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What is Marketing Automation: The Boost Your Campaign Needs

Julia McCoy
Friday, 28th Jul 2023
What is Marketing Automation?

What is marketing automation? It’s a term that you’ve probably heard, but do you know what it means and how it works? 

Let’s dive into the world of marketing automation and see how it works!

What is marketing automation and is it for you? Let’s find out.

What is Marketing Automation?

Marketing automation means letting computer software handle manual tasks such as updating websites, sending out emails, and engaging on social media. By leveraging automated tools and technologies, marketers can free up time for more strategic initiatives while achieving results faster.

Here are some of the processes that marketing automation software can help you with:

  • Manage customer relationships across multiple channels.
  • Manage customer data points.
  • Categorize customers into groups based on interests or behaviors.
  • Build personalized content experiences tailored to each customer.
  • Monitor engagement through emails or other forms of communication.
  • Optimize campaigns for maximum return on investment.
  • Analyze performance metrics.

Benefits of Marketing Automation

The primary benefit of marketing automation is increased efficiency and productivity – allowing marketers to do more with less time.

Marketing automation also provides better insights into customer behavior which helps inform decisions about product development or promotions that will drive higher conversion rates.

Lastly, automated systems allow businesses to scale operations without hiring more people.

In the next section, we’ll explore how marketing automation works and strategies for optimizing this tool.

Key Takeaway: Marketing automation provides increased efficiency and productivity by automating repetitive tasks, allowing marketers to focus on more strategic initiatives such as managing customer relationships and cost-effective scaling of campaigns.

Screenshot from FinancesOnline

How Marketing Automation Works

Identifying your goals is the first step in setting up a successful marketing automation system. This could include increasing sales leads or improving customer engagement and retention rates.

Once you have identified your goals, start creating an automated workflow that outlines each step as well as any necessary triggers or conditions that must be met before certain actions are taken.

There are many different types of tools that can help businesses implement effective marketing automation strategies. The most popular are:

  • MailChimp for email campaigns.
  • Hootsuite (and Hootsuite alternatives) for social media management.
  • Optimizely for website personalization.
  • HubSpot for lead scoring.
  • Google Analytics for data analysis and reporting.

Once you have chosen the right set of tools for your marketing needs, you can start developing strategies such as segmenting audiences, personalizing messages, testing different email versions, automating follow-up tasks, and tracking performance metrics.

All of these tactics are essential elements of a successful marketing strategy, which can get a huge lift when supported by marketing automation platforms.

Marketing automation solutions can help businesses save time, money, and resources allocated for their digital marketing campaign. By understanding what is marketing automation and exploring different strategies for optimizing its use, businesses can make sure they are taking full advantage of this technology.

Next, let’s look at why automated marketing is important.

Why Marketing Automation is Important for Businesses

Marketing automation solutions help streamline marketing processes while improving customer engagement.

A marketing automation platform takes repetitive tasks off human hands so you have more time for R&D, customer support, and other aspects of the business.

Automation also helps marketing professionals reduce human error which could result in costly mistakes or missed opportunities if done manually.

Automated digital marketing tools allow companies to personalize their messages based on customer data collected from various sources such as website visits or past purchases.

Marketing teams are also able to send follow-up emails automatically to stay on schedule.

Investing in marketing automation software can pay off quickly due to its ability to reduce manual labor costs associated with traditional methods such as direct mailings or telemarketing campaigns, while still providing effective results at scale.

Lastly, many marketing automation platforms offer detailed analytics so you can track and measure results and ensure maximum returns from your marketing investment.

Top benefits of marketing automation according to Statista

All these benefits sound good, but is marketing automation for you?

Key Takeaway: Save time and money with marketing automation while improving customer engagement and retention.

Who Should Use Marketing Automation?

Marketing automation is not for everyone. Who is it for?

Small Businesses

Small businesses can take advantage of marketing automation to optimize their campaigns and improve efficiency. Automated tools such as email marketing software enable marketing professionals to create personalized emails for each customer segment, while also allowing them to respond quickly to inquiries or feedback in real time without having to constantly monitor the system.

Furthermore, analytics data collected through automation can be used by small businesses to gain insights into each customer journey so they can make more informed decisions about future campaigns.


For larger companies with multiple teams, marketing automation provides an easy way to keep everyone organized while ensuring consistency across all channels. Automated systems allow teams to track progress on various tasks in one place while providing insights into how well certain strategies are performing. This type of visibility helps managers identify areas where improvements need to be made so resources aren’t wasted on ineffective tactics.

Nonprofit Organizations

Nonprofit organizations fund their operations through charity. Marketing automation makes it easier for nonprofits to generate and send thank-you messages to donors as well as track donor information for follow-ups.

Automated systems also help ensure compliance with laws related to fundraising activities which are essential for maintaining credibility within the nonprofit sector.

Now let’s look at best practices for implementing a successful marketing automation strategy.

Key Takeaway: Marketing automation is an invaluable tool for businesses of all sizes, enabling SMBs to streamline marketing processes while also helping nonprofits track donor information to ensure compliance with fundraising laws.

How marketing automation works for small businesses

Best Practices for Implementing a Successful Marketing Automation Strategy

Before you begin implementing your marketing automation strategy, it’s important to establish clear goals and objectives.

What is the purpose of your campaign? Are you looking to generate more leads or increase sales? What type of marketing tools do you need?

When choosing marketing automation tools, consider factors such as budget constraints, app features, ease of use, integration capability, and scalability options when making this decision.

Now here comes the fun part: creating content!

Content creation is an important component of a marketing automation strategy. But this tedious task requires long hours of research, writing, and editing. With marketing automation, you can now create content within hours instead of days!

The keys to successful marketing automation lie in knowing your customers, setting clear goals, identifying the right tools, creating killer content, and testing your strategies.

What is Marketing Automation?

Automating content creation is a smart idea for any business, but especially so if you’re a content agency. The power of automation can help you build a thriving company without sacrificing quality. Find out how to use AI like Content at Scale to get it done, or watch our video below:

FAQs – What is Marketing Automation

What is an example of marketing automation?

Surveys are an excellent example of automated marketing. You can conduct surveys after an event like someone purchasing from your store or after updating your product.

What is the main task of marketing automation?

Marketing automation starts with handling prospect interest, lead generation, and lead nurturing through campaigns across a wide range of online and offline channels. Then CRMs take these prospects, track sales and sales opportunities, and manage the customer journey.

What is Marketing Automation? The Future of Marketing

Marketing automation allows marketers to automate tasks, track customer behavior, and measure the success of campaigns. By understanding what is marketing automation and following best practices for a successful digital marketing strategy, businesses can create personalized experiences for customers while saving time and money and driving growth.

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Written by Julia McCoy

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