37 Tasks Every Marketer Should Automate

As a marketer, you are busy. And, despite the fact that you most likely already know that automating duties and workflows can unlock a whole lot of time, it takes a whole lot of focus to arrange, proper?

Effectively, not essentially.

With the entire advertising automation instruments at your fingertips, it is less complicated and speedier than ever to streamline your workflows.

To maximise your automation technique, we have compiled among the finest advertising duties that you must automate in your workflow.

Download our complete productivity guide here for more tips on improving your  productivity at work.

35 Advertising and marketing Duties to Automate

Electronic mail Duties

1. Delivering Content material Downloads

One of the crucial efficient areas of your advertising technique to automate is e-mail. As one instance, you’ll be able to arrange automated emails to ship content material opt-ins resembling experiences, ebooks, and free templates.

This may be as a substitute of (or in addition to) triggering the obtain within the particular person’s browser. It additionally has the additional benefit of enabling you so as to add a ‘subsequent step’ CTA within the e-mail physique.

Automated content download email

2. Electronic mail Newsletters

There is a vast spectrum of what you are able to do to hurry up the time you spend on e-mail newsletters.

You can begin by streamlining easy issues resembling creating e-mail templates or simply duplicated header designs to hurry up your manufacturing course of.

However your automation choices do not finish there. There’s loads of choices of complicated automation you’ll be able to implement to fit your particular wants.

Automate Mailchimp newsletter with blog RSS feed

3. Drip Campaigns

Electronic mail drip campaigns are a pivotal a part of any digital advertising technique. By mechanically enrolling contacts in a marketing campaign primarily based on outlined standards (resembling opting into your mailing record or buying a selected services or products), you’ll be able to mechanically ship tailor-made content material at set intervals.

Most drip campaigns work successfully when there is a ‘purpose’ for the result in attain — resembling subscribing to one in all your paid plans. Once they attain this, you’ll be able to mechanically unenroll them from this drip marketing campaign and even enroll them in one other one as a substitute.

This is a easy instance of a drip marketing campaign made with GetResponse:

GetResponse simple drip campaign

4. Sensible Personalization in Emails

All high e-mail advertising platforms supply personalization tokens to customise your content material for each recipient.

Take a better have a look at your automated emails and common newsletters to determine the place and how one can put them to the most effective use.

5. Cart Abandonment Emails

Savvy entrepreneurs know to control leads which might be almost changing however want a nudge to cross the road.

When you have an ecommerce retailer, this may be enabled with an automatic cart abandonment e-mail, identical to what Shopify offers:

Shopify abandoned cart email

6. Personalized Electronic mail Campaigns

Relatively than having e-mail drip campaigns for just one stage of your funnel, take time to create personalized e-mail campaigns for the whole buyer lifecycle journey. You possibly can create campaigns that share:

  • High-of-funnel content material for brand new leads unfamiliar along with your services or products
  • Center-of-funnel content material that mentions your product and exhibits methods it might assist them to unravel their ache factors and attain their objectives
  • Backside-of-funnel content material with a deeper product focus

When these three varieties of campaigns are used collectively, you’ll be able to seamlessly information new results in develop into paying prospects — on the proper tempo and with out extra guide work in your plate.

7. Electronic mail Observe-Up

Fed up of manually chasing individuals who have not received again to you? Many CRMs allow you to mechanically comply with up after a set interval (resembling one week) so you do not have to spend hours on tedious follow-up.

Lead Era Duties

8. Minimalist Lead Era

In the event you favor a refined strategy to automated lead gen, there are numerous techniques and types to encourage your technique.

On their simply-designed web site, podcasters and writers The Minimalists present that lead gen does not must be sleazy. It may be, effectively, minimal:

Minimalist lead gen

9. Web site Banner Promotions

Received a webinar arising or a proposal expiring quickly? Pin a minimally intrusive banner to the highest of your web site to characteristic a proposal to guests who land in your web site.

10. Touchdown Web page CTA’s

Ask your self: how will you encourage your web site guests and weblog readers to stay round and discover different pages?

This “New right here? Click on me” button on the underside proper of Marie Forleo’s weblog headers is an effective instance of discovering inventive options to spice up time-on-site:

Blog automate next steps

11. Recurring Webinars

The net enterprise platform Kajabi gives each day instructional and Q&A webinars to offer trial customers with extra worth.

