​​Wish to enhance the effectiveness of your advertising and marketing campaigns, create extra environment friendly crew processes, and improve your buyer expertise?

You want advertising and marketing automation.

Advertising automation has grow to be standard over the previous decade, and for good motive.

As entrepreneurs face an ever-growing variety of channels and platforms the place they should meet their prospects, advertising and marketing automation presents a useful alternative to avoid wasting time. It permits them to dump handbook duties to allow them to give attention to high-priority tasks.

On this article, we’ll look into what advertising and marketing automation is and the way it works, spotlight some standard advertising and marketing automation instruments, and canopy just a few examples of what it appears like in the actual world.

What Is Advertising Automation?

Advertising automation is a catch-all time period for software program and instruments that handle advertising and marketing duties, processes, and workflows with no need human contact.

Entrepreneurs have busy schedules and should accomplish many duties on any given day. By leveraging advertising and marketing automation software program to deal with easy, repetitive actions, entrepreneurs can unencumber their time to give attention to extra necessary and time-consuming priorities.

This doesn’t simply profit particular person entrepreneurs or advertising and marketing groups; it additionally helps maximize effectivity throughout a complete group and, in the end, enhance what you are promoting’s backside line.

Advertising automation might help companies in a number of methods, together with:

  • Dashing up advertising and marketing crew processes and saving time.
  • Enhancing crew and particular person productiveness.
  • Producing and nurturing relationships with leads.
  • Enhancing buyer expertise and retention.
  • Lowering working prices.

From electronic mail advertising and marketing campaigns to prospect segmentation, advertising and marketing automation simplifies enterprise processes to ship a greater buyer expertise.

Is Advertising Automation The Similar As A CRM?

Whereas advertising and marketing automation and customer relationship management (CRM) software are intently associated, they aren’t the identical factor.

The 2 serve totally different functions – although, when used collectively appropriately, they are often extraordinarily complementary instruments that supercharge your buyer journey.

So, how precisely are advertising and marketing automation and CRM totally different?

Whereas advertising and marketing automation is concentrated on automating and optimizing marketing-related duties, CRM software program is primarily used to bolster the efforts of your gross sales and customer support groups.

Your CRM offers a house to your buyer and prospect knowledge, comparable to details about them, their buy exercise, and notes from any interactions or gross sales calls. It offers a single supply of fact to your gross sales, service, and advertising and marketing groups to supervise buyer relationships throughout the sales funnel.

That is separate from advertising and marketing automation workflows – however each may be built-in to optimize your advertising and marketing efforts based mostly on buyer knowledge.

Typically, CRM corporations may even supply advertising and marketing automation instruments, as they’re designed to work hand-in-hand.

What Does Advertising Automation Do?

Advertising automation permits companies to optimize their advertising and marketing methods and campaigns and contributes to steer era and nurturing by automating advertising and marketing workflows.

With a advertising and marketing automation platform, you’ll be able to create a extra customized buyer expertise with out all of the handbook effort.


You may arrange the software program to assemble details about each lead or prospect and use that knowledge to serve each individual the right content at the right time.

You merely inform your advertising and marketing automation instrument what knowledge to assemble and the right way to put that knowledge to good use.

A number of widespread issues you are able to do with advertising and marketing automation:

  • Increase your electronic mail advertising and marketing by automating your electronic mail campaigns. You may arrange workflows the place prospects or prospects are despatched well timed, customized emails based mostly on explicit actions they take. For instance, when you go to a web site and put an merchandise in your cart after which go away, that enterprise may use advertising and marketing automation workflows to set off an electronic mail to you saying, “Don’t neglect about that merchandise in your cart!”
  • Optimize your advertising and marketing campaigns by workflows that serve leads with particular messaging based mostly on the place they’re of their journey with what you are promoting and what channel you’re assembly them on – be it social media, electronic mail, in-app, or elsewhere.
  • Collect insightful analytics on the efficiency of your advertising and marketing campaigns and the way successfully you’re producing and changing leads. Advertising automation can present deeper insights into how effectively you’re participating your prospects, and the place the gaps you want to fill are.

How Does Advertising Automation Work?

So advertising and marketing automation sounds nice, however how does it truly work?

