Uses tracking codes in social media, email and webpages to track the behavior of anyone interested in a product or service to gain a measure of intent. It can record which social media group or thread they followed, which link was clicked on in an email or which search term was used to access a website. Multiple link analysis can then track buyer behavior - following links and multiple threads related to product A but not B will show an interest only in A. This allows more accurately targeted response and the development of a nurturing program specifically targeted towards their interest and vertical market. Due to its interactive nature this has been described as Marketing Automation 2.0.


Send new subscribers a “welcome” sequence. This is the message that you send to people right after they subscribe to your email list. It could contain a link to your lead magnet for an easy download, a thank you for subscribing, or maybe a call-to-action to check out your most popular blog posts. Every email list needs a welcome series: don’t miss this chance to “woo” your new subscribers and turn them into loyal fans!
Delivra is a platform built on the knowledge that automated email open rates are 95 percent higher than regular email open rates. With that in mind, the company tries to maximize customer engagement by offering help with SMS and email drip campaigns; it also assists with direct mail and uses A/B testing and alerts when engagement or purchase “tendencies” have been spotted.
Constant Contacts is an email marketing service, created to strengthen email marketing practices of small businesses, associations, nonprofits organizations, etc. It offers WYSIWYG editor to create an email campaign, secure contacts list management, social stats reporting tools, images/texts import feature, real-time tracking of your email campaign, etc.

For subscriptions, the platform is available in four monthly plans that are priced according to the number of features you will be needing for your operations. For small businesses and startups, you may opt for their Free Plan, their Starter package that costs $50. For larger businesses, check out their Basic plan, Pro Plan, and Enterprise plan priced at $200, $800, and $2400 respectively. However, these have required onboarding fees that range from $600 to $5000.


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.
We currently have three Editors' Choice picks for marketing automation solutions here at PCMag. One of them, Campaigner, impressed us with its intuitive UI and its wealth of online resources. Another Editors' Choice, the aforementioned Pardot, excelled due to its built-in search and social marketing functionality. Lastly, the aforementioned HubSpot had an impressive set of prebuilt workflows that also got our top nod. While all of these are fantastic solutions, they are all quite different, and it's definitely worth taking the time to research the best solution for your needs. This, of course, also applies even to the other products that did not get an Editors' Choice designation.
How complicated and how deep your campaigns run is determined by which vendor you choose. For example, HubSpot and Pardot both offer unlimited email and unlimited sequencing options. This means you can create a workflow with multiple branches for each stage of the sequence, and you can create an unlimited number of sequences (not that you would). Conversely, Zoho Campaigns is mostly designed for users who want to follow customary workflows that guide users on basic sequences. As a result, Zoho Campaigns doesn't offer unlimited sequencing or branching. This tool is perfectly suitable for marketers who just want to make an offer after a welcome email or for marketers who want to wish people a happy birthday once a year.
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.
The first thing to do, of course, is consider whether you want to include auto responders in your marketing mix. You'll need to be sure to find an email marketing provider that supports auto-responder functionality (not all of them do, though Comm100 does support auto-responder functionality). Then, when considering developing an auto responder program, you'll want to consider all of the following points:
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.
What's the difference between them? One-off communications versus prolonged, email-based interactions. For example, email marketing tools are excellent for one-off communications. You can use these tools for the one time you'd like to send someone an automated email response when they join a subscriber list, on their birthday, or when you promote a new product. But marketing automation tools are better suited for prolonged, email-based interactions. For example, you can use marketing automation tools whenever you want to guide someone from a subscriber list to a product purchase. Or you can send thank you emails or send new product promotions—all without having to lift a finger after the workflow is designed.
Mailchimp offers a forever free plan which allows you to send 12,000 emails for up to 2,000 subscribers. This plan is fairly limited because you don’t features like send-time optimization, advanced segmentation, multi-variate testing, etc. You are also required to display their branding in your email. Last but not least, support is restricted to email only, and you may find it not as helpful.
3. Sending limits – My biggest pet peeve with SendinBlue is the limits they impose on how many emails you can send. Unlike most marketing automation tools that limit the number of contacts you have, SendinBlue limits the number of emails you can send. While it appears to be a monthly limit, it’s actually a daily limit (the monthly limit is divided by 30). This has caused us several issues when going over our quota has meant emails end up being put on hold until the next day.
Yes, we update it once a year to keep it relevant. We’ve actually updated it twice in 2018 due to some of the bigger changes in the marketing automation landscape this year. Notably, we’ve included a few new vendors that have become quite popular (Prospect, SendinBlue) and removed some of the older ones that were declining in popularity (e.g. Eloqua).
SharpSpring is a comprehensive marketing automation platform with robust features, functionality and performance. SharpSpring is one of the most flexible platforms on the market, offering powerful, behavior-based email marketing, native or 3rd party CRM integration, dynamic forms, landing page and blog builders, social media management, universal CMS compatibility, and integration with hundreds of applications. SharpSpring is usually less than 1/3 the cost of the competition, is the easiest company to work with and the easiest platform to use. Marketing agencies should inquire about SharpSpring's special partner program.

