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The 17 Best Marketing Automation Tools Available to You

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The 17 Best Marketing Automation Tools Available to You

A majority of businesses use marketing automation tools nowadays — in fact, studies cite around 56% of businesses currently use the technology, and that number continues to grow.

Learn More About HubSpot's Enterprise Marketing SoftwareWhile marketing automation software can help companies increase efficiency by streamlining their workflows, there are so many options to choose from, full of different solutions with various features and use cases.

In this article, we’ll cover:

What are marketing automation tools?

Marketing automation tools use software to automate repetitive marketing tasks. Some platforms only offer email actions, drip sequences, and CRM updates. Others may help with lead scoring, sales lead rotation, SMS, and more.

Automating your marketing tasks can benefit your business by increasing overall efficiency and allowing you more time to work on high-level projects. For example, you can use marketing automation tools to collect valuable data that can be used to create more personalized marketing campaigns and increase conversion rates.

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How to Choose the Best Marketing Automation Software

A more niche marketing automation product may be better for SMB and B2C environments, but B2B and enterprise companies may need a platform with wider capability. Here are some key areas to consider as you evaluate marketing automation software products to choose the one that’s right for you:

1. Determine Your Budget and Business Needs

If automation’s benefit can be summed up with one statement, it’s this: It will make you more efficient so you can focus on the tasks you enjoy and that have the highest return. With that in mind, you’ll want to evaluate price as you consider capability.

For SMBs and B2C organizations focusing primarily on email, a scaled-down system might be sufficient. However, with more advanced needs, enterprise (and thus higher ticket) software is more cost-efficient in the long run.

Be sure to choose a provider that’s reasonably priced but can also grow with you as your needs change. After all, reducing bloated operations is critical to scaling effectively.

2. Evaluate the Software’s Ease of Use

Automation isn’t a simple thing to implement, so make sure the interface of the software will work with you, not against you. See if you can find screenshots of the UX so you can determine if it looks simple and easy to navigate.

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Automation can be technical, so look for providers that have robust knowledge bases, tutorials, and other customer support options.

3. Explore Analytics and Reporting Options

You’ll want to be able to measure the success of any drip campaigns you have running, so make sure your automation software will keep track of the metrics that matter most to you.

In B2B and enterprise environments with many stakeholders, you may also need advanced reporting abilities such as personalized dashboards or automatic reporting via email.

4. Research Integrations

How well does the marketing automation software play with your existing stack? Integrations allow you to manage data and get more from your tools.

Pro-tip: You can find our essential apps for marketers in HubSpot’s App Marketplace.

5. Consider Potential Limitations

Some automation software platforms may limit the number of actions in a month or the database size you’re allowed.

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Going into any evaluation, know how many contacts you have, how many emails you send on average, and what you want the software to accomplish. This will prevent you from underestimating the cost of your automation software.

6. Request a Demo

Before making a final decision, consider reaching out to each provider’s sales team to request a demo or sign up for free trial offers. Trying out a marketing automation tool before you buy it can help you determine which features best serve your needs.

Here, we’ve cultivated a list of marketing automation tools examples to help you sort through your options and feel confident choosing the best solution for you and your team.

1. HubSpot Marketing Automation

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HubSpot’s marketing automation functionality is one of the most powerful tools on this list in terms of features. It’s also one of the most popular in terms of customer sentiment, according to the G2 Grid for Marketing Automation.

Of course, HubSpot has a full growth suite that includes sales software, marketing software, and support software, which all integrate automatically with HubSpot’s CRM.

The combined effect of having all of your data and growth activity in one place can unleash tons of creative automation possibilities that would be difficult or impossible if you use separate tools.

As a standalone, HubSpot’s marketing automation functionality includes an easy-to-use visual board where you can craft simple or highly sophisticated conditional workflows.

It can take time to master the tool (you’ll scale up more quickly with the help of HubSpot Academy), but once you get a grasp on it, the creative possibilities are endless.

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You can set up simple email list autoresponders, or build a smart and complex network of rules designed to target specific users with the exact right email, live chat, website experience, and more.

Basically, HubSpot’s automation tools go far beyond email, so you can scale your growth and spend less time on repetitive tasks.

Price: HubSpot’s email and form marketing automation tools are free. Increased access and features are available in paid versions of Marketing Hub, which start at $45 per month.

