Marketing automation software allows organizations to streamline marketing tasks to increase efficiency and effectiveness. It provides tools to create personalized experiences for contacts based on their behaviors and attributes. By taking a 360-degree view of customer interactions, marketers can automatically target groups in customized ways. The presentation suggests ideas for advocacy groups like following up on incomplete transactions, fast-tracking high value leads, and connecting emotionally based on subscriber data. Attendees are invited to ask questions on Twitter.

1. Using Marketing
Automation
Technology to
Strengthen
Advocacy Efforts

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Presented by….
Chris Scavo
Digital Marketing Strategist
experts@informz.com

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Agenda
• What exactly is Marketing
Automation?
• Work smarter, not harder
• Think outside of the box

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What exactly is Marketing
Automation?

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Software designed to streamline marketing tasks to increase
efficiency and effectiveness
Its not just about automating an email series
 Personas
 Scoring
 Behavior recognition
 Personalization

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Why automate?
 Efficiency
 Dynamic
 Relevancy
 Customized Experience

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Customize the experience

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Work Smarter, Not Harder

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360°Customer View
Database Profile
Website Activity
Email Response
Online Community
Customer

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Personalized Targeting

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Target Group Creation
 Website activity
 Member / Donor data
 Email response activity
 Online Community activity

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Membership Management

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Call For Action

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Web Activity

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Think Outside the Box

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Ideas to make you a hero
 Combine lapsed member data with recent website activity
 Follow up on transactions started but not completed
 Identify, fast track and convert high value leads
 Customize messages based on content adoption

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Score based on whats important

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Tailor based on age

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What matters most?
 Campaigns based on local efforts
 Online community involvement
 Calls for local representatives
 Use subscriber data to connect emotionally

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Q&A
Go to Twitter
#CQAdvocacy
Stay in touch
experts@informz.com