As every small business owner knows, wearing a lot of hats is how you keep your company in the black. The problem, of course, is that any business owner only has 24 hours in a day. Cramming business development, customer service, marketing, production, financials, and everything else on one to-do list is a recipe for disaster (and a complete lack of sleep).
Established Enterprise software providers at the big end of town including IBM, Oracle, Salesforce, Adobe and Teradata started building their own platforms. But to accelerate their evolution they started acquiring technology start-ups that added features and market share.  Salesforce bought Exact Target, IBM purchased SilverPop and Oracle bought Eloqua.
ONTRAPORT’s mission is to “support entrepreneurs in delivering their value to the world by removing the burden of technology.” It aims to do this by allowing companies to get a complete visualization of the customer journey. Knowing that many small businesses struggle to gain a clear understanding of how their marketing efforts are paying off, ONTRAPORT is built to help them see how customers respond to messages — via SMS, email, postcards, and landing pages — through data. This information, in turn, can be used to build compelling campaigns within the platform.
Loved reading this! Which of these would you recommend so that I could set myself reminders on certain clients so that I can follow up with them in the future? I feel like I am doing a lot of extra steps that I might not have to do if I was using an actual marketing software. I am in the very beginning stages of getting my business out there and I would like to follow up with potential clients down the road with an email… is this a possibility or should I just keep using my excel spreadsheet!?
ReportGarden is a marketing automation software focusing on lead management and campaign reporting. Offering SEO audit, invoicing, and budgeting modules for digital marketing agencies, this platform comes in handy for those who are especially conscious about the accurate reporting of their progress. Easily accessed on desktops and internet browsers, ReportGarden offers four pricing plans that may be billed monthly or yearly depending on your preference. They also have a custom plan that starts at $65.
Salesfusion is dedicated to helping companies build a large revenue funnel for marketing and sales by creating customized digital conversations that are seamlessly transitioned between departments. Marketing and sales teams participate in and measure these digital conversations to deliver more lead-to-revenue results by communicating with the right leads at the right time with the right message.

Marketing automation is a very active segment of the CRM software market. Not only are new vendors entering the market, but existing market leaders are constantly innovating and delivering new product updates. Today, the majority of solutions can be split into business to business (B2B) and business to consumer (B2C) solutions. The two groupings are very different and so are their functional needs.

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.


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.
Most marketing automation software is sold as a platform — an integrated suite of tools with a feature set. The automation tools, and the specific capabilities of each tool, of course vary from platform to platform. That said, you can expect most marketing automation platforms to have tools and features to assist or automate the management of the following:
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.
A while back, we were looking for a marketing automation tool ourselves. We researched, we talked to analysts, and we had deep dives with company reps. Since then, we’ve become very involved in the industry thanks to the complementary nature of analytics and marketing automation. We’ve even formed partnerships with several companies. Now finally, we present our top picks for marketing automation tools (in no particular order).
One of the more current developments on the email marketing front is the use of auto responders, or automated emails, that happen in a set sequence after a user's email address is captured. Typically the end goal of an auto responder email series is converting that user to a purchaser or customer. In this section, we'll introduce you to what an auto responder is, how to use them, the pros and cons, and some basic best practices for auto responder. Auto responders offer unique benefits in that they can produce results with a limited amount of effort on your part after the initial build out of the program. However, auto responders also present some challenges and best practices that should be considered when determining the role of an auto responder in your email marketing mix.
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.
Marketing emails need to be personalized to the reader and filled with interesting graphics. Few people want to read emails that are addressed "Dear Sir/Madam" -- as opposed to their first or last name -- and even fewer people want to read an email that simply gives them a wall of text. Visuals help your recipients quickly understand what the point of the email is.
Email automation and multichannel marketing. eSputnik makes campaign sending hassle-free through its marketing automation capabilities. Simply map your customer’s journey and utilize a drag-and-drop workflow editor to implement your processes and utilize multichannel campaigns to ensure maximum client reach and engagement. Because the platform takes into account client behavior, users will no longer have to worry about mundane tasks such as sending of product recommendations and price reduction notices.
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.

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.
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.
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.
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.
would it be possible to add a feature where you can connect the auto-responder to a filter? E.g. if the filter detects a msg from my mother in law, it will always respond i am on vacation or otherwise unreachable. but if msg comes it from my collegues, i could respond with a different msg (like if you really really need to reach me call this number)
Don’t expect marketing automation software to craft dazzling copy and eye-catching visuals to bring those campaigns to life for you: Human creativity and a little elbow grease still carry the day. What you should expect from a good set of automation marketing tools is the ability to manage individual campaigns, cross-channel campaigns, and personalized 1-to-1 customer journeys based on those campaigns.
Marketing Automation is a subset of customer relationship management (CRM) or customer experience management (CXM) that focuses on the definition, segmentation, scheduling and tracking of marketing campaigns. The use of marketing automation makes processes that would otherwise have been performed manually much more efficient and makes new processes possible. Marketing Automation can be defined as a process where technology is used to automate several repetitive tasks that are undertaken on a regular basis in a marketing campaign. A tool that allows an individual to design, execute and automate a time-bound marketing workflow can be called a Marketing Automation platform.[citation needed]
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.
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.
So, despite spending most of their time actually making their products, tending to their herd of goats, and somehow managing to run an eight-child household (seriously, bravo), Jim and PJ also manage to operate highly successful email marketing campaigns that offer their customers genuine value while keeping things simple – all without a formal marketing department in sight.
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.
The best email copywriting starts with the subject line, which has to make new subscribers want to open your email. Follow that with an appealing headline so they’ll keep reading. Constant Contact’s research suggests that email copy should be short, around 200 words. It’s also wise to avoid being promotional in all your emails. Instead, offer value to your subscribers. The most important part is the call to action which helps improve your email open rate by leading recipients from the email to your landing pages or blog post.
On the lower end of the pricing spectrum, you'll find products such as Infusionsoft, which costs $379 per month for five users, 50,000 contacts, and unlimited emails per month. The Complete package also includes Infusionsoft's four core feature sets (CRM, e-commerce, marketing automation, and sales automation) at no extra charge. SendinBlue and Zoho Campaigns both offer free plans for anyone who is unwilling to spend even a dime for marketing workflows. Both tools scale upward for added capacity and complexity, and each offers pay-as-you-go plans for companies just dipping their toes into email marketing and marketing automation.
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.
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.
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
Marketo is a flexible marketing automation platform trusted by over 2300 customers across the globe. Accessible on both desktop and mobile devices, the software provides a variety of features for B2B marketing, lead management, email campaigns, budgeting, and ROI optimization. The platform also allows for real-time personalization, so you may engage your target market proactively and effectively. As for pricing, Marketo is only available on a by-quote basis, so be sure to get in touch with their representative.
I recently had my MailChimp account suspended. One of my sites is in the ‘make money online’ space. It’s a completely legitimate website, but apparently if your emails contain keywords they don’t like, they will suspend you. I would not recommend using them. Contacting support I just get form responses that are completely unhelpful. There’s no phone support- just account termination. Really bad experience. Luckily, this is a very new site- but imagine if you have thousands of emails and they just shut you down without ANY recourse.
When a subscriber is sorted into a segment, it can trigger an automation to send to them. Each person’s interactions with your email campaigns or your website can trigger a sequence of follow-up emails based on their interests, allowing you to hone your message to your targeted audience. For example, if someone visits your pricing page, you know they’re probably further down your sales funnel and will want to follow-up appropriately. Or if they went to a specific product page or clicked on a link for that product, you can send additional information about the product, testimonials and more.

