ActiveCampaign Review

ActiveCampaign Review 2022: Compare Features, Pricing & More

Often referred to as one of the leading marketing automation platforms within the space, ActiveCampaign has never stopped innovating since being founded in 2003.

But, how does it compare to other leading marketing automation platforms on the market?

In this ActiveCampaign review article, we’re going to provide you with a comprehensive overview of ActiveCampaign’s features, pricing and more to help you make the right decision when it comes to choosing a marketing automation platform for your business.

Let’s get started?

ActiveCampaign Review 2022

Overview

ActiveCampaign was founded in 2003 with the objective of giving businesses of all sizes access to the tools they need to compete with their biggest competitors at an affordable price and this has something that they do exceptionally well by providing one of the best-priced platforms within the market in terms of features.

While their platform has grown over the years to support businesses of all industries one thing that hasn’t grown is their accessibility in terms of pricing making it easy for even the smallest of companies to compete with the big-name brands in their space.

Features

Email Marketing

Whether it is a broadcast email, event-triggered email or entire series of personalised emails, ActiveCampaign allows you to create stunning emails that not only look the part but are designed to provide your subscribers with a brand experience that converts.

By providing ready-made templates and an easy to use drag and drop builder even the most non-tech savvy business owners can create stunning email campaigns that generate results.

Email Segmentation

Not all email subscribers are created equally and being able to send the right email at the right time and mean the difference between rags and riches.

With ActiveCampaigns advanced segmentation features, you can create highly personalised email marketing campaigns tailored to your audience to ensure they receive the most relevant content each and every time.

Subscription Forms

Working hand in hand with email marketing is none other than subscription forms.

However, switching between multiple platforms every day not only makes it time-consuming to manage your campaigns but can also lead to countless hours of data-entry.

With ActiveCampaign inbuilt subscription forms feature, you can create high converting lead capture forms that link directly with your email marketing campaigns and CRM to ensure everything is easy to access and manage all within one platform.

Dynamic Content

Depending upon your brand and target audience, you may have multiple products, services or niches you market to. You could spend countless hours creating tailored email marketing campaigns for each audience but this can become overwhelming.

With ActiveCampaign you can create dynamic content based emails that show specific content to each subscriber based upon their subscription profile cutting your time spent on email marketing in half all with the click of a button.

Split Testing

Ever wondered if your subscribers respond best to short subject lines or long subject lines? Green buttons or red buttons? Wonder no more!

With ActiveCampaign you can say goodbye to guesswork with their inbuilt split testing feature which allows you to test variations at scale so that you can find the winning formula.

From subject lines to images and more ActiveCampaign makes split testing easy as a,b,c!

Mobile App

Being able to stay ahead of your competition isn’t easy and with the speed that today’s market moves to be able to access your latest performance data with ease is critical to ensuring you know exactly how your business is performing around the clock.

With ActiveCampaign’s mobile app, you can review your campaign performance, view customer activity and manage your CRM data all from your mobile device.

Site Tracking

Knowing how your subscribers, leads and customers interact with your website can not only provide you with actionable insights into how you can improve your marketing efforts but also allows you to better market to them based upon the actions they take on your website.

With ActiveCampaign’s site tracking feature, you can track their activity across emails, forms, landing pages and more and then segment them for a more personalised marketing experience.

Event Tracking

While site tracking provides you with actionable insight into how users are interacting with your website and provides you with a goldmine of valuable insights, ActiveCampaign takes it even further by providing you with the ability to also track each subscriber’s event as well.

From button clicks to video views and more, ActiveCampaign has got you covered.

Automation Goals

Not every contact is created equally and depending upon where they are within your buyer’s journey may have a massive impact on how they respond to certain campaigns.

With ActiveCampaign’s automation goals feature, you can identify where certain subscribers are dropping off within your email marketing funnels, compare how different goals are performing and also segment those subscribers to complete specific actions.

Automation Map

Being able to identify bottlenecks within your customer journey can be difficult when you have multiple automation journeys a subscriber can go through.

With ActiveCampaigns automation map you get a bird’s-eye view of all of your automations, see how automations are connected and identify potential errors or room for improvement

Attribution

As your company grows so will your marketing campaigns and budget so being able to attribute each conversion to the right campaign is critical in ensuring you know exactly which campaign is generating the most results and which one needs optimisation.

With ActiveCampaign’s attribution feature, you can automatically trace each subscribers path from start to finish and segment them based upon source to provide them with a personalised experience while also knowing where your marketing budget is best spent.

Split Action

Being able to segment your subscribers throughout your automation not only provides you with more power over the actions they can take but also allows you to test multiple variables at the same time to find the winning formula.

With ActiveCampaign’s split action feature you can automatically segment your subscribers based upon a number of factors including wait time, actions taken and more and they create personalised paths for each subscriber.

Reporting

No platform would be complete without the ability to know exactly what results and return on investment you are getting from your campaigns and ActiveCampaign is here to make that happen.

ActiveCampaign provides you with a comprehensive breakdown of how each of your campaigns and automations is performing from open rate to click-through rate and conversion value ActiveCampaign makes it easy for you to check in on the numbers that matter most.

Integrations

Having an email marketing platform that plays well with your favourite tools not only saves you countless hours of tech support issues but also helps you get the most out of your day by reducing the need for manual data entry and more.

ActiveCampaign integrates with a growing number of leading platforms including scheduling platforms, eCommerce platforms, reporting platforms and more to ensure a flawless user experience across your entire tool stack.

Sales and CRM

What potentially sets ActiveCampaign apart from its competitors is its built-in sales and CRM functionality bringing everything under one roof and saving you countless hours lost to data entry, switching between multiple platforms and potential data errors.

Creating an all-in-one solution also allows for much greater control over each contact in terms of how you market to them and manage the relationship from subscriber right through to customer ensuring no subscriber slips through the cracks.

Pricing

ActiveCampaign offers flexible pricing options for businesses of all sizes regardless of your budget and some of the most competitive pricing within the industry with plans starting from just $15 per month for up to 500 subscribers.

Their pricing plans vary depending upon the number of subscribers and the features you require with their lowest tier pricing plans including capacity for up to 500 subscribers.

  • Lite – $15 month/$9 per month (billed annually)
  • Plus – $70 month/$49 per month (billed annually)
  • Professional – $159 month/$129 per month (billed annually)
  • Enterprise – from $279 month/$229 per month (billed annually)

FAQs

How much does ActiveCampaign cost?

  • ActiveCampaign’s pricing varies depending upon the number of subscribers you have with plans starting from $15 per month.

Does ActiveCampaign offer a free trial?

  • Yes, ActiveCampaign offers a free 14-day free trial to get started.

Can I migrate my existing subscribers to ActiveCampaign?

  • Yes, ActiveCampaign allows you to import your existing subscribers and also offers a migration service for those looking for additional assistance.

What customer service options does ActiveCampaign offer?

  • ActiveCampign provides support via live chat, telephone and email.

Alternatives

Still not sure ActiveCampaign is right for your business, here are some other platforms we recommend exploring when choosing an email marketing platform for your business.

Summary

Overall ActiveCampaign campaign is no double a clear contender when it comes to providing a feature-packed, all-in-one marketing automation platform designed to help you and your team manage your marketing and sales all under one roof.

One thing that sets ActiveCampaign apart from some of its competitors is its affordability and scalability across multiple business types with a host of features designed to support any type of business from service-based businesses to eCommerce businesses and more.

