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If you want your business to be as successful as possible, you’ll need to continually develop ways to save extra time. Fortunately, automation software is one of the most efficient ways to do so. By using automation to handle certain marketing tasks, you’ll be able to boost overall productivity like never before. But, not everyone knows what they should about how to automate marketing processes.

Not sure where to start? Don’t worry, we’ve got you covered.

Let’s take a look at everything you need to know.

What Exactly Is Marketing Automation?

As the name suggests, marketing automation involves using automation software in order to handle marketing-related obligations. Tasks that normally would require human input can be completed entirely by a computer in order to save as much time as possible.

One of the most useful ways that entrepreneurs utilize marketing automation is through tools known as tripwires, which elicit an immediate response based on the actions of your target consumer. For example, if someone scrolls a certain distance down a webpage, a menu asking for their contact information may appear as a direct response.

Put simply, marketing automation aims to save time while simultaneously allowing human employees to focus on more complex issues.

What Tasks Are Typically Automated?

In order to get the most out of using marketing automation, you’ll need to understand what type of tasks you should focus on. As previously mentioned, the goal here is to take care of low-complexity obligations or those that would be particularly time-consuming if completed by a human.

Let’s explore some of the most notable.

Social Media Posts

Most entrepreneurs are familiar with the concept of scheduling social media posts. This allows you to create a large batch of content at one time and then automatically post it over a long period.

But, there is software that allows you to automate the reposting of certain content.

For example, your company may offer the same promotion every six weeks or so. Rather than have to remember the dates or create this content for that particular instance, automation software will repost it for you.

In some cases, you can automate the vast majority of your social media activity.

CTA Windows

As previously mentioned, it’s not uncommon to automate responses to specific user actions.

In these situations, the chosen response is often a CTA window that appears on the user’s screen. A typical scenario could involve displaying a menu that prompts visitors to sign up for an email newsletter if they made it to the end of an article.

Since they would have already conveyed they are interested in your content, you’ll have a noteworthy chance of making a conversion.

Another common instance that involves CTA windows is when a user navigates to the ‘back’ button on a webpage. This window will typically display a message that says something like “before you go, be sure to sign up for our weekly Industry Insights email!”

As long as you have a strong understanding of your target audience and you offer something that can be useful to them, there’s a solid chance that it will work out in your favor.

Lead Rating

This is an interesting concept that not every business owner makes use of.

In order to get the most out of your company’s leads, you’ll need to understand what individuals are most likely to make a conversion. You can rate your leads based on the actions they take in order to give you a better idea of who you should focus on.

For instance, someone who unsubscribed from your email list would have a far lower rating than someone who spends a lot of time on your product pages.

Automation can assign the scores based on this behavior, and you can then use this information to target them more effectively.


Sending emails is one of the most common tasks that entrepreneurs use this type of software to handle. You’ll have the ability to send out email newsletters at specific times, follow up with individuals who left items in their cart, or even get in touch with those who haven’t shown much activity lately.

Regardless of what email marketing strategy you’re using, automation is sure to help make it far more effective.

How Can Automation Help Grow Customer Relationships?

Since automation is able to help ensure that you target the right individuals, you’ll be far more likely to provide them with offers or content that they are actually interested in. But, you’ll also have a much easier time forging a long-term relationship with your audience if you consistently remain in contact.

Additionally, you can provide a greater level of service in a shorter amount of time.

It’s now commonplace for many companies to automate a large segment of their customer service. This allows users to find the answers they need as quickly as possible when it comes to low-priority questions or concerns.

In the event that they do need to interact with a human, your customer service employees can then step in to handle this task.

One of the largest benefits of automation in this regard, though, is the ability to personalize the experience that your customer has.

A clothing brand, for example, could use automation software to put together an entire outfit based on their previous browsing history or purchases. This will allow you to quickly cater to the needs of your audience before they search for a way to satisfy them on their own.

Understanding How to Automate Marketing Can Seem Difficult

But it doesn’t have to be.

With the above information in mind about how to automate marketing, you’ll Have all you need in order to make the decision that’s best for the growth of your business.

Want to learn more about how we can help? Feel free to get in touch with us today to see what we can do.