“We sent some newsletters where we gave customers a choice of which special they wanted,” said PJ. “Either a 20% discount or free shipping. What we discovered was that some people always choose the discount, and some always choose the shipping—it’s not necessarily which special saves them more money. So we took that information and now we alternate our specials.”
Touchpoint-based marketing and customer experience models become increasingly important as the customer journey changes but most of all as the focus should not be on the channels and campaigns as is often the case in marketing automation but (also) on the longer-term (smart marketers move away from short-terminism) and most of all the customer experiences in a highly connected and integrated digital reality. Find a few touchpoint models and read Why touchpoint marketing is important.
If you want to code your own emails, you have the freedom to do so. But this is an advanced skill that requires a good bit of technical know-how. Here’s what you need to take the coding leap—whether you’re just getting started, wondering about the basics of HTML emails, or looking for a guide to coding them. We’ve also rounded up a few more resources you might need as you become a certifiable email pro.
Transactional emails are usually triggered based on a customer's action with a company. To be qualified as transactional or relationship messages, these communications' primary purpose must be "to facilitate, complete, or confirm a commercial transaction that the recipient has previously agreed to enter into with the sender" along with a few other narrow definitions of transactional messaging.[3] Triggered transactional messages include dropped basket messages, password reset emails, purchase or order confirmation emails, order status emails, reorder emails, and email receipts.

Yes, screens are getting smaller. And yes, an ever-expanding percentage of email is being consumed on mobile devices. Understood. But all that said, readers are entirely accustomed to scrolling and will appreciate a tidy and uncluttered look. Use headers, bulleted lists where appropriate, captions, and any other tactics to help go easy on the eyes and communicate effectively with the skimmer.


Whether you already have a list of subscribers or are starting from scratch, email marketing services can help. All of the services we cover let you add contacts manually using copy and paste or by uploading CSV or Microsoft Excel files. Some integrate with third-party software enabling you to import Gmail and other webmail contacts, Salesforce.com and other customer relationship management (CRM) data, or other software where you might have contacts stored. Depending on the size and location of your list, third-party integration could be key. Verify whether you can export contacts as well (and how easy it is to do so) should you leave the service. Managing users who unsubscribe should also be easy so you're not accidentally contacting anyone who has opted out of your newsletters.

How should you balance useful content with solicitations for sales or offers? One of the greatest risks of an auto-responder program is having users become frustrated with hard-sales attempts and subsequently marking your email as spam, opting-out, or simply not opening future emails. All of the aforementioned activities can lower your quality score with email service providers and make it harder for your email sends to get into the inbox. Therefore, it's very important that your auto-responders actually contain useful information. While it's acceptable to include a sales offer along with useful information in each email, it is not advisable for you to make a sales-only email any more frequently than every fifth email in the series in order to protect your email sender reputation.


Netsuite is an advanced marketing automation software capable of automating various marketing specific processes, flows, and tasks. You can use the platform to create multiple campaigns and align the same with your sales team. The execution of multiple marketing campaigns driven by email, social media, event management, and others can be streamlined effortlessly using Netsuite.


