Articles, Glossary Terms, Discussions, Topics, and Reports to expand your knowledge on Marketing Automation Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, topics to contrast viewpoints, and reports from industry data.
For any B2B business, lead generation and MQL conversions become a root cause of worry, so much so that nobody even eats anything before the first standup of the day.
Marketing automation isn’t just about sending emails but creating a personalized journey for your customers. It helps handle repetitive tasks so you have more time and ease as you build and nurture business relationships. You can refine campaigns ranging from generating leads to retaining them as loyal customers. Automation looks after many of your company’s moving parts.
Integrated marketing is the strategic alignment of marketing channels and messages to improve the customer experience. Learn best practices for campaigns.
Video conferencing is a way to hold live online meetings with audio and video, helping teams, customers, and partners connect from any location. Learn more
Customer engagement measures how brands interact with clients throughout the customer's lifecycle. Learn about customer engagement models and the benefits.
Marketing automation is when software is used to automatically complete various marketing tasks by following triggered prompts. Learn about its benefits.
Intent data is sales intelligence that collects user behavior based on interests. Learn the benefits of collecting this data for sales and marketing teams.
Digital marketing refers to marketing tactics and efforts taking place online. Learn the types, stages, and benefits businesses can expect from a strategy.
The ruling in July 2020 re:privacy shield seems like no data can be on servers outside the EU.
Have a look at Salesflare! The company is based in Europe and is compliant with the GDPR. You can even explicitly sign a Data Processing Agreement with Salesflare. More on it here: https://howto.salesflare.com/en/articles/1937959-data-processing-agreement-dpa
Answered: Jeroen Corthout on August 31, 2021
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Answered: Harold murillo on February 12, 2021
Really Simple Systems is compliant with the EU's GDPR. We are UK based and our data servers are based in the EU. See https://support.reallysimplesystems.com/gdpr-compliance-statement/
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I've tried using goals in our automations, but haven't been able to make them work effectively
Depends on what the goal is. Some focus only on selling, some only on branding, etc. I focus only on getting attention. It's why I use the RSS triggered email function. I know that if I get the same message out there, the same way, on the same schedule consistently, I'll eventually get the sale on my website and the followers I want on my whole social media platform., which are my two primary objectives.
Answered: Maxie Carpenter on July 2, 2020
Goals help marketers to exit contacts from workflows.
Examples include: Form Submission, Email engagement, scheduling a meeting, page views, enrolment in another workflow etc.
Please contact me if you need help.
Regards,
Ravi Jasti.
Answered: Ravi Jasti on March 30, 2021
Hi Max - I'll paste the official AC definition here and then comment with an example:
"a Goal action is a way to move a contact to another location within an automation as soon as they meet specific conditions, which are configured in the Goal action. Once a contact meets these conditions, they will immediately jump from their current location to the Goal, skipping all steps in between. They will then proceed to the next action in your automation. "
For example, the automation trigger is "Submits a form (in this example, a "keep me informed" list." The automation: 1) sends a thank you to the Contact Email 2) adds Contact to the "Keep Me Informed List 3) adds the Contact to a new "nurture" automation that sends a series of pre-made emails. But you prefer to send the text messages if possible, and skip the "nurture" automation entirely.
So you set a GOAL called "TEXT CONTACT" which checks if contact has a mobile phone number (could be a custom field you added to the form or a check box asking if they would like to receive text messages). If this condition is TRUE, the automation jumps to the TEXT CONTACT goal, thereby bypassing the START NURTURE automation.
This can also be accomplished by IF/THEN branching. But GOALS have more flexibility and are multi-directional. So you can move anywhere in the automation at any time.
If you'd like more help with this, please contact me.
Answered: Fred Peretz Cohn on April 14, 2020
I use goals to have a customer exit an automation. For example, the goal is to purchase the product. Once purchased, they are removed from the automation. If not purchased, the continue along the email sequence. This avoids sending emails about a product that the customer already purchased.
When I need to hand a CSV of our prospects to a colleague and then it's almost un reedeable.
This might need some finessing. I would take this csv into excel and clean it up. Find and replace the error character in the cells and export to a UFT-8 csv. Hopefully this helps.
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Answered: Wayas Mercy on March 10, 2022
To ensure those accents and ñ’s stay perfect, Mailchimp exports all files in UTF-8 encoding, the gold standard for preserving international characters. When a file looks unreadable, it’s usually just because Excel needs a quick nudge to speak the same language.
To make sure your data looks as good for your colleague as it does in Mailchimp, have them Import the file instead of double-clicking it: in Excel, go to the Data tab, select From Text/CSV, and ensure the File Origin is set to 65001: Unicode (UTF-8). This simple step ensures our universal format is translated correctly on their screen. If you're often sharing these on the go, we'd also recommend trying Google Sheets, which is great at automatically recognizing Mailchimp’s encoding without any extra steps.