2. ManyChat

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Marketing automation isn’t just about email. Imagine automating some of the most repetitive conversations you have with customers on other platforms. ManyChat functions as a chatbot that can do just that on Facebook Messenger, Instagram Direct Messages, WhatsApp, and SMS.

A bot can be built in minutes with ManyChat’s templates and easy-to-use interface. In addition, the information you learn about your users can be synced to your CRM and other tools.

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Price: ManyChat offers a free monthly plan that allows engagement with up to 1,000 contacts via Instagram Direct Messages, Facebook Messenger, and WhatsApp. Additional access and features are available through ManyChat’s paid plans, which start at $15 per month.

3. SendPulse

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Having started out as an email marketing service, SendPulse gradually evolved into a full-scale marketing automation platform with a variety of channels to reach existing and potential customers. 

Established brands and small businesses alike can build highly personalized message flows that combine emails, chatbots, and SMS notifications. The visual chatbot builder itself is very versatile as it allows users to create chatbots for Facebook, Instagram, WhatsApp, Telegram, and Viber. It also supports ChatGPT integration, which will make the chatbot even more human-like.

Price: SendPulse provides a monthly free plan. Paid plans start at around $10 per month.

4. Moosend

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Moosend is an email marketing automation platform that caters to various industries, including ecommerce and SaaS.

The automation feature uses advanced website tracking and triggers that allow you to send the right email campaign to those in your contacts who are interested in a specific product or service. For example, you can set up a cart abandonment series to target potential customers who left their shopping carts without making a purchase.

Collecting and managing customer data can also come in handy as you can use them to craft product recommendation campaigns based on product views. This data also allows you to create detailed reports of the campaign’s progress and the users’ activity so you can optimize the effectiveness of your promotional messages

Price: Moosend offers a 30-day free trial so you can try before you buy. After that, Pro plans start at $9 per month.

5. Snov.io

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Snov.io is a must-have for businesses and sales teams looking to streamline their lead generation and cold outreach efforts. It’s an all-in-one toolset designed for small businesses and solopreneurs to find, verify, and reach out to leads, with a range of features, including Email Finder, Email Verifier, Email Warm-Up, free CRM, and more.

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One of the standout features of Snov.io is its email automation tool, Email Drip Campaigns. You can create highly personalized email campaigns to engage your audience. It also comes with a robust reporting and analytics suite, enabling you to track the performance of your campaigns and optimize your outreach efforts for maximum impact.

Price: Snov.io offers both forever-free and premium plans. The premium plans start at $39 per month.

6. Omnisend

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Omnisend is an omnichannel marketing automation platform built for ecommerce. Offering powerful automation workflows, you can get started quickly with pre-built templates that keep online merchants in mind.

With Omnisend, you can add several channels within the same automation workflow: email, SMS, Facebook Messenger, push notifications, and more. Omnisend also uses a user-friendly visual builder and templates which make creating workflows, forms, landing pages, pop ups, and emails quick and easy.

Price: Omnisend offers a free plan with basic email marketing automation that is best suited for small businesses just starting out. Medium to larger-sized businesses will most likely benefit from Omnisend’s paid plans, which start at $16 per month.

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7. EngageBay

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EngageBay is another marketing automation platform designed specifically for small to medium-sized businesses.

This software comes with a wide range of features including email marketing, social media management, and website chat.

Other commendable features include drag-and-drop builders for landing pages and emails, A/B testing, SMS marketing, push notifications, abandoned cart retrieval and reminders, autoresponders, canned responses, and more.

Price: EngageBay offers a free plan for small businesses, as well as three advanced paid plans that scale with your business needs, starting at $10.39 per user per month.

8. Ontraport

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Unlike other marketing automation tools, Ontraport is a business automation software specifically designed for entrepreneurs, solopreneurs, and small businesses.

While it has a CRM and marketing automation functionality, it also has several other features to run and grow a small business, including but not limited to email marketing, landing pages, reporting, and ecommerce.

One of the most valuable things Ontraport offers is its focus on reporting and insights. While some tools can be a bit of a black box, Ontraport gives you a clear look at the performance of your campaigns.

Price: Though Ontraport does not have a free plan, it does offer a free 14-day trial with each of its four paid plans. Pricing for Ontraport’s basic plan starts at $29 per month, which includes unlimited email sending and drag-and-drop marketing automation.

9. SendinBlue

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SendinBlue is a digital marketing platform that features well-liked automation software suited for both beginner and advanced marketers.

