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.
There are a number of reasons a person may not have acted after the first email. Perhaps they still weren’t convinced to make the purchase. Or maybe they didn’t even open the email at all. People get busy. It could be that they just needed one extra nudge. Hopefully, those regretting not taking advantage of the sale yesterday are inspired to do so today.
Marketing automation is a very active segment of the CRM software market. Not only are new vendors entering the market, but existing market leaders are constantly innovating and delivering new product updates. Today, the majority of solutions can be split into business to business (B2B) and business to consumer (B2C) solutions. The two groupings are very different and so are their functional needs.
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.
With ActiveCampaign, you’ll be able to create powerful automated marketing and sales processes. These intelligent processes “listen” and “learn” about the needs and interests of individual contacts. Then you can send more relevant, personalized messages at the moment they’ll have the most impact. You’ll have more customers, happier customers, and more loyal customers. MARKETING AUTOMATION: Our automation workflow builder is praised by G2Crowd users as the perfect balance of power and ease-of-use. With our drag-and-drop builder, you can easily create sophisticated follow up sequences that treat your contacts differently on the basis of who they are and what they’re interested in. This “intelligence-driven” follow up has proven to be more effective, and will keep your customer engagement high because you’re sending the most relevant, personalized messaging possible. SALES AUTOMATION: With an intuitive sales automation CRM tightly integrated with your marketing automation, you’ll be able to seamlessly transition leads back and forth between your marketing and sales processes without losing any data or missing a beat. Having your sales CRM and marketing automation under the same roof means that your sales process can benefit from the same automation features marketers use to send perfectly-timed messages. EMAIL MARKETING: We’ve been perfecting our email marketing solution since 2003. Today it is one of the most mature and fully-developed email marketing services on the market. Our professionally designed templates are fully mobile responsive and we offer time-saving tools like content blocks you can save and reuse across campaigns, message variables that allow you to update content once across all your campaigns, and conditional content, which allows you to change the content of an email based on who a contact is and what they’ve done. CROSS-CHANNEL MESSAGING FOR THE ENTIRE CUSTOMER LIFECYCLE: With ActiveCampaign, you’ll be able to deliver the perfect message at the perfect time because you’ll collect more insight about the customer at each stage of the buying process. With Attribution, you’ll know the source of a visitor and what marketing and advertising they’ve interacted with. With Goals, you’ll be able to define important events and then pivot in response to conversions. With Site Messaging, SMS, and email marketing, you’ll be able to reach your contacts exactly where they are — whether they’re out and about on their mobile, browsing your website, or going through their inbox. We offer a free, no-credit-card-needed, 14-day trial so you can experience ActiveCampaign first hand.
Be sure to look at the tech support offered by each of these companies, as we felt many weren't as available as we would have liked. You'll find that some offer 24/7 phone support, live chat, and email help, while others leave you to rely on online documentation and limited live support hours. The best services offer a combination of self-serve help resources—where you can search FAQs and articles to find your own answers—as well as live support via chat or phone when you can't solve an issue yourself. We cover all of these concerns in our reviews, plus you can get an overview in the feature chart above.
Don’t expect marketing automation software to craft dazzling copy and eye-catching visuals to bring those campaigns to life for you: Human creativity and a little elbow grease still carry the day. What you should expect from a good set of automation marketing tools is the ability to manage individual campaigns, cross-channel campaigns, and personalized 1-to-1 customer journeys based on those campaigns.

would it be possible to add a feature where you can connect the auto-responder to a filter? E.g. if the filter detects a msg from my mother in law, it will always respond i am on vacation or otherwise unreachable. but if msg comes it from my collegues, i could respond with a different msg (like if you really really need to reach me call this number)

Infusionsoft is a web-based marketing automation platform trusted by freelancers and small businesses worldwide. Serving 23,000 users in different countries, it provides a wide variety of options for marketing automation, CRM, and sales. Whether you need to process payments, track orders, publish content, or handle your referral program, it can do it all. The onboarding cost for Infusionsoft is $299. From there, they offer pricing plans according to the features you need and the number of people who will be using the software.

So, despite spending most of their time actually making their products, tending to their herd of goats, and somehow managing to run an eight-child household (seriously, bravo), Jim and PJ also manage to operate highly successful email marketing campaigns that offer their customers genuine value while keeping things simple – all without a formal marketing department in sight.


Lead Liaison is a cloud-based sales and marketing automation solution that helps businesses accelerate sales by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales support with solutions such as a hot-lead dashboard, Buy Signals and a live ticker alert of businesses on the customer’s website. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for small to mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison offers clients the highest value per dollar of any industry provider. Additionally, Lead Liaison provides content creation services leveraged for communication vehicles such as press releases, blog posts, emails, and posts on social media platforms. Founded in 2013, Lead Liaison is headquartered in Allen, Texas, near Dallas, and employs 19 people. For more information, visit www.leadliaison.com or call 1-800-89-LEADS (895-3237).
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.

So, despite spending most of their time actually making their products, tending to their herd of goats, and somehow managing to run an eight-child household (seriously, bravo), Jim and PJ also manage to operate highly successful email marketing campaigns that offer their customers genuine value while keeping things simple – all without a formal marketing department in sight.
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.
We envision a future where online retailers truly understand their customers, resulting in the growth of their businesses’ profitably. Exponea Experience Cloud is our way of bringing this vision to life. Exponea’s very essence is an intelligent union of customer data management and analytics, while cracking the true Single Customer View. Through this, we have enabled marketers to understand their customers and immediately turn such insights into actionable campaigns, all within a single integrated solution. Built on top of cutting edge technology, Exponea empowers marketers to deliver truly personalized, in the moment experiences to their customers at scale through deeply embedded AI-powered capabilities, removing obstacles and leveraging intent to purchase both on your online store or outside of it. True to our vision, we work closely with our clients and mentor them all along the short path to success. We enable the fast transfer of know-how which often results in a change of mindset and is a catalyst for a rapid, profitable growth of emerging e-commerce leaders around the world.
There are plenty of benefits to be had when you utilize marketing programs; you can improve message targeting, get better leads, and increase conversion. A study by HigherLogic found that most businesses use marketing automation mainly to leverage the technology with their primary business goals. These basic goals include enhancing their overall business efficiency, advance event turnouts, and increase membership. 
How do you minimize unsubscribe requests and spam complaints for your auto-responder program? The best way to minimize the risk of unsubscribe requests, spam complaints and non-opened emails with your auto responder program is the same way to minimize those risks with all email marketing. Provide useful, engaging content and good offers that your subscribers will care about. You can also use the best practices for managing unsubscribe requests, opt outs and spam complaints that we'll discuss later in this book and which include: prominent and easy-to-find placement of the unsubscribe link, proper opt-out and opt-in messages and asking users to "white list" you in your initial email.
As you can see from the example above, emails following the model contain a succinct headline that highlights the key message of the campaign, as well as supporting information and visuals to help convince readers about the benefits of clicking-through. The reader is then presented with a prominent call to action button that makes it crystal clear what to do next.
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.

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.
The goal of the platform is to spark new relationships and rekindle old ones — Autopilot has found that two times as many leads are generated by businesses that maintain contact every two to four weeks. By capturing data from a small business’s website or app, the platform can integrate with other systems to fuel personalization and segment customers. It then monitors the performance of each journey and delivers insights into how messages are converting so entrepreneurs can adjust instantly.

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:)


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?


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.
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. 

Well, charity: water took an alternate route. Once someone donates to a charity: water project, her money takes a long journey. Most charities don't tell you about that journey at all -- charity: water uses automated emails to show donors how their money is making an impact over time. With the project timeline and accompanying table, you don't even really need to read the email -- you know immediately where you are in the whole process so you can move onto other things in your inbox.
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