The Tools I Use

mont7071

WF Premium Member
Feb 10, 2009
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Portland, OR USA
In no particular order, these are the tools I use (most of them on a daily basis) that allow me to run multiple IM companies for the past 15 years with almost no coding, design, or graphical design ability.

Are there better tools out there than some of these? Probably. Are there cheaper or free ones, or ones with more features? Definitely. All of these tools have proven themselves valuable in the same way to me though, they allow me to focus on the things I'm good at while automating as much of the things I'm shitty at, all at comparatively low cost compared to what it would cost me without them.

So, the list...... (in no particular order)

EverNote: Ya, it’s been said here before. Just get it, trust me. It took me months to finally force myself to use it religiously, but now I I don’t know what I ever did without it. Load up your To-Do list and set priority using tags, and you’ll immediately become more productive.


Paperport: reasonably inexpensive software to scan any document or PDF into a compressed, editable format and store them for easy search and retrieval. There are probably 80 software programs out there that do the same thing, but this one is my go-to for ease of use.


FileTaxes.com – I got turned on to this by a CPA from a Big-5 accounting firm. They will send out your W-2’s and 1099’s super-cheap and on-time, and all your affiliates or vendors get a professional looking copy on-time and you spend less than you probably spent on dinner last night. No complicated software, no sitting down with a shoebox full of receipts with your $200/hr accountant on April 14th just to get a few 1099’s and W-2s out the door to avoid IRS rage, this service is simple to use and easy to setup. I've sent out probably 3000 affiliate 1099's without a hitch since switching over to this from doing it through an outside accountant.
 


Smartsheets: Pretty similar to Google Docs without all the annoying “googliness”, this tool is cheap, clear, and easy to use. I use it for managing and monitoring tasks with my outsourced VA’s. It is basically a shared online Excel spreadsheet, with some time-saving features built in. Not a lot of frills, but clean and easy to use, and you can train even the dumbest 3rd-world VA to use it in about 3 minutes. I have used Basecamp and all the other more complex ones, and this has most of the functionality of the bigger tools with almost none of the hassles.


Echosign: Click to sign legal documents, instant searchability and document editing, with files saved to digital copies and PDF’d with the click of a button, what’s not to love? I use this for Insertion Orders, buy/sell contracts, and just about anything else I need a legally binding signature from someone on something and don’t want to fax or snail-mail things back and forth.


UItracart: Allow me to get on my soapbox, these guys have the best CRM I’ve ever used, period. Limelight, Triangle, Sugar, Custom blah blah blah. I’m biased as hell, but Ultracart is so much cleaner, so much more robust and just simply better when it comes to an in-house shopping cart solution, affiliate tracking platform and CRM all-in-one than any other one-stop shop out there. I listen to all of you rage on a daily basis about the hassles you have running the simplest report or update in Limelight while quietly laughing that most of that stuff is literally “one-click” in Ultracart. My business wouldn’t be where it is today if it weren’t for Ultracart and how well their systems work, especially when scaling large affiliate-driven offers.
 
Mandrill – If you are not a world-class spammer but also want to be able to follow up with your abandon leads or imported lists without pissing of your webhost or learning complicated MTA mailing software, this makes it pretty plug-and-play to send out your marketing emails to your list without getting blacklisted or having to get a PhD in advanced mailing procedures.



Wufoo: If building form fields to collect data isn’t your thing, and you don’t like having to hire someone every time you want to collect an address or zip code, this tool is pretty easy to use even if you have no coding skills.


Mailchimp: a narrow winner in my book over other mail list management programs like Aweber because they are a little looser about non-double opted-in imported lists, and less expensive than Infusionsoft, I like this program because it’s relatively inexpensive and pretty easy to use. It’s not for the super-advanced user that needs enterprise level capabilities (think Infusionsoft, Peoplesoft, etc) but it’s pretty decent for the rest of us that just need to manage some subscribers and send them the occasional marketing email when we need to make the rent payment.


[FONT=&quot]Snagit - I love this tool for sending graphic edits to outsourced designers in a snap. You can screen-cap an image, draw arrows and text boxes all over it in red crayon, and upload it to screencast for a public record. Compared to my old method of emailing back-and-forth confusing “story-problems” and punchlists to designers that always screwed up what I was asking, this simple graphical tool can be used by anyone who has zero graphical editing ability and outsources all their work to others. You’ll save the cost of the software the first day you don’t waste 2 hours of your own time explaining to your Serbian designer what you mean by “move this picture up and to the left just a little and make the background color darker”. Seriously, who ever made this software, me and my design team owe that guy a beer..

