How to Boost your Business with Digital Marketing

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There’s no denying the modern world of business requires digital marketing to thrive. But, what does this mean for your business? In a world where the internet has penetrated most aspects of our lives, digital marketing offers a set of tools that will help your business reach its goals and connect you to your customers.

Digital marketing can improve your business with defined strategies. Here I’ll explore some of the most effective ways you can boost your business to the next level:

Strong Online Presence

Now, more than ever, a strong online presence is vital for any business to engage with its customers. Your main job is to showcase your business online through websites and social media.

Once you accept the power of the internet and what it can bring to your business, you’ll understand why creating a website and being on different social media platforms is essential for building your business brand.

Billions of consumers use the internet daily, and thanks to mobile internet access, you have the potential to grab their attention. Optimize your website for mobile to make it easier for your customer to engage when using a tablet or smartphone.

Your website should enable you to gather information on who your customers are and what they’re looking for. Invest in technology or hire a data analytics specialist. Delegating these tasks can make a huge difference and help you reach new heights.

Social Media Paid Promotions

Social media is a crucial marketing tool that grows more powerful by the day. Many businesses have succeeded in increasing their customer base solely through social networks.

Social media has so much visibility that can help your business. For example, Facebook has more than two billion active users looking for new and reliable sources.Floating ads on Facebook capture the viewer’s attention and have a high click-through rate. At the same time, Google ads are also an effective way to drive qualified traffic to your website when the viewer searches a specific term.

One of the easiest and strongest ways to get visibility for your business is through paid promotions, such as Facebook Ads. You can reach millions of customers with the click of a button. There are different types of promotions, from just wanting to get more “likes” to using them as a conversion driver for your product or service.

 Facebook Ads allow you to target your business to a specific audience based on location, demographics, interests, and behaviors. Such targeted campaigns can be up to 89% accurate. Synchronized paid, and organic posts will help your engagement and boost your ROI.

Instagram, with over 700 million monthly users, is the preferred platform for younger generations. Advertisers share content through filtered photos, making it one of the more natural ways to promote your brand.

Email Marketing Campaign

Email marketing continues to be an essential marketing strategy and is far from being dead. Done correctly, it can bring a substantial amount of revenue to your business. Email marketing campaigns are cost-effective and easy to implement.

Use and build your email list to develop and strengthen your relationship with customers.

Email automation tools can help you run campaigns without your direct involvement. You will save precious time and be sure that the right mail is sent to the right person at the right time—the more targeted and strategic, the greater your conversions.   

Some of the benefits of email automation include:

Some of the benefits of email automation include:

  • Automatic, doesn’t require intervention
  • Nurture leads
  • Benefit your sales team
  • Relevant content for the recipient
  • Increase brand awareness
  • Prospect personalization
  • Carefully planned email strategy

Automated or triggered emails are used in digital marketing to increase customer retention. A trigger email is sent automatically as a reaction to a subscriber’s action or behavioral pattern, such as welcome emails, reactivation emails, abandoned shopping carts emails, transactional emails, and birthday emails.

Landing Pages

Landing pages play a critical role in converting visitors to leads. This road to conversion is not always easy, but it can be done effectively with good practices.

A landing page is a standalone page; the visitor arrives there when they click on a link from an email or advertisement. They can be custom-built for a specific audience. It’s a good practice to offer free trials or discounts for products on a landing page.

Your goal with a landing page is to have your visitor sign up for newsletters, shop at your website, or download your content. While doing so, it also captures your customer’s information and keeps them engaged on your website.  

Even though landing pages are essential for digital marketing, they are vital for email marketing. Even if you create an amazing email campaign, the conversion rates might not meet your expectations. This is where the landing page comes in.

 In other words, landing pages are critical for your campaigns to be successful. If you master this powerful tool, you’ll have better results for your business.

Search Engine Optimization (SEO)

You need to get more eyes on your website. SEO’s function is to increase visibility, making it easier for your potential customers to find you. Visibility is directly related to your ranking, and the higher you rank on a search page, the more likely prospects will click on your website.

 If you consider that a quarter of web users never click past the first search engine result page (SERP), then your SEO efforts should be more effective. You should aim to rank among the top five positions through a search engine.

Optimizing content on your website will ensure that you become one of the top search results on Google. You may invest time and resources to maintain a polished website, but if your SEO strategy is not adequate, your potential customers may never see it.  

Some business owners think that SEO is not worth the effort or find it too technical and time-consuming. They may even take shortcuts using dubious practices that can get their business in trouble.

SEO is one of the most powerful and effective strategies for highly targeted traffic to your website.

Final Takeaway.

Always consider that a business is only as good as its digital footprint. Executing effective digital marketing will help your business grow. If you produce content tailored to your customers that appears on the channels or platforms where they spend their time, you’ll soon see your business improve, with a boost in sales and higher customer interaction.

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Ross Jenkins

Ross Jenkins

Ross Jenkins is the founder of DigitalME and is an ActiveCampaign Certified Consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.

Time-Saving Tips for Email Marketing

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Despite the rise of social media, email marketing continues to be one of the most used strategies with a high ROI percentage. It’s highly effective because you can turn prospects into clients and clients into loyal fans.

But, like with other marketing strategies, if you’re not careful, it can quickly become time-consuming and expensive.

In this post, I’ll share some of the best ways to optimize your marketing efforts.

Create a Marketing Plan

If you want to save time, you must commit to a marketing plan. Emailing your contacts without a strategy will not bring effective results.. This will get you organized and focused on your mission. If you stick to a plan, the ideas will flow, and you will be sending emails with the content you want to send out to your contacts on a regular basis.

Committing to a plan will save you time and money and will impact your conversion rates. When you have a defined strategy, you can also make adjustments along the way as needed.

Choose the Right Email Marketing Tools

There are many platforms out there that can help you get organized when sending emails. Choosing the right one is the first step.

 I personally use ActiveCampaign because they have great features that work for our team. It is, hands down, one of the most powerful and easy to use platform.

ActiveCampaign makes it simple to execute email marketing automation while offering detailed reporting, excellent deliverability, and free migrations from other platforms. So if you’re searching for automation that will save you time and money, this is the tool for you.

Marketing Automation

Marketing automation is the practice of completing repetitive marketing tasks through software. By automating these tasks, marketers save time and effort and enable them to send the message to the right user at the right time. 

Automation increases efficiency and frees time that can be spent on other activities, such as marketing strategy. You can use these processes to take care of lead nurturing, scheduling, analytics, or any other task that requires human involvement.

Automation will improve productivity, and your team will be able to focus on core tasks. If you remove the drain of repetitive tasks, you will save time and see more returns.

Build your Email List

Unlike social media, where your account may be deleted or suspended at any time, you own your email list. Therefore, no one can take it away from you.