If you’re looking for a platform that provides you with a robust set of features while still offering serious bang for your buck you can’t go past considering ActiveCampaign for your business.

And there you have it! Our in-depth ActiveCampaign review article provides you with an overview of its features, pricing and more to help you make the right decision when it comes to choosing a marketing automation platform.

Ready to Take ActiveCampaign For Spin?

Interested to see if ActiveCampaign is right for your business? Get started today with a free 14-day trial which provides you with access to all features so that you can explore the platform in detail or let us take care of it for you with our ActiveCampaign consulting services including account setup, campaign creation and more to ensure you get the most out of your email marketing.

Happy automating!

Grow Your Recruitment Agency

7 Ways to Grow Your Recruitment Agency With Automation

When it comes to fast-moving industries, there’s no second-guessing that recruiters have it tough.

Not only are the rules for attracting and placing top-rated talent constantly changing, but new technology is also making it easier than ever for candidates and companies to source and hire directly bypassing the need for external recruiters.

So what impact does this have on new and established recruitment agencies and how can technology be used to grow your recruitment agency rather than hinder it?

In this article, we’re going to share some of the common ways you can use automation within your recruitment agency to not only help you find and attract the best candidates but also increase productivity giving you more time to focus on growing your brand.

Let’s dive in!

Ways to Automate Your Recruitment Agency

Screening Candidates

Finding the right candidate can make or break your agency’s reputation!

But with one opening often receiving dozens if not hundreds of candidates how can you effectively screen and filter the best candidates for each role?

By making use of platforms like Paperform and Typeform, you can collect detailed survey responses from candidates directly through your website or via email and then segment their response based upon specific requirements saving countless hours in manual screening.

You can then automatically import your best candidates into your preferred CRM platform using Zapier or Integromat so that you and your team know which candidates are the best fit.

Collecting Feedback

Knowing first hand what your candidates and clients are thinking can have a huge impact not only on your placements but also on your brand’s reputation.

While collecting accurate feedback from your candidates and clients should be straightforward, however, with never-ending emails and misplaced meeting notes this can make even the simplest of surveys challenges.

With platforms such as SurveyPlanet and SurveyMonkey, you can collect tailored feedback from your candidates and clients with ease.

You can then trigger custom events using platforms like Zapier and Integromat based upon each person’s individual response so that you never miss important feedback.

Scheduling Meetings

With a large majority of a recruiter’s time spent in meetings, it’s no second-guessing that scheduling and rescheduling meetings also takes a considerable amount of time

With time zones, national holidays and double-booked meetings having a major impact being able to create a streamlined meeting scheduling experience that just works is no easy feat. 

Thanks to platforms like Calendly and Acuity Scheduling, you can create a centralised meeting scheduling system for candidates and clients that syncs seamlessly with your existing calendar applications to ensure you’re never double booked again.

You can then automatically import the meeting data into your CRM or email marketing platform using Zapier or Integromat saving you countless hours in manual data entry.

Announcing New Vacancies

Another major productivity killer for busy recruitment agencies is announcing new vacancies.

Not only are you faced with promoting roles across multiple social media channels, ensuring your vacancies get the most exposure possible can have a massive impact on your results. 

With the help of platforms like Buffer and PromoRepublic, you can automatically cross-promote new vacancies across multiple channels at predefined times saving you the time of manual posting.

You can also then trigger automated email campaigns for suitable candidates using platforms such as ConvertKit and Drip using automated workflows built within Zapier or Integromat.

Following Up With Candidates

Whether it’s a successful placement or not, being able to follow up with each candidate in a timely manner not only ensures a strong brand reputation but also keeps them updated on their current placement status. 

Using platforms such as Drip and heyMarket, you can automatically trigger tailored responses to be sent via SMS and email-based upon the outcome of their candidature.

You can also then trigger follow up meeting invitations with your team to complete the next step within the hiring process using Zapier or Integromat.

Collecting Reviews

Being able to collect, manage and promote reviews from candidates and clients can be one of your best friends when it comes to generating new business through word of mouth.

However, being able to efficiently request and promote reviews can be a massive challenge.

With platforms such as Reviews.IO, you can easily collect, store and publish reviews from your most loyal clients and candidates while also providing your website visitors with reviews they can trust thanks to their included verified reviews feature.

Generating Candidate Referrals

What better way to complement your recent top review than with a candidate referral?

Not only have they just posted a glowing review of their experience with your brand, but they may also have friends or colleagues who are currently looking for a career change.

With the help of platforms like Viral Loops or ReferralCandy, you can automatically trigger referral campaigns sent to your top rated candidates and clients inviting them to share your company with their colleagues or friends.

Whether it’s a simple invite or an incentivised based offer, being able to generate new business through existing clients is one of the most underused marketing strategies out there that can benefit you and your clients.

And there you have it, 7 ways to grow your recruitment agency using automation giving you more time to focus on sourcing and placing the best talent.

Ready to Grow Your Recruitment Agency With Automation?

Feel free to explore some of the tools outlined within this article to see how each tool can be used to automate common workflows within your recruitment agency or Schedule a Free Automation Consultation with our team today about growing your recruitment agency using automation today.

Marketing Automation Terms

20 Essential Marketing Automation Terms You Need to Know

Marketing automation can be a daunting subject even for the most experienced marketers.

With so many technical terms that seem to change at the drop of a hat, it’s often too easy to become overwhelmed when it comes to knowing which terms matter.

However, with the increase in demand for automation and personalisation in email marketing, it’s almost expected that marketers to stay ahead of the game are well versed in marketing automation even if they’re not the one implementing it.

With this in mind, we’ve put together a list of 20 essential marketing automation terms that you need to know to ensure you’re setting yourself up for success when it comes to email marketing.

We’re going to cover some of the most known terms as well as some of the newest terms to emerge in easy to understand, non-technical language that everyone can understand.

Let’s dive in!

Marketing Automation Terms

Bounce Rate

Kicking things off in our list of essential marketing automation is none other than bounce rate.

A high bounce rate can not only have a major impact on the success of your campaigns, but it can also lead to your account and domain being flagged for suspicious activity.

A high bounce rate not only indicates that your list quality is poor but also that you’re not taking the necessary steps to attract and maintain a high-quality list of subscribers that you can convert into paying customers.

Regularly reviewing and cleaning your subscriber list will not only reduce your bounce rate but also lead to an increase in campaign performance.

Buyer Persona

Not every customer is the same and depending upon what products and services you are selling you may have multiple buyer personas to market to.

A buyer persona is a fictional character that represents a specific demographic within your target audience.

Generally speaking, a buyer persona will provide you and your team with an overview of their age, location, interests, goals and challenges to provide you with an accurate profile of who and how you need to target within your marketing campaigns.

Call to Action

A call to action is exactly that.

It’s your hook that not only is designed to get your audience’s attention but also get them to take action within your marketing campaign.

This can come in the form of a link, a button or a banner and designed to stand out and make them complete the designed action you want them to take. 

Whether it’s visiting a blog, downloading an eBook or making a purchase on your website your call to action must be eye-catching and enticing for your target audience.

Campaign

A campaign can refer to an overall marketing campaign your brand is looking to launch or an individual once-off email campaign targeting an existing audience.

Some example once-off email marketing campaign that you can run include:

  • Black Friday Campaigns
  • Re-Engagement Campaigns
  • Abandoned Cart Campaigns

For best results, your campaigns should be highly targeted, relevant and well designed.

Click-Through Rate

Another marketing automation term that often leaves people baffled is click-through rate.

