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Yes, we update it once a year to keep it relevant. We’ve actually updated it twice in 2018 due to some of the bigger changes in the marketing automation landscape this year. Notably, we’ve included a few new vendors that have become quite popular (Prospect, SendinBlue) and removed some of the older ones that were declining in popularity (e.g. Eloqua).
SendInBlue 9,000 emails per month (daily limit of 300) for an unlimited number of subscribers. You can have a maximum of 2,000 subscribers in your automated campaigns at any time. A good range of advanced autoresponders is offered on the free plan, including welcome, anniversary, page visits and ecommerce (such as product purchase or abandoned cart). You also get an allowance for free transactional emails. SMS can also be added for an extra cost. (Full review)
Lead Liaison is a cloud-based sales and marketing automation solution that helps businesses accelerate sales by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales support with solutions such as a hot-lead dashboard, Buy Signals and a live ticker alert of businesses on the customer’s website. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for small to mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison offers clients the highest value per dollar of any industry provider. Additionally, Lead Liaison provides content creation services leveraged for communication vehicles such as press releases, blog posts, emails, and posts on social media platforms. Founded in 2013, Lead Liaison is headquartered in Allen, Texas, near Dallas, and employs 19 people. For more information, visit www.leadliaison.com or call 1-800-89-LEADS (895-3237).
eTrigue is a cloud-based marketing automation provider featuring easy-to-use campaign building and rapid time-to-value. eTrigue’s DemandCenter helps hundreds of organizations track and nurture prospects through inbound and outbound programs. DemandCenter tracks across email, web, mobile, and social. eTrigue DemandCenter’s integrated marketing suite is particularly attractive to medium and small organizations, as well as to divisions or groups within larger enterprises.. eTrigue makes it simple for small marketing teams to can manage all online marketing efforts from a single dashboard. Full integration with major CRM, Webcast systems and ad-reporting systems. Instant real-time lead alerts are included for sales.

NGDATA® helps brands in data-rich industries, such as financial services, telecom, media and entertainment, utilities and hospitality, to capitalize on emerging opportunities in their customer data and to drive profitable customer experiences by supercharging analytics and campaign efficiency. The company’s Intelligent Customer Data Platform (CDP) puts people at the center of every business via Customer DNA, which continuously learns from customer behavior and context in real-time. NGDATA partners with companies around the world to drive digital transformations. NGDATA is headquartered in Gent, Belgium and has offices in the United States, Europe & Asia-Pacific.


Lead Liaison is a cloud-based sales and marketing automation solution that helps businesses accelerate sales by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales support with solutions such as a hot-lead dashboard, Buy Signals and a live ticker alert of businesses on the customer’s website. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for small to mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison offers clients the highest value per dollar of any industry provider. Additionally, Lead Liaison provides content creation services leveraged for communication vehicles such as press releases, blog posts, emails, and posts on social media platforms. Founded in 2013, Lead Liaison is headquartered in Allen, Texas, near Dallas, and employs 19 people. For more information, visit www.leadliaison.com or call 1-800-89-LEADS (895-3237).
SALESmanago Marketing Automation provides an easy to implement next generation solutions that redefine the way traditional marketing tools are used. Every day we are going above and beyond the expectations regarding the capabilities of email marketing, dynamic & personalized website content, social media marketing, anonymous marketing automation, online advertising and mobile marketing. Our main goal is to create a product that empowers its users to implement any kind of marketing processes they desire and gets their business to the next level.
Furthermore, the industry evolution towards more integrations and connections between marketing automation software, CRM, social listening platforms, etc. enables organizations to focus on what really matters: their channel-agnostic – prospective – customer and their business goals. This is seen in the consolidation in the marketing automation software market and in the evolutions of the solutions that are mainly about more features to connect customers and different parts of the business while connecting departments (marketing, sales,…) and processes as well.
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.
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.
Established in 2008, Act-On is a comprehensive marketing automation tool designed to offer a complete suite of applications, including email marketing, website visitor tracking, lead management, social media management, reporting and analytics, as well as integrations with webinar and event planning. With Act-On's email marketing, businesses can segment their customers into a variety of categories, allowing marketers to focus on a particular target market within that email group. The software offers core website tracking feature, which gives complete visibility into the types of customers that are visiting their site as well as their activities and the time spent on different contents while they are on the website. Act-On offers tools to build and optimize campaigns, generate leads, score and prioritize prospects, among others. The solution is capable of integrating with almost any leading CRM available in the market. Act-On is ideal for small marketing teams needing a marketing automation tool with minimal IT involvement. Platform features include: • Best-in-class email engine • One-click integration to leading web conferencing and CRM solutions • Tools for website visitor tracking • Lead scoring and lead nurturing • Automated programs; trigger & drip campaigns • Social media listening, prospecting & publishing • Design tools for web forms, landing pages and emails • Inbound tools for advanced SEO, Google AdWord tracking, and blog integration • Act-On Anywhere - a business productivity tool • Account- and contact-based marketing capabilities
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.