Each interplay you’ve got with prospects or potential leads – whether or not or not it’s an electronic mail change, a web site go to, or a social media engagement – offers you with knowledge on that particular person.

Advertising automation platforms don’t simply retailer that knowledge; they analyze it after which put it to good use.

With advertising and marketing automation software program, you’ll be able to phase your leads based mostly on particular standards comparable to curiosity or conduct.

Then, you’ll be able to arrange campaigns to robotically serve tailor-made messaging to those leads based mostly on totally different set off occasions, actions, or customer journey stages.

You may create workflows based mostly on pre-configured templates or construct them from scratch based mostly in your particular wants.

Upon getting arrange the workflows you want, you’ll be able to depend on your advertising and marketing automation software program to do the remaining. All you must do is test on the analytics and reporting frequently to be sure to’re getting probably the most out of your workflows.

Advertising Automation Platforms

There are a selection of various advertising and marketing automation platforms that exist, providing a spread of various functionalities and options.

For the sake of this text, we are going to spotlight just some.


ActiveCampaign is a well-liked advertising and marketing automation instrument that allows you to pull knowledge from channels like social media, dwell chat, touchdown pages, SMS, and extra.

Some key options embody:

  • Superior reporting to find which advertising and marketing marketing campaign automation is working greatest for you.
  • Signal-up types. With customized types and touchdown pages, you’ll be able to accumulate emails, phase your viewers, and set off automation.
  • Notification emails let you understand when to observe up along with your leads.


With Klaviyo’s advertising and marketing automation capabilities, you’ll be able to ship customized messaging to your prospects on the proper time.

Key options embody:

  • Habits-based automation that initializes messages based mostly on particular knowledge and occasions.
  • Superior segmentation that means that you can goal folks based mostly on a selected demographic profile.
  • AI-driven optimization that makes use of knowledge prediction that can assist you proactively attain out to prospects.


Customer.io helps you enhance your messaging workflows by automating them for you throughout emails, push notifications, SMS, and extra. Some key options embody:

  • In-app message automation that may be mixed with electronic mail, push, and textual content.
  • A visible workflow builder that can assist you design a greater buyer expertise.
  • Advert viewers sync that tracks your advert audiences throughout platforms and syncs them along with your segments with none want for CSV information.


Finest generally known as an electronic mail advertising and marketing platform, Mailchimp additionally gives various totally different advertising and marketing automation instruments, together with:

  • Retargeting advertisements that are designed to re-engage individuals who have visited your web site and encourage them to return.
  • A buyer journey builder the place you’ll be able to create automation workflows that work greatest to your prospects and your objectives.
  • Transactional emails to speak along with your prospects once they take a selected motion.

Examples Of Advertising Automation

Now that we perceive extra about what advertising and marketing automation is and the way it works, let’s cowl just a few fast examples of various advertising and marketing automation workflows.

Reminder And Re-Engagement Emails

You purchase a skincare product from a model. Primarily based on buyer knowledge, the corporate is aware of that the majority prospects will run out of the product inside three months.

So, it makes use of advertising and marketing automation to robotically ship you an electronic mail round three months after your buy to encourage you to purchase a brand new product.

Suggestions Surveys

You attend a webinar hosted by a tech model.

As soon as the webinar is over, you obtain an automatic electronic mail with a survey asking you to fee your expertise and supply any suggestions. This knowledge is then submitted to the corporate.

Gives And Offers

You join a loyalty program by a model. You instantly obtain an SMS with a suggestion for 15% off as a brand new buyer.

Onboarding Info

You join a brand new service. Inside just a few days, you obtain an electronic mail providing ideas for the right way to greatest use the service as a brand new consumer.

Improve Your Advertising Technique With Automation Instruments

We may all use extra time within the day, and that is very true for entrepreneurs. With so many simultaneous duties and duties to take care of, entrepreneurs can use all the assistance they will get to streamline their day.

It’s no shock, then, that advertising and marketing automation has grow to be such a strong and useful instrument for companies throughout industries.

With advertising and marketing automation, you’ll be able to optimize your advertising and marketing efforts and provides your crew time again.

However extra importantly, advertising and marketing automation might help you create a seamless, pleasant buyer expertise that may flip prospects into leads, and leads into loyal prospects.

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Featured Picture: Andrey Suslov/Shutterstock


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