Many businesses use the word free as a lure. They will offer their solution to us without initial cost, then convince us to pay after seeing the value of their solution. But is that truly free? We would argue these are trials, not free solutions.

“Free” Marketing Automation

Lately, we’ve seen many businesses offer “free marketing automation software”. But are they? Mautic is free and will be forever. But this is not a marketing concept. This is a philosophy.

When we set out to produce marketing software, we were compelled by our mission. To empower organizations by providing powerful communication tools to anyone who needed them. Free speech is a freedom we often take for granted. To provide a solution that empowers free speech is an incredibly powerful concept.

GNU Free Software Definition says:

We campaign for these freedoms because everyone deserves them. With these freedoms, the users (both individually and collectively) control the program and what it does for them. When users don’t control the program, we call it a “nonfree” or “proprietary” program. The nonfree program controls the users, and the developer controls the program; this makes the program an instrument of unjust power.

So while others offer “free” marketing automation tools, read the fine print. Because free for a month isn’t free. It’s bad marketing.

Authentic Marketing

We believe in the concept of authentic marketing. Authentic marketing is about value and values, it’s not about trickery. When we have something of value, we don’t need shady marketing to communicate it. Marketing should be the artful way we convey and connect individuals to that value. So for our marketing efforts to be effective, we must consider trust as a key element for connection. If we continue to use trickery, we diminish not only our brand, but our value proposition.

As marketers, let’s strive to be authentic in the way we communicate with buyers. We can’t be lured into traditional marketing schemas. Our values AND value must shine at every step of the customer journey. The Young Entrepreneur Council encourages us:

Don’t get trapped by marketing dogma. Think outside the box and be willing to take risks, so long as it’s in line with your philosophy. For instance, blog openly about the problems your company seeks to solve in the world and how you’re working to overcome them by fulfilling your mission.

Honesty, truth and conviction. When we communicate our values using these principles, it is authentic marketing. And the data shows it’s what customers are seeking. Let’s not disappoint them. It’s time we start using our creative voice to engage buyers in authentic conversations and communicate with our vision, not archaic marketing tricks that convey false promises.

“… human nature dictates that people have a hard time genuinely connecting with, being close to, or really trusting other humans who (pretend to) have no weaknesses, flaws, or mistakes.’ This is not only true of human connections; it’s true of our relationships with brands.

We encourage you to join our community. Because free is free. Forever.

We can also become too mired in the details of our journey. And if you have children, you know exactly what I’m talking about. “How many hours will it take to get here?” “I have to go to the bathroom.” “Why are we stopping?” “I’m hungry.” And on, and on it goes. These are indicators that they our precious cargo are more interested in the destination than the importance of the journey. Seeing the big picture can offer us a view that is holistic, and gives us insight that we might not otherwise consider. That is why this final post in our big picture series is focused on starting your marketing automation journey.

Big Picture

As marketers we can become so hyper-focused on specific goals, campaigns or initiatives, we forget the broader context with which they fall into. This big picture view is critical as we begin to understand how marketing automation fits within our business. It’s important to remember that our understanding of this view will enable us to make the right decisions on how to automate our processes and marketing tools.

Over the last couple of weeks, we’ve highlighted broader systems that your organization needs to consider as you evaluate the big picture view of marketing. It begins at the business strategy level, then works it’s way down to your marketing scorecard and goals. As you determine the metrics you would like to impact, it is imperative that these blend into your customer touch-points and not override them. If our customer journey becomes secondary to your goals, we are missing the point. The customers’ journey to your business is the windshield of your marketing efforts. It should be clear and unobstructed.

The Roadmap

With that, let’s climb to a higher altitude and see the big picture landscape of our marketing automation journey. First and foremost, marketing automation is not a bolt-on solution. For automation to be truly successful, you must consider all of your marketing efforts en masse. Some think that a landing page with a compelling call-to-action is all their organization needs to integrate automation. But this is a shortsighted view. Consider our road trip. Let’s say it will require multiple days to get to get to our destination. If we plot our course without considering the climate, construction and traffic at each stop, we may miss alternative paths to help us get there in a more effective and efficient manner. What if it is quicker to go around the big city? What if construction is slowing traffic down?

