11/29/2022

How To Master Marketing Automation For SAAS

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Many SAAS can grow to be profitable businesses. It requires a solid marketing strategy. Automation is key to your success. This article will show you how to get your first customer, and also what to do with marketing automation for SAAS. It also includes best practices and mistakes to avoid.

What’s Marketing Automation for SAAS?

Marketing automation refers to the use of software for repetitive tasks such as sending out email campaigns or posting on social media. It can automate all aspects of marketing, including email campaigns and social media posts.

Automating repetitive tasks, such as creating new lead forms or tedious tasks, can help you get your first client. You can also test different offers before you send mass emails. It saves time and money by reducing manual labor.

How can I get my first client using marketing automation for SAAS?

To start your business, you will need clients or customers who will pay for your products or services in return for certain benefits (e.g. reduced cost). It is important to get buyers interested in your products and services so that they are convinced of the benefits it offers. You will need to create a lead sheet that captures information about potential customers. Then, send it by email. This can be done with tools like Marketo or Infusionsoft.

Also, you want to ensure that your marketing automation system is in place. This will allow you to automatically send an email campaign to every person who fills out your lead forms. These emails can include different offers based on their interests, such as discounts for those who buy now.

Don’t forget to engage on social media. Most buyers will buy from those who are following them on social media.

How do I create my marketing automation system for SaaS?

These are the things you need to do:

1.) Create a lead form to capture information about potential customers and send it via email.

2.) Create an automated campaign that offers different offers depending on their interests (e.g. discounts if they purchase now).

3.) Engaging on social media is important to get new leads. Buyers are more likely than others to buy from those who follow them on social networks like Facebook or LinkedIn.

4.) Automate repetitive tasks to save time (e.g. sending emails).

Do you have any other tools that I could use?

You will need a CRM tool to track your leads and make sure you know where they live. You have many options, such as Marketo and Infusionsoft. These are great because anyone can create landing pages with only basic HTML knowledge. This is in contrast to paid solutions such as Hubspot Salesforce Marketing Cloud.

The Best Marketing Automation Software for Email

Emails are essential in contextual onboarding. They can be welcome emails, reminder emails about key activation points, or emails that target conversion. SaaS email automation is essential for reactivating disengaged users or slipping away. These are the top SaaS marketing automation tools for Email.

1.) Infusionsoft – $24/month, $99/year (free trial). Infusionsoft allows you to send, track and create emails in your unique way. Because it offers all the features that businesses need, including those in healthcare, education, and software development, Infusionsoft is a popular choice. It can be easily integrated with other services such as Dropbox, Google Drive, Slack, MailChimp, and Slack so users don’t have to enter their email addresses every time they sign-up. You can also segment your emails to users and create custom templates. Automated responses can also be created based on triggers, such as when a user clicks the unsubscribe link within a message.

2.) MailChimp $15/month, $150/year (free trial). Mailchimp allows you to send emails with a variety of content, including images, videos, and links. Because it offers all the features that businesses need, including those in healthcare, education, and software development, it’s a popular solution. You can also easily integrate it with other services such as Dropbox, Google Drive, and Slack.

3.) ActiveCampaign – $19/month, $199/year (free trial). Active Campaign is an email marketing platform that offers more than 125+ responsive templates. This makes it easy for non-technical users to launch their first campaign. You can also easily integrate it with other services such as Dropbox, Google Drive, and many more.

4) SendGrid – $10/month or $100/year (free trial). Emails are an essential task for any business. It is difficult to send emails via a browser. All recipients will be able to receive your mail regardless of where they live in the world. SendGrid’s best feature is its free plan that allows you to send as many as 10,000 emails per month. The paid plans cost $10 per month and allow you unlimited email sending.

5) Outreach.io Outreach automates outbound activities to support sales teams. You can send automated emails, create landing pages, and run social media ads. It only comes with a free plan that limits the number and frequency of emails you can send per month to 10.

6.) Aweber – $15/month, $150/year (free trial). Aweber allows you to send an automated email, schedule autoresponder sequences, collect leads through web forms, and integrate with other services such as Dropbox, Google Drive, and Google Drive.

