospecting stack is one that evolves with you, seamlessly, without excessive complexity, and always at the service of your business objectives.

To conclude

Prospecting doesn’t have to be complicated. It just needs to be structured.

In a market saturated with tools, those who succeed are not those who have “the best software of the moment”. It’s those who have built a coherent, easy-to-use environment, perfectly aligned with their way of working.

Instead of looking for the miracle tool, ask yourself the right questions:

  • Is my data reliable?

  • Do my messages arrive safely?

  • Can I keep track of my actions… and my results?

If the answer is no, start there. Then evolve your stack, step by step. Incorporate what saves you time. Remove the clutter. And never forget that tools are no substitute for a clear strategy. They only make it more effective.

It’s not about having lots of tools. It’s about using the ones that are really useful to you.
And Ediware comes out on top in this respect: a platform that’s simple to use, yet comprehensive enough to adapt to all company profiles – whether you’re self-employed, an SME or a large corporation.

Categories
Miscellaneous Technical

How can you combine email and SMS to effectively relaunch your prospects?

Problem: emails drowned in the mass, inert prospects

Every day, your prospects receive dozens of emails: newsletters, promotions, commercial solicitations… Their inboxes are overflowing, and your own messages are going unnoticed. B2B open rates average around 20% – a large proportion of your target audience no longer even reads your mailings. As a result, prospects go numb: they no longer interact with your campaigns, and your emails remain dead letters. Attempting to remedy this situation by sending ever more emails risksexacerbating the saturation. Your recipients end up losing interest, even labeling you as “just another spammer”. It becomes urgent to find a different approach to wake up these inactive contacts and rekindle their interest.

False solutions: what we’ve all tried before (in vain)

Faced with prospects’ inertia, the temptation is strong to increase the pace or change details, hoping for a miracle. Among the false good ideas often tested:

  • Multiplying email blasts: bombarding the inbox in the hope of “forcing” attention. In reality, this worsens saturation and accelerates disengagement.

  • Constantly changing the subject or design of your messages: looking for the magic formula that’s guaranteed to get people to open. These adjustments have a limited impact as long as the over-solicitation is not resolved.

  • Relaunching via the same channel, without personalization: repeating the same message to non-respondents. This blind repetition tires more than it convinces.

These attempts rarely result in significant gains. Why? Because they remain confined to a single channel and don’t fundamentally change the approach. By continuing in this way, you hope for a different result without changing your strategy – in vain. Admittedly, the problem lies not in the form of your e-mails, but in the single-channel approach itself.

The real way forward: synchronizing email and SMS channels

To breathe new life into your campaigns and re-engage your prospects, the solution lies in multi-channel. More precisely, coupling SMS and email in a coherent sequence. Rather than relying entirely on email, or carrying out isolated actions, we orchestrate coordinated mailings between these two channels.

Why this SMS/Email duo? Because it combines the best of each channel. Email lets you share rich, detailed content – it’s the ideal medium for in-depth information. SMS offers instant reach: it’s read within minutes on the mobile. Synchronizing the two ensures that your key message is both seen and understood by the prospect.

In concrete terms, you need to define a contact scenario in which each message has a precise role and optimized timing. For example, after an informative email, schedule a targeted SMS reminder a few days later for those who haven’t opened it. Intelligently alternating channels in this way helps to wake prospects up from their torpor and guide them step by step through your conversion tunnel. Used sparingly, this duo will pleasantly surprise prospects and set you apart from the competition – without inundating them with messages.

Two channels with complementary strengths

  • Email excels at informing and convincing on substance. It can detail a value proposition, integrate visuals and links, and personalize content to suit the target audience. Its downside: it can easily be ignored or relegated to the background in a cluttered inbox.

  • SMS shines for its immediate impact. 90% of text messages are read within minutes of receipt. An SMS is short, to the point and captures attention in the moment – ideal for alerting, reminding of a deadline or creating a sense of urgency. On the other hand, the message needs to be brief and not go into too much detail.

By combining the two, you combine impact and precision. SMS delivers the key information instantly, while email provides the context and details to convince. One gives the alert, the other deploys the argument. Together, they create a more effective harmony than each channel on its own.

5 practical strategies for combining SMS and email

  1. Remind non-openers by SMS (D+3) – A few days after an unopened emailing, send a reminder SMS (rather than resending the same email). For example: “Just a reminder: you might be interested in our special offer. Check your emails or contact us to find out more”. This express reminder will encourage the prospect to finally take a look at your message.

  2. Accompany an important email with an SMS alert – For an important email (sales proposal, VIP invitation…), add an SMS alert so it doesn’t go unnoticed. Keep the message brief: “[Company]: you have received an important email concerning [subject]. Please check it as soon as possible”. This text message signals that a valuable message is waiting in the prospect’s mailbox.

  3. Use SMS as an event reminder – The day before or the morning of an event (webinar, online demo…), an SMS reminder ensures that your registrants don’t forget the appointment. For example: “Reminder: the webinar “[Title]” starts at 10am. The login link is in your email”. This reminder increases participation rates by reminding you of key information at the right time.

  4. SMS confirmation of an action carried out via email – After an email registration or download, a confirmation SMS can be used to thank the prospect and immediately validate their action. For example: “Thank you for registering! All the details are waiting for you in your mailbox”. The contact is reassured immediately, even if he hasn’t yet seen the confirmation email.

  5. Manage urgent communication: Simultaneous SMS + email – In an emergency, combine an immediate SMS alert with a detailed email sent almost simultaneously. For example: “[Urgent] [Company]: please read the important email we have just sent you concerning [subject]”. The SMS ensures that the critical information is seen right away, the email provides the full context.

These five strategies show how SMS and email work in tandem to dramatically improve the effectiveness of your campaigns. Each one corresponds to a frequent use case in B2B prospecting, from reviving dormant contacts to increasing event attendance. The key is to add value to each message, avoid redundancy, and choose the right timing for each channel.

Going further: integrating other channels

The SMS/Email duo is an excellent start to energize your sequences. But you can go even further by integrating other channels. For example, a phone call to a highly committed prospect (identified using Ediware scoring ) will provide the decisive human touch to close the deal. Similarly, a personalized postal letter sent to a VIP target will leave a lasting impression – precisely because this gesture has become rare today. These more expensive channels should remain the exception, but used at the right time, they further strengthen the relationship forged by email and SMS. The important thing is to maintain overall coherence: each point of contact forms part of the same narrative and reinforces each other, without ever overwhelming the prospect.

By orchestrating all these levers on a single platform like Ediware, you can ensure consistency and seamless coordination. Email, SMS, call, mail – each channel has its place in guiding the prospect from first contact through to appointment or purchase.

To conclude, test SMS/Email coupling with Ediware

In B2B, getting your prospects out of their inertia requires aninnovative approach. The SMS/email coupling strategies we’ve just seen show how a well thought-out multi-channel approach can make all the difference. By combining theimmediacy of SMS with the richness of email, then adding other channels if necessary, you multiply your points of contact and maximize your chances of conversion.

Of course, orchestrating such scenarios manually would be complex. That’s where a specialized platform like Ediware comes into its own. Ediware centralizes your communications and automates these multi-channel scenarios, with functions for automatic reminders, multi-channel campaigns and scoring to prioritize your actions. In just a few clicks, you can define your personalized paths – for example, “if email not opened after 3 days, then SMS reminder”. You stay in control of your strategy, and the platform executes the right actions at the right time.

Don’t let your emails go to waste. Innovate by combining SMS and email, test these concrete strategies and adapt them to your context. Your prospects will notice this multi-channel attention, and your results will be all the better for it. It’s time to take action: why not try orchestrating these sequences with Ediware right now? You’ll gain in responsiveness and sales performance.

Categories
Miscellaneous

Manage your email database legally

The effectiveness of an emailing campaign is measured not just by the number of messages sent, but by the quality of the interactions generated. A poorly managed database can turn your best marketing tool into a legal and commercial nightmare. Between strict regulations, risks of sanctions and loss of customer confidence, managing your emailing database requires a methodical and respectful approach. 🎯

Understanding the risks: what is spam and why avoid it?

To manage your emailing base properly, you first need to understand what not to do. Spam, in the context of email marketing, refers to unsolicited messages, often of a commercial nature, sent en masse to a multitude of recipients. These messages are generally perceived as intrusive and unwanted by users.

The impact of spam on companies and users is far from negligible. For companies, sending spam can seriously damage their reputation. Recipients of these unwanted messages often develop a negative perception of the sending company, which can lead to a loss of trust and, consequently, a loss of customers. 📉

What’s more, spam can result in legitimate company messages being placed in recipients’ spam folders, reducing the reach and effectiveness of email marketing campaigns.

The consequences of spam for your business

  • Damage to brand reputation
  • Lower deliverability rate
  • Legal penalties and fines
  • Loss of customer confidence
  • Blocking by ISPs

Understanding the nature of spam and its impact is essential for marketing professionals. This underlines the importance of adopting responsible emailing practices, in line with regulations such as the RGPD.

Legal fundamentals: managing permissions under the RGPD

Now that we’ve identified the risks of spam, let’s look at the solutions. Permission management is the cornerstone of a successful, compliant emailing strategy.

Respect confidentiality and regulations 🔐

Respecting privacy and regulations isn’t an option, it’s a necessity! 🌍 Understanding and correctly applying legislation, such as the General Data Protection Regulation (GDPR) in Europe, is essential to building trust and maintaining the legitimacy of your brand.

1. Legal knowledge

It’s crucial to familiarize yourself with the relevant laws in the regions where your subscribers reside. The RGPD, for example, imposes strict rules on the consent, collection, storage and processing of EU citizens’ personal data. 📚

2. Clear and explicit consent

Make sure your subscribers have explicitly agreed to receive your emails. This means:

  • No pre-checked boxes or implied consent
  • Transparent, explicit consent through positive action
  • Clear information on data use

3. Right to be forgotten

Users need to be able to easily unsubscribe and request the deletion of their data. Making this process simple and accessible builds trust. 🚫

4. Data protection

Invest in data security to protect your subscribers’ personal information from breaches. Measures such as encryption and regular audits are fundamental. 🔒

5. Training and updates

Keep abreast of legislative changes and train your team regularly on these aspects. Compliance is an ongoing process, not a fixed destination. 📈

The CNIL’s position on commercial prospecting by email

The French Data Protection Authority (Commission Nationale de l’Informatique et des Libertés – CNIL) has established clear rules for commercial prospecting by e-mail, distinguishing between BtoB and BtoC practices.

