Marketing automation is a process, not a task. It’s a process that helps you automate marketing tasks. Therefore, marketing teams spend less time on low-value tasks and more time on high-impact activities. This will allow your business grow and not increase your budget.
The steps to setting up marketing automation are:
1. Identify your marketing automation goals
It’s essential to identify your marketing automation goals before implementing them. Marketing goals can vary from campaign to campaign, but some common goals include:
- Increasing website traffic
- Generating more leads
- Converting more leads into customers
- Increasing customer loyalty and retention
- Generating more revenue
Be sure to identify what you want to achieve with marketing automation. In doing so, you’ll determine which platform and strategies are best for you.
2. Draft an automation strategy
Build a pipeline by collecting valuable marketing data, segmenting it based on customer behavior, and establishing marketing goals. The next step is to develop a marketing strategy that will help you reach your goals. The best way to do this is to review when each task that needs to happen and in what order. After that is outlined, you will be able to create the best automation for that specific goal or task.
3. Select the platform you’ll need
You should focus first on what you want from your campaign rather than getting bogged down with how to do it. If your goal is to increase website traffic, you’ll need a tool to track website analytics. If your goal is to generate more leads, you’ll need a tool to gather lead information.
It’s essential to select the\\tools that will best help you achieve your marketing goals. You don’t need to use every feature available; focus on the tools to help you accomplish your most important goals.
4. Set up your automation system
It should be an automation system that fits your team’s specific needs. Setting up marketing automation is a great way to invest in your marketing efforts. You will need to review your goals and software to create the best automation to save you time and money.
When setting up a system, it’s essential to focus on three things: people, process, and technology.
5. Test and refine your marketing automation system
You’ll want to make sure you test and refine your strategy so that it is personalized and targeted towards the specific behaviors of each customer. In this way, you’ll be able to maximize the engagement rates for each client. This process is successful because it saves time and money. It also helps your company get more Return On Investment (ROI).