How to use for marketing automation

How to use for marketing automation

Are you a startup company or marketing professional or do you need marketing automation solutions?

Today, I am going to explain these solutions in detail and keep reading this article till the end.

We will learn about the best marketing automation software, which will help you to keep working automatically even when you are not working.

Why automation is important for marketing teams?

Marketing automation has become the most necessary software for almost 8 out of 10 companies in the world. They have adopted AI-based automation software as per their requirement and fulfilling modern customer expectations.

How to use for marketing automation
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Let’s understand the main features of any marketing automation system

  • Customer Behavior monitoring: tracking of the customer’s activity, response time, choices, etc for a better understanding of your buyers.
  • Regular Email marketing: keep sending emails on a regular interval to increase customer engagement for new products.
  • New Lead generation: system keeps working to generate new customers.
  • Fast Lead management: the system takes immediate action to manage the new lead, scoring it, and nurturing it to convert it into sales.
  • Personalize communication: the system is more advanced in adapting new marketing messaging strategies to the specific interests of any customer
  • Marketing Analytics: providing advanced dashboard reports automatically
  • Digital Content Marketing: generates unique dynamic content for different platforms like social media, emails, and blog audiences.
  • Social media Contents: Generating automatic content and publishing to all the relevant social media platforms
  • Integration with CRMs: integration of MQLs (Marketing Qualified Leads) into your CRM system automatically for effective working.

What is Marketing Automation?

Before going deep dive into these features and software details, first, you need to understand what is the importance of automation, and why it’s needed for marketing teams

We are in a world of daily busy schedules, high-pressure jobs with always tight deadlines, multitasking work culture is almost for everybody.

Nowadays, Markets in every industry are rapidly growing, and customers are demanding much better, faster, and more personalized conversations when they want to buy something.

Marketing automation software
Marketing automation software

Let’s understand how the marketing automation system actually works.

For example, you are the owner of a furniture manufacturing company, you developed a website to promote and sell your furniture products online.

while promoting your website on a digital platform, 1000s of visitors will explore your website and everybody will have a different kind of interest in designs, color combination choices, from different locations, etc.

many visitors would like to talk to customer care, and many will place the order in bulk or will ask different questions related to your product.

to manage the bulk queries every day, it will be very costly for your company to attend to those queries by a human.

Here marketing automation will come into the picture, a chatbot or software Robot will interact with the customers initially and will respond to the most common questions,

It will capture their contact details, and interests, and send these details to the marketing team for further follow-up.

This automation system will send new product updates, services, and offers on a regular basis to new and existing customers without investing money.

you will get regular leads in return, which will jump your sale.

This system will give you the whole marketing ROIs, resource allocation leads conversion rates, and many more analytical details which will help your leadership to take progressive decisions.

By taking this Furniture manufacturing example, your software can create a landing page with dynamic details of the customer based on his/her search query.

This way the site prospect would go to the customer’s mind that it was created for them only.

At the same time, you can set up customer details-capturing forms in a very simple way.

and these details are accessible to everybody in the company, even the board members, CEO, etc.

using these forms, you can easily manage your leads, organize them and connect your email / messaging software with marketing automation.

so that you can send personalized messages to your interested customers without fail.

Marketing automation is not only for marketing

There is a big confusion that marketing automation is only for marketing, this is not correct.

  • Marketing
  • Sales
  • Customer Service

These all are part of marketing automation.

customer data analysis by CRM Software
customer data analysis by Marketing Automation Software

where in marketing you will start the communication with customers and build a relationship
you can convert this relationship into a qualified lead

and provide after-sales customer service to your happy customer.

so the point is to increase the sales, convert most of the leads and keep selling always.

At the end of the year, you realize the importance of the marketing automation value for your company after seeing your growth chart YOY basis.

Customer Behavior Research

Based on worldwide research done by Mckinsey company, 8 out of 10 young generation consumers say they ignore unprofessionally and un-personalized messaging if they want to buy any services or products.

Besides that, automation systems or software gives you the advantage to be more productive, and personalized and, thus, you can achieve more with less investment.

Customer Behavior Research
image source

Marketing Automation Software is one of the best marketing automation software in the world.

Customer reviews and influencer ratings are excellent about this software.

Today we are going to explore how to use, especially for marketing automation, marketing plans, and related projects effectively.

crm software monday com
Marketing Automation software

Marketing is complicated, to say the least.

There are so many things in marketing that you need to keep working on,
for example, regular social media posts, keep sending physical mailers to your all customers,

and promoting new products or services to them.

For all of these, you may need many full-time assistants who can work alongside you But, you must be wondering, it’s just that simple!

Read More: vs ClickUp marketing automation solution is designed in such a way as to eliminate the administrative and repetitive tasks of marketing by running your day-to-day business activities for you –

fulfilling orders, sending reminders, arranging meetings, and much more!

As a business owner, you’re looking for a way to streamline your marketing efforts and get things done more efficiently,

In this regard, is a great tool to check out.

With its many features and options, you can easily customize it to fit your company’s marketing needs.

In this blog article, we’ll give you a complete overview of how you can use for marketing automation,

and some tips on how to get started even without spending money. offers a variety of features that make it ideal for the marketing automation process.

For example, you can create plans and projects, assign tasks/leads to the team members, track their work progress, and set deadlines.

You can also add notes and attachments to tasks/leads so that everyone has all the information they need to complete their work.

How to Start

To get started using for marketing automation, first, create a free account at,

Two users can use free for a lifetime with limited features. pricing pricing

you can set up your account and take some time to familiarize yourself with the interface and how the various features work.

