Tips on how to Implement & Succeed With Marketing Automation

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Emails. Social media articles. PPC campaigns. Wait — another email. Don’t miss that new lead that just downloaded your online program!

The life of a marketer or even business owner is busy . Your brain is constantly swirling with ideas, which usually doesn’t help you get to the bottom level of your never-ending task list. Believe me — because both a marketer plus business owner, I know how this feels.

In the past 20 or so years, new tools and technology have helped simplify some of these tasks … yet this increase has also offered to heighten customers’ expectations: Oh, our audience is expecting forgotten cart emails now? Okay, let me add that to the list…

One technology improvement has made marketers’ lives abundantly simpler, however — marketing automation. This guide will walk you through the ins and outs of advertising automation, including:

Let’s jump in.

marketing and advertising automation. You didn’t think there was a poor guy sitting down behind his computer at 1: 00 AM waiting for new purchases to come by means of, did you?

No, that online store likely has some pre-written and scheduled email automations ready to go out when their own customers complete certain jobs on their website. We’ll speak more about email marketing automation below.

Other marketing automations consist of social media, advertising, and TEXT MESSAGE marketing automation, as well as internal automations that help you handle and triage marketing jobs.

Marketing automation can assist you capture and nurture more (and more qualified) potential clients. Learn more about how to do this in our totally free HubSpot Academy course.

Nearly 70% of advertising leaders are currently using a marketing platform. Of those who are automating advertising, 23% are automating their own content delivery.

Marketing automations can certainly make life easier, but it shouldn’t replace human touch. As I said in the introduction, a recent increase in technology has been met with increased or changed consumer expectations. Marketing software is no exception — consumers appreciate the timeliness and thoughtfulness of automation, but they can also also read between the lines of bot-written copy or stale imagery.

Marketing automation should complement your current marketing and advertising efforts, not replace all of them.

benefits of marketing and advertising automation. A few I’d prefer to highlight include:

  • Efficiency : Wasted time is a marketer’s nightmare. Marketing automation will help you complete repeatable tasks in an efficient plus effective manner.
  • Nurtured leads : It takes a lot of time and power to effectively nurture every single individual lead; however , it’s too important not to. Marketing automation allows you to foster your leads on a bulk scale while still personalizing each lead’s experience with your brand. 70% of the businesses report that the most important advantage of automation technology is better-targeted customer communication.
  • Improved revenue : The more a person nurture your leads, the more leads that’ll likely transform to users. Marketing software can result in increased revenue as more leads become paying customers.
  • Better reporting : Marketing automation streamlines essential marketing tasks and enables you to review and analyze your own activity and its results.

email marketing automations and workflows, email would be an otherwise very manual process.

E-mail automation is typically triggered simply by time or action . Time-based email messages are sent on specific occasions, such as a customer’s birthday celebration (don’t you love those free birthday drinks from Starbucks? ) or a holiday (Black Friday discounts, anyone? ).

Action-based emails are a bit more involved. These automated emails are triggered by actions taken by a website visitor, lead, or customer who then receives an email or series of emails related to that particular activity.

Let’s return to my midnight shopping example. Instead of finishing my purchase and receiving the following confirmation email, let’s state I exit the site with items still in my cart—and within 30 minutes, I receive an email reminding me concerning the forgotten items. This is known as an “abandoned cart” e-mail, and many online stores deploy them in hopes that shoppers come back and complete their purchases. This is an example of an action-based e-mail marketing automation.

marketing automation abandoned cart email


Email automation strategies are among the top three tactics used by email entrepreneurs to improve performance, and e-mail marketing automation has many benefits. The very best one (in my opinion) is how it saves precious time and energy by otherwise invaluable tasks. Automated emails can help you generate prospects and increase revenue, yet that doesn’t mean your own marketing team has to spend all their time sending plus monitoring them. That’s exactly what marketing automation is for.

Learn everything you need to know about email marketing in our free HubSpot School course.

Digital Marketing and advertising Automation

Although email marketing is a common use case intended for marketing automation, it’s not the only person. Let’s talk about other forms associated with digital marketing automation (both external and internal).

