If you’re tired of sending boring, one-size-fits-all emails—or wrestling with clunky tools that promise “AI magic” but deliver headaches—you’re in the right place. This guide is for anyone who wants to build genuinely personalized email sequences in Convrt without wasting time or money. If you want to nudge leads, onboard new users, or just stop your emails from ending up in the trash, keep reading.
Here’s how to actually get it done, step by step—no hype, no fluff.
1. Get Set Up in Convrt
First, if you haven’t already, sign up for Convrt and log in. This isn’t a “download our whitepaper” situation—you just need access to the dashboard.
What you need before you start: - A list of contacts (CSV, spreadsheet, or from your CRM) - A general idea of what you want to say (don’t worry, you’ll personalize it) - Some patience—Convrt’s learning curve isn’t bad, but it’s not magic, either
Pro tip: Don’t overthink your first sequence. The point is to get something working, then tweak.
2. Import and Organize Your Contacts
Personalization is only as good as your data. Garbage in, garbage out.
Uploading Contacts
- Go to the “Contacts” section and hit “Import.”
- Pick your file or connect your CRM.
- Map your fields—be honest about what you actually have. If you don’t have “First Name” for everyone, don’t pretend you do. You’ll end up with “Hi ,” in your emails. Not a good look.
Segmenting
- Create segments based on something real: role, industry, signup date, whatever matters for your message.
- Don’t create 20 segments unless you actually plan to use them. Start with 2-3.
What to skip: Don’t obsess over hyper-niche segments on your first go. You’ll just paralyze yourself.
3. Plan Your Sequence
A sequence is just a series of emails sent over time. Don’t let marketing hype fool you—there’s no secret formula, but there are basics that work.
Decide:
- How many emails? Three to five is plenty for most use cases.
- What’s the goal? Demo booked, reply, signup, whatever.
- What’s the timing? A day or two between emails works for most people. Daily emails get annoying fast.
Quick outline example: 1. Intro/welcome 2. Value or proof (case study, testimonial) 3. Ask (demo, reply, download) 4. Last nudge (optional)
Write this down somewhere simple. Google Doc, napkin, whatever.
4. Write Your Emails (Personalization That Isn’t Cringe)
Convrt lets you use “merge tags” (like {{first_name}}) to personalize emails. But if you just slap someone’s name in the subject line, it’s not really personal—it’s lazy.
Tips for writing real, non-robotic emails: - Talk like a human. Skip the “Dear valued customer” nonsense. - Reference something relevant—company, role, recent action—if you have the data. - Keep it short. If you wouldn’t read it, they won’t either.
Example:
Subject: Quick question for {{first_name}}
Hi {{first_name}},
Saw you signed up from {{company}} last week—hope the setup went smoothly. If you hit any snags, I’m here.
Best, Alex
What to skip: Don’t overdo the personalization. “I noticed you like tennis and pizza” is just creepy unless it’s actually relevant.
5. Build Your Sequence in Convrt
Now, the nuts and bolts.
Creating a Sequence
- Go to “Sequences” and click “Create New.”
- Give it a clear name. “Onboarding May 2024” beats “Sequence 1.”
- Add your emails in order. Copy/paste your drafts or write inline.
- Set delays between each email (e.g., 2 days after previous).
- Choose your segment or list.
Add personalization: Use merge tags for name, company, etc. Convrt will show you available tags.
Pro tip: Send a test to yourself first. Actually open it on your phone. You’ll catch weird formatting or typos you missed.
6. Set Up Triggers and Rules
Automation is only helpful if it’s not dumb.
- Choose your trigger: New contact added, tag applied, whatever fits your flow.
- Set exit conditions: E.g., stop sending if they reply, book a meeting, or hit a certain stage in your CRM.
- Be honest about reply/engagement tracking: If you’re using plain text emails, Convrt can track opens and clicks, but reply detection can be hit-or-miss. Don’t rely on it to catch everything.
What to ignore: Don’t set up 10 conditional branches unless you really, truly need them. Complexity multiplies errors.
7. Test (Really Test) Your Sequence
- Send every email to yourself and a colleague.
- Check for:
- Merge tags working (no “Hi ,”)
- Formatting on mobile and desktop
- Spam triggers (avoid all-caps, too many links, weird attachments)
- If you’re using dynamic content, test every segment.
Pro tip: Preview with real data, not just the dummy info Convrt gives you.
8. Launch—But Start Small
Don’t blast your whole list on day one.
- Start with a small segment or test group.
- Watch deliverability and reply rates.
- Make tweaks based on real replies, not just open rates.
What works: Iterating based on actual results. The best subject line is the one that gets real people to reply—not the one a “best practices” blog recommends.
9. Monitor, Measure, and Tweak
Convrt gives you the basics: opens, clicks, replies. Don’t obsess over vanity metrics.
- Look for:
- Actual replies (not just “opens”)
- Meetings booked, forms filled—whatever your real goal is
- If something flops, change it. Don’t be precious about your copy.
Skip: Endless A/B tests with tiny lists. You need enough data for results to mean anything.
10. Keep Improving—But Don’t Overcomplicate
Once you’ve got a sequence running and working, improve it. But avoid the trap of endless tweaking. Simpler is better, especially early on.
Pro tips: - Update your list regularly. Bad data = bad results. - Refresh your copy every couple months. - Ask for feedback from people who aren’t marketers.
Wrapping Up: Keep It Simple, Iterate Fast
Building personalized email sequences in Convrt isn’t rocket science, but it’s not push-button magic either. Start with a simple sequence, use real data, and don’t get lost in the weeds. The best campaigns are the ones you actually launch—and then improve over time.
If you get stuck, step back and ask: “Would I reply to this?” If not, fix it and move on. That’s how you get results.