Marketing Automation Guide

By Chase Keating | January 24, 2022

Marketing automation refers to the process of using software that helps automate marketing tasks. It allows marketers to send messages, set up email campaigns, and handle social media content in an automated manner so they can focus on other aspects of their job. Marketing automation has become increasingly important for businesses because it saves time and increases the ability to be more strategic when marketing. In this blog post, we will discuss what marketing automation is, why it's important for your business, how to get started with marketing automation if you're new to the concept, and examples of successful brands who are utilizing marketing automation successfully!

What is Marketing Automation and is it Important?

Marketing automation refers to the process of using software and technology to automate repetitive tasks for marketing efforts that would have otherwise taken a lot of time to complete. This can be anything from tracking and inputting user data into a CRM, to automating posting on social media networks.

Let's take a law firm for example. When someone submits a form on the law firm's website, the user's information is automatically stored and used to send personalized monthly email newsletters.

Another example includes an e-commerce store: A user has a product in their cart and goes to checkout. They partially fill out the form but end up leaving the page. The website automatically captures the partial data they inputted such as their email and name and sends them a personalized email regarding the products they left in their cart. This flow is referred to as "abandoned cart recovery" and is an extremely powerful method that huge brands such as Nike and Adidas use to recover millions of dollars of potentially lost revenue.

Marketing Automation Saves Businesses Time & Money


Businesses can save tons of money by implementing automation solutions while providing a hyper-personalized experience for their customers. It's a win-win and a no-brainer for any business owner that's serious about efficiency.

Examples of Marketing Automation Systems

There are many platforms online offering marketing automation services. Some of the most popular include

  • HubSpot
  • Active Campaign
  • Adobe Experience Cloud
  • Oracle Marketing Cloud
  • Salesforce Pardot
  • Marketo
  • Drawbridge
  • SharpSpring
  • Salesforce Marketing Cloud
Chase Keating specializes in digital marketing and web design. He helps companies scale to seven and eight figures using the internet.
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