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With SendinBlue, you can design mobile-friendly email campaigns either from scratch or through customizable templates. You can also run SMS campaigns from SendInBlue. Advanced features include reporting and lead scoring.

Price: SendinBlue offers a pretty impressive free plan, which includes basic marketing automation functionality, unlimited contacts, and up to 300 emails per day. Paid plans start at $25 per month.

10. ActiveCampaign

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ActiveCampaign is an integrated email marketing, marketing automation, and small business CRM.

The strongest point of ActiveCampaign is its powerful and flexible marketing automation functionality. It’s one of the most comprehensive solutions on the market. Its deliverability is rated as one of the best in the market, as well.

This probably isn’t a good tool for beginners or those with low technical capabilities. It takes a bit more time and effort to learn — but when you do learn the platform, it’s pretty powerful.

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Price: Though ActiveCampaign does not have a free plan or trial, it does offer a variety of paid plans that can be suited for B2B, B2C, or ecommerce businesses starting at $29 per month.

11. Salesforce Marketing Cloud Account Engagement

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Formerly known as Pardot, Salesforce Marketing Cloud Account Engagement is a cloud automation solution that mostly serves enterprise clients that have the technical resources and time to learn the platform.

It has a ton of features that automate communication to existing contacts, from CRM integration to email marketing, lead nurturing, and an ROI reporting functionality to make sure your campaigns are working.

You can track all interactions on your website and build predictive lead scoring based on the parameters you set. All of this helps improve marketing efficiency and remove wasted time and effort from your sales team.

It’s important to note that while it is incredibly powerful, this software may not be as accessible or affordable for smaller businesses or entrepreneurs as there is not a free plan or trial.

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Price: Plans for Marketing Cloud Account Engagement start at $1,250 per month.

12. Keap

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Keap (formerly known as Infusionsoft) has been around since 2001 and has helped thousands of marketers deliver on leads, revenue, and customer acquisition targets.

Keap really flourishes in the small business and solopreneur crowd, and in my experience, I’ve noticed it has a pretty sophisticated user base.

You can set up relatively complex decision trees depending on which lead magnet someone signs up for, how many (and which) emails they open and click, or other contact property data.

As Keap’s features continue to evolve, long-time customers may prefer Keap’s Max Classic plan since it is most similar to Infusionsoft’s original platform.

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Price: Keap offers a free 14-day trial and three different paid plans based on customer needs, starting as low as $129 per month.

13. Ortto

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Originally known as Autopilot, Ortto is one of the most visually appealing marketing automation solutions on the market.

Ortto’s automation software allows you to create emails with its easy-to-use, visual campaign builder. Other features include audience segmentation, comprehensive data analytics, and activity tracking.

Of course, this platform is typically used for more sophisticated messaging and targeting, but you can also create a simple autoresponder based on a time sequence.

Price: Ortto offers a free plan for those who are new to marketing automation. It also offers free 14-day trials for all of its paid plans, which start at $29 per month.

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14. Marketo

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Marketo was founded in 2006 as a marketing automation software company. It was later acquired by Adobe and incorporated into its enterprise marketing cloud.

The Adobe integration means that, if you use Adobe Analytics for data measurement and Adobe Target for experimentation and personalization, you’ll have a powerful enterprise marketing automation and optimization suite.

The tool is typically geared toward enterprise customers — it’s a bit out of range for most small business owners.

Price: Adobe does not offer a free trial or plan for Marketo. Since Marketo’s plan prices are determined by your database size, you will need to reach out to the sales department for a quote.

15. GetResponse

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GetResponse is a marketing automation software that has many different layers and features. Its affordable Email Marketing plan includes basic autoresponders, templates, and a list size of 1,000 contacts.

GetReponse’s more premium plans include powerful features like drip campaigns, contact scoring, event-based automation, ecommerce tracking, and more.

In general, this software is easy-to-use. You’ll typically find good results from the tool, although it works best with the simpler features, like email newsletters. It can become trickier to work with the platform if you plan on implementing complicated conditional logic and marketing automation.

Price: GetResponse offers a free plan that’s great for sending out newsletters. However, GetResponse’s marketing automation features are only included in its paid plans, which start at $13.30 per month.

16. Drip

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Drip is one of the few marketing automation tools in this list that is primarily focused on ecommerce marketing automation. It provides one of the more “open” platforms, claiming that it plays well with “pretty much any marketing strategy you want to put in motion.”

