marketing automation beginer guide

Marketing Automation: A Beginner’s Guide 2024

Are you eager to know about marketing automation? Here we go. Marketing automation makes it easier for marketers to manage large volumes of marketing tasks, and it also helps to improve the effectiveness of marketing campaigns.

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Marketing automation can be quite difficult to understand. With customer lifecycles, leads, customer data, and more stagnant, important marketing tasks are becoming harder to manage, making it necessary for marketers to automate a few tasks to give themselves more time for the marketing process.

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The best practice that we can observe is enrolling in a renewed course in an online digital marketing course to understand the automation flow and get the ROI in no time. 

This guide is for people looking for answers about marketing automation and how it can help your business increase its productivity.

What Is Marketing Automation?

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Marketing automation uses software to automate marketing tasks such as email marketing, social media marketing, and lead nurturing. It makes it easier for marketers to manage large volumes of marketing tasks, and it also helps to improve the effectiveness of marketing campaigns.

The marketing automation process allows a person to streamline, simplify, and measure tasks and workflows. It helps with operational efficiency by growing business revenue. 

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This marketing automation software is designed to help marketers prioritise and execute tasks more systematically and efficiently. Here is an infographic on the 5 stages to consider for opting into Marketing Automation.

5 stages to consider for Marketing Automation 📷

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Source: allaboutmarketing

Best Practices in Marketing Automation

When it comes to marketing, automation is key. Automation allows you to nurture leads and customers efficiently and personally. It also helps you save time while improving customer acquisition and retention rates.

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To make the most of marketing automation, follow these three tips.

1. Establish positive connections with your customers. When people feel good about a company, they’re more likely to do business with them. Automation can help foster those positive feelings by providing a personal touch that feels human-to-human.

2. Create a culture of automation within your organization, Once everyone is on board with automating their tasks, the entire company will run smoother. And when things run more smoothly, customers benefit!

3. Use email as one of your main channels for marketing automation. Email is one of the most effective ways to reach out to potential and current customers. Plus, it’s personalisable to tailor each massage to the person receiving it.

For more information on marketing automation best practices, we learn from new methods in an industry that come out in our digital marketing agency. You can learn marketing automation by trying it out hands-on and reading and watching tutorials anytime.

1. Create a Workflow

  • Define the work that needs to be automated
  • This could include email marketing, social media campaigns, lead management and nurturing, website personalisation, etc.
  • Map out the individual steps involved in each process. This will help you determine what tools or platforms you need to automate those tasks.
  • Choose the right automation tool for the job

Popular options include marketing automation platforms, CRM software with built-in marketing automation features, and e-commerce platforms with integrated marketing automation capabilities.

Cool Fact #1 : Marketing automation industry stats further indicate that one of the challenge companies commonly face is finding the right marketing automation tools. In fact, 20% of marketing agencies say this is their number 1 barrier to success. According to 6% of marketers, other challenges include data management, segmentation, and optimization.

2. Start Small and Grow in the Process

You don’t want to bite off more than you can chew and become overwhelmed. 

By starting with a limited number of contacts or campaigns, you can gradually learn the ins and outs of the system and how it can benefit your business. 

As you become more comfortable with the platform, you can add more contacts and campaigns. This gradual growth will help ensure that you’re getting the most out of marketing automation and that your campaigns are running smoothly.

3. Automate a Process That Exists

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According to HubSpot, a start-up company leading the growth of marketing automation technology, companies using marketing automation routinely increase their revenue by $3 million. It is best to automate the existing processes of your business and try to make the most of your leverage of the new automation integration on your existing marketing process.

4. Understand Your Customer’s Buying Cycle

Some customers may be ready to buy when they first encounter your product or service, while others may take longer to make a purchase decision. You’ll need to design your marketing automation campaigns accordingly, with different messages and offers for each buying cycle stage.

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5. Buyer Personas Are Helpful in Marketing Automation

Personas represent the different types of customers that you hope to attract with your marketing efforts. By developing personas, you can tailor your content and message to specific customer segments, making your marketing relevant and effective.

