Essentially, you can tell Office Autopilot what to do if certain things occur. For example, if a customer places an order, you can send an order to your fulfillment house to fulfill that order. Or if a customer leaves, you can send them a last minute special offer. Just select the trigger for the action, then select what list it applies to then select what to do when that action is trigger.
In the old world of information scarcity, the concept of “lead generation” meant marketing found the names of potential buyers and passed them to sales. Buyers expected that they would have to talk to sales and sales expected to speak to uneducated early stage buyers that may not yet be qualified. This has all changed. Today, buyers can do their own research online and can find a variety of educational resources through search engines, social media, and other online channels. Through content resources, today’s buyer can learn a great deal about a product or service before ever having to even speak to a sales person.  So businesses must make sure that they build their digital presence.
Secondly, even if they can find it, they won’t click it unless you get them excited to. Traditional button copy like “Sign Up,” “Subscribe,” and “Submit” won’t do that. Like everything else on your landing page, it’s important your call-to-action be benefit-focused. If you’re offering your prospects membership to a newsletter filled with expert insight, instead of “Submit,” use something like “Send Me Expert Tips!” instead. Put the emphasis on what your prospects will get by converting, not what they have to do to get it.
Because prospective buyers won’t always end up at your website as they start their purchase journey, it’s important that you establish a presence where they may show up. A great way to deliver high-value content to the correct prospects is through content syndication – a content sharing strategy that can be used to promote your whitepapers, articles, news releases, etc. on other websites for greater reach and engagement. Through content syndication, your content appears on third-party sites and newsletters. And because most content syndicators deliver leads directly to your inbox, it’s a great way to keep leads coming in the door.
Step Three: Following that, an average of ten to nineteen emails are then automatically sent to the subscriber, most often with several days between each email send. The further the sequence gets, the longer the space between emails is. For example, within the first three or four auto responder emails, there may only be a day or two between each email send.However, as you get into the latter emails, it is common to leave a week between email sends so as not to encourage the subscriber to become frustrated and mark you as spam or unsubscribe from future mailings. https://blog.capterra.com/wp-content/uploads/2016/02/email-templates-720x360.png

ConvertKit is specifically designed with creative people in mind, and that’s why we’ve chosen it as our email marketing software here at Copyblogger. Any member of our editorial team — no matter how technically challenged — can easily perform any task that needs to be done, including sending messages, creating automated sequences, using tags for message segmentation, reviewing analytics, and identifying personalization opportunities. https://www.emailmanager.com/files/upload/blog/imagensblog/email_francisco01_ingles.png
Form-Scraping Tool: A form scraping tool that collects submissions on your website's existing forms helps you automatically consolidate all your leads into your contact database, regardless of which form visitors submitted on your website. HubSpot customers can create and embed forms using HubSpot, which automatically populate into your CMS. Non-HubSpot customers can use a form creation tool like Contact Form 7, JetPack, or Google Forms, and then use HubSpot's free collected forms feature to automatically capture form submissions and input them to a contact database.
Next up is building an email newsletter. The best services offer several ways to do this; you can import your own HTML, start from scratch, or use a pre-designed template. Most of these services have drag-and-drop UIs that let you choose exactly the elements you want to include, as well as image libraries in which you can store assets such as your logo or company photos. Tools that let you test your emails for spam are also essential since there are some seemingly innocuous terms that may send up red flags and drop all of your hard work into your subscribers' junk folders or, worse, get your emails banned before they ever reach their recipients.
Lead scoring is a way to qualify leads quantitatively. Using this technique, leads are assigned a numerical value (or score) to determine where they fall on the scale from “interested” to “ready for a sale”. The criteria for these actions is completely up to you, but it must be uniform across your marketing and sales department so that everyone is working on the same scale.
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As mentioned before, the type of email campaign you send depends entirely on your goals with email. If you’re looking to drive direct sales then sending marketing offer and announcement campaigns are going to return the best results, however if you are simply looking to keep your existing customers up-to-date on the latest projects, products or developments at your company, then sending a regular newsletter is going to be the best way to achieve that.
What should be the time frame between sends? At the beginning, you want to ensure that you do not take too long between sends. Your subscribers have just signed up and are enthusiastic about receiving your communication, so take advantage of that enthusiasm.While once daily is too frequent, you can begin by spacing your emails out with only a day in between. After that, extend the time between to three days. As you get to the tail end of your auto responder, meaning that you are getting to the least engaged customers who have not converted and may mark you as spam or opt-out of the email, begin to stretch things out by five days or even a week. Many email marketing service providers will allow you to also mark days of the week that you don't want your auto responder to send, so you may want to eliminate weekend email sends of auto responders. Email open rates are lower on weekends.

Focus on the reader first. You should always write your emails to address the needs of your subscribers, not yours. Offer ways to solve their problems, don’t simply talk about your products and how great they are. (This is a part that so many companies get wrong.) Ask yourself, what are the biggest pain points/struggles for my subscribers? How can I solve their current problem in this email?
Many email newsletter software vendors offer transactional email support, which gives companies the ability to include promotional messages within the body of transactional emails. There are also software vendors that offer specialized transactional email marketing services, which include providing targeted and personalized transactional email messages and running specific marketing campaigns (such as customer referral programs).[citation needed]

Why does email list segmentation matter? We know that beyond relevancy, list segmentation is important from a revenue perspective. Data from the DMA indicates that segmented and targeted emails generate 58% of all email revenue. On top of this, our research found that marketers who used segmented campaigns noted as much as a 76% increase in revenue–and more than 76% of marketers say basic segmentation is part of their email marketing strategy.

If you’re going to get in the habit of pitching often, try to put yourself in the reader’s shoes. Ask yourself if your messaging is consistent with the expectations you’ve set. As I said before, Amazon does this well because they send relevant offers based on my buying habits. Those that send blind offers are far more likely to lose permission to keep doing so.

Marketing Automation is now a mature marketing technique, but across businesses many of the available tools are not fully exploited. Learn how to improve your marketing across the customer lifecycle by successfully leveraging B2B and B2C marketing automation techniques. Through B2B and B2C business cases, you will learn: how to review their current marketing automation maturity, how to prioritise their future investments in the year ahead, how to map their current approach against different customer touchpoints to identify new techniques.

It’s also important to understand that operationally we need to break down silos. Effective lead generation relies on marketers’ ability to connect the website user experience your site serves up, plus what you’re doing with SEO and SEM, email marketing, content marketing, and social media strategy, with a well-integrated blend of sales expertise. None of these things can be effective on their own, although we see companies separating out these services and failing to integrate them all the time. Big mistake.
Lead generation is a key element in the sales process that has changed in recent years alongside shifts in sales and marketing landscape. Generated leads are no longer an indiscriminate list of names that marketing hands to sales. Leads are generated today by drawing in potential customers using a variety of methods, offering them useful information, building and nurturing relationships, and evaluating which leads are ready to move forward in their buying journey. For more detailed information, visit our blog post on “5 Ways You Can Generate More Qualified Leads ”.
One of the most simple and effective ways to re-engage an inactive subscriber is to tell your subscribers that you’re going to remove them from their list, but give them an opportunity to opt back in to your emails. Everyone wants what they can’t have and it might be just the thing that makes them feel like they need to start engaging with your email campaigns.
Well, charity: water took an alternate route. Once someone donates to a charity: water project, her money takes a long journey. Most charities don't tell you about that journey at all -- charity: water uses automated emails to show donors how their money is making an impact over time. With the project timeline and accompanying table, you don't even really need to read the email -- you know immediately where you are in the whole process so you can move onto other things in your inbox.
How should you balance useful content with solicitations for sales or offers? One of the greatest risks of an auto-responder program is having users become frustrated with hard-sales attempts and subsequently marking your email as spam, opting-out, or simply not opening future emails. All of the aforementioned activities can lower your quality score with email service providers and make it harder for your email sends to get into the inbox. Therefore, it's very important that your auto-responders actually contain useful information. While it's acceptable to include a sales offer along with useful information in each email, it is not advisable for you to make a sales-only email any more frequently than every fifth email in the series in order to protect your email sender reputation.
An investor lead is a type of a sales lead. An investor lead is the identity of a person or entity potentially interested in participating in an investment, and represents the first stage of an investment sales process. Investor leads are considered to have some disposable income that they can use to participate in appropriate investment opportunities in exchange for return on investment in the form of interest, dividend, profit sharing or asset appreciation. Investor lead lists are normally generated through investment surveys, investor newsletter subscriptions or through companies raising capital and selling the database of people who expressed an interest in their opportunity. Investor Lead lists are commonly used by small businesses looking to fund their venture or simply needing expansion capital that was not readily available by banks and traditional lending sources.
Did you know that 74% of companies that weren’t exceeding revenue goals didn't know their visitor, lead, MQL, or sales opportunities numbers? How about that over 70% of companies not achieving their revenue goals generate fewer than 100 leads per month, and only 5% generate more than 2,500 leads per month? These are just a few examples of what you’ll find in the report.
A sales qualified lead is nearly ready to make a purchase, but may have more specific questions or needs to be addressed by the sales team. At this stage, sales staff continues nurturing the relationship that marketing initiated. Because these leads have already been qualified, they are more likely to turn into sales, and the latter part of the sales cycle tends to move more quickly. Strong marketing-sales alignment can result in more effective lead generation and higher conversion rates.

Don't use CTAs to drive people to your homepage, for instance. Even if your CTA is about your brand or product (and perhaps not an offer like a download), you should still be sending them to a targeted landing page that's relevant to what they are looking for and includes an opt-in form. If you have the opportunity to use a CTA, send them to a page that will convert them into a lead.


No matter how effective the subject line you’ll always have subscribers who don’t open it for a variety of reasons. Send your email again specifically targeting a list segment of those who didn’t open the first time around. Not only is this a second chance in case they just missed the first email, it’s another opportunity to further split test subject lines as well as send times.

Don't use CTAs to drive people to your homepage, for instance. Even if your CTA is about your brand or product (and perhaps not an offer like a download), you should still be sending them to a targeted landing page that's relevant to what they are looking for and includes an opt-in form. If you have the opportunity to use a CTA, send them to a page that will convert them into a lead.
Lead generation is evolving, and the modern marketer needs to understand that an integrated marketing strategy is table stakes today. Want to know more? Download Marketo’s resource The Definitive Guide to Lead Generation, which includes a lot more information about lead gen, a really awesome sales and marketing alignment checklist that we use all the time, and other information that will get you on your way (registration required.)
In the old world of information scarcity, the concept of “lead generation” meant marketing found the names of potential buyers and passed them to sales. Buyers expected that they would have to talk to sales and sales expected to speak to uneducated early stage buyers that may not yet be qualified. This has all changed. Today, buyers can do their own research online and can find a variety of educational resources through search engines, social media, and other online channels. Through content resources, today’s buyer can learn a great deal about a product or service before ever having to even speak to a sales person.  So businesses must make sure that they build their digital presence.
Because lead generation is the first step of the sales process, both quality and quantity are important factors. Quality leads are leads that a salesperson has a good chance of closing, which means they must at least have the potential to become customers. Every lead list will have a number of junk leads – people who are not qualified to buy the product for some reason – but the smaller the percentage of bad leads, the less time salespeople will waste while processing that list. Quantity is also important because even a salesperson with a list of 100% good leads won't be able to close every one of them.

Email marketing is all about expectations, and it’s up to you to set them. If your call to action is strong, and your follow-up is consistent, then you can count on a positive campaign. However, if you promise to send one email per week and instead send them daily, then you’re setting yourself up for failure. On the contrary, if someone is expecting daily updates or critical product updates and you don’t’ deliver, then they are likely to be just as upset in that case too.


