Infusionsoft is the only drag-and-drop tool we tested, which is a nifty feature for marketers who may wish to work on touchscreens or don't have time to deal with lengthy drop-down menus. It also provides unique tag removal that automatically pulls contacts from campaigns if they perform a certain action. For example, if contacts don't open three emails in a row, then you can set the tool to remove all such contacts from the workflow. This way, you're not sending messages into a vacuum. The tool also gives you the most useful real-time alert dashboard of any that we tested in this class. It lets you see every contact interaction with anyone in your database. So, if you sent an email to someone a week ago but they just opened it this second, then you'll see their name pop up at the top of your dashboard. From this tab, you can send a follow-up email or adjust the contact's standing within the specific workflow.


This article is informative, but it does not offer distinguishing features between the services covered (other than mailchimp is free). You seemed to go to great lengths to say good things about each – although I’m sure each services has positive aspects. I would have benefited much more from a rating of some sort of the various features of each service, or at least the pros & cons of each.
SharpSpring is a comprehensive marketing automation platform with robust features, functionality and performance. SharpSpring is one of the most flexible platforms on the market, offering powerful, behavior-based email marketing, native or 3rd party CRM integration, dynamic forms, landing page and blog builders, social media management, universal CMS compatibility, and integration with hundreds of applications. SharpSpring is usually less than 1/3 the cost of the competition, is the easiest company to work with and the easiest platform to use. Marketing agencies should inquire about SharpSpring's special partner program.
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.

Without a solid content marketing strategy to engage prospects across different touchpoints and stages of their buyer’s journey, marketing automation fails. Creating enough content at a reasonable cost is one of the top challenges to marketing automation, according to many marketers. Others include data quality and integration, poor marketing processes, lack of skilled staff and organizational culture. If you don’t build your marketing automation processes around the customer, just as you would do in content marketing, marketing automation is doomed to fail and it becomes even harder to close the loop between marketing, sales and customer value. Vendors have a responsibility as do marketing automation users and agencies. Change management is a must and it’s a well-known fact many organizations buy expensive marketing automation solutions while only using a limited percentage of available features and not even in the best way possible. No marketing automation without a realistic approach, a customer-centric strategy (based on touchpoints, journeys, etc.) and certainly not without a content marketing strategy.
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.
In order to reach customers with these all-important 1-to-1 journeys, a new generation of marketing automation tools has emerged. These tools take advantage of cloud capabilities in order to provide marketing teams with the ability to get to know their customers better, manage campaigns, and collaborate more seamlessly with other departments such as sales, service, IT, and more.

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.
Unlimited Lead Scoring. Are you looking for a software that can easily adapt to the needs of your growing business? ActiveCampaign supports an unlimited number of lead scores, so you can easily accommodate all your leads without having to upgrade the program. On top of that, the system lets you organize your leads according to your priorities or even automatically distribute them to your sales team.
The attention for and growth of the marketing automation market is driven by several evolutions in the ways people inform themselves and buy. The shift from selling to buying, along with the advent of several new digital channels, used by consumers and B2B buyers, keeps impacting the marketing automation industry and the adoption of marketing automation by organizations. However, the best is yet to come.