The first thing to do, of course, is consider whether you want to include auto responders in your marketing mix. You'll need to be sure to find an email marketing provider that supports auto-responder functionality (not all of them do, though Comm100 does support auto-responder functionality). Then, when considering developing an auto responder program, you'll want to consider all of the following points:

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.
I’m not happy at all with MailChimp. Has anyone found the same problems with MailChimp as I have? I find that many of my list members unsubscribe from my list daily. I know these people ands contact them and they say they have not unsubscribed. twice I even found my own email taken off the list. When I look into the MailChimp list Spam is the reason for the person’s unsubscription. Over the years I’ve been on MailChimp I’ve contacted support and I’ve done everything I can but nothing has changed. I’m now looking to move to another company.
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.
dotdigital is a global leader in customer engagement technology and Engagement Cloud is its platform: the preferred choice for growing businesses and ambitious brands. The platform’s impressive features empower over 80,000 marketers across 150 countries to acquire, convert, and retain customers at scale. Users can connect with CRM and ecommerce systems, surface powerful data, and automate intelligent cross-channel messages that resonate with audiences. Established in 1999, dotdigital is a global company with over 350 employees, serving brands of all verticals and sizes. Our easy to use and powerful email solution enables SMBs, large enterprise and agencies to manage and grow their email strategy and more by making it easy to build your own marketing cloud, using our extensive app directory. A Magento Premier Technology, Shopify Plus and BigCommerce partner, dotdigital integrates seamlessly with many world-class ecommerce platforms and CRMs including Salesforce and MS Dynamics. Our recent acquisition of COMAPI cements our commitment to empowering marketers by providing customers with best-in-class omnichannel messaging capabilities such as SMS, live chat and social media integration. Start a free trial: https://www.dotdigital.com/trial/
Newsletters can be sent to the email list you've built from the people who provided the necessary information on your website, for instance, providing these potential customers with news updates about your company, upcoming events and/or special offers – and, of course, reminding them that your business exists and that maybe it's time for another visit.
The main reason we love Customer.io is its flexibility. This is a tool that will really let you get what you want out of it. While it’s not all out of the box, if you’re willing to put in some developer time, you can really customize your Customer.io experience. Another great thing about this tool is its lightweight UI and fast, personal customer support. Customer.io is one of the newer players, but they’re growing very quickly and are definitely a company to watch. Unlike most of the older tools, Customer.io is built to trigger emails based on events, rather than just pageviews.
SendPulse is a versatile platform that offers not only email, but also web push notifications, SMS, Viber and transactional emails. It’s no surprise then that they’d also include autoresponders as part of its offering. These are available to use on SendPulse’s free plan, which allows for 15,000 emails per month for up to 2,500 subscribers. Impressive!
Top marketing automation tools go hand in hand with a software solution that works for company-wide automation. A CRM platform that can be used by everybody from the top down, in order to create that seamless omnichannel experience that customers are looking for. However, this just scratches the surface of the kinds of features that a marketing manager should be looking for when deciding which marketing automation tools to implement.

MailChimp allows you to send automated emails based on customer behavior and preferences. Although, MailChimp offers a free trial, but their autoresponder feature is only available in paid accounts. It allows you to create an autoresponder email easily, and you can set the event to trigger this autoresponder, also select the day and accurate time to send it to your subscribers.
HubSpot Marketing is a top-of-the-line inbound marketing software that focuses on growing traffic and increasing lead conversions. With robust tools for blogging, emailing, SEO, marketing automation, lead management, and analytics, this platform can give you the things you need to launch effective campaigns. The system also integrates with multiple CMSs, email service providers, eCommerce tools, and social networks. The vendor offers a great free trial plan for those who’d like to try out the key features of the product first. You can easily sign up for HubSpot Marketing free trial here.
Marketo is a flexible marketing automation platform trusted by over 2300 customers across the globe. Accessible on both desktop and mobile devices, the software provides a variety of features for B2B marketing, lead management, email campaigns, budgeting, and ROI optimization. The platform also allows for real-time personalization, so you may engage your target market proactively and effectively. As for pricing, Marketo is only available on a by-quote basis, so be sure to get in touch with their representative.

