This toolkit was designed to help you increase customer engagement with your organization.  By following this simple step by step guide, you can create an effective customer engagement plan that will enable your organization with a customer centric approach to drive revenue.  This methodology consists of 6 stages, with a description of each step and action items for every stage. It is designed to help you:

So another ASAE Tech is in the books.  While I didn't actually attend the conference, I did spend a good deal of time following this event on Twitter and the Twitter feed was going full force.  The tweets were flying.  By the way, a special shout out to Abila for sponsoring the charging stations that kept everyone going, thank you!  Aside from the normal call-outs to visit various vendor booths to try and win various prizes, there were a few sessions that were getting a lot of buzz.  They were:

With the rise in popularity of mobile digital channels over the last few years, marketing strategies need to be omni-channel today.  But according to a survey on omni-channel personalization by Ascendent, even though 100% of the marketers surveyed know this is critical for success, most are just not there yet.  The infographic below shows us some results from this survey.

Construction Financial Management Association did the big leap like many associations today and transitioned to Marketing Automation.

Personalization for Marketing Automation is the technical aspect of identifying a user and attributing all their behaviors to them along a digital footprint. It's all the behind the scenes details that involves cookies and JavaScript snippets that work to gather information that can then begin to tell a story about the user. This helps an organization to deliver the right content, at the right time, with the right tone and feel. Since these cookies offer personalized experiences for the user - they fill out a submission form with all of our information for example - people tend to be okay when a website uses them. (Ask a millenial and they practically expect cookies to be operating behind every web domain!).  

In order to become successful in Marketing Automation you have to establish a plan. Everything in this particular platform is based on contacts. It is no longer about the volume of sending emails, it extends way beyond the basic email communication systems. You will be able to do so much more with your contacts such as distinguish between members and prospects, which is why then you must be selective in who you are putting into your platform.