Office Autopilot plans all start at above $200 a month. These are the top 10 autoresponder and email marketing tools on the market today. You have options all the way from free to several hundred dollars a month, from basic functionality to complex analytics and shopping cart integration. The one you pick depends entirely on where your business is and what it needs.
I have had to use autoresponders but I remark that I have not been adding a lot of messages to the sequences. I guess it is something that could help the subscriber have more trust in you and not forget about you. on the other hand i have been receiving mails from a marketer who does not send a lot of messages and I think that it could make the messages sent to me valuable.
The best email marketing automation tools depend on your budget and email campaign goals. Here are some to consider. MailChimp offers a free plan for up to 2000 subscribers, so it’s a popular email marketing service to start with. Alternatives to MailChimp include Constant Contact and Aweber. If you need to include more features, try an email marketing software such as Hubspot or Infusionsoft, which many larger and small businesses use. Whichever you choose, you can easily hire an email campaign marketer to help you set up your personalized email address and create an email newsletter template.

Advanced list management features whereby some marketing automation solutions are often ‘de facto’ also used as CRM tools since they offer so many features in this regard. However, virtually all marketing automation software also connects with different CRM systems as the list features are most often used for and by marketing whereas the CRM system is (also) used by sales (and other departments).


ActiveDEMAND is a flexible marketing platform for digital marketing agencies and marketers. ActiveDEMAND packages range from the full-featured call tracking application for the small business marketer to the powerful Marketing Agency Portal designed for digital marketing agencies with multi-client management needs. Engage and track prospects using the integrated, comprehensive call tracking module, do more with built-in email templates, landing pages and social media. Convert leads and prospects into customers using automated marketing to manage nurture campaigns, auto-replies and more. Retain customers and grow your repeat businesses with powerful newsletters, special promotions and more.
Marketing automation has shifted away from the pure automation aspect to an integrated marketing approach whereby automated workflows, pre-defined scenarios and various customer-driven triggers are set up in a connected and omnichannel way. A single customer view is essential as is a connected approach, also regarding other systems (CRM, content management, content marketing, social media tools,…), that often however start getting integrated in the offerings of some vendors.

Why not resurrect old posts? You can bet your readers, especially new subscribers, haven’t read everything you’ve published. Consider scouring your blog for posts that remain valuable. You might batch together several that cover a single category to make it easy to create a topical and thematic series. Or, you might have written a series of posts in the past that could be ideal for an autoresponder series.
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)
SendPulse is a versatile platform that offers not only email, but also web push notifications, SMS, Viber and transactional emails. It’s no surprise then that they’d also include autoresponders as part of its offering. These are available to use on SendPulse’s free plan, which allows for 15,000 emails per month for up to 2,500 subscribers. Impressive!
Optimizely is an online marketing platform focusing on website development. Having served more than 6000 companies, they optimize and streamline digital experiences for businesses and customers alike. The software offers behavioral audience targeting and analytics tools to help you take out the digital guesswork and create smarter business decisions based on hard facts. It is also backed with an enterprise-grade security system to keep your data protected. For pricing, they offer three quote-based subscription packages based on your business’ needs.
With that said, we still use SendinBlue to this day and consider it to be a good, stable, and relatively simple marketing automation tool. Being a French company, SendinBlue was one of the first marketing automation companies to declare GDPR compliance, and their history in transactional email has meant that they’ve been able to offer many marketing automation features that are difficult to find elsewhere, such as SMS messaging and real-time deliverability reporting.
However, the term “marketing automation” has become a buzz-word, where marketers seek out marketing automation software under the impression that all of the digital marketing tools necessary for growth, including those needed to generate new leads, roll up under the hood of marketing automation. This misconception leaves many marketers with sophisticated tools to automate the middle of their funnel, but no solution to generating new leads to nurture in the first place.
Constant Contact is an email marketing software serving over 650,000 small businesses and startups. Known for its intuitive yet user-friendly features, this platform is packed with tools for emailing automation, social media management, and contact tracking. Constant Contact has two monthly payment packages: Email starting at $20 and Email Plus starting at $45. For your convenience, they offer a free 60-day trial.
Has a focus on moving leads from the top of the marketing funnel through to becoming sales-ready leads at the bottom of the funnel. Prospects are scored, based on their activities, and receive targeted content and messaging, thus nurturing them from first interest through to sale. Commonly used in business-to-business (B2B), business-to-government (B2G), or longer sales cycle business-to-consumer (B2C) sales cycles, Marketing Automation involves multiple areas of marketing and is really the marriage of email marketing technology coupled with a structured sales process.

