Marketing Automation Weekly
Each week I share a behind the scenes look at the real automated marketing systems I build for marketing teams.
You’ll get practical insights and examples on streaming marketing operations, getting data into the right systems and freeing up your team to do more creative work with the help of automation and AI.
Connect Airtable & Fillout
Connecting Fillout with Airtable turns your forms into clean, structured data pipelines. Instead of wrestling with messy submissions or manual…
Connect WordPress & ActiveCampaign
Connecting WordPress with ActiveCampaign allows you to turn your website into a fully automated growth engine. When the two platforms…
Keeping track of enquiries with Fillout and ActiveCampaign
Your enquiry page is the most important page on your website. It’s the place where prospects reach out and express…
Access your Airtable bases quickly with Raycast
I often use Raycast on my Mac and genuinely find it to be a beneficial tool. It simplifies many functions…
Seamless Event Contact Data: How we Connected Bizzabo and Acoustic for Improved Event Emails
The problem Our client needed to migrate from Mailchimp to Acoustic while maintaining seamless event management capabilities. The key challenge…
From YouTube to WordPress: A Time-Saving Automation Solution
The problem Our client has an active blog and YouTube channel. They regularly share their latest YouTube videos on their…
Standardising country names with Make.com
Using Make.com to standardise country names to ensure consistency.
Log your writing sessions with Airtable
As a content creator, I’m always working on new articles, blog posts, and other written materials. Keeping tabs on my…
ConvertKit v ActiveCampaign: giving subscribers control when they get the next email
When you send an automated sequence of emails, such as onboarding emails or an email course, it is most common…
Automatically generate client specific Fillout form link in Airtable
I’m using Fillout to build a tool that enables clients to book an automation sprint for a date that suits…
Engagement tracking with Pardot
Engagement tracking helps you to identify which members who are highly engaged, and not engaged. The members who have low…
Circle & ConvertKit integration
The client is a membership site who uses Circle for the community and ConvertKit for emails. The problem The client…
Automated ConvertKit broadcasts from YouTube videos
The problem The client has a popular blog and YouTube channel. Every time a new YouTube video was published, they’d…
Automatically create ActiveCampaign CRM deals from Jotform
One of the key differentiators with ActiveCampaign over other email marketing platforms is that it is also a marketing CRM….
Keeping track of Zoom Webinar registrations and participation using Make.com
The problem This is a case study for a recent client project and was part of a bigger integration project,…
Setting default values with Make’s ifempty()
If need to use data from a field but it may not always exist, you can set a default value…
Formatting dates to be human-readable in Make.com
When you send dates from one system to another via Make, the date from the original system may not be…
Pardot preference centre
The problem Members often end up receiving a variety of different types of emails from an organisation, such as a…
Drupal to Acoustic integration
The problem The client was migrating from Mailchimp to Acoustic. This included the need for deep integration between Drupal and…
Drupal to ConvertKit integration
The problem The client wanted to convert a tool from being a paid for product to a lead generation asset….
Why I map out processes before automating them
People often start automating processes before gaining an in-depth understanding of the processes they are automating. They’ll dive into the…
Reusing content in ConvertKit sequences with content snippets
Using ConvertKit means you are sending a lot of automated emails. These emails are in sequences and will drip out…
Want to send more relevant broadcast emails? Use segments
You can send broadcast emails to everyone on your list. But what if you want to make them more relevant…
Ensuring subscribers get new ConvertKit sequence emails
You’ve got a sequence (or are about to create one). You want to add new emails to the sequence. And…
New ConvertKit feature: restarting sequences
ConvertKit have just released a new feature that I know many, myself included, have been waiting a long time for…
How do I export all of my ConvertKit subscribers?
Sometimes you need to export all or a selection of your ConvertKit subscribers. There are a few reasons why you…
How to add existing subscribers to a ConvertKit sequence
You can automatically add subscribers to a sequence in ConvertKit by using either a visual automation, or an automation rule….
Using Pardot’s form handlers with Drupal
Pardot comes with its own forms that you can embed on your site. But if you’d rather use your own…
Creating internal links with RightMessage to personalise landing pages
RightMessage is an extremely powerful personalisation tool. By segmenting your audience, you can give people the content that is more…
How do I create a segment of warm subscribers in ConvertKit?
Your ConvertKit email list is going to have a mix of subscribers. Some are going to be engaged, some less…
How to change the size of a ConvertKit form box
ConvertKit comes with some control over the presentation of forms, but it isn’t obvious how you can change the size…
How to add a modal triggered by a link in ConvertKit
Most sites on the web use simple call to actions with embedded forms that include a field for the reader…
How do you use markdown with ConvertKit?
If you are anything like me, you love to write in markdown. And like me, no doubt you’ve realised that…
Adding a ConvertKit landing page preview image for social media
When you share a ConvertKit landing page on a social media platform like LinkedIn, Facebook or Twitter, the platform will…
Tag subscribers automatically when they sign up to your ConvertKit landing
Have you ever wanted to tag people who sign up to a landing page, only to realise that it isn’t…
When to use broadcasts and when to use sequences
Modern email marketing tools like ConvertKit and Drip provide two main ways to send emails, sequences and broadcasts. It’s not…
Guide to creating ConvertKit Landing Pages
Landing pages are one of the two main ways you can collect new ConvertKit subscribers (the other being forms). In…
How do you bulk delete subscribers in ConvertKit?
Sometimes you need to delete subscribers from ConvertKit. These could be subscribers that are no longer active, they are unconfirmed,…
5 ways to incentivise visitors to become email subscribers from your website
Do you offer a way for people to become an email subscriber on your website? If you do, are you…
What is the difference between Pardot’s static and dynamic lists?
In Pardot, lists are one of the two main methods for segmenting prospects (the other one being tags). Lists are…
Finding out why people didn’t buy your product with RightMessage
Most people who visit your product sales pages will not buy. That is a simple, if uncomfortable, truth. Unless your…
What is the difference between a sequence and an automation in ConvertKit?
Sequences and automations are two of the corner stones of ConvertKit. Using both effectively is critical to the success of…
First look at RightCTA
Shai and Brennan over at RightMessage have just released a new tool called RightCTA, of which I’m fortunate enough to…
Sending sequences emails immediately in ConvertKit
Have you ever needed to send an email to a new subscriber as soon as they sign up and add…
Exclude subscribers in a ConvertKit sequence
One of the things that attracted me to ConvertKit is that it’s built for professional bloggers and creators, and as…
Introduction to ConvertKit liquid conditions
ConvertKit comes with a handy templating language called Liquid. Liquid allows you to add just enough logic to your emails…
Not enough people clicking on your confirmation link? Try these four strategies
When you send a confirmation email to people before they join your email list, not everyone is going to click…
Which email provider should you use?
A friend emailed me recently and asked: If you could recommend any email marketing software that I could use to…