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Additionally, email is one of its strengths. Some email marketing and automation features include unlimited email sends, pre-built workflows, and multi-channel marketing.

It also excels in personalization and analytics. Overall, Drip is a powerful tool for ecommerce marketing automation.

Price: Though Drip does not have a free plan, it does offer a free 14-day trial. Paid plans are based on your number of email contacts and start at $39 per month.

17. Mautic

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Mautic is the only open-source marketing automation platform on this list. It’s also a relatively new player, only founded in 2014. Mautic has grown quickly, though, and is seemingly picking up steam with high-tech companies.

Currently, over 200,000 organizations use Mautic and it is available in over 35 languages.

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Price: Free.

Getting Started with Marketing Automation

There are tons of options for marketing automation software. It’s all about choosing the right one for your business purposes, budget, and technical expertise.

Want something incredibly powerful and limitless? It may end up costing more and taking time and effort to learn. The cheaper options, by comparison, might have too limited a scale. Ultimately, it’s a trade-off.

Editor’s note: This post was originally published in April 2019 and has been updated for comprehensiveness.

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MARKETING

The power of program management in martech

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The power of program management in martech

As a supporter of the program perspective for initiatives, I recognize the value of managing related projects, products and activities as a unified entity. 

While one-off projects have their place, they often involve numerous moving parts and in my experience, using a project-based approach can lead to crucial elements being overlooked. This is particularly true when building a martech stack or developing content, for example, where a program-based approach can ensure that all aspects are considered and properly integrated. 

For many CMOs and marketing organizations, programs are becoming powerful tools for aligning diverse initiatives and driving strategic objectives. Let’s explore the essential role of programs in product management, project management and marketing operations, bridging technical details with business priorities. 

Programs in product management

Product management is a fascinating domain where programs operate as a strategic framework, coordinating related products or product lines to meet specific business objectives.

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Product managers are responsible for defining a product or product line’s strategy, roadmap and features. They work closely with program managers, who ensure alignment with market demands, customer needs and the company’s overall vision by managing offerings at a program level. 

Program managers optimize the product portfolio, make strategic decisions about resource allocation and ensure that each product contributes to the program’s goals. One key aspect of program management in product management is identifying synergies between products. 

Program managers can drive innovation and efficiency across the portfolio by leveraging shared technologies, customer insights, or market trends. This approach enables organizations to respond quickly to changing market conditions, seize emerging opportunities and maintain a competitive advantage. Product managers, in turn, use these insights to shape the direction of individual products.

Moreover, programs in product management facilitate cross-functional collaboration and knowledge sharing. Program managers foster a holistic understanding of customer needs and market dynamics by bringing together teams from various departments, such as engineering, marketing and sales.

Product managers also play a crucial role in this collaborative approach, ensuring that all stakeholders work towards common goals, ultimately leading to more successful product launches and enhanced customer satisfaction.

Dig deeper: Understanding different product roles in marketing technology acquisition

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Programs in project management

In project management, programs provide a structured approach for managing related projects as a unified entity, supporting broader strategic objectives. Project managers are responsible for planning, executing and closing individual projects within a program. They focus on specific deliverables, timelines and budgets. 

On the other hand, program managers oversee these projects’ coordination, dependencies and outcomes, ensuring they collectively deliver the desired benefits and align with the organization’s strategic goals.

A typical example of a program in project management is a martech stack optimization initiative. Such a program may involve integrating marketing technology tools and platforms, implementing customer data management systems and training employees on the updated technologies. Project managers would be responsible for the day-to-day management of each project. 

In contrast, the program manager ensures a cohesive approach, minimizes disruptions and realizes the full potential of the martech investments to improve marketing efficiency, personalization and ROI.

The benefits of program management in project management are numerous. Program managers help organizations prioritize initiatives that deliver the greatest value by aligning projects with strategic objectives. They also identify and mitigate risks that span multiple projects, ensuring that issues in one area don’t derail the entire program. Project managers, in turn, benefit from this oversight and guidance, as they can focus on successfully executing their projects.

Additionally, program management enables efficient resource allocation, as skills and expertise can be shared across projects, reducing duplication of effort and maximizing value. Project managers can leverage these resources and collaborate with other project teams to achieve their objectives more effectively.

