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.
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.)

Hey Sonia – Admittedly, I don’t have an autoresponder. I do have a welcome message for folks, but not an ongoing drip-drip-drip autoresponder series like you mentioned. Although I think it’s a fantastic idea, I’m not sure how to best integrate it into the other emails they’re receiving from me (blog posts and/or monthly e-letter) without overwhelming them as others have mentioned. Any thoughts?
Promotional emails are one of the most economical ways for any business to connect with customers. Research shows a message is five times more likely to be seen through email than on social media like Facebook or Twitter. That’s why musicians use email marketing software to share their performance schedule with their fans, non-profits use it to get donations and photographers use it to promote their portrait services. It just works.
All these evolutions also don’t mean that organizations will be passive respondents to customer signals and digital footprints. Wake-up call number two: sales is not dead despite what Gartner predicts. It all depends and it remains essential to close the loop between marketing and sales. Yet, it is also time to close the loop with other divisions and with the customers and their networks themselves.
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MailChimp allows you to send automated emails based on customer behavior and preferences. Although, MailChimp offers a free trial, but their autoresponder feature is only available in paid accounts. It allows you to create an autoresponder email easily, and you can set the event to trigger this autoresponder, also select the day and accurate time to send it to your subscribers.
Predictive Analytics Option. Reducing bounce rates and increasing site traffic is easy when you can gauge how effective your next marketing actions will be. Through Optimizely’s predictive analytics, you can determine what your customers want through data that has been compiled over time. This way, you won’t have to waste time and money on risky marketing strategies.
Of course, the site’s commitment to quality content was a major factor. In fact, I actually signed up for the DIY Natural newsletter as I was researching this article. My wife and I share similar views on self-reliance and sustainability as Matt and Betsy, and we already make our own laundry detergent and other household items (including ghee). As such, DIY Natural’s content is perfect for us, and exactly the type of content I’d like to see in my inbox every week.

For subscriptions, the platform is available in four monthly plans that are priced according to the number of features you will be needing for your operations. For small businesses and startups, you may opt for their Free Plan, their Starter package that costs $50. For larger businesses, check out their Basic plan, Pro Plan, and Enterprise plan priced at $200, $800, and $2400 respectively. However, these have required onboarding fees that range from $600 to $5000.
How do you minimize unsubscribe requests and spam complaints for your auto-responder program? The best way to minimize the risk of unsubscribe requests, spam complaints and non-opened emails with your auto responder program is the same way to minimize those risks with all email marketing. Provide useful, engaging content and good offers that your subscribers will care about. You can also use the best practices for managing unsubscribe requests, opt outs and spam complaints that we'll discuss later in this book and which include: prominent and easy-to-find placement of the unsubscribe link, proper opt-out and opt-in messages and asking users to "white list" you in your initial email.
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.
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.
Good marketing automation takes into account the evolving needs of your leads, and the behaviors and interactions they have with you across all of your marketing channels. not just email. Using behavioral inputs from multiple channels such as social clicks, viewing a pricing page or consuming a particular piece of content gives marketers the context they need to fully understand a lead’s challenges and how to guide them down the funnel. The most effective marketing automation not only collects data from multiple channels, but uses those various channels to send their marketing messages as well. That means the success of your campaign relies less on the email, and fully utilizes the various channels that influence a buyer’s decision.
This article is informative, but it does not offer distinguishing features between the services covered (other than mailchimp is free). You seemed to go to great lengths to say good things about each – although I’m sure each services has positive aspects. I would have benefited much more from a rating of some sort of the various features of each service, or at least the pros & cons of each.
Fundraising software is a variety of tools developed to make fundraising efficient, effective and easier for your organization and donors. This is utilized by organizations to streamline fundraising efforts and ease logistical challenges to focus on establishing stronger donor relationships and driving more donations. It comes in various types depending on the campaigns you are…
No matter how effective the subject line you’ll always have subscribers who don’t open it for a variety of reasons. Send your email again specifically targeting a list segment of those who didn’t open the first time around. Not only is this a second chance in case they just missed the first email, it’s another opportunity to further split test subject lines as well as send times.

SharpSpring is a comprehensive marketing automation platform with robust features, functionality and performance. SharpSpring is one of the most flexible platforms on the market, offering powerful, behavior-based email marketing, native or 3rd party CRM integration, dynamic forms, landing page and blog builders, social media management, universal CMS compatibility, and integration with hundreds of applications. SharpSpring is usually less than 1/3 the cost of the competition, is the easiest company to work with and the easiest platform to use. Marketing agencies should inquire about SharpSpring's special partner program.