BtoC prospecting: mandatory consent

The CNIL draws a clear distinction between canvassing aimed at private individuals and canvassing aimed at professionals. For private individuals, the rules are strict.

Advertising by e-mail is possible, provided that people have given their explicit consent before being canvassed.

For private individuals, the CNIL requires :

  • Explicit prior consent
  • Clear information at the time of collection
  • A positive action by the person (checkbox not pre-ticked)

Exceptions to prior consent

The CNIL makes two important exceptions:

  1. Existing customer: If the prospect is already a customer of the company and if the prospecting concerns similar products or services provided by the same company.
  2. Non-commercial canvassing: If the canvassing is not of a commercial nature (e.g. charitable).

BtoB prospecting: legitimate interest

While the rules are strict for private individuals, the CNIL takes a more flexible approach to commercial prospecting between professionals.

Prospecting towards professionals may be based on the organization’s legitimate interests.

For professionals, the rules are more flexible:

  • Mandatory prior information
  • Simple, free right of objection
  • Object related to the recipient’s profession

Generic business addresses

Generic business addresses such as info@nomsociete.fr, contact@nomsociete.fr or commande@nomsociete.fr are corporate addresses. They are not subject to the above principles.

Obligations common to all prospecting

Whatever the nature of your prospecting (BtoB or BtoC), certain obligations apply to all commercial emails.

Whether BtoB or BtoC, every electronic message must :

  • Identify the advertiser
  • Provide an easy way to unsubscribe (unsubscribe link)
  • Respect the choice to unsubscribe immediately

The RGPD, an asset for your emailing strategy

Far from being a constraint, RGPD compliance can become a real competitive advantage for your company.

The RGPD is fully in force and compliance is not simply a legal obligation, but a key element in building a relationship of trust with your contacts. By adhering to the standards set by the CNIL, companies demonstrate their commitment to data protection and privacy.

This approach is essential for :

  • Maintaining your company’s reputation
  • Ensuring the sustainability of your marketing strategies
  • Create a lasting relationship of trust with your customers
  • Optimize the performance of your campaigns

Remember: ethical, respectful marketing is always winning marketing! A well-managed, RGPD-compliant and user-friendly emailing base will always perform better than one put together in a rough way. 🚀🌟

The key to success lies in balancing commercial efficiency with regulatory compliance. By following these recommendations, you can build a sustainable, high-performance emailing strategy that protects both your company and your recipients.

Categories
Miscellaneous

Summer sales: Don’t miss out!

Boost your sales with the Ediware platform

Summer sales are a key period for boosting sales, clearing stock and rekindling customer interest. But to maximize your results, careful preparation is essential. Ediware offers you all the tools you need to make your email campaigns a success and capture your prospects’ full attention.

Pre-sales: Anticipate the craze with an early promotion

Pre-sales are an effective strategy for attracting customers before the official launch of the sale. By sending exclusive promotions before the official start of the sales, you can create a sense of urgency while increasing prospect engagement. Here’s a suggested calendar for your sales promotion email campaigns:

Period Action Target
10 days before the sale Send a teaser email Announce upcoming discounts and exclusive pre-sale promotions.
7 days before the sale First pre-sale email with special discounts Attract customers with exclusive offers before the official start of the sale.
3 days before the sale Send pre-sale reminders Stimulate purchases with reminders of the best offers and popular products.
D-Day (start of sales) Official launch of sales with exclusive promo codes Create immediate excitement with deep discounts and reminder offers.

Clean up your database for better deliverability

Before sending out your emails, make sure your contacts are up to date. Ediware offers you the CleanMyList module, a powerful tool for :

  • Eliminate invalid addresses (NPAI)
  • Delete unsubscribers and inactive contacts
  • Optimize your sender reputation to improve deliverability

Effective cleaning ensures that your e-mails arrive directly in your inbox, not as spam.

Create high-performance emails with our intuitive editor

With Ediware’sdrag-and-drop editor, you can create professional, responsive emails suitable for all devices.

  • Clearly display discounts and promotions
  • Highlight the sale end date (urgency creates desire)
  • Make sure your CTAs (Call To Action) are visible right at the start of the message.

Automate your campaigns for greater efficiency

Why limit yourself to a single mailing? With Ediware, you can automate your entire communication sequence:

  • Announce the launch of sales or pre-sales.
  • Follow up contacts who clicked but didn’t buy with an additional promo code. The API allows you to synchronize your customers on the platform.
  • Send a last-chance reminder at the end of the sale

This allows you to maximize the impact of sales without having to send each message manually.

Analyze your performance to adjust in real time

Follow the results of your campaigns in real time with detailed statistics available on your dashboard:

  • Open rate and click rate
  • Recipient behavior (clicks, conversions, etc.)
  • Analyze the breakdown by segment to adjust your messages according to observed performance

Adjust your campaigns on the basis of this data to continually improve your results.

Post-campaign follow-up: Capitalize on results

Once the sales are over, it’s crucial to track the impact to maximize long-term profits. Here are a few things you can do once your campaigns are over:

  • Track customer returns: Make sure you manage returns smoothly and send personalized messages to thank your customers and offer them exclusive deals.
  • Loyalty: Leverage data from customers acquired during sales to create loyalty campaigns tailored to their preferences and buying habits.
  • Overall performance analysis: Compare your campaigns with previous sales to identify areas for improvement and the actions that generated the best results.

SMS Marketing: Follow up your customers efficiently

As a complement to email, SMS marketing can be an extremely powerful tool for increasing in-store traffic and boosting conversions. With a read rate of over 90% in just a few minutes, SMS allows you to :

  • Reminders of last-minute offers or urgent promotions.
  • Send geolocation notifications to attract customers to your physical stores.
  • Follow up with interested customers who have not yet made a purchase.

Ediware lets you send personalized, perfectly targeted SMS messages, in sync with your email campaigns, to guarantee maximum impact.

Categories
Miscellaneous

Email marketing – writing the message body that converts

In a business environment where every small business and agency receives an average of 50 emails a day, the way you write the body of your message can make all the difference between a successful conversion and a deleted email. Whether you run a digital communications agency, a BtoB service provider or outsource accounting or human resources, mastering the art of email copywriting has become indispensable.

The problem? Most professionals neglect the body of the message, concentrating solely on the subject line. The result: conversion rates that stagnate at around 2.3%, when they could easily reach 5 to 8% with the right techniques.

In this guide, we reveal three tried-and-tested strategies for turning your emails into real conversion tools: get straight to the point, optimize readability and intelligently enrich your content.

I. Direct-to-the-point strategy: the art of concision

Why conciseness is important in email marketing

Your prospects’ attention is measured in seconds, not minutes. In the digital agency sector, the average professional spends 12 seconds reading an email before deciding whether to continue or abandon it. For BtoB services, this drops to just 8 seconds. Accounting subcontractors have a little more time at 15 seconds, while HR professionals generally allow 10 seconds.

This behavioral reality imposes a golden rule: your main message must be understandable and convincing in less than 10 seconds of reading. This doesn’t mean writing telegraphic e-mails, but structuring the information in such a way that the essential is immediately perceptible.

The challenge lies in striking the right balance between conciseness and persuasiveness. A message that’s too short can appear rushed and lack credibility, while an email that’s too long will lose the reader’s attention before reaching its conversion objective.

Techniques for getting straight to the point

The AIDA structure adapted to email marketing :

  • Warning: punchy first paragraph (1 sentence maximum)
  • Benefits: Concrete benefits in 2-3 lines
  • Desire: Social or statistical evidence (1 item)
  • Action: Clear and unique call-to-action

A concrete example for a communications agency:

“Your competitor has just won 3 new customers thanks to its digital strategy.

Our agency customers increase their sales by an average of 40% with our automated prospecting method.

Créativ+ agency generated 12 qualified leads in 30 days.

→ Discover their strategy in 15 minutes [Book a free call]

List of essential items to include :

  • A customized sector tagline
  • A quantified benefit
  • Concrete social proof
  • A single visible call-to-action

Critical mistakes to avoid

❌ C ommon error Good practice
“We are delighted to present…” “Save 30% on your accounting tomorrow”
5-line company presentation Customer benefit in 1 sentence
Multiple links and buttons 1 main call-to-action
Complex technical jargon Simple, direct language

II. Optimizing readability: facilitating the user experience

Basic principles of readability in email marketing

Readability determines whether your message will be read to the end. Here are the standards to follow:

Essential formatting rules :

  • Paragraphs: 2-3 lines maximum
  • Sentences: 15 words maximum for 80% of content
  • Spacing: 1 blank line between each idea
  • Hierarchy: Headings, subheadings, bullets

Performance comparison by format :

Format used Complete read rate Click-through rate
Compact block text 12% 1,8%
Short paragraphs + bullets 67% 4,2%
Structure with subtitles 78% 5,6%
Optimum combined format 89% 7,3%

Advanced formatting techniques

The structure of your email determines its performance. A winning format starts with a catchy headline that immediately appeals to the reader, followed by a teaser paragraph limited to a maximum of two lines. This approach captures attention without losing the reader in premature detail.

The core of the message should present the main benefit accompanied by a maximum of three key points. This limitation is not arbitrary: beyond three elements, the human brain struggles to prioritize information, and the persuasive impact diminishes. Each point should be formulated as a concrete benefit, not as a technical feature.

The transition to action is made by a one-line connecting paragraph that psychologically prepares the reader for engagement. Social proof, whether in the form of a customer quote or a statistic, reinforces credibility just before the call to action. Finally, a postscript can add further information or create a sense of urgency.

Mobile-first optimization

With over 68% of business emails read on mobile, mobile optimization is no longer optional:

Mobile technical specifications :

Element Optimum size Why
Email width 320-480px Universal display
Button size 44x44px minimum Easy to click
Minimum font 14px Legibility without zoom
Line spacing 1.4 à 1.6 Reading comfort

III. Enriching content: Creating added value

Content strategies for email marketing

Content enrichment turns a simple email into a valuable resource that your prospects retain and share. This approach differs according to your business sector. Digital agencies perform best with content focused on trends and innovations, presented in the form of infographics accompanied by exclusive data. A headline like “5 statistics that will transform SEO in 2025” naturally generates more engagement than a conventional presentation of services.

For BtoB service companies, the focus must be on return on investment and operational efficiency. Numerical case studies create a strong emotional impact, as they project the prospect into a tangible success story. The example of “Customer X increasing sales by 150% in 6 months” speaks directly to the concerns of the VSE manager.

Accounting outsourcers find their strength in compliance and security content. A practical guide such as “Checklist fiscale 2025” answers a recurring anxiety and positions the sender as a trusted expert. HR subcontractors, meanwhile, excel with regulatory templates and advice, such as a “Compliant annual interview template” which provides immediate value.

High-performance enrichment formats

Enriched content efficiency hierarchy :

  1. Authentic customer testimonials (engagement rate +340%)
  2. Exclusive sector data (engagement rate +280%)
  3. Templates and practical tools (+195% engagement rate)
  4. Detailed case studies (engagement rate +165%)
  5. Synthetic infographics (engagement rate +120%)

Example of enrichment for HR subcontractors :

“New: Salary Barometer 2025 [Tech Sector]”

Here are the 3 exclusive insights from our study of 2,847 companies:

Senior Developer: +12% vs 2024 (average €58k) – Digital Project Manager: +8% vs 2024 (average €48k)
Data Analyst: +15% vs 2024 (average €45k)

→ [Download the full study (free PDF)]

Bonus: Excel salary grid template included

Automation and enriched sequences

Nurturing scenario by sector :

For communication agencies (sequence 5 emails) :

  • Email 1: Free diagnostic + audit tool
  • Email 2: Similar customer case + quantified ROI
  • Email 3: Sector trend + analysis
  • Email 4: Strategic template + guide
  • Email 5: Personalized offer + urgency

Powerful behavioral triggers :

Prospect action Triggered automatic email Average conversion rate
Download resource Email with additional content 8,4%
Visit price list page Customer testimonial + offer 12,1%
Abandon form Simplification + reassurance 6,7%
Click-free opening Reformulation benefit 4,8%

IV. Putting the sector into practice

Email marketing for communications agencies

Positioning expertise – Template type :

Subject: Agency [City]: +180% leads in 60 days

Hello [First name],

Créativ+ (Nantes) was at 80% capacity. Problem: how to grow without hiring?

Our 3-step solution: – Automate prospecting (gain: 15h/week) – Optimize conversion tunnel (+180% prospects) – Scaling virtual team (cost: -40%)

Result: 12 new customers in 60 days

→ [See their full strategy – 15 min]

Agency-specific checklist :

  • [ ] Mention a competitor or similar case
  • [ ] Calculate time savings or sales
  • [ ] Offer free audit or diagnosis
  • [ ] Use business vocabulary (ROI, conversion, scaling)

Emailing strategies for BtoB service providers

Personalized relationship approach :

BtoB VSEs rely on proximity and trust. Here’s the optimal structure:

Framework “Partenaire de Confiance” :

[Contexte personnel/local]
   ↓
[Problème spécifique métier]
   ↓
[Solution éprouvée + preuve]
   ↓
[Next step simple et humain]

Case study – VSE management consultancy :

Hello Mr. Martin,

Congratulations on the extension of your showroom on avenue Foch!

This growth often raises a question: how to optimize cash flow without making management more complex?

3levers we activate for our retail customers: – Negotiating supplier lead times (+30 days on average) – Optimizing the invoicing cycle (-15 days) – Setting up automated weekly reporting

Similar customer result: +€47k of available cash

Interested in a free 30-minute audit? Simply reply “YES” to this email.

Emailing for specialized subcontractors

Accounting: Trust and expertise

The accounting industry demands a reassuring and professional approach:

Points of differentiation to integrate :

  • Certifications and approvals
  • Precise sector expertise
  • Responsiveness and availability
  • Expertise in digital tools

Accounting subcontractor template :

Subject: Cabinet [Ville]: Automated VAT return

Hello,

New service for accounting firms: outsourced VAT returns with 48-hour guarantee

Your gain : – 12 hours/month free time per employee – Zero reporting delays (contractual commitment) – Rate: 40% less expensive than full-time work

Our references: ✓ 15 years as a chartered accountant ✓ Approval no. 2024-XX-XXX
✓ 47 partner firms

→ [Free test on 3 folders]

HR: Humanization and compliance

Specific HR structure :

  • Human issues in focus
  • Reassuring regulatory aspect
  • Concrete operating profit
  • Partnership approach

Example of an HR subcontractor:

New disability regulations: are you up to date?

Since January 2025, AGEFIPH sanctions have been tightened. Risk: up to €8,000 fine per undeclared employee.

Our compliance service: – Full DOETH audit (2 hours maximum) – Automated declaration of compliance – Ongoing regulatory monitoring

Rate: €89/month for companies with fewer than 50 employees

→ [Free audit – Online appointment]

V. Measuring and optimizing campaigns

Essential email marketing KPIs

Performance dashboard by sector :

Sector Target open rate Target click-through rate Target conversion rate Average ROI
Digital agencies 28-35% 4,5-7% 2,8-4,2% 420%
BtoB Services 22-28% 3,2-5,1% 1,9-3,4% 380%
Outsourced accounting 32-38% 5,8-8,2% 3,1-5,7% 520%
HR outsourcing 25-31% 4,1-6,3% 2,4-4,1% 450%

Advanced audience metrics

Key behavioral indicators :

  • Average playback time: 45-60 seconds (optimal)
  • Transfer rate: 8-12% (virality)
  • Direct response rate: 2-4% (commitment)
  • Deliverability score: >95% (inbox)

Priority A/B tests :

Item tested Impact on conversion Recommended frequency
Email subject +45% maximum Each mailing
Main AHU +67% maximum Monthly
Time of dispatch +23% maximum Quarterly
Message length +34% maximum Bimonthly

Analysis and optimization tools

Your choice of emailing platform largely determines the success of your email marketing campaigns. An effective solution needs to combine ease of use with advanced functionality, particularly for small businesses and agencies that don’t always have dedicated technical resources.

Essential criteria include an intuitive interface that lets you quickly create professional campaigns, responsive templates that automatically adapt to different screens, and an automation system capable of handling complex sequences without manual intervention. Real-time analytics remain indispensable for rapidly adjusting ongoing campaigns.

Ediware meets these requirements perfectly with an approach specially designed for the French market. The platform integrates all the necessary tools in a unified interface: drag-and-drop editor, advanced segmentation, automated A/B testing and detailed reporting. French-language customer support and a premium deliverability guarantee complete an ecosystem designed to maximize results for small businesses and agencies.

Monthly optimization checklist :

👉 Clean email base (bounces, inactives)
👉 Analyze email heat maps
👉 Test 2 CTA variants
👉 Segment by behavior
👉 Adjust sending frequency
👉 Check sender score

To conclude

Message body copywriting in e-mail marketing is no longer an art, but a precise science. The three strategies we’ve detailed – strategic conciseness, optimized readability and intelligent enrichment – can transform your results in a matter of weeks.

Summary of potential gains :

  • Open rate: +45% with appropriate conciseness
  • Click-through rate: +67% with optimal readability
  • Conversion rate: +89% with enriched content

Sector-specific adaptation remains the key to success. A digital agency doesn’t communicate like an accounting subcontractor, and your emails must reflect this specificity.

What’s your next step? Choose one of the templates presented, adapt it to your business and test it on your next campaign. You’ll be amazed at the results.

Additional resources

Pre-shipment checklist: 10 checkpoints

Subject: 6-8 words, clear benefit
Sender: Name + recognizable company
✅ Hook: 1 sentence, immediate benefit
Structure: Short paragraphs, bullets, spacing
✅ AHU: only 1, visible, operable
✅ Mobile: Test smartphone display
Personalization: First name + context if possible
Social proof: Testimonial, figure, reference
P.S.: Additional information or emergency
Signature: Direct contact, useful links

Ready-to-use templates

Template Agence Communication :

Objet : [Ville] Agence : +[%] prospects en [délai]

Bonjour [Prénom],

[Accroche concurrent/marché local]

Notre méthode [nom] génère :
• [Bénéfice 1] (+[chiffre]%)
• [Bénéfice 2] (gain : [temps/argent])  
• [Bénéfice 3] (coût : -[%])

Résultat client : [métrique concrète]

→ [CTA découverte stratégie]

P.S. [Bonus ou urgence]

Template TPE Services BtoB :

Objet : [Entreprise] : [problème] résolu ?

Bonjour M./Mme [Nom],

[Contexte personnalisé/local observé]

[Question/problème métier spécifique]

3 solutions que nous appliquons :
• [Solution 1] ([gain])
• [Solution 2] ([gain])
• [Solution 3] ([gain])

Client similaire : [résultat chiffré]

Intéressé par [offre discovery] ?
→ Répondez "OUI" à cet email

Cordialement,
[Signature]
Categories
Miscellaneous

Emailing and data protection: a simple explanation

Emailing remains one of the most effective channels for communicating with prospects and customers. But in Europe, its use is framed by strict rules designed to protect personal data. Between the RGPD and the ePrivacy directive, it’s no longer enough simply to have an email list: you also have to ensure that contacts have given their consent, that their data is secure, and that every mailing complies with the laws in force. Compliance isn’t just about avoiding sanctions: it’s also about strengthening the trust and quality of your customer relationships.

1. The two pillars of regulation

1.1. RGPD: the basis for all data collection in Europe

Since 2018, the General Data Protection Regulation (GDPR) has been the reference text for personal data protection in the European Union. It applies to any organization, European or not, as long as it processes data relating to EU residents, which of course includes email campaigns.

The RGPD covers any information that directly or indirectly identifies a person: surname, first name, email address, browsing behavior, etc. To put it plainly, every email marketing sent to a European individual falls within the scope of the RGPD.

Fundamental principles :

  • Legality, fairness, transparency: recipients must be clearly informed about the use of their data.

  • Minimization: only strictly necessary data should be collected (e.g. e-mail, first name).

  • Limited shelf life: no need to keep contacts inactive for years.

  • Security and confidentiality: your databases need to be protected against leakage or unauthorized access.

What is the legal basis for sending emails?

Two main options are provided by the RGPD:

  1. Explicit consent
    The recipient gives his consent freely and with full knowledge of the facts. This consent must be active (box unchecked by default), and documented (proof to be kept).