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Dig deeper: Combining martech projects: 5 questions to ask

Programs in marketing operations

In marketing operations, programs play a vital role in integrating and managing various marketing activities to achieve overarching goals. Marketing programs encompass multiple initiatives, such as advertising, content marketing, social media and event planning. Organizations ensure consistent messaging, strategic alignment, and measurable results by managing these activities as a cohesive program.

In marketing operations, various roles, such as MOps managers, campaign managers, content managers, digital marketing managers and analytics managers, collaborate to develop and execute comprehensive marketing plans that support the organization’s business objectives. 

These professionals work closely with cross-functional teams, including creative, analytics and sales, to ensure that all marketing efforts are coordinated and optimized for maximum impact. This involves setting clear goals, defining key performance indicators (KPIs) and continuously monitoring and adjusting strategies based on data-driven insights.

One of the primary benefits of a programmatic approach in marketing operations is maintaining a consistent brand voice and message across all channels. By establishing guidelines and standards for content creation, visual design and customer interactions, marketing teams ensure that the brand’s identity remains cohesive and recognizable. This consistency builds customer trust, reinforces brand loyalty and drives business growth.

Programs in marketing operations enable organizations to take a holistic approach to customer engagement. By analyzing customer data and feedback across various touchpoints, marketing professionals can identify opportunities for improvement and develop targeted strategies to enhance the customer experience. This customer-centric approach leads to increased satisfaction, higher retention rates and more effective marketing investments.

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Dig deeper: Mastering the art of goal setting in marketing operations

Embracing the power of programs for long-term success

We’ve explored how programs enable marketing organizations to drive strategic success and create lasting impact by aligning diverse initiatives across product management, project management and marketing operations. 

  • Product management programs facilitate cross-functional collaboration and ensure alignment with market demands. 
  • In project management, they provide a structured approach for managing related projects and mitigating risks. 
  • In marketing operations, programs enable consistent messaging and a customer-centric approach to engagement.

Program managers play a vital role in maintaining strategic alignment, continuously assessing progress and adapting to changes in the business environment. Keeping programs aligned with long-term objectives maximizes ROI and drives sustainable growth.

Organizations that invest in developing strong program management capabilities will be better positioned to optimize resources, foster innovation and achieve their long-term goals.



As a CMO or marketing leader, it is important to recognize the strategic value of programs and champion their adoption across your organization. By aligning efforts across various domains, you can unlock the full potential of your initiatives and drive meaningful results. Try it, you’ll like it.

Fuel for your marketing strategy.

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Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.

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MARKETING

2 Ways to Take Back the Power in Your Business: Part 2

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2 Ways to Take Back the Power in Your Business: Part 2

2 Ways to Take Back the Power in Your Business

Before we dive into the second way to assume power in your business, let’s revisit Part 1. 

Who informs your marketing strategy? 

YOU, with your carefully curated strategy informed by data and deep knowledge of your brand and audience? Or any of the 3 Cs below? 

  • Competitors: Their advertising and digital presence and seemingly never-ending budgets consume the landscape.
  • Colleagues: Their tried-and-true proven tactics or lessons learned.
  • Customers: Their calls, requests, and ideas. 

Considering any of the above is not bad, in fact, it can be very wise! However, listening quickly becomes devastating if it lends to their running our business or marketing department. 

It’s time we move from defense to offense, sitting in the driver’s seat rather than allowing any of the 3 Cs to control. 

It is one thing to learn from and entirely another to be controlled by. 

In Part 1, we explored how knowing what we want is critical to regaining power.

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1) Knowing what you want protects the bottom line.

2) Knowing what you want protects you from the 3 Cs. 

3) Knowing what you want protects you from running on auto-pilot.

You can read Part 1 here; in the meantime, let’s dive in! 

How to Regain Control of Your Business: Knowing Who You Are

Vertical alignment is a favorite concept of mine, coined over the last two years throughout my personal journey of knowing self. 

Consider the diagram below.

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Vertical alignment is the state of internal being centered with who you are at your core. 

Horizontal alignment is the state of external doing engaged with the world around you.

In a state of vertical alignment, your business operates from its core center, predicated on its mission, values, and brand. It is authentic and confident and cuts through the noise because it is entirely unique from every competitor in the market. 

From this vertical alignment, your business is positioned for horizontal alignment to fulfill the integrity of its intended services, instituted processes, and promised results. 

A strong brand is not only differentiated in the market by its vertical alignment but delivers consistently and reliably in terms of its products, offerings, and services and also in terms of the customer experience by its horizontal alignment. 

Let’s examine what knowing who you are looks like in application, as well as some habits to implement with your team to strengthen vertical alignment. 

1) Knowing who You are Protects You from Horizontal Voices. 

The strength of “Who We Are” predicates the ability to maintain vertical alignment when something threatens your stability. When a colleague proposes a tactic that is not aligned with your values. When the customer comes calling with ideas that will knock you off course as bandwidth is limited or the budget is tight. 

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I was on a call with a gal from my Mastermind when I mentioned a retreat I am excited to launch in the coming months. 

I shared that I was considering its positioning, given its curriculum is rooted in emotional intelligence (EQ) to inform personal brand development. The retreat serves C-Suite, but as EQ is not a common conversation among this audience, I was considering the best positioning. 

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She advised, “Sell them solely on the business aspects, and then sneak attack with the EQ when they’re at the retreat!” 

At first blush, it sounds reasonable. After all, there’s a reason why the phrase, “Sell the people what they want, give them what they need,” is popular.

Horizontal advice and counsel can produce a wealth of knowledge. However, we must always approach the horizontal landscape – the external – powered by vertical alignment – centered internally with the core of who we are. 

Upon considering my values of who I am and the vision of what I want for this event, I realized the lack of transparency is not in alignment with my values nor setting the right expectations for the experience.

Sure, maybe I would get more sales; however, my bottom line — what I want — is not just sales. I want transformation on an emotional level. I want C-Suite execs to leave powered from a place of emotional intelligence to decrease decisions made out of alignment with who they are or executing tactics rooted in guilt, not vision. 

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Ultimately, one of my core values is authenticity, and I must make business decisions accordingly. 

2) Knowing who You are Protects You from Reactivity.

Operating from vertical alignment maintains focus on the bottom line and the strategy to achieve it. From this position, you are protected from reacting to the horizontal pressures of the 3 Cs: Competitors, Colleagues, and Customers. 

This does not mean you do not adjust tactics or learn. 

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However, your approach to adjustments is proactive direction, not reactive deviations. To do this, consider the following questions:

First: How does their (any one of the 3 Cs) tactic measure against my proven track record of success?

If your colleague promotes adding newsletters to your strategy, lean in and ask, “Why?” 

  • What are their outcomes? 
  • What metrics are they tracking for success? 
  • What is their bottom line against yours? 
  • How do newsletters fit into their strategy and stage(s) of the customer journey? 

Always consider your historical track record of success first and foremost. 

Have you tried newsletters in the past? Is their audience different from yours? Why are newsletters good for them when they did not prove profitable for you? 

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Operate with your head up and your eyes open. 

Maintain focus on your bottom line and ask questions. Revisit your data, and don’t just take their word for it. 

2. Am I allocating time in my schedule?

I had coffee with the former CEO of Jiffy Lube, who built the empire that it is today. 

He could not emphasize more how critical it is to allocate time for thinking. Just being — not doing — and thinking about your business or department. 

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Especially for senior leaders or business owners, but even still for junior staff. 

The time and space to be fosters creative thinking, new ideas, and energy. Some of my best campaigns are conjured on a walk or in the shower. 

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Kasim Aslam, founder of the world’s #1 Google Ads agency and a dear friend of mine, is a machine when it comes to hacks and habits. He encouraged me to take an audit of my calendar over the last 30 days to assess how I spend time. 

“Create three buckets,” he said. “Organize them by the following:

  • Tasks that Generate Revenue
  • Tasks that Cost Me Money
  • Tasks that Didn’t Earn Anything”

He and I chatted after I completed this exercise, and I added one to the list: Tasks that are Life-Giving. 

Friends — if we are running empty, exhausted, or emotionally depleted, our creative and strategic wherewithal will be significantly diminished. We are holistic creatures and, therefore, must nurture our mind, body, soul, and spirit to maintain optimum capacity for impact. 

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I shared this hack with a friend of mine. Not only did she identify meetings that were costing her money and thus needed to be eliminated, but she also identified that particular meetings could actually turn revenue-generating! She spent a good amount of time each month facilitating introductions; now, she is adding Strategic Partnerships to her suite of services. 


ACTION: Analyze your calendar’s last 30-60 days against the list above. 

Include what is life-giving! 

How are you spending your time? What is the data showing you? Are you on the path to achieving what you want and living in alignment with who you want to be?