iContact Pro provides marketing automation software and services for marketing teams to drive quantifiable results. The iContact Pro platform integrates email marketing, landing pages, social media management and robust analytics in a simple but comprehensive cloud-based solution that helps customers outsmart the competition and grow their business. ***ICONTACT PRO INCLUDES***: BUSINESS-CLASS EMAIL: Creating effective email campaigns is easy with 650+ professional templates and top class deliverability. SEGMENTATION AND TARGETING: Target your leads based on who they are and how they interact with you. LANDING PAGES: Create great looking, mobile responsive landing pages in minutes. Drive, track, and measure action on email, social, and your website. WORKFLOW AUTOMATION: Nurture customers with the right content, at the right time, by creating custom experiences using the most intuitive workflows in the industry. LEAD SCORING: Customize scoring criteria and the software automatically qualifies your leads so you can engage with confidence and increase your marketing efficiency. CAMPAIGN MANAGEMENT: Create, track, and measure your integrated marketing campaigns, from Tweets to email with powerful and easy-to-understand analytics. SALESFORCE INTEGRATION: Sync contacts and leads directly between your Salesforce.com and iContact Pro accounts, so you can quickly and effectively close your newly qualified and ready leads. SOCIAL CRM: Track and record every engagement with your prospects across email, social media, landing pages, news releases, and website visits. ***ICONTACT PRO BENEFITS*** DO MORE Nowadays, a marketer’s life is full of long hours, distractions, and beeping devices — it’s time for you to work smarter, not harder. iContact Pro was created to help companies engineer more calculated ways to send personalized communications to customers. No advanced degrees required. LIBERATE YOUR IDEAS Automation is not rocket science. But with most big enterprise solutions, getting started with marketing automation might feel a lot like planning a complicated rocket launch. iContact Pro was built to work fast for any size team, so when you say “yes” to marketing automation, you say “no” to complicated implementation. Simply login, pick an activity, and take off! TARGET YOUR MESSAGE Email marketing is at the heart of any results-driven strategy. iContact Pro is your virtual segmenting machine, helping you create individual CRM profiles to provide subscribers with the most relatable experiences for them — no matter how they engage with you. NURTURE RELATIONSHIPS Bringing in more leads doesn’t always mean more revenue; prospects demand a higher quality experience from you. iContact Pro helps you nurture relationships throughout the entire customer lifecycle in a way that feels personal, but is in fact highly automated. Reach out to the right people, at the right time, with the right message. ENGAGE YOUR NETWORK Get more mileage from existing content. Turn social fans into subscribers by including links to your own landing pages and invite people to download valuable content in exchange for their email address. Flexible, built-in tools allow you to schedule a calendar of social activity in advance or join in on trending conversations as they happen. CAPTURE MORE LEADS Everything you need is now easier to do. From designing professional landing pages and email templates, to setting up intuitive workflow triggers based on customer actions, our interactive tools make it easy to cross marketing tasks off your to-do list. MAKE DATA ACTIONABLE Great results come from consistently testing and drilling down into your performance data to make campaign tweaks on-the-fly. Engagement reports let you count up and compare the success of your social posts, landing pages, and emails. Ask us how you can integrate data from other tools with your dashboard for convenient, one-screen viewing. KEEP MOVING FORWARD We’re not doing our job if questions block your way to making things happen on your terms. We work hard to take the guesswork out of success. You can count on our experts and software to flatten learning curves along the way so you can just get up and get going.


With that said, we still use SendinBlue to this day and consider it to be a good, stable, and relatively simple marketing automation tool. Being a French company, SendinBlue was one of the first marketing automation companies to declare GDPR compliance, and their history in transactional email has meant that they’ve been able to offer many marketing automation features that are difficult to find elsewhere, such as SMS messaging and real-time deliverability reporting.

In-Depth Analytics. Evaluation is an important aspect of any marketing campaign, but the process of collecting and organizing data for the task can be overwhelming. This is why it’s important to choose marketing automation solutions that have built-in analytics tools. With these, you can get complete insights on your marketing campaigns effortlessly.
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.

In our email marketing software review roundup, we test the top email marketing tools available based on how easy it is to create emails, build subscriber lists, set auto-responders, and pull in other communication-based tools, such as social media management and web analytics software. To that end, we selected Campaigner and MailChimp as the best pure-play email marketing services. If you need a more complex tool that can build comprehensive workflows designed to automate the email marketing process, then we recommend HubSpot and Pardot, which are better served as marketing automation tools.
To help entrepreneurs determine how successful their efforts have been, the brand delivers weekly reports and customized engagement scoring; it also spotlights the outcome of A/B tests. Delivra’s Drag & Drop Editor and Image Editor can lend a helping hand to less-than-artistic entrepreneurs who need to design and package their messaging. And for small businesses wanting to tie their marketing efforts directly to their e-commerce stores, Delivra integrates with multiple systems to enable small businesses to segment shoppers and re-engage them.

