Download List Building Marketing Strategy Checklist

List Building
Marketing Strategy
Checklist
How to Have the Best List Building and Marketing Automation Solution
FIRST
LIST YOUR CURRENT TACTICS
How are you collecting email addresses?
What are you doing to build a list of your clients for marketing
purposes?
Check off the tactics you are using to collect email addresses
ONLY IF you are currently marketing to the list you are building
in this way
SECOND
EVALUATE YOUR TACTICS
Use this checklist to ensure that your current email building
solution has all of the capabilities you need to communicate
with your clients efficiently
Usability
When it comes to making your team more productive, a list
building solution has to help you handle the following:
Loyalty cards (those that guest fill out in-store)
Collecting business cards in a fishbowl
Having your guests enter their information on an iPad
Through a POS system
Suggestions box
Auto-population: Gathered email addresses are autopopulated into your email marketing platform. Alternatively, the
list can be imported into services, such as MailChimp or
Constant Contact for immediate use.
Real-time behavior trigger: Your emails are sent out to
clients based on their visiting behaviors, such as the first time
they come into your premises.
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SECOND
EVALUATE YOUR TACTICS (continued)
Advertising Campaign/Deployment
Ideally, your solution should make it possible to easily
target people at the right place at the right time on their
mobile devices:
Social Integration: Your list building solution allows you to
increase engagement with social media channels such
Facebook, allowing your customers to like your page and spread
the word about your brand.
Advertising integrations: Your solution seamlessly
incorporates personalized digital ads into your marketing
program.
Templates/libraries: Email templates such as instant offers
and “we miss you” emails are available to use in your email
marketing campaigns.
Analytics
Knowing your target market will enable you to customize your
marketing the campaigns. Your list building and marketing
automation solution will help you do this by supporting:
Actual Customer Insights: You are able to analyze your client
base in regards to gender and frequency of visits. Based on this,
you can identify and anticipate your peak times when most
guests dwell at your premises.
Geo-targeted advertising: Your solution targets
individuals based on their geographical location.
Support and Scalability
Support: Your solution is supported by a large group of
partners that extends and enhances the capabilities of your
email marketing campaigns. You should never get stuck
because your don’t have appropriate email templates or a
consistent newsletter campaign in place to increase loyalty.
Community: Your vendor connects you with a variety of
resources and businesses that can help you enhance your
advertising program.
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THIRD
You’re all set!
COMPARE YOUR OPTIONS
By following the three steps outlined in this guide you will
be able to evaluate your options and decide what you will
need have a successful system in place.
Now that you know which features to seek out, take the time to
evaluate your solution. If you don’t currently have a solution in
place, this is where you take the time to compare vendors. Even
a single side-by-side comparison can give you real context into
which functionalities you truly want and need. Jot down some
specific tasks that you need your email building and marketing
automation solution to be capable of:
1. _____________________________________
2. _____________________________________
3. _____________________________________
Examples of specific tasks include:
• Triggering a message after a customer has not come back in a
certain amount of time.
• Displaying my ads on mobile at venues and events in my
vicinity
Migrating to a new system is painful, so don’t underestimate
your future growth if you’re just starting out in business.
That being said, not all sizes fit all: It’s always good to be
able to try a platform without having to commit to a longterm contract and if vendors host webinars or offer you a
demo, take it! Get a feel for it in advance.
Empower your
business today!
US: +1 (954) 960-3060
Toll Free: (888) 360-8420
Email: [email protected]
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