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E-commerce Marketing Automation Software (MAS) Checklist

Ready to ditch the marketing chaos and embrace the power of automation? This checklist is your roadmap to choosing the right Marketing Automation Software (MAS) for your e-commerce store. 

Download it now and ensure you’re asking the right questions before deciding! Fill out the form below

 Essential Features:

  • E-commerce Specific: Does it offer features like abandoned cart recovery, product recommendations, and integrations with your e-commerce platform?
  • Automation Builder: Can you easily create and manage automated workflows for different customer segments?
  • Segmentation: Can you segment your audience based on demographics, purchase history, or behavior?
  • Email Marketing: Does it offer robust email marketing tools with drag-and-drop functionality and personalization options?
  • Analytics and Reporting: Can you track the performance of your marketing campaigns and measure ROI?

Ease of Use:

  • Interface: Is the interface intuitive and user-friendly, even for tech beginners?
  • Drag-and-Drop: Can you easily create and customize campaigns without needing coding knowledge?
  • Onboarding and Support: Does the platform offer helpful resources, tutorials, and responsive customer support?

Scalability and Growth:

  • Data Volume: Can it handle your current data volume and scale with your growing business?
  • Team Collaboration: Does it offer features and permissions for team collaboration and workflow management?
  • Integrations: Does it integrate with your existing CRM, e-commerce platform, and other essential tools?

Budget and Pricing:

  • Pricing Model: Does it offer a pricing model that fits your budget and business size (freemium, tiered plans, etc.)?
  • ROI Potential: Can you estimate the potential return on investment (ROI) based on the platform’s features and capabilities?
  • Free Trial: Does it offer a free trial or demo so you can test-drive the platform before committing?

Bonus Items:

  • AI-powered features: Does it offer AI-powered personalization, predictive analytics, or other cutting-edge features?
    • Klaviyo: Yes, Klaviyo offers AI-powered personalization for product recommendations, email subject lines, and content. It also has predictive analytics for customer behavior and churn risk.
    • ActiveCampaign: While not as heavily focused on AI as Klaviyo, ActiveCampaign offers some machine learning features for lead scoring and email campaign optimization.
    • Omnisend: Omnisend boasts strong AI-powered personalization features, including automatic segmentation, content optimization, and next-best-action recommendations.
    • Drip: Drip uses AI for personalized product recommendations and abandoned cart recovery emails.
    • HubSpot Marketing Hub: HubSpot utilizes AI for lead scoring, email personalization, and social media targeting.
    • Mailchimp: Mailchimp has limited AI features, mainly focused on basic email personalization and audience segmentation.
  • Omnichannel marketing: Can you manage multi-channel marketing campaigns (email, SMS, push notifications) from a single platform?
    • Klaviyo: Klaviyo excels at omnichannel marketing, managing email, SMS, and push notifications through a single platform.
    • ActiveCampaign: ActiveCampaign offers email, SMS, and landing page management, but not push notifications.
    • Omnisend: Omnisend is another strong omnichannel player, handling email, SMS, push notifications, web push notifications, and Facebook Messenger.
    • Drip: Drip focuses primarily on email marketing, with limited support for SMS and landing pages.
    • HubSpot Marketing Hub: HubSpot offers a comprehensive omnichannel suite, including email, social media, landing pages, CRM, and live chat.
    • Mailchimp: Mailchimp mainly focuses on email marketing, with limited support for landing pages and basic automation for other channels.
  • Customer Reviews and Case Studies: What do other e-commerce businesses say about their experience with the platform?
    • You can usually find customer reviews and case studies on the MAS’s website or by searching online review sites like G2 Crowd, Capterra, and TrustRadius. Look for testimonials from businesses similar to yours to get the most relevant insights.

E-commerce Marketing Automation Software Comparison Chart

Download your free E-commerce Marketing Automation Checklist today and take the first step towards streamlined marketing and skyrocketing sales! 


Stay tuned for more valuable resources and tips to help you master e-commerce marketing automation!

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