Your business is likely familiar with transactional email and marketing email as critical tools used to provide operational updates (such as a receipt) or promotional messages (like a newsletter or coupon). In this “how-to” guide, we introduce and explain how to send a third category of email that can add tremendous value and complement your existing email campaigns: automated email.

Marketing automation focuses on the needs of the marketing team and CRM is focused on the needs of the sales team, Hendrix said. “Marketing automation is your communication engine, while CRM is your database of record,” she added. Some marketing automation systems support native integrations for CRMs like Salesforce, SugarCRM and Microsoft Dynamics. These integrations help marketers create a connected and automated lead management process that enables optimization over time, with the right reporting.
Then, once a person has completed a particular event in the application (like creating their first campaign), we use the API to change the ‘Created Campaign’ custom field to ‘Yes’ on their subscriber profile. Finally, we set up a custom segment to get a list of people who meet the criteria ‘Created Campaign=Yes’ and ‘Uploaded List=No’ and then sent them an automated email encouraging them to upload their list and complete the send.
It sounds simple, right? And for the most part, it is. But just like with any other online marketing skill, the more time you spend learning and testing and improving your email marketing campaigns, the more you learn. And the more you learn, the better you can apply those skills to further improve and grow your campaigns. If the idea of consistent, impactful marketing growth sets your heart aflutter – you’re going to love automated email marketing.

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.
As efficient as automation is, it can't be the only marketing strategy. The worst thing a business can do is automate all of its marketing. “By over-automating your marketing, you end up managing a customer journey instead of optimizing it. Each business is different, but good marketing automation happens when a business is thoughtful about the personal relationships with its customers,” he said.
Sometimes customers stumble upon your online store before they're ready to make a purchase. In fact, 97% of first time site visitors leave without buying anything. This is where retargeting is key. Google remarketing ads—also known as retargeting ads—bring back website visitors who left your store. These ads reach shoppers across many other channels of the web, whether they're reading an article, listening to music, or shopping somewhere else. And when you create retargeting ads in Mailchimp, we’ll automatically generate thousands of ads that display in the right place at the right time, with no added fees from us. Find out how retargeting works.
You schedule everything else using your work on a calendar, why not your marketing emails? GetResponse's new Autoresponder tool can handle that: put together the emails you want send out, then drag-and-drop them onto a calendar to assign each one a date and time. GetResponse makes it incredibly simple to lay out a drip campaign that keeps going, covering holidays and special events so you don't need to double-check your schedule.

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One great example of the power of the vertical video is how "The Infatuation" utilizes Instagram Stories to take their viewers on restaurant reviews. Each week, an editorial team member takes over the Instagram feed to post videos of the meal, give a quick 15-second review and allow viewers to ask questions along the way. The Infatuation has experienced significant growth since it’s launch in 2009, thanks in large part to it’s dedication to high-quality content that keeps consumers continuously engaged.


In fact, because of the variation in buyer journeys across the B2B landscape, these platforms must be tailored to meet the needs of unique prospects — not to mention the distinct use cases of marketing and sales teams. B2B marketing automation platforms may have similar foundational components, but their implementation varies across different industries and brands.

If your company has a small, in-house marketing team, don’t let resource constraints prohibit you from getting the most out of your marketing efforts. Marketing automation is great for growing your contact base and managing email campaigns. Comprehensive reporting and analytics help you improve the effectiveness of all your marketing campaigns, meaning more opens, clicks, shares, etc. Some platforms have flexible and affordable pricing models to help companies with restrictive budgets grow at their own pace. Also, if the platform is too much to handle in house, don’t worry – there are many marketing agencies that specialize in automation that can help you maximize your return. Make sure you choose a platform that agencies embrace, so you can get assistance beyond the vendor’s own onboarding program and have an ongoing resource to guide you through campaigns.

The age of your website doesn’t refer to the date it was originally registered. We’re talking about the indexed age, or the date that Google first found or indexed your site. The age of a webpage itself is a little bit different as it refers to the freshness of the content. If the content is outdated, it will rank lower. If the content is what we call evergreen content, that page will rank a little bit higher depending on its age.
Recognized by Forbes as one of the world’s leading social media experts, Sean Gardner suggests effective online marketing strategies in his book “A Road to Social Media Success”. This guide is helpful for newbies as well as professional marketers in gaining insights into the ever changing world of social media. Gardner also explains how small businesses and startups can use social media to enhance and improve their customer experience.

Balancing search and display for digital display ads are important; marketers tend to look at the last search and attribute all of the effectiveness to this. This then disregards other marketing efforts, which establish brand value within the consumers mind. ComScore determined through drawing on data online, produced by over one hundred multichannel retailers that digital display marketing poses strengths when compared with or positioned alongside, paid search (Whiteside, 2016).[42] This is why it is advised that when someone clicks on a display ad the company opens a landing page, not its home page. A landing page typically has something to draw the customer in to search beyond this page. Things such as free offers that the consumer can obtain through giving the company contact information so that they can use retargeting communication strategies (Square2Marketing, 2012).[43] Commonly marketers see increased sales among people exposed to a search ad. But the fact of how many people you can reach with a display campaign compared to a search campaign should be considered. Multichannel retailers have an increased reach if the display is considered in synergy with search campaigns. Overall both search and display aspects are valued as display campaigns build awareness for the brand so that more people are likely to click on these digital ads when running a search campaign (Whiteside, 2016).[42]


The transition email – Remember, every potential customer is currently using something else to do what your product could do for them, and the act of switching from that process to using your product is a barrier you need to overcome. This email should focus on outlining a simple and easy process for making the switch from their existing solution to using your product to solve their problem.

Ever wondered what portion of your database/contacts your content resonates with the most? With email segmentation features, you can identify the correct audience and send them highly relevant and personalized messages based on particular attributes. Instead of blasting through your email lists, think about which segment of your audience should be receiving which email. Chances are you’ll see an increase in open and click-through rates.
Brand building – As a highly personal communication channel, automated email serves as an extension of your brand. It gives you the opportunity to strengthen the connection between you and your customers by communicating thought leadership, assisting with cross-sells, or by sharing timely updates about features they haven’t used yet. Simply put, email automation drives user engagement. Customers are much more likely to open, read, and take action with an automated email.

There are plenty of guides to marketing. From textbooks to online video tutorials, you can really take your pick. But, we felt that there was something missing — a guide that really starts at the beginning to equip already-intelligent professionals with a healthy balance of strategic and tactical advice. The Beginner’s Guide to Online Marketing closes that gap.

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