While this may sound technical, it doesn’t have to be. Click-through rate is simply the total amount of people whole clicked a link within your email marketing campaign.

Depending upon what type of campaign you are running, you may have one or many links so it’s important to study how each link performed as a whole to get a clear understanding of how your audience responds to the different calls to actions within the same campaign.

Conversion Rate

Working hand in hand with click-through rate is conversion rate.

Your conversion rate shows how many people converted within a specific email campaign.

This will also depend greatly upon how you measure and track conversions within your email marketing campaigns and website as even the best marketers may not be able to track where every conversion comes from, however, having a good understanding is essential to know whether your campaign is a winner or not.

CRM

When it comes to CRM platforms, we’re not referring to dated spreadsheets that were revolutionary in the 90s.

With technology playing a major part in sales and marketing for most businesses the importance of having a reliable, easy to use CRM platform is essential to your growth.

And while solutions such as HubSpot and Salesforce, there are plenty of affordable CRM platforms available on the market that will support a growing business that won’t cost a fortune or require a science degree to operate.

We recommend taking a moment to explore the best options available for your industry and even take some time to try them out before making a final decision.

Drip Email Marketing

Often considered as one of the primary forms of marketing automation is drip email marketing.

So what is the difference between drip email marketing and traditional marketing?

Drip email marketing is often a series of time or action-based emails delivered over a couple of days or weeks. 

These campaigns are often designed to automatically nurture, qualify and convert subscribers through your sales funnel while providing value at each engagement. 

When configured correctly, you can also be notified when your most engaged subscribers complete a specific action within your campaign so that you can reach out to them personally.

Inbound Marketing

Working hand in hand with marketing automation is inbound marketing.

Inbound marketing is a methodology first coined in 2005 by HubSpot and while it has continued to evolve ever since the principles remain unchanged.

While outbound marketing is the process of targeting users who are not aware of your brand or service, inbound marketing is based on targeting those who are actively searching for your product or service and are therefore more likely to convert.

Lead Nurturing

Next up in our list of essential marketing automation tools is lead nurturing.

While this is often a familiar term with most marketers and business owners we thought we’d include it as there is often some confusion in terms of its true definition.

Lead nurturing is the process of regularly engaging with and providing them with value-based content and advice that is relevant to their current situation. 

Now we’re not saying that you should continue to hassle them till they make a purchase or unsubscribe, however, continuing to keep your brand front and centre during the buying process is essential to not only building trust within your brand but also converting more subscribers.

Lead Score

While it is common for most smaller businesses to know each of their customers and leads by heart, as your business grows, you will no doubt start to lose track of this.

Lead score is a term applied to each subscriber based upon their likeness and readiness to buy.

This score can be determined by several factors, however, it is often designed to provide your sales team with a score out of 100 on how likely the lead is to buy so that you know which ones to follow up with and when.

Life cycle

Depending upon the product or service you are selling your customers will generally pass through what’s called a sales lifecycle which covers the different stages within their buyer’s journey from first engaging with your brand to satisfied customers.

Products or services with a low-risk factor in terms of price or quality will often have a shorter life cycle than products that cost more or are dependent upon results.

Being able to understand your sales life cycle and buyer’s journey not only ensures you have a clear understanding of your ideal customer but also allows you to have a consistently full sales pipeline to grow your business.

Open Rate

Open rate is another pretty self-explanatory term but may often get misconstrued.

Open rate refers to the overall percentage of delivered emails within a campaign that your subscribers opened. 

Now in terms of being able to achieve a high open-rate, there are some best practices you can follow to ensure your campaigns receive the best open rates possible.

  • Sending high quality, relevant emails
  • Personalising and/or split testing the subject line
  • Ensuring you maintain a list of high-quality subscribers

Ensuring your emails receive the best possible open rate not only results in it being seen by the highest number of subscribers but also means your audience are happy to receive your emails.

Opt-In

Next in our list of essential marketing automation terms is opt-in.

This term is more a legal term as it relates to the condition that a subscriber within your list has legally opted in to receive email marketing content from your business and that you haven’t purchased their contact details (or obtained them through other methods).

This will differ depending on where you and your subscribers are based, however, a general rule of thumb is that all email marketing platforms require your subscribers to have opted in through means of a lead capture form for them to be contacted.

Personalisation

Possibly one of the most important and powerful features when it comes to marketing automation is personalisation.

So what exactly is personalisation? Well with the help of marketing automation, you can create highly personalised email campaigns on just about any level.

  • Subject lines
  • Email copy
  • Dynamic content
  • Re-engagement
  • Behaviour-based campaigns
  • Loyalty based campaigns

The list is endless!

Best of all, you can do this at a scale no matter how big your subscriber list is ensuring a personalised experience every time. 

Sales Pipeline

While this is often a very familiar term within the business world, knowing how it relates to your marketing can mean the difference between a successful campaign or not.

A sales pipeline is pretty much a visual representation of where leads are within your sales pipeline so that your team knows which ones to follow up with and not.

But being able to create a well-defined sales pipeline that is linked in with your marketing not only reduces the workload of your sales team, but it also allows you to provide a seamless user experience for your subscribers, leads and customers.

With the help of marketing automation, you can automatically trigger tailored email campaigns based whenever a lead changes stages within your sales pipeline. 

All that’s left to do is for your term to follow up with them when the time is right. Pretty nifty right?

Segmentation

Another somewhat technical term most non-marketers will often get lost on is segmentation.

Segmentation is the process dividing your subscribers into more specific segments based upon any number of criteria, some of which are:

  • Demographic
  • Geographic
  • Behavioural

By doing so, it not only helps you build a much more accurate profile on your subscribers but it allows you to create hyper-targeted email marketing campaigns.

Split Testing

Ever wondered if a green button performs better than a blue one? Or if your subscribers respond better to image-based emails instead of text-based emails.

Wonder no more!

Split testing allows you to test variables within your email marketing campaigns based upon any number of variables to see which ones perform better and generate the best conversion rate.

Some common split tests you can run on your email marketing campaigns include:

  • Subject line
  • Call to action
  • Price specific offers
  • Time-specific offers

Once you’ve found the winning formula, don’t be afraid to keep testing different variables, however, don’t overdo it.

Subscriber

While this one doesn’t require much explanation we thought we’d include it as no marketing automation terms list would be complete without it 😉

A subscriber is someone who has subscribed to receive email marketing content from you.

This doesn’t include lists you have obtained through data scraping, list building or other activities and some marketing automation platforms will even verify your leads if you are importing them from an external list to ensure you obtained them legally.

Tag

Tags are used to provide additional information on your subscribers.

Tags can be used for several different reasons including:

  • Representing an action they have taken on your website
  • Representing how they became a subscriber
  • Representing the stage they are within your sales pipeline

For some examples on how you can use tagging to better manage your subscribers, feel free to check out this comprehensive guide to tagging for some real-life examples and more.

It pays to take a minute to think about what you want to get out of tagging and then plan and document your tagging system so that everyone in your team has a clear understanding of their intention and how they should be used to avoid any confusion.

Tracking Code

A tracking code is a piece of code installed within your website.

This allows you to track specific actions completed by your subscribers so that you can better understand how they are interacting within your website and then send personalised campaigns based upon the actions they take.

Bear in mind that to work 100% subscribers need to have opted in for cookie tracking, however, if used correctly this can help in providing you with tangible data on how your subscribers and customers interact with your brand so that you can create a better experience for them.

Workflow

Last but not least in our list of essential marketing automation terms is Workflow.

