September 21, 2023

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marketing automation drip campaign

How to Create a Successful Marketing Automation Strategy [6 Steps]

Stick to this 6-step guideline to support you apply a profitable promoting automation method. 

Promoting automation is insanely effective for any small business. Utilizing promoting automation software package is just one of the ideal methods for enterprises to conserve time and energy though boosting revenue. To pull this off, you are going to need to have to use the right marketing and advertising automation technique. 

A well-planned automation strategy makes certain you supply the correct messages to the suitable people today at the appropriate time. Ultimately, this signifies your advertising automation resources will execute far better, and your strategies will obtain a lot more effective results. 

In this information, we’ll split down the basic methods you require to take to produce a profitable marketing automation strategy.

  1. What is Internet marketing Automation?
  2. Why You Want a Cautiously Prepared Advertising Automation Strategy
  3. What Can You Include things like in Your Internet marketing Automation System
  4. How to Make a Promoting Automation Approach: 6 Measures
  5. Comprehension the Shopper Journey
  6. Advertising Automation Computer software

What is Advertising Automation?

As the name indicates, advertising and marketing automation is the procedure of automating several marketing and advertising and income jobs. By applying the appropriate internet marketing automation tools and workflows, you can crank out qualified prospects, nurture them, and go them alongside to your gross sales funnel – all immediately. 

A significant target of this is sending automatic messages to particular customers and prospective customers, and quickly concentrating on people who get specified actions online. 

Advertising and marketing automation is accomplished by means of automated messaging based on triggers. In essence, a lead indicators up for your mailing checklist and is despatched an automatic email. They simply click on the electronic mail and are despatched a further e mail. They click on on that email, and another, connected e mail sends to them. 

This is a simple case in point of an e mail drip marketing campaign, but it is a very good illustration of how marketing automation options perform.

Automation triggers could also be things like abandoning a buying cart, or viewing a specified internet website page.

Eventually, promoting automation assists advertising teams preserve time devoid of lacking any important advertising and marketing alternatives. Automation also makes certain you send out highly targeted, suitable messages to the right leads at the ideal time.

marketing automation drip campaign
Case in point of an automated e-mail drip campaign

Why You Will need a Carefully Planned  Marketing and advertising Automation Approach

Advertising and marketing automation is all about sending the ideal content material to the ideal person at the right time. You need to have to have a very carefully-planned advertising and marketing automation strategy to realize this. 

When advertising automation is not built to swap your existing e-mail advertising and marketing techniques, it is made use of to incorporate a precious enhance. With promoting automation, you can guarantee all qualified prospects get despatched the same essential information. You can also deliver particular, targeted information primarily based on distinctive steps.

This will help you reach quite a few matters. It can support to nurture and heat up new prospects. It can offer you valuable sales and advertising materials to folks at the proper time – like welcome reductions. It can also support you present a extra personalized electronic mail marketing and advertising working experience. 

There are different advertising automation strategies that exist, but the most significant detail to try to remember is to add value to the prospect. To obtain this, you’ll need to have to recognize what the prospect is intrigued in and where by they are in their buying journey. 

This is the place a meticulously prepared marketing automation strategy will come into enjoy. 

What Can You Involve in Your Marketing and advertising Automation Tactic?

Advertising and marketing automation software can assistance you do a lot of diverse matters. Although it’s critical to conserve time and automate wherever possible, it is also important that you do this strategically. If you automate way too many regions of your communications, you will reduce personalization and possibly harm your in general promoting initiatives. 

So, what can you automate?

The most prevalent promoting automation procedures include direct nurturing sequences, automated revenue sequences, and welcome sequences. These are normally the ideal methods to consider. 

Don’t try out to automate processes that require human involvement. If the method is not predictable or repetitive, then never automate it. 

The whole issue of automation is to preserve you time and let you scale extra quickly, whilst nevertheless supplying remarkably targeted marketing and advertising ordeals. Even so, if the buyer knowledge is hurt by advertising automation, then phase in as a human.

marketing automation strategy

How to Create a Marketing Automation Strategy: 6 Techniques

Even though every single small business and marketing tactic differs, the same approach to producing a advertising automation method applies. Here are the methods you can get to enable you obtain accomplishment with marketing automation. 

1. Established a Target

Often get started with the close in brain. 

You have to have to know what you want to accomplish with your marketing automation strategy. All of your automated written content and messages want to build up and align with this end aim. 

By setting up with a objective, you can produce a sequence of messages, or internet marketing steps, that direct up to this goal. 

Make confident the target is measurable so that you can regulate your marketing automation marketing campaign to aid you attain it.

2. Established a Bring about

Marketing and advertising automation can only materialize if you have a cause. This is the function, or motion, that launches the automatic promoting exercise. 

The detail that triggers your automatic strategies desires to relate to the conclude aim you are trying to accomplish. 

What can a induce involve? This could include any motion that the consumer takes (or does not acquire). Some typical triggers include things like:

  • Finishing a guide seize type (and receiving a welcome drip campaign)
  • Purchasing a specified product or service
  • Abandoning a buying cart
  • Clicking a certain hyperlink in an e-mail
  • Not opening e-mail
  • Signing up to a mailing checklist on a specific landing site
  • Downloading a piece of gated written content

Depending on what motion is triggered, a similar marketing automation sequence can abide by. This is helpful for the reason that the sequence can be personalized dependent on the trigger.

