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.


Get to know your prospects and what they’re looking for. Learn who they are, what role they play (for B2B marketers), what their pain points are, and how you can help. A common technique is to set up a lead capture page (that is, a landing page). Lead capture pages often ask visitors for something in exchange for a reward. For example, a user may be asked to enter her email address, zip code, and job title in exchange for a downloadable e-book or white paper, an entry to a sweepstakes raffle, or a promotional coupon or discount code.


I don’t have a lot of patience for email marketing software in my role as Copyblogger’s Editor-in-Chief. I need a solution that is intuitive and allows me to focus on the creative message I want to communicate, rather than technical hurdles. I’m picky, and ConvertKit helps me achieve my goals without having to make any compromises in terms of functionality. — Stefanie Flaxman, Editor-in-Chief, Copyblogger

Adestra is a leading global provider of First-Person Marketing email and lifecycle marketing solutions for global and growing brands alike. The company's industry leading email marketing and automation platform provides marketers with a powerful infrastructure that helps them communicate more effectively with their customers and subscribers by providing hyper-relevant context. This proprietary technology also allows for automated email messaging and incorporates enterprise-class native functionality, which reduces implementations. Along with a superior platform to execute marketing automation, Adestra was founded on the principle that marketing success takes more than technology, which is why customer service is at the heart of our business. Adestra is more than software as a service. Adestra is Software AND a Service®.
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.
Pretty much everything that Hubspot offers can be found elsewhere at a much lower cost. And yes, while it is true that Hubspot does offer a free version of their software, this doesn’t include any of their marketing automation features. If you’re looking to use Hubspot for marketing automation, you’ll need to cough up at least $800/month (paid annually), plus an additional $3,000 in onboarding fees. In other words, if your marketing automation budget is below $12,600/year, you may want to move on to our next suggestion.
The HubSpot dashboard enables teams to immediately sort the contracts won (or not) and maintain a clear view of their performance toward their goals. HubSpot’s CRM automatically tracks customer touchpoints across different channels and keeps a timeline of all calls, emails, and meetings involving specific customers. The platform also helps create personalized paths to purchase and compile data showcasing how every marketing campaign contributed to sales.

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.
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.
As mentioned before, the type of email campaign you send depends entirely on your goals with email. If you’re looking to drive direct sales then sending marketing offer and announcement campaigns are going to return the best results, however if you are simply looking to keep your existing customers up-to-date on the latest projects, products or developments at your company, then sending a regular newsletter is going to be the best way to achieve that.

If you have written a custom script using our contact_add() or contact_edit() API functions, and you find that your new contacts are not receiving instant auto responders, a common problem is that the API function’s variables are not set correctly. Double-check your script, and make sure that the “instantresponders” variable is set to 1 (NOTE: This would not work with Free plans). Also, make sure that the “noresponders” variable is not set, or is set to 0.


We also love how consistent the design of Uber's emails is with its brand. Like its app, website, social media photos, and other parts of the visual branding, the emails are represented by bright colors and geometric patterns. All of its communications and marketing assets tell the brand's story -- and brand consistency is one tactic Uber's nailed in order to gain brand loyalty.

Auto responders present an excellent opportunity to create email marketing results with minimal effort after the initial build out. However, the key to success is to think through the process during the build out and to monitor the program carefully for the first several months in order to optimize it. We'll discuss auto responders throughout the remainder of this book when talking about email design, implementation, tracking and optimization.


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).

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.


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.

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.
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.

Getting started shouldn't be daunting. Generally, you'll know right away whether you like a user interface (UI) or not, and most of the contenders we reviewed offer free trials so you can poke around before dropping any cash. Luckily, most of these services have modern-looking graphics and uncluttered layouts. These are not the complex business software UIs of yesterday. Be careful, though, as some free trials require a credit card. This means you need to be sure to cancel your trial before you're billed if you're not happy with the service.


The goal of the platform is to spark new relationships and rekindle old ones — Autopilot has found that two times as many leads are generated by businesses that maintain contact every two to four weeks. By capturing data from a small business’s website or app, the platform can integrate with other systems to fuel personalization and segment customers. It then monitors the performance of each journey and delivers insights into how messages are converting so entrepreneurs can adjust instantly.

Netcore Smartech is a leading cloud-hosted campaign management and marketing automation program focusing on business growth. It aims to help users deliver unparalleled customer experiences through its customer journey mapping, cross-channel automation, funnel analytics, and messaging tools. The Netcore Smartech platform is offered through a quote-based payment system. For estimates, contact the vendor.


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.
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.
One of the most simple and effective ways to re-engage an inactive subscriber is to tell your subscribers that you’re going to remove them from their list, but give them an opportunity to opt back in to your emails. Everyone wants what they can’t have and it might be just the thing that makes them feel like they need to start engaging with your email campaigns.
We’re fond of saying that Net-Results is the 1st choice of people buying marketing automation for the 2nd time. This wasn’t devised in a marketing meeting, it's something we discovered talking to customers who love us. Marketers who've spent time using our competitors' software - those who've experienced what it's like to work with those vendors and their products - are consistently the ones who love us the most. Let's talk. You may love us too :)
The first autoresponders were created within mail transfer agents that found they could not deliver an e-mail to a given address. These create bounce messages such as "your e-mail could not be delivered because..." type responses. Today's autoresponders need to be careful to not generate e-mail backscatter, which can result in the autoresponses being considered E-mail spam.

366 Degrees is a marketing automation platform that allows small to medium businesses to communicate with leads across several channels and track their interaction with your content. With integration into the CRM platform of your choosing, you can keep your lead database up to date across your marketing and sales teams. 366 features smart content creation with pre-made HTML snippets that make creating emails and landing pages easy, no coding background needed! Then, track your leads' interactions with your content and automatically follow up with behaviorally cued automatic drip campaigns. 366 features integrations to Salesforce, Datanyze, Nimble, and now Vidyard for video marketing made easy. Drop video into emails, landing pages, or social posts and watch leads pour in.
Click through rates. Once your subscribers have opened your email, are they actually taking the action you need them to take? If you think that you have a low click-through rate, perhaps your body copy is not as effective as it needs to be. Consider the following: Is the copy of your email relevant to the subject line? Did you offer real value to your subscribers in the email? Is your call-to-action clear enough? Is the link easy to find?
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