  2. Legitimate interest
    In certain cases (particularly in B2B or for existing customers), the company can justify sending information without formal consent, if it can demonstrate that this does not infringe the rights of the recipient. This requires a formal balancing test.

💡 Practical tip: in the absence of a pre-existing relationship or B2B context, explicit consent remains the safest route.

1.2. The ePrivacy Directive: the specific framework for electronic communications

Less publicized than the RGPD, the “Privacy and Electronic Communications” directive, often referred to as ePrivacy, complements the RGPD by providing a framework for communication methods: emails, SMS, cookies, etc. It lays down the ground rules for electronic canvassing and consent gathering via websites.

Unlike the RGPD, this directive is not directly applicable: it is transposed into national laws, leading to variations from country to country. This makes compliance more complex for Europe-wide email campaigns.

Consent and prospecting: the main points

  • In principle, prior consent is required to send a commercial e-mail to an individual.

  • This consent must be clear, free, specific and informed, and given through an explicit action (e.g. checking a box, validating a form).

  • Some countries require double opt-in (e.g. Germany, sometimes France), i.e. confirmation of the email address by clicking on a validation email.

  • Others tolerate soft opt-in under strict conditions: if the person is already a customer, and the message concerns similar products or services.

🔎 Example: in France, article L34-5 of the Code des postes et des communications électroniques takes up this logic, with an exception for existing customers, provided they are offered a simple option to unsubscribe.

For several years, Ediware has taken rigorous measures to ensure the protection of its customers’ and partners’ personal data. Thanks to the Privacy Protection Pact, the company guarantees ongoing compliance with the requirements of the RGPD and ePrivacy directives, ensuring security, transparency and respect for consent in all its operations, including email campaigns.

2. Best practices for collecting and managing consents

To send email campaigns that comply with European regulations, it’s essential to follow certain best practices, particularly when collecting and managing user consent. Here are the key points to implement:

Structured, informative form

From the outset, your registration form should indicate in a simple, understandable way why you’re collecting the email address. Is it to send a newsletter, commercial offers or satisfaction surveys? Make this clear.
Make sure each purpose is clearly identified, and avoid pre-ticking boxes. Internet users must make an active choice to give their consent. For example, they can tick one or more boxes themselves, depending on the type of message they wish to receive.

Double opt-in: a guarantee of reliability

Although not mandatory, double opt-in is strongly recommended. This involves sending a confirmation email after registration, asking the user to click on a link to validate their choice. This guarantees that the address is valid and that consent has been given. It’s also a good protection in the event of a control or complaint.

Preference management

Offering a preference center gives your subscribers greater control over what they receive. They can choose the frequency of messages (weekly, monthly…), the type of content (news, promotions, events), or change their contact details. This improves the user experience and reduces unsubscribing.

Quick and easy to unsubscribe

Every marketing email you send out should have a visible unsubscribe link, usually at the bottom of the message. This link should work in a single click, with no complicated steps. As soon as a person unsubscribes, you should stop sending within 24 hours. This shows that you respect their choices and helps preserve your reputation as a sender.

3. Data security and storage

Once you’ve collected your contacts’ e-mail addresses, it’s important to protect them. In the event of leakage or mismanagement, you’re not only legally liable, but your credibility is also at stake.

First of all, your databases need to be encrypted. This means they must be protected by security protocols such as TLS/SSL during exchanges, and ideally also encrypted at rest (in your servers or CRM tools). This prevents unauthorized access.

Next, limit access to this data. Only authorized persons, such as your communications manager or marketing service provider, should be able to consult or manipulate e-mail lists. To achieve this, set up restricted access rights and avoid uncontrolled sharing.

Finally, don’t forget that you can’t keep data indefinitely. It is recommended to delete contacts that have been inactive for more than 2-3 years, unless they have expressed a new interest. This is part of the RGPD’s “minimization” and limited retention obligations.

4. Specific national requirements: a framework that varies across Europe

Although the RGPD is common to all EU countries, the precise rules for email marketing may vary slightly between member states, not least because of local transposition of the ePrivacy Directive.

Here are a few examples to be aware of if you are sending emails to contacts in different European countries:

Country Opt-in required Local peculiarities
France Yes The CNIL strongly recommends the use of double opt-in to prove consent.
Germany Yes The framework is very strict: the absence of formal proof of consent can lead to substantial fines.
Spain Yes It is compulsory to keep a record of the consent given by the user.
Belgium Yes All marketing communications must be based on explicit consent, even where there is an existing customer relationship.

This means that, even if you’re based in just one country, you need to adapt your practices if you have subscribers abroad. To remain compliant, it’s often simpler to apply the strictest standards (such as double opt-in and proof archiving) to all your mailings.

To conclude

Complying with email marketing legislation in Europe is essential to avoid penalties and build lasting relationships with your contacts. But beyond legal obligations, it’s also an opportunity to adopt more efficient and secure tools.

Rather than collecting and sending emails yourself, we strongly recommend using a professional emailing router. These platforms offer much more than just sending: they automatically manage consents, unsubscriptions, double opt-in, data security and campaign traceability. They keep pace with regulatory changes, and help you avoid technical or legal errors.

In short, a professional router means more compliance, greater reliability and real time savings, while improving the deliverability and performance of your campaigns. A solution that’s both strategic and reassuring for any company anxious to do things by the book… and efficiently.

Categories
B2B email-marketing Miscellaneous

Email marketing: harness the potential of your clickers

Why focus on “clickers”?

You’ve carefully crafted the subject line, refined the content and precisely segmented your database, but in the end, some of your contacts clicked. This simple gesture reveals a powerful signal: the desire to find out more. Yet too many companies let this hot lead go cold, for lack of a clear follow-up plan. The result: a prospect ready to take action disappears, conversion stagnates and deliverability stagnates.

Relaunching your clickers means capitalizing on the interest already expressed, while maintaining commercial pressure on the rest of the base. Better still: if carried out methodically, the follow-up sequence nurtures the relationship, improves your reputation as a sender and reduces your acquisition costs.

In this article, you will discover :

  • how to qualify and segment your audience to speak to the right contact ;

  • ideal timing to maximize engagement (“1-4-11” cadence);

  • three email formats that turn attention into action;

  • the key automations to set up in Ediware to leave nothing to chance ;

  • KPIs to track and mistakes to avoid to maintain optimal deliverability.

Get ready to turn a simple click into a real business opportunity.

1. Who are your “clickers”?

1.1 – Definition and qualification criteria

A clicker is not a simple opener: it’s a contact who has opened and clicked at least once on a link in your email.
These two actions together reveal :

  • An explicit interest in your subject or offer;

  • Active curiosity: they want to find out what’s behind the link.

Remember: a clicker is no longer a cold prospect, but a warm lead, ready to be nurtured or converted.

1.2 – The business value of a hot prospect

Why focus your efforts on them?

  • Higher conversion rate: according to Ediware’s internal data, clickers convert 2 to 3 times more than the database average.

  • Lower acquisition costs: each euro invested in a clicker yields a higher return than the same euro spent on broad prospecting.

  • Positive impact on deliverability: addressing an engaged segment strengthens your domain’s reputation with ISPs.

1.3 – Tailor-made treatment is essential

If you treat a clicker like any other subscriber, you run the risk of :

  • dilute its attention in a generic communication ;

  • miss the opportunity to answer his immediate questions;

  • see its interest wane in favor of a more responsive competitor.

Your mission: identify these signals, isolate the segment and build an appropriate follow-up sequence – timing, content, tone. This way, you keep the conversation going at the precise moment when the prospect is ready to move on.

2. Segment effectively before relaunching

2.1 – Extract the “clicked” segment in your platform

To begin with, it’s essential to isolate, in your emailing tool, all the contacts who have demonstrated this valuable commitment. In practice, most platforms – Ediware included – offer a “clicked on…” filter. In this way, you can identify the recipients concerned in a matter of seconds. As soon as this segment is created, remember to save it, so you can easily enrich or exclude it later.

2.2 – Refining segmentation: links, context and tunnel phase

Secondly, it is not enough to know who has clicked; it is also necessary to understand what they have clicked on and under what conditions:

  • Type of link: a click on a product sheet has a different meaning to a click on a blog post.

  • Device and time of day: a mobile click late at night may indicate a quick consultation; conversely, a desktop click in the middle of the morning suggests a more relaxed approach.

  • Stage of maturity: in addition, if this contact was already in your funnel (e.g. free trial in progress), the follow-up should be calibrated accordingly.

By combining these parameters, you avoid sending the same message to everyone; you adapt the angle, vocabulary and degree of urgency to each profile.

2.3 – Clean and enrich data for advanced personalization

Finally, before triggering any sequence, make sure that the information associated with each contact is reliable. For example:

  1. Check key fields (first name, company, sector); a misspelled first name immediately breaks the personalization effect.

  2. Fill in missing data, for example via an enrichment API or a quick phone call.

  3. Eliminate duplicates or suspect addresses, and preserve your reputation as a sender.

Thanks to a clean, rich segment, in the next phase you’ll be able to weave a tailor-made discourse; as a result, the recipient will really feel that this message was written for them – and not for an impersonal list.

3. The ideal cadence:
the “1-4-11” rhythm

Timely follow-up isn’t just a question of timing; it’s above all a psychological lever. In other words, it’s about reappearing at the precise moment when the prospect still remembers you, without feeling harassed. To achieve this, the most tried-and-tested method remains the “1-4-11” sequence, i.e. :

Step Time after click Main intention Desired result
Relaunch 1 – Reminder Day + 1 Validate interest, clear up initial objections Direct answers
Relaunch 2 – Adding value Day + 4 or + 5 Prove your expertise with concrete content New clicks / downloads
Relaunch 3 – Mild emergency Day + 11 or + 12 Encourage action before the offer closes Appointments / Sales

3.1 – Why relaunch the very next day?

First of all, a call-back within 24 hours capitalizes on the prospect’s fresh memory. Indeed, his click proves that he has already given a few seconds to your proposal; reaching out to him immediately reinforces the impression of responsive customer service.

3.2 – Four days later: food for thought

After that, allowing three to four days to elapse gives you time to reflect. During this time, your contact can compare, consult colleagues or simply digest the information. The second email then arrives as a welcome resource: case study, practical guide, customer testimonial… So you can continue the conversation without unnecessary pressure.

