{"id":28516,"date":"2021-05-10T10:00:00","date_gmt":"2021-05-10T14:00:00","guid":{"rendered":"https:\/\/www.litmus.com\/?p=28516"},"modified":"2024-12-20T11:25:08","modified_gmt":"2024-12-20T16:25:08","slug":"email-automation-tool-evaluation","status":"publish","type":"post","link":"https:\/\/www.litmus.com\/blog\/email-automation-tool-evaluation","title":{"rendered":"3 steps to find the best email automation tool for you [+ Free Evaluation Template]"},"content":{"rendered":"\n\n\t<div id=\"simple-text-block-block_60944719abc07\" class=\"block-simple-text-block alignfull \" style=\"background-color:\">\n  <div class=\"container\">\n  \t<div class=\"row\">\n  \t\t<div class=\"col\">\n  \t\t\t<div class=\"copy\">\n  \t\t\t\t<p>If you want to propel your email program to the next level, <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-automation-to-the-rescue-how-to-get-started\/\">email automation<\/a> is an excellent place to start.<\/p>\n<p><a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/99firms.com\/blog\/email-marketing-statistics\/\">Statistics show<\/a> that automated emails have a 70.5% higher open rate than regular emails. What\u2019s more, automated campaigns have been shown to drive 21% of marketing revenue.<\/p>\n<p>Automating your <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.benchmarkemail.com\/email-marketing\/\">email marketing<\/a> gives you a simple way to effectively nurture your subscribers. And with <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/2020-state-of-email-report-fall-edition\/\">40% of teams<\/a> experiencing under-resourced email marketing efforts, an automation tool can be the efficiency boost you need to give time back to your team and finally get to those innovative ideas of yours.<\/p>\n<p>But, with all the solutions out there, how can you ensure you choose one that fits your needs?<\/p>\n<p>A collaboration between <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.benchmarkemail.com\/blog\/\">Benchmark Email<\/a> and Litmus, we\u2019ll walk you through all the important steps of selecting an email automation tool:<\/p>\n<ol>\n<li aria-level=\"1\"><a rel=\"noopener\" href=\"#needs\">Understand your needs<\/a><\/li>\n<li aria-level=\"1\"><a rel=\"noopener\" href=\"#features\">Consider features you want<\/a><\/li>\n<li aria-level=\"1\"><a rel=\"noopener\" href=\"#limitations\">Identify your limitations<\/a><\/li>\n<\/ol>\n<p>We even include a <a rel=\"noopener\" href=\"#email-vendor-evaluation-template\">free template<\/a> to help you evaluate vendors!<\/p>\n<h2 id=\"needs\">1. Understand your needs<\/h2>\n<p>Before selecting or even looking for the right email automation tool, it\u2019s essential to establish your needs. Otherwise, you\u2019ll waste a lot of valuable time looking into tools that come with unnecessary features or not enough functionality.<\/p>\n<p>To understand your needs, let\u2019s break down the various elements that ultimately affect what kind of software you decide to go with.<\/p>\n<img decoding=\"async\" class=\"size-full wp-image-25039 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/03\/Blog-Banner-ESP-Migration.png\" alt=\"Your go-to guide for a successful ESP migration\" width=\"1399\" height=\"742\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/03\/Blog-Banner-ESP-Migration.png 1399w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/03\/Blog-Banner-ESP-Migration-300x159.png 300w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/03\/Blog-Banner-ESP-Migration-1024x543.png 1024w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/03\/Blog-Banner-ESP-Migration-768x407.png 768w\" sizes=\"(max-width: 1399px) 100vw, 1399px\" \/>\n<h3>Team size<\/h3>\n<p>One factor that many email automation tools structure their pricing around is the amount of users. Larger teams typically use more bandwidth and features, and more than one or two people need access to the tool.<\/p>\n<p>How big is your team? Who will access your email automation tool and why? If your budget is on the lean side, then be conservative and start one with fewer people. You can always upgrade if your team grows and more people need access to the software down the line.<\/p>\n<h3>Goals<\/h3>\n<p>It\u2019s times like these that having a <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.benchmarkemail.com\/blog\/how-to-create-a-content-strategy\/\">documented content strategy<\/a> is extremely handy. Having a strategy document to call upon when you need to review and confirm goals will help you determine what\u2019s most important for your marketing. And when it comes to an email automation tool, you want your marketing goals front and center during the decision-making process. After all, if your tool doesn\u2019t help you deliver on those goals, why are you even using it?