Uses tracking codes in social media, email and webpages to track the behavior of anyone interested in a product or service to gain a measure of intent. It can record which social media group or thread they followed, which link was clicked on in an email or which search term was used to access a website. Multiple link analysis can then track buyer behavior - following links and multiple threads related to product A but not B will show an interest only in A. This allows more accurately targeted response and the development of a nurturing program specifically targeted towards their interest and vertical market. Due to its interactive nature this has been described as Marketing Automation 2.0.
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:
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.
Sales is all about speed. How long does it take you to respond to a customer? Was your conversation efficient while still being educational? Most importantly, did you get there before the other guy? Choosing a CRM to match the lighting speed of your sales team can bog you down in lots of calls and meetings. So we did the research for you to find the top 20 most user-friendly CRM software products. Stop shopping and start selling!
LeadSquared Marketing Automation is a cloud-based platform catering to the marketing needs of different business sizes. It aims to streamline marketing campaigns using best-in-class tools for automation, analytics, lead management, website tracking, and list segmentation. Accessible on Windows, Linux, Mac, and mobile devices, LeadSquared Marketing Automation may cost from $200 per month to $1800 per month depending on the number of contacts you process.
Userfox works primarily with tech companies, so if you’re in the industry, you’ll be in good company. Like Customer.io, userfox has a lightweight interface and is designed to trigger emails based on events (rather than just pageviews), so if that’s important to you, userfox is a great choice. You might also consider userfox if you’re already using AdRoll, as the acquisition likely means a tight integration between the two products in the future.
Email marketing is one of the most cost-effective ways to promote your business, whether your goal is to build your brand or sell more stuff. Our field guide provides everything you need to know to make the most of this platform. Learn how to create an email marketing plan, design effective emails, and test them. Then discover the power of automation and how to measure the success of your emails.

The consequence is that marketers begin buying lists of email addresses to nurture instead of generating inbound leads. While it seems like a quick fix, it's not a long-term solution, nor does it create the fertile ground for a healthier, longer relationship with your future customers. In our plant analogy, it's sort of like using artificial chemicals or enhancers to make your plant grow faster. Sure, it seems like a good, quick fix--but it doesn't set you up for future, long-term success.  

Ask a stimulating question. Ask your subscribers a question and invite them to reply to your email to answer. You could ask what they’re struggling with (related to your topic), how they found your site, or what challenges they’re facing right now. This information is also marketing gold for you — it gives you ideas for more autoresponders, blog posts, podcast episodes, and other content.

He is the owner of jeffbullas.com. Forbes calls him a top influencer of Chief Marketing Officers and the world's top social marketing talent. Entrepreneur lists him among 50 online marketing influencers to watch. Inc.com has him on the list of 20 digital marketing experts to follow on Twitter. Oanalytica named him #1 Global Content Marketing Influencer. BizHUMM ranks him as the world's #1 business blogger. Learn More
Oracle Bronto is the premier cloud-based marketing platform for commerce. With an advanced marketing automation engine and solutions for browser and shopping cart abandonment, recommendations, post-purchase campaigns and powerful ecommerce integrations, the Bronto Marketing Platform helps marketers maximize engagement and drive revenue by automating targeted, personalized email and cross-channel marketing campaigns at scale. Bronto offers a full suite of enterprise features and an extensive array of partner integrations to help commerce marketers accomplish more, while saving time and resources. Over 1400 brands worldwide rely on Bronto, including a client roster of high-growth brands, including Rebecca Minkoff, Lucky Brand, Theory, Timex, Ashley Homestore and Christopher & Banks. For more information, visit bronto.com.

