How Does Marketing Automation Work?



Marketing Automation is a common concept. It is the practical use of software and platforms to automate repetitive tasks. This process allows a person to streamline, simplify, and measure tasks as well as workflows. It also aims to increase operational efficiency while growing business revenue. There are so many benefits that come with this process, and we have talked about them already. In this blog post, we are going to learn, how does marketing automation work?

How Does Marketing Automation Work?

The following are steps that you must follow when automating your marketing process.

1. Goals

Always start by identifying your needs. Before you automate your process, there are other ways of doing things. Ask yourself why you prefer your process be automated. What are you trying to achieve? It is so important that you know and understand your goals, as with any digital marketing strategy. You will not get to where you want to be if you don’t know where that is.

2. Audience

Next, it is vital that you identify and begin to understand your audience. Getting to know your target audience will help you be able to reach your goals. Your audience are the ones who will be benefiting from the automation process in the long run. You want to know who you are targeting, where you can find them, and what the best way to appeal to them is.

For example, if I know my audience consists of women between the ages of 20-45 and they are located mostly on Facebook, that is only a start. The next thing I would want to figure out is how I could appeal to them most efficiently.

Being able to understand the behavior of your audience is so important to knowing what tasks are the most important to spend your time on, and what other tasks get in the way of that. The tasks that make it difficult for you to work on what you most need to are the tasks that you will then be automating.

Some points that will help you define and understand your target audience are:

  • Demographic factors- Things such as age, gender, race, education, and career.
  • Geographic factors- Defining the target market’s location which is classified into towns, cities, regions, states, countries, and continents.
  • Behavioral factors- Determine how an individual responds and uses a product or service. You are able to break down these factors into mood, brand loyalty, price responsiveness, etc.
  • Psychographic- Refers to attitudes, lifestyle, personalities, and values.

3. Study and Choose a Tool

There are a few different tools that could help you with marketing automation. It is important that you know enough about each tool, and you pick one based on what will work best for you.

4. Implementing your Strategy

There are a few important factors to keep in mind when implementing any new strategies.

  • A sound strategy- Proper execution starts with having a relevant strategy.
  • Who is implementing?- Implementers are the people who put everything into practice, including top-level management down to staff level employees. The quality of the people you put in charge matters to the success of your strategy. The following are the three vital manners to the implementation of a new strategy:
    • Intervention: Any adjustments that must be made by introducing new practices.
    • Participation: The development of a corresponding approach.
    • Persuasion: Convincing the participants of the desired results.
  • Open Communication- Communicating with your partners and your audience is one of the most important things to remember if you want to be successful. Without communication and open dialogue, the chances of your strategy working are quite low.

5. Monitor and Improve

Monitoring your strategy is important to your success as well. If you don’t pay attention to your strategy and the results you are reaching, you will never know if you are achieving the goals you had set for yourself. If there is something about your strategy that is not working, you can change anything about your marketing automation and make it better.


If you are following the steps of a marketing automation process, as well as taking your time, then you will succeed with this digital marketing strategy. Keep in mind the importance of monitoring and improving. It is common for people to want to give up if something is not working. But, you always have the option to fix the problem and try again.

Finally, we hope to have answered the questions, How does marketing automation work?

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