Seamless Integrations. Flexibility is key when it comes to marketing. So, it is best to choose a platform that can seamlessly integrate with software solutions you are currently using or applications you are thinking about using in the future. This way, you minimize the disruption to your business operations and avoid having to implement a new software each time your company’s needs change.
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.
Purchased lists are ineffective, and they impact everyone else who uses Mailchimp, too. If you send emails to a list of people whose contact info you bought, many of the emails will get identified as spam. Some spam filters will flag a campaign if anyone with the same IP has sent spam in the past. When you use Mailchimp, your email is delivered through our servers, so if one person sends spam, it could prevent other users’ emails from reaching inboxes. But by forbidding Mailchimp users from using purchased lists, we increase deliverability for everyone.
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!
If you want to integrate your email with your shopping cart but don’t quite want to spring for InfusionSoft, 1ShoppingCart could be your answer. 1ShoppingCart is a one stop solution for payment processing and email marketing. It allows you to segregate lists and mail only buyers or your entire list. It’s one of the more reputable shopping cart services on the net.
Marketing emails need to be personalized to the reader and filled with interesting graphics. Few people want to read emails that are addressed "Dear Sir/Madam" -- as opposed to their first or last name -- and even fewer people want to read an email that simply gives them a wall of text. Visuals help your recipients quickly understand what the point of the email is.
Thanks Marcus for the comparisons, but I am somewhat confused by this post. It says 2018 in title, but yet comments are from 2014-17. I’m assuming it was originally written earlier and you’ve updated. I’d be curious what edits were made; how your opinions may have changed; who are the new top contenders for 2018. With all the growth in the marketing automation space in past 3 years, it couldn’t be simply updating the title. Also curious if a company is already tied to Salesforce for CRM does that necessarily lift Marketing Cloud as the premier choice?