A workflow provides you with a visual representation of the design, steps and processes within any marketing automation campaign. 

Most marketing automation platforms now provide you with a built-in visual builder feature so that you can have a more visual experience when planning and building your automations and depending upon the type automation you are building you may need to plan this.

And there you have it, 20 essential marketing automation terms every marketer should learn ensuring they can get the most out of their email marketing campaigns.

Ready to Up Your Email Marketing Game?

Feel free to check out our best marketing automation platforms guide which provides a detailed breakdown of the leading platforms available on the market so that you can make the right decision for your business.

Which term do you find most insightful and why? Let us know in the comments.

Happy automating!

Automate Your Accounting Business

6 Time-Saving Ways to Automate Your Accounting Business

While accounting is often considered as one of the longest established services within the business world, the speed in which the industry is evolving has resulted in even the most established accounting firms having to find innovative ways to survive.

And while technology has resulted in some roles of accounting being replaced, there are ways you can embrace technology within your accounting business so that you have more time to focus on what matters most… your customers.

So how exactly can technology be used to automate your accounting business?

In this article, we’re going to share some of the most common workflows you can automate to reduce the time you spend on repetitive admin tasks once and for all.

Let’s get started!

Ways to Automate Your Accounting Business

Scheduling Meetings

Being able to create a streamlined meeting scheduling experience not only saves your team countless hours of unnecessary follow-up it also provides your clients with a professional hassle-free user experience they’ll love.

Using platforms such as Calendly and Acuity Scheduling, you can create a centralised appointment scheduling system for your entire time that integrates seamlessly with your existing calendar applications ensuring you never miss an appointment again.

You can then automatically import the new leads data directly into your CRM platform using Zapier or Integromat allowing you to say goodbye to manual data-entry for good.

Streamlining Client Billing

Keeping client billing intact can be a challenge for even the most experienced accountants.

Thankfully with the help of platforms such as ClickTime and Harvest, you can automatically track the time spent on each client’s account providing you with an accurate summary of how much time you spent on each client.

You can then automatically send this data to your preferred invoicing platform every month using  Zapier or Integromat ensuring a streamlined billing process for you every time.

Qualifying Sales Leads

Offering a fast, professional and friendly service not only provides potential clients with a strong image of your brand, but it also allows you to better understand your leads exact requirements as soon as they first interact with your brand.

Using platforms such as Drip and heyMarket, you can automatically trigger tailored responses to be sent via SMS and email-based upon how they have interacted with your brand or what services they are enquiring about.

You can then import each sales enquiry automatically into your CRM platform using Zapier or Integromat for your team to follow up with.

Collecting Survey Responses

Maintaining an accurate record of client data can be an uphill battle if you’re used to doing so through dated PDF forms and email.

Thanks to platforms like Paperform and Typeform, you can collect detailed survey responses directly from within your website or via email simpy and segment your data based upon their responses saving you the need for manually reviewing each response.

You can then automatically upload this data within your CRM using Zapier or Integromat proving you with all the required information in one centralised location

Streamlining Contract Signing

Contact signing has come a long way since the need for hand-signed signatures and priority overnight mail packages to finalise new clients’ contact and then manually scanning and uploading those documents to your PC.

With platforms like PandaDoc and HelloSign you can electronically create, send, sign and store all of your legally binding documents all within one easy to access location.

You can then create a backup of each document within your Google Drive using Zapier or Integromat ensuring you never lose an important document again.

Onboarding Clients

Last but not least in our ways to automate your account business is the ability to automate your customer onboarding.

Thanks to platforms like Zapier or Integromat you can automatically trigger your invoicing platform to create and send a new invoice once a deal is marked as won or trigger your email marketing platform to send a series of onboarding emails.

You can also trigger announcements to be triggered within team collaboration tools such as Slack or new projects to be added within your team’s project management system, the possibilities are endless!

And there you have it 6 time-saving ways to automate your accounting business so that you have more time to focus on delivering an award-winning customer service.

Ready to Grow Your Accounting Business Using Automation?

Feel free to check out some of the recommended tools using the links provided for more details on how each tool can be used within your business or Schedule a Free Automation Consultation with our team today about growing your accounting business using automation today.

Optimise Real Estate Agency Using Automation

How to Optimise Your Real Estate Agency Using Automation

Running a successful real estate agency isn’t easy.

Not only do you have to compete with a fiercely competitive industry, but technology and the internet have also changed the way people find, buy and sell their properties today.

And while even the most tech-friendly real estate agents may have a grasp on the new tools available being able to balance your time across multiple areas within your business can be challenging regardless of size.

So how can you optimise your real estate agency to get the most out of your hard-earned sales leads while ensuring your team is spending their time on what matters most?

In this article, we’re going to show you some of the most common ways you can automate repetitive admin tasks within your real estate agency so that you have more time to focus on your customers.

Let’s dive in!

Optimising Your Real Estate Agency With Automation

Following Up With Sales Enquiries

One of the biggest contributing factors of building a successful real estate agent is being able to provide a fast, professional and friendly service promptly. However, with so many sales channels available it’s often difficult to keep tabs on them.

With platforms like Drip and heyMarket, you can automatically trigger tailored responses to be sent via SMS and email regardless of what sales channel you receive an enquiry from ensuring you never miss a sales opportunity again.

You can then automatically import each sales enquiry into your sales CRM platform using Zapier or Integromat for your team to follow up with.

Collecting Survey Responses

Being able to quality and segment sales and rental enquiries helps you to better understand each lead’s and find the ideal property for them with ease.

With platforms like Paperform and Typeform, you can collect detailed survey responses via email or directly within your website and then segment each enquiry based upon their needs to ensure maximum return on your marketing results. 

You can then automatically upload this data within each contacts CRM record using Zapier or Integromat proving you with all the required information in one centralised location

Announcing Property Listings

Another way of optimising your real estate agency is ensuring your listings get the most possible exposure can have a massive impact on your monthly sales figures.

With platforms like PromoRepublic and Buffer, you can automatically cross-promote your property listings across your social media profiles on predefined schedules saving you the need to manually publish your listings daily.

You can then automatically share each new property listings link directly within your team’s Slack channel using Zapier or Integromat.

Streamlining Document Signing

Creating a streamlined contract document signing process not only creates a hassle-free customer experience allows you to accurately maintain, track and store your documents securely for easy access as needed.

With platforms like PandaDoc and HelloSign you can create, send, sign and store all of your legally binding documents all within one easy to access location.

You can then create a backup of each document within your Google Drive using Zapier or Integromat ensuring you never lose an important document again.

Scheduling Property Viewings

Being able to manage a busy viewing schedule with accuracy while ensuring you have availability that suits your potential customers can have a massive impact on your sales pipeline.

With platforms like Calendly and Acquity Scheduling, you can create a centralised appointment scheduling solution for you and your team members that integrates seamlessly with your schedule ensuring you’re never double-booked for an important appointment.

You can then automatically import the new leads data directly into your CRM platform using Zapier or Integromat keeping all of your most important data up to date.

Nurturing Sales Leads

Last but not least in our ways to optimise your real estate agency using automation is the ability to nurture sales leads with accuracy.

Keeping tabs on every sales opportunity is no small feat, even for the most experienced of real estate agents. So how can you ensure that your brand is always top of mind with your most qualified leads?

With platforms like ConvertKit and Autopilot, you can create tailored lead nurturing workflows that send triggered emails when a lead completes a specific action within your website or when a property matching their criteria is available ensuring your brand is front and centre when it matters most.

