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.
Established Enterprise software providers at the big end of town including IBM, Oracle, Salesforce, Adobe and Teradata started building their own platforms. But to accelerate their evolution they started acquiring technology start-ups that added features and market share.  Salesforce bought Exact Target, IBM purchased SilverPop and Oracle bought Eloqua.

Similar to standard email marketing software vendors, marketing automation software vendors have created workflow templates that help guide you through the automation process. This way, you don't have to build new sequences from scratch. These templates usually start with a basic interaction, such as a "Welcome" or a "Thank you for making a purchase" message. Once a contact receives the initial email, he or she is guided through a sequence based on his or her actions. For example, if John receives a welcome message and he clicks a link to an offer, then that action automatically pulls him onto a distinct email marketing journey. Conversely, if Sally deletes her welcome message, then she may automatically be pulled off the workflow to conserve your email output.

LeadSquared looks interesting – although I can’t quite figure out what differentiates it from other small business marketing automation software. Out of interest, what separates B2C vs. B2B marketing automation from a software vendor’s point of view? I.e. what’s different about the software that gears it towards B2C companies opposed to if you were targeting B2B clients?


High performing marketing teams are 3.3 times more likely than underperformers to use CRM tools extensively, and 34.4 times more likely to say that they are excellent at creating personalized omnichannel customer experiences across all business units. The evidence is clear. If a business hopes to excel in marketing, its focus must be on facilitating customer journeys, and finding the tools with which to do so. Salesforce is a good place to start. Using Salesforce, you can create these kinds of 1-to-1 journeys, and connect to customers in a whole new way. Check out the tools that you can add to your arsenal today.
The HubSpot dashboard enables teams to immediately sort the contracts won (or not) and maintain a clear view of their performance toward their goals. HubSpot’s CRM automatically tracks customer touchpoints across different channels and keeps a timeline of all calls, emails, and meetings involving specific customers. The platform also helps create personalized paths to purchase and compile data showcasing how every marketing campaign contributed to sales.
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.
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.
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.
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.
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.
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.
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?
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.


Fixel is designed to enhance one’s marketing efforts by segmenting and identifying website visitors that will likely turn into paying customers. The software automatically segments website visitors based on their level of engagement and interaction, allowing you to target high-value candidates through marketing campaigns, remarketing, and other efforts to bolster your sales and conversions. Its advanced learning engine is capable of discovering and separating audiences based on multiple parameters and over 60 engagement signals. The platform constantly updates its segmentation engine based on detected advanced segments arising from multiple engagement signals, thus negating the need to create and test manual segments.
Though it's not the easiest marketing initiative to execute on, marketing automation is certainly not impossible. Imagine you're trying to grow a plant. First you need fertile soil ripe for the growth of your plant. Next you need seeds themselves to care for, and last you need water and light in order to nurture those seeds into a lush, blooming plant.  It's not foolproof, but it's not impossible. In our story, effective marketing automation looks just like nurturing this plant does. At the end of the day, we hope we've nurtured our leads (the seedlings) well enough to produce actual paying customers (a lush, full-grown plant.)
When your marketing is automated, it’s easy to capture tons of data. Let your marketing automation platform take the next step and crunch the numbers for you, yielding insights and alerts to help you tweak active campaigns and more effectively plan new ones. If your marketing and CRM are integrated, it’s also a snap to tie ROI directly back to campaigns and other marketing activities using closed-loop reporting.

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.


3. Sending limits – My biggest pet peeve with SendinBlue is the limits they impose on how many emails you can send. Unlike most marketing automation tools that limit the number of contacts you have, SendinBlue limits the number of emails you can send. While it appears to be a monthly limit, it’s actually a daily limit (the monthly limit is divided by 30). This has caused us several issues when going over our quota has meant emails end up being put on hold until the next day.

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?


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.

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.
Email marketing is a simple and proven strategy to promote your business. It attracts new customers and helps maintain close relationships with loyal customers. There's a long list of email marketing services available today and most operate at relatively low prices, with packages to fit every business size and need. It's just a matter of determining which features and tools you need and how much you're willing to spend.
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.
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?
Optimizing the experiences of people and moving from automation on the interaction level to a personalized and pro-sponsive optimization on the individual touchpoint level is, according to me, the main challenge in marketing automation for the future, as well as the integration of business processes and the business as such within its’ ecosystem beyond marketing.
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.
If you’re managing a list in the hundreds, thousands or low tens of thousands and you only collect leads through the internet, then there’s no better service than Aweber. Aweber doesn’t really allow you to add leads from offline sources. However, for online lists, Aweber sports the best deliverability ratings on the market. If you’re primarily using online opt-in forms, use Aweber. Your emails will get delivered, opened and clicked on.
The first thing to do, of course, is consider whether you want to include auto responders in your marketing mix. You'll need to be sure to find an email marketing provider that supports auto-responder functionality (not all of them do, though Comm100 does support auto-responder functionality). Then, when considering developing an auto responder program, you'll want to consider all of the following points:

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.
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.

The HubSpot dashboard enables teams to immediately sort the contracts won (or not) and maintain a clear view of their performance toward their goals. HubSpot’s CRM automatically tracks customer touchpoints across different channels and keeps a timeline of all calls, emails, and meetings involving specific customers. The platform also helps create personalized paths to purchase and compile data showcasing how every marketing campaign contributed to sales.


Perhaps it should go without saying, but usability is also a very important factor in choosing a marketing automation platform. It should be intuitive enough that it does not require days or weeks to get the hang of, and require little or no advanced knowledge. Furthermore it is important to check user interface on every screen size, to make sure that it is easy to use across all mobile devices and platforms.
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?
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.
A lead magnet (a.k.a. an optin bribe) is something amazing that you give away for free in exchange for an email address. This doesn’t have to cost you anything to create; most lead magnets are digital materials like PDFs, MP3 audio files, or videos that you can create yourself at minimal or no cost. It can be absolutely anything you want, so long as it provides value to your visitors for free.
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