Introduction Using Salesforce For Email Marketing
When I asked you to name an email Marketing instrument, what would you say? Using Salesforce For Email Marketing
MailChimp? Aweber? ActiveCampaign?
Like most online businesses today, email marketing continues to be Dominated by the same large players for the last decade. Which means that they get promoted very heavily and accomplish a great deal of mindshare.
Now and then, however, an Underdog disrupts the marketplace, inducing long-time users to question their loyalties.
MailerLite has done exactly that.
So now, in this short article, I’ll be ripping MailerLite from limb To limb to find out whether it stands its own ground against the big boys…
…and, more importantly, whether youshould consider making the change.
– Uses tag-based system (called Groups)
– Powerful Segmentation using principles
– Custom Fields for advanced email personalization
– Advanced Campaign kinds (auto-resend, A/B, etc.. )
– Easy to Utilize email builder/template editor
– Practical Email components such as countdowns and product boxes
– Intuitive Type, popup and landing page builder
– Supports Automations using visual workflows
– Offers Both digestible and comprehensive reporting
– A Fraction of the price compared to most other solutions
– Strict Approval procedure
– Few email Templates accessible
– Very few Form templates accessible
– Can’t Create emails without leaving the visual workflow builder
– No Support for site monitoring Using Salesforce For Email Marketing
Like most email advertising providers Nowadays, You’ll Need to Go through a review process before being able to properly use the program.
When you first register, you’ll be asked to complete your profile.
This includes information like your organization name, site, Business, address, business size, record size and even the type of content you intend to send.
Then, you need to confirm your Site (or domain name).
This remains part of this acceptance process, and MailerLite will Simply ask which email is related to this domain so they can email you a confirmation link.
Once you’ve completed those Measures, you ought to wait it out.
The MailerLite staff will review your application, check your Website, and ascertain whether you’re a fantastic match for their services.
(Quite simply, they’re making sure you are not a spammer/scammer)
As shown above, you’ll still be Able to use the software to create campaigns and play with the attributes, but you won’t have the ability to send anything before accepted.
I was”partially” approved within a few hours, which gave me a Temporary limit of 500 subscribers.
Here Is What the email said:
However, while these steps are not ideal for getting started, it Does help prevent unscrupulous users from hurting everyone else’s deliverability.
If you are anything like me, you’ll rely on automations to Deal with Nearly all your email marketing.
(We will get to automations shortly, don’t worry.)
But whether it’s a brand new blog post, podcast, or timely Announcement, there’s always a reason to send a more immediate email.
That’s where’Campaigns’ come in.
Clicking the new’Produce Campaign’ will provide you several choices.
– Regular effort: A traditional broadcast email.
– A/B split effort: Multiple email Variations, such as subject line, from title and, yes, even content. (Woop!)
– Auto resend: Resend to subscribers who Do not open your broadcast email, together with the option of altering the subject line and email content.
– RSS campaign: Produce a recurring campaign That sends fresh content to subscribers using your website’s RSS feed.
Aside from a few additional choices, most of these will follow Exactly the same step-by-step procedure of a standard effort.
So let us walk you through it.
As Soon as You click on to create your effort, 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 select from among their pre-designed email templates — which will move you into the dragn’ drop editor .
In the time of writing, you’ll find 21 email templates to select From which is somewhat on the low side, however, the designs are super contemporary.
And, of course, if you would just Prefer to reuse a previous email, you can click on the’Recent Emails’ tab.
For this instance, I’ll select the first template from the library.
The editor is easy to use, Making customizing these templates a 5-minute job.
You can also utilize the blocks in the sidebar to add distinct Types of content to your email, such as videos, merchandise columns, and societal connections.
After making your changes, simply click’Done Editing’ and you’ll Be carried to the recipients’ choices where you are able to select your classes or sections.
The advanced tab also allows one To build segment-like rules , in the event your targeting is not quite right.
Finally, before sending, you’ll get to the’Program’ screen.
This is where you control when your broadcast email should go Out, if that is immediately, at a set time/date, or in accordance with your subscribers time zones.
Impressive, right? Using Salesforce For Email Marketing
Managing Your Subscribers
Having granular control over your subscribers is arguably among The most important aspects of any email advertising software now.
Because highly personalized campaigns are necessary if You are searching to increase opens, clicks, and, most importantly, your own conversions.
