Intro Email Marketing For Accountants
When I asked you to name an email Marketing tool, what would you say? Email Marketing For Accountants
MailChimp? Aweber? ActiveCampaign?
Like many online industries now, email advertising has been Dominated by the same big players for the last decade. Which means they get encouraged very deeply and achieve a lot of mindshare.
Now and then, however, an Underdog disrupts the marketplace, causing long-time customers to question their loyalties.
MailerLite has done exactly that.
So now, in this review, I will be tearing MailerLite from limb To limb to see if it stands its own ground against the big boys…
…and, what’s more, whether youshould consider making the switch.
– Uses tag-based system (called Groups)
– Powerful Segmentation using principles
– Custom Fields for innovative email personalization
– Advanced Campaign types (auto-resend, A/B, etc.)
– Easy to Utilize email builder/template editor
– Practical Email components such as countdowns and merchandise boxes
– Intuitive Type, popup and landing page builder
– Supports Automations using visual workflows
– Offers Both readable and comprehensive reporting
– A Fraction of the price compared to most other options
– Strict Approval procedure
– Few email Templates accessible
– Very few Form templates available
– Can’t Create mails without leaving the visual workflow builder
– No Support for site monitoring Email Marketing For Accountants
Like most email advertising providers Nowadays, You’ll Need to Go through a review process before being able to correctly use the software.
When you first register, you’ll be asked to complete your profile.
This includes information like your company name, site, Industry, address, business size, record size and even the kind of material you intend to send.
Then, You Have to verify your Site (or domain ).
This remains part of this acceptance process, and MailerLite will Simply ask which email is associated to that domain so they can email you a confirmation link.
As Soon as You’ve completed these Measures, you ought to wait it out.
The MailerLite staff will review your application, check your Website, and determine whether you’re a good match for their services.
(Quite simply, they are making sure you’re not a spammer/scammer)
As shown above, you’ll nevertheless be Able to utilize the software to make campaigns and play with the attributes, but you will not have the ability to send anything until approved.
I had been”partially” approved within a few hours, which gave me a Temporary limitation of 500 subscribers.
Here’s what the email said:
But while these measures are not ideal for getting started, it Does help prevent malicious users from hurting everyone else’s deliverability.
If you are anything like me, you’ll rely upon automations to handle Nearly all your email advertising.
(We will get to automations shortly, do not worry.)
But whether it is a new blog article, podcast, or timely Announcement, there’s always some excuse to send a more immediate email.
That’s where’Campaigns’ come in.
Clicking the brand new’Create Campaign’ will provide you several choices.
– Regular effort: A traditional broadcast email.
– A/B split campaign: Multiple email Variations, including subject line, from title and, yes, even email content. (Woop!)
– Auto resend: Resend to readers who Do not start your broadcast email, together with the option of altering the subject line and email articles.
– RSS campaign: Create a recurring campaign That sends fresh content to subscribers using your website’s RSS feed.
Aside from a few additional options, most of these will follow Exactly the same step-by-step procedure of a standard effort.
So let’s walk you through it.
As Soon as You click to create your campaign, you’ll be requested to Pick a favorite editor, whether that’s the dragn’ drop, rich text or HTML.
You can switch to the Templates tab and choose from one of their pre-designed email templates — that will move you to the dragn’ drop editor by default.
In the time of writing, there are 21 email templates to select From which is a little on the low side, but the layouts are super modern.
And, of course, if you would just Prefer to reuse a previous email, you can click on the’Recent Emails’ tab.
For this example, I’ll select the first template from the library.
The editor is easy to use, Making viewing these templates a 5-minute job.
You can also utilize the blocks in the sidebar to add different Kinds of content to your email, including videos, merchandise columns, and societal connections.
After making your adjustments, just click’Done Editing’ and you’ll Be carried to the recipients’ choices where you can choose your groups or segments.
The advanced tab also allows one To build segment-like rules on-the-fly, in case your targeting is not quite perfect.
Finally, before sending, you’ll get into the’Schedule’ screen.
This is where you control if your broadcast email should go Out, if that’s instantly, at a set time/date, or in accordance with your readers time zones.
Impressive, right? Email Marketing For Accountants
Managing Your Subscribers
Possessing granular control over your readers is arguably one of The most essential facets of any email advertising program now.
Because highly personalized campaigns Are Essential if You are looking to increase opens, clicks, and, above all, your conversions.
And while most providers allow you to”tag” readers in order To target them more effectively, MailerLite uses a slightly different strategy.
When you start up your subscriber dashboard, you’ll see two Options; Segments and Groups.
Segments are basically principles.
