Chapter 5: Marketing Automation
Chapter 5 of 15
Chapter 5: Marketing Automation
5.1 Automation Platforms
Marketing automation platforms streamline repetitive tasks and enable personalized customer experiences at scale.
Popular Platforms:
- HubSpot: All-in-one marketing, sales, and service platform
- Marketo: Enterprise marketing automation
- Pardot: B2B marketing automation (Salesforce)
- Mailchimp: Email marketing and automation
- ActiveCampaign: Email marketing and CRM
5.2 Automation Workflows
Common automation workflows include:
- Welcome email sequences
- Lead nurturing campaigns
- Abandoned cart recovery
- Re-engagement campaigns
- Post-purchase follow-ups
5.3 Best Practices
- Segment audiences for personalization
- Test and optimize workflows
- Monitor performance metrics
- Maintain data quality
- Comply with email regulations (GDPR, CAN-SPAM)