Marketing Automation
with WordPress
Marketers Unbound
January 22, 2015
Andy McIlwain
What do I do?
● Developer, Brainrider
● Developer, Marketers Without Borders
● Organizer, Toronto WordPress meetups
● Organizer, WordCamp Toronto 2011-2014
● Contributor, Make WordPress Community
WordPress Quick Hits
Why WordPress?
● 47% of sites running CMSes use WP.
That’s 23% of the web. (Social proof much?)
● 34,000+ plugins. 2,700+ themes. Flexibility!
● It’s (relatively) easy to install and use.
Plenty of documentation, huge community.
“Does it work with
WordPress?”
Usually.
Enterprise marketing automation platforms like
Pardot and Marketo integrate with websites.
WordPress is software for managing websites.
Better question:
How well does it integrate
with WordPress?
Easily: e.g. Pardot’s plugin, vs.
with some dev work, e.g. following Marketo
docs.
What if we don’t have the
budget / time / resources?
Enterprise-level platforms are an investment!
Let’s “fake it” in WordPress.
(We’re getting our feet wet.)
Marketing Automation Cycle
1. Drive visitor traffic to
relevant landing pages.
2. Track activity. Collect
information. Identify leads.
3. Build lead profiles. Adapt
communications based on
gathered insights.
4. Pass qualified leads to
your sales team.
Analytics
Landing
Pages
Lead
Scoring
Lead
Nurturing
Email +
Social Mktg
CRM
Integration
List Mgmt
Forms
What can we do in
WordPress?
Out-Of-The-Box
● Landing Pages
Plugins
● Analytics
● Custom Forms
Analytics
Landing
Pages
Lead
Scoring
Lead
Nurturing
Email +
Social Mktg
CRM
Integration
List Mgmt
Forms
Plugins
Landing Pages Web Analytics Custom Forms
● Use built-in Posts
and Pages
● Use a page builder,
e.g. Velocity Page
● Google Analyticator
● Google Analytics for
WordPress (Yoast)
● WordPress.com Stats
● Clicky Analytics
● Formidable Pro
● Gravity Forms
● Contact Form 7
● Jetpack Forms
Bringing It Together
Pages, Analytics,
Forms are isolated
features.
How do we bring
these together to
identify leads?
Analytics
Landing
Pages
Lead
Scoring
Lead
Nurturing
Email +
Social Mktg
CRM
Integration
List Mgmt
Forms
Grab this free plugin @ www.leadin.com
Track Form Submissions,
Identify New Leads
When someone
submits any form on
your site, Leadin
creates a profile for
them and tracks their
activity.
Gather Insights
Leadin pulls in contact
information from
around the web, and
lets you organize leads
with tags.
See What Converts
Track conversion
stats directly from
your WordPress
admin area.
Sync identified leads with
MailChimp, Constant
Contact, and others.
Bringing It Together
Analytics
Landing
Pages
Lead
Scoring
Lead
Nurturing
Email +
Social Mktg
CRM
Integration
List Mgmt
Forms
Use segmentation
within your email
service of choice to
tackle email
messaging.
Bringing It Together
Analytics
Landing
Pages
Lead
Scoring
Lead
Nurturing
Email +
Social Mktg
List Mgmt
Forms
Need CRM
integration? Time to
roll out the big guns…
e.g.
CRM
Integration
Custom Forms
LeadIn
Pardot
Scaling For Growth
Required Resources
PlatformCapabilities
Thank
You!
Questions? Email me: andy.mcilwain@brainrider.com
On Twitter? @andymci
LinkedIn? linkedin.com/in/andymci/

Marketing Automation with WordPress #MarketersUnbound

  • 1.
  • 2.
    Andy McIlwain What doI do? ● Developer, Brainrider ● Developer, Marketers Without Borders ● Organizer, Toronto WordPress meetups ● Organizer, WordCamp Toronto 2011-2014 ● Contributor, Make WordPress Community
  • 3.
    WordPress Quick Hits WhyWordPress? ● 47% of sites running CMSes use WP. That’s 23% of the web. (Social proof much?) ● 34,000+ plugins. 2,700+ themes. Flexibility! ● It’s (relatively) easy to install and use. Plenty of documentation, huge community.
  • 4.
    “Does it workwith WordPress?” Usually. Enterprise marketing automation platforms like Pardot and Marketo integrate with websites. WordPress is software for managing websites.
  • 5.
    Better question: How welldoes it integrate with WordPress? Easily: e.g. Pardot’s plugin, vs. with some dev work, e.g. following Marketo docs.
  • 6.
    What if wedon’t have the budget / time / resources? Enterprise-level platforms are an investment!
  • 7.
    Let’s “fake it”in WordPress. (We’re getting our feet wet.)
  • 8.
    Marketing Automation Cycle 1.Drive visitor traffic to relevant landing pages. 2. Track activity. Collect information. Identify leads. 3. Build lead profiles. Adapt communications based on gathered insights. 4. Pass qualified leads to your sales team. Analytics Landing Pages Lead Scoring Lead Nurturing Email + Social Mktg CRM Integration List Mgmt Forms
  • 9.
    What can wedo in WordPress? Out-Of-The-Box ● Landing Pages Plugins ● Analytics ● Custom Forms Analytics Landing Pages Lead Scoring Lead Nurturing Email + Social Mktg CRM Integration List Mgmt Forms
  • 10.
    Plugins Landing Pages WebAnalytics Custom Forms ● Use built-in Posts and Pages ● Use a page builder, e.g. Velocity Page ● Google Analyticator ● Google Analytics for WordPress (Yoast) ● WordPress.com Stats ● Clicky Analytics ● Formidable Pro ● Gravity Forms ● Contact Form 7 ● Jetpack Forms
  • 11.
    Bringing It Together Pages,Analytics, Forms are isolated features. How do we bring these together to identify leads? Analytics Landing Pages Lead Scoring Lead Nurturing Email + Social Mktg CRM Integration List Mgmt Forms
  • 12.
    Grab this freeplugin @ www.leadin.com
  • 13.
    Track Form Submissions, IdentifyNew Leads When someone submits any form on your site, Leadin creates a profile for them and tracks their activity.
  • 14.
    Gather Insights Leadin pullsin contact information from around the web, and lets you organize leads with tags.
  • 15.
    See What Converts Trackconversion stats directly from your WordPress admin area.
  • 16.
    Sync identified leadswith MailChimp, Constant Contact, and others.
  • 17.
    Bringing It Together Analytics Landing Pages Lead Scoring Lead Nurturing Email+ Social Mktg CRM Integration List Mgmt Forms Use segmentation within your email service of choice to tackle email messaging.
  • 18.
    Bringing It Together Analytics Landing Pages Lead Scoring Lead Nurturing Email+ Social Mktg List Mgmt Forms Need CRM integration? Time to roll out the big guns… e.g. CRM Integration
  • 19.
    Custom Forms LeadIn Pardot Scaling ForGrowth Required Resources PlatformCapabilities
  • 20.
    Thank You! Questions? Email me:andy.mcilwain@brainrider.com On Twitter? @andymci LinkedIn? linkedin.com/in/andymci/