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How to Develop a Successful Marketing Automation Strategy

Marketing is complex and there are many steps involved especially with online marketing. So how do you simplify and make marketing easier?

Marketing is complex. The processes are endless, and there are many steps involved (especially with online marketing).

So how do you simplify everything? How do you make marketing easier?

The answer is automation. We’ll break down what it is below, and how to develop strategies of automation!

 What is Marketing Automation?

It means outsourcing marketing to AIs or robots.

Many programs can take over the routine tasks related to marketing. And specifically, we mean marketing that looks at sending automated messages through:

  • Social media
  • Email
  • Advertising

Set those up, and you save hundreds of hours and thousands of dollars!

But why automate your marketing? What are the pros to doing so, and what are you outsourcing exactly?

We’ll discuss all of those details below!

 The Pros of Automated Marketing

First, it’s effective to the point of becoming a business standard.

As of 2022, 51% of businesses in the US have marketing automation strategies. Plus, 58% of B2B should adopt them throughout 2022.

This makes marketing automation less of a nuance, and more of a requirement. Within the next five years, expect it to be a staple marketing approach!

Second, automated marketing has increased leads for 80% of businesses, with sales productivity rising by 14.5%.

So it’s profitable, and it gives your business the chance to attract more clients!

The third and most obvious advantage is cost-effectiveness. You can now have fewer people on your marketing team.

Through automated marketing, you can outsource routine work to software that’ll track, contact, and generate more leads for you!

With that, you can’t just adopt any marketing strategy you find online. You need to craft a strategy that works for your industry, products, and the kinds of clients you’ll attract…

Developing a Successful Marketing Automation Strategy (5 Steps)

You’ll need to do some manual work before relying automation. This’ll include the following steps.

Research Your Market

One of the cons of automation is that it requires initial input on your part. Automated software does not track new markets and trends by itself.

You need to do research to find out which products work best in your line of service (and) the kinds of customers you want to attract.

 Define Your Ideal Customer

You need a profile of the demographics your marketing targets. You can develop multiple profiles (but not too many). This should be the main result of your research. When creating profiles of ideal customers, focus on metrics that matter to your sales.

For example, let’s assume you’re selling prepackaged diet food that’s sugar free. Your main metric will be obesity levels, and locations where obesity rates are highest. Next, you can look at something like age. Most buying diet food tend to have their own incomes, and are likely to be past their thirties.

You can further hone and detail to your profile through research. Referencing the past example, you can look at the age groups more likely to buy diet food.

Set Your Marketing Goals

Before picking software, you need to define what you’re trying to achieve. You can aim for the five goals below. Though if you’re just starting one, we recommend approaching one goal at a time:

  • Setting up real-time performance measurements. This is needed if you’re trying to A/B test different marketing approaches.
  • Acquiring and retaining more customers. Automation helps you access more targets, while following up better with existing ones.
  • Personalizing your campaigns. When you automate marketing, you can use more of your time to interact in-person with customers.

  Track the Correct Metrics

So you’ve defined your customer profile and marketing goals. Next, you need to define the metrics you’ll focus on. Those metrics should define how successful you are towards reaching your marketing goals.

For example, if your goal is customer retention, then values to look at include:

  • Repeat traffic to your pages
  • % of sales from repeat customers

Or, if your goal is to personalize campaigns, then you should look at metrics such as:

  • Customer satisfaction (through reviews, increased referrals etc.)
  • Frequency of emails from customers

 Pick Automation Campaigns

Choose a software of platform that allows for marketing automation. For example, if your goal is email automation, you can try sales management software such as:

  • MailChimp
  • HubSpot
  • io
  • GetResponse

If your goal is to set up performance measures, then you’re aiming for analytics platforms, such as:

  • Google Analytics
  • Clicky
  • Mixpanel

Maybe you want a platform for SEO automation. In that case, you can try:

  • SEM Rush
  • Moz Pro
  • Ahrefs

 Launch Your Strategy: Review Results

Keep in-mind that marketing strategies are dynamic. You don’t set them in-stone and move on.

You should track their success at fulfilling your goals. This means constantly reviewing and adapting your strategy for the market. We recommend giving your strategy around 2 months before reviewing its performance.

Since this is a long timeframe, you should be testing multiple strategies at once, and comparing each one’s results!

 Build Better Sales Funnels

Sales funnels connect your automated marketing to your store’s “buy now” buttons. You’ll need to modify them too. Why? It’s because while you may have a successful automation strategy that gets you clicks, your funnel may not be convincing enough to keep customers around!

Sales funnels aside, something else you can work on in is…

 Building an Email Auto-Responder

This saves you time, ensuring you can welcome new clients (and update old clients) in record time. You do so by creating segmented lists. Each list contains multiple emails, and the messages you write can automatically be sent to them all at once. Each of course is customized by the platform with the personal data of the client – allowing you to personalize communication with them!

 Wrapping Up

Automation isn’t difficult. It’s like testing a new tool, or adding a new routine in your life. But it’s one that saves you time, money, and gives you better and faster outcomes. Many businesses are adopting it today, so expect it to be a marketing requirement tomorrow!

Tune in to Martech Cube Podcast for visionary Martech Trends, Martech News, and quick updates by business experts and leaders!!!


Yulia Zubova,
Yulia Zubova, an Outreach Specialist from Responsible for promoting on external platforms and building long-term partnerships with other companies.

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