As a growing business, you may also be looking for a CRM solution, and you'll find that the more advanced email marketing services have begun to crossover into CRM. It makes sense: Both types of software deal with managing and communicating with customers. A handful of these services are one-stop shops, either offering both email marketing and CRM out of the box or as add-on services.
I have to say I’m so insanely jaded by autoresponders since I’ve been in the web marketing business that I snub the thought of using them personally…but isn’t that the temptation we can so easily fall into…especially since we forget that most people are UNDER exposed to them and see them for the fresh content, authority-inducing mechanism they are.
ActiveCampaign is a business marketing application designed for small companies. Used by over 100,000 people globally, this all-in-one software has all the tools you need to boost your business from marketing automation and sales CRM to smart emailing and data analysis. Should you encounter problems with their system, they also offer in-depth training and customer support. ActiveCampaign is available in four pricing plans ranging from $15 monthly to $279 monthly. They also offer yearly subscription options for your convenience.
366 Degrees is a marketing automation platform that allows small to medium businesses to communicate with leads across several channels and track their interaction with your content. With integration into the CRM platform of your choosing, you can keep your lead database up to date across your marketing and sales teams. 366 features smart content creation with pre-made HTML snippets that make creating emails and landing pages easy, no coding background needed! Then, track your leads' interactions with your content and automatically follow up with behaviorally cued automatic drip campaigns. 366 features integrations to Salesforce, Datanyze, Nimble, and now Vidyard for video marketing made easy. Drop video into emails, landing pages, or social posts and watch leads pour in.
Be sure to look at the tech support offered by each of these companies, as we felt many weren't as available as we would have liked. You'll find that some offer 24/7 phone support, live chat, and email help, while others leave you to rely on online documentation and limited live support hours. The best services offer a combination of self-serve help resources—where you can search FAQs and articles to find your own answers—as well as live support via chat or phone when you can't solve an issue yourself. We cover all of these concerns in our reviews, plus you can get an overview in the feature chart above.
NAVIK MarketingAI is a cloud-hosted marketing automation platform built by absolutdata. Its aim is to help users improve the impact of their campaigns through hyper personalization, campaign simulators, dynamic micro segmentations, predicted behavior models, and other features. NAVIK MarketingAI also offers next best action recommendations, to make decision making processes are easier. As for their payment plans, they are offered on a by-quote basis, so you will have to contact the provider for their enterprise pricing information.
Sailthru helps modern marketers at leading retail and media companies build deeper, longer-lasting relationships with their customers. Sailthru personalizes individual customer experiences across digital communication channels—in email, on a brand’s website and in their mobile applications. Sailthru-powered 1:1 relationships with consumers help drive higher revenue, improve customer lifetime value and reduce churn.
Historically, it has been difficult to measure the effectiveness of marketing campaigns because target markets cannot be adequately defined. Email marketing carries the benefit of allowing marketers to identify returns on investment and measure and improve efficiency.[citation needed] Email marketing allows marketers to see feedback from users in real time, and to monitor how effective their campaign is in achieving market penetration, revealing a communication channel's scope. At the same time, however, it also means that the more personal nature of certain advertising methods, such as television advertisements, cannot be captured.
No matter how effective the subject line you’ll always have subscribers who don’t open it for a variety of reasons. Send your email again specifically targeting a list segment of those who didn’t open the first time around. Not only is this a second chance in case they just missed the first email, it’s another opportunity to further split test subject lines as well as send times.
The CAN-SPAM Act of 2003 was passed by Congress as a direct response to the growing number of complaints over spam emails.[citation needed] Congress determined that the US government was showing an increased interest in the regulation of commercial electronic mail nationally, that those who send commercial emails should not mislead recipients over the source or content of them, and that all recipients of such emails have a right to decline them. The act authorizes a US $16,000 penalty per violation for spamming each individual recipient.[19] However, it does not ban spam emailing outright, but imposes laws on using deceptive marketing methods through headings which are "materially false or misleading". In addition there are conditions which email marketers must meet in terms of their format, their content and labeling. As a result, many commercial email marketers within the United States utilize a service or special software to ensure compliance with the act. A variety of older systems exist that do not ensure compliance with the act. To comply with the act's regulation of commercial email, services also typically require users to authenticate their return address and include a valid physical address, provide a one-click unsubscribe feature, and prohibit importing lists of purchased addresses that may not have given valid permission.[citation needed]
NGDATA® helps brands in data-rich industries, such as financial services, telecom, media and entertainment, utilities and hospitality, to capitalize on emerging opportunities in their customer data and to drive profitable customer experiences by supercharging analytics and campaign efficiency. The company’s Intelligent Customer Data Platform (CDP) puts people at the center of every business via Customer DNA, which continuously learns from customer behavior and context in real-time. NGDATA partners with companies around the world to drive digital transformations. NGDATA is headquartered in Gent, Belgium and has offices in the United States, Europe & Asia-Pacific.
Promotional emails are one of the most economical ways for any business to connect with customers. Research shows a message is five times more likely to be seen through email than on social media like Facebook or Twitter. That’s why musicians use email marketing software to share their performance schedule with their fans, non-profits use it to get donations and photographers use it to promote their portrait services. It just works.
There are plenty of benefits to be had when you utilize marketing programs; you can improve message targeting, get better leads, and increase conversion. A study by HigherLogic found that most businesses use marketing automation mainly to leverage the technology with their primary business goals. These basic goals include enhancing their overall business efficiency, advance event turnouts, and increase membership. 
HubSpot is all about inbound marketing, and it offers a free CRM that helps businesses organize and track customers — as HubSpot says, its CRM “automates the tasks salespeople hate.” The platform tracks interactions automatically, and it compiles data about deals on a single dashboard so the entire journey is visible. Beyond its CRM, the brand offers blogging, landing pages, email, lead management, analytics, web, social media, SEO, ads, and integration with Salesforce.
SALESmanago Marketing Automation provides an easy to implement next generation solutions that redefine the way traditional marketing tools are used. Every day we are going above and beyond the expectations regarding the capabilities of email marketing, dynamic & personalized website content, social media marketing, anonymous marketing automation, online advertising and mobile marketing. Our main goal is to create a product that empowers its users to implement any kind of marketing processes they desire and gets their business to the next level.