7.) Hootsuite: Hootsuite has been a well-known social media scheduling tool. It offers a lot of features that allow you to publish, share and monitor your social media advertising campaigns. You can even analyze their performance. You can also schedule up to 20 social profiles, and only monitor 5 of them simultaneously. You will need to pay $10/month or $100/year for additional features such as scheduling multiple tweets at once, sharing content on Facebook, and more.

8.) Zapier- Zapier allows you to connect different apps so that they work together better. Zapier allows businesses to connect different apps and automate their business processes. Zapier offers a free plan that allows you to create 5 zaps. It will cost you $10/month or $100/year if you need more.

Marketo (10) Marketo – Marketo, is an email marketing platform that allows you to send automated emails, manage campaigns, and contact lists, among other functions. You can get paid plans starting at $15 per month for as many as 10 users, or as many as you like, provided they all have one account. After that, the prices drop!

Marketing Automation glossary to startups

Startups need to be efficient in their marketing. Time is money. This is why I created this list of marketing automation terms that you will find most useful.

1.) Email Marketing Automation – The process of an organization collecting and using information about customers to send targeted messages via email or other communication channels, such as SMS (text message) or text messaging. It includes all tools that are used to send emails, such as MailChimp or Hootsuite.

2.) Lead nurturing – This is the act of promoting and gathering leads, the people who will eventually become customers. This involves collecting email addresses and following up on a regular schedule to build trust, educate them about your business, and offer value in return.

3.) Lead Magnet – A piece of content you provide as an incentive to sign up for more emails (e.g. ebook). You can offer a report for free, which will only be valid if they sign up before it expires.

4.) Automation Framework – This is the process whereby marketing automation software collects data via one or more channels such as email and web forms, then uses that data to send targeted messages.

5.) Lead Nurturing Software – This software is used to nurture leads and convert them into customers. This could include a CRM such as HubSpot, Marketo, Salesforce, or other tools such as MailChimp.

6.) Social Media Automation – This is when marketing automation software collects information from social media sites, such as Facebook, and uses it to personalize content and grow your social media following.

Marketing Automation Workflow, or Flow

Workflow, or simply flow, is often referred to as the marketing automation flow that you create in your marketing platform.

A flow must have at least one trigger and one action. A trigger is an event that causes automated emails to be sent. A trigger is an event that causes a series of automated emails to be sent. Action is what you want to occur when your sequence of emails completes.

There are many types of triggers.

1.) Email – An email can be a message you send to customers.

2.) A web form is an HTML page that can be filled in from the browser of a customer, and then submitted to your website via AJAX/PHP scripts. This allows you to collect information about who filled it out when they did it, and from where (e.g. IP address).

3.) Phone Call – This is the process by which marketing automation software collects data through phone calls that are made for prospects to contact centers like Salesforce. This allows you to record and track phone calls that are made to your sales pipeline.

4.) Event – This triggers when customers click on an event in their CRM, or marketing automation software such as HubSpot. This allows you to create sequences of emails based on events in your customers’ systems (e.g. click-to-open and email templates).

5.) Social Media- A social media interaction with prospects that trigger actions such as LinkedIn connections, Twitter shares, Facebook likes, comments, and tweets. This can be used to trigger follow-up sequences.

6.) Browser – A prospect visits your website via their IP address, or by clicking on an email link in a blog post or article they’ve read online. This triggers a browser action. This allows you to create sequences based on the pages they have visited to make it more likely that they will be interested in purchasing from you.

7.) Device – This is similar to browser actions, but it’s activated when someone visits your site using specific devices (e.g. mobile phones, tablets, or desktop computers). It all depends on how many devices are included in your campaign. Sequences can be created based on which devices are used to access your site (e.g. mobile phones, tablets, or desktop computers).

Conclusion: Marketing automation for your startup

Startups can use marketing automation to increase sales and customer acquisition. You should start by learning the basics of creating sequences and triggering actions in HubSpot’s marketing automation software. This will allow you to understand how it works before you move on to more advanced features like email templates or social media campaigns.

About the author

Kobe Digital is a unified team of performance marketing, design, and video production experts. Our mastery of these disciplines is what makes us effective. Our ability to integrate them seamlessly is what makes us unique.