{"id":27077,"date":"2021-11-10T08:54:42","date_gmt":"2021-11-10T08:54:42","guid":{"rendered":"https:\/\/precisebusinesssolutions.net\/?p=27077"},"modified":"2021-11-10T08:54:42","modified_gmt":"2021-11-10T08:54:42","slug":"what-is-marketing-automation-the-definitive-guide","status":"publish","type":"post","link":"https:\/\/reactlocal.com\/blog\/what-is-marketing-automation-the-definitive-guide\/","title":{"rendered":"What Is Marketing Automation? \u2013 The Definitive Guide"},"content":{"rendered":"<p><strong>What Is Marketing Automation?<\/strong><\/p>\n<p>If you\u2019re a marketer, you\u2019ve probably heard of marketing automation. We\u2019re going to bet though, that 90 percent of you have no clue what the term means. We don\u2019t blame you \u2014 \u2018marketing automation\u2019 is a mouthful to say, and there probably should be a better way to describe the concept.<\/p>\n<p>Let\u2019s start by investigating the problem.<\/p>\n<p>Marketing is the lifeblood of every brand-to-customer (or prospect) relationship. The field is also heavily integrated with sales. When companies first launch, they\u2019re typically run by builders and sellers. Builders create the product, while sellers are out in the field forging 1:1 connections with potential customers.<\/p>\n<p>The sales process is marketing in its most nascent stages.<\/p>\n<p>As a company starts to grow, it\u2019s impossible to maintain 1:1 relationships with everybody. At this point, it\u2019s time to hire a marketing director who can build performance-driven, conversion-centric programs at scale.<\/p>\n<p>Eventually, your company\u2019s marketing program will get so big that you can\u2019t \u2014 possibly \u2014 manage everything via Outlook, Word, and Excel spreadsheets. You could always hire a team of marketing specialists, but eventually, you\u2019re going to start wasting cash on redundant tasks like emailing new customers, setting up social media-to-email programs, and emailing your users every time you post blog content.<\/p>\n<p><strong>That\u2019s where marketing automation comes in.<\/strong><\/p>\n<p><strong>Definitions of Marketing Automation<\/strong><\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-01.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>Marketing automation is a tough concept to capture in just a few words. The best way to understand the concept is to survey the landscape. Here are the most descriptive and comprehensive definitions that we\u2019ve found:<\/p>\n<p><em>Marketing automation is a category of software that streamlines, automates, and measures marketing tasks and workflows so that companies like yours can increase operational efficiency and grow revenue faster. \u2013 Marketo<\/em><\/p>\n<p><em>Marketing automation is the use of software to automate marketing processes such as customer segmentation, customer data integration, and campaign management. The use of marketing automation makes processes that would have otherwise been performed manually much more efficient, and makes new processes possible. Marketing automation is an integral component of customer relationship management. \u2013 SearchCRM<\/em><\/p>\n<p><em>Marketing automation is the use of software and Web-based services to execute, manage and automate marketing tasks and processes. It replaces manual and repetitive marketing processes with purpose-built software and applications geared toward performance. \u2013 Techopedia<\/em><\/p>\n<p><em>Marketing Automation a subset of customer relationship management (CRM) that focuses on the definition, scheduling, segmentation 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 Times<\/em><\/p>\n<p><em>At its best, marketing automation is software and tactics that allow companies to buy and sell like Amazon \u2013 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. \u2013 Hubspot<\/em><\/p>\n<p><strong>Separating Fact from Myth<\/strong><\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-02.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>It\u2019s common for marketers to talk about marketing automation and email marketing interchangeably. The fact is that email marketing is a component of marketing automation, but the two are far from the same thing.<\/p>\n<p>Marketing automation combines disparate customer acquisition and retention channels to conform to conform to your company\u2019s conversion funnel.<\/p>\n<p><strong>Yeah, that was kind of a mouthful.<\/strong><\/p>\n<p><strong>Here is what we mean<\/strong><\/p>\n<p>Any company\u2019s buy cycle will span multiple touch points. For instance, a customer may find your company through search. He may decide to \u2018like\u2019 your company\u2019s Facebook page and then come back to your site to read a recently shared blog article. Your awesome blog content may convince him to become an email subscriber.<\/p>\n<p>Conversion paths are unique. Imagine trying to chase down hundreds of them \u2013 it\u2019s impossible. That\u2019s where marketing automation comes in.<\/p>\n<ul>\n<li><strong>Fact: <\/strong>Marketing automation connects multiple touch points and marketing channels including social media, email marketing, and content marketing. One of the core goals of marketing automation is to nurture prospects for the long-term, which mean focusing on goals beyond direct sales.<\/li>\n<li><strong>Myth: <\/strong>Marketing automation is cold, inhuman, and impersonal. <em>\u201cAutomation\u201d<\/em> is just another way of saying that we\u2019re spamming people.