Marketing
Automation
Engage more. Cross-sell more. Convert more. It’s easy when Marketing Automation tracks new and existing accountholders’ visits to your website and sends auto-triggered emails for their specific interests.
Engage more. Cross-sell more. Convert more. It’s easy when Marketing Automation tracks new and existing accountholders’ visits to your website and sends auto-triggered emails for their specific interests.
We create on-brand emails that drive accountholders to your website. Campaigns that include direct mail pieces or social media graphics will point accountholders to an online landing page, which we set up for you.
When accountholders click a link in your email or complete a form on your landing page, they become trackable – meaning you can see when and where they go on your website.
We custom-write, design and set up targeted email campaigns that are auto-triggered for each accountholder based on their unique web page visits and interests.
Watch trackable leads increase over time and gain campaign insights through real-time reporting capabilities. We train you on your dashboard – even build your reports for you! – so you can easily interpret your data.
At about the six-month mark, we review your analytics with you and make any necessary recommendations or changes to optimize your results.
Your team of Marketing Automation Specialists is here at every step to answer all your questions. We also share best practices to boost your success through our quarterly Marketing Automation e-newsletter and a portal with how-to guides, client examples, blog posts and more.