One review site that provides valuable insights is G2 Crowd. They score products and vendors based on ratings and reviews gathered from the user community, as well as data aggregated from online sources and social networks. They apply a unique, patent-pending algorithm to this data to calculate the customer satisfaction and market presence scores in real time.
Hello Sharon, thank you for this extensive article, liked it a lot!:) Could you please specify in more details the way you grouped these apps? It’s clear about email testing, list building, tracking and monitoring tools. But.. what is the difference between drip email tools, email newsletter apps and integrated marketing automation tools… All of them about automating your email marketing. Is it about different ways to automate it? Unfortunately, it is still not clear for me. Please help me get it right:)
What is email marketing? Basically the use of email to promote products and/or services. But a better email marketing definition is the use of email to develop relationships with potential customers and/or clients. Email marketing is one segment of internet marketing, which encompasses online marketing via websites, social media, blogs, etc. It is essentially the same as direct mail except that instead of sending mail through the postal service, messages are sent electronically via email.
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.
Every week, the folks at InVision send a roundup of their best blog content, their favorite design links from the week, and a new opportunity to win a free t-shirt. (Seriously. They give away a new design every week.) They also sometimes have fun survey questions where they crowdsource for their blog. This week's, for example, asked subscribers what they would do if the internet didn't exist.
This does not mean campaigns are not important. People want to receive those promotional emails from brands they trust and buy from. Email works, basics work and new ways to interact with customers or improve the experiences across those interactions, shouldn’t be an excuse to ignore the essentials we have known since so long. It also doesn’t mean we shouldn’t use a proper channel mix, depending on what works best in any given context. But it’s not because someone claims “this or that” doesn’t work that it really doesn’t work. The truth is that many businesses don’t know yet in what context specific tactics work.
Funny timing that this post was put up today. I just had a meeting with a marketing consultant who was trying to sell my law firm on a whole new marketing package, including a new website, a social media strategy, etc. This person also said they had 10 years of experience in internet marketing. I told this person I thought each of the lawyers at my firm (who each have very different practice areas) should have an autoresponder set up. I said ideally each lawyer would have a “report” in the form of a PDF (available on their bio page) that would entice subscribers to download the report and sign up for the autoresponder.
If rounds of split testing, segmentation, and resends still result in low engagement scores for some of your subscribers then don’t be afraid to clean your list. Review subscriber data regularly to monitor activity and engagement ratings. Remove or further segment those who aren’t engaging in order to improve the overall open rates of your primary subscriber segments.
In order to reach customers with these all-important 1-to-1 journeys, a new generation of marketing automation tools has emerged. These tools take advantage of cloud capabilities in order to provide marketing teams with the ability to get to know their customers better, manage campaigns, and collaborate more seamlessly with other departments such as sales, service, IT, and more.
Wishpond is an application specializing in boosting online marketing campaigns. Offering features for marketing automation, social posting, website popups, lead management, API access, and custom CSS, it also supports a number of CRM integrations. Wishpond offers three monthly payment plans: Basic, Pro, and Growth costing $45, $78, and $129 respectively. For yearly payments, they offer 36% off your subscription.

Funny timing that this post was put up today. I just had a meeting with a marketing consultant who was trying to sell my law firm on a whole new marketing package, including a new website, a social media strategy, etc. This person also said they had 10 years of experience in internet marketing. I told this person I thought each of the lawyers at my firm (who each have very different practice areas) should have an autoresponder set up. I said ideally each lawyer would have a “report” in the form of a PDF (available on their bio page) that would entice subscribers to download the report and sign up for the autoresponder.


“Mailchimp was great when I just had a blog. Now that I have my book, I’m starting to have products, it’s more of a business. I didn’t think that Mailchimp could handle me. I needed something a little more versatile that could target the people that I sent things to depending on what list they were on or what they clicked. It needed to be a little more sophisticated for me. That’s why I needed to switch over.”
Basic text-based email editors to fully designed HTML or JavaScript templates are just some of the features these packages can provide businesses. You can manage your contacts by simply keeping a list of names and email addresses or you can create a complex database full of subscribers segmented by demographic slices and engagement levels. Which method you choose really just depends on how much of your budget you're willing to allocate towards the email marketing software that can give your company the features it needs.
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 main reason we love Customer.io is its flexibility. This is a tool that will really let you get what you want out of it. While it’s not all out of the box, if you’re willing to put in some developer time, you can really customize your Customer.io experience. Another great thing about this tool is its lightweight UI and fast, personal customer support. Customer.io is one of the newer players, but they’re growing very quickly and are definitely a company to watch. Unlike most of the older tools, Customer.io is built to trigger emails based on events, rather than just pageviews.

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.
Without a solid content marketing strategy to engage prospects across different touchpoints and stages of their buyer’s journey, marketing automation fails. Creating enough content at a reasonable cost is one of the top challenges to marketing automation, according to many marketers. Others include data quality and integration, poor marketing processes, lack of skilled staff and organizational culture. If you don’t build your marketing automation processes around the customer, just as you would do in content marketing, marketing automation is doomed to fail and it becomes even harder to close the loop between marketing, sales and customer value. Vendors have a responsibility as do marketing automation users and agencies. Change management is a must and it’s a well-known fact many organizations buy expensive marketing automation solutions while only using a limited percentage of available features and not even in the best way possible. No marketing automation without a realistic approach, a customer-centric strategy (based on touchpoints, journeys, etc.) and certainly not without a content marketing strategy.
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.
It’s ineffective given the effort required to see meaningful results. When done correctly, effective marketing automation takes time, effort, and resources to implement and maintain for revenue growth. Even if your database is currently filled with top-notch, quality leads, how effective will your marketing automation be when you’ve either converted all those leads into customers, or when your database begins decaying at the rate of 23% / year (via unsubscribes, job turnover and a variety of other factors.) Even when they’ve invested the time and effort to master the art of “Amazon-like” marketing automation, without enough leads to work towards purchase many marketers end up unhappy with the ROI of their marketing automation investment.
If rounds of split testing, segmentation, and resends still result in low engagement scores for some of your subscribers then don’t be afraid to clean your list. Review subscriber data regularly to monitor activity and engagement ratings. Remove or further segment those who aren’t engaging in order to improve the overall open rates of your primary subscriber segments.
Emails triggered by milestones, like anniversaries and birthdays, are fun to get -- who doesn't like to celebrate a special occasion? The beauty of anniversary emails, in particular, is that they don't require subscribers to input any extra data, and they can work for a variety of senders. Plus, the timeframe can be modified based on the business model.
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