3.3 – Relaunch one last time a week later

Finally, by the eleventh or twelfth day, the prospect is likely to move on. Introducing a light notion of urgency (“there are only three demo slots left this week”) helps them to make a decision, while remaining respectful. What’s more, this deadline sets a framework: if the person doesn’t respond, you can switch them to a later nurture, without risking irritation.

3.4 – Adjust to your sales cycle

Of course, this rhythm is not set in stone. For example, in high-value B2B software, a longer purchase cycle may justify a delay: D + 2, D + 7, then D + 14. Conversely, for a limited promotional offer, a reminder on D + 3 then D + 6 may be more appropriate. The key is to remain consistent with :

  • price and complexity of the offer;

  • season (vacation period, trade shows) ;

  • first-click behavior (time on page, new visit, etc.).

In short, the “1-4-11” cadence forms a reliable backbone; it’s up to you to modulate it to suit your audience’s expectations.

4. Three relaunch formats that convert

Once you’ve set the right tempo, it’s time to choose the right message. In practice, three email templates stand out as the most effective; each has a precise objective and an appropriate tone. In this way, you move step by step towards conversion without ever tiring your prospect.

4.1 – Relaunch 1: personalized callback(plain-text)

The very next day, you send a short, text-based message (like an individual e-mail). In this way, you strengthen your relationship with your prospects.

  • Subject: “May I answer your questions?”

  • Structure:

    1. Personal catchphrase: “Hello {First name}, I noticed your interest in…”

    2. Help proposal: “Would you like an example, a demo or a quote?”

    3. Minimalist CTA: button or simple prompt to reply.

Expected results: trigger a direct conversation, remove any obstacles and confirm the relevance of your offer.

4.2 – Relance 2: adding value (guide, case study, webinar)

Four or five days later, you come back with concrete content. In other words, you go from sales pitch to proof by example.

  • Subject: “[PDF Guide] 3 best practices for {the prospect’s objective} “

  • Contents:

    • summary of the three key points ;

    • download link to guide, video or case study ;

    • bridge to action: “If you’d like to apply these ideas to your context, book a call here.”

With this approach, you position your brand as expert and generous, while taking the prospect further in their thinking.

4.3 – Relaunch 3: gentle emergency (limited places, end of promotion)

As the deadline approaches, a measured sense of urgency drives the decision. However, it’s important to remain honest: the offer or limited window of opportunity must be real.

  • Subject: “2 demo slots left this week”.

  • Message:

    1. A reminder of the major benefit;

    2. Rarity indication: “Agenda almost full, I can still see you on Thursday at 10 a.m. or 2 p.m.”.

    3. Booking link via calendar or direct response.

In this way, you create a non-aggressive dynamic for taking action.

4.4 – High-performance objects & best copywriting practices

To maximize opening and clicks :

Type of reminder Tried and tested Why it works
Personal reminder “A detail to clarify?” Curiosity + your customer service
Expert content “[Case study] +34% qualified leads in 30 days “ Quantified proof, immediate value
Gentle emergency “Last day to enjoy {avantage} “ Clear time frame, repeated benefit

Keep these principles in mind:

  • one idea per email ;

  • a single, visible CTA;

  • a concrete, benefit-oriented language ;

  • moderate length (100 – 150 words) to remain readable on cell phones.

By combining these three formats, you offer a logical progression: first the help, then the value, finally the decision. In this way, your sequence respects the reader’s psychology while serving your conversion objectives.

5. Personalization and design: really talking to the right person

Relaying is good; relaunching with relevance is even better. In other words, every detail – from the first name displayed to the colors of the button – can strengthen (or break) the connection with your reader.
Here’s how to do it, step by step.

5.1 – Using dynamic variables with finesse

First of all, personalization isn’t just about inserting “{Firstname}” in the subject line of an email. You can – and should – go further:

  • Offer consulted: “I saw that you’d downloaded the {Name of guide} guide”; in this way, you show that you’re really following its path.

  • Identified sensitive point: use the Pain Point field to adapt the promise: “…to optimize your logistics costs”.

  • Tunnel phase: if the prospect has already requested a demo, call him back; conversely, offer it when he hasn’t yet taken a step.

Ediware tip: harness the power of the email builder by combining several conditional criteria (first name, sector, link clicked, etc.). This approach generates ultra-personalized emails that give the impression of having been designed individually for each recipient.

5.2 – Adopt the right tone and consistent storytelling

Secondly, personalization also involves writing style. After all, a financial director and a marketing manager do not react to the same arguments.
Therefore:

  1. Choose vocabulary that echoes your target’s everyday life; avoid unnecessary jargon.

  2. Tell a mini-story: “Like you, Claire, Marketing Director at X, was hesitating…”. This technique allows you to project the reader into a similar situation.

  3. Alternate formats: customer testimonials, metaphors, key figures; and vary the rhythm of sentences to maintain attention.

5.3 – Careful design: responsive, readable, frictionless

Finally, even the best text can fail if the layout discourages reading.
As such :

  • Prioritize mobile reading: 50% + of emails are opened on smartphones. That’s why we recommend a maximum width of 600 px and buttons measuring at least 44 × 44 px.

  • Keep just one CTA visible, above the waterline. The simpler the choice, the quicker the decision.

  • Limit the use of heavy images; this way, the e-mail will load quickly, even with 4 G. Instead, use white space to air out the text.

  • Contrast and typography: light gray text on a white background is tiring on the eye; prefer a charcoal gray (#333) and a legible sans-serif font (Arial, Verdana).

Good to know: Ediware includes a “responsive preview mode”; take advantage of this to check the display on iOS, Android and Outlook before sending.

5.4 – Reducing friction until the final click

In addition, each micro-interaction influences the conversion:

Point of attention Good practice Why it works
Pre-header Summarize the promise in 35 words. The reader scans the inbox and instantly understands the value.
Secondary links Turn them into simple gray text. The eye focuses on the main CTA, without distraction.
Offer form Maximum 3 fields (e-mail, first name, company). Fewer fields = more submissions; you fill in later if needed.

By applying these principles, you make the prospect feel at the center of the exchange; as a result, they naturally move towards action – click, appointment or purchase.

6. Measuring and optimizing: key KPIs

Once the relaunch sequence has been deployed, indicator analysis becomes the compass that guides your adjustments. In other words, without rigorous monitoring, it’s impossible to know whether your efforts are bearing fruit. Below you’ll find the main KPIs (key performance indicators) to monitor, along with the associated optimization levers.

6.1 – The six essential indicators

KPI How to calculate it Why it matters First course of action
Open rate Opens ÷ Emails delivered Measures attractiveness of subject line and pre-header Test two subject variants on 20% of the list, deploy the best one
Click-through rate (CTR) Clicks ÷ Opened e-mails Evaluates content relevance and CTA clarity Simplify layout: a single CTA, positioned above the waterline
Response rate Direct responses ÷ Emails sent Indicates level of conversational engagement Add an open-ended question or propose a specific appointment slot
Conversion rate Target actions (demo, quote, sale) ÷ Emails sent Shows the real business impact of the sequence Check consistency between email promise and landing page
Bounce rate Addresses rejected ÷ Emails sent Affects sending reputation and deliverability Clean up the database: delete hard bounces, quarantine soft bounces
Unsubscribe / complaints Unsub or “spam” ÷ Emails sent Indicates pressure or a message deemed inappropriate Reduce frequency or refine behavioral targeting

In practice: track these metrics on a weekly dashboard. This way, you’ll be able to detect any drift quickly and react before it impacts your domain’s reputation.

6.2 – Interpret signals and react step by step

  1. Declining opening rates?

    • Check deliverability: have you changed the sender address or IP?

    • Fine-tune the subject line: add a concrete benefit, remove superfluous capital letters.

  2. Stable CTR but low conversions?

    • Analyze the consistency between the CTA and the target page.

    • Shorten the form: three fields are all you need (email, first name, company).

  3. Bounces or rising complaints?

    • Program a list hygiene: eliminate addresses that have been inactive for 90 days.

    • Re-examine the segmentation: relaunch only recent clickers, not the entire base.

6.3 – Continuous improvement loop

To turn your reporting into an engine for growth:

  • Analyze your results: track performance by campaign, month or segment (new contacts vs. mature leads).

  • Experiment methodically: change only one parameter at a time (object, visual, deadline). This will help you identify the variable that really influences the KPI.

  • Document your tests: keep a record of hypotheses and results to avoid repeating experiments you’ve already carried out.

  • Share the lessons learned with the sales team: a high response rate may herald a peak in demand. By adjusting resources, you can reduce response times and maximize customer satisfaction.

With this approach, you’ll turn every reminder into a measurable element, and every metric into an informed decision. As a result, your actions will no longer be based on intuition, but on tangible data – a guarantee of constant progress and controlled ROI.

7. Common mistakes to avoid

Even with a solid method, some blunders are enough to ruin your efforts. To prevent them, let’s take a look at the most common pitfalls – and above all, the simple ways around them.

7.1 – Over-solicitation: confusing boosting with bludgeoning

Why is this a problem?
When prospects receive too many emails in a short space of time, they end up unsubscribing or, worse, flagging your messages as junk. Your domain suffers, and deliverability drops for the whole base.

How to avoid it?

  • Stick to a maximum of three reminders over fourteen days.

  • Program a pause period: then switch to monthly monitoring.

  • From the very first email, offer a link to a frequency preference (“Receive a monthly summary?”).

7.2 – Generic reminders: forget personalization

Why is this a problem?
A “copy and paste” message loses its proximity effect and drastically reduces the click-through rate.

How to avoid it?

  • Use at least two dynamic variables (first name + offer consulted).

  • Segment your relaunches by type of link clicked: a PDF guide doesn’t follow the same pattern as a product sheet.

  • Check the consistency of your fields; “%FIRSTNAME%” displayed in plain text is the best way to break trust.

7.3 – No clear call to action

Why is this a problem?
The prospect is interested, but doesn’t know what to do; their momentum is lost, and you lose the conversion.

How to avoid it?

  • Limit yourself to a single, visible and explicit CTA (“Book your demo”, “Download the study”).

  • Position it above the waterline; the contact doesn’t need to scroll to act.

