What is Marketing Automation ?

CRM for Marketing Automation

Marketing Automation is all about using software to automate many of the online marketing activities to give a well defined customer experience for the prospective customers and exiting customers.

There are many marketing activities that are repetitive in nature like email marketing, social media posting, social media campaigns etc. that can be automated using the marketing automation software.

Most of the marketing automation software facilitate creating and managing marketing activities based on the customer journey and help create the content according to the stage of buying.

In a nutshell Marketing Automation helps organizations send automated messages across email, web, social and text. The messages are sent based on pre defined set of instructions that are called processes / workflows that are defined by templates.

Automation of these activities helps in lead nurturing, lead scoring and lead generation and improve the quality of the leads that are handed over to Sales Teams. 

Marketing Automation Common Features and Functions

Emails designed for sales generation within email marketing initiatives.
Email Marketing

Email marketing is a digital marketing approach that involves sending emails to a list of subscribers. It can be used to achieve a variety of objectives, such as generating sales, raising brand awareness, or nurturing leads.

Landing page tailored for digital marketing strategies to boost online presence.
Landing Pages and Forms

Landing pages and forms are essential tools for increasing online engagement. Landing pages entice visitors, while forms collect vital information, allowing for effective lead generation and consumer contact in digital marketing campaigns.

Strategic campaign management visualized for efficient marketing initiatives.
Campaign Management

Campaign management is the strategic coordination and monitoring of multiple marketing initiatives, including planning, execution, optimization, and data-driven analysis. It includes tracking costs, returns, and correlating leads with specific campaigns.

Image illustrating the lead scoring technique for assessing potential consumers.
Lead Scoring

Email marketing is a digital marketing approach that involves sending emails to a list of subscribers. It can be used to achieve a variety of objectives, such as generating sales, raising brand awareness, or nurturing leads.

Depiction of how tracking assists in optimizing engagement on a website.
Website Tracking

Website tracking entails recording and analyzing user interactions on a website, such as page views, clicks, and other actions. This data assists organizations in better understanding user engagement and optimizing website performance.

Visual representation of focused marketing strategies through targeting.
Targeting and Segmentation

Targeting is the process of identifying and directing marketing efforts toward certain audiences. Segmentation entails separating a large market into distinct segments based on shared criteria in order to develop specialized strategies.

Visual representation of targeting high-value accounts in ABM strategies
Account-Based Marketing

Account-based marketing (ABM) is a strategic approach to marketing that targets individual high-value accounts with personalized engagement and customized campaigns in order to generate corporate growth and success.

Illustration depicting content driven by user behavior for enhanced engagement.
Dynamic Content Serving

Dynamic content serving is the real-time customization and delivery of website or application content depending on user behavior, preferences, or contextual factors, boosting personalization and user engagement.

Active engagement within an online community fostered by social media.
Social Media

A social media platform allows users to produce, share, and engage with content. It promotes online communication by linking individuals and communities all over the world via various channels and forms.

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How does Marketing Automation works ? 

There are three major elements that are involved in Marketing Automation for adding value.

Automated campaign builder for intelligent multi-channel communications.

Most of the Marketing Automation applications have campaign management where you can send templated emails based on segmentation of the target list. An email campaign that is designed sends different email templates to different segments. And as and when a new target is added to one of these segments, the email is sent to the email id. 

Now a prospect can move from one segment to another segment based on the monitored response. 

Typically the automated campaign builder is a visually.

Most of the marketing automation software comes with website visit tracking with cookies. When a target audience clicked on the URL that was sent in the email and access multiple pages, marketing automation software capture this information. These visitor activities in turn can be a decision factor for sending another automated email with the intelligent campaign tool. At the same time the visitor reactions can be capture and measured by lead scoring mechanism.

Marketing Automation software comes with an easy to use landing page builder that can also helps in adding forms to it. Most of the assets like white papers, case studies, product data sheets and infographics can be release based on some information provided by the visitor. Once a visitor fills any of the forms, he can be identified precisely and again person specific content can be sent from then onwards.

Mautic is one of the leading open Marketing Automation platform and more information is available here

Bhea is a company involved in Customer Relationship Management which includes Marketing Automation. Contact Us for having a demo of Mautic.

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