[/FONT] Cake: Simply the best of the bunch when it comes to Enterprise level affiliate tracking. The APIs, reporting, and uptime are all top-notch. A decent PHP coder can add just about any reporting functionality you can think of and make it infinitely customizable. It’s rock-solid even when you’re running 3,000 offers with 800 publishers and 200 Advertisers with 400 Offers, it’s pretty much bullet-proof. I’ve used all the others (DT, Hitpath, Has Offers) at one time or another, but if you are going to run a Network like a bawse, Cake is the platform you need, period.
 
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What's the difference between MailChimp and Mandrill anyway?

When would I use Mandrill over their other product?


PHP:
 
Been using Ultracart for our last product and it's a beast. It is also great for free trial offers even though most people here probably use Limelight for that.
 
What's the difference between MailChimp and Mandrill anyway?

When would I use Mandrill over their other product?

Mailchimp, Aweber etc are a bulk email sending service or autoresponders ONLY. Mandrill is a transaction email solution.

A transaction email happens when an action is triggered on your website.

- A user installs your app
- Someone signs up to your website
- Two users perform an action within your website (Friend Requests, PMs, Follow, Likes, Shares etc.)
- A user requests a password reset
- A user changes his or her password
- Your server detects a suspicious login in your email.
- Deposits cash on your site
- Monthly updates (Rank trackers etc.)
- Purchases etc.

In such cases, it is better to utilize a service that specializes in delivering those.

In fact, auto-response itself is a transaction and so Mandrill can be used for that too.

The Mandrill service is one of the undisputed leaders in this segment right now. And we've been using them ever since they launched. Not a single complaint as of now.

//

So to answer your question - if your only requirement is an auto responder with a segmented email sending service - your best bet would be to stay with Mailchimp.

Anything beyond that (Ecommerce, Membership sites etc.) - you tap into Mandrill. :)

//

Amazing thread Mont! Way to give back to the community :)
 
Adobe Echosign gives me a boner. One of the single greatest innovative apps of the interwebz.

If you get as many C&D's as we do and deal with lawyers and contracts on a regular basis, you'll probably agree.. if not.. well, kiss faxing and copying sigs goodbye. Can't believe it wasn't introduced sooner.
 
Mailchimp, Aweber etc are a bulk email sending service or autoresponders ONLY. Mandrill is a transaction email solution.

A transaction email happens when an action is triggered on your website.

- A user installs your app
- Someone signs up to your website
- Two users perform an action within your website (Friend Requests, PMs, Follow, Likes, Shares etc.)
- A user requests a password reset
- A user changes his or her password
- Your server detects a suspicious login in your email.
- Deposits cash on your site
- Monthly updates (Rank trackers etc.)
- Purchases etc.

In such cases, it is better to utilize a service that specializes in delivering those.

In fact, auto-response itself is a transaction and so Mandrill can be used for that too.

The Mandrill service is one of the undisputed leaders in this segment right now. And we've been using them ever since they launched. Not a single complaint as of now.

//

So to answer your question - if your only requirement is an auto responder with a segmented email sending service - your best bet would be to stay with Mailchimp.

Anything beyond that (Ecommerce, Membership sites etc.) - you tap into Mandrill. :)

//

Amazing thread Mont! Way to give back to the community :)

I'm a little unclear on where the line is drawn between MailChimp and Mandrill in terms of the type of content that can be in the email. Is it just that any purely marketing related messages are not allowed on Mandrill? Or is the distinction between the two services just how the emails lists are managed?

For example, if I wanted to send a followup email X number of days after a customer purchased a product to encourage them to buy again would I be able to send that through Mandrill?
 
I'm a little unclear on where the line is drawn between MailChimp and Mandrill in terms of the type of content that can be in the email. Is it just that any purely marketing related messages are not allowed on Mandrill? Or is the distinction between the two services just how the emails lists are managed?

For example, if I wanted to send a followup email X number of days after a customer purchased a product to encourage them to buy again would I be able to send that through Mandrill?

To answer your question, yes - you can!

Follow up emails are basically defined as "Customer Re-Engagement" and it is considered a valid transaction.

Here is a nice write up from the Mailchimp guys, further explaining what transaction emails are - What is transactional email? | MailChimp Email Marketing Blog
 
For those of you who don't know, Evernote and OneNote both will OCR images for you for free. So if you take a picture of something with text on it, you can search them. Org mode is also great too.
 
Nitro PDF Reader also has click to sign PDF documents for free. It's incredibly useful.
 
You can also take a picture of your signature in OSX Preview tool and save it for 1-click signing.