 One of the most used strategies to build your email list is to include an “opt-in” form on your website, but there are other ways to attract new subscribers.

 Other tactics include adding a link to a landing page in your social media platforms, adding a call to action button on your Facebook page, or effective lead magnets (e.g., ebooks, webinars, online events, etc.).

 Once you identify which strategy works best for your target market, you can implement and build your subscriber list from there.

Personalization with a CRM

Companies use CRM (Customer Relations Management) software to track the following:

  • Sales and promotions
  • Record customer data
  • Customer approval
  • Follow-ups

Collecting customer data allows you to reach your target market. It provides you with statistics on your customers’ past purchases, what they are currently browsing, as well as essential information, such as age group, gender, and location.

 This tool will ensure that your digital campaign targets genuinely interested customers and will save you the time of launching a campaign, hoping it will reach your intended customer. 

I also recommend ActiveCampaign for all marketers that require a good connection between sales teams and customers, with less effort and time investment. As I mentioned above, ActiveCampaign’s most important feature is its marketing automations, which reduces significantly the time spent on each lead.

The level of automation offered by ActiveCampaign is one of the best in the market, making sure you don’t miss any aspect of the customer lifecycle, and sales teams report increasing productivity due to this feature.

Consider outsourcing.

If you are the only person in charge of doing email marketing, outsourcing is a huge time-saver. Delegating these tasks to freelancers that have the talent and skills will free your time and resources.

Sometimes you will need to do it entirely in-house, while other times you will find value in outsourcing their email marketing efforts. I would suggest finding a balance and perhaps use a combination of both.

 UpWork is a platform where you can find a lot of high skilled freelancers at affordable prices. You can hire them to handle your email marketing content, development, image edit, or create mobile-friendly layouts.

Final Takeaway

An effective email marketing campaign is an excellent strategy for your marketing goals. Even though it can seem daunting to undertake the creation, execution, and management of an email campaign, you should know there are tools and software that will free up your time for other tasks.

I suggest you follow these time-saving tips to optimize email marketing. If you are focused and disciplined, you will definitely see an increase in productivity and measurable results.

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Ross Jenkins

Ross Jenkins

Ross Jenkins is the founder of DigitalME and is an ActiveCampaign Certified Consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.

How to Become a Freelancer

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Whether your goal is to become a full-time freelancer or to supplement your income with a side job, you have to prepare accordingly. These are some of the most FAQ of those considering this competitive market:

Is Freelancing for me?

If you’re reading this, you probably already know you want to become a freelancer. There are many pros to freelancing – choosing when and where to work, the types of projects you want to work on, and a ton of freedom. However, freedom always comes with a price.

Increasing your earning potential as a freelancer will be a challenge. I suggest taking on larger projects and collaborating with other freelancers. This way you can offer a better mix of skills to expand your client base with bigger clients.

Being your own boss requires discipline and the right mindset. You should be able to maintain a daily work routine and juggle several projects at the same time. You may also choose to keep your day job and start working after work or during the weekends. Many find this transition less stressful by maintaining a steady flow of income.

If you’re ready to jump in, consider that you will have to continuously look for new projects while working on your current ones.

Where do I look for work?

I suggest you start using a freelancing platform that works for you. While you may find work on social media networks, like LinkedIn, freelancing websites are a constant work source. These sites will connect clients with the right freelancers, and some may even target a particular skill.

When looking for a platform, try to find one that meets your needs and salary expectations, while offering policies and protection for freelancers and clients. A popular freelancing website I recommend is UpWork.

One of the plusses of choosing the right freelancing platform is that your potential clients are spread out worldwide. Your chances of finding work and getting hired are higher, and you will find an extensive range of exciting projects.

UpWork also lets you track the hours you have worked on a project and automatically bills the client. This eliminates any fear of not getting paid for your work.

How do I build my profile?

Most freelancing websites don’t require the typical CV; instead, they will provide a template to fill out with your information. Here you should list your skills, education, experience, expertise and explain why they should hire you for the job.

When you create a profile, make sure to include a substantial portfolio that illustrates your skills and experience. If you’re a beginner, include samples of your work, and if you can, accept jobs at a discounted rate to gain more experience.

Creating a website that promotes you and your services is also a great idea. Make sure to include a portfolio of work and client testimonials. You can find inspiration by visiting other successful freelancers in your field.  

How do I earn more money as a freelancer?

Even if you’re a new freelancer, I strongly suggest you choose a niche. When you specialize or become an expert in a specific field, you’ll be able to charge more. It also helps to define what your ideal client looks like.

Highly trained freelancers can also charge more for their services. This doesn’t mean you need to go back to school for a University Degree, but if you level up your skills, you’ll get on the right track.

Some of the highest paying freelance jobs are:

  • Web Development
  • Programming and Software Development
  • Content Writing
  • Customer Service Support
  • Translator / Transcriber
  • Social Media Coordinator

One of the biggest myths about freelancing is that it doesn’t pay well or is not serious work. I can personally tell you that if you’re committed to your field and strive for excellence, there will be plenty of high paying jobs in the market.

 

Where can I advertise my freelance services?

Yes, advertising your services on social media and your website is a great idea, as long as you update regularly. A strong digital presence is essential in this day and age, as clients want to know and trust your brand before working with you.

 

I would also add that relationships with your clients are one of the most important aspects of freelancing. If you maintain excellent connections and provide quality work, they will be more likely to refer you to other potential clients.

Your reputation as a freelancer will be your best letter of recommendation; if you deliver great work, you will earn high reviews, ratings, and testimonials.

Final Takeaway.

In conclusion, venturing into the freelancing world may seem daunting at first, but once you get your name out there and start building your resume and portfolio, you’ll find that freelancing can become your full-time career.

Freelancing is the best way to get started working as your own boss from home or anywhere in the world. Like any other field, there are pros and cons, but success comes to those with the determination to learn and improve and deliver high-quality work.

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Ross Jenkins

Ross Jenkins

Ross Jenkins is the founder of DigitalME and is an ActiveCampaign Certified Consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.

How to become Expert-Vetted on UpWork

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Here’s my story on how I, Ross Jenkins, and my Digital Agency, DigitalME became Expert-Vetted on UpWork. 

This is currently the highest tier you can reach with the platform. 

A whooping 1% of 1% of freelancers and agencies are currently in this tier.

UpWork has the following different tiers:

All the tiers have their own perks, the higher you get, the more you receive. 

If you’re still reading, you’ll want to know how we achieved the top tier, Expert Vetted on UpWork and how you can get this on this tier as well. 

It’s simple, we ran a business and agency instead of being a solo freelancer. I received my email to be interviewed for Expert Vetted on June 23rd 2020 and by June the 30th I was given the Expert Vetted badge and was ready to roll and given a new account manager. 

The Rising Talent badge highlights some of the best new members in the Upwork marketplace!

As Rising Talent, new freelancers and agencies can quickly get started, grow their client base, and establish their freelance reputation on our platform.

Benefits 

The dedicated Rising Talent badge will display on your profile and proposals. You’ll also get the following benefits.

  • Reduced fees (starting at 10%) on Featured Jobs

  • A one-time bonus of 30 free Connects for you to submit more proposals to clients

  • Access to chat and ticket support from a specialized customer support team

Once you have enough work history on Upwork, your Rising Talent status will automatically be replaced by a Job Success Score (JSS). Once you earn a Job Success Score, you can start working toward Top Rated status.

Become Rising Talent

Rising Talent freelancers are highlighted for having great potential. They usually have strong backgrounds in their fields and early success with Upwork clients. Rising Talent agencies are new agencies that either have strong backgrounds in their industries or were an agency started by Top Rated freelancers.

New freelancers who qualify to become Rising Talent are invited via email.

If you received an invite, you can follow the link in your email to take the Upwork Readiness Test and get your badge.

Criteria

To qualify for a Rising Talent badge, you must:

  • Pass the Upwork Readiness Test

  • Complete projects on time and as promised to clients

  • Maintain a 100% complete profile with accurate skills and genuine work

  • Keep your availability status up-to-date

  • Regularly submit proposals to projects that match your skill set

  • Adhere to the Upwork Terms of Service

  • Have been active in the past 90 days or joined in the past 30 days

In addition, agencies must also have:

  • 2 or more team members

  • Maintain a 100% complete agency profile

  • Maintain a 100% complete agency owner profile

  • Maintain a 60% or higher average profile completeness across the agency

Remember, many factors contribute to a Rising Talent badge. This includes client feedback, the overall strength of your profile, prior experience and skills, your educational background, and the opportunities available in the market. Even new freelancers who have yet to complete any Upwork projects can become Rising Talent.

Please note that it may take up to 48 hours to see the Rising Talent badge on your profile after meeting the qualifications.

Benefits

As a Top Rated freelancer or agency, you’ll have a dedicated badge on your freelancer, agency, or agency member’s profile and proposals that displays to all clients. You’ll also get the following benefits.

  • Reduced fees (starting at 10%) on Featured Jobs
  • More control over your Job Success Score
  • Invitations to submit proposals to jobs assisted by Talent Specialists 
  • Job Digest email to make it easier for you to find jobs that are a great match
  • Faster payments on hourly contracts
  • Premium customer support, including phone and chat

Note: If agency members have enough history to have a Job Success Score, their badge will display as a Top Rated badge. If they do not yet have enough history, it will be a Rising Talent badge as long as their profiles are at least 60% complete.

Become Top Rated

You earn a Top Rated badge by building an impressive reputation on Upwork. You must have a proven history of success with multiple clients, delight your clients with your work every time, and contribute to a safe and vibrant marketplace by knowing and following the Upwork Terms of Service.

Top Rated status helps outstanding freelancers and agencies grow their businesses and become even more successful in the Upwork marketplace.

Criteria

Manage your success on Upwork by tracking your Job Success Score, 12-month earnings, and more on your My Stats page. To become Top Rated, you must have the following qualifications.

Top Rated Plus highlights freelancers and agencies who consistently perform on large contracts at the highest level. They stand out by delivering premium quality on high-budget or long-term jobs.

This talent offers Top Rated quality with some of Upwork’s largest contracts in their given field.

Top Rated Plus freelancers and agencies work in a wide range of categories around the world.

Benefits

As a Top Rated freelancer or agency, you’ll have a dedicated badge on your freelancer, agency, or agency member’s profile and proposals that displays to Upwork clients on a paid plan (Enterprise, Business, and some Plus clients). You’ll also get the following benefits.

Benefits

As a Top Rated freelancer or agency, you’ll have a dedicated badge on your freelancer, agency, or agency member’s profile and proposals that displays to Upwork clients on a paid plan (Enterprise, Business, and some Plus clients). You’ll also get the following benefits.

Become Top Rated

You earn Top Rated Plus status by building an impressive reputation on Upwork with large and long-term contracts. As with Top Rated status, you must have a proven history of success with multiple clients, delight your clients with your work every time, and contribute to a safe and vibrant marketplace by knowing and following the Upwork Terms of Service.

PRO TIP

If you’ve already earned Top Rated status and want to learn more about becoming Top Rated Plus, check My Stats to find a breakdown of your progress so far!

Criteria

In addition to earning and maintaining Top Rated status, Top Rated Plus must have the following qualifications:

  •  Total earnings over $10,000 in the past 12 months
  • Agencies have total earnings over $20,000 in the past 12 months
  • Worked or working on one or more large* contracts in the past 12 months without negative outcomes (<10% for agencies)
  • Freelancer must not be an Exclusive Agency contractor

All Expert-Vetted freelancers and agencies are fully pre-screened to ensure high-quality and professionalism.

Expert-Vetted is currently by invitation only, and is limited to certain skills.

Benefits

As an Expert-Vetted freelancer, you’ll have a dedicated badge on your profile and proposals that displays to Upwork Enterprise and Business clients. You’ll also get the following benefits.

  • A dedicated Talent Manager who understands your strengths and helps match them to the right clients
  • A premium profile design visible to Upwork Enterprise and Business clients

Expert-Vetted has a unique perk that no other talent in the Upwork community enjoys: a dedicated Talent Manager. Talent Managers build personal relationships with every Expert-Vetted freelancer to understand their strengths and help match them to the right clients, including some of the world’s top companies.

Expert-Vetted status helps top-skilled talent stand out, make critical connections, and find the right projects.

Become Expert-Vetted

Expert-Vetted is available by invitation only. Once invited, you must qualify based on a series of individual tests and interviews. Our Talent Managers conduct a rigorous pre-screening process that includes an evaluation of both hard and soft skills.

  • Hard skill vetting with professional Talent Managers to ensure the highest technical competence
  • Expertise in your domain
  • Soft skill assessment, including reliable execution and excellent communication
  • Personal interview

Expert-Vetted is available for Web, Mobile, Software Development; Design & Creative; and Sales & Marketing freelancers and agencies.

All the tiers have their own perks, the higher you get, the more you receive.

If you’re still reading, you’ll want to know how we achieved the top tier, Expert Vetted on UpWork, and how you can get this on this tier as well. 

It’s simple, we ran a business and agency instead of being a solo freelancer. I received my email to be interviewed for Expert Vetted on June 23rd, 2020 and by June the 30th I was given the Expert Vetted badge and was ready to roll and given a new account manager. 

What’s the goal for Expert-Vetted?

Upwork’s goal is to attract large enterprises and Fortune 500 contract opportunities, by providing top talent, and building relationships for a more digital future.

The Expert-Vetted badge can only be seen by the Freelancer and Enterprise Fortune 500 companies currently.

What’s the key to growing on UpWork?

For me, over the past 3 years, as an agency and freelancer, we have turned over more than $500,000 USD and have worked on over 130 jobs. 

These jobs range from:

  • Web design & Development
  • App creation and maintenance
  • Digital Marketing
  • CRM & Email marketing setup
  • Subscription site creation (Memberium)

Our customer support is beyond comparison to any other freelancer we’ve ever worked with (we’re also a client on UpWork so we know the struggle of being a client and hiring non-communicative freelancers). We always tell our clients, even when the project is completed, we’re always one message away.

We grow mainly by word of mouth, but also ratio based view vs. engagement, which I’ll touch upon more in the next section.More eyes to the profile equals a higher chance of a contract.

When I was 18, I worked in door-to-door sales, and doing it in England felt even worse. Imagine constant rain and being dropped in the middle of a low-income residential area in the hope of selling. We would knock on around 600 doors. I’d work out a ratio: knock on 100 doors and 2 will answer and will likely buy. It’s the same with UpWork, the more times I apply for a job, the higher chance I’ll have of getting a contract.

So in conclusion, how do I become expert-vetted?

Know your numbers, be positive, and most importantly, do the grind. Freelancing and owning an agency isn’t a 9 to 5 work. If you want to grow you will need to put in the time. And remember, UpWork’s clients are more likely to pay higher rates for your services, which means they will expect higher quality work, concise communication, and exceptional attention to detail.



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Ross Jenkins

Ross Jenkins

Ross Jenkins is the founder of DigitalME and is an ActiveCampaign Certified Consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.

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If you’re looking into taking your business to digital, then you probably have come across customer relationship management (a.k.a CRMs). You’ve probably learned how they can make your work a lot easier. 

When it comes to CRMs, HubSpot is one of the best platforms that come to my mind. 

I frequently recommend HubSpot because it has a rich library of tools over other CRMs.

There are many forerunning CRM platforms in the market, each has features unique from another. HubSpot is among the high-caliber CRM tool available, but is it for you?

HubSpot Features

News flash: making money off your online business is NOT easy. 

It’s only when your customers are happy and satisfied with their journey you will start making bucks. 

There’s a lot of processes involved in making sure your customers glide their way to checkout. Inefficiencies in those processes result in rough and negative customer experience. When that happens, your prospects and customers either drift away or spread their dissatisfaction toward your business. 

HubSpot ensures that you’ve got all the tools you need to provide your buyers with a top-tier experience. 

Easy to Use Website Builder

I’ve once read that running a business without a website is like skydiving without a parachute. If you don’t have a website yet, you’re missing a massive amount of opportunities. 

The analysts from Profitworks say that 93% of business decisions start with a search engine search. That means if you don’t have a website, you’re only running your business to a teenie tiny 7% of your market. 

HubSpot provides all the tools you need to design, build, host, and manage a website. And they make everything easy, or at least, uncomplicated. Website building with HubSpot is basically just a drag-and-drop. 

Plus, the HubSpot website builder makes adding personalized content fast, seamless, and optimized for mobile. A website beams your brand, and it serves as your buyers’ gateway to know more about what you have to offer. Likewise, a website lets you attract leads and build a community.

Once you have your website up and running, HubSpot sends a report of your site’s performance, alerting you of the things that need improvement to up your performance in search engines. 

One Place for All Your Marketing Needs

How do you grow your customer base? 

Provide solutions, improve your product, and deliver exceptional customer service.

But that’s just the tip of the iceberg. 

There’s so much that goes into factor when expanding your customer base. 

While using lead generation tactics is effective (sharing valuable and informative content, social media engagement, SEO, etc.), the best way to grow your number of buyers is by nurturing the ones you already have. 

It’s amazing how a well-nurtured plant can turn into a rainforest. The same goes for nurturing your buyers. Positive feedback and reviews go a long way. 

HubSpot provides all the essential tools you need to convert your prospects into buyers and nurture them. We’re talking about email marketing, conversational bots, forms, call-to-actions, live chat, marketing automation, and smart content, to name a few. 

These tools make it easier for your buyers to contact you should they need assistance or have questions regarding your products or services.

Clean, Easy to Navigate Interface

Did your company meet quota? Has your team been productive? How did your outreach campaign go? 

HubSpot offers a robust suite of tools so you can streamline your outreach campaigns. With HubSpot, you can build email sequences, track emails and notifications, and automate tasksーthese mean you get to spend less time on operational tasks. 

If you know me, you know how I emphasize how crucial personalization is when nurturing your customers. Personalized content is key to building a long-term relationship with your buyers. And what better way to connect with them than a customized video?

HubSpot also allows you to measure your team and evaluate performance. All your team’s sales pipeline, productivity, and performance are detailed on a clean, easy-to-view dashboard. 

You can connect with your prospects through personalized videos that you can create directly from HubSpot. From there, you can keep track of their performance.

User-Friendly and Accessible Customer Service Tools

Arm your team with the communication tools they need to provide your buyers with a remarkable post-sale experience. Connect with your buyers and support them through ticketing, live chat, or email. 

Customers who have questions about your offerings are highly likely to engage with your customer service team via live chat. 

According to CrazyEgg, 41% of people expect websites to offer live chat, and that 38% of consumers are more likely to purchase on a website with a live chat feature.

HubSpot provides a universal inbox that provides your entire team one place to view, manage, assign, or reply to customer conversation, no matter the channel the message came from. 

Another thing, each of your customer’s contact record is embedded right inside the inbox, so your team can always craft helpful and valuable responses. 

Another thing, each of your customer’s contact record is embedded right inside the inbox, so your team can always craft helpful and valuable responses. 

Final Takeaway

These are just a few of the reasons why we chose to be HubSpot’s certified partner. We highly recommend this CRM tool for every business ー big or small. My team and I have been working with HubSpot for over five years. If you think you need HubSpot to run your business, contact us, and see how we can help.

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Ross Jenkins

Ross Jenkins

Ross Jenkins is the founder of DigitalME and is an ActiveCampaign Certified Consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.

Emojis in Email Marketing: Yay👍🏼 or Nay 👎🏼?

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A decade ago, there were only emoticons… and I was a sucker for them. 🙂

Some years later, emoticons evolved into emojis, and they’ve grown widely in popularity since. 

They have become an integral part of social media, messaging… and now, email marketing. They are so widely used that there is World Emoji Day. 

In 2015, the British Oxford Dictionary crowned 😂 as the word of the year.

🤯 = Mind blown!

What I like the most about emojis is that they break language barriers. They speak louder than words, and they can show your emotional state. 

But the million-dollar question is: are emojis effective in email marketing? 

EmojisーYay or Nay?

There’s no one right answer whether you should use emojis in your email marketing or not, but there’s plenty of data that shows the positive and negative impact of emojis.

If we ask our friends over Experian, they have found out in a survey that the open rate of email subject lines with emojis is 56% higher compared to plain subject lines. 

Emojis also make your email stand out from the rest of black-and-white plain subject lines. When used effectively with a compelling line, you can boost your email deliverability and click-through-rate. 

They also give your brand a personality and convey your messages more powerfully. 💪🏼

But… 

When you’re not careful, emojis can do more harm than good. 

The analysts in Nielsen Norman Group conducted a study that focused on how recipients respond to emails with emojis. In their research, they found some evidence that emails without emojis are perceived as more valuable. 

Furthermore, they found that email subject lines with emojis increase negative sentiment towards that email by 26%. 📈

And that’s bad. 

Email subject lines play a MASSIVE role in email marketing, and the last thing you want to happen is to make them look less attractive. 

You’re probably thinking by now…

What should I do then, Ross? Should I use emojis in email or not?

Here’s my take: 

Emojis are like pineapples in pizzas 🍕. Some love them, and others despise them. 

If you look at the data SalesForce has gathered, 2% of B2C emails contain emojis and other special characters. 

The point is, thousands of companies have been using emojis in their email for a reason: they hook recipients, increase CTR, improve email deliverability, and fun… IF used sparingly and effectively.

Let me tell you how I use emojis in my email marketing campaigns:

Use emojis wisely. 

There’s no faster way to bring your email deliverability downhill than to bombard your email lines with emojis. 

Writing ✍🏼 your 💁🏼‍♂️ email 💻subject line 💡 like 👍🏼 this 👇🏼 is 🙅🏼‍♀️bad.

My advice is: don’t use emojis just to jazz up your subject line. Instead, use them in a way that they add actual value to your message. Otherwise, your recipients may not take your email seriously.

At most times, email lines with too much emojis can trigger the spam trapーand being listed as spam hurts more than low open rates and CTR. 

Sure, two emojis won’t hurt your email deliverability. Yet, it’s always best to think about whether to stick with two emojis or if one emoji is enough to deliver your message. 

Use relevant emojis.

Did you know? 🤔 As of March 2020, there are 3,304 emojis. And with that amount, it’s easy to overuse them. 

The main goal of using emojis in emails is to draw your recipient’s attention to your message. They should add context or relevant emotional value to your content. 

Emojipedia provides a comprehensive list of emojis with their meaning. I urge you to learn more about emojis before using them.

For example, this ⚡can indicate flash sales, 🎁 depicts holidays, 📈 indicates business growth, and ❗ expresses urgency. 

Keep in mind that emojis aren’t just for aesthetics. Use them to deliver your message more powerfully



Emojis speak louder than words.

The great thing about emojis is that they’re universal. No matter where you’re from, you can easily understand each emoji’s context or emotional state.

Most of the time, one emoji is enough to express your thoughts. 🤣 

You can use emojis to be more creative with your message. For instance, if you’re running a special promo on your roses and chocolate, you can say: 


🌹 + 🍫 = $4 

Or it could be:

🍔+🍔+ 🍟 = $5

Consider your audience.

It’s not just about what emoji you use or how much of it you apply to your email, it’s also about whether your target audience likes them or not. 

Before adding this 😂or this 💖 to your email, you might want to ask yourself what your audience is like. 

Do you think they will enjoy emojis? Or will they see your message as less interesting? Do the emojis portray the content of your email?

It helps if you check the age range of your audience. To help you with that, here are some interesting facts about how each generation reacts to emojis:

  • 67% of people from the baby boomer generation (that’s what they’re calling it to people born between 1946 and 1964) like when businesses use emojis in the right context. 
  • 80% of Gen Y (a.k.a millennials) love emojis.
  • The other 80% of people don’t have any issues with emojis.

Segmenting your email can help you better curate emails targeted to each age range. You can create different versions of one email, one with one or no emojis for a particular age range, and the other with one or two emojis laser-targeted to the younger crowd.

Perform A/B Testing.

Will emails with emojis certainly work? 🤔

The type of emojis, amount of emojis, and your brand impact your email deliverability. 

So the best way to find out whether emojis are effective in your email marketing is to perform an A/B testing. 

When performing an A/B test, change just one element from one try to another. Try one email subject line, one with emoji and the other without. Then try different types of emojis and gradually change the amount of emojis. 

Repeat this process until you see a pattern of what performs best and what performs poorly.

Final Takeaway.

Emojis are here to stay. As more and more people use them, you can use them to your advantage. However, when deciding whether to use emojis in emails or not, it’s best to assess your brand and audience. 

When used deliberately, emojis can boost your open rate, CTRs, and sales. On the other hand, emojis can backfire and make your message seem less valuable. So make sure to use them wisely!

Are you new to email marketing? We’ve been in the industry for over 10 years, and email marketing is what we’re prominent at. If you need help with using emojis on your email campaigns or need assistance setting up your email campaign, feel free to contact us and see how we can help. 🤳🏼

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Ross Jenkins

Ross Jenkins

Ross Jenkins is the founder of DigitalME and is an ActiveCampaign Certified Consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.

What Is InfusionSoft, and Is It Right for You?

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For over 10 years, I have helped many of my clients grow and expand their businesses with InfusionSoft. And I always get asked the same question whenever I introduce it to my new clients: What is InfusionSoft?

I sometimes don’t find the right words to explain what it is in the simplest and most brief way possible. So I figured it’s time to put it in writing. 

In this blog post, I will explain what InfusionSoft is and how we use it. And later, let’s talk about whether it is right for you or not. So make sure you don’t miss that.

What is InfusionSoft?

InfusionSoft is a powerful tool, and it’s loaded with all the tools you need to run and manage your business. 

Everything in InfusionSoft is designed to make your work less stressful but more productive. It streamlines sales processes, simplifies email marketing, and dumb down complicated processes into bite-sized, easy tasks. It basically gives you the capability to do almost anything business-related. 

But I know you need to know more than that. 

So here you go. 

CRM

InfusionSoft provides you a robust customer relationship management (CRM) system. 

A CRM collects data on how your customers interact with your emails, website, forms, products, and business in general. All the data are centralized, meaning you can view them in one place, so it’s easier for you to assess how you can improve customer experience, retention, and service. 

CRM does a lot of things, including:

Email segmentation

Email marketing is only effective if you’re sending the right messages to the right peopleーwe call that personalization. Remember, personalized emails can drive action and sales.

To make your emails targeted to potential customers, email segmentation is key. InfusionSoft’s CRM software helps you segment your email list via tags. The tags then allow you to search and sort your contacts quickly and efficiently. 

