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.
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:)

AI powered Business Growth Platform that offers a unique and in-depth integration with Salesforce, SugarCRM and SuiteCRM. INBOX25 unleashes and connects every digital engagement channel to build a truly data-driven marketing and sales program. The platform enables the deployment of a wide range of digital tools to Attract, Capture, Nurture & Analyze a firm's marketing database throughout the entire lifecycle; from prospect to brand loyalist. Delivering personalized customer experiences through complex and robust automated journeys has never been easier.
Userfox is another new player in the marketing automation space, and they were actually just acquired by AdRoll. We’re hoping the combined power of the AdRoll and userfox teams means exciting things for the future of their product. And we know the userfox team has some amazing talent, because one of their co-founders previously worked with us here at Woopra.
Delivra is an email marketing software platform that has helped organizations execute effective marketing campaigns for more than 15 years. Known for its industry expertise and unrivaled customer service, Delivra helps businesses engage in meaningful conversations with customers that produce tangible results. Delivra empowers organizations to achieve business goals through a suite of professional services, including strategic campaign consulting, email design, content strategy and more. Delivra has implemented dynamic marketing solutions for more than 1000 companies representing varying industries. Delivra makes it easy to build and send impactful email marketing campaigns, offering an easy-to-use drag and drop editor to customize content. The software’s marketing automation capabilities also allow users to strategically plot out an entire email series, determining which mailings are sent based on a variety of subscriber actions, inactions or time. For companies with an e-commerce component, Delivra’s Commerce Package enables email marketing tactics specific to customer re-engagement, cart recovery, automation, and customer retention. Online merchants get all the powerful features of the Delivra platform in addition to custom integrations designed for e-commerce. Delivra works with a wide variety of CRM’s, e-commerce platforms, and web analytics tools so all marketing data is available in one place. The software either plugs right into the technology a company is already using, or Delivra builds out a custom integration to ensure that it does.
If rounds of split testing, segmentation, and resends still result in low engagement scores for some of your subscribers then don’t be afraid to clean your list. Review subscriber data regularly to monitor activity and engagement ratings. Remove or further segment those who aren’t engaging in order to improve the overall open rates of your primary subscriber segments.
When a subscriber is sorted into a segment, it can trigger an automation to send to them. Each person’s interactions with your email campaigns or your website can trigger a sequence of follow-up emails based on their interests, allowing you to hone your message to your targeted audience. For example, if someone visits your pricing page, you know they’re probably further down your sales funnel and will want to follow-up appropriately. Or if they went to a specific product page or clicked on a link for that product, you can send additional information about the product, testimonials and more.
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).
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.
Most marketing automation software is sold as a platform — an integrated suite of tools with a feature set. The automation tools, and the specific capabilities of each tool, of course vary from platform to platform. That said, you can expect most marketing automation platforms to have tools and features to assist or automate the management of the following:

Superior Lead Management. Reach customers at the right time by using their lead management tool. Using Pardot, you can send emails based on triggers such as time, interactions, and other custom parameters. You may also re-engage dormant leads, identify the hottest leads before your competitors get to them, and create dynamic lead category lists for better targeting.
Sales is all about speed. How long does it take you to respond to a customer? Was your conversation efficient while still being educational? Most importantly, did you get there before the other guy? Choosing a CRM to match the lighting speed of your sales team can bog you down in lots of calls and meetings. So we did the research for you to find the top 20 most user-friendly CRM software products. Stop shopping and start selling!
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.
These are just some of the amazing features you'll find when using marketing automation software. As a result, it's important for you to determine your most needed features before making a purchase decision. None of the tools we tested are bad. In fact, each of them will provide you with more power than your standard email marketing platform will. However, some are better than others, some are more expensive, and some do a better job letting you customize your workflows to suit your specific needs.
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.
Every week, the folks at InVision send a roundup of their best blog content, their favorite design links from the week, and a new opportunity to win a free t-shirt. (Seriously. They give away a new design every week.) They also sometimes have fun survey questions where they crowdsource for their blog. This week's, for example, asked subscribers what they would do if the internet didn't exist.
If rounds of split testing, segmentation, and resends still result in low engagement scores for some of your subscribers then don’t be afraid to clean your list. Review subscriber data regularly to monitor activity and engagement ratings. Remove or further segment those who aren’t engaging in order to improve the overall open rates of your primary subscriber segments.
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.

Has a focus on moving leads from the top of the marketing funnel through to becoming sales-ready leads at the bottom of the funnel. Prospects are scored, based on their activities, and receive targeted content and messaging, thus nurturing them from first interest through to sale. Commonly used in business-to-business (B2B), business-to-government (B2G), or longer sales cycle business-to-consumer (B2C) sales cycles, Marketing Automation involves multiple areas of marketing and is really the marriage of email marketing technology coupled with a structured sales process.
Superior Lead Management. Reach customers at the right time by using their lead management tool. Using Pardot, you can send emails based on triggers such as time, interactions, and other custom parameters. You may also re-engage dormant leads, identify the hottest leads before your competitors get to them, and create dynamic lead category lists for better targeting.
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 multichannel view offered by ActiveCampaign gets glimpses of a small business’s website while looking at users’ email and mobile devices. Its campaign builder helps entrepreneurs design marketing collateral, and the platform consolidates customer data so these insights can impact the email, SMS, and CRM options ActiveCampaign offers. This data also allows business owners to create segments.

