Not only is InVision's newsletter a great mix of content, but I also love the nice balance between images and text, making it really easy to read and mobile-friendly -- which is especially important, because its newsletters are so long. (Below is just an excerpt, but you can read through the full email here.) We like the clever copy on the call-to-action (CTA) buttons, too.
Use personalization. Personalizing the content of your emails (depending on your segment from Chapter 3) will make it so much more relevant and valuable to them. Personalization goes beyond sticking your subscriber’s first name into the email. You need to tailor the actual content of the email to address their needs. For instance, an online retailer will find it much more valuable to read an email with the subject line, “How to build backlinks to your eCommerce store” than just a generic subject line, “How to build backlinks.”
Pica9 is a local marketing automation platform offering brand resource management, web-to-print, email, social, landing pages, and more with its comprehensive CampaignDrive™ platform. Pica9 empowers local marketers to streamline marketing efficiency and enhance results from a single, intuitive interface to manage a multitude of marketing functions.
While marketing automation often looks at generating demand and new revenues by a “right time, right message, right touchpoint” approach, as we know it in content marketing and content management as well, it’s essential to also look at engagement with existing customers of course. After all, the total customer life cycle and Customer Lifetime Value (CLV) are essential. In this regarding marketing automation platforms are evolving and also facing competition from new vendors focussing more on customer engagement and experiences across the customer life cycle. Several vendors in the content management space have also been evolving from systems of records to systems of engagement. Marketing automation is part of an increasingly broader ecosystem and context where the customer and customer lifetime value are key. An introduction to the customer life cyle and models to calculate the customer lifetime value (CLV).
These metrics give you a high-level overview of how your subscribers are interacting with your campaigns and allow you to compare the success of one campaign to another. If you want to go deeper and see the exact people who opened and clicked your campaign, what links they clicked, etc. you can do so by choosing some of the other reports from the right hand side menu.
In-Depth Analytics. Evaluation is an important aspect of any marketing campaign, but the process of collecting and organizing data for the task can be overwhelming. This is why it’s important to choose marketing automation solutions that have built-in analytics tools. With these, you can get complete insights on your marketing campaigns effortlessly.
Getting started shouldn't be daunting. Generally, you'll know right away whether you like a user interface (UI) or not, and most of the contenders we reviewed offer free trials so you can poke around before dropping any cash. Luckily, most of these services have modern-looking graphics and uncluttered layouts. These are not the complex business software UIs of yesterday. Be careful, though, as some free trials require a credit card. This means you need to be sure to cancel your trial before you're billed if you're not happy with the service.
Companies considering the use of an email marketing program must make sure that their program does not violate spam laws such as the United States' Controlling the Assault of Non-Solicited Pornography and Marketing Act (CAN-SPAM),[10] the European Privacy and Electronic Communications Regulations 2003, or their Internet service provider's acceptable use policy.
Selligent Marketing Cloud is a marketing automation platform that enables B2C brands to engage consumers across all critical channels. Built for the relationship marketer, Selligent Marketing Cloud is the only marketing cloud built on single code base, featuring artificial intelligence and a Customer Data Platform with a universal consumer profile at the core of every action. More than 700 brands across retail, travel, automotive, publishing, and financial services rely on Selligent Marketing Cloud’s proven platform. With 10 offices across the United States and Europe and more than 50 agency partners and resellers, Selligent Marketing Cloud serves over 30 countries with local, personalized service.
InfusionSoft is the tool of choice for serious marketers. If you run a six figure online business or have a list larger 50,000 subscribers, this may be the tool for you. InfusionSoft combines your shopping cart with email marketing, so you can do complex things like segregate your buyers from your subscribers or mail specific sequences to specific people. You can also send physical postcards from InfusionSoft. InfusionSoft isn’t cheap. The monthly subscription is in the hundreds, and there’s a four figure setup fee. It’s geared towards companies that are already successful and need powerful solutions, rather than startups.
LeadSquared looks interesting – although I can’t quite figure out what differentiates it from other small business marketing automation software. Out of interest, what separates B2C vs. B2B marketing automation from a software vendor’s point of view? I.e. what’s different about the software that gears it towards B2C companies opposed to if you were targeting B2B clients?
Thanks Donna – I agree. There’s so much scope for integration with marketing automation software that it would literally take a team of thousands to build all of the plugins and functionality in a short time frame. Ontraport / Infusionsoft are very similar to Salesforce in a way, by using the developer community to build the functionality around their product (which adds value to both Ontraport and their products & services).
bpm’online marketing is one of the leading cloud-hosted programs for holistic multi-channel marketing. A module inclusive in bpm’s CRM bundle, this platform allows users to to optimize both front-office and back-office tasks with ease. Equipped with lead generation tools, communication features, and content creation solutions, the software can also be integrated with AI to boost user adoption. bpm’online marketing offers quote-based and annual enterprise pricing according to the number of contacts and users who will be enrolled in the system.
For example, if you set up an autoresponder with an interval of 24, and you receive an email from john@example.com at 8 am on Monday, the autoresponder will respond to his message immediately. If, however, john@example.com continues to email you throughout the day, the autoresponder will not send him another response for 24 hours after his initial email (in this case, 8 am Tuesday). If he emails you again after the 24-hour interval expires, he will receive an auto response.
Been a while so I thought you might want to update this popular list. These tools you mention are great and Ive used many of them and will now try the rest. 🙂 When its time to update this list and article Id suggest you consider these newer tools: Email Personalisation = Altaire.com/Tech – Email Data = Competitor.Email & Edatasource.com – GDPR RePermission = Decco-Engine.com – Rich Email Content = Polymerse.com. Thanks again for a great list!
In addition to an organic integration with Salesforce, Pardot offers one of the cleanest user interfaces (UIs) and one of the largest variety of prebuilt templates on the market. But its best features are designed to improve your workflows once they've been created. For example, you can pretest the process of an automated program to see how it reacts. This is essentially a fire drill automation campaign to ensure your complex branching doesn't lead to a dead end or a duplicate email. Pardot also lets you schedule social media campaigns and post in real time to Facebook, LinkedIn, and Twitter simultaneously. If you really want to manage your marketing program from within one solution, then Pardot also offers a search marketing tool that plugs into Bing, Google, and Yahoo. You can check search engine rankings, monthly volumes, and ranking difficulties as well as run competitor analysis and monitor your paid search campaigns. No other tool we reviewed offers search marketing functionality.
AdRoll is a high-performance digital marketing software focusing on retargeting. Founded in 2007, it is packed with features for segmentation, cross-device reach, predictive buying, and social targeting. These tools are what allows the software to collect, analyze, and act on customer data with just a few clicks of a button. AdRoll offers four monthly pricing plans for new businesses, emerging businesses, evolving businesses, and expanding businesses ranging from $300 to $10,000.
We founded Blueshift to address problems we encountered first-hand as marketing & machine learning leaders. Our team previously founded Groupon Goods (Mertado), and were early team at WalmartLabs (Kosmix). As marketers ourselves, we noticed that it’s becoming increasingly harder communicate with customers on a 1:1 basis in the era of the perpetually connected customer. Using patented technology, Blueshift’s AI enables consumer marketers at leading consumer brands to launch 1:1 engagement on every channel. ● Visual campaigns & Journeys: Build multi-touch campaigns with a simple visual interface; include advanced testing, content recommendations & filters with just a few clicks. ● Behavioral Segmentation at scale: Segments that update dynamically based on a real-time stream of customer interactions ● Predictive Segmentation: Machine learning based scores for user affinities and propensities ● Product & content recommendations: Build multiple recommendation schemes for merchandising products, categories and content ● Full-funnel measurement with attribution: go beyond opens & clicks, and track custom conversion goals with customizable attribution. ● Cross-channel orchestration: Orchestrate cross-channel campaigns between email, mobile app notifications, SMS, website, Facebook retargeting and more. ● Testing & Optimization: Leverage advanced testing capabilities, including a-b tests, as well as measurement against holdout groups. ● Best-in-class deliverability: Scalable deliverability infrastructure and services.