Netcore Smartech is a leading cloud-hosted campaign management and marketing automation program focusing on business growth. It aims to help users deliver unparalleled customer experiences through its customer journey mapping, cross-channel automation, funnel analytics, and messaging tools. The Netcore Smartech platform is offered through a quote-based payment system. For estimates, contact the vendor.
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.
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?
Rob, you don’t say who ‘booted’ you from using it. A significant GDPR factor is non-profits having to consent/re-consent those on established email lists and experiencing significant proportions of lists being lost because people miss the notifications or are too busy to fill in yet more forms. However, I have found a few using a ‘one-touch’ re-subscription button that takes immediate effect, without the recipient having to do anything else. It would appear that the re-subscription rate is higher, the easier it is to activate. On enquiry, I was told that they were using mail chimp for this.
Because of the constant influx of marketing emails to their inboxes, buyers have begun to block out many  of these communications, whether through inbox filters or a subconscious disregard for irrelevant messages. Instead, these buyers are doing Google searches, and asking their friends for recommendations. They’re tapping the social media community for advice and browsing your website to see if your business offers a solution fit for their challenges. If you’re only communicating with these leads through email, you’re not only missing out on an opportunity to reach your leads via multiple channels during various parts of the decision process, you’re also ignoring a slew of behavioral data points they’re giving you about their needs and interests.
We were really impressed by the ExactTarget demo at Dreamforce (the company was recently acquired by salesforce.com). One thing that stood out to us about ExactTarget is the system’s ability to target communications over multiple channels. Most marketing automation tools focus on email, but ExactTarget goes beyond that and lets you target mobile app notifications, or even messages to the dashboard of a customer’s car (if, for example, you were a car manufacturer).
The latest version of IBM Campaign brings many innovations to the sophisticated marketing team enabling you to work smarter and faster, and to keep your customers more engaged and loyal than ever. Marketers use IBM Campaign to maximize revenue and responses via personalized and optimized campaigns and offers. Increase results with powerful segmentation against the largest data sources and provide the right offers to the right contacts at the right time in the right channel. Boost ROI by optimizing contact communications and marketing spend. Choose to deploy fully to the cloud or on premise. Improve engagement and ROI: Easily integrate with the rest of your marketing ecosystem to seamlessly execute personalized, offline and digital campaigns to take your customers on targeted journeys. Work smarter and faster: With AI-powered Watson Assistant available with IBM Campaign, work smarter and drive to insights more quickly than ever. Save time, make better decisions and drive customer engagement. Optimize ownership for your enterprise: Choose the deployment and ownership approach that works best for your organization. Deploy on premise or via subscription and fully to the cloud — managed and hosted.
Hi. thank you for the great information. I currently have Mail Chimp and it is set up to sync between my WordPress site and Mail Chimp. the problem is it isn’t and new subscribers to my blog are not being updated onto the list on the Mail chimp end. I have tried several fixes and nothing is working. I am unsure what to do now after endless googling it may be time to quit Mail Chimp. Seems others are having this problem also.

Of course, the site’s commitment to quality content was a major factor. In fact, I actually signed up for the DIY Natural newsletter as I was researching this article. My wife and I share similar views on self-reliance and sustainability as Matt and Betsy, and we already make our own laundry detergent and other household items (including ghee). As such, DIY Natural’s content is perfect for us, and exactly the type of content I’d like to see in my inbox every week.
Newsletters can be sent to the email list you've built from the people who provided the necessary information on your website, for instance, providing these potential customers with news updates about your company, upcoming events and/or special offers – and, of course, reminding them that your business exists and that maybe it's time for another visit.
Send new subscribers a “welcome” sequence. This is the message that you send to people right after they subscribe to your email list. It could contain a link to your lead magnet for an easy download, a thank you for subscribing, or maybe a call-to-action to check out your most popular blog posts. Every email list needs a welcome series: don’t miss this chance to “woo” your new subscribers and turn them into loyal fans!
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