This marketing automation guide template has 10 pages and is a MS Word file type listed under our sales & marketing documents.
Sample of our marketing automation guide template:
A Brief Guide on Marketing Automation What You Should Know to Increase Leads and Sales Table of Contents Introducing Marketing Automation 3 What is Marketing Automation? 3 Why is Marketing Automation Valuable? 4 How Does it Work? 4 Marketing Automation Tools Your Business Needs 5 1. Collect and Analyze Data 5 2. Email Automation 5 3. Email and Post Scheduling 6 4. Retargeting 6 How Can Marketing Automation Help Your Business? 7 Eases Your Work Load 7 Lets You Focus on More Important Tasks 7 Helps You Know Your Customers 7 Improves Access to Data 8 Builds Brand Image among Customers 8 Saves Time, Money, and Other Resources 8 Tips to Use Marketing Automation 9 1. Figure Out Your Business Needs and Goals 9 2. Choose a Competent Automation Tool 9 3. Get Familiar with the Software 9 4. Test and Evaluate the Effectiveness 10 Final Thoughts 10 Introducing Marketing Automation The marketing sector is getting more competitive by the day. Your marketing and sales team could be your best find, but their workload leaves them with less time. In turn, it becomes a hurdle to creating more creative and efficient plans. AI has made our lives easier. From kitchen essentials to smartphones, it has reduced our burden in many ways. What a microwave oven is to the kitchen is what marketing automation is to marketing. In other words, marketing automation helps you speed up the process, create more leads and drive more returns. For marketing professionals like you, your search for a magical tool ends here. Businesses that utilize marketing automation can benefit from high efficiency and low cost. The process is straightforward but could sound overwhelming. So we have developed this ultimate guide to marketing automation that will help you get started. What is Marketing Automation? Marketing automation is the process of using tools to automate your marketing tasks. For instance, if you are posting on social media regularly, it could be a daunting process to keep posting for a specific period. In such cases, you could use software and schedule your posts well ahead of time. This software comes under the umbrella of 'marketing automation.' So you want to send repetitive emails, ad campaigns, track customers on your website - leave it all to marketing automation. Get back to your team and work on your next brilliant campaign plan. Why is Marketing Automation Valuable? To begin with, marketing automation frees up a lot of your team's time. Usually, your team might put hours of their work into sending emails, scheduling posts, replying to potential customers, analyzing data, and retargeting ads. Essentially, it simply means they spend less time on creating ideas and planning campaigns. With marketing automation, your team can do what they are best at. They can stop worrying about manual, repetitive tasks and get to the root of strategies and customer retention. How Does it Work? Marketing automation is used for different needs. According to each need, the way marketing automation works differs. For instance, if you are on the lookout for valuable data, automation helps a lot. When your customer visits your website, adds a product to the cart, checks out, subscribes to your mailing list, or clicks on your ad, marketing automation collects and provides you with categorized data. So if you are planning an ad campaign for a specific product, you can source the data of potential customers and create a better marketing strategy. After tracking their behavior, marketing automation also helps you target, retarget, and market. You can feed your tools with information like the kind of messages to send, the sort of customers you want to target, etc. You are all set; get the right engagement and convert them. Marketing Automation Tools Your Business Needs There are different kinds of marketing automation tools available. You can decide on your needs based on your business and industry. However, in this digital era, four marketing tools fit every business. Before getting into the different tools you could choose, decide on your goals and select specific tools that accelerate your marketing plans. Collect and Analyze Data Any business needs data and analytics to understand the market and customers. Often businesses spend time collecting data and find it tough to sort it and create a strategy accordingly. By choosing an automation software, you save time and resources and gain valuable insights. Automation software collects all the information with just one click. You can access data regarding customers, sales, returns, and beneficial campaigns. With this data, you will know which campaign drives results and which campaign to focus on. Say your '10 Tips to Fresh Mornings' have been clicked and read more by your subscribers. You can plan to curate another article of a similar kind. In this way, it helps you know more about your customers. Email Automation Sending out emails to your new customers and subscribers will create more interaction. It will gain the attention and interest of your customers