<\/p>\n<p>Some of your marketing goals might include:<\/p>\n<ul>\n<li aria-level=\"1\">Increasing revenue and conversions<\/li>\n<li aria-level=\"1\">Driving more organic traffic to your site<\/li>\n<li aria-level=\"1\">Converting traffic to leads<\/li>\n<li aria-level=\"1\"><a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.hatchbuck.com\/blog\/shorten-the-lead-cycle-marketing-automation\/\">Shortening the lead cycle<\/a><\/li>\n<li aria-level=\"1\">Creating more touchpoints between your brand and customers<\/li>\n<li aria-level=\"1\">Providing customers and leads with consistent education and high-quality resources<\/li>\n<li aria-level=\"1\">Reducing customer churn<\/li>\n<li aria-level=\"1\">Growing your social media following<\/li>\n<li aria-level=\"1\">Getting more eyes on your content<\/li>\n<\/ul>\n<p>Effective email marketing can help with each of these goals. However, you won\u2019t know for sure which tool will help you reach your goals upfront\u2014but you can at least use your goals to establish expectations when you vet vendors and speak to sales reps. Plus, having these goals in mind will help you determine if the tool you end up picking is worth sticking with.<\/p>\n<h3>Types of emails<\/h3>\n<p>So you know you want to automate your emails, but have you given a lot of thought to the <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.benchmarkemail.com\/blog\/the-6-types-of-emails-you-should-be-sending\/\">types of emails<\/a> you want to send? Most platforms will support any kind of email or email sequence you\u2019re considering, but it\u2019s always wise to be aware of the various emails you\u2019ll send and why.<\/p>\n<p>Here are a few to think about:<\/p>\n<ul>\n<li aria-level=\"1\"><b>Newsletters<\/b>: How often will you send these out? Weekly? Monthly? Quarterly?<\/li>\n<li aria-level=\"1\"><b>Drip campaigns<\/b>: How do you plan on nurturing your inbound leads? How many emails will you include in your sequences?<\/li>\n<li aria-level=\"1\"><b>Promo emails<\/b>: You\u2019ll want to send designed, branded promo emails that catch the attention of your subscribers and help push an event or rollout.<\/li>\n<li aria-level=\"1\"><b>Abandoned cart<\/b>: If you\u2019re in the ecommerce or retail space, make sure your new tool sets you up to send automated abandoned cart emails.<\/li>\n<\/ul>\n<h2 id=\"features\">2. Consider the features you want<\/h2>\n<p>Features are ultimately what sells an email automation tool over another. You\u2019d think the more features a tool has, the more desirable it is. But that\u2019s not always the case.<\/p>\n<p>You don\u2019t want to pay hefty costs for a tool that comes loaded with tons of features you\u2019ll never use. And in the same spirit, it can be really disheartening to settle on a tool only to find out it doesn\u2019t have something that\u2019s crucial to meeting your goals.<\/p>\n<p>This is why you should get familiar with some of the features that come with various email automation tools so you can see which ones are priorities\u2014and which ones you can live without.<\/p>\n<p>Here\u2019s a list of the most popular features that may come with the email automation software out there:<\/p>\n<h3>A\/B testing<\/h3>\n<p>Do you want to test different subject lines, calls-to-action (CTAs), or send times? Or, maybe you want to see which email format gets the most responses. Either way, A\/B testing ensures you can test various elements of your email marketing to segments of your list and determine what drives the best results.<\/p>\n<img decoding=\"async\" class=\"size-full wp-image-28518 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-02.png\" alt=\"AB test\" width=\"1400\" height=\"1182\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-02.png 1400w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-02-300x253.png 300w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-02-1024x865.png 1024w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-02-768x648.png 768w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/>\n<h3>Send time optimization<\/h3>\n<p>If you have subscribers and leads who live in different time zones and regions of the world, you\u2019ll probably want to send them emails at times that are convenient for them. Instead of sending your emails at the same time to everyone, send time optimization means you can consider what time of day is best according to either the area of the world your subscriber is in or when they\u2019re most likely to open.<\/p>\n<p>And when you send your emails at more convenient times for <i>them<\/i>, that can lead to better open and engagement rates.<\/p>\n<h3>QA testing in various email clients and devices<\/h3>\n<p>Mobile devices render emails very differently than desktops, and sometimes the same can be said for email clients. If someone uses Outlook, your email could show up in their inbox altered, while the same email could show up in Gmail totally fine.<\/p>\n<p>It\u2019s important your email automation tool allows you to do some quality assurance (QA) testing to see how your emails will look in common email clients and devices, so nothing looks off or broken. A <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/the-anatomy-of-a-broken-email-errors-that-make-marketers-shudder-and-how-to-fix-them\/\">broken email<\/a> means your subscribers can\u2019t take the action you want them to, which will negatively affect your email performance. And that could lose you a lead or sale.<\/p>\n<img decoding=\"async\" class=\"size-full wp-image-28519 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-01.png\" alt=\"QA testing\" width=\"1400\" height=\"1067\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-01.png 1400w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-01-300x229.png 300w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-01-1024x780.png 1024w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-01-768x585.png 768w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/>\n<img decoding=\"async\" class=\"size-full wp-image-28520 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-03-1.png\" alt=\"Web-based\" width=\"1400\" height=\"1074\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-03-1.png 1400w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-03-1-300x230.png 300w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-03-1-1024x786.png 1024w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Blog-Image-Scr-03-1-768x589.png 768w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/>\n<table style=\"background-color: #f2f3f6;\">\n<tbody>\n<tr>\n<td class=\"block-1\" style=\"padding: 20px 10px 20px 20px;\"><img decoding=\"async\" class=\"size-full wp-image-4104 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2020\/04\/logo.png\" alt=\"Litmus logo\" width=\"140\" height=\"165\" \/><\/td>\n<td class=\"block-2\" style=\"padding: 20px 20px 20px 10px;\">\n<p class=\"zero\"><strong>Test and preview emails without leaving your ESP<br \/>\n<\/strong><\/p>\n<p class=\"zero\">Did you know you can build, QA test, and analyze emails inside your favorite email platforms? No more switching back and forth between tools (we know how much of a pain that can be!).<\/p>\n<p class=\"zero\"><a class=\"btn medium orange button\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/litmus-esp-integrations\/\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more \u2192<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h3>Email templates and builder<\/h3>\n<p>These features are a staple of most email automation tools. Having a bank of email templates for you to choose from makes building beautiful, professional-looking emails simple (and fun).<\/p>\n<img decoding=\"async\" class=\"size-full wp-image-28521 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/EmailBuilder.png\" alt=\"EmailBuilder\" width=\"1600\" height=\"837\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/EmailBuilder.png 1600w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/EmailBuilder-300x157.png 300w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/EmailBuilder-1024x536.png 1024w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/EmailBuilder-768x402.png 768w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/EmailBuilder-1536x804.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/>\n<p>And once you select the template you\u2019d like to use, plugging in your logo, images, copy, and links should be straightforward and easy to implement. Make sure the tool you go with truly makes building an email a breeze, so anyone on your team can get the job done.<\/p>\n<div class=\"cta\">\n<table style=\"background-color: #f2f3f6;\">\n<tbody>\n<tr>\n<td class=\"block-1\" style=\"padding: 20px 10px 20px 20px;\"><img decoding=\"async\" class=\"size-full wp-image-4104 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2020\/04\/logo.png\" alt=\"Litmus logo\" width=\"140\" height=\"165\" \/><\/td>\n<td class=\"block-2\" style=\"padding: 20px 20px 20px 10px;\">\n<p class=\"zero\"><strong>No templates? No problem<br \/>\n<\/strong><\/p>\n<p class=\"zero\">Get a fully optimized email template with modules\u2014or create your own\u2014so you can quickly create on-brand, error-free emails with Visual Editor in Litmus Builder. Then sync the code to your ESP or copy it over. Done!<\/p>\n<p class=\"zero\"><a class=\"btn medium orange button\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-builder\/\" target=\"_blank\" rel=\"noopener noreferrer\">Learn how \u2192<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>&nbsp;<\/p>\n<h3>HTML vs. plain text<\/h3>\n<p>When it comes to <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.benchmarkemail.com\/blog\/text-based-email-versus-html\/\">HTML versus plain text emails<\/a>, there\u2019s a time and a place for each (<a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/the-results-are-in-a-b-testing-html-vs-plain-text-emails\/\">see the results<\/a> of Litmus\u2019 own A\/B testing). Make sure the platform you go with allows you to send both without sacrificing branding and quality.