Marketing Automation Guide

9 Ways You Can Put
Behavioral Automation
to Work for Your
Clients Today
www.StreamSend.com

2 // 9 Ways You Can Put Behavioral Automation to Work for Your Clients Today ©2016 StreamSend
The Winning Formula
While email marketing is still king, when used in combination with
marketing automation and behavioral insights, it reigns supreme.
EMAIL
MARKETING
MARKETING
AUTOMATION
BEHAVIORAL
INSIGHTS
Why?
Automated behavioral marketing increases
sales by delivering targeted and timely
messages based on user behavior, shopping
patterns and more.
This means you send the right message
to the right person at the right time.

Track what they are
looking at, what they are
clicking on and what they
are buying. Then, cross
reference that information
with email opens, clicks and
more to send extremely
targeted, timely and relevant
communications.
Track User Behavior and Stay Relevant
Home Men Women Catalogue Shopping Cart Shop
Search...
Aenean consequat odio orci, eget auctor arcu rhoncus in. Morbi
rhoncus hendrerit, urna justo finibus neque, in pretium est mi at
or, lobortis sagittis magna sed, mattis pulvinar lectus. Cras conse
blandit volutpat sto finibus neque, in pretium est mi at est.
10% Off Storewide!
Fill out the form to the right and receive this deal today.
Dont hesitate, this offer is about to expire!
First Name
Last Name
Email Address
Search...
Aenean
Odio orci, eget auctor arcu rhoncus indo
rhoncus hendrerit, urna justo finibustub.
$45.00
Spring Collection
Vandelay Clothing
PURCHASE
Aenean
$45.00
PURCHASE
Aenean
$45.00
PURCHASE
Men
Co
delay
BEHAVIOR INTERESTS
Save 20% On0%
ur Favorite ItemsYouY Favorite I
Mobile Desktop Shop
Aenean cons
$45.00 $36.00
Vestibulum elit leo, fermentum nec condimentum in, sodalesvel
turpis. Aenean id luctus nibh. Phasellus sed efficitur ipsum.
PURCHASE
Aenean cons
$35.00 $28.00
PURCHASE
Aenean cons
$35.00 $28.00
PURCHASE
ndelay ElectronicsVan
Save 20% On
Your Favorite Items
Mobile Desktop Shop
Aenean cons
$45.00 $36.00
PURCHASE
Aenean cons
$35.00 $28.00
PURCHASE
Aenean cons
$35.00 $28.00
PURCHASE
Vandelay Electronics
OPEN
RATES
CLICKSOTHER

The Numbers Speak for Themselves
“Companies that excel in lead
nurturing generate 50% more
sales-ready leads at 33% lower
cost per lead.”
- Forrester Research
“Businesses that use
marketing automation
to nurture prospects
experience a 451% increase
in qualified leads.”
- Annuitas Group
“21% of abandoners re-engage
and buy.”
- MarketingSherpa
“Marketing automation drives
a 14.5% increase in sales
productivity and a 12.2%
reduction in marketing
overhead.”
- Nucleus Research
21%
14.5%
SALES
PRODUCTIVITY
MARKETING
OVERHEAD
12.2%
50%
SALES READY
LEADS
COST PER
LEAD
33%

Behavioral Marketing Benefits Both
the Marketer and the Consumer
Benefits to the Consumer:
Behavioral targeting promotes stronger
engagement with your brand - consumers will
receive emails tailored to their interests, creating
a more personalized experience for them.
Benefits to the Marketer:
You’ll gain customer and prospect insights by
tracking their behavior, while also increasing brand
loyalty with relevant and personalized messages.
Most importantly you’ll boost website engagement
and conversions by sending the right message at
the right time.
CUSTOMER
INFORMATION
BEHAVIOR
INTERESTS
WEBSITE ENGAGEMENT
CONVERSION
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Search...
10% Off Storewide!
First Name
Last Name
Email Address
SUBMIT
Vandelay Clothing
Recommendedme
Just For You!st For You
Mobile Desktop Shop
Aenean cons
$45.00
PURCHASE
Aenean cons
$35.00
PURCHASE
Aenean cons
$35.00
PURCHASE
Recommended
Just For You!
Mobile Desktop Shop
Aenean cons
$45.00
PURCHASE
Aenean cons
$35.00
PURCHASE
Aenean cons
$35.00
PURCHASE
Vandelay Clothing

9 Ways to Put Behavioral Automation
to Work for Your Clients
List Growth
Campaign
Lead Qualifying
Campaign
Subscriber Reengagement
Campaign
Resubscription
Campaign
Browse Abandonment
Campaign
Welcome/Onboarding
Series
Shopping Cart
Abandonment Campaign
Product
Recommendation
Campaign
Drip
Campaign

“79% of marketing leads
never convert into sales.
Lack of lead nurturing is
the common cause of this
poor performance.”
- MarketingSherpa
Welcome / Onboarding Series
Problem
Your client offers new users a free trial so
that they can “test-drive” their product. They
need to increase their trial to paid account
conversion rate.
Solution
Configure a workflow that will identify
new trials and send them an educational
onboarding email series with useful
resources such as “how to” videos, user
case studies, success stories and more.
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Home Timesheets Projects Reports Help
Search...
Tuesday 17 Nov
0:15
+ Monday Tuesday Wednesday Thursday Friday Saturday Sunday Total: 10:58
New Entry Email Template Design
Production - Research
Start
4:25
Website Design
Design - Homepage Directions
Start
Vandelay’s
Project Management System
Welcome
to your 30-Day Free Trial!

