Getting Started with Marketing Automation

your advertising feels like an amazing activity that requires a variety of
technical expertise. The fact is, it’s as advanced (or as easy) as you make it.

Before you grasp advertising automation, taking the primary steps is what counts. You’ll see it’s not as intimidating as it might appear.

If you don’t already know what advertising automation is and why you must use it, learn What is Marketing Automation? first.

If you do know, however don’t know how one can begin, follow-through, and also you’ll see how easy advertising automation might be.

Automation in advertising takes many types. When entrepreneurs discuss automating their processes, they may imply something from constructing conversion funnels, integrating apps in order that they work collectively (saving their time), or creating workflows for his or her e mail campaigns to work routinely. In this information, you’ll study the important definitions of e mail automation constructing blocks and easy workflows to realize your online business objectives.

I’ll be basing this information on the GetResponse Marketing Automation platform – a great advertising automation software program ought to provide comparable options. If you’re not GetResponse’s person already, join a free trial and take a look at it out!

Table Of Contents

What you want earlier than you begin

Before you begin, you want a couple of issues for advertising automation to give you the results you want. These are:

at the least one automation message,a touchdown web page,and a registration kind.

You don’t have to have an intensive listing of contacts to start out. In truth, it’s higher to experiment together with your first automation workflows on a smaller group of individuals, simply in case there’s a small mistake right here and there. So, should you’re nervous about testing in your clients, create a listing with only a few emails, yours and your colleague’s, and also you’re good to go.

Also, don’t stress should you don’t have sufficient knowledge to start with – your workflows might be arrange in a means that they’ll gather beneficial knowledge that you just’ll have the ability to use to spice up engagement and conversions.

The ultimate factor you’ll want is an efficient advertising technique. Plan out what you need to obtain and what steps will likely be essential to do it. This will maintain your workflows simple and efficient. Then, put the plans into motion by constructing your first advertising automation workflow.

Basic advertising automation
constructing blocks

automation consists of workflows that mirror your subscriber’s expertise or

The easiest technique to create a workflow is through the use of a pre-made workflow template. In GetResponse, there are dozens of templates you may select from, relying in your objectives and wishes.

Although utilizing templates is tremendous simple, it’s greatest to familiarize your self with the workflow’s constructing blocks first to grasp how the template works and to have the ability to customise it.

You must also know that advertising workflows are stackable and modular, so you can begin with two blocks and add extra later.

There are three varieties of constructing blocks classes: circumstances, actions, and filters.

Conditions Actions Filters – marketing automation


Conditions are
occasions that occurred inside your on-line setting triggered by your person’s habits.
They’re additionally sometimes the X within the “If X, then Y”.

To construct a
workflow, you could outline a situation first. When it’s met, automation executes
the workflow, and the contacts stream down the trail.

There are varied
helpful blocks on this class, corresponding to:

Subscribed by way of …, message despatched, and touchdown web page visited

These three are all beginning circumstances – they need to be positioned at first of your automation workflow. They set off the workflow for these you could have chosen for the situation. They solely have a “sure” connector, which implies they will solely begin the workflow for individuals who meet the standards.

Subscribed by way of … –– this when the contact makes its first look in your listing. You select which listing you’re specializing in, and the strategy by which they subscribed. For instance, “any individual subscribed to my listing referred to as vip-customers by way of my touchdown web page” or “I added an individual to the my-dearest-friends listing manually”.

easy block is the “message despatched” – it begins the workflow for the contacts to
which you despatched a selected (or any) message.

web page visited” works the identical means as “message despatched”, however, after all, for any touchdown
web page visited by the subscriber.

Link clicked and message opened

Use the “hyperlink
clicked” block if you need to decide if a subscriber clicked a hyperlink –– it
might be any hyperlink from any message, any hyperlink from a selected message, or a
particular hyperlink from a selected message.

The “message opened” block is fairly comparable. It means the subscriber opened your message – any message, any e-newsletter/autoresponder/AB Test/automation, or a selected message.