<\/li>\n<li><strong>Fact: <\/strong>Marketing automation makes it easier to send personalized, 1:1 targeted messages. In other words, marketing automation makes communication stronger. When you automate your marketing, you can focus more heavily on the quality of your campaigns and messaging. Marketing automation gives your team the ability to add more personal touches to your campaign \u2013 by collecting data on a prospect\u2019s interests and goals, you can custom-tailor future offers so that they are more relevate.In fact, marketing automation will empower your organization to do the following:\n<ol>\n<li>Add dynamic content based on an individual\u2019s specific user profile. For instance, you can send targeted offers based on website patterns.<\/li>\n<li>Categorize customers and prospects by common behaviors, interests, and demographic details. These will be dimensions for segmenting your customers.<\/li>\n<li>Develop optimal marketing patterns. Marketing automation can help your company test different variables like email send times, subject headings, and ideas for personalization.<\/li>\n<li>Integrate marketing channels to deliver a comprehensive, cross-platform user experience. Make sure that every touch point is carefully planned for optimal conversion optimization.<\/li>\n<\/ol>\n<\/li>\n<li><strong>Myth: <\/strong>Marketing automation is spam.<\/li>\n<li><strong>Fact: <\/strong>No way. Marketing automation is one of the most user-friendly marketing channels out there because it\u2019s tailored around personalized user experiences. You\u2019re not blasting audiences with an advertising messages. Imagine instead that you\u2019re nurturing leads and guiding prospects through the sales conversion funnel.<\/li>\n<\/ul>\n<p><strong>What Marketing Automation Looks Like<\/strong><\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-05.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>What we want to express is that marketing automation is about software. Your goal is to grow your email list dramatically. A group of 5 people will be easy to manage, but 10? Not so much.<\/p>\n<p>And many companies are dealing with lists of 10,000 or more. Sometimes 10 million. We\u2019ll walk you through one example\u2014a platform called Act-On.<\/p>\n<p><strong>Act-On is designed for:<\/strong><\/p>\n<ul>\n<li>Small businesses<\/li>\n<li>With limited marketing resources<\/li>\n<li>Who don\u2019t have dedicated IT staff for dedicated database maintenance<\/li>\n<li>Who need a cloud-based solution<\/li>\n<li>Who need a flexible, tiered pricing structure with month-to-month agreements<\/li>\n<\/ul>\n<p><strong>Tip: <\/strong>Different marketing automation platforms are designed for different types of businesses. Act-On is just one solution. It\u2019s critical that your business research marketing automation options\u2014HubSpot, Act-On, GetResponse, Eloqua, MailChimp, and Marketo to figure out which one is the best fit.<\/p>\n<p>Most of these companies have free-trial options, so take advantage of the opportunity to \u2018try before you buy\u2019 first hand.<\/p>\n<p>These companies are all awesome in their own right\u00ad\u00ad\u2014we\u2019re not going to recommend any particular one to you. There is no one-size-fits all approach. You need to choose the solution with <strong>(1)<\/strong> the targeting features you need and <strong>(2)<\/strong> the analytics capabilities.<\/p>\n<p>Other features to pay attention to: CRM integrations, import\/export features of customer data, and the ability to implement your own customizations.<\/p>\n<p>The platform comes with email, website visitor tracking, lead management, social media, CRM, reporting and analytics. A core value proposition is that business owners can execute their marketing from one place to <strong>(1)<\/strong> generate high quality leads and <strong>(2)<\/strong> transform those leads into sales.<\/p>\n<p><strong>Here is what users see when they log-in to the Act-On home screen:<\/strong><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-06.png\" alt=\"\" \/><\/p>\n<p>Here is an example analytics dashboard where Act-On users can preview performance for all e-mail based campaigns.<\/p>\n<p><strong>Notice how Act-On simplifies performance by focusing on three key metrics:<\/strong><\/p>\n<ul>\n<li>Sent emails<\/li>\n<li>Opens on email messages<\/li>\n<li>Clickthroughs to the marketer\u2019s website<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-07.png\" alt=\"\" \/><\/p>\n<p>Seasonality can affect the performance of a marketing automation campaign. Two variables that marketers need to watch are performance by day of the month and by day of the week. Understanding trends bay day can help you optimize the variables that we mentioned above\u00ad\u2014open rates and click-through rates back to your website.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-08.png\" alt=\"\" \/><\/p>\n<p>Marketing automation programs come with integrated A\/B testing software so that you can run experiments and refine your messaging to connect with your target audience:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-09.png\" alt=\"\" \/><\/p>\n<p>Organizations can also maintain controls over who is using the marketing automation software. Typical users will include members of sales, account management, and marketing teams. You can restrict who can send emails, who has access to reports, and who can maintain control over administrative settings.