You can then create a follow-up task within your CRM using Zapier or Integromat once an existing subscriber engages with your email or website.

And there you have it, 6 creative ways to optimise your real estate agency using automation that you can implement within your business so that you have more time to focus on bigger things.

Ready to Streamline Your Real Estate Agency Using Automation?

Feel free to check out some of the recommended tools using the links provided for more details on how each tool can be used within your business or Schedule a Free Automation Consultation with our team today about streamlining your real estate agency today!

Marketing Automation Benefits

16 Proven Marketing Automation Benefits for Your Business

Unsure if marketing automation is right for your business? You’re not alone.

With so many tools, strategies and platforms appearing on the market almost every day it’s often hard to get caught up in the latest trend that promises the world only to fall short of your expectations when it comes to making a visible impact within your business.

So what is marketing automation and what are the benefits of using marketing automation within your business?

In this article, we’re going to break down some of the most common benefits of using it within your business to provide you with a better understanding of how it can help you to reduce your overheads and increase productivity.

Let’s dive in!

Benefits of Using Marketing Automation Within Your Business

  1. Improved lead nurturing
  2. Increased revenue
  3. Automated lead scoring
  4. Better data management
  5. Improved sales tracking
  6. Increased brand awareness
  7. Measurable results
  8. Personalisation
  9. Split testing
  10. Better campaign planning
  11. Improved return on marketing spend
  12. Improved productivity
  13. Improved processes
  14. Marketing and sales alignment
  15. Increased lifetime value
  16. Reduced overheads

Improved lead nurturing

A recent study conducted indicated that 92% of first-time website visitors aren’t ready to buy meaning that all of that hard-earned traffic is wasted if you don’t have a proven process for nurturing your website visitors into leads and customers.

Marketing automation allows you to nurture visitors with ease from the moment they land on your website right through to the moment they decide to be a customer removing the guesswork of knowing how they are interacting with your brand.

Increased revenue

Being able to effectively nurture your hard-earned website visitors into qualified leads not only improves your conversion rates but it also has a major impact on your revenue as well.

Research has proven that by deploying an effective marketing automation strategy can increase sales productivity by nearly 15% resulting in better cash flow for your business allowing to scale and grow your business faster.

Automated lead scoring

Ever wondered what separates a potential customer apart from a highly qualified lead?

Marketing automation allows you to know exactly which customers are most likely through automated lead scoring which provides you with a total score based upon how they have interacted with your website and content.

Whether it’s visiting your pricing page, downloading a lead magnet or completing a contact form you’ll never miss a beat with the help of marketing automation.

Better data management

With the world becoming more connected than ever, being able to accurately collect and store customer data is essential to successful sales and marketing strategy.

Marketing automation makes light work of this by automatically updating your customer data every time a customer interacts with your brand. From updating their phone number to importing data from surveys they complete you’ll be able to say goodbye to those dreaded spreadsheets once and for all.

Improved sales tracking

Being able to build an accurate timeline of how and when a new customer has interacted with your brand can not only help you determine what’s working and what isn’t but it also gives you a better understanding of their journey from visitor to paying customer.

With marketing automation, you can track and view the journey a customer takes including which pages they visited, how they found your website and more allowing you to better invest your marketing efforts and budget.

Increased brand awareness

Creating a reputable brand takes a lot of work, being able to build a reputable brand that gets noticed is even harder and yet, even though there are countless marketing platforms and channels out there getting the attention your brand deserves can be difficult without a large team of marketers and budget to match.

Marketing automation does the heavy lifting for you regardless of how big your team or marketing budget is by automating repetitive actions within your business including sending time-specific emails, scheduling posts across social media and more.

Measurable results

Keeping track of your campaign results is critical to measuring your return on investment, however, with so many metrics and data points available being able to tie all of these together to know exactly how your campaigns are performing can be difficult.

With marketing automation, you can easily track your key metrics all under one roof including emails sent, open rates, click-through rate and revenue generated to ensure you know how each campaign is performing every minute of the day.

Personalisation

Personalisation is key to ensuring you’re able to create a unique brand experience that makes you stand out from your competition while creating a lasting impression on every visitor, subscriber and customer that comes across your website.

However, being able to create a personalised experience for every visitor that comes across your website would require a whole army of marketers and sales staff if it was to be done manually. With Marketing automation, you can personalise every step of the way from displaying specific ads, adding the subscriber’s name within emails and more.

Split testing

Ever wondered if your audience prefers text-based emails vs graphic emails? Ever wondered if leads convert better after 3 days of signing up vs 5 days? 

With marketing automation, you can create tailored split tests to test every stage of your sales and marketing funnel ensuring you’re creating the best possible experience for your audience.

Better campaign planning

Ensuring your audience has a fresh batch of relevant content can be a mammoth task even for the biggest of companies, planning this content also takes an extensive amount of planning, research, creation and publishing regardless of your experience.

Marketing automation allows you to plan and create campaigns days, weeks and even months in advance by scheduling targeted engagements to be delivered when you need them.

Improved return on marketing spend

Generating a profitable return on investment not only improves cash flow within your business but also helps you to invest back into your marketing campaigns with accuracy.

Marketing automation allows your team to track and manage the return on investment across each campaign by providing you with detailed metrics on each campaign allowing you to determine how much it costs to acquire each visitor, subscriber, lead and customer. 

Improved productivity

Research indicates that office workers lose a third of their time to manual admin tasks, what’s worse is this is estimated to the global service industry more than $5 trillion annually.

With marketing automation, you can reduce time spent on repetitive tasks by automating common workflows in your business so that your team can focus on more important tasks including following up with warm leads and other tasks that require the human touch.

Improved processes

One of the major contributing factors of any successful business is being able to create a proven, repeatable process that can be deployed time and time again regardless of experience.

Not only does this help to reduce the time spent on specific tasks, but it also allows you to create tangible business assets and allows you to build and scale your business with step by step accuracy ensuring you and your team never miss a critical step again.

Marketing and sales alignment

Ensuring your marketing and sales team are aligning with your overall business can mean the difference between rags to riches. However, with so many working parts in each process being able to align these with ease can be a challenge.

With marketing automation, you can identify potential roadblocks within each stage of your marketing campaigns and use these to improve processes within your onboarding process, lead generation process or sales process to ensure complete synergy at every step.

Increased lifetime value

The only thing that is better than acquiring a new customer is acquiring a repeat customer who purchases from you again, not only are they familiar with your product and brand, it costs you far less to acquire their business every time they purchase from you vs a new customer.

With marketing automation, you can increase the lifetime value of your customer by creating tailored campaigns that allow you to upsell, cross-sell and down-sell with ease.

Reduced overheads

Last but not least in our list of marketing automation benefits is the added benefit of being able to reduce overheads within your business.

While hiring a team of talented and creative people will allow you to grow your business, hiring a team of people to complete tasks that can be automated at a fraction of the cost not only allows your team members to focus on bigger things but it allows you deploy systems that work around the clock for your business so that you don’t have to.

And there you have it, 16 proven benefits of why using marketing automation within your business can help improve your sales, marketing and bottom line with ease.

Ready to Grow Your Business Using Marketing Automation?

Feel free to check out our comprehensive guide of the leading marketing automation platforms available on the market which provides you with a detailed breakdown of each platform so that you make the right decision for your business.

Which topic did you find most interesting and why? Let us know in the comments.

Happy automating!

