Marketing Strategy Guides
- The Ultimate Guide to Microsoft Dynamics and Marketing Automation
- Email Report Template
- Abandoned Cart Email Series
- Six Campaigns to Get the Most From Your CRM + Marketing Automation Platform Integration
- Onboarding Email Series
- Post-Sale Email Series
- Post-Graduation Email Series
- Leverage Email to Sell More Beer
- Anatomy of a Marketing Email
- Marketing to Distributors
- Anatomy of a Customer Loyalty Email
- Newsletter Opt In Welcome Series
- Bounce-Back Email Campaign
- Marketing Platform Migration Checklist
- Customer Journey Worksheet
- Build Your Customer Journey Roadmap with Microsoft Dynamics
The Ultimate Guide to Microsoft Dynamics and Marketing Automation
Want to make the most of your Microsoft Dynamics and marketing automation platform integration? Download our guide to learn how to best communicate with your CRM stakeholders, architect your CRM data for marketing success, and build seven of our favorite (and best performing) campaigns leveraging CRM data.
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Email Report Template
You’ve got the data, now get the report template to show it off! Our most popular download offers a guide on reporting email metrics and a follow-up spreadsheet for building your own.
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Abandoned Cart Email Series
Recover lost ecommerce sales by building an abandoned cart automated email series. We will also give you ideas for a follow-up series!
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download the email series template
Six Campaigns to Get the Most From Your CRM + Marketing Automation Platform Integration
Your CRM and Marketing Automation Platform are integrated—now what? We’ve put together a cheatsheet with six campaigns to help you get started!
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Onboarding Email Series
Welcome new customers to your brand with a three-month automated email campaign series. With the help of our email series template, you can create your own to build trust and cross-sell complimentary products and services.
Get your email series template:
download the email series template
Post-Sale Email Series
Increase referral traffic and cross-sell complimentary products and services by building a post-sale email series. Use our template to get started!
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download the email series template
Post-Graduation Email Series
Create an automated drip series to engage alumni throughout their first year post-graduation. Use our cheatsheet to build your own series and nurture long-lasting relationships.
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Leverage Email to Sell More Beer
Drive more visitors to your brewery by investing time in brand awareness. Check out our guide on how to leverage email to grow your following.
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Anatomy of a Marketing Email
Need an effective design for your marketing emails? Download our template to learn how to leverage simplicity for optimal conversions.
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Marketing to Distributors
Grow your brand awareness by getting your beers into stores and restaurants. Download our list of ways you can market your craft brews to distributors.
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Anatomy of a Customer Loyalty Email
Promote your customer loyalty program by building an email series. Check out our template to get ideas on how to promote the launch of your program and create custom communications for engaged customers based on their achievements.
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Newsletter Opt-In Welcome Series
Communicate with your new email subscribers via a newsletter opt-in welcome email series. Download our sample welcome series for B2B and B2C marketers to see how you can build your own.
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Bounce-Back Email Campaign
Transform one-time buyers into long-term customers using bounce-back email campaigns. Download our template to see what an email should look like and how to target buyers using sales data.
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Marketing Platform Migration Checklist
Are you moving to a new email service provider or marketing automation platform? Download our checklist to help manage your migration and keep track of what tasks need to be completed.
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Customer Journey Worksheet
Walk your teams through each stage of your customer journey and identify points where marketing can support sales and customer success along the way with our visual guide.
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Build Your Customer Journey Roadmap with Microsoft Dynamics
Use Microsoft Dynamics CRM, Sales or Customer Engagement to build a customer journey map that will help you create better targets and segmentation strategies for your marketing automation platform, digital campaigns, account-based marketing efforts, and more.
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