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-10.png\" alt=\"\" \/><\/p>\n<p>To save time and maintain a cohesive brand image, you can use your marketing automation software to create templates, email signature, and message formats. This functionality allows users to establish 1:1 connections in less time\u2014with templates, you only need to change the form fields for names and email addresses.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-11.png\" alt=\"\" \/><\/p>\n<p><strong>Marketing Automation Is More Than Just Software<\/strong><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-12.png\" alt=\"\" \/><\/p>\n<p>We\u2019ve spent a lot of time emphasizing the value of tactics, marketing channels, and software. Keep in mind, however, that marketing automation is something more. As we mentioned in the intro\u2014we wrote this guide to bridge a gap in the marketing automation space.<\/p>\n<p>We did a lot of research before we put this post together. We probably spent more time reading and testing than we did writing. Here\u2019s what we learned:<\/p>\n<p>The core thought leaders in marketing automation are the software companies themselves. This is okay\u2014we think companies like HubSpot, Marketo (and others) are <strong>awesome<\/strong>.<\/p>\n<p>We want to emphasize (and re-emphasize), however, that our guide is software-agnostic.<\/p>\n<p>We definitely think that software is a core part of the marketing automation dialogue, so we\u2019re going to keep talking about it. But we also recognize how important it is to emphasize the strategic dimensions of this marketing practice.<\/p>\n<p>There are a lot of people out there who call themselves \u2018experts\u2019 in marketing automation. But they\u2019re not experts in marketing automation. They\u2019re exceptional at using software.<\/p>\n<p>Marketing automation starts with understanding the difference between \u2018strategies\u2019 and \u2018tactics.\u2019<\/p>\n<p>Strategies are creative\u2014yet structured\u2014marketing frameworks. These programs start with the big picture.<\/p>\n<p>Marketers will then reverse engineer solutions based on goals.<\/p>\n<p>Tactics involve the implementation of specific marketing techniques\u2014for instance, whether or not you want your email subject headings to contain action verbs.<\/p>\n<p>To succeed with marketing automation, you need a healthy mix of strategy and tactics.<\/p>\n<p>We\u2019ve talked about marketing automation a lot, huh? You\u2019re probably wondering what it means. <a href=\"https:\/\/www.act-on.com\/blog\/category\/marketing-automation\/\" target=\"_blank\" rel=\"noopener\">Here is an example from the Act-On Blog<\/a> :<\/p>\n<p><strong>An Example<\/strong><\/p>\n<p>US Fleet Tracking achieves $30,000 revenue in Black Friday campaign<\/p>\n<p>US Fleet Tracking is a provider of Internet-based GPS vehicle tracking and asset management. The company started using Act-On to expand its marketing reach into new customer segments. (using email coupled with a Salesforce integration across desktop and mobile users).<\/p>\n<p>The company was also looking to unify its marketing automation and sales efforts across different functions.<\/p>\n<p>The company decided to implement Act-On to better engage its customers.<\/p>\n<p><strong>The result?<\/strong><\/p>\n<p>25% of email recipients requested a call back. In total, the marketing automation campaign generated $30,000.<\/p>\n<p><strong>Here are the tools that the company used:<\/strong><\/p>\n<ul>\n<li>A real-time dashboard that provided insight into who received the campaign as well as engagement actions (across e-mail, website, form, and content engagement)<\/li>\n<li>Capabilities to personalize messaging to specific client interest.<\/li>\n<li>Reduction in cold calling.<\/li>\n<\/ul>\n<p>US Fleet used marketing automation software to monitor qualified leads (on an individual basis). In one instance, US Fleet was alerted to responded to a potential customer. The result? A transaction valued at <strong>$8,500<\/strong>.<\/p>\n<p><strong>The Role of Inbound Marketing<\/strong><\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-17.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>The term \u2018inbound marketing\u2019 is something that you\u2019ll likely hear about in tandem with marketing automation.<\/p>\n<p>The two go hand-in-hand, but what exactly does <em><strong>\u2018inbound marketing\u2019<\/strong><\/em> mean, and what does it have to do with marketing automation?<\/p>\n<p>The terms <em>\u201cinbound marketing\u201d<\/em> and <em>\u201ccontent marketing\u201d<\/em> are frequently used interchangeably. The two concepts have risen in popularity\u2014in tandem\u2014over the last decade.<\/p>\n<p>Inbound marketing is a customer acquisition practice that is built on human-to-human relationships. <strong>HubSpot<\/strong>, a content marketing and automation platform, is one of the companies that is responsible for making this term popular.<\/p>\n<p>The concept has been around since 2006 and is central to the digital age. In fact, <a href=\"https:\/\/www.quicksprout.com\/go\/qs10543\/\" target=\"_blank\" rel=\"noopener\">HubSpot calls it<\/a> <em>\u201cthe most effective marketing method for doing business online.\u201d<\/em><\/p>\n<p>Instead of relying on outbound marketing methods of buying ads, buying email lists, and aggressively pushing audiences into become leads, inbound marketing is the practice of attracting users through quality content that pulls people toward your company and product naturally. By closely aligning your content and marketing materials with your customers\u2019 interest, your brand is in a position to attract, delight, and engage customers over time.