<\/p>\n<p>Some platforms can even automatically create a plain text version of your email. And depending how they format it, it can be a great place to start for applying <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/best-practices-for-plain-text-emails-a-look-at-why-theyre-important\/\">plain text best practices<\/a>.<\/p>\n<h3>Contact management<\/h3>\n<p>Tracking the engagement and interaction each subscriber has with your site and content, as well as access to particular information about where they work and their social profiles, can be extremely useful.<\/p>\n<p>However, you may not need an email marketing tool that has this kind of customer relationship management (CRM) feature included. Maybe you don\u2019t have enough leads to justify the time spent on CRM or you\u2019re using another tool for contact management.<\/p>\n<p>Some tools also go so far as to provide you with the ability to determine email priority per contact. This is helpful if there are frequency caps or limits you want to stay within. For example, if you want to ensure someone doesn\u2019t get more than one email a day, certain features can help you set that expectation.<\/p>\n<p>Another thing to consider is lead scoring. Who wants to waste time selling your heart out to contacts who aren\u2019t likely to buy anyway? Having the ability to score your leads means you can see which are more qualified so you can prioritize and send them the right content to increase conversions.<\/p>\n<p>If contact management is a must, look into email automation tools that offer contact management features, invest in an <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.hatchbuck.com\/all-in-one-crm-comparison-guide\/\">all-in-one CRM<\/a> that includes marketing automation and email marketing, or make sure your email automation tool integrates with your CRM.<\/p>\n<h3>Marketing automation<\/h3>\n<p>Looking to market to your contacts on multiple channels? Having an email automation tool that also provides marketing automation can help you and your marketing team diversify your efforts so you can track and engage with more leads from various sources and methods.<\/p>\n<h3>Email acquisition or lead generation<\/h3>\n<p>You need to <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/the-marketers-guide-to-revenue-email-lists\/\">grow your customer base<\/a>, and email acquisition or lead generation efforts ensure that happens. Things like creating landing pages and forms and being able to track site visitor information allow you to bring more people into your email marketing program or funnel so you can start nurturing and selling to them.<\/p>\n<img decoding=\"async\" class=\"alignnone wp-image-28522 size-full\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/LandingPageBuilder.png\" alt=\"LandingPageBuilder\" width=\"1600\" height=\"801\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/LandingPageBuilder.png 1600w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/LandingPageBuilder-300x150.png 300w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/LandingPageBuilder-1024x513.png 1024w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/LandingPageBuilder-768x384.png 768w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/LandingPageBuilder-1536x769.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/>\n<h3>Dedicated IP<\/h3>\n<p><a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/kinsta.com\/blog\/dedicated-ip-address\/\">Dedicated IPs<\/a> aren\u2019t necessary, but they\u2019re nice to have. Some automation tools offer a dedicated IP with some of their packages. This just means that your IP address isn\u2019t shared with other domains, <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.namecheap.com\/support\/knowledgebase\/article.aspx\/9260\/22\/why-is-it-beneficial-to-have-a-dedicated-ip-address\/\">which can come with a lot of benefits<\/a>.<\/p>\n<h3>List verification and hygiene<\/h3>\n<p>Some tools will verify your email lists for you. Why is this important? Well, it ensures you\u2019re sending emails to high quality subscribers (no spammy accounts)\u2014and when you send to high quality subscribers, you\u2019ll <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.benchmarkemail.com\/blog\/reduce-email-bounce-rate-and-improve-deliverability\/\">cut back on deliverability issues<\/a>. Some tools could even mark contacts as undeliverable if they hard bounce or after a set amount of soft bounces.<\/p>\n<h3>Reporting<\/h3>\n<p>Reporting is a must-have, especially if reports can be auto-generated and sent to you without having to manually pull the data. See exactly how your emails are performing to better understand what tactics work and what don\u2019t. With reporting, you can access things like open rate, bounce rate, click-through rate, and unsubscribes\u2014all great intel to help improve your email marketing efforts over time.