How To Automate Your Marketing Campaigns


Automating your marketing is a great way to streamline the process and free up more of your time. If you’re not sure where to start, this article will give you everything you need to know.

How to automate your marketing

Before you choose any kind of automation software, it’s important to focus on three things: 

  • Your customer’s journey through choosing, buying, and using your product or service
  • The marketing strategy you’ll use to attract and convert customers
  • What you feel most comfortable doing

These are the first steps of any good marketing campaign. If you map out your marketing processes, getting your ideal customer to choose your product or service will be a breeze. 

How To Automate Your Marketing Campaigns

Step 1: Define your marketing goals

The first step in planning any marketing campaign is establishing exactly what you are trying to achieve. Defining your goals gives you a clear sense of what ROI (return on investment) should look like, while shaping the approach and direction of your marketing efforts. 

Step 2: Pick your marketing automation platform

As you can imagine, a wide variety of marketing automation platforms are available, each designed to suit varying needs and budgets. It’s essential to establish which marketing automation solution is best for your business (consider cost, user experience, compatibility with your CRM, etc). 

Step 3: Integrate your marketing automation platform with your CRM

CRM integration allows you to close the loop between sales and marketing, creating an efficient and productive system where communication is maximised, and unnecessary leg work is minimised.

Step 4: Set up your automations

Automation or “workflow” tools allow you to set up automatic marketing processes that are triggered by particular actions or activities. For example, when a prospect enters your database, they will receive automated nurturing emails that are appropriate to their designated persona group. If they interact with your content enough and achieve a certain lead score, you can strike while the iron is hot and pass them on to your sales team for contact, increasing your chances of making a sale. 


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