<\/p>\n<p><a href=\"https:\/\/www.quicksprout.com\/go\/qs10543\/\" target=\"_blank\" rel=\"noopener\">As defined by Hubspot<\/a>, here are the biggest forces behind inbound marketing:<\/p>\n<ul>\n<li><strong>Content Generation:<\/strong> Create targeted content that directly addresses your customers\u2019 demands. That content should be extremely high-quality, entertaining, engaging, &amp; shareable.<\/li>\n<li><strong>Conversion Funnel Targeting:<\/strong> Marketers should pay attention \u2013 and respect\u2013 the fact that people go through stages as they interact with your company. Each stage requires different marketing needs. A customer who is just learning about your company for the first time, for instance, may not respond well to an aggressive, \u2018buy-now\u2019 CTA.<\/li>\n<li><strong>Personalization:<\/strong> As you build out your inbound marketing and marketing automation strategy, you will learn more about your leads. This learning process will empower your company to re-invest that data into refining your marketing strategy. Marketing automation software will help you streamline this process and build 1:1 connections with hundreds of thousands\u2014and even millions\u2014of users.<\/li>\n<li><strong>Cross-channel:<\/strong> Multi-channel marketing strategies connect all touch points in the customer journey. It\u2019s common for users to engage with your brands across channels \u2013 email, social, and content before deciding to engage in a sale. Analytics will be crucial to this framework, so make sure that you are well-acquainted with basic web analytics tools.<\/li>\n<li><strong>Integration:<\/strong> Your marketing and analytics software need to communicate effectively with each other. This integration will help ensure that your brand is delivering the right marketing messages to the right audiences at the right time in their journeys.<\/li>\n<li><strong>Attraction &amp;\u00a0Engagement:<\/strong> Traffic acquisition is only part of the marketing equation. Organizations need qualified, targeted traffic to be successful in their marketing. We want to attract audiences who will ultimately become happy, long-term customers (who will refer other customers).<\/li>\n<li><strong>Conversion &amp;\u00a0Progression Through The Funnel:<\/strong> Once you have visitors on your website, the next step is to convert them. At the very least, you should start collecting their email addresses. Once you start building an organic email list, you can start reaching out to your customers and prospects so that you can re-engage them through your content: ebooks, whitepapers, and tip sheets.<\/li>\n<li><strong>Closing:<\/strong> You\u2019ve become a lead magnet, what comes next? Now, you need to seal the deal by triggering marketing messages that inspire users to take action. At this point of your marketing strategy, you need to transform leads into customers (and existing customers into repeat buyers). You should use techniques like lead scoring, lead nurturing, mapping the buying process, and classic sales tactics.<\/li>\n<\/ul>\n<p>Marketing automation can help connect and simplify these seemingly disparate actions. Instead of reaching customers manually, you can use software to establish these 1:1 bonds.<\/p>\n<p>Make sure that you\u2019re maintaining your relationships with your customers for the long-haul. Focus on more than just acquisition \u2013 embrace the art of retention. It\u2019s easy to feel like new user acquisition is the low hanging-fruit. Keep in mind, however, that growth from within is just as\u2014if not more\u2014important to your marketing process.<\/p>\n<p>Content is the heart of inbound marketing. Here is some inspiration of tactics that connect content across marketing channels.<\/p>\n<p><a href=\"https:\/\/www.shopify.com\/\" target=\"_blank\" rel=\"noopener\">Shopify<\/a>, one of the biggest platforms for powering ecommerce websites, launched an email-to-blog content campaign. Whenever the company publishes a new blog post, subscribers receive an email.<\/p>\n<p><strong>That\u2019s not all. Shopify\u2019s \u2019s blog posts are also distributed via social media:<\/strong><\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-20.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>This cross-platform approach maximizes audience attention. It also creates a blog &gt; email &gt; social media feedback loop that facilitates engagement and sharing activity.<\/p>\n<p>The catch? There is none. Shopify includes zero sales messaging with this process. Of course, the brand\u2019s ultimate goal is to convert audiences into customers. But Shopify isn\u2019t blasting an advertising message that says <em>\u201cconvert now.\u201d<\/em><\/p>\n<p>Instead, the company is focused on nurturing brand-to-audience relationships. The idea resonates with HubSpot\u2019s thought leadership that we presented earlier. Content is a marketing pillar. It\u2019s trustworthy, value-driven, and compelling. Coupled with marketing automation software, content can amplify the success of your relationship-building efforts.<\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-21.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p><strong>Tip: <\/strong>Close the feedback loop by connecting your marketing channels together. When you send an email to distribute a blog post\u2014don\u2019t show the full text. Show a snippet, and link back to the original website.<\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-22.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>If there is a natural opportunity, ask readers to share your content via social media.