How to Create an Awesome Marketing Automation Strategy

marketing automation strategy

Over 75% of marketing organizations now use marketing automation. With automation, you can save time on repetitive tasks, personalize communications, and improve your ROI. About 80% of marketers notice an increase in leads after automation processes.

Not sure how to develop your marketing automation strategy? Read on for the tips you need for successful automation today!

Gather Info

First, learn as much as you can about your audience, competitors, and marketing. Gather your:

  • SWOT analysis
  • Total addressable marketing analysis
  • Customer research
  • Competitor analysis

Gathering these documents can help inform your automation decisions.

Audit Activities

Audit your existing marketing activities to decide which will benefit from automation.

For example, you might want to automate:

  • SMS marketing
  • Email marketing
  • Invoicing
  • Review and reputation management
  • Referral programs

Talk with members of your team to determine what activities they repeat on a regular basis. Chances are, you can automate some of these activities, allowing your team to focus on more complex tasks.

Consider the Journey

Review the customer journey to determine where automation can help buyers. Where are your customers experiencing problems? Use automation to streamline customer experiences with your brand.

The buyer’s journey includes the awareness, interest, consideration, and sales stages. Use automation at each stage without compromising the buyer’s journey.

Don’t automate any processes that benefit from a human touch.

Identify Trigger Points

Determine what goal you want to achieve through automation. Then, determine what trigger is needed to launch an automated activity.

Triggers include:

  • Not opening emails
  • Downloading gated content
  • Purchasing a specific product
  • Completing a form
  • Clicking a certain email link
  • Abandoning a shopping cart

Map out the process to determine what triggers align with what goals to develop your automation sequence.

Then, start creating content based on where a consumer is in the buyer’s journey. For example, customers at the beginning will need educational content. You can use a pop-up encouraging them to download an eBook.

Use automation software to develop your process and improve the buyer’s journey.

Review the Data

About 77% of automation users notice an increase in conversions after using automation software. Many saw their marketing overhead reduced by 12.2%. Once you begin using marketing automation, review the data from your efforts.

Confirm the automation software is helping you accomplish your goals. For example, is it helping you nurture leads, increase sales, or improve your ROI?

Determine what key performance indicators (KPIs) you want to track. If automation isn’t helping you accomplish your goals, you might want to continue making changes. Consider partnering with a company that can help you improve your process.

With help, you can accomplish your goals while saving time and money using automation.

Develop Your Marketing Automation Strategy Today

A strong marketing automation strategy can help improve your ROI. You can nurture leads, generate repeat sales, and start growing your business. Use this marketing automation guide to build your process today.

Remember, working with the right company and platform can make all the difference.

Want to learn more? Schedule your demo today!

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