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What Is Automated List Building Software and Why Your Marketing Team Needs It

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What Is Automated List Building Software and Why Your Marketing Team Needs It


List building is a strategy that allows marketers to target customers based on their needs, goals, or other personal criteria (e.g. purchase history, location, age, etc.). These lists can be applied to all marketing materials (as well as the work of sales and service reps) to help your team offer customers a personalized and delightful customer experience.

Automated list building software exists to help your team create and manage accurate, up-to-date, and easily applicable lists in a way that’s quick and easy.

What is automated list building?

Automated list building is the process of using a tool to help you automatically create lists of audience members, whether buyer prospects or customers.

Automated list building software is a type of marketing automation tool that allows you to do this. We’ll review some examples shortly.

Benefits of Automated List Building Software

Here are some examples of the many benefits that you’ll get from using automated list building software.

  • Segment customers into groups for targeting.
  • Identify your most qualified leads and personas.
  • Personalize customer experiences to help you retain more customers.
  • Offer your customers the information and content that they care about.
  • Automate the workflows to share tailored emails, SMS, and campaigns to the right customers at the right time.
  • Analyze your lists as needed over time.
  • Ensure your lists are automatically updated with new contact data.
  • Share lists with Sales and Service reps for easy prospect/ customer handoff.
  • Better understand your buyer personas and customers.

Automated List Building Software

1. HubSpot Marketing Automation Software

automated list building software: hubspot marketing automation

Price

HubSpot’s Marketing Hub comes in four plans: Free, $45/mo (Starter), $800/mo (Professional), and $3,200/mo (Enterprise).

Key Features

HubSpot’s Marketing Automation Software allows you to build beautiful and automated email campaigns that are sent for you based on predetermined triggers. This way, you know your tailored content is being sent to the right recipients at the right time.

Since HubSpot’s Marketing Automation Software is integrated with Marketing Hub and your CRM, your lists will be automatically updated for you with new or updated contact information.

Use HubSpot’s advanced segmentation logic to determine which customers are added to your workflows and at which point in the buyer’s journey that happens. HubSpot also pulls information about your recipients via the Contact Database so each email is customized.

2. Adroll

automated list building software: adroll

Price

AdRoll offers a free plan and a Growth plan that’s $19/mo.

Key Features

AdRoll is a marketing platform for email, web, and social media. To help you identify your audience, you can retarget prospects and customers at the right time (e.g. after purchase or sign up) with automated email series.

Trigger form display for email capture by your customer segments and their activity. You can also track then use AdRoll to track the success of those ads and emails in a single dashboard.

3. OptiMonk

automated list building software: optimonk

Price

OptiMonk has four plans that range in price from free to $199/mo. There’s also a customizable plan that requires you to contact a sales rep.

Key Features

With OptiMonk, you can build email lists of your website visitors who are most likely to convert based on their behavior. Then, OptinMonk will help you create and send emails that include tailored offers for those recipients.

In addition to email, you can subscribe your list of visitors to Facebook Messenger as well as use the tool’s widgets for gathering phone numbers of your website visitors so you’re able to create SMS campaigns.

4. Outgrow

automated list building software: outgrow

Price

Outgrow has four plans ranging in price from $14 to $600/ month.

Key Features

Outgrow is a marketing platform that helps you create interactive quizzes, polls, calculators, and chatbots. Increase engagement across your content with dynamic text and charts that are based on user inputs.

You can segment your leads and assign them to campaigns that are tailored to their needs and interests. You can also use those segmented lists to help you personalize confirmation emails for your visitors.

5. Klayvio

automated list building software: klayvio

Price

Flexible pricing with the option of a free plan for Email, SMS, or Email and SMS depending on your needs.

Key Features

Klayvio is an email and SMS marketing automation software. With Klayvio’s Flows feature, you can set customizable triggers to split audience members into different lists or groups. Customers are then sent down unique paths based on their list/ grouping with emails and texts that are specific to their needs and goals.

You can also set up list automations so that customers who subscribe to your business, they’re sent a welcome series via email and/or SMS. Additionally, create and share messages based on audience segments such as region, past purchases, and more.

Automate Your List Building

Automated list building helps your team accurately and efficiently create prospect customer lists and segments that can be used by Marketing (as well as other internal teams) to tailor marketing content and materials to individuals. By automating the personalization of the buyer’s journey, your team will have the ability to convert, delight, and retain more customers.

Free Resource: How to Reach & Engage Your Audience on Facebook



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The Ultimate Guide to Product Marketing in 2023

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The Ultimate Guide to Product Marketing in 2023

Product marketing is essential, even if you only sell one or two products at your organization.

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3 email marketing shifts to make in 2023

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3 email marketing shifts to make in 2023

Whew! We made it to 2023! As we closed in on the end of the year in December, the finish line seemed awfully far away. Many marketers told me they were busier than ever. 

I myself was fielding calls for strategy help, working on business deals and managing the chaos all the way to the eve of Christmas Eve, something that rarely happens in my 20-plus-year career. 

Look back and celebrate, then move on

The first business for 2023 will be to step back, clear your head and take stock of all the great things you accomplished in 2022 despite the odds (i.e., coming out of COVID, going into a rebound and COVID round 2, moving into supply-chain shortages and other hiccups, facing down a potential recession) and how they affected the work you did to succeed.

And now it’s 2023. I hope you got your budget request approved and you’re ready to move ahead with a clean slate and new KPIs to hit. You’re probably wondering, “What can I do now to grow my program?

3 directional changes to grow your email program

Naturally, every marketer’s goals will be unique. We have different audiences, challenges, resources and goals. But I’m focusing on three major directional changes with my clients this year. Which of these could help you succeed this year?

1. Stop sending so many emails

Yeah, I know. That sounds strange coming from somebody who believes wholeheartedly in email and its power to build your business. But even I have my limits!

Email during this last holiday shopping season was insane. In my 20+ years in the email industry, I cannot remember a time, even during the lockdown days of COVID-19, when my inbox was so full. 

I’m not the only one who noticed. Your customers also perceived that their inboxes were getting blasted to the North Pole. And they complained about it, as the Washington Post reported (“Retailers fire off more emails than ever trying to get you to shop“).

I didn’t run any numbers to measure volume, isolate cadences or track frequency curves. But every time I turned around, I saw emails pouring into my inbox. 

My advice for everyone on frequency: If you throttled up during the holiday, now it’s time to throttle back.

This should be a regularly scheduled move. But it’s important to make sure your executives understand that higher email frequency, volume and cadence aren’t the new email norm. 

If you commit to this heavier schedule, you’ll drive yourself crazy and push your audience away, to other brands or social media.

If you did increase cadence, what did it do for you? You might have hit your numbers, but consider the long-term costs: 

  • More unsubscribes.
  • More spam complaints.
  • Deliverability problems.
  • Lower revenue per email. 

Take what you learned from your holiday cadence as an opportunity to discover whether it’s a workable strategy or only as a “break glass in case of emergency” move.

My advice? Slow down. Return to your regular volume, frequency and cadence. Think of your customers and their reactions to being inundated with emails over 60 days.

2. Stop spamming

In that Washington Post article I mentioned earlier, I was encouraged that it cited one of my email gripes — visiting websites and then getting emails without granting permission first. 

I could have given the Post a salty quote about my experiences with SafeOpt and predatory email experiences (“Business stress is no excuse to spam“) for visitors to its clients’ websites. 

Successful email marketers believe in the sanctity of permission. That permission-based practice is what you want to be involved in. Buying a list means you don’t hire a company to sell you one, whether it’s a data broker or a tech provider like SafeOpt. 

Spamming people doesn’t work in the long term. Sure, I’ve heard stories from people who say they use purchased lists or companies like SafeOpt and it makes them money. But that’s a singular view of the impact. 

Email is the only marketing channel where you can do it wrong but still make money. But does that make it right? 

The problem with the “it made us money” argument is that there’s nowhere to go after that. Are you measuring how many customers you lost because you spammed them or the hits your sender reputation took? 

You might hit a short-term goal but lose the long-term battle. When you become known as an unreliable sender, you risk losing access to your customers’ inboxes.

Aside from the permission violation, emailing visitors after they leave your site is a wasted effort for three reasons:

  • A visit is not the same as intent. You don’t know why they landed on your site. Maybe they typed your URL as a mistake or discovered immediately that your brand wasn’t what they wanted. Chasing them with emails won’t bring them back.
  • You aren’t measuring interest. Did they visit multiple pages or check out your “About” or FAQ pages? As with intent, just landing on a page doesn’t signal interest.
  • They didn’t give you their email address. If they had interest or intent, they would want to connect with your brand. No email address, no permission.

Good email practice holds that email performs best when it’s permission-based. Most ESPs and ISPs operate on that principle, as do many email laws and regulations.

But even in the U.S., where opt-out email is still legal, that doesn’t mean you should send an email without permission just because somebody landed on your website.

3. Do one new thing

Many email marketers will start the year with a list of 15 things they want to do over the next two months. I try to temper those exuberant visions by focusing on achievable goals with this question: 

“What one thing could you do this year that could make a great difference in your email program’s success?”

