How to choose the right Email Marketing Automation solution for your Agency?


Choosing the right email marketing automation provider shouldn’t be too difficult. Still, there are questions you should check; features you need, the background technology of the provider and the business model you want to use.

Here you can see a complete guide on how to choose the right email marketing provider for your agency.

Find the features you truly need

Although the feature set of an email marketing automation tool can be important, you have to know that most of the software out there does not focus on only your needs; but also their own interests and some features might not be a good fit.

Therefore look for solutions instead of wide range of feature set. Think about your customers’ needs and try to convert their needs into solutions you can provide. And then find the best solution for you, not the tool that has millions of unwanted features.

Here are the most important features that are crucial to satisfy your clients’ needs.

Handle multiple clients easily

As an agency you handle many clients at a time. While it is not different when it comes to the actual email marketing automation, it does mean that you have to handle your clients’ accounts separately and you need the flexibility to toggle between them easily.

Thus, Client Manager is a must when you choose your tool.

Client Manager

A Client Manager gives you the opportunity to execute your daily tasks rapidly for every client you handle and also gives you the power to toggle between them when it is needed. This is also important in terms of data compliance and keeping proprietary data separate.

It supports multitasking so you can do more. After all, time is one of your most important assets that you can sell to your clients. (Besides your expertise of course.)

Foster collaboration for your team

Teamwork is another important part of your decision.

You probably have a designer, an account manager, a copywriter and more on your team. You want your copywriter to write sales pitches, your designer to build amazing templates, your account manager to report statistics and so on.

So you should pick a solution that has Unlimited Invitation Opportunity and supports Permission Levels for each colleague.

User Manager

In practice, you should have at least 1 admin who oversees everything in your client’s account.

This person invites the designer with “Designer” permission level. He will be able to build email templates and upload HTML emails.

The admin sends an invitation to the copywriter, who will be able to only modify the textual elements in your emails.

Then the account manager will gain access to the reporting dashboard and campaigns statistics pages.

You can set up more permission levels based on your agency specific needs; flexibility is a must when it comes to email marketing automation.

Choose a solution that helps your organization work as team and foster collaboration.

Email marketing and automation should be easy

As email marketing and automation exploits the email channel opportunities, you have to be able to send emails that are relevant, timely and personalized.

That is a must.

The most important thing is that you have to reach your most important tasks easily.

So this is where empathy meets technology; a solution with less functionality but only showcasing the ones that are truly part of your processes is an advantage. It saves you time while helps you to achieve more.

Find an email marketing solution that truly knows your needs and satisfies it via an intuitive, easy-to-use and simple interface.

Visual workflow builder

Not only can you finish your daily tasks for your clients faster but it also provides a place that you can enjoy. Working on a boring and grey interface is not fun at all!

Also, showcasing your expertise to your clients on a visually modern interface supports your brand.

Build responsive emails rapidly without coding

Good email design is a key part of your clients’ communication. But coding is very time-consuming.

Not to mention that your HTML should support mobile platform. Nowadays it isn’t a nice-to-have, it is a need-to-have.

So you need a drag and drop email builder that saves you time and guarantees responsivity on any email client or device.

Email editor

A drag and drop email editor helps you build amazing newsletters and promotions easily without any need for coding. It saves time and resources.

But a good email marketing and automation solution also lets you upload your pre-programmed HTML emails too. Be careful, it is not supported in every system.

In-depth analytics and reporting

Proving the value of the email marketing campaigns you handle is key for agencies like you, in order to prove your success to your clients.

Although you will probably usually show only the KPIs and high-level metrics, you should have the possibility to dig deeper in order to tweak and improve your work.

Visually good statistics for your newsletters

You should always monitor the statistics of your newsletters, special promotions, and activities. This way you can prove your successes and see where to improve.

Reporting to your clients transparently helps you prove your expertise. It increases satisfaction, thus it will increase the lifetime value of your clients.

But not only the analytics is important. It should be good visually too.

Good visuals help you understand the data faster and it also helps you present it to your clients.

Bulk emails statistics

For your email marketing service you should have the following metrics in your email marketing software:

  • sending volume (how many people received your emails)
  • open and click rate (how many subscribers opened and clicked links in your emails)
  • how many people shared the content you offered them
  • how many people unsubscribed
  • how many emails bounced off

You should also find a solution that shows all this data on a timeline. It helps you explain subscriber behavior to your clients.

Also, if you want to dig deeper, you should have the opportunity to see the following data too:

  • domains/devices of openers (their open rate and click rate)
  • geographical locations of openers

This data will support your arguments to your clients when it comes to strategy.

Overview stats for your automated emails

Email marketing automation is a good opportunity for you as it establishes an ongoing connection with your clients.

Reporting the performance of these emails and follow-up sequences can be difficult; you need 3 levels of analytics:

  1. High-level performance
  1. Workflow performances on-by-one
  1. Email performances in workflows

High-level performance helps you show your clients the main tendencies of the automated marketing system.


You should have the following data that can be filtered for different time periods (e.g. last 30 days, this month, last month or this year, etc.):

  • sending volume (how many emails were sent automatically)
  • open and click rate (how many people open and click on links in your emails)
  • unsubscription rate (how many people unsubscribed from your automated emails)
  • how many leads you generated

Seeing this data on a timeline will help you show your clients the improvements you achieve.

Workflow specific data and automated email statistics are very important if you want to dig deeper, find the bottlenecks and tweak your client’s messages.