<\/p>\n<div class=\"cta\">\n<table style=\"background-color: #f2f3f6;\">\n<tbody>\n<tr>\n<td class=\"block-1\" style=\"padding: 20px 10px 20px 20px;\"><img decoding=\"async\" class=\"size-full wp-image-4104 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2020\/04\/logo.png\" alt=\"Litmus logo\" width=\"140\" height=\"165\" \/><\/td>\n<td class=\"block-2\" style=\"padding: 20px 20px 20px 10px;\">\n<p class=\"zero\"><strong>Dive deeper into email engagement<\/strong><\/p>\n<p class=\"zero\">Opens and clicks only scratch the surface. See how much your subscribers are truly engaging\u2014with Litmus Email Analytics. Get insights such as where subscribers open your emails, how long they read, and more.<\/p>\n<p class=\"zero\"><a class=\"btn medium orange button\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more \u2192<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>&nbsp;<\/p>\n<h2 id=\"limitations\">3. Identify your limitations<\/h2>\n<p>So you know what you\u2019re looking for in an email automation tool, but before you hit the ground running, there may be limitations and hurdles to overcome first.<\/p>\n<p>Let\u2019s address some of the most common things that hold teams back from taking full advantage of a platform.<\/p>\n<h3>Platform resources or support<\/h3>\n<p>Creating an onboarding process that\u2019s simple and seamless sets users up for success down the line.<\/p>\n<p>So, if a tool lacks certain resources\u2014like no account management or customer support, or if they don\u2019t offer new users the right kinds of content to help address their needs\u2014it could be a huge obstacle. So much so that people may not want to use the tool altogether.<\/p>\n<p>And while some vendors might offer higher tier support or resources, it usually comes with a higher price tag, too. Speaking of costs&#8230;<\/p>\n<h3>Budget and pricing<\/h3>\n<p>There are email automation tools out there for every budget. But the truth is, a lot of hesitancy to use a particular tool could rest on the price tag.<\/p>\n<p>Obviously, your investment in an email automation tool needs to be cost-effective. \ud83d\ude42<\/p>\n<p>Knowing your sales and marketing metrics, like cost to acquire a new customer and customer lifetime value, can help you determine email marketing sales goals and how large of an investment in an email automation platform makes sense.<\/p>\n<p>If teams are smaller, don\u2019t need a ton of features, or don\u2019t have a large budget to spend on email automation, it could hold them back from using certain tools out there. That\u2019s why it\u2019s important to know ahead of time which features you need and which you don\u2019t\u2014and exactly what you\u2019re okay with spending.<\/p>\n<p>Deciding which features are absolutely necessary, and which features are just nice to have can give you flexibility when comparing pricing among solutions. Typically there\u2019s a discount for the longer terms, so if you\u2019re able to pay annually rather than monthly, you can make your marketing budget go a little further every month.<\/p>\n<h3>Company buy-in<\/h3>\n<p>Sometimes the people vetting various email automation tools aren\u2019t the ones who ultimately make the decision.<\/p>\n<p>If your selection process includes sending options to a C-suite team or individual to <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/how-to-assess-esps-and-get-buy-in-for-a-new-one\/\">get buy-in and approval<\/a>, make sure you present the most compelling information for each tool, along with whether or not it comes with your personal recommendation (since you\u2019ll be the one using it).<\/p>\n<h3>Number of contacts<\/h3>\n<p>A lot of pricing plans are structured around how many contacts you have. The more contacts you have, typically the more costly the tool is (and therefore, the more features you have access to).<\/p>\n<p>What\u2019s more, say you start a plan with a modest contact list, but over time, your list grows. This typically means you\u2019ll need to upgrade to a more robust package and then pay more for your email automation.<\/p>\n<p>Understanding how your email automation tool can grow with your business is key to avoid searching for another tool down the road.<\/p>\n<h2 id=\"email-vendor-evaluation-template\">Get your free email automation vendor evaluation template<\/h2>\n<p>All of this can feel overwhelming, so we made it easy for you to assess and compare vendors\u2014with a <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1Jx46IUNCKwYF442akW0vw81kfBdxY3ZGeFkIQ1pzuTU\/edit?usp=sharing\">free evaluation template<\/a>. Duplicate it for yourself, update with your branding, and start scoring.<\/p>\n<img decoding=\"async\" class=\"size-full wp-image-28526 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-04-14-at-11.29.15-PM.png\" alt=\"free email automation vendor evaluation template\" width=\"1058\" height=\"821\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-04-14-at-11.29.15-PM.png 1058w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-04-14-at-11.29.15-PM-300x233.png 300w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-04-14-at-11.29.15-PM-1024x795.png 1024w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-04-14-at-11.29.15-PM-768x596.png 768w\" sizes=\"(max-width: 1058px) 100vw, 1058px\" \/>\n<p>There\u2019s even a summary tab to see at a glance how each vendor stacks up across the broad categories\u2014and which one might be the best fit for your needs.