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Home > Products > Vanilla\Connect Agency > Marketing Automation
Marketing Automation:  
Marketers spend considerable amount of time on creating campaigns and communication material with richness, diversity, and objectives - promotional campaigns, lead generation campaigns, brand awareness campaigns, newsletters, and many more. It is very clear that a lot of thought, effort, money, and time are spent in creating and executing these campaigns. However, most of these campaigns are not targeted quickly in response to your prospect or customer's behavior. They are executed based on the marketer's goals and follow her clock. On the other hand, your subscribers, prospects, and customers respond to your campaigns or engage with your brand when they want to and do it so using different channels. Herein lies the conundrum. How can you be omnipresent, watch your customer or prospect's behavior, respond or engage in a timely manner, using the campaigns you already have in place - all without scaling your marketing resources and using your budgets unprofitably? That's where Treselle Systems' Marketing Automation comes into play.

However, at Treselle Systems, we do not believe that marketing automation amounts to just sending some triggered messages or auto responders. The scope, purpose, and value have to be comprehensive, especially given that automated messages get one of the highest open and click rates. Treselle Systems' designed its Marketing Automation capabilities to assist marketers based on six broad objectives:
  • Provide customer engagement lifecycle platform to automate marketing communications that is customer-focused so that your prospect's, subscriber's, and customer's engagement with your brand continues unabated in your presence or absence,
  • Offer you the flexibility and workflows so that you can send one message or a series of messages, automatically, either after a specific event or triggered by a customer's presence or absence of behavior - all by staying as personally relevant and timely to individual customers as possible,
  • Include the technology to leverage current data and information from your marketing database about each customer before communicating with her in real-time,
  • Help you with tools to manage and maintain your data in Vanilla\Connect and your database to be in sync and not allow them to grow into silos,
  • Facilitate integration between your data systems and Vanilla\Connect through our API,
  • Furnish you with capabilities to timely execute cross-sell, up-sell, and next-sell programs to increase revenue, convert prospects, and retain customers while maximizing ROI of your marketing programs.
-  The key elements of Vanilla\Connect's Marketing Automation include: platform, workflows, technology, tools, integration, and capabilities.
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Customer Engagement Lifecycle Platform:
- Customer Engagement Lifecycle Platform is an architectural framework, which is part of Vanilla \Connect's Professional and Agency product editions that offers marketing automation capabilities. All the other elements of marketing automation mentioned above are built on top of this platform.
- Autoprocessors, triggers, and autoprocessor series form the core of the workflows. Marketers can effortlessly combine these to create very comprehensive automation workflows to accomplish their marketing objectives. Brand building or customer engagement is an on-going process. Here comes a prospect to your site and signs up to receive communications from you or just opted-in to download a trial software. By doing so, she essentially made a statement that your brand is on top of her mind. You have a brief window of opportunity to fulfill her interest and increase her desire to purchase your product or at least continue to consider your brand. However, as a busy marketer, you cannot sit at your desk waiting to respond to each new subscriber or prospect. Here it is that you could use triggers and autoprocessor series to deliver campaigns that engages your prospect with your brand automatically. These could include a welcome message, customer testimonial, a product review, your value proposition, and many more. Vanilla\Connect's workflows will help you accomplish this goal.
- Marketers can create business rules of varying complexity that then can generate campaigns or actions in response to a customer's behavior or absence of behavior.
- There is really no limit to the breadth and depth of automated campaigns that Marketers can create using Vanilla\Connect's customer engagement lifecycle platform. Some of them are:
 