You can apply the tags manually. Or, you can let InfusionSoft add the tags automatically based on your leads’ behavior. 

Client management

InfusionSoft keeps note of every interaction and transaction you have with your customers. Every essential information that can help you build better customer relationship is stored in the contacts record. So when a customer contacts you, you don’t have to ask the same questions twice. 

The contact records also show your customers’ behavior and activity, allowing you to send them offers that they need.

Leadscoring

When you know which of your leads engage the most with your business, you can target them and provide more personalized customer service. InfusionSoft CRM does just that. It will show your “hottest” leads. 

You create your own algorithm of what denotes a hot lead, either based on demographics, behavior, or interactions.

Marketing Automation

Marketing automation, when executed properly, can boost your revenue big-time. InfusionSoft has automation capabilities so you can spend less time operating and managing your marketing campaigns. This means you have more time expanding your organization or attending other essential aspects of your business.

Marketing campaigns

InfusionSoft’s marketing automation performs tasks without, or at least very minimal, human intervention. 

When running campaigns, you can set “if this, then that” algorithms, so your prospects and customers get individualized messages based on the actions they performed (a.k.a trigger emails).

For example, a prospect who abandons a cart will receive an email reminding him about the cart. Or, if a visitor signs up for your newsletter, InfusionSoft automatically sends a welcome email. 

One of the best things about it is that InfusionSoft makes marketing very easy with a user-friendly drag and drop builder. So if you know how to drag and drop with your mouse, then you can build an automated campaign. 

Website and landing page builder

Remember those days when many people thought only the “IT guys” can build websites? Those days are over. 

Many hosting providers and CRM platforms made website building easy and accessible for everybody. InfusionSoft offers website and landing page builders without the need to learn complicated, knotty codes. 

Using their drag-and-drop builder, you can make your own website to open your business in the digital world. The landing page plays a crucial roleーit’s what can make or break how your leads respond to your business. 

An effective landing page can drive leads to take action toward your business. A poor one can drive them away. 

InfusionSoft helps you build a strong and attractive landing page without breaking a sweat.

Cloud-based performance

Keep track of your business anytime and anywhere across different devices. InfusionSoft lets you monitor your messages, sales, and team through the web or mobile devices, so long as you have an internet connection.

Ecommerce

InfusionSoft provides everything you need to launch, manage, and operate your eCommerce business. From adding product images, descriptions, and options to charging shipping fees and taxes, InfusionSoft is equipped to apply these elements to your online store. 

You can also organize your products into categories and use the InfusionSoft shopping cart to allow your customers to add things to their basket and browse without interruptions.

InfusionSoft also takes care of other important things in an eCommerce. I’m talking about order forms, free trials, coupons, and special promo codes. 

When it comes to payment, InfusionSoft has its own payments provider so your profit goes straight to your pocket in every sale you make.

Sales

InfusionSoft arms your team with the essential tools they need to track and manage your company’s sales performance. It enables you to create a sales pipeline so you can forecast how much money you make each week, and make business adjustments from there. 

You may also automate follow-ups to your prospects, customers, and sales representatives. Assign leads to your sales reps based on specific criteria, and automate appointments, reminders, 1:1 calls, and engagement.

Is InfusionSoft Right for You?

InfusionSoft does a lot of things and can do a lot of things. But is it right for you? Like any software, InfusionSoft is not right for all kinds of businesses. 

While it gives you sales reports, it is not an accounting software you can rely on. Although it provides eCommerce support, it’s not designed to manage thousands of products. And although it offers automated marketing, it doesn’t let you post and manage blog posts, social media posts, and web pages like HubSpot. 

InfusionSoft is something we are very passionate about. We’ve been working with them for 10 years, and we have helped many clients grow with InfusionSoft. So if you’re wondering if it is right for you, give us a call, and let’s see what solutions best fit your business.

Ross Jenkins is the founder of DigitalME and is a certified InfusionSoft consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.

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Ross Jenkins

Ross Jenkins

Ross Jenkins is the founder of DigitalME and is an ActiveCampaign Certified Consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.

Less Emails Means More Customers: Here’s How We Do It With ActiveCampaign and Memberium

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How often do you check your email?

If you ask me, I spend an outrageous amount of time checking my email. I know I’m not alone. I’ve read an article in Harvard Business Review that professionals check their emails 15 times a day or every 37 minutes. 

If your inbox looks anything like mine, then you know the feeling of being deluged with email newsletters. 

Some emails amuse me, and some do not. Sometimes they’re from a loved one, but most of the time, they’re from big brands either notifying me about a sale coming at the weekends or telling me about new arrivals.

Now, where exactly is this going?

When you received an overwhelming volume of emails, the more you are to ignore, archive, or delete those emails. 

I know because most of the time, I just glaze over the emails (especially when the subject lines are uncompelling or when they’re from the same source with the same content).

If you’re sending too many emails to your email list, then you’re doing email marketing all wrong. 

Let me tell you this: when it comes to email marketing, less is more. 

If your email campaigns are receiving ground-level and disappointing click and open rates, that’s because you’re probably sending too many emails. 

But the question must be asked: How many is too many?

When Your Email Is Too Much

According to our friends over HubSpot, the ideal number of email campaigns to send per month is between 16 and 30. 

But take note, when we say campaigns, it’s not emails blasted to everyone in your email list. We’re talking about targeted and personalized emails sent to a portion of your database. 

Sixteen to thirty campaigns a month has a 2X higher click rate compared to companies that send below or above that range. 

Take note, email marketing helps you to be your customers’ top-of-mind, but you don’t want to overwhelm them. Otherwise, they might perceive your emails as a nuisance or spam. 

How We Send Less Email Using ActiveCampaign and Memberium

Imagine getting an email from a shoe store, reminding you to get a new pair of sneakers because your last purchased sneakers from them might have worn out by now.

Or a promotional email from a big brand that notifies you that a 40% flash sale is coming in their branch near you. 

Email personalization isn’t just about putting your recipient’s name in the Dear First Name line. It’s also about sending messages that are relevant to them. 

Here’s an example: 

Mike gets at least 7 emails per week from a brand, offering him discounts on particular products, but he has never acted on any of them. 

Why? 

Because the emails are genericーthey all sound robotic and salesy. Also, more than half of the emails were about women’s clothing, and he doesn’t quite understand how he’s getting those emails. 

But what if the company knows what Mike exactly needs? Let’s say they knew he was applying for a job and needs new leather shoes? Or that they knew when he last bought workout shoes so they can offer him a new pair at a discount price? 

When you have these crucial data, you can send less but targeted emails that have a higher probability of being clicked than bombarding your leads with irrelevant emails.