Social Media Marketing Automation

Anyone who works in marketing knows how time-intensive social media marketing can be. If you’re likely to do it right, you’ve got to do, nicely, nonstop. Thankfully, marketing software can help. Tools like HubSpot and Hootsuite allow you to routine content, set social media checking filters, and even automate the response process — although this should never replace genuine, human interaction with your fans and customers.

Advertising Automation

You’ve heard of retargeting, indeed? Now … could you think about having to go into every marketing platform and change the copy, graphics, and timing depending on each customer’s individual activities or behavior? Whew, that’d be a lot. Retargeting is definitely an example of advertising automation, because it automatically shifts and smartens its strategy in response to customer behavior. If a customer visits your website, your retargeting automation will respond by exhibiting relevant ads on the websites they browse next.

marketing automation retargeting


Mobile Marketing Automation

As TEXT MESSAGE marketing becomes more popular and effective, companies are adding cellular marketing to their marketing software tool belts. Like emails, text messages can also be automated plus triggered based on time or actions, and they tend to have a higher (and faster) open price than emails.

CRM along with Marketing Automation

Ah, the particular CRM—a marketer’s best friend. Fortunately, your CRM and marketing and advertising automation can go hand-in-hand. A simple update in your database can trigger a whole host of internal tasks, including lead scoring and alerting your sales team in order to new prospects. You can also use your CRM to trigger email workflows, either based on user data or user actions.

marketing automation crm


marketing technologies stack may or may not be your best friend … I know mine sure is.

Do you have a favorite device or two? Let me imagine — a marketing software software (if you’re presently using one) just entered your mind.

I don’t blame you. These tools sure make existence easier and our customers happier. If you’re looking for new tools to add to your listing, or you’re wanting to check out marketing automation for the first time, take a look at the marketing automation software tools we’ve compiled in this post. Here are a handful of of my favorite features:


The HubSpot CUSTOMER RELATIONSHIP MANAGEMENT, as mentioned above, provides several marketing automation features. Like a standalone tool, HubSpot’s marketing and advertising automation allows you to automate a variety of tasks, from setting up basic email workflows to creating a complex network of guidelines to target users with customized emails, live chats, and much more.


Drip specializes in e-commerce marketing automation. It’s mostly used for email marketing and provides e-mail automation workflows, multi-channel marketing, full campaigns, and more.


ManyChat allows you to extend your marketing automation strategy above email. Use this tool to construct a smart bot to engage along with prospects and customers upon Facebook Messenger and more than SMS. While your advertising automation shouldn’t replace a human touch, ManyChat will help you get the conversation started along with prospects — it also records information from prospects and adds it to your CUSTOMER RELATIONSHIP MANAGEMENT.

Sprout Social

I had to incorporate at least one social media marketing automation device on this shortlist. Sprout Social can help lighten the load associated with manual social media tasks — responding to messages, tracking wedding, and measuring audience sentiment. Moreover, Sprout Social provides easy onboarding documentation plus resources so you can hit the floor running.

Create your buyer personas to get to understand your audience before developing your marketing automation workflows.

  • Know your customer journey. A vital determinant of successful advertising automation is meeting your lead wherever they are. You can’t do this unless you know their particular journey to become your consumer. Map out your customer journey and match your marketing and advertising automation to those lead levels.
  • Review on a regular basis. Although marketing software is pretty hands-off, it is not a one-and-one strategy. Review your marketing and advertising automation workflows on a month-to-month, quarterly, and yearly time frame. Your automation should change as your business, products, plus customers do.
  • Check out this blog article for more marketing automation ideas.

    Automate Your Marketing to Grow Better

    Marketing automation may seem like a lot to learn in advance … but imagine what it’ll feel like to kick back and relax once you’ve got everything in place. OK, maybe not relax , but marketing automation will definitely help you shorten that to-do list.

    From email marketing to advertising and retargeting to internal tasks, marketing software can help you save time, energy, plus money — and create your customers’ lives easier and happier. It truly is the marketer’s best friend.

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