Tags » Marketing Automation

Prepare your data for advanced email compliance

Disclaimer – This post is meant to help marketing professionals prepare their data for future audits. This is not an official recommendation on how to manage your data going into GDPR, but a suggestion to supplement your data with additional date/time information, in the case of an audit.  845 more words

Marketing Automation

How automated communications provide a better patient experience

If you’re the owner of a small business or healthcare practice, you are probably no stranger to appointment reminders. Studies have shown that appointment and reservation reminders of any type—voice, email, text, or postcard—can have an immediate and positive impact on the number of confirmed appointments and completed bookings. 423 more words


How to set up one-way SMS from Marketo using Twilio and webhooks.

I recently had the challenge of setting up a workflow to send one-way SMS alerts triggered from Marketo. The timeframe to execute was tight (5 hours) and it was a Friday, which meant any vendors that could help us were not getting back to us too quickly. 145 more words

To Incent (a trial) or Not To Incent? It Depends.

Challenge: A case study in paying prospects for a trial experience

Blog Note – this is an edited version of a longer write-up.


Many companies rely on a free trial experience to drive prospect engagement. 881 more words

Lead Generation Programs

Keep Calm—and Get Marketing Organization with Lately

Laurie:  Today I’m talking with Kate Bradley Chernis, the CEO of Lately, which is a new company that helps businesses to consolidate and streamline marketing activities into more of a unified step-by-step playbook. 915 more words

Small Business

First Time Marketing Automation Technology - Check List

If your experience with technology is similar to mine you will find that consolidating some of your marketing technology is important. For me, I was trying to replace my ESP (Email Service Provider), move my database in-house, and be able to perform basic list churn reports. 457 more words

Marketing Automation

Three Sources for Marketing Automation

What is Marketing Automation?

During the last several years, the field of marketing has rapidly changed from traditional marketing to digital focused marketing – becoming… 532 more words