How to Get Started with Marketing Automation

If you’ve finally decided to add marketing automation into your digital marketing strategy, good for you! Once all the hard work of choosing a service and getting it started is complete, you’ll thank yourself each day for making the move.

But for now, how do you get started with marketing automation? Is there an easy way to integrate it into your strategy?

In this post, we are going to discuss the initial steps to getting you on the road to success with marketing automation.

Let’s begin!

Organize Your Contacts

The first step involves organizing all of your contacts into one place. Make sure your list is complete and includes all names and emails of people from trade shows, blast emails, paper signups and spreadsheets. Once all of your contacts are gathered, import them into your marketing automation software and segment each group based on factors that are important to your business.

Know Your Audience

The next step is to get a deeper understanding of your audience and how can you reach them. Google Analytics is one of your better tools for this purpose because you can learn a ton of information about your contacts, including:

  • Location
  • Age
  • Gender
  • Interests
  • Geography
  • Device preference
  • Purchasing history
  • Website activity

Capture Leads

You probably have lead forms all over the place: contact pages, landing pages, email newsletters, opt-in boxes, etc. It’s important to capture this information so that you can build out a comprehensive email list.

Many marketing automation providers offer their own landing page builders that allow you to send lead information directly to your list of contacts. However, if you already have your content on a site like WordPress or an HTML website, it can be difficult to capture new leads.

SharpSpring works with your CMS so that you don’t have to rebuild your landing pages or website. It easily integrates with third-party CRMs, plus has its own built-in CRM if you need one. The software also provides a built-in form builder and support for third-party form builders like Gravity or FormStack.

Send an Email

It’s time to send your first email! There are many types of emails that you can send, including welcome emails, trial emails or newsletter emails. Vary up what you send so that you can get an idea as to which emails drive the most results.

Create More Leads

In time, your goal is to grow your email list. One of the best ways to do this is with gated content. Gated content provides readers with valuable content in exchange for their email address. Usually, the content is in the form of a whitepaper or ebook, and it’s something that the user can’t get without giving their email address.

Track Data

One of the highlights to marketing automation software is that you can track and monitor all data. With this insight, you determine what is working and what is not. Some of the most important metrics to pay attention to include:

  • Total number of contacts
  • Number of people in each segment
  • Email opens
  • Click-through rates
  • Blog and website engagement
  • Social media metrics: likes, shares, comments
  • Unsubscribes
  • Conversion rates

If you have more questions about getting started with marketing automation software, call WSI Net Advantage at 610-587-9737 or fill out our contact form. We are more than happy to advise you on the best ways to integrate marketing automation into your digital marketing strategy.

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