And while most providers allow you to”label” subscribers in order To target them effectively, MailerLite utilizes a slightly different approach.
When you start up your subscriber dash, you’ll notice two Choices; Segments and Groups.
Segments are essentially principles.
Your readers belong to a segment only when they meet the Specified principles, and are automatically inserted or removed accordingly.
Here is what setting up a rule looks like:
Notice the way you can also blend 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 behave much like your normal”tagging” system.
(MailerLite even debated Changing the name to’Tags’, but finally decided against it)
Contrary to Segments, Groups are updated manually or via an Automation principle — that we’ll get into in a minute — and they don’t have any value besides what you actually call them.
As you start to use this platform, you’ll Start to understand Where Segments and Groups are generally used, but MailerLite offers a hand in case you’re uncertain:
Fundamentally, groups are much more of a Deliberate action on a per-subscriber foundation, whereas Segments allow you to lump multiple contributors together according to a common denominator.
A tad confusing, I’ll admit… but I feel it is a fair trade-off For the additional flexibility. Besides, they are optional.
Last, the’Fields’ tab is used to customize your email copy.
You will notice that MailerLite has Already populated this region with their particular fields, such as title, company, 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 really work?
You can either upload a CSV record of your readers along with Your custom field data in distinct columns… or may simply add these fields to a forms 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 shape Stuff here because I have a whole section on this below, but this is the strategy I would recommend if you wanted to use this attribute.
Again, as Soon as You’ve gathered your custom field information from fresh Readers, you can pull them in to your email content and subject line.
Just click the’Personalization’ drop down and choose your Custom field.
I’m barely scratching the surface Of what’s possible with custom fields, but it is important to understand this is a feature you may use.
Overall, it is fair to state MailerLite has their contributor Direction and personalization features on point. Using Salesforce For Email Marketing
If you are not impressed by what you have seen up to Now, then maybe The page builder will tickle your fancy.
After choosing’Landing Pages’ from the forms page, you’ll be Able to pick from 8 pre-designed templates.
Again, while the template choice Isn’t winning any awards, it will offer a fantastic base to work from if, for example the majority people, you do not have that natural eye for layout.
I went ahead and selected the’Lead Generation’ template, however They finally do the identical job; accumulate an email address.
This time, the editor will Provide you 17 building blocks to Further build or change your landing page.
Now, I’ve used my fair share of Visual site builders, and it is already better than some dedicated alternatives *Infection * WPBakery.
Along with the basic building blocks, you can use elements like Hero sections, popup buttons, testimonials and countdown timers.
No, it will not be replacing landing Page builders such as Thrive Architect or even LeadPagesanytime shortly, but credit where credit due, this item over-delivers on all 3 form types.
Form Builder Tool
Unlike some email advertising tools, MailerLite really offers a Decent set of form building tools.
Not only that, but you can also create popups and landing pages Through this same interface, so there’s a whole lot to cover .
Let us begin with your Bog-standard embedded form.
These forms are created inside MailerLite in order to get An embed code, which you can then put on your website to show it on specific pages.
Despite beginning super fundamental, the form designer lets you To personalize everything in the form style, subjects, background, title, enter fields and, of course, the button.
Form text can also be edited directly, which Provides you a chance To visualize your copy in real-time.
It would’ve been nice to have Some templates here, but as you know, there’s more to some form than just its appearance.
Clicking the’Settings’ tab will Make It Possible for you to configure the way the Form works, such as adding additional fields and establishing a custom success page.
(There’s even a GDPR compliance option. Sweet.)
And talking of the success page…
…MailerLite also lets you customize the default message, Which will replace the embedded kind and prevents users .
Last but surely not least, you Can assess how your form displays on mobile by shifting the toggle to responsive mode.
You won’t be able to make any design changes here, but it makes Sense to test, nevertheless.
So that’s an overview of this Embedded form but like I said before, you can even create popup forms in MailerLite.
While the Vast Majority of the setup Procedure is identical, you will find A few differences I’d love to point out.
Unlike embedded kinds, you can choose between a set of Templates:
While this isn’t the most In depth selection, they do offer a fantastic foundation to work from and the editor is at least as simple to use for this form type.
Clicking the’E-commerce’ template requires me to a preview Before moving to the editor.