Hopefully with our list of top 20 marketing automation software solutions for small business and comprehensive marketing automation software 2019 comparison, you were able to find the right platform to help you with your campaigns. If you are still undecided about investing in a program, be sure to check out our guidelines on choosing a marketing platform.

Advanced list management features whereby some marketing automation solutions are often ‘de facto’ also used as CRM tools since they offer so many features in this regard. However, virtually all marketing automation software also connects with different CRM systems as the list features are most often used for and by marketing whereas the CRM system is (also) used by sales (and other departments).
A hot prospect just signed up for your newsletter? Great! Now create a new lead for them in your CRM. Let the software guide them into the appropriate drip or nurture campaign, send a welcome message, and track engagement. While you’re at it, let the software also gather behavioral data and alert your sales team when the prospect is active on your channels. Marketing automation platforms that integrate with CRM do the grunt work for you.

In order to reach customers with these all-important 1-to-1 journeys, a new generation of marketing automation tools has emerged. These tools take advantage of cloud capabilities in order to provide marketing teams with the ability to get to know their customers better, manage campaigns, and collaborate more seamlessly with other departments such as sales, service, IT, and more.
Why does email list segmentation matter? We know that beyond relevancy, list segmentation is important from a revenue perspective. Data from the DMA indicates that segmented and targeted emails generate 58% of all email revenue. On top of this, our research found that marketers who used segmented campaigns noted as much as a 76% increase in revenue–and more than 76% of marketers say basic segmentation is part of their email marketing strategy.
HubSpot is a leading growth platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 52,000 total customers in more than 100 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to Grow Better. HubSpot Marketing Hub has everything you need to run successful inbound marketing campaigns that make people interested in your business and happy to be your customer.
Marketo is great for companies who are going to make use of the tool’s many features that go beyond basic marketing automation. It’s not the most expensive tool, but it’s certainly not the cheapest either. If you’re not going to use the advanced functionality of the system, you can get similar results with one of the less expensive tools. However, if you want to start with the basics and move into the more advanced functionality in the near future, it could be a good idea to start with a tool like Marketo so that you don’t have to switch over all your data and campaigns down the line. We also like that Marketo has a very large and active knowledge base, which is a great resource for new users.

Infusionsoft is the only drag-and-drop tool we tested, which is a nifty feature for marketers who may wish to work on touchscreens or don't have time to deal with lengthy drop-down menus. It also provides unique tag removal that automatically pulls contacts from campaigns if they perform a certain action. For example, if contacts don't open three emails in a row, then you can set the tool to remove all such contacts from the workflow. This way, you're not sending messages into a vacuum. The tool also gives you the most useful real-time alert dashboard of any that we tested in this class. It lets you see every contact interaction with anyone in your database. So, if you sent an email to someone a week ago but they just opened it this second, then you'll see their name pop up at the top of your dashboard. From this tab, you can send a follow-up email or adjust the contact's standing within the specific workflow.