Vandelay’s Project Management is looking
to increase their trial to paid conversion
rate by implementing an educational
onboarding series.
To this end, they are creating a workflow
that will:
Monitor:
- When a new user signs up for a trial account
- Whether the user has logged into the trial account
- Whether the user has created a project
- Whether the user has invited additional team
members to join a project
- Whether the user has watched any “how to” videos
Segment:
- Users who are using their trial account
- Users who are not using their trial account
Engage:
- Send a welcome email each time someone signs
up for a trial with useful information and “how to”
videos to help them get started
- Send a follow up email with sample use cases
providing examples for how the software can
be utilized
- Send a subsequent email with a deadline-driven
offer to upgrade their account
- Send an email offering a personal training session
invitation if someone signs up for a trial but
does not use it
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Home Timesheets Projects Reports Help
Search...
Tuesday 17 Nov
0:15
+ Monday Tuesday Wednesday Thursday Friday Saturday Sunday Total: 10:58
New Entry Email Template Design
Production - Research
Start
4:25
Website Design
Design - Homepage Directions
Start
Vandelay’s
Welcome
to your 30-Day Free Trial!
Tu
+
De
Tu
++ M
W
De
+
New Entry Em
Pr
W
+
Pr
N
++
E
+
trnnt
Timesheets Projects Help
Dear Jane Brown,
In semper sem ipsum, ut cursus ligula ulltricies vitae. Etiam tincidunt mollis bibendum. Nam
sed vestibulum lectus. Vivamus varius trristique volutpat. Aenean ullamcorper consequat eros
a pulvinar. Fusce tortor ipsum, sagittis inn sagittis ac, rutrum vel nisl. Nulla ligula mauris, rhonc
us vitae libero a, convallis dignissim semm. Morbi at faucibus elit, a laoreet dolor. Duis cursus
faucibus tortor ac tempus. Nullam conseectetur ligula non lacus tempor varius. Curabitur lacinia,
risus non elementum tristique, libero leoo malesuada nulla, vitae volutpat dolor odio a purus.
Phasellus ut sagittis metus. Vestibulum egeeget lorem tincidunt, congue tellus eu, molestie erat.
Nunc id tellus sed magna porttitor ultricies vel ut augue.
Mauris eu dolor sit amet felis ultricies pellentesque vel at felis. Integer suscipit, nibh eu aliqu
et efficitur, dui massa venenatis diam, ut faucibus tellus lacus dictum felis. Fusce et vehicula
ipsum. Praesent eget orci purus. Cras feugiat urna odio, eu molestie ipsum facilisis eget. Viva
mus ultricies urna at elementum tincidunt. Aliquam laoreet ultrices est pellentesque ullamco
rper. Suspendisse fringilla quam et fringilla euismod. Nam quis urna mollis nunc tristique
condimentum.
Cras feugiat urna odio, eu molestie ipsum facilisis eget. Vivamus ultricies urna at elementum
tincidunt. Aliquam laoreet ultrices est pellentesque ullamcorper. Suspendisse fringilla quam
et fringilla euismod. Nam quis urna mollis nunc tristique condimentum.
GET STARTED
GET STARTED
Vandelay’s
Project Management Systemm
Personal Traaininngg
Session
Timesheets Projects Help
Dear Jane Brown,
In semper sem ipsum, ut cursus ligula ultricies vitae. Etiam tincidunt mollis bibendum. Nam
sed vestibulum lectus. Vivamus varius tristique volutpat. Aenean ullamcorper consequat eros
a pulvinar. Fusce tortor ipsum, sagittis in sagittis ac, rutrum vel nisl. Nulla ligula mauris, rhonc
us vitae libero a, convallis dignissim sem. Morbi at faucibus elit, a laoreet dolor. Duis cursus
faucibus tortor ac tempus. Nullam consectetur ligula non lacus tempor varius. Curabitur lacinia,
risus non elementum tristique, libero leo malesuada nulla, vitae volutpat dolor odio a purus.
Phasellus ut sagittis metus. Vestibulum eget lorem tincidunt, congue tellus eu, molestie erat.
Nunc id tellus sed magna porttitor ultricies vel ut augue.
Mauris eu dolor sit amet felis ultricies pellentesque vel at felis. Integer suscipit, nibh eu aliqu
et efficitur, dui massa venenatis diam, ut faucibus tellus lacus dictum felis. Fusce et vehicula
ipsum. Praesent eget orci purus. Cras feugiat urna odio, eu molestie ipsum facilisis eget. Viva
mus ultricies urna at elementum tincidunt. Aliquam laoreet ultrices est pellentesque ullamco
rper. Suspendisse fringilla quam et fringilla euismod. Nam quis urna mollis nunc tristique
condimentum.
Cras feugiat urna odio, eu molestie ipsum facilisis eget. Vivamus ultricies urna at elementum
tincidunt. Aliquam laoreet ultrices est pellentesque ullamcorper. Suspendisse fringilla quam
et fringilla euismod. Nam quis urna mollis nunc tristique condimentum.
GET STARTED
GET STARTED
Vandelay’s
Personal Training
Session
Sample Campaign:
Vandelay’s Project
Management System
Vandelay’s Project Management is
a web-based project management
system that offers prospects a 30-day
free trial to assess its product.