Autopilot Review 2021

Autopilot Review 2022: Compare Features, Pricing & More

Unsure if Autopilot is the right marketing automation solution for your business? We’ve got you covered!

Ranked as one of the leading marketing automation solutions on the market Autopilot has been at the forefront of innovation since they were founded in 2012.

So what sets them apart from the rest and how do they shape up against their competitors.

In this article’ we’re going to provide you with a detailed breakdown of Autopilot’s features, pricing and more and share our verdict of the platform to help make it easier for you to choose the right marketing automation platform for your business.

Let’s dive in!

Autopilot Review 2022

Overview

Founded in 2012 Autopilot has come a long way in since their early day and with it have brought innovative changes for their clients and the industry as a whole.

Originating from Sydney, Australia their team has now grown to a global base spanning Australia, the USA and Europe and has completed multiple successful funding rounds by some of the biggest investment firms in the industry including Blackbird and Salesforce Ventures.

Although having experienced massive growth since their early days, they have never steered away from what made people take notice of them by keeping their platform easy to use, always putting the customer first and helping drive change in social equality worldwide.

So let’s jump in and review each of their features in more depth and see how they compare.

Features

Contact Management

Autopilot makes contact management a breeze with the ability to organise and segment your leads and customers based upon behaviour and demographics while also allowing you to sync contact data with your CRM platform easily.

Autopilot also provides you with an in-depth breakdown of every contact’s behaviour including clicks, pages visited and more so that you can get a comprehensive overview of the actions they take on your website to better understand your customer’s needs.

Automation Builder

One of the major features that set Autopilot apart from their competitors is the fact that they have invested a lot of time and thought into creating an easy to use visual automation builder giving you a birds-eye view over your entire customer journey.

Autopilot’s easy to use canvas style builder allows you to drag and drop your desired actions and build out multiple paths depending upon the action each visitor takes and provides you with proven templates to help you get started.

Collaboration

Another feature that sets Autopilot apart from their competitors is the inbuilt team collaboration features that make it easier for teams to work together on the same automation live to ensure an easy design process from start to finish.

You can then share your templates to other team members for feedback or even share them publicly for marketing collateral and brand authority.

Email Builder

Autopilot makes it easy to create eye-catching emails that your audience will love with their easy to use drag and drop email builder that features several pre-built widgets to choose from removing the need to hand-code emails.

Each email is optimised to display natively across all devices and they even offer a range of pre-designed templates to inspire you or get you started.

Personalised Messaging

Being able to nurture your website visitors across multiple channels ensures that your brand not only remains top of mind throughout each phase of the buyer’s journey but it also allows you to create more authority amongst your audience.

Autopilot lets you create and manage targeted marketing messages that can be displayed via email, SMS, Facebook Ads, Google Ads and even postcards ensuring your brand is always front and centre with your most engaged visitors

Reporting

Knowing exactly how your campaigns are performing day in, day out is critical to ensuring your campaigns are not only generating the results you expect but it also allows you to estimate future campaign results and plan accordingly.

Autopilot offers in-depth reporting capabilities at every stage of your marketing campaign and provides you with a breakdown of each channel performance while also allowing you to track your results in full via their beautifully designed mobile app.

Integrations

Having a marketing automation platform that integrates with your existing tools not only saves your hours of manual data entry but also saves countless hours lost creating and deploying marketing assets across multiple platforms.

Autopilot saves you this hassle with a huge collection of pre-built integrations and templates featuring the largest platforms within the digital marketing space.

Pricing

Autopilot offers a range of pricing options for businesses of all sizes making their platform accessible to everyone regardless of their budget with plans starting from $49 per month for up to 2,000 contacts while also offering discounts for annual subscriptions.

  • 1 to 2,000 subscribers – $49/month
  • 2,0001 to 5,000 subscribers – $149/month
  • 5,0001 to 10,000 subscribers – $249/month
  • 10,000+ subscribers – Custom

FAQs

How much does Autopilot cost?

  • Autopilot’s pricing varies based upon the number of subscribers with plans starting from $49 per month

Does Autopilot offer a free trial?

  • Yes, Autopilot offers a free 30-day trial to get you started

Can I migrate my existing subscribers to Autopilot?

  • Yes, Autopilot allows you to import your existing subscribers and also offers a migration service for those looking for additional assistance

What customer support options does Autopilot offer?

  • Autopilot provides support via live chat and email.

Alternatives

Not sure if Autopilot is right for your business, here are some other platforms we recommend exploring when choosing an email marketing platform for your business.

Summary

With its visual automation builder, comprehensive content management features and growing collection of native integrations it’s easy to see why it’s a leading choice when it comes to marketing automation platforms.

Another major selling point is that they don’t position themselves as niche specific meaning they can be deployed with ease across just about any online business regardless of industry.

With this in mind, we recommend that you consider speaking with a marketing automation consultant or even consider reaching out to Autopilot’s sales to answer any questions you may have before implementing any platform within your business.

Overall, we would highly recommend including it within your shortlist when looking for a reliable email marketing tool for your business.

And there you have it, a detailed review of Autopilot features, pricing and more to help you make the right decision when it comes to choosing a marketing automation platform.

Ready to Try Autopilot For Yourself?

Thinking about using Autopilot within your business? Get started today with a free 30-day trial which provides you with access to all features so that you can explore the platform in detail or let us take care of it for you with our Autopilot consulting services including account setup, campaign creation and more to ensure you get the most out of your email marketing.

Happy automating!

ConvertKit Review 2021

ConvertKit Review 2023: Compare Features, Pricing & More

Thinking about using ConvertKit in your business? You’re not alone! 

As more and more businesses evolve digitally and start to build and grow their online presence ConvertKit stands out as one of the leading contenders on the market. 

But, how does it compare to other leading marketing automation platforms on the market?

In this article, we’re going to provide you with an in-depth review of ConvertKit’s features and pricing and more to help make it easier for you to choose the right marketing automation platform for your business.

Let’s get started?

ConvertKit Review 2023

Overview

ConvertKit was founded to help creators (bloggers, authors, podcasters etc.) build and grow their brand online through email marketing and since this day they have remained true to their word helping people from across the globe make a living doing what they love.

While this has resulted in their platform evolving over the years to tailor towards their needs, they have not let this get in the way of creating a well designed, reliable platform that is used by thousands of business owners every day.

Features

Email Marketing

ConvertKit allows you to create and send simple yet stunning emails with ease through the easy to use email builder while putting a big emphasis on keeping things simple to ensure a great user experience for your subscribers.

Landing Pages

Another feature that sets ConvertKit apart from other competitors is they provide you with a built-in landing page builder while allowing you to create mobile responsive, user-friendly landing pages that let you turn website visitors into subscribers and paying customers.

They also offer a large collection of conversion optimised templates to get started and their platform integrates well with your existing tools to ensure a hassle-free creation process.

Commerce

Looking to turn your audience into paying customers? ConvertKit has you covered with their built-in commerce features which allow you to sell your digital products with ease. Whether its an eBook, paid newsletter, music or coaching service ConvertKit provides you with an easy to set up payment gateway making payments simple and stress-free

Email Sign Up Forms

Converting your website visitors into subscribers shouldn’t be complicated. With ConvertKit they also provide you with a built-in email sign up form builder allowing you to embed your signup forms across just about any website page you need.

Whether it’s an embedded form, popup form or more ConvertKit allows you to create and deploy your forms as you see fit saving you time and money switching between multiple platforms.

