Currently, a slew of advanced automation tools are available at a competitive price range and fit the budget and requirements of any marketing team, irrespective of size. Hence, they can use these tools to automate their marketing tasks and save valuable time for more strategic activities.
However, too many choices are making it difficult for marketers to select which tasks to automate, especially if they are getting started with automation.
That’s why, we have rounded up the top 20 marketing tasks to automate for a flawless automated workflow and speed up your business growth.
Email Marketing Automation
1. Personalized email campaigns
All major email marketing platforms feature personalization tokens to personalize the email content for every lead segment. Use those to personalize email drip campaigns for all stages of the funnel of the entire customer lifecycle journey. So, create:
- Top-of-funnel email content acquaints new leads with your products or services
- Middle-of-funnel email content shows how to solve problems and meet goals
- Bottom-of-funnel content to engage them and create better engagement with products
By automating content for these types of marketing campaigns, you can convert your leads into customers without much manual work.
2. Drip email campaigns
Email drip campaigns play a crucial role and you can automate the audience segmentation for each email drip campaign based on the preset criteria. Then, you can start sending customized content to those segments at the preset email frequency.
You can set specific goals for drip campaigns such as a subscription to pay plans, app download, etc., and after reaching those goals, you can automatically remove those segments that have achieved the goal and set them to an advanced goal.
3. Welcome email
Whether it’s a welcome series or a welcome email, you can start automating these emails to greet new subscribers and introduce your brand and products to show them how to use the product features and benefit to solve their problems and increase sales.
When a user signs up for your newsletters, you can set triggers to automate sending a welcome email. Thus, you can also set expectations and explain to them the value of receiving your newsletters and improve the odds of opening and engaging with your emails.
4. Abandoned cart email reminders
Create an automated email workflow when a registered user adds one or multiple products to their shopping cart but does not complete the purchase before leaving. Hence, create an automated cart abandonment email workflow that can remind them about the abandoned cart product and encourage them to complete their purchase. You can also include special offers to speed up the checkout and the purchase process.
5. Order confirmation email
This email automation workflow offers a receipt that summarizes order details for your customers such as brief product features, shipping and billing details, tracking details, and often, links to share the purchase via social channels and links to seek post-sales customer support.
6. Post-purchase cross-sell and upsell emails
Now that we are already discussing post-purchase sales you can create opportunities for more sales with cross-selling and upselling. These emails work most effectively when they are personalized to customers’ needs.
To achieve this automated personalization, you can use first-party data on your customers’ buying behavior. There are AI-driven systems with machine-learning models that can predict how likely your customer would buy again and what products they are likely to buy next.
7. Re-engagement email
Automated customer re-engagement emails are targeted at subscribers who have stopped engaging with your emails for a long while to retain them.
To make the most of these subscriber re-engagement emails, experiment with timing, frequency, and triggers. Also, contain information on what’s new in your product and service range, and also, you can recommend content based on the subscriber’s previous interests and activities.
8. Email follow-ups
With an automated email follow-up workflow, you can evade the tedious manual process of pursuing leads who haven’t responded to your previous communications. Many CRMs let users automate the follow-up process with a preset frequency so that emails will be sent automatically, without having to spend hours on follow-up. You can configure follow-up emails for specific user actions such as product inquiries, and newsletter sign-ups. post-sale communications, shopping cart abandonments, and others. Your automated email will enable your brand to respond to a set of leads automatically and deliver messages to your subscribers based on their previous actions.
Lead Generation and Management Automation
9. Email newsletter sign-ups
Are you automating your newsletter sign-up forms? You can automate the signup process to get more people to subscribe by creating lead magnet content for every category including how-to guides, webinars, free content downloads, and other offers. Then, apply Dynamic CTAs to each piece of content of the same category.
You can also streamline the newsletter design by replicating the newsletter header design.
10. Recurring Webinars
If you are generating most of your leads through webinars, then by automating the webinar process, you can boost your lead generation process and ROI. Many marketers think holding regular live webinars is time-consuming and resource-heavy. But, you don’t need to host regular events – instead, you can create multiple webinars and automate them to play at stipulated intervals.
