Connecting form data to email campaigns

Here’s a riddle for you: What’s (often) the cheapest form of marketing, yet the one that most businesses don’t take advantage of? (Automation Tip Tuesday 👇) If you guessed customer retention, you’re right. Take Promoessence’s story. They’re the guys you call when you need branded merch and promo items done right. With their large network of leads and an endless cycle of trade shows and events, customer retention is the cheapest form of marketing they can utilize. They reached out to us, wondering if they could integrate their Pipedrive lead database with their new Intuit Mailchimp email nurture campaign. We set them up with a seamless Zapier integration. Zapier sends their leads from Pipedrive to MailChimp. (This can be triggered as new leads are added to Pipedrive, as deals change, or as leads match a filter in Pipedrive.) We walked them through various Pipedrive-MailChimp integration options, from simple ones that segment and tag Pipedrive leads to complex versions that match different subscribers with different campaigns. Their leads are automatically subscribed and unsubscribed in Mailchimp based on changes in Pipedrive. And vice versa — information in Pipedrive is updated based on subscriber activity in MailChimp. They can now hyper-target their email campaigns to perfectly suit the subscriber — with zero extra manual effort. ➡️ Location-based campaigns. ➡️ Deal-stage-based campaigns. ➡️ Level-of-warmth-based campaigns. Boom 💥 *Details changed to protect client confidentiality. Dealing with a lead database and an email campaign that need integration?  There’s a solution for every platform. (And we’re here to help you find it!) -- Hi, I’m Nathan Weill, a business process automation expert. ⚡️ These tips I share every Tuesday are drawn from real-world projects we've worked on with our clients at Flow Digital. We help businesses unlock the power of automation with customized solutions so they can run better, faster and smarter — and we can help you too! #automationtiptuesday #processautomation #softwareintegration

Highlights from the training session we held today with our partners, clients, and community of copywriters: 1. We demo'd 2 new features. 1a: We put the "wow" in Wow Tags - Nico demo'd a major upgrade for our data feature called "Wow Tags." With Wow Tags, you can transform any tokens/tags using prompts. E.g., you can clean, reformat, condense, and expand personalization tokens AT SCALE to fit smoothly and reliably into your copywriting. 1b: We demo'd Inline Segmentation - you can build audience cohorts and content in 3-5 seconds modularly while writing an email. Saves hours and hours of time and unlocks a whole new opportunity to book demos from newsletters. TECHNICAL BUT COOL: Both these tools use LLMs to create custom outputs, but the outputs are DETERMINISTIC, meaning there’s zero chance of hallucination even at ~100M emails. 2. We walked through an example of a Singulate campaign from our Conference Follow Up playbook that we used at SaaStock USA. Here's how it works: - Booth visitors fill out a HubSpot form from a QR code. - Once submitted, they receive a singulated (i.e., instantly segmented and personalized) email based on the form data and the rules defined in a Singulate Template hooked into a HubSpot workflow. After the conference, my post-event nurture comms use the form data to send highly-personalized follow ups, resulting in 37% converting into demos 3. I shared my 3 current favorite AI personalization tips (see slides below). Always a great community event - we host them every month. If you want to join the next one, ping me and I can add you to the invite (we just use Google Meet).

A story of "Don't assume you know what your users want until you get feedback" When we built Visme Forms our thought initially was to take the easier route and allow all integrations of Visme to email marketing and CRM via Zapier. The concept was that it would save us a ton of development vs. creating native integrations. But after collecting user feedback it was evident that there are two types of users: 1). Technically savvy and/or existing users of Zapier who have no issues utilizing it. 2). Those who don't want to sign up or pay for another tool to connect to their other apps. We had to make a decision. We had to find a compromise. And decided: Why not give them the best of both worlds 🌎 😊 And here's what we did: 1. Build Native integrations We took a survey of our early access users and asked what apps they would most likely send their Form data to and built seamless integrations to: Intuit Mailchimp, #googlesheets, HubSpot, ActiveCampaign, Brevo, Airtable, ConvertKit → Soon to be Kit, Klaviyo, GetResponse, AWeber and MS #excel. 2. Integrate with Zapier It's not possible to build native for all apps (there are far too many) so we also let users connect with hundreds of other platforms and tool in their marketing tech stack using zapier integration: Visme -> Zapier -> YourFavoriteApp 3. And... Webhooks We also recently added Webooks to send data to URL from third-party services for those that want to integrate with their own internal apps. What's your product story? p.s If you haven't checked out Visme Forms where we marry design with visually engaging Forms, check out the link in my comment: