What Is Marketing Automation?

Marketing automation uses software to perform marketing tasks and launch predetermined campaigns across several different channels at scheduled intervals. By setting a schedule, the software is able to perform many repetitive tasks for you, giving you time to focus on other activities.


It helps you understand your customers

Customers are also looking for things that guarantee they are a priority. Giving your primary customers access to sales and events before the general public will make them feel special and valued.

Enables the implementation of complex strategies

Strategic marketing communications isn’t just about repeatedly reaching out to your contacts it’s about considering and mapping out when interactions with prospects or customers will be most meaningful.

Allows your team to focus on higher level tasks

Automation solutions are increasingly prevalent in digital marketing and help marketers become more efficient. And by automating some of the manual, repetitive tasks they normally have to do themselves.

It saves you time and resources

Marketing automation can help you save time, improve engagement, optimize your marketing and benefit your bottom line through workflow automation.

How does it works?

Marketing automation allows you to use a digital platform to market your products consistently and effectively. By doing repetitive tasks for you, it allows you to be more productive in other ways and also gives you the opportunity to work directly with your customers.

Best practices

Be specific about what you want to achieve

Gather all the data you have about your current marketing strategies and set goals for what you want to achieve with automation. Then you will be able to measure your progress.

Think about how you want to segment your audience

It benefits you the most when it is as targeted as possible. Who you should target depends on your products or services and your customer base. Segmentation is a key element of successful automation, so spend time on it.

Create a flowchart

Figure out when you want people to enter your workflow, to join your subscriber list and then determine when to move those people forward.

Test everything

Track how your campaigns are performing with A/B testing. Try different subjects, images, messages or post times to find what resonates most with your audience. If one of your targeted messages isn’t doing well, you can use this information to improve your next campaign.


Once you’ve decided on your goals, created your messages, and decided on the criteria that will drive your workflow, you can begin to cultivate lasting relationships with your customers.