<\/p>\n<p><strong>Marketing Automation Is Driven by Psychology<\/strong><\/p>\n<p>&lt;img id=&#8221;img-01&#8243; src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-23.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>After reading the previous section, you\u2019re probably convinced about the relationship between marketing, sales, and technology. People live by their emotions, and they\u2019re driven by incentives. <em>\u201cWhat\u2019s in it for me\u201d<\/em> is the question that fuels commerce as we know it today.<\/p>\n<p>What\u2019s important to keep in mind is that there are two sides to any commerce equation. If both buyers and sellers are too focused on their own goals, the critical \u2018connection\u2019 moment will never happen. Stop talking about why you\u2019re awesome, and start focusing on why your audiences should care. That\u2019s when you\u2019ll see conversion success.<\/p>\n<p>Marketing automation should be\u2014first and foremost\u2014driven by value.<\/p>\n<p>When people talk about marketing automation, they focus on topics like analytics and A\/B testing\u2014again, probably because software companies are leading the conversations.<\/p>\n<p>But we\u2019re going to emphasize another quality that isn\u2019t covered as often\u2014empathy.<\/p>\n<p>Care about your customers. Send them marketing messages that inspire delight. Always be looking for opportunities to listen to feedback.<\/p>\n<p>Stop thinking about <em>\u201cpushing\u201d<\/em> email blasts, and focus on ways to pull audiences close to your brand. Marketing automation means targeting the right users with the right message at the right time in their buying journeys.<\/p>\n<p><strong>The Golden Rule of Marketing<\/strong><\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-24.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>At any moment, customers have one question running through their heads:<\/p>\n<p><em><strong>\u201cWhat\u2019s in it for me?\u201d<\/strong><\/em><\/p>\n<p>Your marketing programs should answer this question directly. Sometimes, the answer will require multiple conversations. And span multiple marketing channels.<\/p>\n<p>Let\u2019s think with our shopper brains for a moment. You\u2019re shopping online, add some items to your shopping cart, and go to check out. As you enter your billing address, you realize that you left your credit card in the kitchen. It\u2019s midnight and you\u2019re exhausted. You decide to put off your purchase until tomorrow. Then you totally forget. You\u2019ve contributed to the phenomenon that online merchants call <em>\u201cshopping cart abandonment.\u201d<\/em><\/p>\n<p><strong>Marketers, the world is working against you.<\/strong><\/p>\n<p>There are so many reasons why a transaction won\u2019t happen, and these reasons are completely outside of your control. These forces of nature include direct (or indirect) competitors, shopper laziness, and mismatched timing.<\/p>\n<p>Incentives can help you zight these external forces. Let\u2019s go back to that example where you were shopping online but left your credit card in the kitchen. If you had a one-night-only 30% off coupon, would you have been more inclined to get up and walk to the other side of the house? If your shopping cart purchase was $20? Probably not. But if you were planning to spend $100 or more, the answer is likely to be a clear \u2018you bet.\u2019<\/p>\n<p>As a customer acquisition strategy, Clarity emailed its subscriber base with the following refer-a-friend deal. Refer a friend, and get $20 to test out the platform for yourself. It\u2019s a great way for Clarity to build its community while introducing new users to the product, for free. It\u2019s also a sign that Clarity feels confident in its product.<\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-27.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>Incentives don\u2019t have to be monetary. They can be white papers, guides, e-books, and free consultations. By providing resources up-front, you\u2019ll give your customers a sneak peak into your thought process, value, intelligence, and quality.<\/p>\n<p>These incentives are crucial to moving your customers through the conversion funnel.<\/p>\n<p><strong>Feedback Loops<\/strong><\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-28.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>Marketing automation is built around feedback loops. With every action, there\u2019s a consumer-driven reaction.<\/p>\n<p>It is important to monitor these feedback loops with an objective eye. The reason? As a marketing, demand generation, or business development professional, you\u2019re probably under immense pressure to sell. Even if you\u2019re emailing a basic newsletter or content update, you never know how consumers will respond to your messaging.<\/p>\n<p>Consumers are extremely sensitive and attuned to \u2018salesiness.\u2019 That\u2019s why it\u2019s so important to monitor your data\u2014unsubscribe rates, spam complaints, open rates, and click-through rates\u2014on email campaigns. Watch every customer service complaint. Listen to everything that your customers are telling you.<\/p>\n<p>Here is an example reporting dashboard from a campaign in MailChimp:<\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-29.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>What you\u2019ll learn is that abuse reports are the norm rather than the exception\u2014it\u2019s normal to have 1 for every few thousand emails that you send. Some consumers are sensitive to email marketing (due to years and years of abuse), and others aren\u2019t always familiar with the opt-out process. It\u2019s a genuine mistake \u2014 people sometimes confuse <em>\u201cabuse reports\u201d<\/em> with opt-out forms.