  • Use a contrasting design; a neutral button blends into the background, while a prominent one draws the eye.

7.4 – Inconsistent landing pages

Why is this a problem?
If the email promise is not found on the target page, the prospect feels cheated and closes the tab.

How to avoid it?

  • Repeat the same benefit in the email and on the page (identical or very similar title).

  • Keep the page light: a short form and a clear proposal, with no extraneous menus.

  • Optimize loading time; every extra second reduces conversion rates.

7.5 – Ignoring deliverability warning signals

Why is this a problem?
A spike in bounces or complaints sends your domain into quarantine; your e-mails end up as spam, even for committed contacts.

How to avoid it?

  • Monitor bounces, unsubscribes and complaints after each mailing.

  • Suspend hard bounces immediately.

  • Maintain an average engagement score (opens + clicks) of over 15%; below this, trigger a clean-up operation.

In short, avoiding these mistakes means protecting three pillars: prospect confidence, message consistency and sender reputation. Regular vigilance – combined with the KPIs in the previous section – will guarantee effective and reliable follow-ups.

8. Concluding & Actionable checklist

Key points to remember

  • Capture the right audience first: your clickers are already interested prospects, so treat them as such.

  • Fine-tune the segmentation before writing: the more closely the reminder matches the link clicked, the higher the conversion rate.

  • Stick to the “1-4-11” tempo: a quick reminder, valuable content, then gentle urgency.

  • Take care with personalization and design: a legible, mobile-first and truly relevant message makes all the difference.

  • Measure each step: open, click, respond; then correct anything that falters to maintain the momentum.

Ready-to-use checklist

Step Why When to run it
Extract the “clicked” segment Starting from an engaged base Immediately after initial mailing
Clean up data (first name, company, e-mail) Avoid field errors and bounces Before the first reminder
Program sequence D + 1 / D + 4 / D + 11 Keep the contact hot without saturating it As soon as the segment is created
Write 3 separate emails (reminder, value, urgency) Adapt the tone and objective at each stage Before launching automation or manual sending
Test two objects on 20% of the list Maximize opening from 1ʳᵉ relaunch Continuous, with each campaign
Track 6 key KPIs (opens, clicks, responses, conversions, bounces, complaints) Detect weak points and adjust Weekly
Purge inactive > 90 days Protect domain deliverability Quarterly

What’s next?

You’ve got the ingredients to turn a simple click into a real opportunity. Put the checklist into action today, and watch your conversions grow without increasing your marketing spend.

Need a technical boost? Try Ediware and build your dunning sequence in minutes.

FAQ – Relance emailing

What’s the ideal time to follow up a prospect after a click?
Follow up the next day (D + 1): the click is still fresh, the contact remembers you and the probability of a response is maximized.

How many reminders do you recommend?
Three reminders over a fortnight: a quick reminder, valuable content, then a gentle urgency. Beyond that, the risk of unsubscribing or complaining increases sharply.

How do you measure the success of an email relaunch?
Monitor six indicators: open rate, click rate, response rate, conversion rate, bounce rate and number of complaints. Focus especially on the conversion rate to assess the real business impact.

Do I have to change the object every time I relaunch?
Yes, adapt the subject line to the purpose of the email (reminder, added value, urgency). A separate subject line for each stage clarifies the intention and rekindles interest without appearing repetitive.

When should you clean up your contact list?
Perform a complete clean-up every three months: remove hard bounces, quarantine repeated soft bounces and remove inactives older than 90 days to protect your deliverability.

What’s the difference between plain-text and HTML dunning?
Plain-text looks more personal and passes through some spam filters better; light HTML allows you to add a visual or a CTA button that stands out. Choose according to your audience’s objective and profile.

Should I segment my relaunches by type of link clicked?
Absolutely. A click to a product sheet, a webinar or a blog post doesn’t translate the same need. By adapting the angle, you can often double the conversion rate.

How do you deal with contacts who don’t respond after three reminders?
Put them through a monthly nurturing program (educational content, case studies, industry intelligence). If they remain inactive after 90 days, place them in a “dormant” segment and reduce the frequency.

Can the same contact receive several reminder sequences?
Yes, but never in parallel. Block the entry of a contact already engaged in a sequence to avoid over-solicitation and contradictory messages.

What’s the best time to send a reminder?
Test according to your audience; for B2B, effective reminders often go out between 8:30 and 10:30 a.m., when the inbox is open but not yet saturated.

📧 Ready to turn your clicks into conversions?

Test Ediware and create your first dunning sequence now.
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Categories
Miscellaneous

7 essential checks to keep your emails out of the garbage can

What if your emailing tool isn’t working as well as you think?

There’s one thing many companies forget: an emailing tool isn’t a machine you turn on once and for all. It’s a living, fragile ecosystem that depends on dozens of technical and strategic parameters… often invisible to the naked eye.

Your email subject line may be perfect, your message clear and your targeting precise, but if your collection systems are faulty, if your messages don’t reach the inbox, or if your email templates no longer display correctly on mobile, your whole strategy falters. What’s even more annoying? These problems don’t necessarily show up in your classic statistics.

In a context where :

  • competition in the inbox is increasing all the time,

  • compliance rules are tightened every year,

  • marketing tools are evolving at breakneck speed,

… it’s essential to take a step back and regularly check the health of your emailing tool.

You don’t have to start from scratch every week. But implementing a few simple audits – and repeating them regularly – can make all the difference between a program that purrs along and one that really converts.

Here are 7 essential checks to keep you on track, protect your reputation, improve your results… and prevent your emails from ending up in the trash without even being opened.

1. Collecting systems audit: are your new contacts really arriving in your database?

It’s one of the most neglected links… and yet one of the most strategic.
Your collection system – registration forms, pop-ups, checkboxes, integrations with your CRM or e-commerce tools – is the first point of contact between your prospects and your email program.

And in many companies, it malfunctions without anyone noticing.

A badly configured mandatory field, a double opt-in that no longer sends, a forgotten welcome message, a buggy mobile version… and a flood of potential prospects evaporates into silence.

👉 Check regularly :

  • Can you subscribe to your newsletter from every collection point (website, blog, order tunnel, social networks)?

  • In the case of double opt-in, is the confirmation message sent? Within an acceptable timeframe?

  • Did you receive a welcome email after registration? Is its content always up to date?

  • Are field labels and RGPD mentions clear and visible?

  • Is the registered address injected into the right list, with the right tags or attributes in your platform?

🎯 To be done every 3 months (minimum).
Ideal? Create a tracking table with all acquisition sources and test as if you were a new subscriber. It takes 30 minutes… and can save months of ineffective campaigns.

Don’t let your forms collect empty space. That’s when it all comes down to it.

2. Unsubscribe audit: a broken link can cost you dearly

It’s another part of the journey. And if it’s badly managed, it can do more damage than you can imagine.

An unsubscribe link that doesn’t work, an unsubscribe that isn’t taken into account, a contact who continues to receive your messages after asking you to stop… and you go from being a serious brand to a spammer in an instant. Worse still: you risk a complaint or a penalty.

Too many companies still regard unsubscribing as a mere technical formality. This is a mistake.
It’s a point of contact in its own right, which must be fluid, reliable and fast.

👉 To be checked each quarter:

  • Does the unsubscribe link in your emails work correctly on all messaging systems?

  • Is the unsubscribed address automatically excluded from future campaigns, without delay?

  • Is the status change visible in your database or CRM?

  • Do you offer an intelligent alternative (preference management page, change of frequency, type of content, etc.) to limit losses?

  • Do your transactional messages respect unsubscribe requests (to the extent permitted by law)?

💡 A good unsubscribe system doesn’t seek to retain at all costs. It reassures and respects.
It’s often at this point that the perception of your seriousness comes into play.
And paradoxically, a well-treated unsubscriber is sometimes more likely to return than a badly treated contact.

3. Email template audit: a poorly displayed message is a lost message

Just because your emails looked good last year… doesn’t mean they’re still readable today.

Technologies evolve. So do behaviors. And if you haven’t recently tested the display of your email templates on the latest versions of iOS, Gmail or Outlook, it’s quite possible that some of your messages are now illegible, truncated or visually outdated.

And even if everything looks good… are you sure the content is still relevant? The right logo, the right copyright, the right tone?

👉 Here’s what you need to check at least once a quarter:

  • Mobile rendering (recent smartphones, main mail clients like Apple Mail, Gmail, Outlook web).

  • Do all links work (CTA, legal notice, unsubscribe, social networks…)?

  • Updating mandatory information: sender’s name, physical address, copyright.

  • Is the graphic style consistent with your current corporate identity? Does the email make people want to read it?

  • Are transactional emails (confirmation, invoice, dispatch) also up to date and usable for relaying a useful message or link?

💡 Think of your templates as marketing tools in their own right.
You can discreetly integrate :

  • product recommendation modules (for cross-sell or upsell),

  • order tracking or loyalty reminders (points remaining, benefits, etc.),

  • a teaser for an upcoming event or a reserved offer,

  • or even an incentive to subscribe to your promotional communications if the contact is not yet a subscriber.

Even a purely transactional message can contain a thoughtful marketing touch.

4. Data and integration audit: are your campaigns being managed with the right information?

You’ve set up automated scenarios, precise segments, behavioral triggers… Very good.
But everything depends on one condition: that your data is accurate, up to date, and well synchronized.

However, an integration that goes wrong or a poorly populated field can send an entire campaign off-topic.
You thought you were writing to your loyal customers? You’re actually reaching inactive contacts.
You wanted to personalize with the right first name? You get an empty field.

👉 To avoid these discrepancies, here are the checks to be carried out twice a year:

  • Map out your data flows: where does your information come from? Which platforms send and receive it?

  • Check that every synchronization (CRM, e-commerce, forms, scoring, etc.) works as expected.

  • Identify latency or break points: data that takes 24 hours to come up can be too late.

  • Clean up duplicates, poorly mapped fields and inconsistent values.

  • List the optimizations to be made: new tools to connect? Scenarios to be refined with more relevant data?

💡 Data is your fuel. If it’s polluted, all your optimization efforts are in vain.
And the more automated or personalized your campaigns, the more strategic this verification becomes.

5. Compliance auditing: it’s not just a legal issue, it’s a question of trust

Compliance is not an option. And even less a “lawyer’s trick”.
It’s a pillar of your relationship with your prospects and customers.
Because behind the forms, legal notices and consents, there’s a strong expectation: to be respected.