How we use ActiveCampaign

Supposing your brand has quite a massive customer base from different parts of the world. How would you send them personalized emails?

Segmentation is key. And when it comes to email segmentation, ActiveCampaign is one of the forerunners. We’ve been using ActiveCampaign to run targeted and personalized emails to our customer base. 

How does this work? 

With ActiveCampaign, you can study your customer data and group them according to which are likely to do this and that.

For example, subgroup A lists the people that have bought products from you in the last six months. So a discount email would be great to reward their loyalty. Subgroup B has the people that have not checked your website in a while, so a “we miss you” email would be ideal, along with an irresistible offer. 

If you ask me, this is how we do it: we segment email lists by gender. From there, we use more filters to ensure that people get the most targeted emails.

Take note, personalized emails help you build a relationship with your leads. And that relationship is what will make them into loyal, paying customers.

How we use Memberium

How do you grow your membership site without having to send too many emails? 

Again, it all comes down to personalization. If you want to see your membership site grow, you have to start sending laser-targeted emails to your members and leads.

I can’t stress enough how big the role is of email segmentation. And to execute segmentation correctly, you need to have a fair amount of data about your customers. Consolidate and understand that data, so you can better understand what each of your member needs. 

How do you get a good amount of customer data, anyway?

Asking your members and leads is the simplest way to go. One thing is for sure, those who have opted in to your promotional email are more likely to give their information because they’ll know they can benefit from your products or services. 

How about performing a quick survey? And when you’re at it, make sure to offer a reward to get your leads to participate.

Final Takeaway

Swamping your email list with emails will only do more harm than good. It’s not about the quantity of email you send, but the quality of the content. Is the message relevant to the receiver? If not, then it’s better to not send an email at all. 

Segment your email and determine what each subgroup needs. From there, you can write personalized and targeted emails. 

We have seen a lot of marketers struggling to perfect email marketing. DigitalME offers a wide variety of services, including email marketing. We are a certified consultant of ActiveCampaign and Memberium, so if you need help setting up your campaigns and membership site, we’ ’re always here to help you succeed.

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Ross Jenkins

Ross Jenkins

Ross Jenkins is the founder of DigitalME and is an ActiveCampaign Certified Consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.

Keeping Your Emails Out of Gmail’s Promotion Folder

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Seven years ago, Gmail made significant updates, and one of the major updates was the Promotions Tab. When I first heard about the update, I knew it would make email marketing much more difficult for digital marketers, including myself. 

Getting your email clicked and opened is already a challenge, more so when your emails are isolated in a folder with only a 19.2% read rate. 

It’s not that promotional emails are less valued than other emails. However, being on the Promotions Tab gives them a lesser chance of being opened than emails in the Primary Tab. 

No wonder many email marketers thought the rise of the Promotions Tab was the fall of email marketing. 

There’s no need to fret, though. Email marketing is still effective. In fact, many marketers have gotten a 760% increase in revenue through email marketing, according to our friends over HubSpot. 

The challenge, however, is creating emails that won’t fall under the Promotions Tab, where there is a stockpile of other ads. 

Your goal is to bring your email to your recipient’s Primary tab, where they always go and open emails. When done successfully, you get higher chances of increasing conversion rates and making sales. 

How to Keep Your Emails From Promotions Folder

To avoid the pit of Promotions Tab, you need to know what exactly brings emails to get into this folder. 

Gmail’s algorithms scan every incoming email. And when it detects something promotional within an email, it diverts it to the Promotions tab. 

Gmail’s algorithm is always changing. That’s for sure. Hence, there’s no one specific way to keep your emails from getting into the Promotions tab. 

The good news is that there are specific steps you can take to increase the probability of your emails getting into your recipients’ Primary tab.

Ask your subscribers to add you to the Primary tab (and be human about it).

The best way to ensure that your emails get into the Primary tab is to ask your subscribers to do it manually. You will need to request them to change your email label by clicking the labels icon on top of the email, then uncheck Promotions.

The best way to ensure that your emails get into the Primary tab is to ask your subscribers to do it manually. You will need to request them to change your email label by clicking the labels icon on top of the email, then uncheck Promotions.

By doing so, the email (and future email from you) gets transferred to the Primary folder. When your subscribers uncheck Promotions in your emails, it will tell Gmail that your emails should be in the Primary tab.

This is the manual process, and most of the time, your subscribers will be more willing to do it, especially when you explain the benefit of them doing so. 

You may also ask your subscribers to add you to their contact list. And while you’re at it, make sure to tell them how to make the process for them much more manageable. 

Here’s an example:

Make your emails more personalized.

We’ve talked about this before, and we’ll talk about it once again. 

Personalizing your emails (meaning making them targeted to specific audiences) is one of the best ways to ensure your emails don’t fall under the Promotions tab. 

When structuring your emails, it’s best to curate it as if you’re writing to a friend. Be conversational but not overly casual. Be professional, but not too salesy. We found that sharing stories is very effective. Adding appropriate humor is good, too. 

Personalized emails tell a lot about you and your brand. For one, they show that you care about your subscribers. Second, you understand what they need and provide them with the best solutions. Personalizing your emails can exponentially increase your open and click-through rates, resulting in lead conversion and sales. 

The first step to making personalized emails is segmentation. Group your subscribers according to age range, demographics, buying habits, location, and so on. Using this information, you can structure relevant emails specific to each group. 

One more thing, it’s best to avoid sending bulk emails. Blasting your emails to your entire email list can only do more harm than good. When you do so, chances are Gmail will flag your email as spam or promotions. 

Instead, create emails specific to what your subscribers need. This requires extra work, but it can go a long, long way. 

Use images cautiously.

Images can grab your subscribers’ attention. With pictures, you can show them your latest product, the items on sales, and even the best-selling goods. But while images can hook your subscribers, they can also be the reason why your emails go into the Promotions tab. 

So instead of cramming your emails with images, use them sparingly. One image with a small file size should be enough. 

Plus, avoid using your business logo as your profile picture. Gmail may flag it as a Promotional email or spam. 

Avoid salesy words or phrases.

Starting your email with phrases like “FREE Gift Card,” “60% OFF TODAY,” “Limited offer only” is tempting (and sure sounds like a good idea), but these phrases, among others, can be flagged as spam. 

When an email sounds like an advertisement, Gmail automatically sends it to the Promotions tab. But more often than not, they get into the Spam folder. 

Promote your brand without being too promotional. Be smart with your subject lines, and avoid adding words related to selling and marketing (like dollar signs, “free,” etc.).

Add CTAs effectively. 

Links play an essential role in email marketing. By adding links to your email, you lead your prospects and subscribers to your website, landing page, blog, or social media accounts. But while links are useful, too much of it can result in your emails being sent to the Promotions tab.

Two to three links should work just fine. Remember, though, that the Unsubscribe button counts as a link, too. 

