• Ssemujju Lewis E

The Best Marketing Automation Examples To Use

Marketing automation simplifies and shortens the marketing process seamlessly. As a result, communication and conversions happen a lot quicker. The modern norm is to use and process data to have an apt marketing automation strategy for your business.


What is marketing automation?


Marketing automation uses software to automate monotonous marketing work. Tasks like SMS marketing, email marketing, social media posting, and even ad campaigns are automated by marketers to improve efficiency.


With marketing automation, everything is done by software or a set of tools. This goes in tandem with quick replies, quick actions, quick responses to customers’ queries, quick updates to customers in case of any changes in the services or products offered, and any other essential communication regarding the company itself.


Related: Everything You Need To Know About Sales Automation


Where marketing automation helps:

  • Lead nurturing and lead scoring, analyzing leads and determining the best strategies to categorize and nurture them. Marketing teams nurture leads and hand them over to the sales teams. A high conversion rate is an indicator that the nurturing process is working.

  • Social media marketing. You can automate tasks such as posting to multiple sites on a schedule. Social media marketing involves posting relevant content like live videos, texts, prerecorded videos, images, GIFs, and animations on all your social media engagement platforms, talking to your audience, giving an ear to their complaints, and addressing their concerns.

  • Tracking and analytics for website visitors, email campaigns and online promotions.

  • Email automation. This often overlaps with lead nurturing. Email automation is a process where you send targeted email campaigns to your customers through a pre-built and self-operating system. First, it saves time as it allows you to schedule campaigns when you intend them to go out. It also helps with prospecting.

The best examples of marketing automation


1. Welcome Emails

Everyone loves a good welcome message. Customers want to feel valued when they come into contact with your business. According to the campaign monitor, Open rates for welcome emails are, on average, 50%. This means that, compared to standard newsletters, they are 86% more effective. That's a good number.




2. Thank You Emails

Gratitude is a must. Be appreciative of the support you are getting from your clients. This builds an unseen bond of trust between the customer and the business because they see you value their support. This can result in referrals. Referrals are often overlooked despite being a reliable source of high-quality lead generation and, as part of your sales process, can help salespeople establish trust. A happy customer can easily refer others to you for business.


3. Provide valuable content

Salespeople are the ones involved in the groundwork, and so they know the customer’s preferences and interests. This information is crucial for the marketing team to promote or advertise something in line with what customers want to consume. In addition, it becomes easy for the salespeople if the target customer already has prior knowledge about it, easing their work.


Marketing content is what draws customers and potential buyers. It acts as the first point of contact long before a salesperson steps in. But, it is not only used by the marketing department. Salespeople utilize the marketing content as they go about their business. Therefore, marketing content should first be evaluated before it is put out, and these are some of the areas that should be given a core focus.

  • What content is available?

  • What content should be used for marketing?

  • Who should use this content first?

  • Where should this content be used?

  • Why is this content preferred over the other?

  • Will this content give us the best we expect out of it?

  • Finally, is there anything left untouched?

Both teams should evaluate to ensure there is no contradicting information. Some studies have found out that sales teams, at times, create their data, and honestly, this would impact your performance in the market.


Today, 60-70% of the content in B2B organizations is not being used. So this is an excellent opportunity to get sales and marketing teams aligned.


4. Birthday or Anniversary Messages

Get personal with your clients. While asking for details on how to contact them, be sure to ask for dates of birth. Send them specific birthday greetings and offers to cap their celebrations when these days come around. It is a highly effective strategy to drive revenue while increasing customer happiness simultaneously.





Giving the customer a personalized connection shows the recipient that you took time and thought about them. This makes the client gain some glimmer of interest. In addition, including the recipient's name improves the reader's trust and motivates them to act, creating nurturing easy.



5. Surveys and polls

Customer Satisfaction is vital. Use marketing automation to send surveys to your customers about your business and get their feedback. Customer satisfaction (CSAT) reflects customers' sentiments regarding interacting with your brand. It measures how happy or unhappy customers are with a company's products, services, or experience.


When a brand's delivery and usage meet a customer's expectation, that's a recipe for success. Unfortunately, the reverse is also true. The easiest way to find out the customer's impressions is by conducting CSAT surveys.


6. Share How-To videos

More often than not, customers find hardship in using products and services. So, based on your Frequently Asked Questions, share videos that show how to use some products and services. This gesture shows that you care for the customers' comfort and try to get ahead of the problem.


These explainer videos and tutorials should resonate with the client's interests and previous purchases. This connection is a prime example of personalized marketing automation.




7. Newsletters

Developing an email newsletter list is a good marketing strategy that can get you heavy conversions once done as annual practice. An email newsletter list is a robust list of people you send emails to.


You can choose how often you will be publishing the newsletter weekly, bi-weekly, or monthly. In addition, the newsletter provides other curated materials, tips, and other than your products and services. This is valuable information to subscribers.


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