Automations

With the world becoming more connected and global than ever before, being able to reach a global audience while providing a personalised experience can make or break your brand. 

ConvertKit allows you to build highly personalised automations to your subscribers no matter whether they are based in Australia, Canada or Tahiti. From creating time-triggered follow-up emails to separate paths based upon an action your subscriber takes ConvertKit does the heavy lifting for you so that you can focus on what matters most.

Creator Pro

For those looking to really take their email marketing to the next level ConvertKit also provides a number of pro features including the ability to review individual subscriber engagement levels, track deliverability, create subscriber-specific advertising campaigns and more. 

Reporting

No platform would be complete without the ability to know exactly what results and return on investment you are getting from your campaigns and ConvertKit is here to make that happen.

ConvertKit provides you with a comprehensive breakdown of how each of your campaigns and automations is performing from open rate to click-through rate and conversion value ConvertKit makes it easy for you to check in on the numbers that matter most.

Integrations

Having an email marketing platform that plays well with your favourite tools not only saves you countless hours of tech support issues but it also helps you get the most out of your day by reducing the need for manual data entry and more.

ConvertKit integrates with a growing number of leading platforms including scheduling platforms, eCommerce platforms, reporting platforms and more to ensure a flawless user experience across your entire tool stack.

ConvertKit Review - Pricing

Pricing

ConvertKit offers flexible pricing options for every business regardless of size and budget including a free email marketing plan for up to 1,000 subscribers and plans from $29 per month for those looking for drip email marketing campaigns.

  • 0 to 1k subscribers– $29 month/$25 per month (billed annually)
  • 1k to 3k subscribers– $49 month/$41 per month (billed annually)
  • 3k to 5k subscribers – $79 month/$66 per month (billed annually)
  • 5k+ subscribers – from $99 month/83 per month (billed annually)

FAQs

How much does ConvertKit cost?

  • ConvertKit’s pricing varies depending upon the number of subscribers you have with plans starting from $29 per month.

Does ConvertKit offer a free trial?

  • Yes, ConvertKit offers a free 14-day free trial to get started.

Can I migrate my existing subscribers to ConvertKit?

  • Yes, ConvertKit allows you to import your existing subscribers and also offers a migration service for those looking for additional assistance.

What customer service options does ConvertKit offer?

  • ConvertKit provides support via live chat and email.

Alternatives

Still not convinced if ConvertKit is right for your business, here are some other platforms we recommend exploring when choosing an email marketing platform for your business.

Summary

Overall ConvertKit provides their customers with a well designed, easy to use platform that doesn’t cost a fortune while also offering everything you need to build and grow an audience with their inbuilt landing page builder, sign up forms and eCommerce features.

While they do lean heavily towards catering towards creators, this isn’t to say it can’t be used with just about any business given the fact that creating high-value content is a major contributing factor to building a successful brand in today’s world.

With this in mind, we use and recommend ConvertKit for all of our email marketing campaigns and would highly recommend including it within your shortlist when looking for a reliable email marketing tool for your business.

And there you have it! A comprehensive review of ConvertKit’s features, pricing and more to help you make the right decision when it comes to choosing a marketing automation platform.

Ready to Try ConvertKit For Yourself?

Thinking about using ConvertKit within your business? Get started today with a free 14-day trial which provides you with access to all features so that you can explore the platform in detail or let us take care of it for you with our ConvertKit consulting services including account setup, campaign creation and more to ensure you get the most out of your email marketing.

Happy automating!

Questions to Ask Before Using Marketing Automation

15 Questions to Ask Before Using Marketing Automation

When it comes to implementing a new software platform within your business it can be an overwhelming experience, especially when it comes to marketing automation.

With many technical aspects to take into consideration, most business owners often find themselves with countless questions to ask when looking for the right marketing automation platform that suits their individual needs.

A recent study conducted by Social Media Today also indicated that 75% of businesses are using some form of marketing automation within their business which means if you’re not in that percentage you’re not only leaving money on the table when it comes so saving time and resources but you stand a strong chance of being left behind by the competition.

With this in mind, we have taken the time to make your research process easier by outlining 14 critical questions to ask before using marketing automation within your business.

We’ve covered everything from common questions you may have about marketing automation to product features, pricing, integrations and set up to ensure you have a comprehensive understanding of marketing automation and how to get the most out of it for your business.

Sounds good? Let’s get started!

Questions to Ask Before Using Marketing Automation

  1. What is the difference between email marketing and marketing automation?
  2. Is email marketing still effective?
  3. Which is the right marketing automation platform for me?
  4. How much does a marketing automation platform cost?
  5. What automation features does the platform provide?
  6. Should I use an all-in-one marketing automation solution?
  7. What integrations do they provide?
  8. Do they offer a free migration service?
  9. How do I import my existing contacts?
  10. What ongoing support options do they provide?
  11. What campaigns am I looking to create?
  12. How do I track the return on investment from my marketing automation campaigns?
  13. Do I have the experience to build my own campaigns?
  14. Is marketing automation right for your business?

What is the difference between email marketing and marketing automation?

First up is one of the most common questions people have when it comes to marketing automation, “What is the difference between it and traditional email marketing?”

Email marketing platforms often allow you to send static email campaigns to a list of subscribers that have often opted into your mailing list or requested emails on a once-off or ongoing basis.

With marketing automation, not only can you incorporate email marketing within your strategy but it also allows you to create highly personalised campaigns based upon the actions the individual subscriber, lead or customer takes within your website or sales cycle.

Drip Marketing Automation Workflow

From sending time-specific email campaigns to updating their contact record within your CRM or showing a specific retargeting ad through Facebook, the choices are endless.

Is email marketing still effective?

A big misconception that people often have when it comes to deciding if email marketing and marketing automation is right for their business is that email marketing is dead?

Email Marketing ROI

With new platforms and channels appearing almost daily, there were a lot of rumours that email marketing was soon destined for the internet graveyard alongside other game-changers like Myspace and Hotmail. However, this couldn’t be further from the truth.

While the days of sending irrelevant, sales focussed emails are long gone, sending high value and relevant email campaigns are still one of the best ways for building and growing your own audience and business today.

Which is the right marketing automation platform for me?

Just like choosing any software platform, there is no shortage of choices when it comes to marketing automation platforms available on the market!

While some are often built with specific industries in mind, most platforms are universal and can work across every industry imaginable including accountants, hotels and construction firms.

It’s important to conduct some research on the best marketing automation platforms available and see how they stack up in terms of pricing, features and support for your industry, you may even want to reach out to their platform directly for a personalised demo or sales meeting.

Most will also offer a free trial so that you can test out the platform first hand as well.

How much does a marketing automation platform cost?

Another thing to take into consideration when choosing a marketing automation platform is of course pricing, with platforms ranging from free to thousands of dollars a year it’s important to ensure that you’re getting the best bang for your buck.

Depending upon which platform you choose, some charge based upon the number of subscribers while others charge based upon features so it’s important to factor this in.

Drip Marketing Automation Pricing

If used correctly, marketing automation can be seen as an investment rather than a cost as it works 24/7/365 saving you time and money spent on manual outreach campaigns.

What automation features does the platform provide?

Just like when buying a car, it’s important to check under the hood to see what features each platform provides and at what price point.

ConvertKit Features

Some essential features to take into consideration are:

  • Automation triggers
  • Personalisation options
  • Email templates
  • Contact management
  • Supported integrations
  • Segmentation
  • Reporting
  • Customer support

As previously mentioned, some platforms offer a host of features and simply charge based upon the number of active subscribers whereas others have been known to charge for certain features which may end up costing you more than you had expected so do your homework.