“Shopping cart
abandonment retargeting
programs can generate
as much as 25%-40%
return of e-mail
program revenue.”
Shopping Cart Abandonment
Campaign
Problem
Visitors place items in their shopping
cart but do not purchase.
Solution
Use Insights to monitor whether a user’s
cart has been abandoned or whether
the user is still actively browsing the
site. When the user has left the site,
send targeted emails based on
that information.
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Home Mobile Desktop Electronics Shopping Cart Sale
Search...
10% Off Storewide!
First Name
Last Name
Email Address
10% Off Storewide!
First Name
Email Address
$45.00
Subtotal
ITEM 1
Your Shopping Cart
Aenean cons
$45.00
equat odio orci, eget auctorrhoncus hendrerit,
urna justoﬁn or, lobortis sagittis magna sed
blandit volutpat sto ﬁnibust.
Aenean cons
$45.00
$2,000.00
Subtotal
Quantity
1
Quantity
1
Vandelay’s
Widgets
CHECKOUT
ITEM 2

Sample Campaign:
Vandelay’s Widgets
Vandelay’s Widgets sells an
assortment of widgets through
its online store.
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Search...
10% Off Storewide!
First Name
Last Name
Email Address
10% Off Storewide!
First Name
Email Address
$45.00
Subtotal
Your Shopping Cart
Aenean cons
$45.00
Aenean cons
$45.00
$2,000.00
Subtotal
Quantity
1
Quantity
1
Forget
Somethinng??
Mobilee Desktop Shop
Aeneann cons
$45.000
Vestibulumm elit leo, fermentum nec condimentum in, sodalesvel
turpis. Aeneean id luctus nibh. Phasellus sed efficitur ipsum.ean id luctus nibh Phasellus sed efficitur ipsum
PURCHAASE
Aeneann cons
$35.00
PURCHASE
Aenean cons
$35.00
PURCHASE
Forget
Something?
Mobile Desktop Shop
Aenean cons
$45.00
PURCHASE
Aenean cons
$35.00
PURCHASE
Aenean cons
$35.00
PURCHASE
Vandelay’s
Widgets
Vandelay’s
Widgets
CHECKOUT
Vandelay’s Widgets wants to decrease their
shopping cart abandonment rate.
that will:
Monitor:
- When someone adds an item to a shopping cart
- When someone leaves the website
- Whether a purchase has been made
Segment:
- Visitors who’ve made purchases
- Visitors who’ve abandoned their carts
Engage:
- Determine whether a shopping cart has
been abandoned
- Send a series of timely reminder emails
dynamically displaying the items left in the
user’s shopping cart

“50% of leads are qualified
but not ready to buy.”
- Gleanster
Drip Campaign
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Home Video Listings For Sale For Rent Open Houses New Developments Agents
Search...
Vandelay’s
Real Estate
Listings
Aliquam ornare ipsum
Phasellus dictum ut mi quis luctus. Etiam
placerat ultricies dolor id bibendum. Nulla
m a volutpat erat. Sed fringilla condiment
um tellus in varius. Sed lacinia ipsum velit,
quis venenatis elit pretium id.
SAVE THIS HOME
$300,000
SAVE THIS HOME
$450,000
SAVE THIS HOME
$600,000
SAVE THIS HOME
$120,000
Problem
Your client’s sales cycle spans several
months. They need to ensure their
firm is the first to come to mind when
the prospect is ready to buy, and further
qualify prospects along the way.
Solution
Monitor your client’s website user behavior
and configure a workflow that sends highly
targeted emails when users engage with
website content, or if they don’t visit your
client’s site for a certain period of time.