After these blocks, you may select totally different actions for each “sure, they clicked”/ ”sure, they opened” and “no, they didn’t”.

Special occasion

(Also a
beginning situation)

Special occasions might be set for any date customized discipline you could have in your account. It
might be the contact’s birthday, their subscription date, anniversary, and so forth. You
can select when to set off the subsequent step (the opposite constructing block’s motion) ––
instantly, earlier than, or after. Also, determine if you'd like it to be a one-time occasion
or if it’s alleged to be energetic yearly on the identical day.

Custom discipline modified, contact copied to listing and make contact with moved to listing

discipline modified” works for any change that occurred to any sort of customized discipline,
whether or not the change was utilized by you or the contact themselves.

copied to listing” and “contact moved to listing” are helpful if you need to add
contacts to your workflow after they’re copied from or moved to a distinct
listing. It’s essential to notice that the contacts should be copied/moved by API
or a distinct workflow.

Ecommerce instruments – buy, deserted cart, billing standing modified

These 4
blocks are additional helpful for ecommerce shops.

helps you to apply the situation to any purchases out of your shops. If you combine
your retailer with GetResponse, you are able to do it both with API or set up a
particular JavaScript in your web site. If you combine with JavaScript, you enter
the after-purchase thanks web page’s URL to trace. If you join by way of API, you
choose circumstances for the acquisition you need to comply with. For instance, you may set
it to work like this: “Whenever a purchase order of merchandise X, variant three, for greater than
100 USD is made at my retailer Store4 (…)”.

“Abandoned cart” helps you to select the variety of days/hours after which you assume the cart in your retailer was deserted. It’s an ideal block to make use of in cart abandonment e mail sequence to get your clients to transform.

URL” helps you to see if the subscriber visited a website of your selection. (You have to
set up JS code on the URL you need to monitor). It might be helpful, for instance,
to attain or tag contacts that visited a hyperlink you despatched them by way of e mail.

standing modified” lets you take steps after the billing standing from any of
your shops has modified.

If tag…, If rating…

These two circumstances allow you to take the subsequent steps for contacts which have been assigned a given tag or have reached a variety of factors in your workflow – however, extra on that later, once we get to “rating” and “tag” motion blocks.


Actions are
the essence of promoting automation. It’s what occurs when the situation is met.

Here’s what
they do:

Send message: Although the title is self-explanatory, there may be one factor value mentioning: the message despatched will likely be a advertising automation message. It’s a kind of message used solely as an motion. The distinction between this and every other message you utilize is that the e-mail will get despatched because of all of the circumstances and filters you arrange within the workflow – you don’t use customary settings to find out when the message is shipped. You can create a advertising automation message particularly for the aim of your workflow or copy the content material from any message you could have already created.Custom discipline: With
this motion block, you may assign a customized discipline and its worth to your contact
or take away an already current customized discipline. Copy to listing; transfer to listing: These block copy/transfer the contact to
one other listing, with the choice so as to add them to a customized day within the autoresponder
cycle, or don’t add them to the opposite listing’s cycle in any respect.Copy to workflow; transfer to workflow: If you copy contacts to a different energetic
workflow, they full two workflows at a time. If you progress them to a different
energetic workflow, they may full solely the one you moved them to.Wait: Temporarily stops contacts from transferring down your workflow. It’s greatest used earlier than different actions to time them.
wait workflow gif.

Remove contact: Removes the contact from any given
listing, autoresponder cycle, complete account, or present listing and workflow.Score: Adds a variety of factors to your contact for finishing an motion. For instance, in case your lead opened an e mail, you can provide them 5 factors; in the event that they clicked a hyperlink –– 10 factors, and so forth.Tag: Assigns a label to your contact. It might be something you set it to be, however it’s nice for monitoring buyer engagement, for instance: energetic, inactive, engaged, not_engaged, and so forth. You can create tags as you go, however it’s greatest to have a primary tagging plan set earlier than you start, so take into consideration who you need to tag, how, when, and why.


