Emails triggered by milestones, like anniversaries and birthdays, are fun to get -- who doesn't like to celebrate a special occasion? The beauty of anniversary emails, in particular, is that they don't require subscribers to input any extra data, and they can work for a variety of senders. Plus, the timeframe can be modified based on the business model.
B2B enterprise buyer. These buyers work for firms that market to other businesses, and engage in longer sales cycles. They are primarily seeking capabilities that help them nurture relationships with prospects. Lead nurturing, lead scoring, sales force automation (SFA) and sales coordination and enablement tools are all critical for optimal performance.
Get to know your prospects and what they’re looking for. Learn who they are, what role they play (for B2B marketers), what their pain points are, and how you can help. A common technique is to set up a lead capture page (that is, a landing page). Lead capture pages often ask visitors for something in exchange for a reward. For example, a user may be asked to enter her email address, zip code, and job title in exchange for a downloadable e-book or white paper, an entry to a sweepstakes raffle, or a promotional coupon or discount code.
Thanks Marcus for the comparisons, but I am somewhat confused by this post. It says 2018 in title, but yet comments are from 2014-17. I’m assuming it was originally written earlier and you’ve updated. I’d be curious what edits were made; how your opinions may have changed; who are the new top contenders for 2018. With all the growth in the marketing automation space in past 3 years, it couldn’t be simply updating the title. Also curious if a company is already tied to Salesforce for CRM does that necessarily lift Marketing Cloud as the premier choice?
It’s important to note how a number of growing trends revolve around content of value – not promotional content. Things like personalization and subscriber lifetime value, bite-sized content that’s easy to digest, stronger narratives and storytelling, richer experiences… that’s all key to crafting highly engaging emails that will grow your open and engagement rates.

Step Three: Following that, an average of ten to nineteen emails are then automatically sent to the subscriber, most often with several days between each email send. The further the sequence gets, the longer the space between emails is. For example, within the first three or four auto responder emails, there may only be a day or two between each email send.However, as you get into the latter emails, it is common to leave a week between email sends so as not to encourage the subscriber to become frustrated and mark you as spam or unsubscribe from future mailings.

At its best, marketing automation is software and tactics that allow companies to buy and sell like Amazon -- that is, to nurture prospects with highly personalized, useful content that helps convert prospects to customers and turn customers into delighted customers. This type of marketing automation typically generates significant new revenue for companies, and provides an excellent return on the investment required.
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 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.
Marketing automation software is typically priced one of two ways: by the number of contacts in your database or by the number of emails you send each month. For example, the the Growth Pardot plan costs $1,250 per month for email marketing, prospect tracking, lead nurturing and scoring, reporting, forms and landing pages, and standard Salesforce customer relationship management (CRM). This plan can be upgraded to two higher tiers, each of which offers additional features, plug-ins, and add-ons. However, all three Pardot plans give you capacity for 10,000 contacts.
Customer.io is great for two kinds of uses: 1. Companies that are looking to get started with marketing automation and appreciate a lightweight UI (i.e. not your typical enterprise software) and 2. Companies that are looking for some more advanced functionality that requires flexibility and customization, and are willing to devote the developer resources to implement it. We happen to fall into the second category, which is why we chose Customer.io for our marketing automation needs at Woopra.

