GROWTH MARKETING

Marketing Automation Tools Explained!

01/09/2023
               

Streamlining Marketing Automation Tools for Personalisation

 

In today's ever-evolving marketing landscape, employing a one-size-fits-all approach is no longer effective. Marketers face the challenge of tailoring their strategies to reach specific target segments with the right message at the right time. 

As manual efforts become impractical, marketing automation emerges as a crucial solution to excel in this dynamic environment.

96% of marketers consider marketing automation platforms indispensable, and they expect this reliance to continue growing. Wondering what makes these tools so powerful? In this blog post, we'll delve into marketing automation and its tools, offering insights on how they can enhance your marketing efforts.

Additionally, we'll provide a practical roadmap to help you seamlessly integrate automation workflows into your business. To top it off, we'll share some noteworthy examples of automation tools that you should be aware of. 

 

Understanding Marketing Automation

 

Marketing automation is the process of using marketing automation software to automate and optimise various marketing tasks and strategies. It can help businesses save time, money, and resources, as well as improve their performance and results.

This automation process is mostly done based on some core principles, such as:

  • Segmentation: Dividing your audience into different groups based on their characteristics, preferences, needs, and pain points. This helps you tailor your marketing messages and offers to each group and increase your relevance and conversion rates.
  • Targeting: Selecting and reaching out to your audience based on their segments, their stage in the buyer's journey, their previous interactions with your brand, etc. This helps you deliver personalised and timely marketing messages and offers to each individual and increases your engagement and retention rates.
  • Automation: Creating and executing sequences of actions or triggers that are performed automatically based on certain conditions or criteria. This helps you automate and simplify various marketing tasks, such as sending emails, updating contacts, scoring leads, etc.
  • Measurement: This is the process of collecting and analysing data from your marketing campaigns, workflows, messages, offers, etc. This helps you measure and evaluate your marketing performance and results, such as open rates, click-through rates, conversion rates, and revenue.
  • Optimisation: Making adjustments or improvements to your marketing campaigns, workflows, messages, offers, etc. based on your data and feedback. This helps you optimise your marketing performance and results, as well as test new ideas or strategies.

So, the benefits of marketing automation can be explained as follows:

  • Enhanced efficiency: By reducing manual work and minimising human errors, automation boosts speed and accuracy, leading to significant time, money, and resource savings. With these burdens lifted, you can concentrate on the more strategic and creative aspects of your marketing efforts.
  • Lead generation: Attracting, capturing, qualifying, and nurturing leads are all made easier with automation. As a result, your sales pipeline and revenue potential can experience considerable growth.
  • Customer engagement: Enhancing personalised and relevant communication and interaction with customers or prospects is a key benefit of automation. The outcome is increased trust, rapport, satisfaction, and loyalty among your audience.
  • Data-driven decision-making: Automation facilitates the collection and analysis of valuable data from your marketing activities. This data provides essential insights and recommendations, empowering you to make informed and intelligent decisions about your marketing strategies and tactics.

To leverage marketing automation and its tool's full potential successfully, understanding its functionality and benefits is crucial. In the following sections, we will offer guidance and tips on effectively utilising automation to boost your business growth.

 

How to Implement Automation Workflows

 

Once marketing automation tools are set up, they will execute or trigger the actions required to streamline your marketing strategies. However, before utilising these tools, you must implement automation workflows into your operational processes.

To achieve this, follow this step-by-step guide:

1. Define your goals and objectives: Determine the desired outcomes of your workflows. For instance, are you aiming to increase conversion rates, generate more leads, nurture prospects, or achieve other specific goals?

2. Identify your target audience and segments: Understand the characteristics, preferences, needs, and pain points of your target audience. Use data and behaviour to segment them effectively.

3. Design your workflow logic and structure: Plan the actions or triggers that will initiate your workflow, along with the conditions or criteria that will guide the subsequent steps or branches. Clearly define the expected outcomes or results from your workflow.

4. Build your workflow using a suitable tool: Choose a tool that aligns with your needs and budget, providing an easy and effective way to create and manage workflows. You can utilise drag-and-drop editors, templates, or custom code for building your workflow.

5. Test and optimise your workflow: Before launching the workflow, conduct comprehensive testing to identify and rectify any errors or issues. Utilise test mode, preview mode, or dummy data to validate your workflow. After launching it, closely monitor its performance and results, making necessary adjustments or improvements as needed.

