For Campaign Monitor customers, you can either manually upload an existing list (from an Excel file for instance) or you can connect your Campaign Monitor account to the tool where your customer data lives (such as your CRM, accounting, eCommerce tool, and hundreds of others) and automatically sync your customer information into your Campaign Monitor account.


All-in-One Marketing System. As mentioned earlier, HubSpot marketing has all the necessary marketing automation features you need to launch your campaign. It lets you generate more traffic, convert leads, and track your marketing funnel without having to spend on other software to back it up. You may, however, choose from their available integrations to further enhance its performance.

Make sales on autopilot. Creating a sales funnel out of an email autoresponder sequence is a widely adopted strategy used by information marketers, but it can also be used by software companies, eCommerce businesses, and service providers. For example, it could consist of a series of educational videos, a sales video, and follow-ups to sell your information products. Or, you could create a sequence of free educational emails, and then invite leads to a live or recorded webinar where you make an offer. For eCommerce businesses, your sales sequence could include promo offers for products your subscriber has just viewed on your website.


Email marketing is one of the most cost-effective ways to promote your business, whether your goal is to build your brand or sell more stuff. Our field guide provides everything you need to know to make the most of this platform. Learn how to create an email marketing plan, design effective emails, and test them. Then discover the power of automation and how to measure the success of your emails.
Unified Listing Tools. No matter the size of your business, keeping tabs on the contact details of your customers is always difficult, especially when you are using multiple programs to store your data. Consolidate all contacts across different databases with the unified list-building tools of Constant Contact. This makes it easier to remove duplicate information and lessens the time spent on syncing data.
Crafting your brand voice in your email marketing messages will let your business show some personality and create engagement. Remember to think of your emails as a conversation and simply not a place for you to blast your message through a megaphone. You’ve received permission to send to your subscribers. Don’t miss out on the opportunity to nurture a relationship with them.

Next up is building an email newsletter. The best services offer several ways to do this; you can import your own HTML, start from scratch, or use a pre-designed template. Most of these services have drag-and-drop UIs that let you choose exactly the elements you want to include, as well as image libraries in which you can store assets such as your logo or company photos. Tools that let you test your emails for spam are also essential since there are some seemingly innocuous terms that may send up red flags and drop all of your hard work into your subscribers' junk folders or, worse, get your emails banned before they ever reach their recipients.
Marketo is a marketing automation platform that includes account-based marketing, email, mobile, social, digital ads, web, and marketing analytics, allowing business owners to drive engagement through multiple channels from one platform. Its goal is to help small businesses build long-lasting relationships with customers and create end-to-end engagement. Its cloud-based infrastructure can handle hundreds of millions of activities each day, meaning it can scale with its customers.
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.

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.

ONTRAPORT’s mission is to “support entrepreneurs in delivering their value to the world by removing the burden of technology.” It aims to do this by allowing companies to get a complete visualization of the customer journey. Knowing that many small businesses struggle to gain a clear understanding of how their marketing efforts are paying off, ONTRAPORT is built to help them see how customers respond to messages — via SMS, email, postcards, and landing pages — through data. This information, in turn, can be used to build compelling campaigns within the platform.


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.
It opens the door for irrelevant, spammy, automated messages. Understanding that a large database of leads is required for marketing automation to have any effect on their bottom line, many marketers end up buying lists of contacts to nurture with marketing automation. The consequences of list-buying are numerous, but most importantly this spammy tactic produces incredibly low ROI. Along with the cost of buying these lists, sending unsolicited emails to people who have never requested any information from you leads to low engagement and hurts your IP address reputation, lowering your email deliverability rates.

Automation is a surefire way for small businesses to save time and money, and marketing is the perfect arena for doing so: Marketing automation maintains brand messaging while reaching thousands more people than a single person ever could. The key is simply determining which platform fits your company best so you can save even more time while building your bottom line.

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.
Auto responders present an excellent opportunity to create email marketing results with minimal effort after the initial build out. However, the key to success is to think through the process during the build out and to monitor the program carefully for the first several months in order to optimize it. We'll discuss auto responders throughout the remainder of this book when talking about email design, implementation, tracking and optimization.
Email Marketing Automation isn’t just for big companies. Constant Contact’s powerful, yet simple tools can help your organization develop more efficient and strategic email marketing, so you can save time while growing your business. Send a single welcome email, or an automated email series that nurtures leads. Build your list with ease, then send targeted messages to specific contacts. And get more value out of each email with action blocks that encourage subscribers to buy or donate. After all, the best results come from sending the right message to the right people at the right time—automatically.
Emarsys Marketing Platform is a Fully Integrated Marketing Platform, one platform, all the tools you need. Analyze, optimize, personalize. Use the Emarsys Marketing Platform to create a unified profile for each of your customers. Then, automate personalized messages across all channels, optimize for performance, and measure results - all from a single integrated platform. Move beyond segmentation to true one-to-one personalization. Anyone can collect data, but without the right tools to interpret and use it, it’s useless. The Emarsys Marketing Platform goes beyond data collection and segmentation to create unified profiles for every customer. Identify important audience segments and opportunities for repeat business you never knew existed. Then reach out to buyers through truly personalized 1-to-1 interactions with the right message at the right time across the right channel for each individual to drive optimal results. Other marketing platforms and point solutions pressure marketers to become more like data scientists and encourage the addition of more fragmented tools and technologies to their marketing tech stacks. But Emarsys is challenging this way of thinking. Why? Because regardless of your level of technical expertise or the number of point solutions you may have, human-driven personalization doesn’t scale. It never will. But Emarsys Artificial Intelligence Marketing does. It’s time to take a stand. Powered by AI, the Emarsys Marketing Platform leaves the data science to the machine. Our single, integrated platform delivers truly personalized interactions to your customers - at scale - all while allowing you, the marketer, to focus instead on what you really love: strategy, content, and creative.
The primary purpose of a transactional email is to convey information regarding the action that triggered it. But, due to their high open rates (51.3% compared to 36.6% for email newsletters), transactional emails are an opportunity to introduce or extend the email relationship with customers or subscribers; to anticipate and answer questions; or to cross-sell or up-sell products or services.[4]
What should be the time frame between sends? At the beginning, you want to ensure that you do not take too long between sends. Your subscribers have just signed up and are enthusiastic about receiving your communication, so take advantage of that enthusiasm.While once daily is too frequent, you can begin by spacing your emails out with only a day in between. After that, extend the time between to three days. As you get to the tail end of your auto responder, meaning that you are getting to the least engaged customers who have not converted and may mark you as spam or opt-out of the email, begin to stretch things out by five days or even a week. Many email marketing service providers will allow you to also mark days of the week that you don't want your auto responder to send, so you may want to eliminate weekend email sends of auto responders. Email open rates are lower on weekends.
The first autoresponders were created within mail transfer agents that found they could not deliver an e-mail to a given address. These create bounce messages such as "your e-mail could not be delivered because..." type responses. Today's autoresponders need to be careful to not generate e-mail backscatter, which can result in the autoresponses being considered E-mail spam.
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.
Hello Sharon, thank you for this extensive article, liked it a lot!:) Could you please specify in more details the way you grouped these apps? It’s clear about email testing, list building, tracking and monitoring tools. But.. what is the difference between drip email tools, email newsletter apps and integrated marketing automation tools… All of them about automating your email marketing. Is it about different ways to automate it? Unfortunately, it is still not clear for me. Please help me get it right:)
SendInBlue 9,000 emails per month (daily limit of 300) for an unlimited number of subscribers. You can have a maximum of 2,000 subscribers in your automated campaigns at any time. A good range of advanced autoresponders is offered on the free plan, including welcome, anniversary, page visits and ecommerce (such as product purchase or abandoned cart). You also get an allowance for free transactional emails. SMS can also be added for an extra cost. (Full review)
We also love how consistent the design of Uber's emails is with its brand. Like its app, website, social media photos, and other parts of the visual branding, the emails are represented by bright colors and geometric patterns. All of its communications and marketing assets tell the brand's story -- and brand consistency is one tactic Uber's nailed in order to gain brand loyalty.
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