To create useful personas, you’ll need to gather data from various sources, including surveys, focus groups, interviews with customers, and sales data. Once you have this data, you can identify common characteristics among your different customer segments.

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By tailoring your content and messages to specific customer segments, you can improve the relevance and effectiveness of your marketing efforts.

6. Make Your Campaign More Human

When you make your marketing campaign more personal, it becomes more relatable and engaging for customers. Here are a few ways to do this.

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  • Your campaigns will be more relevant and interesting to customers if they are customized based on their interests and needs. Avoid using stiff, corporate language in favour of a friendlier, more approachable tone.
  • Customers are much more likely to connect with photos and videos of actual people than stock models or product shots.

Cool Fact # 2: Email automation is the most popular type of marketing automation.

7. Do Not Rely on One-Size Fit-All Marketing

What works for one company might not work for another, and even what works for a particular department within a company may not be the best solution for another department. In marketing automation, the processes should be separate for each type of task so that you can have precise results from your automation process.

As a result, it’s important to tailor your marketing automation efforts to fit your specific needs and goals.

8. Retain and Build Relationships

You can engage them in a two-way dialogue, provide valuable content and offers, and monitor their engagement with your brand. This is the right way to build a relationship with customers through marketing automation.

Cool Fact # 3: One-third of marketers use automation for chatbots.

9. Conduct Tests

It’s the only way to ensure that everything is working as planned and that your messages are being delivered to the right people at the right time.

A/B tests

Send text messages to different segments of your audience, measure their response, and adjust your campaigns as needed. Be sure to also test all integrations with other systems, such as CRM or e-Commerce platforms.

Run A/B tests to determine which messages generate the best results. Test different subject lines, content, timing, and formats. The more you try, the better results you’ll achieve.

The Dos and Don’ts of Marketing Automation

As beneficial as marketing automation can be, there are a few things to consider when integrating it into your marketing strategy.

Here are a few dos and don’ts:

Dos of Marketing Automation ✔️

  • Revisit your goals for the platform integration regularly to ensure that you’re getting the most out of marketing automation.
  • Integrate marketing automation with your inbound marketing strategy. Inbound is about providing valuable content that aligns with your customers’ needs and interests, so using marketing automation in this way can be very effective.
  • Make sure that communication with consumers doesn’t change when you start using marketing automation-it should still sound like you!
  • Use marketing automation to send highly targeted and specific content to a particular audience. This will help improve engagement and encourage customers to buy more from you.
  • Remember that marketing automation is just one tool in your arsenal—it’s important to have a variety of tactics at your disposal if you want to convert new customers into long-term ones.

Don’ts of Marketing Automation ❌

  • Automate everything without thinking about what you want to achieve with the platform integration. If you don’t have clear goals, you may not be getting the most out of marketing automation.
  • Integrate marketing automation with your email marketing strategy. Email is a personal channel and should be used for communications not suited for other media.
  • Change the way you communicate with consumers when you start using marketing automation-it should still sound like you!
  • Sending customer-only content without also providing thought leadership and expertise can backfire and lead to customers disengaging from your brand.

Cool Fact #4 : Social media post scheduling is considered as the most suitable use of marketing automation.


Do you think marketing automation isn’t for you? No, not at all!

Marketing Automation can automate content, push strategies, and raise sales. 

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This article gives an idea of how you should be using this technological boost for your marketing strategy with the help of marketing automation apps. You can use any of these details and Start your automating your marketing activities to generate revenue in a short period.

Please share your ideas in the comments section below; we’d love to hear from you.

Thank you for taking the time to read this!

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Written By
Digital Scholar

Digital Scholar is a premier agency-styled digital marketing institute in India. Which offers an online digital marketing course and a free digital marketing course worldwide to elevate their digital skills and become industry experts. Digital Scholar is headed by Sorav Jain and co-founder Rishi Jain, who are pioneers in the field of digital marketing. Digital Scholar’s blogs touch upon numerous aspects of digital marketing and help you get intensive ideas of different domains of digital marketing.

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