I believe every Marketing software claim about automation but only a few know about it.
Similarly, most of the people talk about it and only few know about it.
If you Google “What is Marketing Automation” you will find this fancy definition on Wikipedia
“Marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online (such as email, social media, websites, etc.) and automate repetitive tasks.”
Ok, so the above definition does not make sense to you, so here I will simplify everything for you.
Let us first understand the term Automation, it’s like automatic, something which do not require human interaction to run every time, it means you do not have to worry about operation of a particular task.
Well, lets see how this helps in Marketing Campaigns.
Before getting into the details, check these 2 basics first.
Not everything needs to be automated
Only repetitive tasks are supposed to be automated
Now when you are clear with your thoughts, lets jump on your needs.
At first try to analyze the behavior of your marketing campaign
How frequently the task is getting repeated?
Is the behavior same?
Is it using the same amount of efforts every time?
What is the desired outcome?
Once you analyze your campaign, try to think about the ways where you can first optimize your campaign
Let me quickly explain that why we need optimization before automation.
Optimization means removing unnecessary resources/efforts within a campaign, sometimes we build a strategy/query which we realize at later stage that we don’t need it.
Remove unnecessary things from your campaign it will indeed boost the speed of your campaign and save the cost.
Now when you an optimized campaign, try to think about the automation logic.
Sometimes you don’t need an extra technology but just the logic.
Let me give you an example
Let’s say you have a campaign where you want to target users whose contract is expiring after 3 months and this task needs to be repeated everyday as the number of users may change every day.
Now this sounds simple, just follow these steps.
Always try to think about the logic and the need of automation, it is not difficult, soon I will show you how to automate the complex campaigns with more Technical stuff.
Head of Technical Consultant