5 Marketing Automation Actions To Use With Forms

As a marketer you love online forms. They continually capture important new demographic data to help you segment and target your messages, provide new leads to fill your nurture programs and uncover new product/service interests from current customers to keep your sales pipeline flowing.

If you are using Microsoft Dynamics CRM and ClickDimensions are you taking full advantage of the marketing automation behind these forms? These automations are not only an awesome time saver, but improve communications, reduce errors and ensure that the actions that need to get done – get done on time.

It’s time to launch a new marketing campaign. You have carefully crafted your email templates, set up your social media strategy, built your landing pages and your web content call-to-action forms are in place.  But what are all the steps AFTER you capture their name (and interest)?

Here are 5 marketing automation actions that you should have in place when using online forms within ClickDimensions and Microsoft Dynamics CRM.

1. Remove from Marketing List: Your email marketing is in motion, but if your continual message is to invite them to register for your event, attend your webinar or download your white paper, once they fulfill your request you do not want to continue to target them. Once your form captures that action, you can automatically remove that lead/contact from that specific marketing list.

1. Add to Marketing List: Time for some addition by subtraction. You have pulled them off one marketing list, but it’s time to add them to another list based on their interest and the form they completed. If you are holding a live event or webinar you will want to send them a reminder to attend and venue details. Why not let the system automatically build your marketing list for you?

1. Auto Responder Email: Whenever someone registers for an event the confirmation landing page should always be utilized to provide the peace of mind that their form has been submitted successfully. In addition, you should send them an email confirmation they can keep on file with additional information. Set up the easy to use Auto Responder in ClickDimensions to grab your personalized email template and send it off immediately after the form is submitted.

1. Email/Team Notification: With this one that your sales team will love! Instead of manually searching CRM to see if any of their prospects or customers are attending your events or interested in specific products or services, use of the email notification feature from ClickDimensions will automatically notify them. With this feature you can notify the record owner, anyone internally and externally, as well as an entire team.  We recently held our CRM Conference in Milwaukee and this feature was a huge hit with our sales team. As the event organizer, I was able to easily keep tabs on new registrations that came in, and for my sales team they were alerted when their customers, prospects and leads registered.  All this information can easily be accessed within CRM of course, but getting that quick email snapshot proved timely and allowed the sales person the follow up knowing that our company was top-of-mind.

1. Campaign Response. With Dynamics CRM and ClickDimensions, Campaigns are an efficient and effective way to track the success of your efforts and tie all of your marketing together. By utilizing the Campaign Response feature, it will automatically track this form submission and responses to your specific campaign.

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