Insightly Marketing vs. Listrak

It is very nice to check the phases of the project proposal and can give us an idea of which project is the priority and what client is the most valuable. Give BD team a direction to talk to the client with the potential client. It is less appropriate when it comes to project management [to include] tracking times.

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It is definitely a contender if you run an e-commerce website. It connects with a host of different e-comm platforms (we use Magento) which makes product recommendations, purchase history/amounts, website behavior, etc. a lot easier to segment on and set trigger campaigns or targeted sends. If you're a B2B company, you probably won't want to use Listrak. The tools they have don't accommodate that segment as well as B2C, as many features would go unused since they simply don't make sense. I'm sure there are instances where Listrak would work just fine, but coming from that area previously, it is definitely a B2C tool.

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• Manage Customer Data
• Link Projects to People
• Automate Follow-up Reminders
• Track Emails
• Create Reports
• Create Lists

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• Segmentation is one of my favorite features. We love being able to pull specific audiences and tailor our marketing to the individual customer.
• Importing and exporting lists is very self explanatory and easy to manage.
• The main dash has a great overview of your most recent messages and metrics.

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• In my opinion, Journeys have very limited trigger and response capabilities
• Allowing HTML options for landing pages
• Customer support - I leave conversations with support and success feeling more confused or frustrated. I believe one account rep was playing video games while on a review call.
• List management - uploads, reducing duplicates, general hygine
• UI - it’s very hard to know where to click or how to do something new, in my opinion.

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• It is rare that I have issues or feel like Listrak has an area to improve in. The company is constantly ahead of the market and making additions/improvements on a monthly basis. That being said ... I have one area to suggest improvements: COMPOSER
• Composer - Drag & Drop editor: Although their design software with the new 'Composer' is better than your average WYSIWYG editor, their drag & drop editor lacks some basic design tools that stunt your ability to design out-of-the-box email campaigns. I typically write all my email code, so this doesn’t necessarily affect me in a negative manner. But ... if coding emails isn't your strong point, then the lack of design features and limited template selection could be bothersome. (*disclaimer - I do not believe Listrak's drag & drop editor is garbage, but it does fall short when compared to some of its competition.)

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There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.

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Easy to check the phases and notes while EP is more for the project [management].

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The Bronto platform is so similar to Listrak in that it made no sense for us to move unless there were significant cost savings (there weren't). We are so intertwined with Listrak that it would be painful to move for the sake of moving. Klaviyo is very DIY which can be great. We find that we do our best work with hand-holding and account support.

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• Saves Time
• Increases Sales
• Increases Customer Engagement

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• Increasing our awareness of effective marketing email campaigns
• Reducing the effectiveness of our campaigns due to the complexity of software and inability to cancel our contract despite being LOYAL customers for 2 years.