Marketing Automation Platform Onboarding Questionnaire
Please provide the following information to help us set up your marketing automation platform tailored to your needs.
Company Name
*
Primary Contact Full Name
*
First Name
Last Name
Primary Contact Email Address
*
example@example.com
Primary Contact Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Company Website URL
Industry
*
Please Select
E-commerce
Technology
Healthcare
Education
Finance
Non-profit
Other
What are your primary marketing goals? (Select all that apply)
*
Lead Generation
Customer Retention
Brand Awareness
Sales Growth
Event Promotion
Other
Which marketing platforms or tools are you currently using? (Select all that apply)
*
Mailchimp
HubSpot
Salesforce
ActiveCampaign
None
Other
Approximate size of your email/contact list
*
Please Select
Less than 1,000
1,000 - 5,000
5,001 - 20,000
20,001 - 100,000
More than 100,000
Which integrations do you require? (Select all that apply)
CRM
E-commerce Platform
Analytics Tools
Social Media
Other
How do you segment your audience?
What types of marketing content do you use? (Select all that apply)
Email Newsletters
Promotional Emails
SMS Campaigns
Social Media Posts
Blog Posts
Other
Preferred frequency of marketing campaigns
Please Select
Daily
Weekly
Bi-weekly
Monthly
Other
Technical contact for integration/setup (if different from primary contact)
Submit
Should be Empty: