‘Lead scoring' is what we think of when we consider ‘marketing automation'. Everyone knows by now about assigning a value to leads, so I won't bore you with the fine details here. The important part of lead scoring, which often gets missed out, is the follow-up. Nurture your best leads by following their engagements closely. Gauge their communication preferences, assess their buying behaviour, understand their journey, and communicate accordingly.
Even if you’ve already got a long list of emails for clients and prospects, you should never stop adding to it. Especially since it’s not nearly as hard as it sounds. For example, make sure your list is always growing passively with a signup feature on your website. Subscription forms should be on your home page, blog page and everywhere else you can fit it without taking away from more important content.
S • Segment. Market research and data analysis heavily inform this first step. You can also use marketing personas and the like to help. Your primary aim with this step is to identify differing customer needs according to relevant markers (e.g. demographic, behaviour, occupation, interests...). You then divide your market into ‘segments’ according to these needs.
The Preheader references the area before the main content. It's an excellent opportunity to grab a bit of extra pre-content web real estate. It's got a degree of prominence in the inbox, so it would be a waste not to use it for promotional purposes. Try popping a couple of links in here. Some companies find that they get the most clicks on links within their preheader
Based on all the information we have gathered during our in-depth research we assign a magic score to each vendor. This is based on factors that affect any solo ad purchase (for e.g: CPC, Sales, Conversion rate etc). We use our proprietary algorithm to do this. As a rule of thumb, higher the Magic Score, better the solo ad experience is going to be.
Demographics: Certain demographics like age, gender, job title, and other information that informs your buyer personas can be a good way to segment customers and customize messages. For example, a financial company may want to send retirement-themed emails to customers seeking information on offering their employees benefits and emails about college loans to university-based customers.
The success of daily deal email illustrates this. Customers gain value from a ‘daily deal' email and will come to anticipate the email in their inbox every morning. Tagging links in ‘daily deal’ emails will tell you a lot about the journeys within a given customer profile, as well as about preferences and behaviours. The ultimate sell is not important – what you are doing with ‘daily deal' (or ‘weekly tips') email content is building a relationship with your customers and learning more about how journeys within your brand work. All this information is important and can be put to use on later campaigns.
When a new customer is added to my accounting program, add the customer to a list in my email marketing tool – This zap enables you to automatically add new customers from your accounting tool into your email marketing system. From there, you can send them appointment reminder emails, product usage emails and more. It works with a number of billing & accounting applications, including Xero, Quickbooks, PayPal, Freshbooks, Stripe, WHMCS, Chargify, Recurly, Harvest, Zuora and more.

Use a call to action button – We ran some tests recently and found that including a call to action button (as opposed to just text links) increased our conversions by 28%. So when creating your automated email campaign, make sure to include a call to action button to increase your chances of people clicking through and taking your desired conversion action. It’s also important to optimize your call to action buttons, and this post provides a 3 part framework for creating the perfect CTA button.

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