Filters create segments that aid you goal extra particular components of your viewers. They needs to be used as the item of an motion (e.g., if you wish to ship a message, which is an motion, and also you need to ship it to first 100 contacts, you utilize an “Amount” filter)

The filters
you should use in your advertising automation workflows are:


You selected as much as 6 totally different ranges of contacts, for instance, each hundred individuals, and you'll select a distinct motion for every vary. In the image beneath, you see a block with six set-up ranges and 6 connectors, every representing a following vary of contacts.

Marketing Automation range filter

What you need to do with contacts from every vary is as much as you and the actions you hook up with the block.


This block helps you to select what number of contacts to succeed in with the subsequent motion, e.g. if you wish to ship an automation message to the primary 100 contacts that subscribed to your listing and assign a distinct motion to all of the remaining contacts after the 100 mark.

Example: You can set the vary to 100 contacts and ship them a reduction code.

Automated marketing, amount filter

Dynamic segments

Dynamic segments
mean you can goal particular segments of your listing, utilizing segments you could have
already created, or by creating a brand new, workflow-specific, section.

You can modify
properties of this block to section your contacts throughout all lists by including
a number of circumstances or situation teams.


The “Lists” block can search by your lists in two methods. The first means is sorting contacts by the listing they’re in – looking out by their ID. If your workflow begins by contacts subscribing to any of your lists, you should use this filter to carry out an motion solely on individuals from one particular listing.

The different
variant is trying to find contacts in all of your lists utilizing their e mail handle,
to see if they seem on multiple listing. You can then carry out totally different
actions for people who find themselves duplicated in your account, and people who find themselves subscribed
to at least one listing solely.

Consent standing

If you could have
created at the least one Consent Field, you may then kind your contacts within the
workflow by their consent standing. For instance, in the event that they agreed to you sending
them advertising communication, you may proceed with sending messages, connecting
a corresponding motion to the “sure” connector. If they haven’t given consent, or
have withdrawn it, they’ll go down the detrimental path, so you should use the “no”
connector to tag them as “no_consent” and even delete them out of your listing to depart
solely consenting contacts on it.

Only distinctive contacts

This is the
easiest block to make use of, because it’s not configurable. It filters out duplicate
contacts in your listing, so that you don’t have to fret about sending a number of
messages to the identical contact greater than as soon as.


The “Splitter” block is ideal for if you need to take a look at totally different automation messages. Or, simply take a look at two advertising methods, sending contacts down two various paths. You can select the proportion of individuals that may land in path A and in path B, and they are going to be randomly distributed. It might be any cut up, however contemplate the most well-liked 50/50 for essentially the most dependable take a look at you may then monitor in your statistics.

Whew, that was so many blocks to know! But don’t fear, for simplest workflows, particularly the primary ones you create, you received’t want as lots of them. Start with two blocks –– one situation, one motion and broaden later. Remember, advertising automation is simply as advanced as you make it.

Creating workflows and utilizing templates

Now that you realize all of the constructing blocks, it’s time to discover ways to join them.

First, open your automation workspace. In GetResponse, you’ll have the ability to select if you wish to begin from scratch or use a template.

Here’s a fast overview of utilizing templates to construct workflows.

But, for now, let’s say you selected to work from scratch.

When you enter the workspace, you’ll have to call your workflow and decide a beginning block.

You can drag and drop the blocks into the workspace. The blocks have connectors from which you'll drag a line to a connector of one other block. You’ll see that a few of the blocks don’t have the connector on prime –– these are beginning blocks that needs to be positioned at first of your workflow. When a situation block has two connectors on the backside, a inexperienced and a purple one, it'll divide your workflow into two paths, one for the contacts that meet the necessities, the opposite for individuals who don’t.

Building automation workflows gif

You will
see what number of contacts move by the situation blocks always.

automation workflow contacts number

The image beneath exhibits the only workflow to construct. It can be utilized in some ways, however its hottest use is as a welcome e mail cycle.  “If an individual subscribes to any listing, ship a message.” Select a message to welcome your new subscriber, and voila! It’s a full welcome sequence.

welcome email sequence

Now that you know the way constructing automation workflows works, let’s see it in a extra sensible gentle. Following the advertising automation examples beneath, you’ll discover ways to assemble workflows that aid you meet your online business objectives.