The primary purpose of a transactional email is to convey information regarding the action that triggered it. But, due to their high open rates (51.3% compared to 36.6% for email newsletters), transactional emails are an opportunity to introduce or extend the email relationship with customers or subscribers; to anticipate and answer questions; or to cross-sell or up-sell products or services.[4]
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.
Transactional emails are usually triggered based on a customer's action with a company. To be qualified as transactional or relationship messages, these communications' primary purpose must be "to facilitate, complete, or confirm a commercial transaction that the recipient has previously agreed to enter into with the sender" along with a few other narrow definitions of transactional messaging.[3] Triggered transactional messages include dropped basket messages, password reset emails, purchase or order confirmation emails, order status emails, reorder emails, and email receipts.
Auto-responders are an excellent offer or follow-up when someone gives up their email address. A short, topical sequence of 3-6 emails that deliver value to the reader are particularly effective. Linking back to your website or blog for ‘read-more’ achieves good tracking opportunities too. There are many email systems that will support and deliver this. The challenge is to identify the trigger event, and create engaging messages. Great discussion. Good luck.
All in one Sales Execution and Marketing Automation Platform. Map your entire business process in hours not months. Designed to help you sell faster. With LeadSquared’s Marketing Automation tool you can:  Push your leads down the conversion path by sending the right message at the right time using automation.  Run high-performing email marketing campaigns with dozens of ready-to-use email templates to choose from.  Follow every movement of your lead with website tracking and prioritize them based on lead score and lead quality.  Create responsive landing pages in no time with numerous templates to choose from.  Organize and segment your leads on various factors to run targeted email and drip campaigns.  Integrate seamlessly with apps you love. Key LeadSquared Solutions are: 1) Lead Nurturing: Make your leads travel faster down the sales tunnel by using: a) Autoresponders: Ensure that the leads are greeted with relevant emails and SMS’ as they arrive. b) Drip Marketing: Send your prospects exactly what they need and when they need it. c) Email Marketing: Build and send beautiful emails that perform great on all devices. d) Lead and Website Tracking: Track all your lead activities and nurture them based on their actions on your website. e) List Segmentation: Segment leads based on their profiles and interests to nurture them accordingly. f) Content Library: Store your nurturing emails as templates to reuse them easily. 2) Lead Management System: Map your entire lead management process from capture till conversion with LeadSquared’s feature rich and hassle-free lead management system which include: a) Lead Capture Automation: You can ensure that no leads slip through the cracks and seamlessly capture leads from all your sources. (PPC, Social Media, Website, phone and more.) b) Email Integration: Sync your email inbox with LeadSquared to capture all prospect conversations. c) Lead Qualification: Use lead quality and activity scoring to identify and chase the best leads first. d) Lead Distribution: Assign leads to relevant sales people automatically, based on any rules you set. e) Tasks and Reminders: Automatically set tasks for your sales people based on lead actions. f) Source Tracking: Identify the lead generation sources working best for you. 3) Sales Management: It includes everything you need to manage your inside and field sales teams. a) Sales Tracking: Track everything - your salespeople, their performance and revenue. b) Sales Alert: Notify salespeople whenever their leads take an important action. c) Sales Automation: Leave repetitive yet important tasks to sales automation. 4) Marketing Analytics: Use our analytics to run data-driven campaigns and get better at marketing every single day. a) Drip Analytics: Get performance reports for each step of your drip marketing campaigns. b) Email Analytics: Analyze and improve each aspect of your email marketing campaign. c) Landing page: Get conversion analytics for each landing page and web form. d) Lead Funnel: Find where the leads are at each step of your marketing funnel. e) List Engagement: Find how engaged a list is by looking at its engagement index.
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.
Whether you already have a list of subscribers or are starting from scratch, email marketing services can help. All of the services we cover let you add contacts manually using copy and paste or by uploading CSV or Microsoft Excel files. Some integrate with third-party software enabling you to import Gmail and other webmail contacts, Salesforce.com and other customer relationship management (CRM) data, or other software where you might have contacts stored. Depending on the size and location of your list, third-party integration could be key. Verify whether you can export contacts as well (and how easy it is to do so) should you leave the service. Managing users who unsubscribe should also be easy so you're not accidentally contacting anyone who has opted out of your newsletters.
Marketo is great for companies who are going to make use of the tool’s many features that go beyond basic marketing automation. It’s not the most expensive tool, but it’s certainly not the cheapest either. If you’re not going to use the advanced functionality of the system, you can get similar results with one of the less expensive tools. However, if you want to start with the basics and move into the more advanced functionality in the near future, it could be a good idea to start with a tool like Marketo so that you don’t have to switch over all your data and campaigns down the line. We also like that Marketo has a very large and active knowledge base, which is a great resource for new users.
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.
Marketo is great for companies who are going to make use of the tool’s many features that go beyond basic marketing automation. It’s not the most expensive tool, but it’s certainly not the cheapest either. If you’re not going to use the advanced functionality of the system, you can get similar results with one of the less expensive tools. However, if you want to start with the basics and move into the more advanced functionality in the near future, it could be a good idea to start with a tool like Marketo so that you don’t have to switch over all your data and campaigns down the line. We also like that Marketo has a very large and active knowledge base, which is a great resource for new users.
It opens the door for irrelevant, spammy, automated messages. Understanding that a large database of leads is required for marketing automation to have any effect on their bottom line, many marketers end up buying lists of contacts to nurture with marketing automation. The consequences of list-buying are numerous, but most importantly this spammy tactic produces incredibly low ROI. Along with the cost of buying these lists, sending unsolicited emails to people who have never requested any information from you leads to low engagement and hurts your IP address reputation, lowering your email deliverability rates.
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.
In-Depth Analytics. Evaluation is an important aspect of any marketing campaign, but the process of collecting and organizing data for the task can be overwhelming. This is why it’s important to choose marketing automation solutions that have built-in analytics tools. With these, you can get complete insights on your marketing campaigns effortlessly.
The input from interactions with customers is more important than ever. We need to move from being responsive to pro-sponsive, another key evolution we’ll see in the marketing automation space and even in marketing campaigns. We also need to move to a model whereby the overall customer lifecycle is taken into account. The boundaries of the organization are blurring and so is the definition of the customer, even if we have to prioritize and remember those essentials.
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.
Zaius is a CRM & Marketing Automation platform built for ecommerce brands. By combining a single customer view, real-time, multi-channel marketing automation, and cross-channel attribution, Zaius empowers marketing teams to drive more repeat purchases and maximize customer lifetime revenue - without any IT support. It’s the first CRM built specifically for B2C marketers.
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!?

