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.)

TechValidate is a marketing automation solution by SurveyMonkey dedicated to creating persuasive content. Offering essential features for lead nurturing, ROI metrics, and content creation, this platform also brings to the table quality market research, customer insights, and sales enablement solutions. For payment plans, TechValidate is currently available on a by-quote basis.
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.

NAVIK MarketingAI is a cloud-hosted marketing automation platform built by absolutdata. Its aim is to help users improve the impact of their campaigns through hyper personalization, campaign simulators, dynamic micro segmentations, predicted behavior models, and other features. NAVIK MarketingAI also offers next best action recommendations, to make decision making processes are easier. As for their payment plans, they are offered on a by-quote basis, so you will have to contact the provider for their enterprise pricing information.


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.

Touchpoint-based marketing and customer experience models become increasingly important as the customer journey changes but most of all as the focus should not be on the channels and campaigns as is often the case in marketing automation but (also) on the longer-term (smart marketers move away from short-terminism) and most of all the customer experiences in a highly connected and integrated digital reality. Find a few touchpoint models and read Why touchpoint marketing is important.

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.

Personalisation in email marketing is essential because most people want a more relevant experience. Email personalisation is not just about using people’s names in an email. It’s also about making sure you send the right emails to the right people at the right time. One essential tool for email personalisation is segmentation. You can get an email marketing expert to help you set up segments so you can personalize appropriately. Done right, email personalisation results in more clicks and more business.


Advanced personalization, testing, segmentation and optimization features whereby insights from among others CRM and interactions across several channels, enable a more personal and more optimized customer experience and better marketing results. Potential features include A/B testing, Multi Variate Testing (MVT), dynamic content personalization, dynamic landing pages, etc.
ThriveHive is marketing platform that empowers small business owners to grow their businesses through better marketing. The platform includes all of the essential online marketing tools and guidance necessary to get small business owners online and to succeed with marketing. ThriveHive is guided marketing for small business. Features Include: Better Website (optional) - Professionally built or DIY Customized Marketing Plan - Plans that work for small businesses Marketing Platform- All of your marketing in one place Contact Manager - Manage leads & customers Email - Send & track emails & newsletters Blog & Social Media - Create blog & social media posts Insight Emails - Marketing & lead notifications Marketing Coach - One-on-one expert marketing help Managed Advertising - Google AdWords & More

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.


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

We envision a future where online retailers truly understand their customers, resulting in the growth of their businesses’ profitably. Exponea Experience Cloud is our way of bringing this vision to life. Exponea’s very essence is an intelligent union of customer data management and analytics, while cracking the true Single Customer View. Through this, we have enabled marketers to understand their customers and immediately turn such insights into actionable campaigns, all within a single integrated solution. Built on top of cutting edge technology, Exponea empowers marketers to deliver truly personalized, in the moment experiences to their customers at scale through deeply embedded AI-powered capabilities, removing obstacles and leveraging intent to purchase both on your online store or outside of it. True to our vision, we work closely with our clients and mentor them all along the short path to success. We enable the fast transfer of know-how which often results in a change of mindset and is a catalyst for a rapid, profitable growth of emerging e-commerce leaders around the world.
GoDaddy Email Marketing provides great statistics to show you how many people are opening, engaging with and sharing your email. There’s no mystery or guesswork. You can even compare different emails side-by-side to quickly see which emails get the best response. Once you know what appeals to your readers, you can refine your emails for even better results.

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.

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.

Are you frustrated that you don't have enough control over your website and marketing? Foster Web Marketing has built the solution for you and it is called DSS (Dynamic Self-Syndication). DSS is inbound marketing software with CMS/CRM capabilities that allows you to take control of your marketing and get your business to the next level. DSS has everything you need to manage your marketing easily and effectively. Manage your website, clients, email marketing, client feedback, reviews, social media posting, lead tracking and follow-up campaigns in one easy to use tool! Stop taping solutions together and use one smarter tool. One of the most compelling features of DSS is the built-in Customer Relationship Management (CRM), which gives you the power to manage your leads and contacts, build follow-up campaigns and email marketing blasts, and create and send email newsletters. No need to pay for separate tools or software! This is why DSS is not just a CMS like WordPress, but actually, a fully operational marketing software that will put you light years ahead of your competition!


We just started using MailChimp because it seems to be the only one that offers a free account for small or new users. The problem is that there are so many steps for a potential subscriber to go through with both double opt-in and recaptcha, that we are getting at best complaints to worst, plain nasty comments posted on our Facebook page. We don’t know how many would be subscribers we lost because of this.
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. 
Email automation and multichannel marketing. eSputnik makes campaign sending hassle-free through its marketing automation capabilities. Simply map your customer’s journey and utilize a drag-and-drop workflow editor to implement your processes and utilize multichannel campaigns to ensure maximum client reach and engagement. Because the platform takes into account client behavior, users will no longer have to worry about mundane tasks such as sending of product recommendations and price reduction notices.
MailChimp is a fantastic place for beginning marketers to get started. Their “forever free” plan allows you to create a list on MailChimp for free as long as your list is under 500 users. When you’re just starting out, that’s more than enough. If you don’t want to start paying for autoresponders yet, go ahead and give MailChimp a shot, it is a great first step as an email marketing tool.
Advanced personalization, testing, segmentation and optimization features whereby insights from among others CRM and interactions across several channels, enable a more personal and more optimized customer experience and better marketing results. Potential features include A/B testing, Multi Variate Testing (MVT), dynamic content personalization, dynamic landing pages, etc.

