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A Practical Guide to
Selecting a Marketing Automation Platform
and Mapping Out Your First Campaigns 
Hi, I’m James
I work at
The Solutions Group
I used to be
a computer nerd
I used to be
a computer nerd
a server engineer
I used to be
a computer nerd
a server engineer
a web designer
Now:
I rock a
variety of
different titles
Marketing Automation
Overview
It’s Not a Miracle Cure
A Practical Guide to Selecting a Marketing Automation Platform and Mapping out your First Campaigns.
Platforms
Platforms
Specific features
• Emails
• Landing pages
• Dynamic content
• CRM included, integrations
• Visitor ID tracking
• E-Commerce
• API
Email
4000%$40.56 for every $1 spent
2011 DMA study: http://www.the-dma.org/cgi/dispannouncements?article=1590
“Email is 3x more likely
to prompt a purchase
than Social Media
McKinsey & Company “Why Marketers Should Keep Sending You Emails”
Landing Page Builder
Companies with 30 or more
landing pages generate
7x more leads
than those with fewer than 10.
Source: Hubspot
Dynamic Content
CRM:
Integrated or Included
Visitor ID Tracking
E-commerce
API Available
Lead scoringLead Scoring
Retargeting Costs
You can start with low ad costs,
but the time investment can get up there
How much will you spend?
Don’t Jump the Gun. PLAN.
Define a Customer Flow
A Practical Guide to Selecting a Marketing Automation Platform and Mapping out your First Campaigns.
A Practical Guide to Selecting a Marketing Automation Platform and Mapping out your First Campaigns.
Get Over Templates. Go Plain
Get Over Templates. Go Plain
Send from Real People
NOPE! I’m not in buying mode.
Which one would you open?
A guy who is writing me personally?
(or so it seems)
This will be opened 9 times out of 10
A Practical Guide to Selecting a Marketing Automation Platform and Mapping out your First Campaigns.
Campaign
Ideas
Lead Nurturing
#1
Ask for Reviews
#2
Referral Campaigns
#3
#4
On-Boarding Series
#5
Win-Back Campaign
#6
Cross/Up-Sell
#7
Reorder Reminders
Content importanceContent is the Fuel
Let’s Recap
• Have a plan
• Invest in content or #Fail
• Scrub your lists and segment
Who has Questions?
A Practical Guide to Selecting a Marketing Automation Platform and Mapping out your First Campaigns.

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A Practical Guide to Selecting a Marketing Automation Platform and Mapping out your First Campaigns.