Here, you’ll notice there are a few new choices under form types This time around:
Considering paid programs like Thrive Leads exist for both ribbons and slide-in forms, it is pretty impressive to observe this amount of control over popup forms.
And, like before, you can perform the styling options to get it Matched up with your branding.
Last, you can choose 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 .
This is really where most email Marketing platforms would render you, but MailerLite has yet another trick up its sleeve.
Reporting & Analytics
Like many tools, you’ll find a summary of your effort Data in the dashboard.
Here you’ll see everything from effort open and click info, Subscriber development, automation analytics, and kind signups.
Clicking into any campaign will Give you specific reporting for this effort.
This is where you’ll find some statistics such as Unsubscribes, spam complaints, bounces, reading environment, email client and more.
This should be plenty of Information for the average consumer…
…but if you really want To dig into the numbers, you can click into individual areas of the report to get a more detailed breakdown.
You can find some real gems under These reports.
By Way of Example, the’View Mail’ tab also displays a click map, so It’s possible to see how your readers interacted to one another.
Reports for automations will also be Available under the’Automations’ tab, although I found 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 find the available statistics more than enough to meet their needs.
What is email advertising without a dash of automation?
For many reading this, MailerLite’s automation capabilities Could simply make or break this review.
The good news? If you’ve used a visual workflow builder, You will immediately feel at home here…
Much like the rest of MailerLite, That the automations interface is easy, clean and easy to navigate — something which certainly can’t be said for every email marketing software.
After establishing your trigger, you can Start adding steps to your workflow.
These measures could be anything from sending an email, including a Delay, a bubble break, or an action, like moving a subscriber or updating their records.
Here’s a straightforward workflow I put together, where subscribers Are unsubscribed if they do not open my email within 7 days.
There are countless Possibilities in regards 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 components. (Split, Visit, Goal, etc.. )
For example, there’s now no automation for moving Readers directly into a different automation.
That being said, the Majority of these actions can still be achieved by moving Subscribers into various groups that activate new automation workflows. It is simply not as effective…. yet.
Another matter of efficacy here is when generating new mails In the automation workflow builder.
After adding an email cube to The workflow, you’ll be asked to put in your topic line that appears on the block itself.
From there, clicking the’Design email’ button will automatically fire up the Editor:
Now, you’ll be briefly Redirected to the standard campaign creation wizard, which I covered previously in the critique.
This time, but once you’ve established your email, clicking on the ‘Done editing’ button will guide you back into the automations workflow rather than the usual sending options.
Ultimately, your email address will be Loaded into your own automation.
A nice touch here is using a thumbnail preview of your Email within your automation block, so it’s possible to get an concept about what it contains at a glimpse.
While this process may seem like A grind on paper, it’s actually much faster than what I’m utilized to with other email marketing tools — ActiveCampaign being a great example.
On the other hand, if you’ve come over from something such as ConvertKit where The editor is loaded inside the automations builder, so you’ll likely find this a downgrade in performance.
It is fast enough for me, Personally, but I guess it is all relative.
Before I wrap up this section, there’s one type of automation You will not find in MailerLite, also that I think that it’s important to highlight.
The ability to trigger an automation (or step) based on the way Readers interact with all the pages on your site.
This kind of behavioral targeting only is not accessible MailerLite right now, so if it’s something you use or intend to utilize, you might want to skip this one. Using Salesforce For Email Marketing
The Price of MailerLite is no doubt one of the tools largest Selling points, and let’s face it, most of us love a fantastic bargain.
For starters, they offer an unlimited free plan that includes All features (including premium) to get up to 1,000 subscribers.
While There’s some subtle Branding in your emails using this plan, it is still an amazing alternative for anyone starting out.
And what about the premium programs?
It ends up, at around half the Cost of the competition generally, MailerLite is undoubtedly among the least expensive options on the market. Additionally, if you’re ready to pay yearly, you are also able to get an even greater discount.
In Reality, I have not been able to find anything that does exactly the same job, cheaper.
MailerLite is one of the email marketing tools The (very crowded) industry in the last couple of decades, which is no easy 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, simplicity and speed, and all at a price point you will seriously struggle to beat.
Thinking about giving it a spin? Let us know how it works for you From the remarks. Using Salesforce For Email Marketing