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.


Pica9 is a local marketing automation platform offering brand resource management, web-to-print, email, social, landing pages, and more with its comprehensive CampaignDrive™ platform. Pica9 empowers local marketers to streamline marketing efficiency and enhance results from a single, intuitive interface to manage a multitude of marketing functions.
Userfox works primarily with tech companies, so if you’re in the industry, you’ll be in good company. Like Customer.io, userfox has a lightweight interface and is designed to trigger emails based on events (rather than just pageviews), so if that’s important to you, userfox is a great choice. You might also consider userfox if you’re already using AdRoll, as the acquisition likely means a tight integration between the two products in the future.
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.
Automation also provides opportunities for personalization. Each interaction with an email or your website can trigger a follow-up based on those activities. What’s more personalized than a user experience specifically tailored to an individual’s interests? It will make your subscribers feel like you’re completely attuned to their needs and that you care about what’s important to them.
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.
Email marketing is a great first step toward developing solid communications with your customers and prospects. But once you have moved past one-off messages and have decided to create prolonged, personalized messages powered by customer data, it's time to try marketing automation. No tools better exemplify the simplicity, effectiveness, and scalability of marketing automation software than two of our three Editors' Choice tools: HubSpot and Pardot.
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.
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.
Not only is InVision's newsletter a great mix of content, but I also love the nice balance between images and text, making it really easy to read and mobile-friendly -- which is especially important, because its newsletters are so long. (Below is just an excerpt, but you can read through the full email here.) We like the clever copy on the call-to-action (CTA) buttons, too.

Automation is a surefire way for small businesses to save time and money, and marketing is the perfect arena for doing so: Marketing automation maintains brand messaging while reaching thousands more people than a single person ever could. The key is simply determining which platform fits your company best so you can save even more time while building your bottom line.
SharpSpring is an all-in-one marketing platform for small and medium-sized businesses. Providing you with features such as custom deal stages, point-and-click editors, call tracking, email analytics, and lead management automation, this software solution can smoothly combine your marketing and sales operations. To purchase SharpSpring, get in touch with the vendor to request a quote.
Marketing activity involves many repetitive tasks such as sending out bulk emails, managing campaigns, social media marketing, website analysis, and more. Managing these tasks manually is not only tedious and time-consuming but can also create scope for manual errors. Marketing Automation can help in making these tasks much easier and this, in turn, can help business prosper. It is a part of Customer Relationship Management or CRM.

However, as email marketing developed as an effective means of direct communication, in the 1990s, users increasingly began referring to it as "spam", and began blocking out content from emails with filters and blocking programs. In order to effectively communicate a message through email, marketers had to develop a way of pushing content through to the end user, without being cut out by automatic filters and spam removing software.
Why does email list segmentation matter? We know that beyond relevancy, list segmentation is important from a revenue perspective. Data from the DMA indicates that segmented and targeted emails generate 58% of all email revenue. On top of this, our research found that marketers who used segmented campaigns noted as much as a 76% increase in revenue–and more than 76% of marketers say basic segmentation is part of their email marketing strategy.

An auto responder campaign is one of six campaign types and is used to send a one-time email to contacts after they subscribe to your list. You can use this campaign type to send a "Welcome" message to contacts as soon as they subscribe to your list, or use it to send a "Check in" message a certain number of days/hours after contacts subscribe to your list.  
Encompasses automation of internal marketing processes. These include budgeting and planning, workflow and approvals, the marketing calendar, internal collaboration, digital asset creation and management and essentially everything that supports the operational efficiency of the internal marketing function. Typically these systems require a CRM or COM administrator to set up a complex series of rules to trigger action items for internal sales and marketing professionals to manually process (designing files, sending letters, sending email campaigns). This type of system increases marketer's ability to deliver relevant content to relevant individuals at relevant times. Limitations may apply, based on the human resource capacity of an organisation and their level of commitment to the tasks as they are assigned.
The latest version of IBM Campaign brings many innovations to the sophisticated marketing team enabling you to work smarter and faster, and to keep your customers more engaged and loyal than ever. Marketers use IBM Campaign to maximize revenue and responses via personalized and optimized campaigns and offers. Increase results with powerful segmentation against the largest data sources and provide the right offers to the right contacts at the right time in the right channel. Boost ROI by optimizing contact communications and marketing spend. Choose to deploy fully to the cloud or on premise. Improve engagement and ROI: Easily integrate with the rest of your marketing ecosystem to seamlessly execute personalized, offline and digital campaigns to take your customers on targeted journeys. Work smarter and faster: With AI-powered Watson Assistant available with IBM Campaign, work smarter and drive to insights more quickly than ever. Save time, make better decisions and drive customer engagement. Optimize ownership for your enterprise: Choose the deployment and ownership approach that works best for your organization. Deploy on premise or via subscription and fully to the cloud — managed and hosted.

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.
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.
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.
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.
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