And with the constant evolutions of the RGPD and international regulations, you have no right to relax vigilance.

👉 Here’s what you need to audit at least every 6 months, in conjunction with your DPO or legal referent:

  • Are the consent statements on your forms clear, understandable and up-to-date?

  • Is the purpose of collection explicit? Is the link to your privacy policy functional and legible?

  • Is the data collected strictly necessary for the intended processing?

  • Do you have recorded proof of consent (date, source, version of form)?

  • Is the unsubscribe link active on all emails (including test, follow-up and transactional emails)?

  • Do your marketing segments and scenarios comply with the rules on purpose and data retention periods?

💡 And above all: avoid indigestible legal language.
A simple, well-turned sentence inspires much more confidence than an illegible paragraph written for a court of law.
👉 Example: “Your data is never resold. It is only used to send you the information you have requested.”

Compliance shouldn’t hold back your marketing. It should enlighten it.
A well-formulated message on transparency and data protection can become an argument for differentiation.

6. The deliverability audit: are your emails really being read… or filtered directly?

One figure to remember: almost one in three emails never reaches the inbox.
And the worst thing is, you may not even realize it.
Because in most tools, an email classified as spam is still considered to have been “successfully sent”.

In other words, you look at your statistics without knowing whether your messages are really visible.

And when deliverability starts to fall, it’s often too late: your reputation as a sender is damaged, performance plummets, and every email you send makes the situation worse.

👉 Here are the checks to do every week (yes, really):

  • Use an external deliverability measurement solution (seedlist, IP monitoring, reputation alerts, etc.).

  • Monitor your arrival rates by domain (Gmail, Outlook, Orange, etc.): discrepancies may conceal a localized problem.

  • Identify problematic campaigns: content too commercial? Poor targeting? Too many mailings too close together?

  • Be alerted as soon as a spike in complaints, unsubscriptions or soft bounces occurs.

  • Analyze emails sent from different subdomains or addresses (confirmation, reminder, support…).

💡 Deliverability is a global health indicator.
It depends as much on the quality of your messages as on the cleanliness of your database, your sending history, your frequency, your volumes…

A well-conducted deliverability audit can often correct unseen errors, but with far-reaching consequences.
And sometimes, a simple change (cleaning up a segment, modifying frequency, requalifying inactives) can restart everything.

7. The competitive audit: you’re not alone in the inbox

Your competition is not necessarily who you think it is.
Because in an inbox, each email competes with dozens of other messages: promotions, newsletters, account alerts, personal messages…

What you need to analyze is not just what your market is doing, but what your recipients are receiving.
And there are often surprises to be found: some ultra-creative B2C companies indirectly influence the visual or editorial expectations of your B2B prospects.

👉 Here’s what to look out for each month:

  • What types of emails do your recipients receive most often (format, tone, design, frequency…)?

  • Where does your message fit into this picture? Is it identifiable? Differentiating?

  • Are your email subjects as powerful as those of other senders in the same time slot?

  • Is the frequency of your mailings appropriate (neither too little nor too much)?

  • Does the design of your messages make people want to read them? Are your calls to action visible and understandable at a glance?

💡 Use these observations to test different approaches on your future campaigns:
A more airy structure, a more direct tone, a more profit-oriented hook, an adjusted frequency…

Inspiration doesn’t mean copying.
But understanding what captures the attention of the same audience as you is an inexhaustible source of inspiration.

A simple routine for campaigns that really perform

A high-performance emailing tool doesn’t depend on a stroke of luck or a miracle tool.
It relies on a well-oiled mechanism, regularly checked and continuously adjusted.

Type of audit Recommended frequency Main actions to be taken
Collection systems Quarterly Test all forms and check welcome messages
Unsubscribe Quarterly Check that the unsubscribe link is working properly and that the status is updated.
Email templates Quarterly Test display on mobile and desktop, update content and links
Data & integrations Semi-annual Map data flows and check synchronization
Compliance (RGPD…) Semi-annual Review consent statements and verify compliance of practices
Deliverability Weekly Monitor delivery rates, analyze alerts and problems by domain
Competition Monthly Observe the formats and practices of emails received by your targets, adjust your campaigns

These 7 audits are not constraints. They are intelligent appointments with your strategy.
Simple, concrete checkpoints that allow you to :

  • keep a clean contact database,

  • ensure compliance of your practices,

  • identify technical problems before they cost you leads,

  • and, above all, increase the effectiveness of each campaign.

👉 One audit every quarter, another every month, a final one every week: this rhythm is easy to set up, especially if you integrate it into your marketing schedule.

And if you don’t know where to start, here’s a simple tip: go back over your last few emails, and follow the 7 points in the list above.
You’ll soon see what can (and should) be improved.

💡 Because good emailing isn’t just a good message.
It’s a well-controlled system, invisible to your recipients, but essential to getting results.

Categories
B2B email-marketing Miscellaneous

Deliverability in B2B emailing: how to stay in the inbox?

B2B emailing remains a key channel for communicating and prospecting. Unlike social networks, which depend on third-party platforms, it offers total control over the contact base and enables precise targeting. However, just because you send an email doesn’t necessarily mean it lands in your inbox.

That’s what deliverability is all about: getting past the technical and anti-spam filters set up by professional e-mail services. In B2B, corporate security rules are often more restrictive. To ensure that a campaign reaches its target audience, you need to take care not only of the technical aspects (SPF, DKIM, DMARC), but also of the relevance of the content and the frequency of delivery.

Understanding the challenges of B2B deliverability

Deliverability directly conditions the impact of a campaign: if your messages don’t reach the inbox, they won’t be opened or clicked. Beyond the loss of opportunities, there’s also the risk of damaging your brand image, as messages marked as undesirable can end up being blocked.

Unlike B2C, where Gmail and Outlook manage general-purpose mailboxes, B2B companies often use their own servers and security rules. The result: stricter anti-spam filters, restrictions on attachments or new senders. The issue of deliverability is therefore even more sensitive.

Finally, poor deliverability means wasted time and money: you’re sending emails that never arrive. Understanding these technical and organizational specifics is therefore essential to improving the effectiveness of your campaigns.

Technical factors to master

To prove that your e-mails really come from you, configure the SPF, DKIM and DMARC authentication protocols. Without them, your messages are more likely to end up as spam or be blocked by mail servers.

The sending server must be beyond reproach: dedicated (or trusted) IP, verified online reputation and correct DNS configuration. If your IP has a bad reputation, your e-mails will end up in the spam folder, even if they are legitimate.

Clean up your contact database regularly. Remove invalid addresses, keep track of unsubscribes and monitor complaints. This preserves your reputation as a sender and limits the bounce rate.

The importance of content and delivery strategy

Messaging providers analyze both form (high-risk keywords, links, visuals) and content (relevance, personalization). To improve your open rates, you need to :

  • Make sure your email subject line is clear, personalized and not too commercial.
  • Structuring content: avoid endless blocks of text, and ensure readability on mobile devices.
  • Stay consistent: the sender’s name should inspire confidence, and the preheader should complement the subject line.

In B2B, we prefer fine-tuned segmentation and targeted mailings. It’s better to send few relevant campaigns than many generic messages. Here’s a quick comparison between B2C and B2B:

Criteria B2C emailing Emailing B2B
Content type Promotions, flash offers White papers, case studies, webinar invitations
Editorial style More direct, emotional tone Professional, more formal and argumentative tone
Sending frequency Often high (daily deals, newsletters) Less frequent, focused on added value
Purchase decision Often impulsive or emotional Well-considered decision, involving several people

Respecting these B2B specificities avoids saturating your targets’ mailboxes and ensures you stay on the radar of decision-makers. Think about the time of day too: sending an email at 11pm doesn’t always make sense to a B2B recipient.

Test, analyze and optimize deliverability

To measure the real effectiveness of a campaign and anticipate deliverability problems, simply observing the open rate is not enough. Before sending to the entire base, set up a pre-test phase with a seed list (several test addresses from different suppliers, including B2B boxes). Then use tools that analyze the probability of going spam (e.g. mail-tester or GlockApps). They provide a “spamminess” score based on HTML structure, presence of trigger words, SPF/DKIM/DMARC configuration, etc.

Once the campaign is up and running, monitor indicators that are more refined than the traditional “open rate”. Observe responsiveness over time (click-through rate, conversions over several days), because in B2B, the decision to open and then click can be delayed. Also look for bounce codes:

  • Permanent bounce (hard): the address no longer exists, and must be deleted immediately.
  • Temporary (soft) bounce: box full or server temporarily unavailable. Watch out for repeated bounces, a possible sign of recurring problems on the recipient’s side or a bad sender reputation.
  • Complaints: when the recipient marks the e-mail as undesirable. A few isolated complaints are inevitable. But too high a rate (over 0.1%) indicates a problem with targeting or content.

In B2B, this feedback may be less immediate than in B2C, as professional servers don’t always send automated loop feedback. Hence the importance of regular technical monitoring (routing logs, delivery rates) to spot any anomalies.

Keep in mind that deliverability is not static. Your reputation as a sender evolves according to your sending practices (volumes, relevance, complaints received). So test and adjust continuously:

  1. IP warming: if you’re using a new dedicated IP, gradually increase volumes.
  2. Rotation of segments: don’t always solicit the same contacts; prioritize those who interact positively to maintain a good reputation.
  3. Regular A/B testing: test different objects, frequencies or content angles. The feedback will help you refine your next campaigns.
  4. Domain reputation monitoring: reputation is as much about the IP as it is about the domain name. If your domain is associated with too many complaints, B2B filters may block you.

With this strategy of advanced testing, monitoring of key metrics and continuous optimization, you remain proactive: you quickly identify problems and correct your approach to maintain a good deliverability rate.

Concrete strategies to boost B2B deliverability

Start by clarifying your segmentation and targeting. In B2B, an email relevant to a marketing manager may seem irrelevant to a CFO. Create lists segmented by position, business sector or relationship history. This increases the consistency of messages sent and limits the risk of complaints or disinterest.

Vary your content to show your added value:

  • Case studies: illustrate your know-how in real-life situations.
  • White papers, e-books: delve deeper into a subject that your prospects need to master.
  • Targeted invitations: offer a webinar or event where your contacts can ask their questions directly.