<\/p>\n<img decoding=\"async\" class=\"size-full wp-image-28525 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-04-14-at-11.35.21-PM.png\" alt=\"free email automation vendor evaluation template graph\" width=\"1365\" height=\"580\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-04-14-at-11.35.21-PM.png 1365w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-04-14-at-11.35.21-PM-300x127.png 300w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-04-14-at-11.35.21-PM-1024x435.png 1024w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/Screen-Shot-2021-04-14-at-11.35.21-PM-768x326.png 768w\" sizes=\"(max-width: 1365px) 100vw, 1365px\" \/>\n<h2>The right email automation tool for you is within reach<\/h2>\n<p>Email marketing is essential to your business, and it\u2019s important you select an email automation tool that delivers on your needs and makes your job easier. And with increased efficiency, you can reinvest your saved time on revenue-generating tasks that matter.<\/p>\n<p>That\u2019s why it\u2019s also just as important you do your research and vet each viable option to determine the roadblocks and major selling points so you can make an informed decision.<\/p>\n<p>We hope you find this guide useful as you navigate the email automation waters. Good luck!<\/p>\n<div class=\"cta\">\n<table style=\"background-color: #f2f3f6;\">\n<tbody>\n<tr>\n<td class=\"block-1\" style=\"padding: 20px 10px 20px 20px;\"><img decoding=\"async\" class=\"size-full wp-image-25363 alignnone\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/01\/litmus-the-marketers-guide-to-esp-migration.png\" alt=\"the marketer's guide to esp migration by litmus\" width=\"652\" height=\"845\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/01\/litmus-the-marketers-guide-to-esp-migration.png 652w, https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/01\/litmus-the-marketers-guide-to-esp-migration-231x300.png 231w\" sizes=\"(max-width: 652px) 100vw, 652px\" \/><\/td>\n<td class=\"block-2\" style=\"padding: 20px 20px 20px 10px;\">\n<p class=\"zero\"><strong>Switching from another email platform?<br \/>\n<\/strong><\/p>\n<p class=\"zero\">Doing your research is just one part of the migration process. There are a lot of moving parts, and our guide\u2014including even more free templates for easy documentation\u2014can ensure you don\u2019t miss a thing.<\/p>\n<p class=\"zero\"><a class=\"btn medium orange button\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/how-to-migrate-esps\/\" target=\"_blank\" rel=\"noopener noreferrer\">Get your guide + templates \u2192<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>&nbsp;<\/p>\n<p><em>This blog post was written by Natalie Slyman in collaboration with Litmus. Natalie Slyman is the content and social media manager for <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.benchmarkone.com\/\">BenchmarkONE<\/a>, <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.benchmarkemail.com\/\">Benchmark Email<\/a>, and <a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.contactsplus.com\/\">Contacts+<\/a>. She focuses on helping small businesses and marketing agencies leverage sales and marketing software to ignite relationships with their customers and connections.<\/em><\/p>\n  \t\t\t<\/div>\n  \t\t<\/div>\n  \t<\/div>\n  <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Looking for the right email automation tool for you? Learn how to understand your needs, features, and limitations. Get a free vendor evaluation template.<\/p>\n","protected":false},"author":25,"featured_media":28517,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"tags":[1419,10253],"blog_category":[295,741,53],"class_list":["post-28516","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-email-authentication","tag-email-automation","blog_category-guest-blog","blog_category-partners","blog_category-tips-resources"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to find the best email automation tool [Evaluation Template] - Litmus<\/title>\n<meta name=\"description\" content=\"Looking for the right email automation tool for you? Learn how to understand your needs, features, and limitations. Get a free vendor evaluation template.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.litmus.com\/blog\/email-automation-tool-evaluation\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 steps to find the best email automation tool for you [+ Free Evaluation Template]\" \/>\n<meta property=\"og:description\" content=\"Looking for the right email automation tool for you? Learn how to understand your needs, features, and limitations. 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