AI & Automation
Picture this: You've got a beautiful e-commerce store with thousands of products, solid SEO traffic coming in, but your email list just sits there like an expensive paperweight. Sound familiar?
Most e-commerce businesses treat their newsletters like they're running a lifestyle blog. Generic "Here's what's new" emails that go to everyone on the list. The result? Open rates that make you question if your email provider is broken and conversion rates lower than your quarterly taxes.
The problem isn't your products or your email design. It's that you're treating a retail investor browsing leather goods the same way you'd treat a fashion buyer looking for bulk orders. They're both "B2B customers," but they might as well be from different planets.
I learned this the hard way while working on a complete e-commerce overhaul for a client with 200+ collection pages. Each page was getting organic traffic, but we were leaving money on the table with every visitor who wasn't ready to buy immediately.
Here's what you'll discover in this playbook:
This isn't about fancy email tools or complex automation. It's about understanding that your collection page visitor interested in "vintage leather bags" has completely different needs than someone browsing "minimalist wallets." And your emails should reflect that.
Walk into any marketing conference and you'll hear the same advice about B2B email segmentation. "Segment by company size!" "Segment by industry!" "Use demographic data!" The typical playbook looks something like this:
This conventional wisdom exists because it's simple to implement and sounds logical in theory. Most email platforms make it easy to create these broad categories, and it feels like you're being "strategic" about your marketing.
The problem? It completely ignores buying intent and product context.
Think about it: A restaurant owner looking for bulk dinnerware and a interior designer sourcing unique serving pieces are both "hospitality industry professionals." But their needs, budgets, timelines, and decision-making processes are completely different. Yet most B2B segmentation would lump them together.
Even worse, traditional segmentation often happens too late in the process. You're trying to categorize people after they've already joined your generic email list, rather than segmenting them based on the specific interest that brought them to your site in the first place.
The result is email campaigns that feel like they're written for everyone and no one at the same time. No wonder B2B email open rates are stuck in the teens and conversion rates barely hit single digits.
Who am I
7 years of freelance experience working with SaaS
and Ecommerce brands.
This realization hit me hard while working with a Shopify client who had an incredible problem: too much success. Their SEO strategy was working beautifully - over 200 collection pages were driving organic traffic across dozens of product categories. Vintage leather goods, minimalist wallets, sustainable accessories, corporate gifts - you name it, they ranked for it.
But here's where it got interesting. Their email list was growing steadily from all this traffic, but the newsletter performance was terrible. Open rates were stuck around 18%, and more importantly, email-driven sales were practically non-existent.
The client's marketing team was frustrated. They'd hired copywriters, tested different send times, even brought in a designer to make their emails "more engaging." Nothing moved the needle. That's when they brought me in to figure out what was broken.
My first instinct was to look at their email segmentation strategy. What I found was... well, there wasn't one. They had a single newsletter that went to everyone on their list. The content was beautifully written and well-designed, but it was trying to appeal to everyone at once.
Picture this: On Tuesday, they'd feature vintage leather briefcases (perfect for the executive looking for luxury accessories). On Thursday, they'd showcase eco-friendly phone cases (targeting the sustainability-conscious consumer). The executive wasn't interested in eco-friendly phone cases, and the sustainability advocate couldn't care less about vintage leather.
Everyone was getting everything, so no one was getting anything relevant.
That's when I had my "aha" moment. We weren't just dealing with a generic e-commerce email problem - we had 200+ micro-audiences visiting specific collection pages with very specific interests. Each collection page was essentially attracting a different buyer persona, but we were treating them all the same once they hit our email list.
My experiments
What I ended up doing and the results.
Instead of trying to fix their broken newsletter, I decided to completely reimagine their approach. The solution wasn't better email copy - it was granular segmentation based on actual product interest.
Here's the system I built:
Step 1: Collection-Based Lead Magnets
Instead of one generic "Get 10% off" popup, I created unique lead magnets for each of their top-performing collection pages. Someone browsing vintage leather bags would see a "Vintage Leather Care Guide," while visitors on the sustainable accessories page got an "Eco-Friendly Business Accessories Checklist."
This wasn't just about different offers - it was about capturing intent at the moment of highest interest. When someone is deep in browsing vintage leather products, they're in a specific mindset. That's the perfect time to offer something that matches exactly what they're thinking about.
Step 2: AI-Powered Content Generation
Creating 200+ unique email sequences manually would have taken months. Instead, I built an AI workflow that could generate contextually relevant email content for each collection category. The AI wasn't just spinning generic templates - it was creating collection-specific content that spoke to the unique value proposition of each product category.
For example, the vintage leather sequence focused on craftsmanship, heritage, and investment value. The sustainable accessories sequence emphasized environmental impact, ethical sourcing, and modern design. Same company, same brand voice, but completely different psychological triggers.
Step 3: Behavioral Trigger Implementation
Beyond the initial lead magnet, I set up behavioral triggers based on collection page visits. If someone downloaded the vintage leather guide but then spent time browsing the sustainable accessories section, they'd automatically receive content that bridged those interests - like "Sustainable Luxury: Vintage Pieces That Last Forever."
Step 4: Cross-Pollination Strategy
The most powerful part of this system was the strategic cross-pollination. After nurturing someone in their primary interest area, we'd gradually introduce them to complementary collections. But this wasn't random - it was based on actual customer behavior patterns we identified in their purchase data.
For instance, customers who bought vintage leather briefcases had a 40% likelihood of purchasing minimalist wallets within 3 months. So our vintage leather sequence would naturally introduce minimalist wallet content around email 6-7 in the sequence.
The results were frankly better than anyone expected. Within 3 months of implementing the new segmentation strategy:
Email Performance Transformation:
But the most interesting results weren't just in the email metrics. The segmentation strategy had unexpected ripple effects across the entire business:
Customer Insights: We discovered product affinities that the client never knew existed. Customers interested in vintage leather goods were also highly likely to purchase artisanal home décor items - a connection that led to an entirely new product line.
Inventory Planning: The email engagement data became a leading indicator for product demand. High engagement with specific collection emails predicted which products would perform well in the following quarter.
Content Strategy: The collection-specific email content became the foundation for their blog strategy, social media content, and even product descriptions. We weren't just creating emails - we were building a content ecosystem around each product category.
The timeline was crucial too. Most email segmentation projects require months of data collection and testing. But because we based our segmentation on existing collection page traffic and product categories, we saw meaningful results within the first month of implementation.
Learnings
Sharing so you don't make them.
After implementing this system across multiple e-commerce projects, here are the key insights that changed how I think about B2B email segmentation:
The biggest mistake I see businesses make is thinking they need complex customer data to start segmenting. You don't. You need to understand what brought someone to your site and match your communication to that specific interest. Everything else is just optimization.
If I were starting this project again, I'd focus even more heavily on the cross-pollination strategy from day one. The connections between product categories often reveal the most valuable customer insights and drive the highest revenue per email.
My playbook, condensed for your use case.
For SaaS companies looking to implement this approach:
For e-commerce stores implementing this strategy:
What I've learned