LeadSquared is a lead to revenue platform and it takes care of the lead capture to revenue cycle for several segments of B2C businesses like training providers, health and wellness, travel and tour agencies, etc. Most of the marketing automation softwares out there, are made to address needs of B2B firms and integrate with CRM. This combo is costly and becomes too complex for a typical user in a B2C setup. For such category of firms in B2C which are marketing-led, our solution can obviate the need of a CRM altogether and provide them with the best in class marketing technology.
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.

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.
Issues with MA software often results from unrealistic expectations and poor implementations. For example, this software cannot make a bad service or product into a good service or product. If the collateral is bad or misses the point, MA will simply deliver a bad message more efficiently. Finally, if the wrong target market is selected, effective delivery to that target market will not help the bottom line.
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.

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.


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.
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.
While marketing automation often looks at generating demand and new revenues by a “right time, right message, right touchpoint” approach, as we know it in content marketing and content management as well, it’s essential to also look at engagement with existing customers of course. After all, the total customer life cycle and Customer Lifetime Value (CLV) are essential. In this regarding marketing automation platforms are evolving and also facing competition from new vendors focussing more on customer engagement and experiences across the customer life cycle. Several vendors in the content management space have also been evolving from systems of records to systems of engagement. Marketing automation is part of an increasingly broader ecosystem and context where the customer and customer lifetime value are key. An introduction to the customer life cyle and models to calculate the customer lifetime value (CLV).
If you select Custom, a small calendar will appear. Use the arrows to navigate between months and click your preferred start date. Then, enter a start time at the bottom of the calendar, and select AM or PM from the menu. Finally, click anywhere outside of the calendar box to save the configuration and close the calendar. Your chosen date and time will appear next to the Start option.

Advanced personalization, testing, segmentation and optimization features whereby insights from among others CRM and interactions across several channels, enable a more personal and more optimized customer experience and better marketing results. Potential features include A/B testing, Multi Variate Testing (MVT), dynamic content personalization, dynamic landing pages, etc.
If you have written a custom script using our contact_add() or contact_edit() API functions, and you find that your new contacts are not receiving instant auto responders, a common problem is that the API function’s variables are not set correctly. Double-check your script, and make sure that the “instantresponders” variable is set to 1 (NOTE: This would not work with Free plans). Also, make sure that the “noresponders” variable is not set, or is set to 0.
At its best, marketing automation is software and tactics that allow companies to buy and sell like Amazon -- that is, to nurture prospects with highly personalized, useful content that helps convert prospects to customers and turn customers into delighted customers. This type of marketing automation typically generates significant new revenue for companies, and provides an excellent return on the investment required.
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.

Userfox is another new player in the marketing automation space, and they were actually just acquired by AdRoll. We’re hoping the combined power of the AdRoll and userfox teams means exciting things for the future of their product. And we know the userfox team has some amazing talent, because one of their co-founders previously worked with us here at Woopra.
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
Multi-Channel Marketing Support. In today’s marketing landscape, you need to use various communication platforms to stay competitive. Luckily, ReportGarden can support multiple channels in one convenient interface. Whether your social marketing campaign involves, Facebook, LinkedIn, Twitter, or other sites, you can boost it without having to leave your marketing software.
The emfluence Marketing Platform was built for marketers, by marketers. We believe that usability is as important as functionality. That’s why we’ve focused the emfluence Marketing Platform’s features around what’s really important: helping digital marketers like you accomplish your goals every day. Whether you’re launching your own digital campaigns, managing a brand across a network of franchises, or creating campaigns for your book of business, you can leverage the emfluence Marketing Platform for: • Email Automation • Email Marketing • Drag & Drop Email Builders • Social Media Management • Surveys • Landing Pages • Form Builders • Automated Reporting • Website Tracking • Light Boxes and Modals • Variable Content Blocks Why do we spend so much time focusing on how you use our platform? Because we’re marketers, too, and we know that digital marketing isn’t just about sending emails and posting pictures to your favorite social media channel. It’s complex recipe of strategy, timing, response, and engagement. We believe with the right tool, you’ll be unstoppable.
Get to know your prospects and what they’re looking for. Learn who they are, what role they play (for B2B marketers), what their pain points are, and how you can help. A common technique is to set up a lead capture page (that is, a landing page). Lead capture pages often ask visitors for something in exchange for a reward. For example, a user may be asked to enter her email address, zip code, and job title in exchange for a downloadable e-book or white paper, an entry to a sweepstakes raffle, or a promotional coupon or discount code.

Yes, screens are getting smaller. And yes, an ever-expanding percentage of email is being consumed on mobile devices. Understood. But all that said, readers are entirely accustomed to scrolling and will appreciate a tidy and uncluttered look. Use headers, bulleted lists where appropriate, captions, and any other tactics to help go easy on the eyes and communicate effectively with the skimmer.
The adagio in marketing automation, content marketing, inbound marketing, content management and even email marketing is ‘providing the right information to the right people at the right time across the right channels’. Overlapping umbrella terms that in practice mainly focus on the message dimension, often even when it concerns timing (“What is the best time to xyz?”).
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.
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.

B2B enterprise buyer. These buyers work for firms that market to other businesses, and engage in longer sales cycles. They are primarily seeking capabilities that help them nurture relationships with prospects. Lead nurturing, lead scoring, sales force automation (SFA) and sales coordination and enablement tools are all critical for optimal performance.

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.
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.
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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