It is also very useful to present data visually to explain specific data-driven decisions you make.

Workflow analytics

Analytics is something that is truly crucial for agencies because it is a solid proof of your expertise. It also helps you when your clients disagree with you on different topics. Data never lies.

Know everything about your clients’ subscribers

If you would like to impress your clients, you can provide not only quantitative but qualitative data too.

Seeing subscribers’ actions one-by-one is a very powerful feature. You can present the actions of your clients’ subscribers not only as simple stats but as real people who have a decision-making process before buying their products.

Presenting Contact Journeys and contact specific analytics to your clients will make them blow their minds.

Contact Journey

Getting as close as it is possible to their prospects and buyers is one of their most important task.

Thus, seeing every action their subscribers make on one timeline is something that they are implicitly want and desire.

Find a provider with innovative potential to increase your revenue

As an agency searching for an email marketing automation solution, you have to check 1 more very important aspect.

The provider’s ability to innovate.

As it will be a long-lasting relationship between you and the provider you choose, you should always check their potential and ability to adapt to change.

Automizy is aiming to implement industry and solution-specific Artificial Intelligence into its service portfolio, such as:

  • Sending time personalization
  • Subject line recommendation
  • Completely automated AB testing

These features will be fully automated, but you can charge your clients for them, as an upsell feature.

For example, sending time personalization will automatically send your emails when your clients’ subscribers have their inbox open.

The AI will recommend better-performing subject lines.

The AI will generate AB tests for your newsletters and automated emails automatically without any need of manual intervention from you.

It is truly a big opportunity for agencies: you can upsell your clients with literally no additional work.

Automizy will release this in 2018, but it is huge potential to increase your revenue – always look for this when you choose your provider!

Ask about the technological background

Features are awesome but without a robust sending infrastructure, it is worth nothing.  Therefore you should ask about the following specifics.

Quality of Deliverability

Deliverability in email marketing and automation is very important. The higher the deliverability rate, the more emails get into the inboxes of your clients’ subscribers.

There are 3 main variables that could improve or lower your deliverability rate.

The first one is based on the content, formatting and other circumstances of your emails. It is completely up to you how high you can get but here are some thumb rules for you:

  • use fewer images in your emails
  • insert fewer links into your emails
  • try to avoid spammy expressions such as “free”, “cash” and similar words
  • your reply-to email should be the same as the sender email (it’s not always viable)
  • install SPF record for your client’s domain
  • install DKIM for your client’s domain

The second variable is the engagement rate of your emails.

“Engagement rate” means the interaction your clients’ subscribers have with your emails. The higher the open and click rate, the better the deliverability become.

Also, if your client doesn’t have a quality contact database, it means there will be lots of fake, invalid or “sleeping” email addresses. Therefore the engagement rate will be very low which hurts your deliverability.

The third and most important part of the deliverability game strictly relies on your email marketing automation provider.

These software use a specific technology to send emails. These are the SMTP servers (basically servers that send mass emails).

When an SMTP server sends an email to an email client (for example to gmail or to outlook) the client will check the sender server’s quality level. This quality level is the reputation of the SMTP server.

If lots of people send spam (or even worse, phishing emails) from an SMTP server it will ruin its reputation in the eyes of the different clients.

If the email client sees that the reputation of the sender server is low, it will not accept emails coming from it. It means the technology background will hurt your deliverability.

Also, there are regulations that should be always applied by the sender and usually it is the provider’s responsibility. If a provider continuously violates these rules (not because they are bad guys, just because the don’t follow changes of these regulations) their servers will be blacklisted which means your deliverability rate will be exactly 0%.

This is why you should always choose a provider that has SMTP servers with high reputation.

Usually solutions that have big clients from the financial or the insurance industry will pay attention to this and have to always meet the legal requirements.

Quality of Support

Have you ever sent a support request to one of the tools you already use? Have you ever had a question?

Then you should know that customer support is very important. It should be fast and should give you solutions.

So avoid the companies that accepts your requests and then they are culminating these support tickets between departments instead of answering them.

This is why you should choose companies like Automizy where the support team provides you fast answers and solutions instead of stress.

Think about what you offer

Now that you know what the most important features are for you, the next logical step is finding out what service you want to offer to your clients. And then always check whether the provider helps you provide it via their solution.

Reselling the email marketing automation solution

Automizy offers you opportunities to resell the solution to your clients. It has 2 advantages for agencies:

  1. You can use a white-label solution. Thus, Automizy runs with your own branding as if it would be your own tech.
  1. You can charge more. You can resell the tool for any price you find good for your business.

In this business model, you just provide the tool for your clients as if it would be your own platform.

Still, you get technical support and a true partner that supports your service invisibly from the background.

One of the main advantages is that you can get monthly income from your clients that will never end.

Send the email campaigns for your clients

The other business model is when you bring in clients to Automizy, you handle their accounts and get affiliate fee every month.

There are 3 different tiers of partnerships which comes 3 different monthly commission fees:

  1. Automizy Certified Agency: gets 10% after every client
  1. Official Automizy Partner:  gets 20% after every client
  1. Automizy Ambassadors: gets 30% after their clients

Affiliate partnership has the advantage of continuous income. The best option is to make your clients pay for the service and you still get the correspondent affiliate fee for them every month.

Are you interested in the benefits of email marketing & automation to agencies and to your clients?
Learn more in our most recent webinar!

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