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.
For Campaign Monitor customers, you can either manually upload an existing list (from an Excel file for instance) or you can connect your Campaign Monitor account to the tool where your customer data lives (such as your CRM, accounting, eCommerce tool, and hundreds of others) and automatically sync your customer information into your Campaign Monitor account.
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.
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.

We were really impressed by the ExactTarget demo at Dreamforce (the company was recently acquired by salesforce.com). One thing that stood out to us about ExactTarget is the system’s ability to target communications over multiple channels. Most marketing automation tools focus on email, but ExactTarget goes beyond that and lets you target mobile app notifications, or even messages to the dashboard of a customer’s car (if, for example, you were a car manufacturer).


From A/B testing of messages to SEO and social listening, automated campaign management handles the gathering and processing of marketing data, so you can focus on strategy. From qualifying leads and managing nurture campaigns, to analyzing ROI data across multiple channels, automated campaign management systems allow you to design, deploy, and monitor marketing activities without having to manually tend to every last step in the process.

All in one Sales Execution and Marketing Automation Platform. Map your entire business process in hours not months. Designed to help you sell faster. With LeadSquared’s Marketing Automation tool you can:  Push your leads down the conversion path by sending the right message at the right time using automation.  Run high-performing email marketing campaigns with dozens of ready-to-use email templates to choose from.  Follow every movement of your lead with website tracking and prioritize them based on lead score and lead quality.  Create responsive landing pages in no time with numerous templates to choose from.  Organize and segment your leads on various factors to run targeted email and drip campaigns.  Integrate seamlessly with apps you love. Key LeadSquared Solutions are: 1) Lead Nurturing: Make your leads travel faster down the sales tunnel by using: a) Autoresponders: Ensure that the leads are greeted with relevant emails and SMS’ as they arrive. b) Drip Marketing: Send your prospects exactly what they need and when they need it. c) Email Marketing: Build and send beautiful emails that perform great on all devices. d) Lead and Website Tracking: Track all your lead activities and nurture them based on their actions on your website. e) List Segmentation: Segment leads based on their profiles and interests to nurture them accordingly. f) Content Library: Store your nurturing emails as templates to reuse them easily. 2) Lead Management System: Map your entire lead management process from capture till conversion with LeadSquared’s feature rich and hassle-free lead management system which include: a) Lead Capture Automation: You can ensure that no leads slip through the cracks and seamlessly capture leads from all your sources. (PPC, Social Media, Website, phone and more.) b) Email Integration: Sync your email inbox with LeadSquared to capture all prospect conversations. c) Lead Qualification: Use lead quality and activity scoring to identify and chase the best leads first. d) Lead Distribution: Assign leads to relevant sales people automatically, based on any rules you set. e) Tasks and Reminders: Automatically set tasks for your sales people based on lead actions. f) Source Tracking: Identify the lead generation sources working best for you. 3) Sales Management: It includes everything you need to manage your inside and field sales teams. a) Sales Tracking: Track everything - your salespeople, their performance and revenue. b) Sales Alert: Notify salespeople whenever their leads take an important action. c) Sales Automation: Leave repetitive yet important tasks to sales automation. 4) Marketing Analytics: Use our analytics to run data-driven campaigns and get better at marketing every single day. a) Drip Analytics: Get performance reports for each step of your drip marketing campaigns. b) Email Analytics: Analyze and improve each aspect of your email marketing campaign. c) Landing page: Get conversion analytics for each landing page and web form. d) Lead Funnel: Find where the leads are at each step of your marketing funnel. e) List Engagement: Find how engaged a list is by looking at its engagement index.
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.