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Share with your team or business partner for the purpose of accountability, and implement practical changes accordingly. 


Finally, remember: If you will not protect your time, no one else will. 

3) Knowing who You are Protects You from Lack. 

“What are you proud of?” someone asked me last year. 

“Nothing!” I reply too quickly. “I know I’m not living up to my potential or operating in the full capacity I could be.” 

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They looked at me in shock. “You need to read The Gap And The Gain.”

I silently rolled my eyes.

I already knew the premise of the book, or I thought I did. I mused: My vision is so big, and I have so much to accomplish. The thought of solely focusing on “my wins” sounded like an excuse to abdicate personal responsibility. 

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But I acquiesced. 

The premise of this book is to measure one’s self from where they started and the success from that place to where they are today — the gains — rather than from where they hope to get and the seemingly never-ending distance — the gap.

Ultimately, Dr. Benjamin Hardy and Dan Sullivan encourage changing perspectives to assign success, considering the starting point rather than the destination.

The book opens with the following story:

Dan Jensen was an Olympic speed skater, notably the fastest in the world. But in each game spanning a decade, Jansen could not catch a break. “Flukes” — even tragedy with the death of his sister in the early morning of the 1988 Olympics — continued to disrupt the prediction of him being favored as the winner. 

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The 1994 Olympics were the last of his career. He had one more shot.

Preceding his last Olympics in 1994, Jansen adjusted his mindset. He focused on every single person who invested in him, leading to this moment. He considered just how very lucky he was to even participate in the first place. He thought about his love for the sport itself, all of which led to an overwhelming realization of just how much he had gained throughout his life.

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He raced the 1994 Olympic games differently, as his mindset powering every stride was one of confidence and gratitude — predicated on the gains rather than the gap in his life. 

This race secured him his first and only gold medal and broke a world record, simultaneously proving one of the most emotional wins in Olympic history. 

Friends, knowing who we are on the personal and professional level, can protect us from those voices of shame or guilt that creep in. 


PERSONAL ACTION: Create two columns. On one side, create a list of where you were when you started your business or your position at your company. Include skills and networks and even feelings about where you were in life. On the other side, outline where you are today. 

Look at how far you’ve come. 

COMPANY ACTION: Implement a quarterly meeting to review the past three months. Where did you start? Where are you now? 

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Celebrate the gain!

Only from this place of gain mindset, can you create goals for the next quarter predicated on where you are today.


Ultimately, my hope for you is that you deliver exceptional and memorable experiences laced with empathy toward the customer (horizontally aligned) yet powered by the authenticity of the brand (vertically aligned). 

Aligning vertically maintains our focus on the bottom line and powers horizontal fulfillment. 

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Granted, there will be strategic times and seasons for adjustment; however, these changes are to be made on the heels of consulting who we are as a brand — not in reaction to the horizontal landscape of what is the latest and greatest in the industry. 

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In Conclusion…

Taking back control of your business and marketing strategies requires a conscious effort to resist external pressures and realign with what you want and who you are.

Final thoughts as we wrap up: 

First, identify the root issue(s).

Consider which of the 3 Cs holds the most power: be it competition, colleagues, or customers.

Second, align vertically.

Vertical alignment facilitates individuality in the market and ensures you — and I — stand out and shine while serving our customers well. 

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Third, keep the bottom line in view.

Implement a routine that keeps you and your team focused on what matters most, and then create the cascading strategy necessary to accomplish it. 

Fourth, maintain your mindsets.

Who You Are includes values for the internal culture. Guide your team in acknowledging the progress made along the way and embracing the gains to operate from a position of strength and confidence.

Fifth, maintain humility.

I cannot emphasize enough the importance of humility and being open to what others are doing. However, horizontal alignment must come after vertical alignment. Otherwise, we will be at the mercy of the whims and fads of everyone around us. Humility allows us to be open to external inputs and vertically aligned at the same time.

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Buckle up, friends! It’s time to take back the wheel and drive our businesses forward. 

The power lies with you and me.


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MARKETING

Roundel Media Studio: What to Expect From Target’s New Self-Service Platform

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Commerce


By Tinuiti Team

Roundel™ Media Studio (RMS) has arrived, revolutionizing Target’s advertising game. This self-service platform offers seamless activation, management, and analysis of Target Product Ads, with more solutions on the horizon.