dotdigital is a global leader in customer engagement technology and Engagement Cloud is its platform: the preferred choice for growing businesses and ambitious brands. The platform’s impressive features empower over 80,000 marketers across 150 countries to acquire, convert, and retain customers at scale. Users can connect with CRM and ecommerce systems, surface powerful data, and automate intelligent cross-channel messages that resonate with audiences. Established in 1999, dotdigital is a global company with over 350 employees, serving brands of all verticals and sizes. Our easy to use and powerful email solution enables SMBs, large enterprise and agencies to manage and grow their email strategy and more by making it easy to build your own marketing cloud, using our extensive app directory. A Magento Premier Technology, Shopify Plus and BigCommerce partner, dotdigital integrates seamlessly with many world-class ecommerce platforms and CRMs including Salesforce and MS Dynamics. Our recent acquisition of COMAPI cements our commitment to empowering marketers by providing customers with best-in-class omnichannel messaging capabilities such as SMS, live chat and social media integration. Start a free trial: https://www.dotdigital.com/trial/

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.


What we liked: MailerLite’s ease of use makes it an ideal tool for getting started with autoresponders – even beginners can master setting up emails and campaigns fairly quickly. And it’s great that you can use most of the features completely free of charge (as long as you have fewer than 1,000 subscribers). If you do need to upgrade, it’s one of the most competitively priced providers on the market – so it’s a great way to set up cheap autoresponders.
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.
Quality Emailing Tool. Sending emails to the right people at the right time may be one of the most challenging and time-consuming aspects of digital marketing. Fortunately, ActiveCampaign has an email management tool that allows you to create personalized and strategically scheduled emails. Additionally, it can support live ecommerce data and videos to create more engaging content for your clients and leads.

Optimizely is an online marketing platform focusing on website development. Having served more than 6000 companies, they optimize and streamline digital experiences for businesses and customers alike. The software offers behavioral audience targeting and analytics tools to help you take out the digital guesswork and create smarter business decisions based on hard facts. It is also backed with an enterprise-grade security system to keep your data protected. For pricing, they offer three quote-based subscription packages based on your business’ needs.
Use demographics, behavioral data, and other prospect information to separate hot leads from “just browsing.” Route leads into nurture and drip campaigns based on their qualifications. Every company scores leads a little differently, but the main goal is to identify the most promising leads for your organization at a given time or for a given campaign. A lead score assesses the activities that a prospect has engaged with on your website, for example, downloaded a datasheet, watched a demo video, or filled out a contact form. A lead grade is assigned by demographic information, such as industry, title, company information, or market size. The combination of the lead score and grade will signal to marketing and sales who’s hot and ready to purchase, and who needs more nurturing via a drip campaign.
I recently had my MailChimp account suspended. One of my sites is in the ‘make money online’ space. It’s a completely legitimate website, but apparently if your emails contain keywords they don’t like, they will suspend you. I would not recommend using them. Contacting support I just get form responses that are completely unhelpful. There’s no phone support- just account termination. Really bad experience. Luckily, this is a very new site- but imagine if you have thousands of emails and they just shut you down without ANY recourse.
Email Marketing Automation isn’t just for big companies. Constant Contact’s powerful, yet simple tools can help your organization develop more efficient and strategic email marketing, so you can save time while growing your business. Send a single welcome email, or an automated email series that nurtures leads. Build your list with ease, then send targeted messages to specific contacts. And get more value out of each email with action blocks that encourage subscribers to buy or donate. After all, the best results come from sending the right message to the right people at the right time—automatically.
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.
Use personalization. Personalizing the content of your emails (depending on your segment from Chapter 3) will make it so much more relevant and valuable to them. Personalization goes beyond sticking your subscriber’s first name into the email. You need to tailor the actual content of the email to address their needs. For instance, an online retailer will find it much more valuable to read an email with the subject line, “How to build backlinks to your eCommerce store” than just a generic subject line, “How to build backlinks.”
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