Overview
Marketing campaigns and strategies would be limited in their success if marketing operations processes were not taking place behind the scenes. From lead generation campaigns to customer communication to data reporting, these processes—and the tools they require—allow your marketing channels to succeed.
With so many moving parts to manage, it’s no surprise that marketers and marketing operations professionals are automation power users. There isn’t enough time in the day to manually manage marketing efforts.
You can use an automation tool like Zapier to connect the apps you use every day to reduce manual work. Here are the most common ways marketers use Zaps—our automated workflows—to save time, improve data accuracy, and stay organised.
5 ways to automate your marketing efforts are:-
- Lead Management
- Segmentation Subscribers
- Customer Communication
- Data Reporting and Analytics
- Cleaning Up Data
Need
There is an utter need to automate your marketing operations and processes because there are a lot of benefits to doing this.
Marketing Automation aims to provide a personalised experience for website visitors and customers while saving marketers time on repetitive tasks.
To automate marketing activities, you’ll need a tool that triggers an automatic flow or strategic action whenever a specific condition occurs.
Marketing Automation Tips to Drive More Conversions and Leads
Marketing automation saves time and money. However, not every company that uses this technology is getting the most out of it, especially when it comes to driving more leads and conversions. Here are some suggestions for making marketing automation work for you.
- Create a map for the lead journey
- Use an automatic qualification process to speed up the lead movement
- Activate personalisation and segmentation across marketing activities
- Implement multi-channel campaigns
- To increase your social listening and monitoring activities, use automation
1. Lead Management
Leading is a full-time job in and of itself. For starters, you manage multiple channels for attracting prospects to your company.
You must also clean up lead information and centralise it so that you can nurture those leads into paying customers. Then you must keep track of what they are doing.
Just reading that list is exhausting. By automating those tasks with Zapier, you can save your limited energy for strategic problem-solving.
Before they bite, potential customers must see the same marketing message multiple times across multiple channels. You’re probably managing a slew of tools to generate those leads, such as forms and social media ads.
Tracking the journey of your leads allows you to make informed decisions about how your marketing campaigns are performing and how they are resonating—or not resonating—with potential customers.
When done correctly, nurture campaigns can convert prospects into paying customers—or keep existing customers coming back—via timely messages encouraging them to take a specific action.
2. Segmentation Subscribers
Have you ever gotten an email from a company that seemed disconnected from how you used their product? It’s most likely because they didn’t segment their subscribers.
Because you want to speak to potential and existing customers at the right time to influence a purchasing decision, segmentation is an essential component of any marketing strategy.
3. Customer Communication
It’s difficult enough to respond to Slack messages from your team. While your coworkers may forgive you for not reading them, your leads and customers will not. Automation can assist your team in staying on top of communication throughout the customer journey.
Notify the team about new leads
Timely follow-up is standard business etiquette, but especially important in marketing. You understand that you only have a limited amount of time to capitalise on a prospect’s interest.
If personalised introductions are part of your process, your team must be aware of any new leads.
Automatically Message New Leads
Perhaps you don’t have the resources to send a personalised message to each new lead, but you’d like some form of personalization. You can still benefit from lead response automation.
Send Post-purchase Notifications
Of course, your work does not end once you have a customer. After a customer makes a purchase, automation can help you manage timely messages with them, whether it’s a simple transactional email or enrolling them in a post-purchase nurture series.
Collect and Organise Feedback
Whether you’re gathering feedback at the beginning or end of the customer journey, you’ll need a place to store it so you can use it later.
4. Data Reporting And Analytics
Marketing operations professionals are frequently the chief data wranglers, pulling information from disparate channels to create reports and make strategic recommendations.
It’s a herculean task because it frequently necessitates data streamlining and cleaning. It can be even more difficult to complete the task if you do not have a designated MOPs lead.
Automation can help you save time, improve reporting accuracy, and, most importantly, gain a comprehensive view of campaign performance.
Streamlining Data Transfer Between Apps
Marketers understand the frustration of having too many apps to manage, many of which make it difficult to sync data. As a result, spreadsheets are frequently used as a workaround.
Spreadsheets are extremely powerful and adaptable, but sometimes a dedicated data or analytics app will suffice.
You can use automated workflows to create Google Analytics measurements for specific activities outside of your website, such as calendar bookings.
Keeping Your Team Notified
Data assists everyone on the marketing team in making decisions and strategy recommendations, so the latest report is likely to pique their interest.
5. Cleaning Up Data
Marketing operations teams are constantly cleaning up data to ensure that marketing campaigns run smoothly.
While tidying up has a zen-like quality to it, constant data errors and formatting issues cause major headaches—and divert your attention away from the problem-solving and strategy work you prefer.
Automating alerts can assist you in detecting data errors as soon as possible.
You can also format data as it comes in automatically. If you’re constantly reformatting dates, separating first and last names, or other types of information, The Brisk will do it for you.
Keep Your Marketing Processes Flowing With Automation
Your marketing campaigns’ processes do not have to be chaotic. Automation can be your sidekick, assisting you in more efficiently managing your tools and processes, allowing you to devote more time to problem-solving and strategizing for your next big campaign.