Particular groups of customers can be targeted or even individuals. Offering individual customers special deals on merchandise and/or services on the customer's birthday, for instance, is one example of email marketing personalization. (A restaurant might send an email to customers on their birthday offering 50% off an entree,) Email marketing helps a business develop and maintain a relationship with a customer over time that hopefully results in increased sales and increased customer loyalty. 


LeadSquared is a lead to revenue platform and it takes care of the lead capture to revenue cycle for several segments of B2C businesses like training providers, health and wellness, travel and tour agencies, etc. Most of the marketing automation softwares out there, are made to address needs of B2B firms and integrate with CRM. This combo is costly and becomes too complex for a typical user in a B2C setup. For such category of firms in B2C which are marketing-led, our solution can obviate the need of a CRM altogether and provide them with the best in class marketing technology.
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. For more information, visit totalexpert.com.
There are many quality marketing automation software solutions available for businesses but the ones we have covered above are among the most popular of them all. Comparing marketing automation tools is not an easy thing to do because almost every one of them has that one feature that becomes their USP. What we have summarized above are the best for all types of companies in terms of sizes and the sectors they operate in.
Marketing departments, consultants and part-time marketing employees benefit by specifying criteria and outcomes for tasks and processes which are then interpreted, stored and executed by software, which increases efficiency and reduces human error. Originally focused on email marketing automation, marketing automation refers to a broad range of automation and analytic tools for marketing[2] especially inbound marketing. Marketing Automation platforms are used as a hosted or web-based solution, and no software installation is required by a customer.
I think this is the trickiest part of email – it’s like a tangled web that you really have to think through in terms of timing, delivery and most importantly, content! I know with your Internet Marketing for Smart People list, you promote the series at the sign-up. If you’re offering a cookie (i.e. ebook) for sign-ups, does it muddy the water too much to talk about the series as well?

Marketo has developed customized solutions for healthcare, technology, financial services, manufacturing, media, and higher education, and its Engagement Hub gathers data so businesses can personalize their interactions as they analyze and adapt. That adaptation can happen in real time with Marketo’s instantaneous insights and rich customer profiles.

Pardot is a marketing automation and lead management platform created by Salesforce for B2B companies. Cloud-hosted and accessible on desktop and mobile devices, this software combines the power of multiple features in one interface. Among the tools included in Pardot are for email marketing, lead nurturing, and sales intelligence. To start incorporating Pardot in your business operations, you may choose from their three annual payment plans that cost from $1000 to $3000 per month.
Issues with MA software often results from unrealistic expectations and poor implementations. For example, this software cannot make a bad service or product into a good service or product. If the collateral is bad or misses the point, MA will simply deliver a bad message more efficiently. Finally, if the wrong target market is selected, effective delivery to that target market will not help the bottom line.
The key to separating the best technology solutions from the lesser choices lies in properly understanding the modern customer, and what it demands. Eighty-eight percent of top marketers say a customer journey strategy is critical to the success of their overall marketing . So what do customers want? There is no one answer to that question, but perhaps more than anything else the modern customer is looking for a simplified and cohesive shopping experience. This is the type of “customer journey” that top marketers should be looking to provide.
Proactive Lead Generation. When it comes to digital marketing, you must not only create eye-catching ads and other promotional materials; you must also create quality content to highlight your business’ presence on the internet. With TechValidate, you can collect data directly from your clients, collage the information, and publish the content on your site or on social media, boosting the chances of lead generation.
While traditional strategies may work, it might not be enough to meet the demands of the modern market. Times are changing, and so should your approach. Luckily, there are plenty of marketing automation software providers to choose from. This way, you can boost the way you sell your brand by accessing lead management tools, email and content marketing solutions, as well as social media management options.

Hey Sonia – Admittedly, I don’t have an autoresponder. I do have a welcome message for folks, but not an ongoing drip-drip-drip autoresponder series like you mentioned. Although I think it’s a fantastic idea, I’m not sure how to best integrate it into the other emails they’re receiving from me (blog posts and/or monthly e-letter) without overwhelming them as others have mentioned. Any thoughts?


Promote up-sells/cross-sells. You can even set up an autoresponder sequence for someone after they purchase and get repeat customers. Depending on the products you sell, you could offer an upsell, or cross-sell related products. For example, if someone buys a digital camera, you can offer to add a lens, a tripod, and other accessories to their order before it ships. Or, if you sell products that people buy frequently (like food or disposable items, like diapers), you can automatically send them offers for new items when you know they’re about due for another order.
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