Vandelay’s Real Estate is looking to keep
their firm’s name top-of-mind so that when
their prospects are ready to buy, they will use
one of their brokers. In addition, they want
to further qualify leads to determine whether
they are looking to buy a home or investment
property, where they are looking to buy and
their price range.
that will:
Monitor:
- What listings users view on the website
- The last time a prospect visits their website
Segment:
- Home or investment property
- Where they are looking to buy
- Price range
- People who have not visited their website
for 2 weeks or more
Engage:
- Based on the listings the prospect viewed, they
will receive a highly targeted series of emails with
noteworthy information about the state of the
real estate market, the neighborhoods they are
interested in, and more
- Prospects who have not visited their site in 2
weeks or more will receive an email to determine
whether the prospect is still looking to buy
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Home Video Listings For Sale For Rent Open Houses New Developments Agents
Search...
Vandelay’s
Real Estate
Listings
SAVE THIS HOME
$300,000
SAVE THIS HOME
$450,000
SAVE THIS HOME
$600,000
SAVE THIS HOME
$120,000
p g
um tellus in varius. Sed lacinia ipsum v
SAVE THIS HOME
m ornare ipsum
m ut mi quis luctus. Eti
s dolor id bibendum. N
t. Sed fringilla condim
sellus
erat u
volut
Aliquam o
Phasellus dictum
placerat ultricies
m a volutpat erat
$300,000
ornar
quis lu
d
in
Foor Sale For ReReFor RReReFor RReeeRReeRRo eenntntt AgenAgeAgAAggeennctnctAAgenctAAgAggengennctnctctcttnctAgAAgAAgencggeennctctAgAAAAggencggennctcttAAgenctgeenctcctttgg ccttc ssssssss
Allquamm ornare ippsumm
$300,0000
Vestibulumm elit leo, fermentum nec condimentum in, sodalesvelrmentuum nec condimentum in, sodalesvel
turpis. Aeneean id luctus nibh. Phasellus sed efficitur ipsum.
LEARN MOORE
LEARN MORE
LEARN MORE
Allquamm ornare ipsum
$600,0000
Vestibulum eelit leo, fermentum nec condimentum in, sodalesvel
turpis. Aenean id luctus nibh. Phasellus sed efficitur ipsum.n id luctus nibh Phasellus sed efficitur ipsum
Allquam ornare ipsum
$120,000
Vestibulum elit leo, fermentum nec condimentum in, sodalesvell
Vandelay’s
Real Estate
Recomendaatioonss
For Sale For Rent Agencts
$300,000
LEARN MORE
LEARN MORE
LEARN MORE
$600,000
$120,000
Vandelay’s
Real Estate
Recomendations
Sample Campaign:
Vandelay’s Real Estate
Vandelay’s Real Estate sells
residential real estate throughout
New York City’s five boroughs.

“Only 5% of marketers
implement browse
abandonment campaigns
despite a 6.4% conversion
rate. This is triple the rate
of welcome emails.”
- Infogroup
Browse Abandonment
Campaign
Problem
Your client has noticed that, though
website traffic is strong, many of their
visitors are not being converted
into customers.
Solution
Monitor your clients’ website user behavior
and configure a workflow that engages with
new and returning visitors differently.
Search...
Search...Vandelay’s Apparel
Product One
Aenean consequat odio orci, eget auctor
arcu rhoncus in. Morbi rhoncus hendrerit,
urna justo ﬁnibus neque, in pretium estmi
or, lobortis sagittis magna sed, mattis.
PURCHASE
Product One
PURCHASE
Product One
PURCHASE
EXISTING
CUSTOMER
NEW
VISITOR
CATEGORY
VIEWED
PRODUCT
VIEWED

Sample Campaign:
Vandelay’s Apparel
Vandelay’s Apparel sells clothing
and accessories through its
online store.
Vandelay’s Apparel has noticed that while
website traffic is strong, only a small portion
of visitors are converting into customers.
that will:
Monitor:
- Who is visiting the website
Segment:
- Unknown visitors
- Returning visitors
Engage:
- Unknown visitors will receive a pop-up with a
discount coupon to capture their email address,
giving the company the ability to continue
marketing to those new website visitors
- Returning visitors will receive a targeted email
dynamically displaying products they have
viewed - or related products - to bring them
back to the website
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Search...
10% Off Storewide!
First Name
Last Name
Email Address
SUBMIT
Home Men Women Catalogue Shopping Cart
Aenean consequat odio orci,
rhoncus hendrerit, urna justo
or, lobortis sagittis magna sed
blandit volutpat sto ﬁnibus ne
10% Off Storewide!
First Nam
Last Nam
Email Address
me
me
Email Address
SUBMIT
Wait!Enter your email below and
receive a 20% OFF coupon.
d, mattis pulvinar lectus. Cras conse
eque, in pretium est mi at est.
SUBMIT
eget auctor arcu rhoncus in. Morbi
ﬁnibus neque, in pretium est mi at
d mattis pulvinar lectus Cras conse
Just for you!
Vestibulum elit leo, fermentumVV
nec condimentum in, sodales.et auctor arcu rhoncus in. Morbiet auctor arcu rhoncus in. Morbi
Vandelay’s ApparelUBMITUBMIT obileMo Desktop Shop
Aenean cons
$45.00
alesvelVestibulum elit leo, fermentum nec condimentum in, soda
m.turpis. Aenean id luctus nibh. Phasellus sed efficitur ipsum
e, in pretium est m
SHOPSHOP
Aenean cons
$35.00
odalesvelVestibulum elit leo, fermentum nec condimentum in, sod
turpis. Aenean id luctus nibh. Phasellus sed efficitur ipsum.turpis. Aenean id luctus nibh. Phasellus sed efficitur ip
SHOP
Aenean cons
$50.00
entum nec condimentum in, sodalesvelVestibulum elit leo, ferment
Aenean id luctus nibh. Phasellus sed efficitur ipsum.turpis. Aenean id luctus n
SHOP
S
Just for you!
Vestibulum elit leo, fermentum
nec condimentum in, sodales.
Vandelay’s Apparel Mobile Desktop Shop
Aenean cons
$45.00
SHOP
Aenean cons
$35.00
SHOP
Aenean cons
$50.00
SHOP
www.vandelayapparel.com