<\/p>\n<p>If you care about your customers (and your job as a marketer), you will feel a strong emotional component with your work. Abuse reports and opt-outs of your email list will sting.<\/p>\n<p>A core first lesson to learn is not to take it personally. Hold on to your empathy, but let the data guide you.<\/p>\n<p>It\u2019s common for marketers to be at two sides of the spectrum\u2014some are extra sensitive to their consumers\u2019 needs, and some don\u2019t care at all. You need to find a point in the middle and flex between being data-driven and emotionally driven. Let the data tell you <em>\u201cwhat,\u201d<\/em> but let your emotions guide you in helping determine <em>\u201cwhy\u201d<\/em> and <em>\u201chow.\u201d<\/em><\/p>\n<p>Some questions that you should always be thinking about with your marketing messaging:<\/p>\n<ol>\n<li><strong>Am I contacting users too often? Am I being too aggressive?<\/strong> Metrics to watch: Unsubscribe rates, abuse complaints<\/li>\n<li><strong>Are audiences finding my value proposition interesting?<\/strong> Metrics to watch: Click-through rates to your website, open rates<\/li>\n<li><strong>Are users engaged?<\/strong> Metrics to watch: Responses to your emails; activities on your website<\/li>\n<li><strong>Who are my most engaged segments?<\/strong> Metrics to watch: Response rates and engagement rates by segments<\/li>\n<\/ol>\n<p><strong>Marketing or Sales?<\/strong><\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-32.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p>Marketing automation is the solution to amplifying and streamlining 1:1 relationships at scale.<\/p>\n<p>At times, you may feel like you\u2019re walking the line between business development and marketing.<\/p>\n<p><strong>This is exactly where you want to be.<\/strong><\/p>\n<p>We call this process \u2018marketing automation, but it is ultimately linked with the sales process. Think about it from a content creation perspective. It\u2019s your sales team that has the window into what your audiences want. Marketing automation will give you amazing insight into the community that you\u2019re trying to reach.<\/p>\n<p>Marketing automation doesn\u2019t stop with marketing. Which brings us to our next point\u2026<\/p>\n<p><strong>Is it okay to sell with Marketing Automation?<\/strong><\/p>\n<p>&lt;img src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/themes\/quicksprout\/ma-guide\/images\/01-33.png&#8221; alt=&#8221;&#8221; \/&gt;<\/p>\n<p><strong>Absolutely!<\/strong> This is one of the biggest cognitive pain points related to marketing automation.<\/p>\n<p>We frequently think <em>\u201ccontent, inbound, or bust.\u201d<\/em> The marketing community is polarized\u2014on the one side of the spectrum are the pushy folks who are driving direct sales. On the other side? The content marketers who never, ever want to sell.<\/p>\n<p>What you really need is a blend of both. We do want to emphasize a key point, however, before diving deeper into this guide.<\/p>\n<p>Marketing automation isn\u2019t black and white. There are some instances where you will want to aggressively sell. There are some instances where you won\u2019t want to sell\u2014pushing more than great content will drive your prospects away.<\/p>\n<p>With every marketing automation decision, you\u2019ll need to make a judgment call\u2014and intuition won\u2019t help. You\u2019ll need to rely on a thorough understanding of the conversion funnel and what it means.<\/p>\n<p><strong>4 ways to grow your business with marketing automation<\/strong><\/p>\n<p><strong>Tactic #1: Identify and target high profile leads<\/strong><\/p>\n<p>When you get leads from your website, how do you get them? Usually you\u2019ll get them by email, and you\u2019ll probably add them to a list with all of the other leads you get.<\/p>\n<p>Although it might seem obvious that you should target your best leads, you\u2019ll be shocked to find out how often marketers not only ignore them but <em>ignore segmentation altogether<\/em>.<\/p>\n<p>For starters, <a href=\"https:\/\/www.quicksprout.com\/email-marketing-mistakes\/\" target=\"_blank\" rel=\"noopener\">you should segment your list<\/a> to avoid sending the same message to your entire database. If you want really good engagement from your list, then segmentation is your key. But how should you segment? A pretty common way of segmenting is based upon lead demographics, interests, behaviors and lead source.<\/p>\n<p>For example, if you run a business that provides marketing help to companies, then you could segment based upon where a lead opted into your sequence:<\/p>\n<ul>\n<li>Newsletter<\/li>\n<li>Webinar<\/li>\n<li>Whitepaper<\/li>\n<li>Video<\/li>\n<li>Blog<\/li>\n<\/ul>\n<p>Then you could look at a couple of other variables like:<\/p>\n<ul>\n<li>Whether he or she is a total stranger, client or former client<\/li>\n<li>And what your lead wants help with in his or her marketing\n<ul>\n<li>Reputation Management<\/li>\n<li>Video Marketing<\/li>\n<li>Corporate Branding Online<\/li>\n<li>Becoming an expert<\/li>\n<li>Content marketing<\/li>\n<li>Blog marketing<\/li>\n<li>SEO<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Now, that\u2019s a basic way to segment. If you want to target your high-profile leads, you need to identify them using the following six questions:<\/p>\n<ul>\n<li>What is the biggest problem you are trying to solve?