{"id":69,"date":"2023-01-18T10:05:19","date_gmt":"2023-01-18T17:05:19","guid":{"rendered":"https:\/\/datrm.in\/?p=69"},"modified":"2024-06-05T10:43:32","modified_gmt":"2024-06-05T16:43:32","slug":"marketing-automation-example","status":"publish","type":"post","link":"https:\/\/contactdrive.sitecenter.us\/marketing-automation-example\/","title":{"rendered":"ContactDrive in Action: Marketing Automation"},"content":{"rendered":"
There’s a lot of new features and integrations in ContactDrive to make marketing automation easier, but what does this mean for you?\n
Quite simply, ContactDrive is now more than ever a platform to unify your contacts, leverage and augment what you know about them, and then communicate with them through precise messages and channels tailored to them.\n
So how do you maximize ContactDrive to leverage marketing automation and build relationships?\n
TL;DR:\n
There are a few steps involved, but it goes quick! Ok, here’s the full example:\n
You setup a form on your website to let people signup for updates. Ideally, there’s some sort of offer, such as a white paper or opportunity to sign a petition on an important issue.\n
Thanks to our integration with Zapier, this form could be almost anywhere. It could even be a donation form on Anedot.\n Zapier is a free service that connects hundreds of web services. WordPress, Gravity Forms, FormStack, Google Docs — you name it. ContactDrive also integrates with Zapier. So you can easily create a Zap using your webform as the trigger and ContactDrive as the action.\n Once you have your form setup, and a Zap built in Zapier, your data will flow into ContactDrive automatically. New contacts will be created, or merged with existing contacts if there’s a match.\n Now the fun begins!\n With our integrations with multiple data sources like FullContact, i360 and L2, you can check independent data sources to see if there’s any other data you might know about this new contact available.\n For instance, if you have their email (and hopefully you require an email on signup), FullContact might help you find their Twitter account or LinkedIn profile. They might have donated enough to put them above a certain threshold.\n If you have their city and state, i360 or L2 might help you find their voter record. (Note: In most states, voter data can only be used for advocacy or political purposes. Commercial uses are typically forbidden by state law. Check with your state or voter file vendor to ensure your use is legal.)\n From here, you can filter your data using everything you know about a contact, including this augmented data. So you might want everyone with a Twitter account, or everyone who is an Independent voter. Once you have the right filters in place to get to your ideal target audience, save them.\n Armed with your saved filters (really, target audiences), you can now create Lists for each audience. After creating a list, set them up to auto-update based on saved filters. Once you do that, any time a contact is added to your account, or updated, and match the criteria for a list’s saved filter, they’ll be added to that list.\n Now that you have automatically updated lists of contacts segmented based on criteria, you’ll want to do something with them. Easy!\n If you have integrated with a contact tool like MailChimp, you can sync your ContactDrive lists with your MailChimp lists. Go to your list, click on List Actions then Edit List. You’ll be able to select from an existing list on MailChimp or create a new one. Then, whenever a contact is added to your list, they’ll be added to the list on MailChimp.\nStep 2: Create a Zap\n
Step 3: Setup integrations\n
Step 4: Create saved filters\n
Step 5: Auto-update lists\n
Step 6: Sync with contact tools\n
Step 7: Create drip campaign(s)\n