Is Your Marketing Automation Designed for Success?
The results you get from your marketing automation depends heavily on having the right tools, program elements, and ongoing employee involvement.
Answer these questions to find out how your approach could be impacting your ROI.
Question 1
Let’s talk tech: Which of these best describes the technical configuration of your marketing automation?
We've got basic records set up, but things get a bit messy when it comes to items like lead assignment and notifications, mail verification records, secure forms, pages etc.
We are all set with basic configuration, lead assignments, notifications, mail verification, and SSL.
Our technical setup is comprehensive – records are set up properly, tracking codes are in place, and we have sophisticated lead assignment and notifications, SSLs, mail records – we check all the right boxes.
Question 2
Are your email templates optimized?
Our templates are just ok—they’re not mobile responsive and look a bit dated.
We’re getting there. We’re compliant with standards and have an unsubscribe link, but they could definitely use some extra design help.
We’re killing it! We’re in compliance with standards, mobile responsive, reflect the current brand, and garner high engagement rates.
Question 3
Are your landing page templates ready to help you convert?
That may be a stretch. Our landing page templates don’t offer the best user experience, with an unresponsive design, multiple CTAs, or lots of text.
We’re getting there. Our landing pages follow some best practices but we’re not seeing the type of conversion we were hoping for.
Our templates are brand compliant, responsive, and follow best practices in terms of CTAs, design, and text. We’ve tested over time and found just the right combination to convert.
Question 4
Do you have appropriate content to power campaigns?
We just have a few pieces of anchor content and use them for everything, from email campaigns to social media to our website. There’s just not resources to create more.
We have some anchor content and are working on more, but it always takes a back seat to other initiatives.
We’re a content powerhouse, constantly focused on churning out new content in a variety of formats and programs.
Question 5
What does your lead scoring and reporting look like?
We have some lead channel attribution in place, but our lead scoring could use some work, as could our reporting.
We have a lead scoring model in place and have some useful reporting, but buy-in varies across marketing and sales and regular, actionable reporting can still be a challenge.
We are a well-oiled machine, with lead source attribution, lead scoring, data maintenance and compliance, and regular insightful reporting in place.
Want step-by-step guidance on getting your marketing automation in shape?
Find out if you’re set up for success with our detailed marketing automation inspection checklist.
→ Do a full audit of your setup
→ Uncover opportunities for greater ROI