  • Welcome messages
  • Abandoned Shopping cart messages
  • Lead Nurture messages
  • Countdown and limited-time offer messages
  • Activating Dormant customer messages
  • Lifecycle marketing messages
  • Double Opt-in Welcome messages
  • Abandoned Form messages
  • Cross-sells, Up-sells, Next-sell messages
  • Renewal messages
  • Abandoned Click messages
  • Pre- and Post-purchase messages
- Benefits: Just imagine the time, effort, and budget a marketing organization could potentially save by effectively and efficiently delegating these crucial, brand building, and revenue generating marketing tasks to Vanilla\Connect's Customer Engagement Lifecycle Platform.
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Autoprocessor Workflows:
- Vanilla\Connect's autoprocessors can be used to send one message or campaign or just perform one action such as update the status of a customer in client's or Vanilla\Connect's database. The autoprocessor will look at the rules you create and execute the actions you specify. Marketers will have lot of latitude on picking the right combination of rules and actions to suit their needs. Unlike batch and blast mailing or simple autoresponders, Vanilla\Connect's autoprocessors work on one customer or subscriber at a time.
- Our intuitive, drag-and-drop workflow designer helps marketers to build a single autoprocessor in just 1 minute.
- Benefits: Using Vanilla\Connect's autoprocessors, Marketers can streamline their tasks and focus on those that really need their attention.
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Autoprocessor Series Workflows:
- Vanilla\Connect's autoprocessor series includes drip campaign capabilities that can be customized based on a prospect or customer's demographics (industry, title, age), site behavior (website visit, specific page visit on your website), purchase history, current behavior (abandoned cart), status, or her engagement with your lifecycle and brand marketing efforts.
- You may sell a big ticket priced product or service and you are aware that the sales cycle is usually 3+ months. Your goal, during these 3+ months, probably is to nurture the leads, educate them about your product or service, state benefits based on job function or decision maker's role, share success stories from similar customer situations, and essentially keep your brand visible before the leads become hot and may warrant a sales person's call. To accomplish this, you could create a 12-part campaign series to send one campaign a week starting one day after the prospect downloads a 75-day trial version of your software. It is very easy to set up and execute with Vanilla\Connect's autoprocessor series.
- Let's say that you have a list of 1000 customers who use your license based product or service and need to be renewed annually but at different times of the year. Are you using spreadsheets to figure them out? Of course, you can have your inside sales team call on all the 1000 customers but that is not efficient use of your sales team. Smart marketers know that not all 1000 customers need to be contacted by a sales person to renew. Some customers will have an organized process where they will automatically renew, some need to be reminded well in advance, and some need a phone call to state the urgency. Using Vanilla\Connect's autoprocessor series, marketers can create one campaign to send reminders, say, 60 days prior to the renewal date, move those who have renewed away from the list, send a reminder email in 2 weeks to those who have not renewed again, and hand over the procrastinators to your inside sales team for follow up. All these tasks are handled automatically once the autoprocessor series is set up.
- Benefits: Whether it is nurturing a lead, promoting a loyalty program, reminding a renewal, or reviving a dormant customer, Vanilla\Connect's autoprocessor series helps marketers enhance a prospect or customer's interaction with their brand as well as promoting their objectives efficiently and effectively to acquire, retain, convert and evangelize their target market all the while standing out from competition.
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Trigger Workflows:
- Vanilla\Connect Triggers can be invoked by an event such as when a subscriber opts-in to a list or when a customer opens/clicks an email or by the marketer's system. Marketers can use these customer interactions to take appropriate and timely actions.
- Marketers can create many cross-sell, up-sell, and next-sell opportunities by persuading existing customers to increase purchase frequency or quantity or purchase supplementary or complementary products. However, these efforts have to be timely and relevant. Using Vanilla\Connect, marketers can create up-sell, cross-sell, and next-sell campaigns with or without promotional offers, invoke the triggers to sync with client's system to retrieve customer's recent purchase data and deliver the appropriate campaign to existing customers after they make a purchase.
- Marketers can create multi-step triggers to increase conversion by gently reminding or motivating those customers who have clicked a specific link in a campaign but did not convert.
- Benefits: Vanilla\Connect's triggers are comprehensive, very powerful and function as multiple, invisible marketing resources focused on customer behavior or a lack thereof to motivate the disengaged to engage, dubious to convert, occasional buyers to repeat buyers at a pace that marketers can set based on their target market. Simple triggers, with minimal effort, could very well bring in incremental revenues and increase ROI of marketer's investments.
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Technology - Real-time Data Inserts:
- Customers abandoning shopping cart is a pretty normal event in the online retail world. What can a marketer do? Instead of just ignoring or sending a reminder, marketers using Vanilla\Connect Client Engagement Lifecycle Platform's technology can communicate with their systems to get the shopping cart content, insert in a campaign created for abandoned shopping carts, and send it in real-time to the customers either as a gentle reminder or add an incentive to convert.
- Benefits: Marketers can increase relevancy, personalization by pulling individual customer's purchase history or preferences before they communicate with her. The mere act that you know your customer's interests could increase conversion as well as brand loyalty.
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Tools - Real-time Data Updates:
- As an organization uses multiple channels and vehicles to communicate and connect with their prospect and customer base, one of the challenges marketers will face is data disparity. How do you feel, as a customer, when a brand, thinking that you did not convert, reaches out to you 24 hours after you purchased their product with a discount offer? This happens because the customer purchase data is in different system than the one that sent the incentive campaign. Vanilla\Connect's Client Engagement Lifecycle Platform provides the tools to sync with marketer's system first for an update, if any, and then decide, on each individual customer basis, whether to send the incentive campaign or cancel it. All this can happen in real-time. These tools are part of the workflows and can be added as you create a trigger or an autoprocessor.
- Triggers can be created without any customer-facing action but just to update either Vanilla\Connect with updates from marketer's systems or vice versa.
- Benefits: Marketers can easily plan to avoid any data disparity by just utilizing Vanilla\Connect's Client Engagement Lifecycle Platform tools.
 
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