Furthermore, the industry evolution towards more integrations and connections between marketing automation software, CRM, social listening platforms, etc. enables organizations to focus on what really matters: their channel-agnostic – prospective – customer and their business goals. This is seen in the consolidation in the marketing automation software market and in the evolutions of the solutions that are mainly about more features to connect customers and different parts of the business while connecting departments (marketing, sales,…) and processes as well.
As you can see from the example above, emails following the model contain a succinct headline that highlights the key message of the campaign, as well as supporting information and visuals to help convince readers about the benefits of clicking-through. The reader is then presented with a prominent call to action button that makes it crystal clear what to do next.
Meet Pardot: B2B marketing automation on the world's #1 CRM. Pardot empowers marketing and sales teams to work together to find and nurture leads, close more deals, and maximize return on investment. Pardot's lead management features CRM integration, email marketing, lead nurturing, lead scoring, and ROI reporting to help marketing and sales teams work together to generate and qualify sales leads, shorten sales cycles, and track marketing ROI. Track all prospect interactions on your site — from downloads to page views — then score prospects based on parameters you set. Put time back into your sales reps’ day with automated lead nurturing and real-time sales alerts, which allow reps to prioritize their time. Then, measure the true ROI of your marketing efforts with closed-loop reporting. Accelerate pipeline, drive revenue, and align marketing and sales with Pardot Marketing Automation. Learn more here: http://bit.ly/1yhEwPa
Conduct campaigns, prioritize and focus on the basics of conversion, optimization and customer experiences but at the same time don’t ignore the voice of the customer, the clear shifts and the channel-agnostic reality with more stakeholders than ever before because you want to stick to a channel-centric mentality. In the end that’s where social CRM – in the true sense of the word – comes in.
iContact Pro provides marketing automation software and services for marketing teams to drive quantifiable results. The iContact Pro platform integrates email marketing, landing pages, social media management and robust analytics in a simple but comprehensive cloud-based solution that helps customers outsmart the competition and grow their business. ***ICONTACT PRO INCLUDES***: BUSINESS-CLASS EMAIL: Creating effective email campaigns is easy with 650+ professional templates and top class deliverability. SEGMENTATION AND TARGETING: Target your leads based on who they are and how they interact with you. LANDING PAGES: Create great looking, mobile responsive landing pages in minutes. Drive, track, and measure action on email, social, and your website. WORKFLOW AUTOMATION: Nurture customers with the right content, at the right time, by creating custom experiences using the most intuitive workflows in the industry. LEAD SCORING: Customize scoring criteria and the software automatically qualifies your leads so you can engage with confidence and increase your marketing efficiency. CAMPAIGN MANAGEMENT: Create, track, and measure your integrated marketing campaigns, from Tweets to email with powerful and easy-to-understand analytics. SALESFORCE INTEGRATION: Sync contacts and leads directly between your Salesforce.com and iContact Pro accounts, so you can quickly and effectively close your newly qualified and ready leads. SOCIAL CRM: Track and record every engagement with your prospects across email, social media, landing pages, news releases, and website visits. ***ICONTACT PRO BENEFITS*** DO MORE Nowadays, a marketer’s life is full of long hours, distractions, and beeping devices — it’s time for you to work smarter, not harder. iContact Pro was created to help companies engineer more calculated ways to send personalized communications to customers. No advanced degrees required. LIBERATE YOUR IDEAS Automation is not rocket science. But with most big enterprise solutions, getting started with marketing automation might feel a lot like planning a complicated rocket launch. iContact Pro was built to work fast for any size team, so when you say “yes” to marketing automation, you say “no” to complicated implementation. Simply login, pick an activity, and take off! TARGET YOUR MESSAGE Email marketing is at the heart of any results-driven strategy. iContact Pro is your virtual segmenting machine, helping you create individual CRM profiles to provide subscribers with the most relatable experiences for them — no matter how they engage with you. NURTURE RELATIONSHIPS Bringing in more leads doesn’t always mean more revenue; prospects demand a higher quality experience from you. iContact Pro helps you nurture relationships throughout the entire customer lifecycle in a way that feels personal, but is in fact highly automated. Reach out to the right people, at the right time, with the right message. ENGAGE YOUR NETWORK Get more mileage from existing content. Turn social fans into subscribers by including links to your own landing pages and invite people to download valuable content in exchange for their email address. Flexible, built-in tools allow you to schedule a calendar of social activity in advance or join in on trending conversations as they happen. CAPTURE MORE LEADS Everything you need is now easier to do. From designing professional landing pages and email templates, to setting up intuitive workflow triggers based on customer actions, our interactive tools make it easy to cross marketing tasks off your to-do list. MAKE DATA ACTIONABLE Great results come from consistently testing and drilling down into your performance data to make campaign tweaks on-the-fly. Engagement reports let you count up and compare the success of your social posts, landing pages, and emails. Ask us how you can integrate data from other tools with your dashboard for convenient, one-screen viewing. KEEP MOVING FORWARD We’re not doing our job if questions block your way to making things happen on your terms. We work hard to take the guesswork out of success. You can count on our experts and software to flatten learning curves along the way so you can just get up and get going.
NGDATA® helps brands in data-rich industries, such as financial services, telecom, media and entertainment, utilities and hospitality, to capitalize on emerging opportunities in their customer data and to drive profitable customer experiences by supercharging analytics and campaign efficiency. The company’s Intelligent Customer Data Platform (CDP) puts people at the center of every business via Customer DNA, which continuously learns from customer behavior and context in real-time. NGDATA partners with companies around the world to drive digital transformations. NGDATA is headquartered in Gent, Belgium and has offices in the United States, Europe & Asia-Pacific.
One of the most simple and effective ways to re-engage an inactive subscriber is to tell your subscribers that you’re going to remove them from their list, but give them an opportunity to opt back in to your emails. Everyone wants what they can’t have and it might be just the thing that makes them feel like they need to start engaging with your email campaigns.

Treat your list well. Remember that the people you're using email to communicate with have trusted you with their email and name; they deserve your respect. Just as you deserve as a chance to convert them from customers to fans and even evangelists for your brand, people who want to talk about and share your message and get involved in any way they can.
As you can see from the example above, emails following the model contain a succinct headline that highlights the key message of the campaign, as well as supporting information and visuals to help convince readers about the benefits of clicking-through. The reader is then presented with a prominent call to action button that makes it crystal clear what to do next.
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