Both HubSpot and Pardot offer a vast array of functionality that should suit your business regardless of how intricate your marketing strategy might be. We found HubSpot to be better equipped for small businesses that are steadily growing their marketing activity, whereas Pardot is ideal for large enterprises with complicated marketing plans already in place. In total, we tested 10 marketing automation tools, each of which offer some unique features that make them stand out from the field.
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
Write great subject lines. David Ogilvy once said that 80 cents of your dollar should be spent on writing headlines. With emails, the subject line is just as important. If it doesn’t catch your attention, you won’t open it. So, spend the majority of your time writing and polishing your subject line. A great email subject line entices curiosity about the content of the email. It’s also personal, and highly relevant to the recipient. To learn more about how to write amazing subject lines, we have an entire blog post on the topic: 30 Successful Bloggers Share Their Best Converting Email Subject Line.
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.

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.
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.
Before doing a comparative analysis of the advantages and disadvantages and the pros and cons, or the pricing comparisons, it’s important to know what to look out for. It is common to come across complaints about automation tools being incompatible with CRM and performance issues reported one month down the line. That can be painful. Companies that do not carry out a detailed research and miss out the fine print can end up burning their fingers by the sliding scale pricing structures and unexpected additional costs.
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 brand’s goal is to scale with businesses as they expand so they can see true growth without the hiccup of finding other tools. And its marketing analytics tool spurs some of that growth by showing business owners the outcomes of their historical efforts and projecting how their future attempts will pan out. These insights, combined with ONTRAPORT’s Campaign Builder — which allows entrepreneurs to set goals and base their automation on achieving those goals — give small businesses the opportunity to customize.
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.
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 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.
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.
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.
Think about those questions in the context of the above email. Postmates likely has location data of their subscribers. If they can target their lists in cities where this delivery deal is offered and a time they’re likely to order, they’re delivering on value and promise. It gives them a special offer and solves the problem of what to order for lunch. It’d be especially helpful to those needing to work through lunch or for those not watching to shlep young ones to the restaurant for dinner.
Send new subscribers a “welcome” sequence. This is the message that you send to people right after they subscribe to your email list. It could contain a link to your lead magnet for an easy download, a thank you for subscribing, or maybe a call-to-action to check out your most popular blog posts. Every email list needs a welcome series: don’t miss this chance to “woo” your new subscribers and turn them into loyal fans!
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