Marketing automation is the use of software to automate marketing processes such as customer segmentation, customer data integration, and campaign management. The use of marketing automation makes processes that would have otherwise been performed manually much more efficient, and makes new processes possible. Marketing automation is an integral component of customer relationship management.


While email marketing is not new, a fairly unknown concept is marketing to a rented list. This process allows you to target individuals who have opted-in to receive promotional emails and have typically provided some information about who they are and their interests. Check out our previous blog post  on effective email marketing for more in-depth information.

You want to teach your users how to use your app and get the most out of your service. So reach them where they are, exactly when they need help. That's the idea behind Intercom's auto conversations: you can them to send emails or in-app messages to your users on an automated schedule, giving them help where they're most likely to see it. And if you don't want to bombard everyone with the info, you can set up subsequent drips so they only go to users who, say, haven't visited your site again recently.
That means we should treat them like a real person, not a fragmented self across different tools like email, social media, etc. If we can leverage all the marketing tools, channels and behavioral data possible to paint a complete picture of a person, we can nurture them based on their unique challenges and interests, not based solely on the emails they open or click through.
Marketing automation refers to software platforms that help businesses automate their marketing and sales engagement processes to generate more leads, convert more leads to sales, and optimize ROI. Marketing automation allows marketers to automate repetitive tasks such as sending emails, maintaining social media, tracking website interactions, and managing various other tasks. Marketing automation centralizes all of the features and functions that make up the marketer’s role in an organization. A marketing automation platform should have the ability to integrate with other sales & marketing tools (CMS, CRM, social media, meeting software, etc.) to provide a centralized platform for data management and analysis.
Your social media strategy is more than just a Facebook profile or Twitter feed. When executed correctly, social media is a powerful customer engagement engine and web traffic driver. It’s easy to get sucked into the hype and create profiles on every single social site. This is the wrong approach. What you should do instead is to focus on a few key channels where your brand is most likely to reach key customers and prospects. This chapter will teach you how to make that judgment call.

Ever wondered what portion of your database/contacts your content resonates with the most? With email segmentation features, you can identify the correct audience and send them highly relevant and personalized messages based on particular attributes. Instead of blasting through your email lists, think about which segment of your audience should be receiving which email. Chances are you’ll see an increase in open and click-through rates.
This guide is designed for you to read cover-to-cover. Each new chapter builds upon the previous one. A core idea that we want to reinforce is that marketing should be evaluated holistically. What you need to do is this in terms of growth frameworks and systems as opposed to campaigns. Reading this guide from start to finish will help you connect the many moving parts of marketing to your big-picture goal, which is ROI.
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