Oracle Eloqua, part of the Oracle Marketing Cloud, provides best-in-class lead management, campaign management, and sales tools that help marketers deliver the most connected and personalized experiences from first impression to customer advocacy. Eloqua's marketer-friendly platform enables organizations of any size to execute advanced marketing strategies, at scale, using the industry's richest dataset and adaptive technologies. Some of the top reasons customers choose Oracle Eloqua include: * Most Comprehensive Platform Built for B2B Marketers * Industry’s Richest Dataset * Marketer-friendly UI * Powerful Lead Management & Acceleration * Adaptive Campaign Management & Nurturing * Sophisticated Targeting & Segmentation * Broad 3rd Party Data Enrichment * Market-leading Extensibility & Integrations * Enterprise Scale Performance & Security

In addition to an organic integration with Salesforce, Pardot offers one of the cleanest user interfaces (UIs) and one of the largest variety of prebuilt templates on the market. But its best features are designed to improve your workflows once they've been created. For example, you can pretest the process of an automated program to see how it reacts. This is essentially a fire drill automation campaign to ensure your complex branching doesn't lead to a dead end or a duplicate email. Pardot also lets you schedule social media campaigns and post in real time to Facebook, LinkedIn, and Twitter simultaneously. If you really want to manage your marketing program from within one solution, then Pardot also offers a search marketing tool that plugs into Bing, Google, and Yahoo. You can check search engine rankings, monthly volumes, and ranking difficulties as well as run competitor analysis and monitor your paid search campaigns. No other tool we reviewed offers search marketing functionality.


Marketing Automation platforms allow marketers to automate and simplify client communication by managing complex omni-channel marketing strategies from a single tool. Marketing Automation assist greatly in areas like Lead Generation, Segmentation, Lead nurturing and lead scoring, Relationship marketing, Cross-sell and upsell, Retention, Marketing ROI measurement.
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.
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?
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.
Infusionsoft has found that its automation platform saves users about 28 hours per month when it’s integrated with users’ other systems. That platform automates lead capture and follow-ups based on user activity and collects data about customers to enable personalization. Its analytics reports shine a light on what’s working, what’s not, and what the current ROI is for any campaign.

This brightly-branded email provider prides itself on creating ‘delightful customer experiences’. They’re serious about it too, with an almost dizzying array of automation workflows and rules on offer. As a bonus – Drip also includes free autoresponders triggered by events that happen in third party tools such as Shopify, Facebook, Stripe, Unbounce and many more.

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.
About the Author: Barry Feldman operates Feldman Creative and provides clients content marketing strategies that rock and creative that rolls. Barry has recently been named a Top 40 Digital Strategist by Online Marketing Institute and one of 25 Social Media Marketing Experts You Need to Know by LinkedIn. Visit Feldman Creative and his blog, The Point.
Marketing Automation platforms allow marketers to automate and simplify client communication by managing complex omni-channel marketing strategies from a single tool. Marketing Automation assist greatly in areas like Lead Generation, Segmentation, Lead nurturing and lead scoring, Relationship marketing, Cross-sell and upsell, Retention, Marketing ROI measurement.

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.
What we liked: MailerLite’s ease of use makes it an ideal tool for getting started with autoresponders – even beginners can master setting up emails and campaigns fairly quickly. And it’s great that you can use most of the features completely free of charge (as long as you have fewer than 1,000 subscribers). If you do need to upgrade, it’s one of the most competitively priced providers on the market – so it’s a great way to set up cheap autoresponders.

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.

A call to action (CTA) is a word or phrase that encourages readers and subscribers to do something specific. Examples of calls to action include “subscribe”, “shop now”, “get the free ebook”. You use CTAs on email signup forms, landing pages, in email newsletters, and more. When someone does what you want as a result of your call to action, that’s called a conversion. In email marketing, a conversion often means following a link in a email newsletter to visit another resource.
Before we go to that famed list, let us revisit the term automation. In simple terms, automation means finding a way of simplifying a task that needs repetition – which can not only save time and effort but also make the whole process less stressful.So what does marketing automation imply? Marketing is the process of selling products and/or services. So, marketing automation obviously means automating the process or actions involved in marketing.

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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