This is true of your marketing automation journey. If we consider our customer touch-points and lay that context beside the omni channel approach, we will begin to see paths and connections that we may not have considered before. This is one of the key approaches to automation that often gets overlooked. The layering of channels and touch points is as vital to the creation of automated processes as content creation itself. If we don’t evaluate the intersections of the customer journey in connection with the channels we communicate through, our efforts will fall flat.

Start Your Marketing Automation Journey

So now that we have a map of our marketing automation journey, where do we go from here? This is a conversation that will be entirely unique to each organization. We are extremely excited to have assembled a community of developers, users and marketers that have plotted their own journey’s and have committed themselves to share what they’ve learned with you. Mautic is unique in that this community cares about your success. This is not a profit game. This is a journey of connection. You see, when you win, we all win. Here are a few thoughts to get your marketing automation journey started.

• Assemble your team: As we’ve noted in previous posts, your marketing efforts involve a number of teams. As Macy’s discovered, Macys.com was having a significant impact on in-store purchases. The online team learned they had to work with brick & mortar and understand how the customer searches and purchases.
  

  “We used have 2 separate silo’d budgets, we really now have one Marketing budget. And we look at the best way to spend that, what’s the best allocation, what’s the best media mix, whether it’s digital, offline, how do they work together to deliver…yeah of course the most sales, but really, that best customer experience.”

  For more information on Macy’s teamwork, click here.

• Understand your customer: This goes without saying. When you understand your customers needs, you will be more in tune to their purchase cadence. You will know more about their buying habits, how they seek your product or service out and what tools/communities they use to evaluate. This will help you deliver the right value at the right touchpoint.
• Determine the channels: The channels which you communicate and connect with your audience, will be incredibly important. If your customers are online, than connect with them there. If they are in your stores, connect with them there. If they are in both places at the same time, make the connection seamless. Don’t tackle every channel if your customers aren’t there and don’t automate what you don’t have the structure for.
• Automate with a goal: You should never automate without a set of goals you are seeking to achieve. Automation should further assist your audience/customer in meeting their need. It should never be self-serving. When you deliver value, your customers will remember. They will follow you because you care more about meeting their need than meeting their bottom line.
• Review and verify: This is as critical to the process of automation itself. Always be testing. Always be analyzing your audiences’ behavior and purchase cadence. This is an area that, as marketers, we need to become more adept at understanding the information that is being gathered with every click, every visit and every purchase.
• Adjust course if needed: Marketing automation is not a “set-it and forget it” proposition. It is a complex digital conversation that grants you access to the voice and cadence of your customer. Your customers change. They are constantly looking for value in every area of their life.

Remember, your marketing automation journey is more about relationship building than it is about channels, touch-points and data. With every piece of information you learn more about who your customers are, what their likes and dislikes are, and how they desire to be connected with. Our job is to listen, and trust that we’ve provided value at the right touch-point, through the right channel and at the right time.

For a full-size PDF of “Your Marketing Automation Journey” visual represented above, click here.

Well that depends. Before we go too far down that track, we’d like to offer some guidance. No, we’re not trying to sell you anything. We’re here to give it away.

In full transparency, we’ve been working tirelessly on a marketing automation solution that is top shelf. It’s open source, filled with flexibility, plays nice with others and is, well…free. At the core of who we are, we want to make marketing tools available to every organization that needs it. But what is a valuable solution without the instructions? This goes beyond documentation and how-to’s. It is strategic. We’d like to share an approach that we trust will help you understand the marketing automation landscape and determine how all these solutions fit together for your organization.

Over the course of the next couple of weeks, we’d like to offer our thoughts on how to assess your current state, further understand your customer buying cycle and develop a plan for implementation. All in an effort to help you customize your own unique approach to marketing automation.

The Touchpoint

In today’s post we want to highlight the value of the customer touchpoint. So many organizations today think that a few simple email campaigns will unlock the door to endless customer engagement and profits. This is simply not true. For your company to be truly successful you must learn that marketing automation is about understanding the big picture of your customer.

It’s critical in today’s marketplace, that you not only understand what customer need you’re meeting, but understand each touchpoint you have with them. During the buying cycle, there will be many times that you have an opportunity to create a meaningful, value-filled connection.