<\/li>\n<li>What\u2019s it worth to you to solve the problem?<\/li>\n<li>What particular questions and concerns do you have about products like ours?<\/li>\n<li>What other options do you have?<\/li>\n<li>What do you need to believe about products like ours in order to buy?<\/li>\n<li>What metrics do you use to measure success?<\/li>\n<\/ul>\n<p>The questions will help you not only identify the ideal prospect for your product or service, but it will also\u00a0help turn that prospect into a buyer. In other words, these questions will help you get the information you need to target your best prospects.<\/p>\n<p>If you\u2019re wondering how to ask these questions, one option is to present it as a survey on your website. <a href=\"https:\/\/www.surveymonkey.com\/\" target=\"_blank\" rel=\"noopener\">Survey Monkey<\/a> or KISSinsights both provide platforms to help you gather this kind of intelligence.<\/p>\n<p>Once you\u2019ve identified those high-profile leads, continue to nurture them with questions, betas and recommendations so that they are helping you craft your product to fit their needs perfectly.<\/p>\n<p><strong>Tactic #2: Improve conversion late in the funnel<\/strong><\/p>\n<p>One of the best ways to increase conversion is to create a very focused sales funnel. In other words, you limit your prospects\u2019\u00a0choices by giving them the exact information they are looking for\u00a0<em>and guiding them to the action you want them to take<\/em>.<\/p>\n<p>Your sales funnel does not exist in a vacuum, so it\u2019s easy for your prospect to get distracted and leave the sales funnel. Let\u2019s say your prospect ended up on your landing page, subscribed to your email newsletter, responded to an appeal in one of the emails and is on the order page.<\/p>\n<p>At this point your prospect is primed, so you have to give them exactly what they want. But in order to sweeten the deal, you need to heighten the value in order to get them to convert this late in the game. That could be a free trial or a percentage off.<\/p>\n<p>Your prospect doesn\u2019t need a bunch of options, so your funnel at this point should be restricted to one and only one choice so you can close the deal.<\/p>\n<p>But why do some prospects opt out? They opt out typically for three reasons:<\/p>\n<ul>\n<li>They get distracted by outside influences, like seeing something else online.<\/li>\n<li>They don\u2019t feel your product is the best value exchange.<\/li>\n<li>They don\u2019t understand what they need to do next. In other words, they don\u2019t know how to proceed forward.<\/li>\n<\/ul>\n<p>Because of this, your sales funnel should be simple. For example, if you look at Seth Godin\u2019s email newsletter subscription page, you see how simple it is:<\/p>\n<p>&lt;img title=&#8221;seth godin subscribe&#8221; src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/uploads\/postimages\/sethgodinsubscribe.jpg&#8221; alt=&#8221;seth godin subscribe&#8221; \/&gt;<\/p>\n<p>When it comes to closing a sale while offering multiple options, you\u2019d want to make the decision simple\u2026or at least seem simple by highlighting the best option. Here\u2019s how 37 Signals does it:<\/p>\n<p>&lt;img title=&#8221;basecamphq&#8221; src=&#8221;https:\/\/quicksprout-wpengine.netdna-ssl.com\/wp-content\/uploads\/postimages\/basecamphq.jpg&#8221; alt=&#8221;basecamphq&#8221; \/&gt;<\/p>\n<p>From the example above, it\u2019s real clear that whichever option you choose, it is based on a 30-day trial. 37 Signals, I\u2019m sure, tested this and found they get their best conversion by emphasizing one of the more affordable options.<\/p>\n<p>In the end, the key is to simplify the process, not make it more complex by cluttering it with unnecessary information.<\/p>\n<p><strong>Tactic #3: Get rid of poor leads fast<\/strong><\/p>\n<p>On the other hand, you need to monitor your leads to identify those that are dead or worthless. Sure, you probably love seeing a large list, but digging into your analytics will tell you another story. <em>And it won\u2019t be good<\/em>.<\/p>\n<p>Lots of people probably subscribed to your email list but don\u2019t engage in any meaningful way. They are probably too lazy to unsubscribe, but they are still on your list. You need to get them out of there because when you purge your list, you actually increase the value of the entire list. You boost your deliverability rate and email reputation.<\/p>\n<p>So, how do you go about purging your poor leads from your marketing system? Here are some ideas:<\/p>\n<ul>\n<li><strong>Remove or correct bad domains<\/strong> \u2013 sometimes leads share bad domain names. Sometimes this happens by accident, and other times people enter bad domain names on purpose. Regardless, identify them immediately and remove or correct them.<\/li>\n<li><strong>Remove distribution accounts<\/strong> \u2013 for example, ISPs look for emails sent to distribution lists, or large email groups, and consider them spam. Plus, emailing to such lists is bad business.\u00a0<em>It\u2019s like sending a letter to the \u201cResident.\u201d<\/em><\/li>\n<li><strong>Remove spam email addresses<\/strong> \u2013 some leads slip in with the word \u201cspam\u201d in the email address. Pull those as soon as possible as they can make you look bad to your ISP.<\/li>\n<li><strong>Remove inactive addresses<\/strong> \u2013 for example, if a lead hasn\u2019t opened an email in three or six months, remove that lead.<\/li>\n<li><strong>Use data checkers at the point of signing up<\/strong> \u2013 these tools check for things like correct domain name, etc.<\/li>\n<\/ul>\n<p>You can also purge leads based on these three criteria:<\/p>\n<ol>\n<li>Do they have the authority to buy?<\/li>\n<li>Do they have the budget to buy?<\/li>\n<li>When do they plan on buying?<\/li>\n<\/ol>\n<p>The leads you want your salespeople to avoid are called <a href=\"https:\/\/www.quicksprout.com\/the-startup-guide-to-building-a-killer-sales-team\/\" target=\"_blank\" rel=\"noopener\">NINAs<\/a>.\u00a0<em>These are the leads that have No Influence, No Authority<\/em>. These leads will waste your time and money! Let marketing nurture them.<\/p>\n<p><strong>Tactic #4: Reduce losing leads<\/strong><\/p>\n<p>Leakage is what occurs when good leads leave your sales funnel. With marketing automation you can easily plug the hole in the funnel that causes those leads to leave. But you have to find out where the leaks are occurring.<\/p>\n<p>Your first step is to map out the life of a lead. Take it from cold to close, trying to identify those points in the funnel where the lead is falling off. Do you see a point where leads are pouring out? Or just trickling? Here are five ways to prevent leakage:<\/p>\n<ul>\n<li><strong>Lead scoring model<\/strong> \u2013 according to a Sirius Decisions report, about 80% of leads are not followed up on by sales, which is probably a result from the two departments not talking to each other. They should talk and figure out what is a qualified lead. When a lead reaches that score, then <em>marketing passes that lead to sales<\/em>.<\/li>\n<li><strong>Sales alerts<\/strong> \u2013 a good marketing automation system will also alert sales when a lead reaches a critical score so the right message can be sent.<\/li>\n<li><strong>Lead nurturing process for decision-makers<\/strong> \u2013 because <a href=\"https:\/\/www.marketingcharts.com\/industries\/business-to-business-2381\/attachment\/abm-forrester-business-decision-makers-digital-media-choicesjpg\" target=\"_blank\" rel=\"noopener\">78% of business decision-makers aren\u2019t talking to sales reps<\/a>, you need to develop a process that gets sales to that lead with relevant, personalized and simple information that gives the lead what they want.<\/li>\n<li><strong>Monitor changes in leads<\/strong> \u2013 optimize your marketing automation to identify when a lead changes score. This means you <em>pay attention to things like budget, the lead\u2019s role in the organization and the need of the lead or their company<\/em>. If they drop in score, the lead should be passed back to marketing. A good marketing system should automate this process as much as possible.<\/li>\n<li><strong>Result tracking and revision<\/strong> \u2013 successful marketing involves constant monitoring of results and tweaking of your process. You should spend as much time on metrics as you do on any other process. Where are bottlenecks in the process? Where does the process fizzle? Are you and sales on the same page with lead scoring?<\/li>\n<\/ul>\n<p>Constant communication between marketing and sales and a highly optimized and automated marketing system should help you plug any holes you have in your sales funnel.<\/p>\n<p><strong>Conclusion<\/strong><\/p>\n<p>If you\u2019ve ever fought with sales or management about certain advertising campaigns, then you know what a pain it can be to argue your point without correct data.<\/p>\n<p>Just implementing a marketing automation program can change the course of your business.<\/p>\n<p>But when you get it working in a tip-top shape, then delivering clear results is your best proof for making business decisions.<\/p>\n<p><em>It\u2019s hard to argue with good results!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What Is Marketing Automation? If you\u2019re a marketer, you\u2019ve probably heard of marketing automation. We\u2019re going to bet though, that 90 percent of you have no clue what the term means. We don\u2019t blame you \u2014 \u2018marketing automation\u2019 is a mouthful to say, and there probably should be a better way to describe the concept&#8230;.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_metasync_otto_title":"","_metasync_otto_description":"","_metasync_otto_keywords":"","_metasync_otto_og_title":"","_metasync_otto_og_description":"","_metasync_otto_twitter_title":"","_metasync_otto_twitter_description":"","rank_math_title":"","rank_math_description":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_aioseo_title":"","_aioseo_description":"","footnotes":""},"categories":[85],"tags":[],"class_list":["post-27077","post","type-post","status-publish","format-standard","hentry","category-it-services"],"_links":{"self":[{"href":"https:\/\/reactlocal.com\/blog\/wp-json\/wp\/v2\/posts\/27077","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reactlocal.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/reactlocal.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/reactlocal.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/reactlocal.com\/blog\/wp-json\/wp\/v2\/comments?post=27077"}],"version-history":[{"count":0,"href":"https:\/\/reactlocal.com\/blog\/wp-json\/wp\/v2\/posts\/27077\/revisions"}],"wp:attachment":[{"href":"https:\/\/reactlocal.com\/blog\/wp-json\/wp\/v2\/media?parent=27077"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/reactlocal.com\/blog\/wp-json\/wp\/v2\/categories?post=27077"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/reactlocal.com\/blog\/wp-json\/wp\/v2\/tags?post=27077"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}