“Research shows that it
can cost up to 30 times
as much to get a new
customer as it does to
keep an existing one.”
- The Chartered Institute of Marketing
Resubscription Campaign
Problem
Due to a glitch in The Vandelay Times system,
an e-newsletter was sent to subscribers
multiple times causing a large number
of subscribers to unsubscribe.
Solution
Configure a workflow that identifies people
who have unsubscribed and serve them a
pop-up featuring an incentive to resubscribe.
Search...
U.S. World Politics Money Opinion Sports U.S. Edition
Search...Vandelay Times
REPORT: Aenean dolor nunc, consequat vel libero vel, gravida hendrerit.
Cum sociis natoque penatibus et magnis dis parturient montes, nascetur
ridiculus mus. Donec bibendum tellus lacus, id tincidunt lacus convallis ut.
Nulla magna massa, egestas non mauris eget, vulputate venenatis magna.
Proin sit amet consequat tellus. Integer posuere elit ante, ut auctor eros
dictum aurabitur a venenatis lectus. Nam iaculis dolor mi non.
Aenean dolor nunc consequat
Cum sociis natoque penatibus et magnis
Donec bibendum tellus lacus
Nulla magna massa, egestas non mauris
Proin sit amet consequat tellus
Cump sociis natoque penatibus
et magnis bornatume
Subscribers
Search Advanced
chrismadison@yahoo.com Active Feb 13, 2016 Edit
E-mail Status Subscribed
+
victorvaughn@aol.com Active Feb 13, 2016 Edit
jamesjohn@gmail.com Unsubscribed Feb 13, 2016 Edit
bradpeterson@gmail.com Active Feb 13, 2016 Edit
richardrodgers@gmail.com Active Feb 13, 2016 Edit
petermallon@yahoo.com Active Feb 13, 2016 Edit
mikewillis@aol.com Active Feb 13, 2016 Edit
andrewfeldman@hotmail.com Active Feb 13, 2016 Edit
ericvogel@gmail.com Active Feb 13, 2016 Edit
joedero@yahoo.com Active Feb 13, 2016 Edit
Subscribers
Search
chrismadison@yahoo.com Active Feb 13, 2016
+
victorvaughn@aol.com Active Feb 13, 2016
jamesjohn@gmail.com Unsubscribed Feb 13, 2016
bradpeterson@gmail.com Active Feb 13, 2016
richardrodgers@gmail.com Active Feb 13, 2016
petermallon@yahoo.com Active Feb 13, 2016
mikewillis@aol.com Active Feb 13, 2016
andrewfeldman@hotmail.com Active Feb 13, 2016
ericvogel@gmail.com Active Feb 13, 2016
joedero@yahoo.com Active Feb 13, 2016

Sample Campaign:
The Vandelay Times
The Vandelay Times is a news site
offering subscribers a series of
topical e-newsletters.
The Vandelay Times wants to identify
subscribers who have unsubscribed from
their list and get them to opt back in.
that will:
Monitor:
- Who is visiting the website
Segment:
- Visitors whose status equals “active”
- Visitors whose status equals “unsubscribed”
Engage:
- Once a visitor has been identified as someone
who has previously unsubscribed, they will
receive a website pop-up with a targeted
special offer
- After the user has filled out the form displayed
in the pop-up and opted back into their
list, Vandelays.com can send a product
recommendation email based on the items
they viewed when last on the site
Search...
U.S. World Politics Money Opinion Sports U.S. Edition
REPORT: Aenean dolor nunc, consequat vel libero vel, gravida hendrerit.
Cum sociis natoque penatibus et magnis
Cump sociis natoque penatibus
et magnis bornatume
U.S. World Politics U.S. Edition
el libero vel, gravida hendrerit.
Cum sociis natoque penatibus et
Cump sociis natoque pen
et magnis bornatume
First Name
Email Address
Last Name
SUBMIT
SPECIAL OFFERSPECIAL OFFERSPECIAL OFFERSPECIAL OFFER
6 months FREE when you re-subscribe!
Brad
bradpeterson@gmail.com
Peterson
Search Advanced
Active Feb 13, 2016 Edit
Status Subscribed
+
Unsubscribed Feb 13, 2016 Edit
Subscribers
Search Advanced
chrismadison@yahoo.com Active Feb 13, 2016 Edit
+
victorvaughn@aol.com Active Feb 13, 2016 Edit
jamesjohn@gmail.com Active Feb 13, 2016 Edit
blackpeterson@hotmail.com Active Feb 13, 2016 Edit
richardrodgers@gmail.com Active Feb 13, 2016 Edit
petermallon@yahoo.com Active Feb 13, 2016 Edit
mikewillis@aol.com Active Feb 13, 2016 Edit
andrewfeldman@hotmail.com Active Feb 13, 2016 Edit

