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?

This has resulted in the rise of omnichannel retail. That is to say, a complete, unified customer experience from start to finish. In order to find success in the current market, companies must meet their customers where they are — whether in-store, online, on social media, or wherever — and provide the same high quality experience every time. This is what separates the best marketing automation tools from the rest.
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.
Constant Contact is an email marketing software serving over 650,000 small businesses and startups. Known for its intuitive yet user-friendly features, this platform is packed with tools for emailing automation, social media management, and contact tracking. Constant Contact has two monthly payment packages: Email starting at $20 and Email Plus starting at $45. For your convenience, they offer a free 60-day trial.
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.

As far as I’m concerned, Hubspot doesn’t offer enough to justify its enterprise price tag. While Pardot isn’t much cheaper at this level, it does have the added benefit of integrating directly into Salesforce and Marketing Cloud – while I’ve never been a fan of these tools myself, they do tend to be popular in larger businesses, giving Pardot an edge here.

Auto-responders are an excellent offer or follow-up when someone gives up their email address. A short, topical sequence of 3-6 emails that deliver value to the reader are particularly effective. Linking back to your website or blog for ‘read-more’ achieves good tracking opportunities too. There are many email systems that will support and deliver this. The challenge is to identify the trigger event, and create engaging messages. Great discussion. Good luck.
Automation also provides opportunities for personalization. Each interaction with an email or your website can trigger a follow-up based on those activities. What’s more personalized than a user experience specifically tailored to an individual’s interests? It will make your subscribers feel like you’re completely attuned to their needs and that you care about what’s important to them.

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.
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 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.


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.
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.
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.
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.
One of the main influences that the internet has had on modern society is the immediacy of information. If someone needs to remember a particular fact, or directions to somewhere new, all they have to do is perform a quick search on their phone and they have an answer in seconds. If there is something that they need at home, they can go online and see a list of products arranged based on their personal history and preferences. In every area of life, people are looking for this same combination of immediacy and personalization.

Zaius is a CRM & Marketing Automation platform built for ecommerce brands. By combining a single customer view, real-time, multi-channel marketing automation, and cross-channel attribution, Zaius empowers marketing teams to drive more repeat purchases and maximize customer lifetime revenue - without any IT support. It’s the first CRM built specifically for B2C marketers.

Ask a stimulating question. Ask your subscribers a question and invite them to reply to your email to answer. You could ask what they’re struggling with (related to your topic), how they found your site, or what challenges they’re facing right now. This information is also marketing gold for you — it gives you ideas for more autoresponders, blog posts, podcast episodes, and other content.

Furthermore, personalization features can improve the customer experience. And last but not least, professional marketing automation software and processes, involve offline and/or online interactions with customers whereby triggers and scenarios are included to direct prospects and customers to personal contact moments (e.g. being called by a customer service rep). Just like any other digital business and digital marketing process or software, the success of marketing automation implementations is not (just) a matter of technology or automation.
The input from interactions with customers is more important than ever. We need to move from being responsive to pro-sponsive, another key evolution we’ll see in the marketing automation space and even in marketing campaigns. We also need to move to a model whereby the overall customer lifecycle is taken into account. The boundaries of the organization are blurring and so is the definition of the customer, even if we have to prioritize and remember those essentials.
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.
Marketo, an Adobe company, offers the leading Engagement Platform that empowers marketers to build brand value, grow revenue, and prove impact. Consistently recognized as the industry’s innovation pioneer, Marketo is the trusted platform for thousands of CMOs thanks to its scalability, reliability, and openness. To learn more about the Marketo Engagement Platform, LaunchPoint® partner ecosystem, and the vast community that is the Marketing Nation®, visit www.marketo.com.

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.
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?
Presentation is everything, or so they say. With this old adage in mind, we’ve compiled our best tips for anyone who wants to send emails that subscribers click into a handy email design guide. We cover each facet of design: content, templates, identity, color, images, layout, fonts, and calls to action. Design is as much science as it is art, and we take the guesswork out of what can seem like the most challenging part of sending good emails.
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