MailChimp is another popular email marketing service in the industry. It allows you to create and send email newsletters to your customers, manage subscriber lists, track campaign performance and much more. It also offers responsive email templates that look great on mobile devices and different screens. MailChimp automatically takes care of your sign-ups, un-subscribes, and bounce-back cleaning.
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.
If you have written a custom script using our contact_add() or contact_edit() API functions, and you find that your new contacts are not receiving instant auto responders, a common problem is that the API function’s variables are not set correctly. Double-check your script, and make sure that the “instantresponders” variable is set to 1 (NOTE: This would not work with Free plans). Also, make sure that the “noresponders” variable is not set, or is set to 0.
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.
I recently had my MailChimp account suspended. One of my sites is in the ‘make money online’ space. It’s a completely legitimate website, but apparently if your emails contain keywords they don’t like, they will suspend you. I would not recommend using them. Contacting support I just get form responses that are completely unhelpful. There’s no phone support- just account termination. Really bad experience. Luckily, this is a very new site- but imagine if you have thousands of emails and they just shut you down without ANY recourse.
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.
A while back, we were looking for a marketing automation tool ourselves. We researched, we talked to analysts, and we had deep dives with company reps. Since then, we’ve become very involved in the industry thanks to the complementary nature of analytics and marketing automation. We’ve even formed partnerships with several companies. Now finally, we present our top picks for marketing automation tools (in no particular order).

Propsect.io does one very specific part of marketing automation (finding cold leads and engaging them to become warm), but it does it very well. One particularly good feature about Prospect.io that’s not easy to find elsewhere is that the automation emails can be triggered directly from your mail server (e.g. G Suite or Microsoft Exchange) so your emails appear identical to if you had sent them manually.

It is not an easy task as there are several things that must be considered. Your choice of marketing automation tool will depend on the size and spread of your brand. While some platforms do a great job with emails, others excel in social media management and analytics. You will also have to take into account user-friendliness and the simplicity of the interface while handling the seemingly complex software.
Advanced personalization, testing, segmentation and optimization features whereby insights from among others CRM and interactions across several channels, enable a more personal and more optimized customer experience and better marketing results. Potential features include A/B testing, Multi Variate Testing (MVT), dynamic content personalization, dynamic landing pages, etc.
HubSpot is a leading growth platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 52,000 total customers in more than 100 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to Grow Better. HubSpot Marketing Hub has everything you need to run successful inbound marketing campaigns that make people interested in your business and happy to be your customer.
When designed well, marketing automation solutions make your job easier. They perform the difficult, tiresome work that is a natural part of running a marketing campaign while drawing from various data sources. The software compiles information, such as the number of opened emails, abandoned e-commerce carts, and data from web forms, to help inform your marketing decisions. When you maximize the features that these solutions offer, they can truly improve your company's bottom line.
Constant Contact is for the small business owner who wants to quickly get started with organized email marketing and doesn’t anticipate needing any advanced functionality down the line. The tool is a great choice for you if you fit this description, but if you plan to expand your marketing automation efforts in the near future, this isn’t the tool for you.
Software as a Service (SaaS). In the MA market, SaaS is less of a trend than it is the dominant model for deploying software. Buyers will find that the majority of solutions—with the exception of some high-end B2C solutions—are delivered through the online marketing software model where the system is hosted by the software vendor and accessed over the Internet by user. A benefit of Web-based email marketing software is increased accessibility. They can be accessed on multiple devices and from any operating system, whether you're a Mac or PC. Interested in learning more about email marketing software? Check out our catalogue and buyers' guide specific to this category here.
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.
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.

Just one subscriber and something to say, that’s it! Don’t wait to have a “large list”. Email Marketing has no limits in size, BIG or small. When it comes to using a tool like Benchmark, the last thing you want is to have to learn something new. That’s why Benchmark Email was created with familiar tools in mind. Here is how and what you will need to get started


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)

SharpSpring is an all-in-one marketing platform for small and medium-sized businesses. Providing you with features such as custom deal stages, point-and-click editors, call tracking, email analytics, and lead management automation, this software solution can smoothly combine your marketing and sales operations. To purchase SharpSpring, get in touch with the vendor to request a quote.

Loved reading this! Which of these would you recommend so that I could set myself reminders on certain clients so that I can follow up with them in the future? I feel like I am doing a lot of extra steps that I might not have to do if I was using an actual marketing software. I am in the very beginning stages of getting my business out there and I would like to follow up with potential clients down the road with an email… is this a possibility or should I just keep using my excel spreadsheet!?


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.
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