Step 1 of understanding how marketing automation fits within your business, begins with laying out your purchase/sales process and evaluating each customer touchpoint. We would like to provide you with a few thoughts to help get you started;

• First, write down the steps in your sales process from left to right. (Tip: This process should be cyclical. You never want to end the process with a sale.
• After you have identified your sales process, under every step, write down all the different touch points where the customer is involved/connected with that step. Does it involve contact with an associate? When do customers interact with your product or service? List all of them out. Even ones you think are outliers.
• Now you’ve written down each touch point your customer has with you and your product or service. There are a couple of additional questions that will take this exercise to the next level. Evaluate each touch point. Are you being proactive or reactive? What value can you bring the customer at each step that would delight them?

We’ve provided a high-level example of a sales process to get you started. Keep in mind this is a 50,000 foot view. If your process is more complex, there are likely many additional channels under each step that will require further evaluation.

Don’t Go It Alone

You should not lay out this process or answer these questions alone. Each and every function in your business likely has a touch point and channel they are responsible for. Whether it is the cashier or the accountant, the salesperson or the receptionist, these touch points will provide you with a holistic picture for the areas where you can add over-the-top value to your customer, with the ultimate goal of developing a long-term relationship. To start you off, there is an HBR presentation that could assist you in beginning to see and understand the cumulative customer journey.

But outlining these customer touch points is just the beginning. As the digital landscape continues to evolve, the opportunities to connect with your customer will continue to grow. So it’s important to make each and every connection count.

Understanding the big picture of your customer buying journey, and the touch points that impact them, will help you assess the areas you need to improve. But before you invest in a marketing automation solution, it is important to realize that automation will not increase your sales, creating meaningful customer experiences will.

Stayed tuned for the next installment of the Big Picture of marketing automation where we will discuss how to outline your goals. The blueprint for your marketing automation efforts.

Pointless because you drive people away, obnoxious because you make your organization something people don’t just passively ignore but actively dislike; and obviously this is extremely harmful to your future success. This is not marketing automation. This is not marketing done right. This is applying old techniques to new technology. Your marketing automation is much more than a one-way blasting of information. You should not organize your marketing campaign to be constantly shouting at your audience. You must do more with your marketing automation software.

Marketing automation when done correctly can be a tool to engage and interact with your potential customers. You can encourage, support, and respond to their needs based on their action or even inaction. “But how?” you ask. Here are three quick suggestions to make sure you do marketing automation right.

1. Send Future Emails Based on Previous Interest

One of the most common mistakes when organizations start to use marketing automation is the ability to send unlimited emails automatically to potential customers. This is a bit like handing the keys to a high-end sports car to a first-time driver. The sheer power and awesomeness of this shiny new toy is too much to handle and things can quickly get out of control. Sending repeated emails based on too sensitive of triggers is the main and most obvious way that marketing automation gets abused. This is talking without listening epitomized. This behavior is obnoxious and potentially harmful. But that doesn’t mean that you can’t use marketing automation effectively and even for email delivery.

Properly sent and timely emails based on well-defined triggers are critical parts of a good marketing campaign. Just be sure to listen and build your campaigns based on user interaction. Did they open the previous email you sent? Did the click a link you shared in the email? Use these triggers as ways to determine interest for future emails. Be smart in your marketing.

2. Be Consistent Without Being Obnoxious

The second problem that can frequently arise with new marketing automation users is the over usage of lead touch points. This means contacting your leads to frequently. Don’t inundate your new leads with too much information too quickly. Remember that you want to implement a drip campaign not a flood campaign. If you bury your new leads in a torrential amount of welcome emails, request for feedback, product suggestions and more you will drown your potential customer. Don’t be obnoxious.

