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.
Which Insider One features have you found most useful in improving customer engagement, and why? Are there particular tools or strategies within the platform that have made a measurable difference in your campaigns?
Based on my experience with Insider One, a few features have significantly enhanced customer engagement. I utilise behavioural analytics to understand how customers engage with campaigns and content. This helps me understand what works and what doesn’t. For example, tracking which pages or emails get the most attention lets me adjust campaigns to better match customer behavior.
I also rely on personalized recommendations. Showing content or products based on what a customer has looked at or purchased in the past gets a better response than sending the same message to everyone.
On top of that, Eureka search recommendations help surface relevant products or content directly when customers search, making discovery faster and more engaging. Similarly, Instory’s Insta-style recommendations present content in a visual, scrollable format that feels intuitive and fun, which has boosted engagement on campaigns and product feeds.
Automated omnichannel customer journeys are helpful too. I can set triggers for things like abandoned carts or repeated page visits. This lets me reach customers on their favorite channels at the ideal moment without having to do it manually every time.
Using these features together has made it easier for me to keep customers engaged and make interactions feel relevant. How do others use these features to improve engagement?
Answered: Tu Oanh Tran on February 16, 2026
Architect (journey orchestration): The drag and drop journeys + AI powered segmentation let us react to behavior in real time across web, app, email, SMS, and push, which cut “missed” triggers and lifted engagement on key journeys.
Predictive segmentation & personalization: Using Insider’s AI intent and predictive models to target likely buyers or churn risks made our campaigns feel a lot more like hyper personalization, not batch blasts, and we saw clear uplifts in conversion, AOV, and repeat visits in case studies and our own tests.
Onsite / in app experiences: Things like personalized banners, recommendations, and gamified widgets (wheel of fortune, stories, etc.) consistently boosted engagement and lead capture. PUMA and Lenovo style results (double digit conversion and AOV lifts) are pretty representative of what you can get if you use it well.
Insights Agent & analytics: Being able to ask questions in plain language and get insights, plus anomaly and opportunity detection, helped the team spot segments and campaigns worth doubling down on, without a separate BI tool.
In terms of measurable difference, the main wins have been higher conversion rates, more engaged email / web traffic, and faster time to value vs stitching point tools together, which lines up with how enterprise brands talk about Insider One in case studies and reviews.
There are a lot of “best marketing platform” lists out there, but small businesses often have very different needs depending on their size, industry, and goals.
When you were choosing a marketing platform, what factors mattered most in the decision?
For example:
- All-in-one vs purpose-built tools
- Ease of use vs flexibility
- Personalization vs automation
- Cost vs long-term value
--What tradeoffs ended up influencing your choice, and what would you prioritize differently today?
In my experience, this decision gets a lot clearer when small businesses stop asking “what’s the best marketing platform” and start asking “what kind of help do we actually need right now.”
Most small teams I talk to are not deciding between tools in a vacuum. They are deciding between doing it themselves, hiring an agency, or finding something in between that does not require them to become marketers overnight.
A lot of the tension shows up here. DIY tools give you control but require time and confidence most owners do not have. Agencies take work off your plate but can be expensive and disconnected from day-to-day reality. Platforms sit in the middle, and the experience can vary a lot depending on how much guidance and structure they provide.
What seems to matter most in the long run is not how many features a platform has, but whether it actually helps the team show up consistently without feeling overwhelmed. Tools that work with how a small business already operates tend to stick.
Curious what others prioritized when making this decision and what you would do differently now that you are actually using a platform.
Answered: Crystal R. on February 3, 2026
Having this conversation with small businesses all the time, the biggest issue usually is not that they need more tools. It is that they already have too many.
Most teams start with a few different platforms that each do one thing, and over time it becomes hard to keep everything consistent. Emails live in one place, contacts in another, content somewhere else. Things fall through the cracks.
A lot of the buyers we talk to end up looking for something more consolidated, like Levitate, because it is easier to manage day to day. Not because it does everything, but because it reduces the number of systems they have to think about while still letting them stay personal with customers.
In practice, the best fit usually comes down to whether the platform makes the team’s life simpler, not whether it has the longest feature list.
Hi Mark, Thanks for the question!
Ortto has powerful no- and low-code integrations with Salesforce, Stripe, Pipedrive, Facebook, Recurly, Zendesk, Google Ads, Slack and many more popular marketing, sales, and support tools. You can also connect to over 4,000+ other tools via Zapier, or use our custom API and webhook to integrate other platforms in your stack.