Active Campaign Features
ActiveCampaign Features

Should I use an all-in-one marketing automation platform?

Another thing to take into consideration when choosing a SaaS platform for your business is whether to go with individual offerings or opt for an all-in-one solution.

While having your entire marketing and sales stack under one platform can be beneficial in terms of data management and time saved switching between multiple tools there can also be setbacks from selecting an an-in-one platform as well.

Often platforms that offer countless features are good at some things but not great at anything which often leads to features not working as well as they do on other platforms so it’s best to compare the pros and cons for each platform before committing to it.

What integrations do they provide?

While most marketing automation platforms offer an extensive array of integrations with other SaaS platforms it’s always important to dig a little deeper and see just how well each of the platforms work together when it comes to native integrations.

MailerLite Integrations

Failing this, you can always look to automate workflows between your SaaS platforms using tools such as Zapier or Integromat which in some cases may be a better option as it allows you to keep all of your integrations in one easy to manage workspace.

Do they offer a free migration service?

Most of the leading marketing automation platforms will often offer a free migration service from your existing email marketing platform including the importing of contacts and configuration of your account to make the process easier, however, you will need to create your own campaigns.

ConvertKit Migration Services
ConvertKit Migration Services

It’s best to double-check how your current and existing platforms manage and store data to ensure a smooth migration process and limited downtime. 

How do I import my existing contacts?

As mentioned above, most providers will often provide free migration services to ensure an easy onboarding process and make it easy for you to get started on the platform.

In the event you are importing contacts from an external source, most providers will often need to verify how you obtained this data to comply with GDPR and privacy laws as only those who have opted into receiving marketing mastering can be imported into the platform.

What ongoing support options do they provide?

Depending upon your own personal technical knowledge, you may require ongoing support to ensure you get the most out of the platform and can resolve any issues if and when they arrive.

Most platforms will commonly offer support via telephone, live chat, support tickets and email and some may even offer support in different time zones and languages.

What campaigns am I looking to create?

Now that you’ve covered most of the technical and product questions, it’s now time to determine exactly what type of campaigns you are looking to create.

Depending upon your individual business needs and customer profile will impact what type of campaigns you create, however, we’ve covered some of the most common campaigns below.

  • Lead nurturing campaigns
  • Customer onboarding campaigns
  • Customer referral campaigns
  • Product launch campaigns
  • Event-based campaigns
  • Re-engagement campaigns

Take a moment to note down your ideal customer profiles and build a list of what campaigns most relate to them and use it as a reference when creating your campaigns.

How do I track the return on investment from my marketing automation campaigns?

All major marketing automation platforms offer built-in reporting to ensure you can accurately track and optimise your campaigns.

The most important metrics to take into account are:

  • Open Rate
  • Click-Through Rate
  • Bounce Rate
  • Conversion Rate
  • Revenue Generated

Depending upon what type of business you are and how you track and manage your conversions will determine the outcome of each of these metrics, however, most of these results should be able to be tracked if configured correctly.

Do I have the experience to build my own campaigns?

Next up you need to determine if you have the experience to build your own campaigns or whether it’s better to engage with a  marketing automation specialist in the creation of your campaigns to ensure they convert well.

Alternatively, most providers will often provide you with a range of pre-built templates, training videos and more to assist you in building your first campaigns.

Is marketing automation right for your business?

Finally, the most important question you need to ask yourself is whether marketing automation is right for your business and in 99% of businesses the answer is YES!

Whether it’s to save time in managing manual email marketing campaigns, reduce overheads from creating traditional marketing campaigns or simply growing your business to new levels, marketing automation can be deployed across any business regardless of size or industry.

If you’re unsure of exactly how you can use marketing automation within your business consider scheduling a free 20-minute consultation with our team so we can learn more about your brand and provide you with a clear roadmap to using marketing automation with your business.

And there you have it, our comprehensive list of 14 questions to ask before using marketing automation within your business to ensure you make the right decision.

Happy Automating

Get Your Free Questions to Ask Before Using Marketing Automation Checklist

Ways to Use Marketing Automation Within Your Business

6 Ways to Use Marketing Automation Within Your Business

Marketing automation can save you countless hours within your day if used correctly.

However, for many non-tech savvy business owners knowing how to deploy it effectively within your business can result in it being put on the back burner.

So with this in mind, we thought we’d make the process a little easier by outlining 6 ways you can use marketing automation with your business that will help you streamline your marketing campaigns and help turn subscribers into brand advocates year-round.

Ways to Use Marketing Automation Within Your Business

Lead Nurturing Campaigns

Lead Nurturing Campaigns

Turning leads into paying customers doesn’t happen at the drop of a hat, especially when you’re selling high-end products or services.

Being able to also identify which of your leads are the most engaged and where they are at within your buyer’s journeys is also paramount to building trust. With marketing automation, you can create personalised campaigns that provide leads with relevant content that help them make an informed decision and bridge the gaps within their decision making process.

By creating an automated multi-sequence email marketing campaign that delivers relevant content within each email you can then know where each of your leads within your buyer’s journey so that you can then follow up with them personally.

Customer Onboarding Campaigns

Customer Onboarding Campaigns

Ensuring a smooth onboarding process can make or break your brand’s reputation.

However, being able to provide a tailored customer onboarding experience for each and every customer isn’t easy as most customers will require different levels of support.

With marketing automation, you can create customer-centric onboarding campaigns that ensure they receive tailored content and resources that help them throughout their onboarding process and ensure they become lifelong customers.

Customer Referral Campaigns
Customer Referral Camapigns

Customer Referral Campaigns

One of your best sources for creating brand awareness and attracting new customers is none other than your existing customer base.

Not only are they already familiar with you and your brand, most loyal customers often love sharing their favourite brands with those they know which provides you with a great opportunity to create a knock-on effect when it comes to winning new business.

Whether it’s as simple as asking for a review to be left on Google Business or Facebook, incentivising them with a promotional discount or gift in exchange for referring new business marketing automation allows you do this with ease.

Product Launch Campaigns
Product Launch Campaigns

Product Launch Campaigns

Another opportunity for generating new business from existing customers or leads are product launch campaigns.

While every lead may not be the right fit for your products or services on the first outreach, a recent product or service you may have launched may now be exactly what they need. You can also use this strategy to keep your current and existing customers aware of products or services that may complement their existing purchases.

Event Based Campaigns

Event-Based Campaigns 

Working hand in hand with product launch campaigns are event-based campaigns.

Depending upon what products or services you offer in your business, event-based campaigns allow you to nurture your subscribers, leads and customers and different times within the year.

Whether it’s Christmas, birthdays, end of the financial year or Black Friday by creating personalised event-based campaigns it provides you with another great opportunity for nurturing and converting your subscribers year round no matter what the occasion.

Re-Engagement Campaigns

Re-Engagement Campaigns

Last but not least in our list of ways to use marketing automation within your business is none other than re-engagement campaigns.

While it’s important to remember to respect your subscriber base and never flood their inbox with irrelevant offers and emails by simply maintaining a well-maintained list of active subscribers is a proven way to generate a positive return on investment for your existing subscribers and removing those that more than likely will never buy your products or services.

By creating high-value re-engagement campaigns that allow you to segment and remove non-engaged subscribers you can rest assured to always have a quality list of subscribers.

And there you have it, 6 proven ways you can use marketing automation with your business to help you get the most out of your email marketing campaigns.

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