Add one easy-to-access call to action. And instead of using phrases like “Buy Now” or “Get your FREE access now,” use phrases that aren’t too pushy, such as “Learn more” or “Continue.”

Be mindful of your email address.

Remember when I said to structure your email as if you’re writing to a friend? That involves checking your email address, too. When you write to a friend, you keep your reply-to email address the same as your address in the sender field.

When you have a different reply-to address, Gmail’s algorithm will detect your email as promotional, resulting in Gmail diverting your email to the Promotions tab.

So before hitting send, make sure your reply-to address matches your email address in the sender field.

Further, Gmail knows when you’re using your business email or personal email. Instead of using info@abc123company.com, use name@abc123company.com.

Something to think about…

You don’t entirely have to fear the Promotions tab. The read rate is only 19.2%, but let’s not forget to look at the bigger picture. Emails in the Primary folder only get a 22% read rate. That means emails in the Primary tab aren’t read as much as promotions.

While getting into your subscriber’s Primary tab gives your email more exposure, that doesn’t necessarily guarantee your email gets clicked and opened. There are several factors in play: your subject line, content, and CTA. Hence, ensure to work on these elements, too. 

If you’re having a hard time launching email campaigns, don’t hesitate to contact us. We’ve been working on email campaigns for over ten years, and throughout the years, we’ve helped many businesses expand through email marketing. 

We use tools such as ActiveCampaign, HubSpot, or InfusionSoft to implement effective campaigns. Contact us, and we can discuss which tool best fits your business.

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Ross Jenkins

Ross Jenkins

Ross Jenkins is the founder of DigitalME and is an ActiveCampaign Certified Consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.

What Is Zapier, And Should Your Team Get It?

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Do you find yourself always hopping from one app to another just to keep your workload and operations smooth and organized?

If you’re in the digital marketing world, you probably use apps such as Slack, Gmail, Asana, Trello, Dropbox, and so on. 

Many of my clients use over 20+ SaaS tools in a day just to stay productive, and many of them, just as I expected, say swinging from one app to another is time-consuming, inconvenient, and perhaps even counterproductive. 

I get them. When I first started as a digital marketer, I had a fair share of struggles using multiple tools simultaneously. 

I knew I had to do something. 

That’s when I discovered Zapier. And since then, I’ve been recommending it to my clients who want to automate dull, repetitive, and time-consuming tasks so that they can focus their energy on more meaningful tasks. 

This means one thing: Zapier can help organize your workflow so you can focus on your business’ growth. 

How Zapier Works

To help you understand how Zapier works, let’s put a usual business scenario. Before we dive into it, here are some critical Zapier terms to remember:

Zap – When you zap something, that means you automate the entire workflow between your apps. For example, you may zap your Trello cards into Google Calendar events. A zap works through triggers and actions. 

Simply put: when you zap two apps, that means doing X on App 1 will tell Zapier to do action Z on App 2 (like ActiveCampaign’s if=then algorithm). 

Trigger: Triggers are what initiate actions. Zapier is only able to automate a specific action when you specify the trigger. Once you have set up your triggers, Zapier will always look for them. For example, if you zap Trello cards and Google events, Zapier will always look for new cards. But it will only trigger zap if the cards have due dates indicated in them. 

Action: 

The action is what Zapier will automatically perform when it detects the trigger. As for the example we have above, the action is Zapier creating events on your Google Calendar.

Task:

The number of tasks that Zapier performs is essential to consider, especially when choosing a plan. When a zap completes its Action, that counts as 1 Zapier Task. So, if you created 20 new Trello cards and it was synced to your Google Calendar, it counts as 20 Zapier tasks. 

 

Now, how exactly does Zapier work?

Let’s begin with our scenario:

Rebeka is an editor and content manager. Every day, each of her 20 content writers sends her articles through email to check and edit. Aside from the articles, they send Rebeka important reminders about the content. 

As you can imagine, Rebeka receives a massive load of emails every day. 

She opens each email, clicks the attachments, then adds them to specific Google Drive folders. 

One of her writers, Greg, sends her two articles per day just like the 19 other writers. It doesn’t take a rocket scientist to figure out how many emails Rebeka has to go through each day!

Imagine how time-consuming and repetitive it is to open each email, open the attachments, then moving them to Drive folders. 

She barely got time to do her main task: to vet and edit the articles thoroughly. Not to mention, her task includes giving feedback and suggestions. And that goes not just for Greg but also for Sylvia, Robby, Lauren, and other writers, too. 

Now here’s how Rebeka zaps her tasks:

Through Zapier, she connected her email account to her Google Drive. She tells Zapier to automatically add each writer’s attachment to Google Drive folders she has set. 

So when she receives articles from Greg, Zapier automatically adds the attachment to a Google Drive folder named Greg’s Articles. The same goes for Robby’s, Lauren’s, and so on.

Now Rebeka doesn’t have to spend her entire day opening emails. Instead, she can work more on checking the articles and giving feedback. 

Zapier Plans

Let me walk you through Zapier plans:

If you’re new to Zapier, why not try the free version to give it a spin. Then let us know what you think of it.

Should Your Team Get Zapier?

I recommend Zapier for anyone who looks into growing their agency. Zapier can do many things to make your workload easy, organized, and synced across different platforms. 

Zapier can:

  • Turn emails into to-dos within productivity and project management tools such as Asana, Trello, and Airtable, to name a few. 
  • Send thank you emails automatically to people who completed your survey.
  • Automatically saves email attachments into your preferred cloud storage provider, including Google Drive, Dropbox, and more. 
  • Assign tasks to your team directly through email. 

In the most basic sense, Zapier is your secretary. It organizes your tasks, emails, and workload, so you can pour your energy into the other essential aspects of your business. 

If your team uses SaaS tools like Slack, Asana, Trello, Gmail, Google Docs, Google Sheets, and ActiveCampaign, getting Zapier to zap repetitive and menial tasks can go a long way. 

One thing to take note of, though: Zapier has its limitations. There might be some zaps that you need that don’t exist in Zapier. If something is missing, you need to custom build it. 

Having trouble setting up your Zaps?

When it comes to zapping tasks, we’re the best people to call.

We’ve been working with Zapier for many years now, and we personally love it. That’s why we help our clients get more organized using this tool. If you see yourself having a hard time zapping your task, or if you need specific zaps that need to be custom-built, we can build it for you. 

Contact us, and see how we can help. 

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Ross Jenkins

Ross Jenkins

Ross Jenkins is the founder of DigitalME and is an ActiveCampaign Certified Consultant. He is ranked #1 on UpWork for his proficiency in digital marketing. DigitalME offers targeted digital solutions and is perfect for anyone who wants to increase leads, sales, and productivity through automation.