Your subscribers belong to a segment only when they fulfill the Specified principles, and will be automatically inserted or eliminated so.
Here is what setting up a rule looks like:
Notice the way you can even combine Principles, in addition to an alternate rule if the first doesn’t exist.
Pretty smart, eh?
The following tab is for classes, and also the difference in name, These act much like your normal”tagging” system.
(MailerLite even debated Changing the name to’Tags’, but finally decided against it.)
Unlike Segments, Groups are updated manually or via an Automation rule — which we will get into in a moment — and they don’t have any value aside from what you call them.
As you start to use this stage, you’ll Start to understand At which Segments and Groups are typically used, however, MailerLite offers a hand in case you’re uncertain:
Basically, groups are much more of a Deliberate activity on a per-subscriber basis, whereas Segments permit you to lump multiple contributors collectively according to a frequent denominator.
A tad confusing, I will admit… but I believe it is a fair trade-off For the added flexibility. Besides, they are discretionary.
Finally, the’Fields’ tab is used to customize your email copy.
You will notice that MailerLite has Already populated this region with their own fields, such as name, business, and nation.
If you want to create your own custom fields, you can do this by Clicking the’Add new field’ button.
So how do they actually work?
You can either upload a CSV file of your readers along with Your custom field data in distinct columns… or can easily add these fields to your types which will only apply to prospective readers.
Here’s a screenshot of a test field I created and added to a form:
I will not go too much to the form Stuff here since I have an entire section on that below, but this is the strategy I would recommend if you wanted to use this feature.
Again, as Soon as You’ve collected your custom field information from fresh Subscribers, you are able to pull them into your email content and subject line.
Just click on the’Personalization’ drop down and select your Custom field.
I’m barely scratching the surface Of what is possible with custom fields, but it’s important that you understand that this is a feature you may use.
Overall, it’s reasonable to say MailerLite has their subscriber Management and personalization features on stage. Email Marketing For Accountants
If you are not impressed by what you’ve seen so far, then perhaps The page builder will tickle your fancy.
After selecting’Landing Pages’ in the forms page, then you will be Able to pick from 8 pre-designed templates.
Again, while the template choice Is not winning any awards, it will offer a great foundation to work from if, for example the majority people, you don’t have that natural eye for layout.
I went ahead and chosen the’Lead Generation’ template, however They finally do the same task; collect an email address.
This time, the editor will give you 17 building blocks to Further construct or alter your landing page.
Now, I’ve used my fair share of Visual site builders, and this is better than a few dedicated alternatives *cough* WPBakery.
Together with the basic building blocks, you can use components like Hero sections, popup buttons, testimonials and countdown timers.
No, it will not be replacing landing Page builders like Thrive Architect or LeadPagesanytime soon, but credit where credit due, this item over-delivers on all 3 form types.
Form Builder Tool
Unlike some email advertising tools, MailerLite really Provides a Decent set of type building tools.
Not only that, but you can also create popups and landing pages Through this same interface, so there is a lot to cover here.
Let us begin with your Bog-standard embedded type.
These forms are first created inside MailerLite so as to get An embed code, which you can then place on your site to display it on particular pages.
Despite beginning super fundamental, the form designer allows you To personalize everything from the kind style, subjects, background, title, enter fields and, of course, the button.
Form text may also be edited directly, which gives you a chance To envision your own backup in real time.
It would’ve been nice to have Some templates here, but as you know, there is more to some form than simply its appearance.
Clicking on the’Settings’ tab will Make It Possible for you to configure how the Form works, including adding additional fields and establishing a custom success page.
(There is a GDPR compliance alternative. Sweet.)
And talking of the success webpage…
…MailerLite also lets you customize the default message, That will replace the embedded form also prevents users .
Last but certainly not least, you Can assess how your form displays on mobile by shifting the toggle to responsive mode.
You won’t Have the Ability to make any design changes , but it makes Sense to test, nevertheless.
So that’s an Summary of this Embedded form but as I said before, you can also create popup forms in MailerLite.
While the majority of this setup process is identical, you will find Still a few differences I’d love to point out.
Unlike embedded forms, you can choose between a set of Templates:
While this isn’t the most Comprehensive choice, they do offer a fantastic foundation to work from and the editor is at least as easy to use with this form kind.
Clicking the’E-commerce’ template takes me to a preview Before moving into the editor.
Here, you’ll notice there are a few new choices under form types This time around:
Contemplating paid programs such as Thrive Leads exist for both ribbons and slide-in forms, it is pretty impressive to see this amount of control over popup forms.
And, like before, you can perform the styling options to get it Matched with your branding.
Last, you can Select the near Behaviour of your type under the’Settings’ tab.