“73% of consumers prefer
to do business with
brands that use personal
information to make their
shopping experiences
more relevant.”
- Digital Trends
Product Recommendation
Campaign
Problem
You want to get more sales from
existing customers.
Solution
Use Insights to monitor what products
customers are browsing and buying and
include those items (or similar items) in
ongoing product recommendation emails.
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Search...
10% Off Storewide!
First Name
Last Name
Email Address
10% Off Storewide!
First NameOur Products
Aenean cons
$45.00
Aenean cons
$45.00
Aenean cons
$45.00
Aenean cons
$45.00
Vandelay’s
Widgets
Purchase Purchase Purchase Purchase

Search...
10% Off Storewide!
First Name
Last Name
Email Address
Search...
10% Off Storewide!
First Name
Last Name
Email Address
10% Off Storewide!
First NameOur Products
Aenean cons
$45.00
Aenean cons
$45.00
Aenean cons
$45.00
Aenean cons
$45.00
Vandelay’s
Widgets
Purchase Purchase Purchase PurchasePurchase
ns
$45
equat
j
Aenean co
5.00
odio orci, eget auctorrhonc
urna justoﬁn or, lobortis sagittis m
P h
Recommendeeddd
just for yyouu!
Mobile Desktop ShopSho
Aenean cons
$45.000
Vestibulumm elit leo, fermentum nec condimentum in, sodalesvel
turpis. Aennean id luctus nibh. Phasellus sed efficitur ipsum.nean id luctus nibh Phasellus sed efficitur ipsum
PURCHAASE
Aeneann cons
$35.00
PURCHASE
Aenean cons
$35.00
PURCHASE
Vandelay’s
Widgets
ean
0
ons
5.
t o
urna ju
ut
io o ci ege
l b
at
n or,
Recommended
just for you!
Mobile Desktop Shop
Aenean cons
$45.00
PURCHASE
Aenean cons
$35.00
PURCHASE
Aenean cons
$35.00
PURCHASE
Vandelay’s
Widgets
Sample Campaign:
Vandelay’s Widgets
Vandelay’s Widgets sells an
assortment of widgets through
its online store.
Vandelay’s Widgets is looking to increase
sales through their online store by
recommending products to visitors who’ve
already made purchases there.
that will:
Monitor:
- Products purchased
- Products viewed
Segment:
- Visitors who’ve made a purchase
- Items they viewed, but did not purchase
Engage:
- Send emails displaying products that
complement a recent purchase
- Send emails displaying products that the user
has looked at on the site but has not purchased
- Send emails displaying products similar to those
the user viewed on the site

List Growth Campaign
Problem
Your client wants to use pop-up opt-in forms
on their site to help grow their list of qualified
leads. However, they don’t want to bother
existing clients with these pop-ups.
Solution
Set up a workflow that monitors your client’s
website, identifies visitors who are not
subscribers and serves the pop-up.
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Home Products Solutions Downloads Store Register
Search...Vandelay’s CRM
VISITOR NOT
RECOGNIZED
VISITOR
RECOGNIZED
VISITOR NOT
RECOGNIZED
“78% of successful marketers
say that marketing automation
is most responsible for improving
revenue contribution.”
- The Lenskold Group