This generally is a actually efficient strategy to convert extra individuals into prospects — particularly in case you can introduce automation to spice up ROI.

A lot of Kajabi’s periods are automated, together with weekly periods for ‘Create and Promote a Product’ and ‘Advertising and marketing Pipelines.’

Automated webinars example

12. Dynamic CTAs

One of the crucial highly effective options in HubSpot’s Advertising and marketing Hub is Smart CTAs. By including a Sensible CTA to your web site — resembling in a weblog put up or sidebar — you’ll be able to show essentially the most related call-to-action to each customer.

You possibly can promote a product-focused webinar to sales-qualified leads whereas exhibiting new guests a extra top-of-funnel content material improve.

HubSpot dynamic CTAs for automated lead gen

14. Slide-in CTA’s

When you have created downloadables resembling ebooks, worksheets, templates, or different assets, you should utilize these as a robust instrument for automated lead gen in your weblog posts. One strategy to seize new leads and get extra downloads is with a slide-in CTA related to a type.

Social Media Duties

14. Fb Bots

An impactful and extremely personalised strategy to automate lead technology is with a Fb bot that guides new leads by way of a conversion course of.

This instance exhibits a easy use case that mechanically delivers a content material improve through Fb Messenger:

Facebook bot for lead gen

15. Social Media Scheduling

An excellent useful strategy to save time scheduling your social media posts upfront is with a social media administration app like Buffer.

In your Buffer Analytics, there’s additionally a useful ‘Share Once more’ button that you should utilize to reschedule the identical posts that labored effectively the primary time.

Buffer share again feature

Content material Duties

16. Dynamic Content material

With dynamic content material in your web site, you’ll be able to enhance conversion charges by mechanically exhibiting essentially the most related content material to every particular person lead.

As one instance, with HubSpot you’ll be able to add smart content to your emails, web site pages, touchdown pages, and templates.

HubSpot smart content website pages

After including a wise content material space, you’ll be able to then mechanically present completely different content material primarily based on:

  • Nation
  • Machine sort
  • Referral supply
  • Most popular language
  • Contact record membership
  • Contact lifecycle stage

17. Content material Manufacturing Queue

Trello is likely one of the hottest and easy methods to handle your staff’s content material queue. However do you know it additionally gives a ton of choices to automate challenge administration, together with protecting your content material pipeline on observe?

With Butler, Trello’s automation characteristic, you’ll be able to create a whole bunch of rule-based and if-this-then-that automation to maintain your content material staff on schedule.

Trello automated project management

website positioning Duties

18. website positioning Web site Audit

Not each advertising staff has the assets to rent an in-house website positioning specialist. Even in case you do, there are a lot of instruments that can assist you streamline your website positioning and keep on high of web site issues and alternatives.

Though it is not the most affordable in the marketplace, Ahrefs is likely one of the hottest and feature-rich website positioning instruments to optimize your search presence.

As one stand-out characteristic, it delivers a Web site Audit to crawl each space of your web site, record all points, and categorize these by sort and precedence stage. You possibly can then resolve these one after the other and re-run the Web site Audit whenever you’re able to test for enhancements.

Ahrefs site audit

19. Key phrase Analysis

One other space the place Ahrefs shines is key phrase analysis. It is tremendous easy to trace the key phrases you are presently rating for, search for alternatives associated to your related matters, and even determine what your opponents are rating for that you just aren’t.

Automate keyword research

Advertising and marketing-Gross sales Duties

20. Upselling Prospects

Advertising and marketing is not nearly leads, it is also about your present prospects. Automation is a robust ally in terms of upselling prospects on the superb time with services and products just like these they’ve already gained worth from.

21. Dwell Chat

Dwell chat has moved from being a nice-to-have to a must have for a lot of companies. Your prospects and potential prospects wish to simply and rapidly get in contact with you.

With dwell chat apps resembling what Drift gives, you’ll be able to create automated chatbots which might be configured to herald advertising leads, not simply sales-ready prospects.

Drift for marketing lead gen

22. Lead Qualification

GetResponse is one other useful instrument for strengthening your advertising staff’s bridge to gross sales and serving to them determine high quality leads.

With a advertising automation platform, you may make certain your leads are sales-qualified earlier than continuing by way of a pipeline.