One of the misconceptions regarding marketing automation is that it is all about automating marketing and thus reducing the personal and human dimension. This is not the case and depends on the ways marketing divisions use marketing automation. Most professional solutions offer advanced insight and analytics features, enabling a better customer view.
“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.”
We just started using MailChimp because it seems to be the only one that offers a free account for small or new users. The problem is that there are so many steps for a potential subscriber to go through with both double opt-in and recaptcha, that we are getting at best complaints to worst, plain nasty comments posted on our Facebook page. We don’t know how many would be subscribers we lost because of this.
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!
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.
Omnisend - Email Marketing & Automation for Ecommerce provides the omnichannel approach for sales-driven marketers that have outgrown the generic email marketing platforms. Join more than 40,000 merchants that have trusted their e-commerce marketing automation to Omnisend. Our platform provides a complete solution for connecting your ecommerce business with potential and existing customers across multiple customer journey touchpoints. Try a more personalized omnichannel touch with your customers by email, SMS, Facebook messenger or automatically synchronizing audiences for Google, Facebook and Instagram platforms for better customers’ experience and higher conversions. Omnisend works with all e-commerce platforms including Shopify, Bigcommerce, Magento, WooCommerce and others. Drive sales at scale Email marketing automation is all about sending anticipated, contextualized and relevant messages at the right time. Capitalize on pre-built automation templates that you need to set up only once. Then sit and watch your sales growing on autopilot with Welcome emails, Cart Abandonemnt, Order updates, Customer Re-activation and Order Follow-up. Design state-of-the-art newsletters in minutes Skip the tedious and time-consuming newsletter setup process. Our drag-and-drop Content Editor is intuitive and gives you all the tools you need to enjoy great results at the speed of light. Improve your performance with beautiful email templates, the one-click Product Picker, the interactive CTR boosters and unique Discount Coupons. Choose how to grow your email list Choose how to turn your visitors into subscribers with a wide variety of signup forms. Omnisend’s forms are mobile-friendly and fully customizable. Grow your list with non-intrusive Signup boxes, welcome and exit intent Popups, the fun Wheel of Fortune, and customizable landing pages. Ready to convert your visitors into repeat customers? Try out Omnisend’s ecommerce marketing automation—every new user starts with a 14-day, obligation-free trial. After 14 days, you choose whether to keep using one of our paid plans - Standard or Pro - or continue with our Free plan, which includes 15,000 emails per month (up to 2,000 emails per day). Majority of our customers value Omnisend as a great alternative for their ecommerce businesses compared to Mailchimp, Klaviyo, Active Campaign and others. Omnisend gives you stellar support and helpful advice anytime you need it. We’re available 24/7 for all.
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.

If you select Custom, a small calendar will appear. Use the arrows to navigate between months and click your preferred start date. Then, enter a start time at the bottom of the calendar, and select AM or PM from the menu. Finally, click anywhere outside of the calendar box to save the configuration and close the calendar. Your chosen date and time will appear next to the Start option.
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]
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?
Encompasses automation of internal marketing processes. These include budgeting and planning, workflow and approvals, the marketing calendar, internal collaboration, digital asset creation and management and essentially everything that supports the operational efficiency of the internal marketing function. Typically these systems require a CRM or COM administrator to set up a complex series of rules to trigger action items for internal sales and marketing professionals to manually process (designing files, sending letters, sending email campaigns). This type of system increases marketer's ability to deliver relevant content to relevant individuals at relevant times. Limitations may apply, based on the human resource capacity of an organisation and their level of commitment to the tasks as they are assigned.
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.
In 2002 the European Union (EU) introduced the Directive on Privacy and Electronic Communications. Article 13 of the Directive prohibits the use of personal email addresses for marketing purposes. The Directive establishes the opt-in regime, where unsolicited emails may be sent only with prior agreement of the recipient; this does not apply to business email addresses.
The question then, is this: how does a marketing manager look past those good marketing automation tools, and find the best marketing automation tools? As mentioned, it starts with knowing what the customer wants, but the next step is to know which features will give them that. With that in mind, here are some features to look for in an effective marketing automation tool.
ActiveDEMAND is a flexible marketing platform for digital marketing agencies and marketers. ActiveDEMAND packages range from the full-featured call tracking application for the small business marketer to the powerful Marketing Agency Portal designed for digital marketing agencies with multi-client management needs. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages and social media. Convert leads and prospects into customers using automated marketing to manage nurture campaigns, auto-replies and more. Retain customers and grow your repeat businesses with powerful newsletters, special promotions and more.

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.
When there’s no top-of-the-funnel foundation put in place to support middle of the funnel marketing automation. Many marketers invest in marketing automation before they have fertile ground for advanced lead nurturing campaigns to blossom. Marketers won’t have the ingredients they need for effective marketing automation until they have both a steady flow of organic leads coming through the funnel. Too many marketers without inbound lead generation strategies spend their time figuring out how to take the tiny fraction of the market they already have in their database as leads and squeeze more out of them. While they’re doing that, their competition is figuring out how to get more out of the 99.99% of the market that’s still out there. Do you have all the existing leads needed to hit your revenue goals in your database already? Are you getting your fair share of the available market?

Are you one of the 63% of marketers who say their top challenge is generating traffic and leads? If so, then you already know how taxing the process can be. You’ll need to find ways to draw people towards your site, regularly generate content that piques their interest, be active on social media, and create innovative tactics to engage new leads. With a limited budget and small staff at your disposal, where will you find the time to do all of that while you manage your business on a daily basis?