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.

BuzzFeed – The popular news and entertainment website earns revenue by selling advertisements on their site, so the key objective of their marketing team is to drive more traffic. With that in mind, BuzzFeed sends regular email newsletters containing links to stories on their website with the goal of increasing the number of visits they get each month and increasing the amount of revenue they generate.


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.
HubSpot is a leading growth platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 52,000 total customers in more than 100 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to Grow Better. HubSpot Marketing Hub has everything you need to run successful inbound marketing campaigns that make people interested in your business and happy to be your customer.
Klaviyo is a modern marketing platform that lets ecommerce brands build an unlimited number of high-value customer relationships. Unlike other software, Klaviyo does not force you to trade off between ease of use and powerful functionality—and that means merchants can take advantage of the most impactful email and Facebook strategies without slowing down. That’s why over 10,000 innovative ecommerce brands like Brooklinen, Bonobos, and Outdoor Voices power their marketing with Klaviyo.
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.

4. Make Links Clear and Visible & Use Text Links: Make sure that all links to your product purchasing pages are clear and visible. When possible, default to blue, underlined links for easy user recognition. Though in web design it is often unadvisable to use the words "click here" in a link, in email design it typically is more effective to use the words "click here." Make sure that your links are text links and not image-based links as images may not appear in all emails.

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.


Automation also provides opportunities for personalization. Each interaction with an email or your website can trigger a follow-up based on those activities. What’s more personalized than a user experience specifically tailored to an individual’s interests? It will make your subscribers feel like you’re completely attuned to their needs and that you care about what’s important to them.
Autoresponders were built for you to send a single email based on a contact's action. Mailchimp's newer marketing automation feature offers many more options, including the ability to schedule multiple emails based on many trigger activities. Although we strongly recommend you take advantage of this powerful tool, you can continue to use legacy autoresponders in your account.

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.


The key to separating the best technology solutions from the lesser choices lies in properly understanding the modern customer, and what it demands. Eighty-eight percent of top marketers say a customer journey strategy is critical to the success of their overall marketing . So what do customers want? There is no one answer to that question, but perhaps more than anything else the modern customer is looking for a simplified and cohesive shopping experience. This is the type of “customer journey” that top marketers should be looking to provide.
I have to say I’m so insanely jaded by autoresponders since I’ve been in the web marketing business that I snub the thought of using them personally…but isn’t that the temptation we can so easily fall into…especially since we forget that most people are UNDER exposed to them and see them for the fresh content, authority-inducing mechanism they are.
However, as email marketing developed as an effective means of direct communication, in the 1990s, users increasingly began referring to it as "spam", and began blocking out content from emails with filters and blocking programs. In order to effectively communicate a message through email, marketers had to develop a way of pushing content through to the end user, without being cut out by automatic filters and spam removing software.
At its best, marketing automation is software and tactics that allow companies to buy and sell like Amazon -- that is, to nurture prospects with highly personalized, useful content that helps convert prospects to customers and turn customers into delighted customers. This type of marketing automation typically generates significant new revenue for companies, and provides an excellent return on the investment required.
Marketo is great for companies who are going to make use of the tool’s many features that go beyond basic marketing automation. It’s not the most expensive tool, but it’s certainly not the cheapest either. If you’re not going to use the advanced functionality of the system, you can get similar results with one of the less expensive tools. However, if you want to start with the basics and move into the more advanced functionality in the near future, it could be a good idea to start with a tool like Marketo so that you don’t have to switch over all your data and campaigns down the line. We also like that Marketo has a very large and active knowledge base, which is a great resource for new users.
Infusionsoft is a web-based marketing automation platform trusted by freelancers and small businesses worldwide. Serving 23,000 users in different countries, it provides a wide variety of options for marketing automation, CRM, and sales. Whether you need to process payments, track orders, publish content, or handle your referral program, it can do it all. The onboarding cost for Infusionsoft is $299. From there, they offer pricing plans according to the features you need and the number of people who will be using the software.
LeadSquared is a lead to revenue platform and it takes care of the lead capture to revenue cycle for several segments of B2C businesses like training providers, health and wellness, travel and tour agencies, etc. Most of the marketing automation softwares out there, are made to address needs of B2B firms and integrate with CRM. This combo is costly and becomes too complex for a typical user in a B2C setup. For such category of firms in B2C which are marketing-led, our solution can obviate the need of a CRM altogether and provide them with the best in class marketing technology.
It’s time to integrate, connect the dots and – please – drop the ‘this channel trumps that channel’ approach. It’s time to look at the customer reality and business goals instead of at research and opinions to polarize discussions. Marketing is connected and so are customers and their journeys. Deal with it. They’re not just connected with others (and, wake-up call, always have been), they’re also connected with our businesses across several touchpoints, far beyond the reach of the single campaign.