Achieving enterprise objectives with
advertising automation workflows

There are two primary causes to start out automating your advertising, and so they all the time go collectively. It’s wanting to save lots of time and reaching extra enterprise objectives quicker. So, listed here are some easy workflows categorized by objectives they may aid you obtain. Read on and see what works for you.

Contact listing constructing

If you need to generate profits by e mail advertising, constructing a contact listing is a continuing prime precedence aim. To purchase a high-quality crowd, you could ensure you provide a high-quality expertise.

Simple welcome message

Make your subscribers
really feel welcome and begin with a easy welcome e mail for every new subscriber.
Then you may broaden and ship welcome e mail sequence that provide worth to your
audience and steadily make them prepared for making an knowledgeable buying

Let’s say
that individuals land in your contact lists in plenty of alternative ways – they fill
out a kind in your touchdown web page, you add them manually, and so forth. You need to
welcome all of them with equal pleasure. Lucky for you, you solely want two blocks for
that, and I’ve already talked about this workflow on this article as the only
one! You may use a template for this. It’s “Simple welcome message.” You
then set the parameters of the situation to “subscribed to any listing by way of any
methodology,” and create or choose a welcome e mail within the “Action” block.

Simple welcome message workflow.

Here’s an instance of a welcome e mail:

welcome message exampleThis is us – the GetResponse Content Team. You can get an e mail similar to this if you subscribe to our weblog 😉

Welcome e mail sequence

An ideal
welcome e mail is essential for the general e mail advertising expertise you’re
providing. But it’s not attainable to incorporate all of the essential info in a
single message and preserve a transparent conversion aim.

That’s why
it’s a good suggestion to plan an e mail sequence the place every message is designed with a
separate CTA in thoughts.

An e mail sequence additionally makes it simpler to gather beneficial details about your contacts’ info wants and preferences. You can use tags and scoring to trace person habits and optimize additional communication stream.

For welcome e mail sequence, you could add blocks after the primary motion, e.g., one other situation like “message opened”, then “wait” set to nevertheless many days you're feeling are acceptable, then one other “ship message” block, and so forth.

Welcome email series automation workflow.

You can use welcome e mail sequence to run brief onboarding and schooling campaigns on your contacts.

Simple contact cut up

Every time you
need to take a look at your communication on two teams of contacts and examine the outcomes,
use the Splitter filter to separate
your contacts into totally different buyer journeys.

If you apply the splitter after a given motion, the remainder of the workflow can look fully totally different for every share of individuals. You determine how one can cut up them, for instance, 50%/50%, and what messages you ship afterward.

Simple contact split workflow.

Lead nurturing and retention

Most e mail advertising packages are aimed toward aiding the contact on the journey from a prospect to a glad buyer that retains coming again. If you need to make it profitable, you could maintain your contacts engaged for a sure time frame. This will exponentially improve their LCV (Lifetime Customer Value).

Rewarding loyal contacts

You can assign scoring factors primarily based on person habits (e.g., e mail opens, hyperlinks clicked, URLs visited) and ship customized emails to your most engaged contacts.

The emails you ship to contacts with larger scores might be something from thanks messages to particular promo codes.

Rewarding loyal contacts using email marketing automation

Contact retargeting

Relevance is essential to engagement. It principally implies that individuals will open and click on the hyperlinks in your emails so long as they discover them beneficial.

You can
design your e mail templates to encourage contacts to learn different associated provides.
Then you may create a workflow that sends a message suggesting expanded provide
primarily based particularly on contacts’ pursuits and habits.

Contact retargeting

If you want higher lead administration, make room for energetic contacts in your listing and take away the inactive ones, contemplate tagging your leads primarily based on their rating. That’s what the automation workflow beneath is constructed for:

Tagging based on scoring – an automated workflow.

