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How to Win With Marketing Automation

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BEST PRACTICES MARKETING Zoom Out Zoom In

By Kayleigh Hines 0 346 May 27, 2015

33 24 3 0 0 0 Total: 60

Technology is at an all time high. Billions of users have some type of

technology right in the palm of their hand. Nowhere is that more

apparent than in digital marketing.

have been using marketing automation for more than 2 years. In fact,

email marketing was reported as the number 1

by top performing business to business marketers.

using marketing

automation. In short, marketing automation is taking over the world

of marketing.

79% of top performing companies

most effective tactic

for lead nurturing

63% of companies are outgrowing their competitors

– nearly 40 times thatEmail remains more effective than social media

4min

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of Facebook and Twitter combined. If you already have digital

marketing tactics in place and need to clean it up a bit or if you are

starting fresh, here are some steps to create effective workflows

within email automation.

PLAN

Benjamin Franklin

“If you fail to plan, you are planning to fail.”

In order to begin the process, planning your attack method is vital. A

great starting point is to create a blueprint of what current needs are.

Take a look at your own inbox. What sorts of automated emails do

you find? For instance, if someone made a purchase, having an

automated “Thank you” email or even a confirmation email for

purchases. These are basic workflows that should be put in place

before starting anything more sophisticated. Look at your data

.

to

make insightful actions

suggests to set goals for the lead so there is continual

contact between your company and the customer. “When a lead

Hubspot

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reaches the set goal, the campaign stops. From there,

, send them to sales, or take other actions.”

you can move

them to a new campaign

CHOOSE

“Learn to say ‘no’ to the good, so you can say yes to

the best.”- John C Maxwell

Step 2 is find a marketing automation platform. Popular platforms are

Hubspot, Pardot, Act-On, Oracle Eloqua, Marketo, and SharpSpring.

While price is always a realistic factor, remember to choose the

platform that best fits your company needs. Email automation exists

with platforms like Mailchimp and Vertical Response, but if you think

you’ll need forms or the ability to create sophisticated campaigns, go

with one of the aforementioned platforms. Before settling on a

specific platform, be .sure to look at some factors before integrating

– 92% of CMOs say this is their

system. Because marketing automation is

complex, it’s wise to choose one that’s user-friendly. Your system

should come with training courses at no extra cost.

Usability #1 criteria when choosing a

marketing automation

avoid FOMO. sign up!

First Name *

Last Name *

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– Make sure the tools you use will integrate well with

your new marketing automation platform. If you advertise on mobile,

make sure your platform provides responsive templates and forms.

Compatibility

– All platforms should integrate with social media

platforms such as Facebook, Twitter, and LinkedIn.

Social media

– If you need to create webinars, customized content, or

landing pages, ensure your platform has these capabilities.

Content

– All marketing automation have some type of tools enabled for

emailing however some are better than others. Look at those that

offer nurture or drip campaigns, subject lines for A/B testing, and

demographic segmentation.

Email

According to , an important factor to look at is Customer

Relationship Management (CRM). CRM integration with marketing

automation can improve both your marketing and sales efforts, and

can be the difference between closing a sale, or generating a greater

volume of leads. It’s important to remember, not all

. While the process of bi-directional syncing works in

many instances, there are even more benefits that come from a

marketing automation platform with built-in CRM.”

Sharpspring

CRM integration

is created equal

sign up!

Email *

I am interested in working with Red Branch Media

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@REDBRANCHMEDIA- is a full-service#B2B #marketingagency, primarilyfocused on HR and

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CONTENT

“The best marketing doesn’t feel like marketing.”-

Tom Fishburne

Now begin to create emails that inform and are attractive to the

customer. Remember, this interaction is human to human, so don’t be

salesy. 33% of email recipients open email based on the .

Something as small as personalizing the subject line with the

by 22.2%.

says to “Consider A/B testing the

landing page: Not sure which image or headline to use on your

landing page? to show half the visitors one version,

and half another. You can automate this process, and then monitor

results to see which version has a higher conversion rate.”

subject line

customer’s name can increase the open rate

Contentmarketinginstitute.com

Run an A/B test

WORKFLOW

“Aint nobody got time for that.”- Kimberly “Sweet

global workforcevendors. RBMhandles clients of allshapes and sizes.

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“Aint nobody got time for that.”- Kimberly “Sweet

Brown” Wilkins

The beauty with marketing automation is once you set it all up, you

let it do its job. As you generate more users, it will allow you to focus

on other important tasks. Creating workflows and tasks allows you

to work on new content and even more sophisticated workflows

based on prospect behavior. For example, create a map for prospect

triggers (this could be a form on a case study, a white paper, a webinar

or simply clicking through a product tour).

Note, once you plug the workflow into the task, it is instantly

activated. Feel free to go back to your website and fill out the form

yourself to be sure that you created the workflow and task properly.

You can even integrate a long map. As the customer keeps clicking it

will keep sending different ads, blogs, or other relevant materials.

When creating workflows have a plan set up that would still keep the

lead engaged even if they decide not to fill out the form. Hubspot

suggests, “They didn’t complete that action because of some

hesitation — they didn’t want to fill out a form, or they had some

additional questions that stopped them from starting that trial. This

is an with related content (like product

videos or resources for the trial) and an alternative action (maybe

opportunity to follow up

CareerBuilderClearCompanyGreenJobInterviewInforVisibility SoftwareRecruiterBoxRecruiter.comReviewsnapVitru

Tweets by @RedBranch

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videos or resources for the trial) and an alternative action (maybe

they don’t want to use a trial, they simply want to get a demo or speak

directly with a sales rep).” This will decrease the tendency from leads

getting lost in between the cracks.

MEASURE

“Measurement is the first step that leads to control

and eventually to improvement. If you can’t

measure something, you can’t understand it. If you

can’t understand it, you can’t control it. If you

can’t control it, you can’t improve it.” – H. James

Harrington

Now check your open rates. Marketo displayed a survey which

showed only 46% of respondents routinely gain insight from

marketing analytics, , and 15% are not able to

access or use data to measure marketing effectiveness. Most

platforms allow you to view click rates on specific emails. Once you

see a high or low rate, begin to make changes as needed. Emailing

28% check occasionally

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marketing overall has an . The higher the click rate, the

better traffic and revenue, ultimately. Nurturing campaigns doesn’t

just work for top of the funnel leads, they also help create bottom of

the funnel value by warming up the prospect.

ROI of 4,300%

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TAGGED WITH: MARKETING RED BRANCH MEDIA

BY KAYLEIGH HINES

Kayleigh is the Communications and Email

Marketing Coordinator. She specializes in

controlling the corporate calendar and sending

killer b2b emails. Kayleigh cannot eat barbecue

chips straight from the bag, they have to be

refrigerated first. So cold!

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WHAT KEEPS ME

READING- EMAIL

MARKETING 2

A few weeks ago... I talked a little bit

about what makes ME (and this is

relative obviously) subscribe to email

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Marketing and all things Maren

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