The Most Underrated CRM Automation: Birthday Emails
Automated birthday emails are one of the most underrated marketing tools inside your CRM. A simple personalized message can increase engagement, strengthen customer relationships, and even drive additional sales. In this guide, we break down why birthday email automation works, how to set it up, and how businesses can use it to create meaningful customer touchpoints that run automatically year after year.
Migrating from Batch-and-Blast Email to a Customer Journey Platform — And Who Actually Handles the Data Migration
The gap between a batch-and-blast tool and a customer journey platform isn't just a feature gap — it's a data architecture gap. If nobody bridges it properly during migration, you end up with a shiny new platform running the same lazy emails with a more expensive subscription. Here's what the migration actually involves and who should handle it.
Best Dotdigital Consultancy for Mailchimp Migration — Without Losing Your Segments
Dotdigital segments don't export as segments — they export as flat CSVs with no logic attached. If your migration isn't handled properly, you lose the targeting, automations, and personalization you spent years building. Here's how Ritner Digital approaches Dotdigital-to-Mailchimp migrations the right way.
Email Marketing for Home Services: How to Turn One-Time Jobs Into Repeat Customers
You fixed the leak, replaced the unit, and sent the invoice. Then the customer disappeared. Most home services businesses spend heavily to acquire new customers while ignoring the database of past customers who already trust them. Automated email marketing changes that — with seasonal reminders, post-job follow-ups, and re-engagement sequences that bring customers back at exactly the right time without adding work to your plate.
How to Split a HubSpot List (Even If You’re Not on Enterprise)
Need to split a HubSpot list for testing or campaign pacing? Here’s how to divide lists evenly—both with Marketing Enterprise and without paying for an upgrade.
How to Set Up a SurveyMonkey Integration in HubSpot (as a Connected App)
Survey data is only valuable if it actually goes somewhere. Learn how to connect SurveyMonkey to HubSpot as a native app—and turn survey responses into contacts, automation, and real revenue.