What is Marketing Automation? 4 Easy Ways to Leverage it for Your Business

Are you tired of repeating the same tasks for your business every day? There are so many tasks that need to be done on a daily basis.

But a lot of this work doesn’t even need too much attention. The problem is that although these are simple and repetitive marketing tasks, you just can’t ignore them. You have to invest your time in them to keep your business running. And if you’re doing them manually, you’re spending even more time on it.

There is no problem doing these tasks manually, but the problem arises when these tasks start killing your productivity and efficiency.

By focusing on these repetitive tasks, you are wasting not only your energy but also your time. That’s why you need to opt for marketing automation. So what is marketing automation, and how can it help in running your business?

In this post, we’ll look at that and understand it to help you run your business more efficiently. So let’s get started.

What is Marketing Automation


Marketing automation is the process of using tools and technologies to automate marketing tasks for businesses. This is mostly done for those tasks that need to be done repeatedly. For example, email campaigns, social media scheduling, lead nurturing, customer segmentation, etc.

The main aim behind using marketing automation is to improve work efficiency and increase overall productivity to boost conversions. The best thing about automating your marketing tasks is that it can easily help you scale your marketing efforts and streamline your workflows.

Now let’s see how to leverage marketing automation for your business.

1. Define your goals

Before you start automating your marketing tasks, you need to define your goals. Doing this is important because it helps you understand what type of automation you need, in what frequency, etc.

Depending on the type of business, your goals can be different. This can be to increase lead generation, drive more conversions, boost customer engagement, etc. So try to understand why you want to automate your marketing process before you start the process.

2. Understand your customer’s journey

Another important point to consider before automating your marketing process is to understand your customer’s journey. When you know what your user’s journey looks like, it becomes easier for you to create automated marketing campaigns that fit their needs and requirements.

So you can focus on making your campaigns even more effective by personalizing them based on your user’s demands and needs.

3. Pick your tools wisely

The next step is to pick the tools you would use to automate your marketing processes. Choosing the right tool is very important to get the best results out of your marketing campaigns. So before picking a tool, make sure to consider the features, functionality, price, and other such important factors.

This will help you make smarter decisions that will help you save money and time while helping you achieve your goals. Another major point to remember here is to check whether the tool can be integrated with other marketing tools.

Integrating marketing tools with other tools like CRM, social media, analytics, etc., can help you strengthen your campaigns even more.

4. Create targeted campaigns

Once you know what tools to use, start creating your campaigns. Just make sure that your campaigns are targeted ones. Segment your audience and create targeted campaigns that are relevant to each group. Doing this will help you improve your engagement and boost your conversion rate.

Over to You

Using marketing automation for your business is a very powerful way to improve your efficiency and boost your productivity. But to get the best results, you have to know what to do before you get started. The above tips can help you understand that so that you can leverage it for maximum benefit.


Syed Balkhi is an award-winning entrepreneur and online marketing expert. He is the co-founder of OptinMonster, WPBeginner, MonsterInsights, and WPForms.