Use of two-dimensional barcodes. Two-dimensional (2D) bar codes are seen more and more often on print ads, bill boards, bus stop benches and even as tattoos. Customers can use smart phones as code readers to get information about a product or service immediately on their mobile browser. Current solutions can use 2D bar codes with third-party solutions, but new versions will have built in support.
However, the best timing is becoming more touchpoint-oriented and triggered, and less defined by general best practices. It is already the case in marketing automation but we still have a long way to go in order to shift to the personal touchpoint perspective. Again: this doesn’t mean that today’s approaches will disappear. Marketing is not black and white.
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.
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.
This article is informative, but it does not offer distinguishing features between the services covered (other than mailchimp is free). You seemed to go to great lengths to say good things about each – although I’m sure each services has positive aspects. I would have benefited much more from a rating of some sort of the various features of each service, or at least the pros & cons of each.
On the lower end of the pricing spectrum, you'll find products such as Infusionsoft, which costs $379 per month for five users, 50,000 contacts, and unlimited emails per month. The Complete package also includes Infusionsoft's four core feature sets (CRM, e-commerce, marketing automation, and sales automation) at no extra charge. SendinBlue and Zoho Campaigns both offer free plans for anyone who is unwilling to spend even a dime for marketing workflows. Both tools scale upward for added capacity and complexity, and each offers pay-as-you-go plans for companies just dipping their toes into email marketing and marketing automation.
If things go as planned, your email autoresponder series will build trust with your prospects. Your messages will make regular appearances in their inboxes. And, you’ll be sharing useful lessons and progressively gaining mindshare. If your content is well received, you’ll essentially be training the reader to open your emails, visit your website, and ideally, do business with you.
The IMfSP page is like the Matrix Autoresponder Study Guide for anybody willing to deconstruct it. The name of the autoresponder, the title of the page, super-relevant page graphic, 2nd person “you” point of view, clear call to action—repeated, social proof call-outs, bullet points using the rule-of-three, what-to-expect-next clarifications, clearly defined autoresponder frequency, etc.
Talk of the South is also a source of revenue for Garden & Gun. As you can see in the screenshot above, the newsletter features advertising, just as the print and online editions of the magazine do. However, the ads aren’t intrusive and are highly targeted and relevant to Garden & Gun’s readership. I’d be very interested to see the CTR data of these ads, as I suspect it would be high in comparison to traditional website banners.
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.
HubSpot heavily relies on list building to help you manage your workflows. The tool lets you shrink (or grow) your lists in the same way you would narrow down products on Amazon or eBay, a feature which is incredibly straightforward and fast. When you add a URL to a contact record, HubSpot will automatically pull in demographic information, such as the contact's company location and number of employees. You can email a contact directly from the Contact Record, and you can make a Voice-over-IP (VoIP) call if you have turned on this paid feature of HubSpot Sales. This integration lets you log and save call information within each contact record so there is a transparent history of which marketers and sales professionals interacted with contacts. You can also schedule interactions with contacts. You won't find these features on the other platforms we reviewed.
My first thought was how easy Ontraport was to get started with compared to another marketing automation company I had just tried. Recurring payments were to set up. There was no initial training cost, and you could sign up as a customer directly from their website. On top of this, everything was split testable without needing a strange workaround.
However, the term “marketing automation” has become a buzz-word, where marketers seek out marketing automation software under the impression that all of the digital marketing tools necessary for growth, including those needed to generate new leads, roll up under the hood of marketing automation. This misconception leaves many marketers with sophisticated tools to automate the middle of their funnel, but no solution to generating new leads to nurture in the first place.
Adestra is a leading global provider of First-Person Marketing email and lifecycle marketing solutions for global and growing brands alike. The company's industry leading email marketing and automation platform provides marketers with a powerful infrastructure that helps them communicate more effectively with their customers and subscribers by providing hyper-relevant context. This proprietary technology also allows for automated email messaging and incorporates enterprise-class native functionality, which reduces implementations. Along with a superior platform to execute marketing automation, Adestra was founded on the principle that marketing success takes more than technology, which is why customer service is at the heart of our business. Adestra is more than software as a service. Adestra is Software AND a Service®.
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.

SXSW, Inc. – This lean organization organizes some of the most well-known events in the world, including the SXSW film, music and interactive festivals held every year in Austin, Texas. The goal of their marketing team is to increase ticket sales and attendees at these events, so they use email marketing to keep subscribers up to date as new artists and speakers join the lineup.
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