GetResponse confirm CRM qualification template

23. Lead Scoring

With lead scoring instruments, you’ll be able to successfully observe engagement and know which results in comply with up with or enroll in a workflow that is additional down the funnel.

ActiveCampaign makes it straightforward to reward factors and deduct them primarily based on particular conduct and engagement, resembling when a lead downloads content material or visits your pricing web page.

Active campaign lead scoring

24. Good-Match Leads

ActiveCampaign additionally notifies you when leads have gotten extra engaged. It mechanically triggers e-mail notifications and assigns duties primarily based on lead rating modifications.

ActiveCampaign lead score notifications

25. Automated Product Demo Video

For example of automated sales-qualified lead gen, Marketo gates its demo video behind a type to gather knowledge from certified leads.

Marketo gated demo video for lead gen

26. Lead Task

With gross sales automation you’ll be able to mechanically distribute your new leads and offers primarily based on:

  1. An evenly distributed round-robin
  2. Based mostly on worth (to make sure all gross sales reps get about the identical quantity of worth over time)

ActiveCampaign automated lead distribution

27. Trial Extension Affords

If somebody indicators up for a trial of your product however does not convert, think about sending them a trial extension supply.

This efficient instance from Kajabi is beneficiant and extremely personalised to encourage conversions.

Automated trial extension offer

Administration & Group Duties

28. Contact Administration

Your dropping a whole lot of time in your workday if what you are promoting does not have an automatic strategy to manage contacts from all channels

Your reply to it is a cloud-based CRM system with built-in pipeline administration and automation capacities, resembling what Copper, HubSpot, and Pipedrive supply.

29. Inbox Filtering

You do not have to achieve inbox zero, however you’ll be able to clear up a whole lot of the chaos in your inbox utilizing automated inbox filtering. This is a quick WikiHow tutorial on how one can use Gmail’s precedence inbox characteristic.

Gmail priority inbox

30. Sync New CRM Leads

Two of an important instruments in your advertising stack are your CRM and e-mail advertising app.

Your CRM works finest when it is on the middle of your stack with contacts from different apps immediately synced. It is also vital to make sure that the correct leads are in your publication record. You possibly can obtain each of those objectives by keeping your CRM and email platform in sync.

In addition to syncing related new CRM contacts along with your publication record, it’s also possible to immediately take away leads out of your mailing lists in the event that they opt-out in one other app.

31. Advertising and marketing Stories

It is easy to spend so much of your workweek on reporting: discovering the correct knowledge, creating visualizations, and sharing these along with your staff.

With instruments like Google Data Studio and Supermetrics, you’ll be able to join your whole advertising knowledge for reporting in a single platform.

This is a free Google Data Studio reporting template that exhibits how you might mechanically join your knowledge.

Google Data Studio reporting templates

32. Updating Assembly Slides

As a substitute of manually updating Google Slides with the correct knowledge forward of conferences, you’ll be able to mechanically sync charts and data views in Google Sheets with Slides (and Docs) to unlock time and cut back scope for error.

Google sync chart with Slides

33. Slack Reminders

In the event you’re an everyday Slack person, you will have a number of automation choices to streamline your workflows. You possibly can reap the benefits of this by organising a weekly Slack reminder to prep for upcoming staff conferences.

34. Crew Progress Updates

One other instance of how one can reap the benefits of Slack automation is by asking for updates on vital tasks initially of each week. Just like Slack reminders, you’ll be able to message your staff on a recurring foundation so that you’re at all times within the loop.

35. Challenge Administration

Like Slack, Trello is one other app which you could rapidly stage up with automation.

For example, in case your editorial staff has a content material planning board, at any time when a weblog put up is moved to the ‘Modifying’ column on Trello, the due date is mechanically up to date and the correct staff member is assigned to ensure each bit is edited on time:

Trello automation change due date

Information Duties

36. Contact Information Enrichment

Do you end up having to manually discover out details about a brand new lead? Use Clearbit to mechanically enrich the information you will have for each new lead that enters your CRM and advertising apps.

37. Automated Information Syncing

Manually exporting and importing knowledge between apps won’t ever be the spotlight of any marketer’s day.

To unlock time for what actually drives your KPIs whereas bettering knowledge high quality in your whole advertising apps, set up a two-way data sync between your apps. This can maintain the client knowledge in sync not solely throughout your advertising apps, however all through your whole tech stack, too.

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