The default option is the X icon, but you can swap out this for A”No thanks” text option, or have both.
This is where most email Marketing platforms would leave you, but MailerLite has yet another trick up its sleeve.
Reporting & Analytics
Like many tools, you’ll find a summary of your campaign Data in the main dashboard.
Here you’ll see everything from effort open and click info, Subscriber development, automation stats, and form signups.
Clicking into any campaign will Give you special coverage for this campaign.
This is where you’ll discover some more advanced statistics such as Unsubscribes, spam complaints, bounces, studying environment, email client and much more.
This should be plenty of Information for the ordinary consumer…
…but in Case You really want To dig into the numbers, it is possible to click into different areas of the report to get a more comprehensive breakdown.
You can find some real gems beneath These reports.
For example, the’View Email’ tab also displays a click map, so You can see how your subscribers interacted with your mails compared to another.
Reports for automations will also be Available under the’Automations’ tab, even although I found these to be less enlightening than effort reports.
Here’s a Fast example:
Overall, MailerLite does a Stellar job with their reporting interface, and most will get the available data more than sufficient to fulfill their needs.
What is email advertising without a dashboard of automation?
For many reading this, MailerLite’s automation capabilities Could simply make or break this particular review.
The good news? If you’ve used a visual workflow builder, You will instantly feel at home here…
Much like the rest of MailerLite, The automations interface is simple, clean and easy to navigate — something which certainly can not be said for each and every email advertising program.
After setting your trigger, you can Start adding steps to your workflow.
These steps can be anything from sending an email, including a Postpone, a conditional split, or an action, such as moving a contributor or upgrading their records.
Here’s a simple workflow I put together, where readers Are unsubscribed when they don’t open my email within seven days.
There are innumerable Possibilities when it comes to workflow automations like this, and MailerLite ought to not have any trouble with the vast majority of use cases.
Granted, it is not quite as Feature-rich as something such as ActiveCampaign because it lacks some of the conditional elements. (Split, Go To, Goal, etc.. )
For example, there’s currently no automation for transferring Subscribers directly into another automation.
That being said, most of these actions can Nevertheless Be achieved by moving Subscribers into various groups that trigger new automation workflows. It’s simply much less effective…. yet.
Another matter of efficacy here is when creating new mails In the automation workflow builder.
After having an email block to The workflow, you will be asked to add your topic line which then appears on the block itself.
From there, clicking on the’Design email’ button will automatically fire up the Writer:
Now, you’ll be temporarily Redirected to the standard campaign creation wizard, which I covered previously in the review.
This time, but once you’ve established your email, clicking on the ‘Done editing’ button will guide you straight back into the automations workflow rather than the usual sending alternatives.
Finally, your email address will probably be Loaded into your automation.
A Wonderful touch here is using a thumbnail preview of your Email within your automation block, so you can find an idea of what it contains at a glance.
While this process may seem like A grind on newspaper, it is really much quicker than what I’m used to with other email marketing tools — ActiveCampaign being a great example.
On the other hand, if you have come over from something such as ConvertKit where The editor is loaded inside the automations builder, so you will probably find that this downgrade in functionality.
It’s fast enough for me, Personally, however I guess it is all relative.
Before I wrap up this segment, there is one type of automation You will not find in MailerLite, and I think it’s very important to highlight.
The ability to activate an automation (or step) based on the way Readers interact with the webpages on your site.
This kind of behavioral targeting only isn’t available in MailerLite right now, so if it’s something you use or intend to use, you might want to skip this one. Email Marketing For Accountants
The cost of MailerLite is undoubtedly one of the tools largest Selling points, and let us face it, we all love a fantastic bargain.
For starters, they offer an unlimited free plan that includes All attributes (including premium) to get as many as 1,000 subscribers.
While there is some subtle Branding on your mails using this program, it’s still an wonderful alternative for anyone starting out.
And what about the top plans?
It ends up, at around half the Price of the competition on average, MailerLite is by far one of the cheapest options on the industry. Plus, if you are willing to pay annually, you are also able to get an even better discount.
In Reality, I haven’t been able to locate anything that does the Exact Same job, cheaper.
MailerLite is among those few advertising tools to interrupt The (very crowded) sector in the last couple of years, and that’s no simple feat.
While it’s not as quickly as ConvertKit, or as feature-rich As ActiveCampaign, or as template-heavy as MailChimp, it works exceptionally well at virtually anything you can throw at it.
All in all, I find MailerLite strikes the best balance Between flexibility, speed and simplicity, and all at a price point you’ll seriously struggle to beat.
Thinking about giving it a spin? Let us know how it works for you In the comments. Email Marketing For Accountants