By following these steps, you can seamlessly integrate marketing automation into your strategies, resulting in more efficient and effective campaigns.

 

Examples of Automated Workflows

 

One of the key advantages of marketing automation tools is their ability to be customised according to your specific marketing campaigns, goals, and needs. To inspire you, here are some best practices for different marketing goals or scenarios:

  • Welcome email series: Send a sequence of emails to new subscribers or customers, welcoming them to your brand, introducing products or services, and offering value or incentives.
  • Lead scoring and qualification: Assign scores or ratings to leads based on their data and behaviour, such as demographics, interests, and engagement. This helps identify leads ready to buy or in need of further nurturing.
  • Lead nurturing campaign: Send relevant and personalised content or offers to leads based on their stage in the buyer’s journey, pain points, and preferences. This builds trust, and rapport, and moves them closer to a purchase decision.
  • Product recommendation engine: Utilise artificial intelligence (AI) or machine learning (ML) to analyse customer data and behaviour, providing personalised product or service recommendations. This enhances cross-selling and up-selling opportunities and improves customer satisfaction.

 

Personalising Marketing Campaigns at Scale with Marketing Automation Tools

 

A personalised marketing approach entails creating and delivering customer-centric messages and offers to customers through a variety of channels. Achieving the delivery of personalised marketing experiences fosters increased customer satisfaction, loyalty, conversion rates, and retention.

According to a study by Epsilon, 80% of consumers are more likely to purchase a brand that provides personalised experiences, and 90% find personalisation appealing.

But how can you achieve personalised marketing experiences at scale using marketing automation tools? Let’s dive into some of the effective strategies that’ll help you achieve this level of personalisation.

 

Utilise Data for Hyper-Targeted Segments 

Harness automation tools to collect and analyse customer data from diverse sources, such as web analytics, social media, email, and CRM systems. By doing so, you can segment your audience based on their unique characteristics, interests, needs, and pain points.

 

Craft Tailored Messages and Offerings

Engage your audience with relevant and customised messages and offers using automation tools. Deliver personalised content based on audience segments, their stage in the buyer’s journey, and their previous interactions with your brand across multiple channels like email, SMS, push notifications, social media, etc.

 

Customise Landing Pages and Websites

Leverage automation tools to track and monitor visitor behaviour on your website or landing pages, including location, device, referral source, and browsing history. Use this information to dynamically customise content, images, videos, forms, and CTAs on your site.

 

Personalise Products and Services

Respond to customer feedback by using automation tools to collect and analyse data from surveys, reviews, ratings, and testimonials. This valuable input can guide you in personalising your product or service with features, functions, and benefits that meet or exceed customer expectations.

By employing these strategies, you can effectively deliver hyper-personalised customer experiences on a larger scale.

 

Popular Marketing Automation Tools to Know for

 

There are many marketing automation tools available in the market, each with its features, functions, benefits, and drawbacks. Here is a closer look at some popular and emerging options.

 

Hubspot

Hubspot stands as one of the most widely used and comprehensive tools. It provides solutions for various marketing needs, including CRM, email marketing, content marketing, social media marketing, SEO, landing pages, and analytics. 

For affordability, Hubspot offers a free plan suitable for small businesses and startups, along with several paid plans catering to different levels of functionality and support.

 

Oracle

Another leading and powerful marketing automation tool is Oracle, which offers a suite of products tailored to different marketing requirements. For B2B marketing automation, there's Eloqua, while Responsys caters to B2C marketing automation. 

Additionally, Oracle includes Maxymiser for web personalisation and Infinity for web analytics. Its platform is known for its robustness and scalability, capable of handling large volumes of data and complex workflows.

 

Sprout Social

If you're focused on social media management and optimisation, Sprout Social is an ideal marketing automation tool. 

It allows you to create and schedule social media posts, engage with your social media audience, and analyse and report on your social media performance. The platform also offers features like social listening, influencer marketing, and advocacy marketing.

 

Influencer Marketing Hub

For those invested in influencer marketing and collaboration, Influencer Marketing Hub offers specialised automation tools. 

You can discover and connect with relevant influencers, manage and track influencer campaigns and relationships, and measure and report on influencer ROI. The platform comes equipped with features like influencer discovery, outreach, and analytics.