3. Produce Your Promoting Information

Now you want to get ready the information that you are likely to automate. This must be done with your end goal in intellect. 

The form of content material you generate really is dependent on who your viewers is and what you are seeking to realize. 

Though this will differ with every single marketing and advertising automation marketing campaign, make guaranteed to include price and emphasize added benefits. This will assistance make any type of marketing campaign more powerful. 

When creating your internet marketing automation articles, usually keep in mind the buyer’s journey. Your goal must be to send the right message to customers at the related stage of their journey

When this may possibly audio elaborate, it’s definitely not. The general concept is that you ought to deliver instructional content material if a consumer is at the top of the funnel, or in the early phase. Only push a sale if they are all set for it. If you mail profits-centered material far too before long, a lead will not be fascinated. 

You can adhere to our complete guide to e-mail advertising illustrations to enable you understand the different types of internet marketing messages that you can send out. 

buyers journey

4. Generate Your Audience Segments

This is an critical element of marketing automation that many folks forget. 

The moment your end users have established off a set off, and have been sent campaigns, they will finish up having an motion. The different steps that users choose need to consequence in them currently being despatched to unique lists.

Undertaking this allows you send much more personalised and applicable content material to each and every list – which will help you reach better advertising final results.   

If all of your qualified prospects are in just one listing, your messages won’t always be applicable to just about every direct. This is a speedy way to get your prospects to unsubscribe or ignore your messages.

5. Put into practice Your Marketing and advertising Automation Tactic

Now you have every little thing geared up, the next stage is to place your marketing campaign into motion. 

To do this, you will need to use the proper promoting automation software program. 

With a tool like Wishpond, setting up automated advertising strategies is uncomplicated. The fantastic point about Wishpond is that you use a one platform for generating leads, taking care of your e mail marketing campaigns, placing up automations, and managing your qualified prospects. This is all interconnected. 

6. Review Your Campaign and Keep an eye on the Results 

Advertising automation is all about environment it and forgetting it. Even so, this does not suggest you ignore your strategies as before long as you have released them. 

It’s vital to keep an eye on your marketing campaign effectiveness above time. Create what KPIs and metrics you will need to observe to watch the success of the campaign. This ought to be related to your all round campaign objective. 

By checking overall performance you will be equipped to make adjustments and changes to the campaign as you need. You will also be equipped to know when you have attained your objective, and if your marketing and advertising automation strategy requirements to be ended. 

Being familiar with the Client Journey

Any successful marketing automation system is constructed around the shopper journey. So, it’s essential to fully grasp what this seems like for your enterprise. 

This is some thing that will vary concerning B2B advertising and B2C advertising and marketing. Commonly talking, B2B promoting has a extended sales cycle than B2C. 

The purpose this is important is that the main function of marketing and advertising automation sequences is to make a lot more profits. This implies that when sales opportunities arrive at the conclusion of your e mail sequence, they will require to be placed into your revenue funnel. This is wherever marketing and advertising and product sales automation functions with each other. 

So, you will want to have a obvious map of what your advertising and marketing funnel looks like, then generate your automation strategies to align with this. 

When funnels and income cycles can vary, there are a few principal sections of your advertising funnel. These are:

  1. Awareness stage – When a prospect discovers your model (lead generation). This is obtained by increasing brand name consciousness by way of a potent social media existence, publishing academic information, lookup motor optimization, and meeting your goal audiences right before they’re actively seeking to make a invest in.
  1. Curiosity and thing to consider phase – When the prospect appears to be into your brand name and considers you as the remedy to their issue (lead nurturing). This is attained by marketing strategies like email promoting automation and strategic content material marketing and advertising (webinars, video clips, and so forth).
  1. Income – When the prospect decides to make a order (conversions). This is seriously the place the marketing and advertising journey ends, and a profits rep normally takes above.

At every single phase, your electronic mail information demands to be relevant. At the very same time, you need to have to segment sales opportunities dependent on their actions in each individual phase.

So, recognize the buyer working experience and the journey they would acquire from getting your manufacturer to turning out to be a consumer. This will help you create a far more pertinent, targeted, and prosperous marketing automation strategy. 

Promoting Automation Software

Any wonderful marketing and advertising automation strategy is only as very good as the application utilised to energy it. You are not able to operate automatic campaigns with out a advertising automation resource. 

Your software program is what allows you established up automated workflows, which is what allows you determine triggers, section prospects, and a lot more. The best promoting automation option must make this quick to set up when providing a great deal of choices for your automation journey. 

Wishpond’s promoting automation system is just one of the best solutions. With Wishpond, you can effortlessly set up automated workflows centered on a broad selection of factors. Handle your prospects from the integrated sales opportunities databases, and program automated email messages through the e-mail advertising program. The system also contains different lead-era instruments to help kickstart your marketing and advertising automation campaigns. 


Advertising automation is less complicated than you feel. Any small business could (and ought to) be employing it to make far more product sales. You just have to have to have a nicely-prepared advertising and marketing automation system to get this correct. 

By following the actions and ways earlier mentioned, you will be able to achieve improved success from your automation strategies, help you save time, and increase the way you mature your enterprise. 

Want to study extra about marketing and advertising automation? Check out some of our connected guides below: