Social media capabilities – Some marketing automation tools integrate with Facebook and Twitter, enabling you to control social advertising or build social apps from within the service. Some also offer social media monitoring, to pull comments made on social media platforms into your CRM. These features are usually nice-to-haves, but it might be worth considering whether or not they would be useful for you or not.
Frequency matters, and how often you send emails can have a significant impact on your revenue and email engagement (and unsubscribe) rates. Send too much and subscribers can suffer email fatigue causing them to disengage and unsubscribe. Send too few and you lose the attention of your audience. They may even forget why they signed up leading them to unsubscribe.
Through Leadformly (a lead gen tool we own) we work with a lot of Salesforce/MC users looking to integrate our lead forms into their CRM/automation environment, and the complexity is much greater compared to more intuitively-designed tools such as ActiveCampaign, Hubspot etc. However, having all of the data in the Salesforce environment does have a reporting/tracking advantage – but nothing that can’t be achieved using other tools connected via tools like Zapier.
Ideally, email marketing should go hand-in-hand with social media. Adding social media "Like" or "Share" buttons to your marketing emails gives an additional way for customers to connect with your brand. Snippets of positive reviews from social media fans can be included in emails, and conversely, social media postings can be used to encourage fans to subscribe to your email newsletters.
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).
Let’s face it – most email newsletters are crap. Far too many companies see email newsletters as another way to push sales, even though many people who sign up for a newsletter are not looking to actively make a purchase. This can result in low sign-up volumes, high rates of subscriber abandonment, and “newsletters” that are light on news and heavy on pushy sales tactics.
Marketing automation has shifted away from the pure automation aspect to an integrated marketing approach whereby automated workflows, pre-defined scenarios and various customer-driven triggers are set up in a connected and omnichannel way. A single customer view is essential as is a connected approach, also regarding other systems (CRM, content management, content marketing, social media tools,…), that often however start getting integrated in the offerings of some vendors.
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:)
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.
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.
It’s time to integrate, connect the dots and – please – drop the ‘this channel trumps that channel’ approach. It’s time to look at the customer reality and business goals instead of at research and opinions to polarize discussions. Marketing is connected and so are customers and their journeys. Deal with it. They’re not just connected with others (and, wake-up call, always have been), they’re also connected with our businesses across several touchpoints, far beyond the reach of the single campaign.
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 success of a marketing automation implementation does not – primarily – depend on the selected marketing automation software either and – again – certainly is not about just “automating”. If the automated workflows, interactions, offers, content, analytics, etc. don’t take the human and targeted/personalized/personal dimension into account marketing automation implementations lack important success factors.

A common example of permission marketing is a newsletter sent to an advertising firm's customers. Such newsletters inform customers of upcoming events or promotions, or new products.[12] In this type of advertising, a company that wants to send a newsletter to their customers may ask them at the point of purchase if they would like to receive the newsletter.

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.
Great article here. Pls. I’m a little bit confused. All I just need is a vendor that has a Landing page feature, allows for autoresponder, allows for promotion of genuine mlm and affiliate business, and cost effective for beginner. I tried Mailchimp but got suspended just within two weeks with them, and the customer care pretty bad and arrogant. Please advice

This has resulted in a surge of new retail technology and the emergence of a booming new industry. With developers touting the latest hot new tech solution from every direction, the market is filled to the brim with sales, customer relationship, and marketing automation tools. The question now is: which of these tools are truly the best? Which of the many offerings will not only make jobs easier, but actually encourage a business to grow, making that all-important boost to the bottom line?

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.
In case of doubt: the customer is expected to be more in control than today. Gartner, for instance, predicted that by 2020, customers will manage 85% of the relationship with a company without even talking to a human. Whether this will happen or not: fact is that the marketing industry and marketing automation continue to evolve and move towards an even more people-centric model, responding to digital signals and customer interactions, rather than heralding a campaign approach. We’ve been moving to a more buyer-driven buying reality for years now and it’s a channel-agnostic phenomenon.
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. 

Both HubSpot and Pardot offer a vast array of functionality that should suit your business regardless of how intricate your marketing strategy might be. We found HubSpot to be better equipped for small businesses that are steadily growing their marketing activity, whereas Pardot is ideal for large enterprises with complicated marketing plans already in place. In total, we tested 10 marketing automation tools, each of which offer some unique features that make them stand out from the field.
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).
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.

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.
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.
Why not resurrect old posts? You can bet your readers, especially new subscribers, haven’t read everything you’ve published. Consider scouring your blog for posts that remain valuable. You might batch together several that cover a single category to make it easy to create a topical and thematic series. Or, you might have written a series of posts in the past that could be ideal for an autoresponder series.
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.
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.
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:)

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.
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.
Thanks Donna – I agree. There’s so much scope for integration with marketing automation software that it would literally take a team of thousands to build all of the plugins and functionality in a short time frame. Ontraport / Infusionsoft are very similar to Salesforce in a way, by using the developer community to build the functionality around their product (which adds value to both Ontraport and their products & services).
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.
A Solution Dynamics product, Bremy offers internet-based, multi-channel publishing products and services. Offered via a variety of modules focused on different facets of digital publishing and marketing, such as email newsletters, video proofing, and database publishing, Bremy enables modern enterprises to configure a customized solution for boosting marketing efficiency.
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.
Like any marketing strategy, building an email marketing campaign strategy relies on knowing your audience. That means checking out analytics and social media analytics for demographic information. Once you know who your subscribers are, it’s easy to come up with a lead magnet such as an ebook that will encourage them to subscribe. That also makes it easier to decide on the right content for your email. If you can, give subscribers options about how often they hear from you.

4. Make Links Clear and Visible & Use Text Links: Make sure that all links to your product purchasing pages are clear and visible. When possible, default to blue, underlined links for easy user recognition. Though in web design it is often unadvisable to use the words "click here" in a link, in email design it typically is more effective to use the words "click here." Make sure that your links are text links and not image-based links as images may not appear in all emails.

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.

Why does email list segmentation matter? We know that beyond relevancy, list segmentation is important from a revenue perspective. Data from the DMA indicates that segmented and targeted emails generate 58% of all email revenue. On top of this, our research found that marketers who used segmented campaigns noted as much as a 76% increase in revenue–and more than 76% of marketers say basic segmentation is part of their email marketing strategy.
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