11. Creating quotes and proposals
Investing time and resources in the manual process of creating quotes and proposals can be an expensive business decision. especially when it’s not generating leads or customers. With automated lead generation strategies, you can bring potential leads without needing to use your resources in creating and sending them quotes and proposals manually. Hence, your resources can engage with pursuing leads and converting them into customers.
12. Automate lead segmentation
Advanced lead segmentation allows prioritizing valuable leads but can be complex. Automating will enable you to simplify the process and deliver relevant messages that result in a sales hike of up to 89% and an uplift of the average order value of up to 58%.
13. Lead Management
Automate the lead management process for your business to organize and manage leads from different sources and channels. Use a cloud-based CRM system that features built-in pipeline management and automation tools such as HubSpot, Copper, and Pipedrive to attain the most automated lead growth.
14. Lead qualifying
The lead qualification helps eliminate the leads that are of no value but only add to the volume and therefore, the cost of CRM systems. The automated lead qualification process can prevent spending valuable sales resources on filtering leads that are of no sales value, and do not meet the criteria for prospecting campaigns but, can place in a specific segmented list for certain marketing campaigns.
15. Lead scoring
Lead scoring helps prioritize leads based on numerical values assigned to them based on user engagement and place them in the funnel after identifying their value. Thus, you can ensure that your sales and marketing teams are investing their efforts in leads valuable for your brand. You can automate sending follow-up messages to each lead, and identify leads that show interest in the high-value products, and those with the highest customer lifetime value.
16. Lead nurturing campaigns
By automating critical lead nurturing tasks, you can increase the percentage of leads that can convert into customers. Automated lead nurturing tasks include assigning leads to sales reps which is available with any good CRM platform.
You can either assign leads evenly in terms of quantity or assign them based on the lead value.
Marketing Operations and Campaign Management
17. Advanced behavioral campaigns
Systems like Google Analytics allow you to create automated workflows on a more granular level with behavioral targeting such as creating campaigns for contacts who start filling out a web form but leave it incomplete, those who clicked to watch product demo videos instead of targeting people who visit that demo page. Some automation tools also trigger email notifications when contacts are engaging the most with lead magnets and change lead scores based on those behavioral updates.
18. Sync New CRM Leads
Two major marketing tools in a MarTech stack are CRM and email marketing systems. You need to set up the CRM to sync leads from other platforms instantly and ensure you have the right segment of leads in your newsletter list – by always syncing the CRM and email platforms. You can also automate removing leads from the mailing lists when they opt out of the email list.
19. Lead Data Tasks
There are two ways to automate lead data tasks. You can use automatically enrich every new lead data that enters the CRM systems and other marketing systems. Automating another lead data task that can free up time and improve data quality is configuring a two-way data sync between apps. This automated task can keep your customer data synced across all marketing tools throughout the entire MarTech stack.
20. Marketing Reports
Instead of spending hours and days on the manual reporting process of sourcing and spotting the right data from different channels, creating visualizations, and representing the team in spreadsheets, use marketing analytics tools to automate. These tools track marketing campaigns, record revenue from campaigns, and generate reports that present a 360-degree view of how to allocate budget in each marketing campaign.
Conclusion
In addition to these above tasks, you can also consider
Automate Social Media Posts by scheduling posts and reposts at certain times and intervals to ensure they all go live at the preset time and frequency for maximum promotion and customer outreach.
Customer Service Automation uses chatbots that engage in friendly conversations and ask questions to understand their problems while freeing the customer service team to work on tasks that need human intervention.
A/B Testing Automation enables automating a proportion of the A/B testing, including different types of ads for the same marketing campaign and delivers the best-performing combination.
Content Marketing Automation places dynamic content on emails, landing pages, website pages, and other assets to optimize different content for each segment of users. Content automation also aids in content production, project management, and content pipeline to keep your content team on schedule.
SEO Task Automation can optimize your search presence by crawling every area of a website, listing issues, categorizing those by type and priority level, keyword research and tracking keywords that your competitors are ranking for, spotting opportunities related to relevant topics, and others.
Do you need help with how to get started with automating your marketing campaigns and see what improvements and growth prospects automation can bring to your business? Sootra Consulting has an expert team of professionals to show you what automation can do for you – just write us at support@sootraconsulting.com. So, let’s start talking!
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