Powered by first-party data from both in-store and online shoppers, RMS provides new audience insights. Coupled with Target’s new loyalty program, Circle 360, advertisers gain precision targeting like never before.

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But Target isn’t stopping there. With the rollout of a paid membership program on April 7th, bundling Target Circle, the Circle Card, and Shipt delivery, Target is elevating its media and membership offerings to rival the likes of Walmart and Amazon.

Curious to learn more? We sat down with our experts at Tinuiti to dive deeper into the potential implications of this platform for brands and advertisers alike.

What is Roundel Media Studio?

Roundel™ Media Studio is an integrated platform that consolidates various solutions and tools offered by Roundel™. At its core, it kicks off with our sponsored product ads, known as Target Product Ads by Roundel™.

example of target roundel ad
Example of Target Product Ads by Roundel™
Image Source: Target.com

This comprehensive platform grants access to the complete range of Target Product Ad placements, featuring tailored slots like “More to Consider” and “Frequently Bought Together” to enhance relevance and personalization.

Moreover, Roundel™ Media Studio operates without any DSP or access fees for Target Product Ads, ensuring that your media budget is optimized to deliver greater efficiency, more clicks, and ultimately, increased sales.

“One of the larger benefits of the transition is that advertisers have an opportunity to capitalize on the additional dollars saved by switching to RMS. Without the 20% fee, brands can re-invest those funds to scale campaigns or optimize budgets, all without having to allocate more funds which drives better results. Roundel™ is putting more control in the hands of advertisers by introducing this new self-service platform.”

– Averie Lynch, Specialist, Strategic Services at Tinuiti

To summarize, key benefits of using RMS include:

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  • No Access or DSP Fees
  • All Target Product Ads Inventory
  • 1st Price Auction with Existing Floor Prices
  • Closed Loop Sales & Attribution
  • Billing via Criteo Insertion Order
  • Access Using Partners Online

How to access Roundel Media Studio 

According to Target, there’s 3 steps to access Roundel™ Media Studio:

Step 1. Check that you have a Partners Online (POL) account for access. Don’t have one? Reach out to your POL admin to get set up with an account (reach out if you need help locating your organization’s admin). 

Step 2. Once you have gotten access to POL, reach out to your Roundel representative who will grant you access to the platform. 

Step 3. Users can access Roundel™ Media Studio in 2 ways:

Roundel Media Studio Best Practices

Target offers a variety of tips on how to best leverage their latest offering to drive performance. 

Let’s take a look at the latest best practices for strategies such as maximizing efficiency or driving sales revenue. 

Recommended bidding tactics for maximizing efficiency:

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  • Set your line-item optimizer to Revenue for the highest return on ad spend (ROAS) or to Conversions for the lowest Cost per Order (CPO).
  • Since the Revenue and Conversions optimizers modulate the CPC you enter to maximize performance, it is useful to set a CPC cap to make sure that your bid will not exceed the maximum amount you wish to pay. The CPC cap should always remain at least 30% above the bid you enter to allow the engine to optimize effectively.
  • Set your bids competitively to balance scale and performance (ROAS or CPO) targets.
  • Optimize bids with respect to your CPO targets: lower CPCs slightly to increase efficiency, or raise them to increase scale

Recommended bidding tactics for maximizing sales revenue:

  • Set the line-item optimizer to Revenue.
  • Set bids to maximize scale and competitiveness while staying above KPI thresholds. Since the Revenue optimizer modulates the CPC you enter to maximize performance, it is useful to set a CPC cap to make sure that your bid will not exceed the maximum amount you wish to pay.
  • Adjust your bids progressively and preferably at the product level: filter the top products by Spend and then slightly reduce any bids that have a ROAS below your threshold.
  • In general, slightly lower CPC to increase efficiency or raise CPC to increase win rates and therefore increase sell-through.

Takeaways & Next Steps

This is just the start for RMS. In the future, Tinuiti will continue its partnership with Roundel to refine features and introduce additional ad types and functionalities.

When exploring any new advertising opportunity, the best results are typically realized when partnering with a performance marketing agency that understands the unique landscape. Our team boasts years of hands-on experience advertising in new and established marketplaces, including Amazon, Walmart, and Target. Working directly with Roundel, we ensure our clients’ ads harness the full functionality and features Target has to offer, with results-oriented scalability baked in.

Ready to learn more about how we can help your brand? Reach out to us today!

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