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.
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?
Not only was this initial email great, but his response to my answers was even better: Within a few days of responding to the questionnaire, I received a long and detailed personal email from Matt thanking me for filling out the questionnaire and offering a ton of helpful advice and links to resources specifically catered to my answers. I was very impressed by his business acumen, communication skills, and obvious dedication to his readers.
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.
How many auto-responder emails should be sent? It is possible that the answer to this question will be determined by the email marketing service provider that you choose. Some email marketing service providers will only allow you to send a maximum of ten auto responder in a sequence. This is typically done to reduce spam complaints and preserve the IP that the email marketing provider is using. Most studies have shown that the ideal number for an auto-responder program will be between 12 and 15 emails. Ten is often not quite enough to convert a user, but more than fifteen increases opt-outs and spam complaints as subscribers who haven't converted then begin to become frustrated. Ultimately, the number of emails that you should send should be based on your content, its engagement level and the amount of time needed to convey it.
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?
Top marketing automation tools go hand in hand with a software solution that works for company-wide automation. A CRM platform that can be used by everybody from the top down, in order to create that seamless omnichannel experience that customers are looking for. However, this just scratches the surface of the kinds of features that a marketing manager should be looking for when deciding which marketing automation tools to implement.
iContact Pro is a marketing campaign management suite built for small startups to medium-sized companies. It offers simple yet email marketing, segmentation, social posting, and workflow automation features that let you cut through the digital noise. Mobile-ready, it is also equipped with reporting and lead scoring tools for data analysis. To purchase iContact Pro, you may opt for their monthly billing plan or annual prepay that are priced according to the number of subscribers. You may also choose their Premier plan which is available by-quote.
In addition to linking to Letter Shoppe's designs (available on merchandise that is ultimately sold by Redbubble), the email campaign includes an endearing quote by the Featured Artist: "Never compromise on your values, and only do work you want to get more of." Redbubble's customers are likely to agree -- and open other emails in this campaign for more inspiring quotes.
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.
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.
In addition to linking to Letter Shoppe's designs (available on merchandise that is ultimately sold by Redbubble), the email campaign includes an endearing quote by the Featured Artist: "Never compromise on your values, and only do work you want to get more of." Redbubble's customers are likely to agree -- and open other emails in this campaign for more inspiring quotes.
Auto responders present an excellent opportunity to create email marketing results with minimal effort after the initial build out. However, the key to success is to think through the process during the build out and to monitor the program carefully for the first several months in order to optimize it. We'll discuss auto responders throughout the remainder of this book when talking about email design, implementation, tracking and optimization.
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.
MailChimp 12,000 emails per month (daily limit of 2,000), for up to 2,000 subscribers. MailChimp’s autoresponder range is comprehensive. It includes basic autoresponders (welcome, date-based, RSS etc), as well as more advanced options (e.g. ecommerce, tag-based). The main drawback – their autoresponder editor isn’t the easiest to use. (Full review)
Crafting your brand voice in your email marketing messages will let your business show some personality and create engagement. Remember to think of your emails as a conversation and simply not a place for you to blast your message through a megaphone. You’ve received permission to send to your subscribers. Don’t miss out on the opportunity to nurture a relationship with them.
The question then, is this: how does a marketing manager look past those good marketing automation tools, and find the best marketing automation tools? As mentioned, it starts with knowing what the customer wants, but the next step is to know which features will give them that. With that in mind, here are some features to look for in an effective marketing automation tool.
AdRoll is a high-performance digital marketing software focusing on retargeting. Founded in 2007, it is packed with features for segmentation, cross-device reach, predictive buying, and social targeting. These tools are what allows the software to collect, analyze, and act on customer data with just a few clicks of a button. AdRoll offers four monthly pricing plans for new businesses, emerging businesses, evolving businesses, and expanding businesses ranging from $300 to $10,000.
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.
However, the term “marketing automation” has become a buzz-word, where marketers seek out marketing automation software under the impression that all of the digital marketing tools necessary for growth, including those needed to generate new leads, roll up under the hood of marketing automation. This misconception leaves many marketers with sophisticated tools to automate the middle of their funnel, but no solution to generating new leads to nurture in the first place.
ActiveCampaign offers email marketing service with third-party integration and auto-responses of various types.  ActiveCampaign can create and send out emails for different activities and purposes. The software is also designed to track website activities and events and provide real time analytics based on the results. ActiveCampaign is also useful for garnering customer data in an organized manner.
AdRoll is a high-performance digital marketing software focusing on retargeting. Founded in 2007, it is packed with features for segmentation, cross-device reach, predictive buying, and social targeting. These tools are what allows the software to collect, analyze, and act on customer data with just a few clicks of a button. AdRoll offers four monthly pricing plans for new businesses, emerging businesses, evolving businesses, and expanding businesses ranging from $300 to $10,000.
Formerly known as SilverPop, IBM Digital Marketing is one of the pioneers in marketing automation. It was created in 1999 to cater to the needs of online businesses, and now it is also providing software solutions for B2B companies. Engineered with simplicity in mind, this no-fuss platform only offers top-of-the line lead management, digital marketing, analytics, and journey design tools. For pricing, IBM Digital Marketing is available by-quote, so feel free to speak with their representatives for inquiries.
Unified Listing Tools. No matter the size of your business, keeping tabs on the contact details of your customers is always difficult, especially when you are using multiple programs to store your data. Consolidate all contacts across different databases with the unified list-building tools of Constant Contact. This makes it easier to remove duplicate information and lessens the time spent on syncing data.
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.
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.
For example, if you set up an autoresponder with an interval of 24 and you receive an email from user@example.com at 8:00 AM on Monday, the autoresponder immediately responds to the message. If, however, user@example.com continues to email you throughout the day, the autoresponder does not send another response for 24 hours after the initial email (in this case, 8:00 AM on Tuesday). If user@example.com emails you again after the 24-hour interval expires, the system sends them an autoresponse.
You can think of Eloqua as the Ferrari of marketing automation. It’s fully loaded, provides an exceptional level of service, and comes with a matching price tag. One of Eloqua’s key differentiators is the amount of time they spend teaching and helping their customers get the most out of the product. Like Marketo, Eloqua also has a great marketplace with plenty of integrations with third party services.
The goal of the platform is to spark new relationships and rekindle old ones — Autopilot has found that two times as many leads are generated by businesses that maintain contact every two to four weeks. By capturing data from a small business’s website or app, the platform can integrate with other systems to fuel personalization and segment customers. It then monitors the performance of each journey and delivers insights into how messages are converting so entrepreneurs can adjust instantly.

