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Personalization & Customer Engagement via Email Training Course

Personalization & Customer Engagement via Email Training Course

Foundation | 5 days | Face to Face / Online / Elearning | Certificate
01

Course Overview

Course Summary
Course Title Personalization & Customer Engagement via Email Training Course
Organization Tech For Development (T4D)
Venue Tech For Development (T4D) Training Centre
Duration 5 days
Target Industries
Target Job Roles
Course Fees (Face-to-Face) USD 1,500/KES 99,000 (Exclusive of VAT)
Course Fees (Virtual) USD 1,000/KES 70,000 (Exclusive of VAT)
Training Modes Virtual and face-to-face training
Payment Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course
Accreditation Tech For Development Certificate of Course Completion

 

Course Overview:

This course equips participants with the skills to design and implement personalized email campaigns that drive engagement, loyalty, and conversions. Using tools such as HubSpot, Mailchimp, Salesforce Marketing Cloud, Power BI, Excel, and AI-powered personalization platforms, participants will learn how to segment audiences, design compelling content, apply automation workflows, and analyze engagement metrics for continuous improvement.

Course Duration:

5 Days

Target Audience:

  • Marketing & Communications Professionals

  • CRM & Email Marketing Specialists

  • Sales & Business Development Executives

  • Digital Marketing Teams

  • Entrepreneurs and SMEs looking to scale email marketing

Personal Impact:

  • Gain hands-on skills in building personalized campaigns using modern tools.

  • Learn how to design customer journeys that increase email engagement.

  • Build confidence in using AI and automation for customer-centric marketing.

  • Improve career growth by mastering data-driven personalization strategies.

Organizational Impact:

  • Higher engagement and conversion rates through personalization.

  • Improved customer loyalty and retention strategies.

  • Enhanced data-driven decision-making with reporting and analytics.

  • Streamlined customer communication aligned with business objectives.

Course Objectives:

By the end of the training, participants will be able to:

  1. Apply personalization strategies in email marketing.

  2. Segment customers effectively using CRM and analytics tools.

  3. Design engaging email templates and workflows.

  4. Track performance using dashboards and optimize campaigns.

  5. Leverage AI for predictive personalization and engagement.

02

Course Modules

Course Outline:

Module 1: Foundations of Personalized Email Marketing

  • Importance of personalization in customer engagement

  • Understanding customer journeys and touchpoints

  • Tools overview: HubSpot, Mailchimp, Salesforce Marketing Cloud

  • Types of personalization: behavioral, demographic, transactional
    Case Study: Personalized email sequences in e-commerce

Module 2: Segmentation & Customer Insights

  • Building dynamic customer segments with CRM data

  • Using LinkedIn Sales Navigator & Clearbit for lead enrichment

  • Behavioral and purchase-based segmentation

  • Creating customer personas for personalization
    Practical Exercise: Build a segmented email list in HubSpot

Module 3: Content Creation & Email Design

  • Crafting subject lines, CTAs, and copy for personalization

  • Dynamic email content blocks (HubSpot, Salesforce)

  • Using AI tools (ChatGPT, Jasper) for scalable personalization

  • Designing responsive templates with Canva & HubSpot
    Exercise: Create a personalized email sequence for a customer journey

Module 4: Automation & Engagement Workflows

  • Building drip campaigns and triggered emails

  • Aligning workflows with customer lifecycle (welcome, onboarding, re-engagement)

  • Integrating cross-channel personalization (email + social + SMS)

  • Retargeting with personalized ads and email sync
    Case Study: Automation-driven engagement campaign in SaaS

Module 5: Analytics, Reporting & Optimization

  • Key metrics: open rate, CTR, conversions, revenue attribution

  • Creating dashboards in HubSpot, Excel & Power BI

  • A/B testing strategies for personalization effectiveness

  • Continuous improvement with feedback loops
    Capstone Project: Design and present a personalized engagement campaign with reporting dashboard

03

Course Administration

Methodology

Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.

Accreditation

Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion

Training Venue

The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.

Accommodation & Airport Transfer

Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179

Tailor-Made

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.

Payment

Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].

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Date Cost
2026 Schedules
Nairobi
07 Dec - 11 Dec
KES 99,000 |
$1,500 		Register
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Kigali
Addis Ababa
Kuala Lumpur
Accra
Pretoria
Cape Town
Johannesberg
Cairo
Arusha
Machakos
Zanzibar
Kisumu
Nakuru
Mombasa
Nairobi
Naivasha
Kampala
Dubai