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.
Netsuite is an advanced marketing automation software capable of automating various marketing specific processes, flows, and tasks. You can use the platform to create multiple campaigns and align the same with your sales team. The execution of multiple marketing campaigns driven by email, social media, event management, and others can be streamlined effortlessly using Netsuite.

Thanks Marcus for the comparisons, but I am somewhat confused by this post. It says 2018 in title, but yet comments are from 2014-17. I’m assuming it was originally written earlier and you’ve updated. I’d be curious what edits were made; how your opinions may have changed; who are the new top contenders for 2018. With all the growth in the marketing automation space in past 3 years, it couldn’t be simply updating the title. Also curious if a company is already tied to Salesforce for CRM does that necessarily lift Marketing Cloud as the premier choice?
Paid Plan – The paid plan consists of multiple sub-plans & starts from $10/month for 2000 subscribers. The list of features includes advanced list segmentation, 3rd party integrations, custom opt-in forms, removal of Moosend branding etc. Take a look at some of the other cost schemes with different number of subscribers & unlimited email campaigns:-

Talk of the South is also a source of revenue for Garden & Gun. As you can see in the screenshot above, the newsletter features advertising, just as the print and online editions of the magazine do. However, the ads aren’t intrusive and are highly targeted and relevant to Garden & Gun’s readership. I’d be very interested to see the CTR data of these ads, as I suspect it would be high in comparison to traditional website banners.


Perhaps it should go without saying, but usability is also a very important factor in choosing a marketing automation platform. It should be intuitive enough that it does not require days or weeks to get the hang of, and require little or no advanced knowledge. Furthermore it is important to check user interface on every screen size, to make sure that it is easy to use across all mobile devices and platforms.
A Solution Dynamics product, Bremy offers internet-based, multi-channel publishing products and services. Offered via a variety of modules focused on different facets of digital publishing and marketing, such as email newsletters, video proofing, and database publishing, Bremy enables modern enterprises to configure a customized solution for boosting marketing efficiency.
For example, if you set up an autoresponder with an interval of 24, and you receive an email from john@example.com at 8 am on Monday, the autoresponder will respond to his message immediately. If, however, john@example.com continues to email you throughout the day, the autoresponder will not send him another response for 24 hours after his initial email (in this case, 8 am Tuesday). If he emails you again after the 24-hour interval expires, he will receive an auto response.

HubSpot Marketing is a top-of-the-line inbound marketing software that focuses on growing traffic and increasing lead conversions. With robust tools for blogging, emailing, SEO, marketing automation, lead management, and analytics, this platform can give you the things you need to launch effective campaigns. The system also integrates with multiple CMSs, email service providers, eCommerce tools, and social networks. The vendor offers a great free trial plan for those who’d like to try out the key features of the product first. You can easily sign up for HubSpot Marketing free trial here.
Conduct campaigns, prioritize and focus on the basics of conversion, optimization and customer experiences but at the same time don’t ignore the voice of the customer, the clear shifts and the channel-agnostic reality with more stakeholders than ever before because you want to stick to a channel-centric mentality. In the end that’s where social CRM – in the true sense of the word – comes in.

SALESmanago Marketing Automation provides an easy to implement next generation solutions that redefine the way traditional marketing tools are used. Every day we are going above and beyond the expectations regarding the capabilities of email marketing, dynamic & personalized website content, social media marketing, anonymous marketing automation, online advertising and mobile marketing. Our main goal is to create a product that empowers its users to implement any kind of marketing processes they desire and gets their business to the next level.
Just one subscriber and something to say, that’s it! Don’t wait to have a “large list”. Email Marketing has no limits in size, BIG or small. When it comes to using a tool like Benchmark, the last thing you want is to have to learn something new. That’s why Benchmark Email was created with familiar tools in mind. Here is how and what you will need to get started
Take the email below from Paperless Post, for example. I love the header of this email: It provides a clear CTA that includes a sense of urgency. Then, the subheader asks a question that forces recipients to think to themselves, "Wait, when is Mother's Day again? Did I buy Mom a card?" Below this copy, the simple grid design is both easy to scan and quite visually appealing. Each card picture is a CTA in and of itself -- click on any one of them, and you'll be taken to a purchase page.
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