Klaviyo is a modern marketing platform that lets ecommerce brands build an unlimited number of high-value customer relationships. Unlike other software, Klaviyo does not force you to trade off between ease of use and powerful functionality—and that means merchants can take advantage of the most impactful email and Facebook strategies without slowing down. That’s why over 10,000 innovative ecommerce brands like Brooklinen, Bonobos, and Outdoor Voices power their marketing with Klaviyo.


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.
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.
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.
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. For more information, visit totalexpert.com.
Don’t expect marketing automation software to craft dazzling copy and eye-catching visuals to bring those campaigns to life for you: Human creativity and a little elbow grease still carry the day. What you should expect from a good set of automation marketing tools is the ability to manage individual campaigns, cross-channel campaigns, and personalized 1-to-1 customer journeys based on those campaigns.
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.
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.
I don’t have a lot of patience for email marketing software in my role as Copyblogger’s Editor-in-Chief. I need a solution that is intuitive and allows me to focus on the creative message I want to communicate, rather than technical hurdles. I’m picky, and ConvertKit helps me achieve my goals without having to make any compromises in terms of functionality. — Stefanie Flaxman, Editor-in-Chief, Copyblogger
Marketo is a marketing automation platform that includes account-based marketing, email, mobile, social, digital ads, web, and marketing analytics, allowing business owners to drive engagement through multiple channels from one platform. Its goal is to help small businesses build long-lasting relationships with customers and create end-to-end engagement. Its cloud-based infrastructure can handle hundreds of millions of activities each day, meaning it can scale with its customers.
Because of the constant influx of marketing emails to their inboxes, buyers have begun to block out many  of these communications, whether through inbox filters or a subconscious disregard for irrelevant messages. Instead, these buyers are doing Google searches, and asking their friends for recommendations. They’re tapping the social media community for advice and browsing your website to see if your business offers a solution fit for their challenges. If you’re only communicating with these leads through email, you’re not only missing out on an opportunity to reach your leads via multiple channels during various parts of the decision process, you’re also ignoring a slew of behavioral data points they’re giving you about their needs and interests.
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.
Marketo has developed customized solutions for healthcare, technology, financial services, manufacturing, media, and higher education, and its Engagement Hub gathers data so businesses can personalize their interactions as they analyze and adapt. That adaptation can happen in real time with Marketo’s instantaneous insights and rich customer profiles.
HubSpot Marketing is a top-of-the-line inbound marketing software that focuses on growing traffic and increasing lead conversions. With robust tools for blogging, emailing, SEO, marketing automation, lead management, and analytics, this platform can give you the things you need to launch effective campaigns. The system also integrates with multiple CMSs, email service providers, eCommerce tools, and social networks. The vendor offers a great free trial plan for those who’d like to try out the key features of the product first. You can easily sign up for HubSpot Marketing free trial here.

When thinking about the five types of email marketing described previously, auto responders are almost exclusively used for customer acquisition email marketing. Your existing customers may respond well to an auto-responder campaign, but chances are high that the best place in your marketing mix for auto-responders is when trying to acquire new customers.

“We sent some newsletters where we gave customers a choice of which special they wanted,” said PJ. “Either a 20% discount or free shipping. What we discovered was that some people always choose the discount, and some always choose the shipping—it’s not necessarily which special saves them more money. So we took that information and now we alternate our specials.”


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.
Best Practices Calls to Action Coding Content Marketing Copywriting Customer Journey Customer Spotlight Data-Driven Marketing Deliverability Digital Marketing Email Automation Email Design Email Development Email List Email Marketing Email Templates Event Marketing Marketing Automation Metrics Personalization Segmentation Social Media Strategy Subject Line Testing Transactional Email
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