Sample Campaign:
Vandelay’s CRM
Vandelay CRM is an enterprise
web-based customer relationship
management system.
Vandelay CRM is looking to increase
their websites conversion rate and acquire
new qualified leads. However, they want
to exclude existing customers from this
campaign.
that will:
Monitor:
- Who is visiting the site
- Whether they visit both the features
and pricing page
Segment:
- Clients vs. non-clients
- People who visit both the features
and pricing page
- People who download the free best practices
guide they are offering in the pop-up
Engage:
- Prospects who are not currently clients and
have visited both the features and pricing page
are offered a “10 Things to Consider When
Selecting a CRM” guide through an “exit intent”
pop-up before they leave the website
- Those who download the guide receive
an email about the company followed by
a call from the sales team
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Home Products Solutions Downloads Store Register
Search...
Aenean cons
Lorem ipsum dolor sit amet, consectetur ad
ipiscing elit. Ut vel tincidunt velit, sit amet ul
trices nibh. Donec cursus neque a porta.
Products
Aenean cons
Aenean cons
Vandelay’s CRM
Learn More Learn More Learn More
Home Products So Register
Search...
Aenean cons
Lorem ipsum dolor sit amet, consectetu
ipiscing elit. Ut vel tincidunt velit, sit am
Products
t ces b . o ec cu sus eque a po ta.
n cons
um dolor sit amet, consectetur ad
lit. Ut vel tincidunt velit, sit amet ul
Vandelay’s CRM
Learn More Learn More Learn More
First Name
Email Address
SUBMIT
FREE REPORTFREE REPORTFREE REPORTFREE REPORT
Sign Up Now for a FREE Report Focusing
on Website Behavior!
Cindy Jones
cj@gmail.com
VISITOR NOT
RECOGNIZED
Database
bf@gmail.com
cj@gmail.com
jj@yahoo.com
bf@gmail.com
donny@aol.com
wt@yahoo.com
NEW LEAD

Lead Qualifying Campaign
Problem
Your client is a sales driven organization but
their sales team is spending too much time
qualifying leads.
Solution
Create a workflow that pre-qualifies leads
based on website and email engagement.
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Home About Us Meet Our Team Products Loan Center Research Reports Contact
Search...
Vandelay’s
Financial
Investment Strategies
DOWNLOAD
ornare dubaste
DOWNLOAD
ornare dubaste
DOWNLOAD
ornare dubaste
DOWNLOAD
ornare dubaste
“Companies that excel
at lead nurturing generate
50% more sales-ready
leads at 33% lower cost.”

Vandelay’s Financial is looking to identify
leads that are ready to be contacted by
their sales team and determine what types
of investments they are currently
interested in.
that will:
Monitor:
- What research reports prospects are
downloading
- How often prospects are downloading them
- How often prospects are clicking on
their emails and on what content
Segment:
- Type of reports being downloaded
- Download frequency
- People that go to the company portfolio
performance page
Engage:
- Send a second report based on the first report
downloaded
- If someone downloads a second report, send
them an email with the company’s portfolio
performance
- If someone clicks on the performance email,
send them a meeting request email followed
by a call from the sales team
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Home About Us Meet Our Team Products Loan Center Research Reports Contact
Search...
Vandelay’s
Financial
Investment Strategies
DOWNLOAD
ornare dubaste
DOWNLOAD
ornare dubaste
DOWNLOAD
ornare dubaste
DOWNLOAD
ornare dubaste
DOWNLOAD
rnare ipsum
tum ut mi quis luctus. Eti
cies dolor id bibendum. N
t erat. Sed fringilla condim
n varius. Sed lacinia ipsum v
o
ubaste
Aliquam o
Phasellus dic
placerat ultr
m a volutpa
um tellus i
ornare du
asel
cera
Meeting
Invitatioon
AAbout Products ContactConta
SCHEDULE MEETING
Vandelay’s
Financial
ut
olo
ed
varius. Sed
i li
Aliquam orn
ict
tric
at
um tellus in
i
ubao
Phasellus
lacerat u
a vol
na
Dear First Name,
Phasellus dictum ut mi quis lucctus. Etiam placerat ultricies dolor id bibe
ndum. Nullam a volutpat erat. SSed fringilla condimentum tellus in varius.Sed fringilla condimentum tellus in varius
Sed lacinia ipsum velit, quis venenatis elit pretium id.
Phasellus dictum ut mi quis luctus. Etiam placerat ultricultricies dolor id bibe
ndum. Nullam a volutpat erat. Sed fringilla condimentum tellus in varius.s in varius
Sed lacinia ipsum velit, quis venenatis elit pretium id. Nulla gravida lect
us eget tortor facilisis, non tempor quam lacinia. Curabitur vitae imper
diet tortor. Proin rutrum libero ut malesuada porta. In tempus, felis id
interdum commodo, orci nibh dictum enim, id convallis nulla libero
et nullavitae imper diet tortor. Proin rutrum libero ut malesporta.
Maecenas pharetra ligula sit amet neque vehicula
faucibus. Quisquque ac scelerisque dolor.
Meeting
Invitation
About Products Contact
SCHEDULE MEETING
Vandelay’s
Financial
Dear First Name,
Phasellus dictum ut mi quis luctus. Etiam placerat ultricies dolor id bibe
ndum. Nullam a volutpat erat. Sed fringilla condimentum tellus in varius.
Sed lacinia ipsum velit, quis venenatis elit pretium id.
Phasellus dictum ut mi quis luctus. Etiam placerat ultricies dolor id bibe
ndum. Nullam a volutpat erat. Sed fringilla condimentum tellus in varius.
Sed lacinia ipsum velit, quis venenatis elit pretium id. Nulla gravida lect
us eget tortor facilisis, non tempor quam lacinia. Curabitur vitae imper
diet tortor. Proin rutrum libero ut malesuada porta. In tempus, felis id
interdum commodo, orci nibh dictum enim, id convallis nulla libero
et nullavitae imper diet tortor. Proin rutrum libero ut malesporta.
Maecenas pharetra ligula sit amet neque vehicula
faucibus. Quisque ac scelerisque dolor.
Sample Campaign:
Vandelay’s Financial
Vandelay’s Financial is an asset
management firm catering to high-net-
worth investors. It offers prospects
access to financial research reports
on investment ideas for lead
nurturing purposes.