Once you’re comfortable with the basics, start creating plans and projects for your marketing initiatives.

Assign tasks to team members, and track progress using the many tools available on

With a little practice, you’ll be able to use like a pro!

If this software is suitable for your organization, you can go for the paid subscription with a 14-day full-featured trial that is without adding a credit card.

Most common marketing ways to automate the marketing

There are 3 main common processes that are part of marketing automation and how is suitable for these processes.

Email Marketing Process Automation

This is the most used feature in marketing software, and the traditional marketing method to approach your customers.

you can send your product details, new features, services, offers, and strategic communication to your customers cost-effectively and increase your conversions. 

Your loyal customers will go with you as they trust your products as well as you can approach new consumers.

You can connect any email marketing software with easily, it is compatible with all the software.

You can send bulk emails, personalized emails, and campaign emails as a series of mail chain types.

Lead Management Automation

In this process, you need to understand the customer behavior, what kind of message is sent by the customer in the lead generation form,

based on that you have to understand the customer type, and his/her requirement, and you can assign the leads accordingly to your team.

In the marketing approach, customer behavior is the most important if you deal in the same way with them as per their behavior, there are high chances of sale conversion in this method.

For example, if you are selling high-quality furniture, you must have these kinds of customers.

  • Who is shifting to a new home?
  • Who are having old furniture and looking for a replacement?
  • Who is having furniture and looking for repairs?

In this scenario, you can not send the same message to all of them.
you have to send more customized, personal messages according to their need and your products.

Leads Management
(Image Source) Lead Management

customers, who are shifting to a new home, might have open budgets because people spend money on their new home. you can pitch new and expensive products as per their house interior.

On the other hand, people who are looking for a replacement or repair might not have open budgets, you can suggest all kinds of budget products.

This analysis will help you to make the right decision.

Lead nurturing management is a marketing effort that will guide your prospects throughout the sales journey and provide helpful content.

Also, this is related to different kinds of email marketing techniques, you can set up to send a series of emails as well as personalized to the consumers.

you can easily track the customer actions on your email, which will help you in your decision-making efforts.

Qualifying Leads Automation

We will talk about the importance of qualified leads in this, What is your selection criteria for any qualifying lead, how do you know,

when and who is going to buy based on his lead form? provides the lead scoring feature to help you to decide on your qualified lead.

It helps you to provide the score to your lead based on certain actions, and conditional data.

For example, you have two active leads.

customer A opens your email sparingly and reads your content once in a while.
customer B always reads your email and checks every link that you send to them.

what do you think, who is more interested?

The answer is Customer B.

This lead-scoring feature will help you to take the right action on the leads.

How can you ramp up marketing automation using

People have a very wrong perception of marketing automation.

The purpose of using a marketing automation system is to become more productive, not lazy.

This is for any company, wrong or unorganized reports are very dangerous for taking strong decisions about the company’s marketing strategy.

Marketing Automation
Marketing Automation

and organized and accurate data always help to make the correct decision which decides the future of any firm.

This is the main reason you should have an automated system that can collect all the information related to the customers, sales, and marketing,

and present this information in an easy way so that company management can make the right decision. comes into the picture now, it’s the world’s best-trusted marketing automation software which does exactly the same as what you need from your marketing team, sales team, and customer relationship team.

It also provides integration with other advanced tools like email marketing, digital marketing platforms, and much more similar to that.

Quick overview

Here is the list of features that you will get on

Quick overview
How to use for marketing automation
  1. 300+ pre-built templates for multiple use cases and different industries wise, it includes marketing, sales, customer service, and many more types of templates.
  2. Easy integration/connection with 50+ of your favorite apps like Mailchimp, google ads, Facebook ads, google drive, and many more.
  3. Easy workflow automation with multiple automated steps, and column types.
  4. Easy Data visualization methods or dashboards to view your customer information from different perspectives, may include Kanban boards, Calendar for schedules, Gantt charts for data, Timeline for tracking, and more.
  5. Different types of dashboard widgets to track customer behavior and measure this data, and based on that you can make easy decisions.

These are all features you can set up on your own, all are drag and drop kind of, settings are easy to configure, and integrations are very simple with just a few clicks you can make.

One of the easiest and most important features.

Easy Schedule Creation is a very advanced software tool for marketing leaders
who really want to automate their marketing process and improve their team productivity day by day.

You can easily set up the schedules on for each task.

This can be done by creating a new board and adding columns for each task that needs to be completed. Then, add rows for each day of the week and fill in the tasks that need to be completed each day.

Once the schedule is created, it’s important to stick to it as much as possible. However, there will inevitably be days when things don’t go according to plan.

When this happens, it’s important to be flexible and adjust the schedule as needed. makes it easy to track progress on marketing projects and see how they are progressing over time.

By creating a board for each project and adding milestones, deadlines, and other relevant information, it’s easy to stay on top of everything that needs to be done.

As projects are completed, they can be moved into the “done” column so that you can keep track of what.

General Tips

Few quick tips which will help you to use for marketing automation effectively.

  • To automate your marketing tasks, you can create rules on
  • For example, you can create a rule that automatically assigns new leads to the sales team or that sends out automatic follow-up emails after a meeting.
  • There are many different ways that you can use rules to automate your marketing tasks; experiment with different rules to see what works best for you and your team.

Conclusion is a multipurpose software tool, you can use it for marketing process automation, project development management,

and even simple task lists. If you’re looking for a way to streamline your marketing efforts, is definitely worth considering.

Their plans are affordable, and their interface is user-friendly and intuitive.

We have learned How to use for marketing automation, Give a try today and see how it can help you get more organized and productive.

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