When I started a job as head of strategy for Acxiom, I wanted to come up with a long list of goals to impress my new boss. I showed it to my mentor, the great David Baker and he said, “Can you guarantee that you can do all of these things and not just do them but hit them out of the park?”

Hmmmm…

“That’s why you don’t put down that many goals,” he said. “Go in with just one. When that one is done, come up with the next one. Then do another. If you propose five projects, your boss will assume you will do five projects. If you don’t, it just means you didn’t get it done.”

That was some of the best advice I’ve ever received and I pass it on to you. 

Come up with one goal, project or change that will drive your program forward. Take it to your boss and say, “Here’s what I’m going to do this year.”

To find that one project, look at your martech and then review MarTech’s six most popular articles from 2022 for expert advice.

You’ll find plenty of ideas and tips to help you nail down your one big idea to drive growth and bring success. But be realistic. You don’t know what events could affect your operations. 

Drive your email program forward in 2023

The new year has barely begun, but I had a little trouble getting motivated to take on what’s shaping up to be a beast of a year. You, too?

I enjoyed my time off over the holidays. Got in some golf with my dad and his buddies, ate great food and took time to step back and appreciate the phenomenal people I work with and our amazing industry. 

What gets me going at last? Reaching out to my team, friends and you. Much of my motivation comes from fellow marketers — what you need, what you worry about and what I can do to help you succeed. 

If you’re on the struggle bus with me, borrow some motivation from your coworkers and teammates, so we can gather together 12 months from now and toast each other for making it through another year. 

It’s time to strap on your marketer helmet and hit the starter. Here’s to another great year together. Let’s get the job done!


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


About the author

Ryan Phelan

As the co-founder of RPEOrigin.com, Ryan Phelan’s two decades of global marketing leadership has resulted in innovative strategies for high-growth SaaS and Fortune 250 companies. His experience and history in digital marketing have shaped his perspective on creating innovative orchestrations of data, technology and customer activation for Adestra, Acxiom, Responsys, Sears & Kmart, BlueHornet and infoUSA. Working with peers to advance digital marketing and mentoring young marketers and entrepreneurs are two of Ryan’s passions. Ryan is the Chairman Emeritus of the Email Experience Council Advisory Board and a member of numerous business community groups. He is also an in-demand keynote speaker and thought leader on digital marketing.

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Promote | DigitalMarketer

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Promote | DigitalMarketer

Up until now, any “promotion” your customers have done has been passive. But in the promotion stage, your customers actively spread the word about your brands, products, and services. They tell stories, make recommendations, and share your offers because they truly believe in them.

Active promotion may be an affiliate or commission relationship—or just a free offer for sending some new customers your way. The point is, it’s a win-win for both of you.

One thing worth mentioning before we dive in; Happy customers don’t promote, SUCCESSFUL customers do. 

Our biggest question in the Promote stage is: How are you going to turn your BEST customers into your marketing partners? 

If you don’t have a referral program, an affiliate program, or a valued reseller program … who is willing to drive your message to the organization you need to build out these programs? This is word of mouth marketing, and it is very important so start thinking about how you want to build this. 

Look to your most successful customers, they’re going to be the people who actively promote for you. But then, let’s think about our customers who already have our prospects but are offering a different product or service. 

At DigitalMarketer we are a training and certification company, we are not a services based company. What that means is we don’t compete with agencies or consultants. This also means that there is an opportunity for us to work with agencies and consultants. 

When we realized this we decided to launch our Certified Partner Program, which you can learn more about at DigitalMarketer.Com/Partner. This program lets us work with the largest segments of our customer base, who have customers that we want but they’re providing a solution that we’re not providing. 

When we train our customers, they are able to use our company frameworks to work with their clients. If their clients want to learn to do their marketing themselves? We’re the first education company they see.

So who is that for you? Remember, it’s not the happy clients that refer, it’s the successful clients. If you want to create more promoters, make sure that you’re doing everything that you can as a marketer to ensure that you’re marketing great products so you can see great results. 

How can our example companies accomplish this?

For Hazel & Hems, they can add an ambassador program to grow their instagram following and increase credibility with viral posts. 

Ambassadors can earn affiliate commissions, additional boutique reward points, and get the chance to build a greater following by leveraging the Hazel & Hems brand.

For Cyrus & Clark, they can offer discounted rates to their existing clients if those clients are willing to refer them to their strategic partners. 

For construction companies, this could be a home builder recommending Cyrus & Clark services to the landscapers, real estate developers, and interior designers that they work with to serve their customers.



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