These approaches reinforce the idea that you’re not there simply to sell, but to provide solutions to specific problems.

From a technical point of view, a few essential reflexes:

  1. Validate your authentication: regularly check your SPF, DKIM and DMARC configuration.
  2. Balance the volume: if you suddenly go from 500 to 50,000 emails a day, the mail servers may see this as suspicious activity.
  3. Monitor database quality: systematically clean up invalid addresses, quickly unsubscribe those who request it, and isolate inactive contacts to avoid a high bounce rate.

And don’t forget to personalize the experience. In B2B, your contacts prefer to receive a message that mentions their sector, their needs, or their previous interactions with you. This attention is reflected in your open and engagement rates.

To develop a relationship of trust, multiply your points of contact (trade shows, inbound calls, partner networks). A prospect who has already identified you is more likely to open your e-mails and read them to the end.

To conclude

Deliverability in B2B is not a secondary issue: if your e-mails don’t reach their target, all your design, writing and segmentation work is lost. It’s a key factor in ensuring the profitability of a campaign and, more generally, the credibility of your marketing and sales actions.

By mastering both technique (SPF, DKIM, DMARC, sender reputation) and editorial relevance (segmentation, high value-added content, consistent sending frequency), you give yourself the best chance of standing out from the crowd. Your business prospects are already in high demand; they expect targeted, reliable information, and deliverability quality helps build that trust.

Finally, a proactive approach is essential: test, analyze and adjust on an ongoing basis. As B2B e-mail servers evolve, so do recipients’ expectations. By adopting an approach of constant improvement, you’ll stay one step ahead, while consolidating your reputation with the decision-makers you’re targeting. In this way, B2B emailing remains a high-performance, sustainable and profitable channel.

Categories
Miscellaneous

Beyond the object: why the pre-header makes all the difference

Every day, dozens of emails pile up in our inboxes, be they newsletters, promotions or information messages. In this context of overabundance, it becomes more complex for a sender to capture the recipient’s attention. Many people focus on the subject line of an e-mail, thinking that it’s all a matter of a few words. It’s true that a well thought-out sentence can trigger a message to be opened, but it’s not the only parameter that counts.

The pre-header, that short line of text that extends the object in the preview list, often proves decisive in encouraging the reader to go further. Yet all too often, it is neglected, or even left at its default value. And yet, attention to this element can literally transform a campaign’s performance: in a matter of seconds, the recipient sees not only an eye-catching object, but also additional information that encourages them to click. It’s a crucial detail, but one that makes all the difference in breaking through the flood of incoming e-mails and inspiring the desire to find out more. In the following paragraphs, we’ll explore in detail what a pre-header is, its benefits and the best practices for making the most of it.

What is a pre-header?

The pre-header, sometimes called “preview text”, is the short portion of text you see just after the subject of an email in your inbox. When a recipient flies over their list of messages, they first see the sender, the subject line, and underneath or next to it, this famous pre-header. This area is therefore invaluable for inserting additional information or a teaser to extend the subject line.

Pre-header

In concrete terms, if the subject line stops at a promise or a question, the pre-header takes over by providing a clue to the content, arousing curiosity or adding an element of personalization (for example, the recipient’s first name or a reference to previous interactions). From a technical point of view, the pre-header is a short extract defined in the HTML code of the email, to prevent the recipient’s mailbox from displaying automatic text such as “Click here to view this email”.

Ediware pre-header
Pre-Header advanced settings on Ediware

The pre-header can be seen as the email’s “second hook”. If the subject line arouses initial interest, the pre-header reinforces the desire to click. It’s an additional opportunity to make the reader want to open the email, rather than letting it disappear into the mass of unread messages.

Why is it essential to treat it?

Careful pre-heading gives you an extra opportunity to convince the recipient that your message deserves their attention. While the subject line of an e-mail is often limited to a few words, the pre-header allows you to add a phrase, a teaser, an emotional appeal or a personalizing element that will strike a chord with the reader. In other words, you take advantage of an additional communication space to remove doubts, add value or simply increase curiosity.

This role is fundamental to the open rate: the more coherence or interest the recipient finds in the first two lines (subject and pre-header), the more inclined they are to click and read the rest. This impact is all the more marked at a time when the majority of people consult their emails on mobile: the preview is often reduced to the sender, the email subject, and a few words in the pre-header. It’s therefore a “showcase” that needs particular attention.

Beyond the purely marketing aspect, a well-written pre-header also illustrates the care given to the relationship with its audience. It shows a certain attention to detail, which builds reader confidence and can lead them, campaign after campaign, to open your next emails more willingly.

How do you set it up (and make it a success)?

To take full advantage of the pre-header, it’s crucial to understand the mechanics behind its creation and display. In concrete terms, you’re going to insert a short line of text into the HTML code of your email, which most email clients will spot and display below the subject line. This line should appear at the very beginning of the code (in the “head” section or just after), often in the form of hidden text to prevent it from visually cluttering the email once opened.

From a technical point of view, there are a few best practices to bear in mind:

  1. Limited length: most mailboxes truncate the pre-header beyond a certain number of characters (generally between 50 and 100, depending on the customer and the device). So it’s best to get straight to the point, without unnecessary chatter.
  2. Consistency with the object: the pre-header should naturally extend the object. If there’s a promise in the object, extend it. If there’s a question, answer it in part, or bring in something that sparks interest.
  3. Personalization: if you have information about the recipient (name, business, previous purchase), integrate it in a subtle way to make the message more “human”.
  4. Respect the basic rules: avoid spammy wording, exaggerations or flashy symbols that could alert e-mail filters.

Finally, before sending out a campaign, it’s essential to test the display of this pre-header in the main environments. Ediware offers, for example, a dedicated tool that lets you quickly visualize your email as it will appear in desktop (Outlook, Gmail for PC…) and mobile (iOS, Android…) messaging, to spot any text breaks and ensure optimal rendering.

Common mistakes

Despite the importance of the pre-header, it’s still common to see campaigns where this element is treated lightly. One of the first mistakes is to leave the “default” pre-header, i.e. the one automatically generated by the e-mail system, such as “Click here to view this e-mail” or “Can’t read this e-mail? You can even leave it blank. The pre-header will then be the beginning of the message, generally “Hello Mr…”.
Not only does this add no value for the recipient, it can also give the impression of amateurism.

The second classic mistake is repeating the object word for word. If the object stated “Promotion on our new products”, there’s no point in repeating exactly the same sentence in the pre-header. It adds nothing, except the sensation of having a “copy” following the object.

Some marketers also leave technical characters or coding indications visible, such as a sequence like “%firstname%” that has not been correctly substituted. Or they include poorly optimized keyword strings in the pre-header, which are immediately perceived as spam by the recipient.

Finally, neglecting the mobile display is a major mistake. A pre-header that exceeds the limits imposed by a smartphone screen risks being cut off or illegible. The same is true if compatibility has not been tested on different e-mail clients. All these factors considerably reduce the effectiveness of the campaign.

Performance benefits

The first benefit of a well thought-out pre-header can be measured directly in improved open rates. When the subject of an email and its pre-header form a coherent, punchy duo, recipients are more inclined to click to find out more. A number of in-house studies carried out by email routers show that an optimized pre-header can significantly increase the proportion of emails opened.

In other words, if you already have an attractive subject line, the pre-header adds that extra touch that turns curiosity into action. Beyond opening, this can also have an impact on the click-through rate, since a reader who opens an email whose first lines have already appealed to them is more inclined to respond to your call to action (buy, subscribe, download, etc.).

More generally, this strategy plays on the target’s “perceived relevance”. A recipient who sees a brief summary or personalized invitation even before opening it feels more concerned. Over time, your e-mails will gain in reputation in the eyes of e-mail filters (positive feedback often improves your deliverability). So a simple adjustment of a few words in the pre-header has a positive impact on all your campaign statistics, making the pre-header an essential lever for email marketing effectiveness.

How do you set it up (and make it a success)?

To take full advantage of the pre-header, it’s essential to understand the mechanics behind its creation and display. In concrete terms, you’re going to insert a short line of text into the HTML code of your email, which most email clients will spot and display below the subject line. This line must appear at the very beginning of the code (in the “head” section or just after), often in the form of hidden text to prevent it from visually cluttering the email once opened.

From a technical point of view, there are a few best practices to bear in mind:

  1. Limited length: most mailboxes truncate the pre-header beyond a certain number of characters (generally between 50 and 100, depending on customer and device). So it’s best to get straight to the point, without unnecessary chatter.
  2. Consistency with the object: the pre-header should naturally extend the object. If there’s a promise in the object, extend it. If there’s a question, answer it in part, or bring in something that sparks interest.
  3. Personalization: if you have information about the recipient (name, business, previous purchase), integrate it in a subtle way to make the message more “human”.
  4. Respect the rules of substance: avoid formulations that sound too “spam-like”, exaggerations or symbols that are too flashy and could alert e-mail filters.

Finally, before sending out a campaign, it’s essential to test the display of this pre-header in the main environments. Ediware offers a dedicated tool that lets you quickly visualize your email as it will appear in desktop (Outlook, Gmail for PC…) and mobile (iOS, Android…) messaging, to spot any text breaks and ensure optimal rendering.

To conclude

At the end of the day, if there’s one parameter that’s often overlooked, it’s the pre-header. The success of an email campaign depends on more than just the choice of an eye-catching subject line or the aesthetics of the layout: every detail counts. And the pre-header offers a few precious extra seconds of persuasion. By carefully crafting it, you reinforce the recipient’s desire to open your e-mail. This boosts your open rate, and in turn, all the statistics that depend on it (clicks, conversions…).

In a digital environment where Internet users receive more and more emails, the battle for attention is fiercer than ever. Every word counts if you don’t want your message to get lost among the dozens of others received every day. The pre-header, although a short space, can tip the decision between “Open” and “Archive”.

Always bear in mind that email marketing is an ecosystem in which all elements are interdependent: the subject line, the pre-header, the content, the personalization, and even the timing. Taking care of the pre-header doesn’t exempt you from optimizing the rest; on the contrary, it’s a key link in a broader strategy aimed at delivering a convincing experience to your contacts. By focusing on this little preview text, you enhance every point of contact with your audience and maximize the chances of increasing engagement, trust and, ultimately, the performance of your campaigns.