Marketing automation is the process of mapping out contact lifecycles, orchestrating and personalizing the overall customer experience. This takes the form of communicating with your customers along different online outlets, tracking your lead interests, and managing repetitive tasks with your internal team members. When creating automations, it is important to plan ahead and consider all the necessary steps in a process. Marketing automation helps you make the whiteboard real, transcribing contact lifecycles into a repeatable and measurable process.

Marketing automation allows you to personalize and tailor every part of the customer journey for your contacts, making your marketing processes nimbler and smarter while saving you time. By automating your repeatable processes you can focus on the personal touches that will set your business apart, and have the peace of mind that you haven’t missed a step with any individual contact.

You can capture, nurture, and close leads, identify contacts who are ready to buy, notify internal representatives when a contact is close to conversion or at risk of churn, increase event attendance, decrease the rate of shopping cart abandonment, provide product fulfillment, and more – all in the same platform.

Build dynamic cross-sections of contacts by using the segment builder. The segment builder lets you search by categories, such as contact details, custom fields, and contact actions. Segment your customers based on the audience you want to reach, the topics they care about, and their overall engagement with your brand.

A CRM, or Customer Relationship Management software, tracks and stores all interactions and processes your leads and customers are experiencing with your business. Marketing automation uses the information from those interactions to create personalized digital experiences for each and every customer based on the automated processes you build within ActiveCampaign.

You’ve come to the right place! ActiveCampaign teaches automation with a straightforward approach, helping you take a step back to map out your processes before you build them.

There are several ways to learn marketing automation with ActiveCampaign:

• Accelerated Onboarding: Hit the ground running with this webinar series featuring a live moderator answering all of your questions. Get your new account
• Courses: From Getting Started to email marketing and segmentation techniques, learn how to build marketing automation campaigns from ActiveCampaign experts.
• Study Hall: Bring your knowledge and questions to Study Hall, a three-session live webinar series presented by ActiveCampaign experts. Learn how to understand what your contacts want, and how to deliver them relevant, personalized messages at the right time with marketing automation.
• Help Center: Are you the do-it-yourself type? Check out the expansive Help Center, where you can learn more about setting up your account, building automations, creating campaigns and more.
• Book a 1-on-1: There’s a lot to learn, and we know you’ll still have questions. That’s where the ActiveCampaign Customer Success team comes in. Book time with one of our experts, and get 1-on-1 help for your questions. Plan, build, review, and test automations with a member of our team.