Instead be timely and be consistent. Set a marketing plan that properly touches your leads and shares information at appropriate times. This might mean a monthly newsletter with relevant information, or maybe this means a bi-weekly email with completely different content each time. This is consistent, friendly interactions instead of obnoxious and overbearing information dumps. This step also requires that you listen to your potential leads. (See Suggestion 1 above)

3. Don’t Hover

The last suggestion for building a successful marketing automation campaign involves trust. You need to trust your campaign workflows, you need to trust your personas you’ve built, you need to trust the process. If you don’t trust in what you’ve built and organized you will find yourself hovering over every potential lead and new site visitor. You’ll find yourself obsessing on what they are doing, and jumping in to provide more information and push a decision. This is the used-car-salesman approach to marketing and it’s ugly. No one likes to be hard sold like this; your marketing automation prevents you from doing this…if you trust what you’ve created. Listen to what comes back.

Marketing automation when done right will bring your best leads to the surface when they are ready to be contacted. They will be nurtured by your marketing funnel; adding points, giving weight, improving their readiness, until the time comes when they are turned over to you for direct engagement. Your marketing should handle everything else so you don’t need to hover.

These three suggestions will help you cut through the marketing automation madness and help you build a powerful marketing campaign strategy that will keep you from sabotaging your own progress. Be smart, Be consistent, Be trusting. And watch your marketing automation do what you intend for it to do.

Mautic is an open source marketing automation platform built for you. Mautic will help you organize your marketing campaigns, build successful marketing strategies, and nurture your leads effectively. Mautic helps you listen to your customers.

We start this week with a reminder that honest and transparent marketing is always the best way to build a strong brand and consumer loyalty. Recently Ubisoft failed to do this and as a result are struggling with a bit of a PR nightmare.

Ubisoft accused of ‘deceptive marketing’ for Heroes of Might and Magic 7

“The CE Edition is advertised as coming with a PC DVD,” writes melchior1090 on Imgur. “But no game is even provided with the package. Buyers have to issue tickets to Ubisoft to have the game activated on their account. And are refused refunds.”

Read the full story: http://www.ign.com/articles/2015/10/12/ubisoft-accused-of-deceptive-marketing-for-heroes-of-might-and-magic-7

The Get-Rich-Quick Schemers Who Love the GOP

Donald Trump and Ben Carson, lack any experience in elected office. Much less attention has gone to something else the two men share: a history of entanglements with companies that have been rightly criticized for hawking get-rich-quick schemes to the broke and desperate. The business model, which is perfectly legal, is called multilevel marketing.

Read the full story: http://www.slate.com/articles/business/the_bills/2015/10/trump_carson_bush_all_benefited_from_multilevel_marketing_schemes.html

Square says its super-simple email marketing tools are paying off for small businesses

Six months after introducing square marketing, the company has data that shows its digital coupons increase sales. If you pay attention to news coming from Square, you know that it’s been a long time since all it did was process credit-card payments using its itty-bitty swiper. The expansion of its small-business services began in earnest back in 2012, with an app that transformed an iPad into a cash register. In May 2014, it turned receipts into miniature customer surveys and started fronting money to small businesses that they could repay a little bit at a time from their Square transactions. In April of this year, it launched Square Marketing, a service that lets businesses send digital offers such as discounts to their customers. And in August, it started to help businesses schedule appointments.

Read the full story: http://www.fastcompany.com/3052058/square-says-its-super-simple-email-marketing-tools-are-paying-off-for-small-businesses

Startups: Why Giving Stuff Away For Free Is The Best Marketing Tool

Startups – giving stuff away for free is the best marketing tool. This story demonstrates why. Austin has been named the best American city for startups, according to a report by the Kauffman Foundation and the surprising second is Miami. The data is part of an infographic exploring Factors that Influence Startup Success. It reveals interesting facts and statistics relating to age, professional background and sectors as influences on the success or failure of a startup.

Read the full story: http://www.forbes.com/sites/amyguttman/2015/10/11/startups-why-giving-stuff-away-for-free-is-the-best-marketing-tool/

Your time is limited, we find interesting and useful articles for you to quickly review the highlights of and how they affect marketers. Today’s stories covered everything form deceptive marketing, questionable multi-level marketing, the power of simple email marketing, and the best marketing tool ever: giving stuff away for free. We hope these articles help you as you plan and execute your marketing strategy.

Mautic, free marketing automation software, is a fantastic tool to help you build a transparent and simple email marketing system and help you give things away to your target audience. You’ll love all that marketing automation can do for you and do well.