how to rock at marketing automation

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How to rock at Marketing Automation

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Page 1: How to Rock at Marketing Automation

How to rock at Marketing Automation

Page 2: How to Rock at Marketing Automation

Introducingour Panelists

Meg CurtainVP, Strategic Partnerships

Informz

Jake FabbriVP, Marketing

Fonteva

Page 3: How to Rock at Marketing Automation
Page 4: How to Rock at Marketing Automation

• Organize your existing data• Map out transition plan and create a timeline• Don’t feel like you need to tackle everything at once – it can get overwhelming! Start

small• Membership experience lifecycle & journey map

• Ensure staff knows how and why this MA solution works for your org• What do you know about your audience already?

• Segmentation data for Personas

• Identify your content assets

Where to start with Marketing Automation

Page 5: How to Rock at Marketing Automation

Membership and Customer PersonasWhat are some important elements for MA success?

Page 6: How to Rock at Marketing Automation

Your Membership LifecycleWhat are some important elements for MA success?

Page 7: How to Rock at Marketing Automation

• Split into three, shorter emails

• One to two messages per email

• New members automatically flow into campaign

• Sends subsequent emails at three week intervals

• 201% increase in email engagement• 64% open rates, 45% click rates• 2-3 per day saved by membership director

Automated “New Member Onboarding Campaign”

Page 8: How to Rock at Marketing Automation

• Instead of sending a one-off email each month, they built an automated campaign that starts with the CME mailing, and then sends additional emails based on how subscribers are interacting with that mailing

• Redesigned template for their audience (60% was reading on mobile )

• Personalized suggestions were sent based on where readers are clicking

• 313% increase in course sales

Texas Medical AssociationAutomating Continuing Education Course Promotion

Page 9: How to Rock at Marketing Automation

Crate Compelling Content

Page 10: How to Rock at Marketing Automation

Customize Communications

CME Newsletter

Non Openers

Registered

Clicked on a Course

2nd Chance to Join a Class

Course Specific Email

Purchase Confirmation

Page 11: How to Rock at Marketing Automation
Page 12: How to Rock at Marketing Automation

• Using Marking Automation to promote free trials of apps

• Doing a campaign similar to an abandoned shopping cart campaign with events and membership

Brewers AssociationCool Examples from Associations

Page 13: How to Rock at Marketing Automation
Page 14: How to Rock at Marketing Automation

• Events/Conference promotions• New member join and onboarding• Member transitions (student to professional, etc.)• Online community engagement• Committee engagement• Volunteer engagement

• Possibilities are endless based on your association’s Personas and what you want those personas to accomplish with your organization.

More ideas

Page 15: How to Rock at Marketing Automation

THANK YOUContact info

Jake Fabbri: [email protected] Curtain: [email protected]