When your contacts click on in your hyperlinks, open your emails, give them a rating. There’s even a selected template construct for a primary scoring plan should you don’t need to put scoring parts in different workflows. Then, to take care of listing hygiene, use the workflow above – tag the engaged contacts with a better rating, as engaged clients or heat leads. Tag them otherwise (inactive, chilly, and so forth.) when they don't work together together with your campaigns, due to this fact not reaching the required threshold.

This easy tagging system might be of nice assist when you could have an unique give you need to pitch solely to your superfans. It all relies on the variety of factors you set within the “wait till the rating is larger than…” block.

Read extra about 6 Lead Scoring Techniques You Should Use with Marketing Automation.


When you promote merchandise on-line, you want a system that may take excellent care of your clients post-purchase, ship thanks and guarantee them concerning the standing of their order. Also, you could encourage them to go to your website typically, in the end buying extra.

Lucky for you, that’s what advertising automation instruments are right here for!

Cart abandonment

This easy workflow helps you to ship a follow-up message to clients who've positioned gadgets of their purchasing cart however left with out buying them. This will cut back the variety of incomplete orders and remind clients to come back again.

You’ll want to organize an automation message with a reminder. And for the Abandoned Cart to work, you’ll want to attach your retailer with GetResponse by way of API or JavaScript.

If you need to embody the gadgets from the cart in your automation message, you’ll need to allow sending new ecommerce knowledge to GetResponse or export current ecommerce knowledge to your GetResponse account. Then, whereas creating the message, use an Abandoned Cart block within the e mail creator – and voila!

Abandoned cart reminder email automated workflow.

An deserted cart automated message can appear like this:

See 6 Rules to Recovering Abandoned Cart Emails for extra ideas and inspiration.

Post-purchase follow-up

Speaking of deserted carts, you don’t need your clients to really feel like they’ve been forgotten and acquired a services or products from a void that doesn’t reply. But, after all, you don’t should follow-up manually to make the emails private.

You can arrange a post-purchase follow-up template that appears like this:

Post purchase follow up email workflow.

After a purchase order is made, tag your buyer primarily based on the acquisition – it'll aid you in future campaigns. Then, ship them a thank-you e mail!

After ten days, you may follow-up with a message presenting different provides out of your retailer, or different offers the shopper may like.

It’s quite simple however it'll go a great distance. The clients will get extra engaged together with your model very quickly, and you should have a variety of time to your self when the entire course of is automated.

How to take advantage of out of promoting automation in 30 days

If you’re desirous about attempting out advertising automation for your self, a free trial in GetResponse is one of the best ways to do that. You’ll have 30 days to take advantage of out of it. How? It’s simple, let me clarify.

When you enroll, begin with making a touchdown web page.Put a contact kind in a visual place on the touchdown web page.Publish the web page and submit the hyperlink to it in your social media – let your family and friends signal as much as your listing.Using our e mail creator, make an automation message that may welcome your new contacts.Then, arrange a workflow consisting of solely two blocks – “subscribed to a listing by way of any methodology” and “ship a message”.

And that’s solely day one! You’ve bought 29 extra days left to start out producing conversions!

Analyze the outcomes of your first automated e mail, taking metrics like open price and click-through price under consideration.Think of your aim and see if any of the workflows advised on this article applies to what you need to obtain. Look at different templates constructed for you in GetResponse. If you need to strive one thing totally different, strive constructing a workflow your self utilizing your contemporary data of constructing blocks.Experiment and take a look at your workflows – it’s even simpler if you’re simply beginning out as a result of you are able to do just about something with none massive dangers.Analyze your exams to see what works on your model and what needs to be tweaked.If you need to know extra, don’t be afraid to ask for assist. Also, look into our FAQs, search for inspiration in sources, and take a look at extra articles on our weblog. This will take you on a journey to change into a advertising automation skilled.

Are you able to strive automating your advertising?

Helpful sources

If you need to study extra about this matter, listed here are some nice reads we advocate:

What are your ideas on advertising automation? Do you could have attention-grabbing ideas for people who find themselves simply beginning out? Let us know within the feedback beneath!

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