Subscriber Reengagement
Campaign
Problem
Your client has noticed that fewer
people are reading their newsletter
and they want to reengage readers
who are not opening their emails.
Solution
Using a medium other than email,
learn more about those readers’
interests.
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Search... James
Gmail
Inbox
Starred
Important
Sent Mail
Drafts (4)
Circles
Deleted Messages
Primary
COMPOSE Vandelay Travel What’s New Feb 18
Monty’s Credit Services Your Rewards are changing! Feb 17
Platform New Sign in Feb 14
Vandelay Travel What’s New Jan 12
Tix Orders Download Your Tickets Jan 9
Sunrise Bank Credit Card Statement Ready Jan 7
Vandelay Travel What’s New Dec 26
Betty's Bistro Your Electronic Receipt Dec 14
UNREAD
UNREAD
UNREAD
Vandelay Travel What’s New Feb 18
“Nurtured leads produce, on
average, a 20% increase in
sales opportunities versus
non-nurtured leads.”
- DemandGen Report

Sample Campaign:
Vandelay Travel
Vandelay Travel is a tourism
agency specializing in high-end
travel. Every month they send an
enewsletter to their database.
Vandelay Travel is looking to identify
website visitors who receive their
enewsletter, have not read it in over three
months and reengage them.
that will:
Monitor:
- Who is opening the enewsletter
Segment:
- Website visitors who are not opening
their enewsletter
Engage:
- When someone who hasn’t opened their
email in three months or more visits the
site, they will be prompted to fill out a
survey about their travel interests through
a website pop-up
- Subsequent enewsletters will include
articles based on the interests captured
in the survey
Search...
10% Off Storewide!
First Name
Last Name
Email Address
Home Hotels Pages Places Galleries Packages Contact
Search...
Vandelay
Travel
Start Your Adventure Here
LEARN MORE
ornare dubaste
LEARN MORE
ornare dubaste
LEARN MORE
ornare dubaste
LEARN MORE
ornare dubaste
Home Hotels Pages Places Galleries Packages Contact
Search...
Vandelay
Travel
Start Your Adventure Here
LEARN MORE
ornare dubaste
LEARN MORE
ornare dubaste
LEARN MORE
ornare dubaste
LEARN MORE
ornare dubaste
Take Our Survey!
Places you want to visit:
Time frame for you next trip:
Types of activities you are interested:
Phasellus Sellusdictum Fringillament

Are you a creative shop offering
digital marketing services?
If so, then it’s time to get your very own branded
email marketing and behavioral automation
platform with StreamSend Private Label.
Your Branding, Your URL
Fully customize our platform with your logo and customized
URL. When your clients log into their accounts, they will
see your logo and your URL - not ours.
Private Label Dashboard
Your centralized dashboard will allow you to effortlessly
manage client accounts, their campaigns, reporting
and invoicing all through one simple interface.
Fully Customizable Account
Offer self-service or full-service accounts, define your own
pricing model, assign varied permission levels and more!
Template Library with Your Designs
Create client template libraries with your designs,
templates or both! Convert emails into “locked”
templates with simple drag and drop functionality to
easily add images, text, surveys, video and more.
Behavioral Automation
Triggered emails, advanced segmentation, retargeting,
dynamic content and much more!
Dedicated Support
Your Private Label Account comes with a dedicated
account manager to assist you every step of the way!
StreamSend Private Label
Email Marketing Behavioral Automation
+
+
=
Your Brand
and URL
Our
Software
Your
Designs
WWW.
B U A12px Mail MergeArialI Link
+ Add Image
My Images Stock Images Widgets
December Newsletter
SEND
YourCompany
Visit www.StreamSend.com/CreativePL or call 1-877-439-4078, ext. 1.
Find out how you can fully white label our powerful email marketing
and behavioral automation platform.

Marketing Automation Guide

Recommended

Recommended

More Related Content

Viewers also liked

Viewers also liked (20)

Similar to Marketing Automation Guide

Similar to Marketing Automation Guide (20)

More from Ceremit srl

More from Ceremit srl (9)

Recently uploaded

Recently uploaded (20)

Marketing Automation Guide