Top 10 Marketing Automation Best Practices, Benchmarks and Techniques

Everything you need to know about marketing automation and why it's so important for your business.

Written by Ashok Kumar · 4 min read >

Digital Marketing is unquestionably the most important ally of businesses seeking to improve their Online results. It is feasible to attract people who suit the brand’s target audience and begin a lengthy and profitable relationship using the method. Therefore, it is incorrect to believe that idealising the technique will result in natural results.

Let’s dive straight into the updated guide of marketing automation. Here we will not mention too many stereotyped solutions that you are already aware of.

Start with the end in mind the ultimate purpose of every marketing automation system you set up in your business should be to have various assets that can replace you, help you to generate cash flow and grow your business without your day-to-day involvement. 

Employee qualification, marketing automation best practices and strategic decisions made by managers are critical to the success of internet marketing activities. Adopting strategies centred on the user experience, for example, can mean the difference between a strategy’s success and failure. 80% of the world’s top-performing organisations that have used marketing automation for three or more years have seen a significant increase in revenue and user experience. Marketing automation presents an exciting possibility for higher productivity, cost savings, and improved customer experience for marketing professionals (CX). Starting an automation journey for your company may seem daunting, but with the correct guidance, it’s easier than you think. If you get it right, it will pay off handsomely. Here are some marketing automation techniques for you! 

What Is Marketing Automation and How Does It Work?

Marketing automation is a broad phrase that refers to the usage of a platform to automate tasks across your inbound advertising networks. In general, they can involve monotonous, but necessary, duties like emailing, social media, and managing contact details. When utilised appropriately, marketing automation allows you to create leads and nurture leads at every phase of the client journey, enabling you to drive more revenue and maximise ROI without sacrificing job quality. 

Marketing automation goals can allow you to accomplish more in less time by implementing optimised operations. Marketing automation does not replace you or your skill set. It will only improve your current abilities. Currently, about 70% of marketing leaders use a marketing platform. 23% of those who automate marketing also automate content distribution. Marketing automation, at a high level, collects data, classifies your audience based on actions and interests, and allows you to generate marketing automation benchmarks to convert your target demographic.

5 Marketing Automation Techniques for Success 

Step 1: Collecting User Information

Automation is propelled by information. Your marketing automation platform captures data every time your target audience interacts with a piece of content. For instance, your target audience may interact with your material by:

  1. Launching an Email
  2. Subscribing Via a Web Form
  3. Buying Anything
  4. Obtaining a Freebie
  5. Clicking on an Advertisement

As this data is pushed back into the automation platform, it generates a client profile based on factors like as habits, interests, and demographics.

Step 2: Segmenting Audience

Without getting too technical, segmentation is the process of splitting your audience depending on their interests, habits, activities, and so on. In other words, segmentation entails categorising your client profiles into several groups in order to identify and solve their wants and pain areas. All marketing automation tools support audience segmentation to some extent.

Step 3: Personalized Marketing Content

You can begin creating valuable, relevant content based on the information discussed in Step 1. To be clear, the marketer generates the content, while marketing automation gathers the data required to create personalised content. This tailored content comprises the marketing messages in your campaigns, which you will distribute to your audience groups via various marketing channels such as email, social media, and SMS.

Step 4: Planning Campaigns

Marketers create marketing automation best practices and the processes that software follows. Assume a company has an abandoned cart nurturing sequence that is triggered automatically when a consumer adds an item to their order and then clicks away from the site. Such a sequence would have been created by a marketer as part of a campaign in their marketing automation software.

Step 5: Analyze Results and Tweak Campaigns

It is critical to collect and analyse data produced by your automation software on a regular basis. For example, you may examine where leads are most likely to convert throughout your customer journey, as well as where most leads leave off. Utilize these marketing automation benchmarks to improve marketing, improve the customer experience, and ultimately generate more conversions.

Marketing Automation Best Practices for 2023 

1. Identify the right tasks

Search for your team’s most time-consuming marketing responsibilities. This is where you’ll see the most benefits from automation. As previously said, merely automating response emails, for example, can significantly minimise your team’s administrative strain. Make a list of all of your existing marketing responsibilities and select those that are both time-consuming and automatable.

2. Select the best software

When it comes to automation software, there are virtually limitless options. Picking out the best products can be difficult, especially when starting out. We’ll expose you to the best of the crop later in this piece, but it’s also worth mentioning that software suited to your business may exist. Extend your investigation to ensure this before making a long-term commitment. Most platforms include a free trial period, allowing you to try the software in your specific environment and determine which is the best fit.

3. Guide your team

Although automation improves marketing efficiency immediately, the implementation of new software, and deciding marketing automation goals and procedures necessitates an investment in training for relevant people. Team members must understand how automation fits into their workday and how their function may be refocused. Highlight the positives and allow employees to completely evaluate new technologies while admitting any reservations they may have. Marketing automation is expected to become one of the most crucial marketing abilities, and firms are investing accordingly.

4. Evaluate automation effectiveness

The installation of automation is not the conclusion of the narrative. We advocate conducting a regular assessment of what is functioning well, what may be improved, and the impact of automation on important indicators. This method enables you to make the necessary adjustments at the proper time.

What is a marketing automation workflow?

What is Marketing Automation?

Prepare for the Future with These Marketing Automation Tips

  • Stay ahead of the changes   

Marketing automation techniques and trends are constantly changing, so it’s critical for businesses to stay not only aware of, but also ahead of the curve. Collaborate with firms that will keep you up to date and assist you in making the best decisions based on upcoming marketing automation techniques.

  • Resources

Keeping up with the ongoing changes and knowing what decisions to make in reaction to them may be extremely difficult for even the most experienced marketing directors. You require a partner that will serve as a resource for what’s happening in the marketing automation sector and what the best options are for your company’s specific requirements. 

  • Technology

To prepare your business for changes in marketing automation, you must concentrate on your marketing technology stack. You must ensure that your marketing automation solutions are not only adequate for today’s marketing automation goals but will also expand with your organisation as it grows and new marketing automation trends emerge.

What are the 4 pillars of marketing automation?

Automation & Orchestration, Content Experience, Data Analytics & Insights, Sales & Marketing Bridge are the main pillars of marketing automation.

Which CRM is best for automation?

It totally depends on your need. But more than 30% of businesses use Hubspot.

What is the difference between marketing automation and CRM?

CRM is mostly used as a sales tool, whereas marketing automation is a lead generation and nurturing tool.

What are the best marketing automation tools to use in 2023

  1. HubSpot Marketing Hub.
  2. ActiveCampaign for Marketing.
  3. Klaviyo.
  4. Braze.
  5. Insider.
  6. Constant Contact Lead Gen & CRM (formerly SharpSpring)
  7. Mailchimp All-in-One Marketing Platform.
  8. Sendinblue.

Automation is the future of business, yet marketing automation best practices can swiftly shift in the ever-changing world of creative operations. Marketing automation may appear to be a daunting task at first, but picture how good it will feel to sit back and relax once everything is in place. Marketing automation may help you save time, energy, and money — and make your customers’ life easier and happier. 

Written by Ashok Kumar
CEO, Founder, Marketing Head at Make An App Like. I am Writer at, KhaleejTimes, DeccanHerald. Contact me to publish your content. Profile

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