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.
B2C systems tend to manage vast databases of customer data—often millions of records. These systems have sophisticated tools for analyzing and segmenting customers into different categories of buyers. Markets can then execute specific campaigns, or “treatments” for each segment. Campaigns are typically designed to elicit a direct response, such as returning to a website to make a purchase. Alternatively, campaigns may feed a target prospect list into a call center systems for telesales outreach. 
To do this, you need to have a web analytics tool (like Google Analytics) installed on your site. If you do, and you’ve enabled our Google Analytics integration, then you’ll be able to see details of any visits to your website from your email campaigns, including how long they spent on your site, what pages they visited, what campaigns they’re coming from and more.

Thanks Donna – I agree. There’s so much scope for integration with marketing automation software that it would literally take a team of thousands to build all of the plugins and functionality in a short time frame. Ontraport / Infusionsoft are very similar to Salesforce in a way, by using the developer community to build the functionality around their product (which adds value to both Ontraport and their products & services).


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.
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.
A hot prospect just signed up for your newsletter? Great! Now create a new lead for them in your CRM. Let the software guide them into the appropriate drip or nurture campaign, send a welcome message, and track engagement. While you’re at it, let the software also gather behavioral data and alert your sales team when the prospect is active on your channels. Marketing automation platforms that integrate with CRM do the grunt work for you.
One of the misconceptions regarding marketing automation is that it is all about automating marketing and thus reducing the personal and human dimension. This is not the case and depends on the ways marketing divisions use marketing automation. Most professional solutions offer advanced insight and analytics features, enabling a better customer view.
What's the difference between them? One-off communications versus prolonged, email-based interactions. For example, email marketing tools are excellent for one-off communications. You can use these tools for the one time you'd like to send someone an automated email response when they join a subscriber list, on their birthday, or when you promote a new product. But marketing automation tools are better suited for prolonged, email-based interactions. For example, you can use marketing automation tools whenever you want to guide someone from a subscriber list to a product purchase. Or you can send thank you emails or send new product promotions—all without having to lift a finger after the workflow is designed.

The question that goes around in a small group I’m in is do you hit the email subscriber up with a hard sell immediately after they sign up for your newsletter (and presumably get a free ebook download or mini course), or do you hit them up with educational for the first few emails in order to build a little more trust in you and what you can do for someone.
Treat your list well. Remember that the people you're using email to communicate with have trusted you with their email and name; they deserve your respect. Just as you deserve as a chance to convert them from customers to fans and even evangelists for your brand, people who want to talk about and share your message and get involved in any way they can.
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).

We currently have three Editors' Choice picks for marketing automation solutions here at PCMag. One of them, Campaigner, impressed us with its intuitive UI and its wealth of online resources. Another Editors' Choice, the aforementioned Pardot, excelled due to its built-in search and social marketing functionality. Lastly, the aforementioned HubSpot had an impressive set of prebuilt workflows that also got our top nod. While all of these are fantastic solutions, they are all quite different, and it's definitely worth taking the time to research the best solution for your needs. This, of course, also applies even to the other products that did not get an Editors' Choice designation.

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.

I really like that the autoresponder can be configured to very specific times. I also like that it cannot respond to other autoresponder messages because it means therefore that the process would repeat over and over perpetually. Also, the fact that it cannot send messages multiple times to the same email is important otherwise it would be very annoying to the other party.
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.
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