The inbound method attracts leads using online content. You create a website, or you write a blog, and you optimize it for online search through SEO (search engine optimization) techniques. This means the content has the appropriate keywords and answers the questions your target audience is asking. When your content is easily discoverable and begins to engage your readers, they become your leads. Depending on how you interact with them from then on, they can become your customers too. https://www.sendblaster.com/wp-content/uploads/2018/03/your-email-marketing-campaign-in-minutes.png
Another way to generate leads from social media is to run a contest. Contests are fun and engaging for your followers, and they can also teach you a ton about your audience. It's a win-win. Read our step-by-step guide for growing your email list using social media contests, which covers everything from choosing a platform, to picking a winner, all the way to analyzing your results.
Step Three: Following that, an average of ten to nineteen emails are then automatically sent to the subscriber, most often with several days between each email send. The further the sequence gets, the longer the space between emails is. For example, within the first three or four auto responder emails, there may only be a day or two between each email send.However, as you get into the latter emails, it is common to leave a week between email sends so as not to encourage the subscriber to become frustrated and mark you as spam or unsubscribe from future mailings.
The self-directed buyer’s shields are up, and they are ignoring your messages. Developing a relationship to cut through the noise is critical.  Not all leads that go to sales are ready to buy, so you have to make sure that you have in place a solid lead nurturing strategy to continue to build awareness and affinity for your brand while your prospect is self-educating. Through paying attention to your MOFU efforts through tactics such as lead nurturing, you can continue to have a relevant conversation with prospects long after your lead generation efforts.
Emails triggered by milestones, like anniversaries and birthdays, are fun to get -- who doesn't like to celebrate a special occasion? The beauty of anniversary emails, in particular, is that they don't require subscribers to input any extra data, and they can work for a variety of senders. Plus, the timeframe can be modified based on the business model.
As a growing business, you may also be looking for a CRM solution, and you'll find that the more advanced email marketing services have begun to crossover into CRM. It makes sense: Both types of software deal with managing and communicating with customers. A handful of these services are one-stop shops, either offering both email marketing and CRM out of the box or as add-on services.
Companies considering the use of an email marketing program must make sure that their program does not violate spam laws such as the United States' Controlling the Assault of Non-Solicited Pornography and Marketing Act (CAN-SPAM),[9] the European Privacy and Electronic Communications Regulations 2003, or their Internet service provider's acceptable use policy.
While constant follow up sounds like a lot of work, SendFree makes it easy. SendFree autoresponders automate the follow-up process for you. First, they’ll immediately deliver your promotional messages to your prospects when they're hot. Then they’ll send automated and personalized follow up messages that build trust, close sales and make you money!
I find that people who waste my time on their initial email usually end up being unsubscribed. Maybe it’s just me but I like to get to the point fast and need value. I’m not your buddy, your pal or want to engage in a “whats up” salutation scenario, I’m busy. The “take away” “ends tomorrow” from email sequences I have not had a chance to go through end up in that big circular file known as trash.

While constant follow up sounds like a lot of work, SendFree makes it easy. SendFree autoresponders automate the follow-up process for you. First, they’ll immediately deliver your promotional messages to your prospects when they're hot. Then they’ll send automated and personalized follow up messages that build trust, close sales and make you money! https://cdn3.wpbeginner.com/wp-content/uploads/2016/08/emailmarketingservices.jpg

Content: While the download of a coupon shows an individual has a direct interest in your product or service, content (like an educational ebook or webinar) does not. Therefore, to truly understand the nature of the person's interest in your business, you'll probably need to collect more information to determine whether the person is interested in your product or service and whether they're a good fit.

The form on your landing page consists of a series of fields (like in our example above) that collect information in exchange for the offer. Forms are typically hosted on landing pages, although they can technically be embedded anywhere on your site. Once a visitor fills this out — voila! — you have a new lead! (That is, as long as you’re following lead-capture form best practices.)

Though they’ve been around for a while, not all small business owners are familiar with the capabilities that autoresponders offer. To help businesses start reaping the benefits, this post provides important definitions, different types of autoresponders and 13 specific examples of how they can be used right away to increase engagement, leads and sales.
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