Marketing Automation

In This Section, You Will Learn:

• • What marketing automation is
• • Email marketing basics
• • Social media scheduling
• • Setting up automated funnels
• • Tools for automation

What is Marketing Automation? (Definition)

• Marketing Automation = Using software to automate repetitive marketing tasks.
• What Can Be Automated:
• • Email sequences
• • Social media posting
• • Lead follow-up
• • Customer onboarding
• • Reporting
• Benefits:
• • Save time (10+ hours/week)
• • Consistent execution
• • Better lead nurturing
• • Scale without more staff
• Reality: The best marketers automate the routine so they can focus on strategy

Email Marketing Basics

• Why Email Still Works:
• • Direct line to customers
• • Owned audience (not algorithm-dependent)
• • High ROI ($36 for every $1 spent)
• Key Email Types:
• • Welcome sequence: New subscriber onboarding
• • Nurture sequence: Building relationship over time
• • Promotional: Sales and offers
• • Abandoned cart: Recover lost sales
• Email Platforms:
• • Mailchimp (free tier available)
• • ConvertKit (for creators)
• • Klaviyo (e-commerce)
• • MailerLite (affordable)
• Automation Example:
• Day 1: Welcome email
• Day 3: Value email (tips)
• Day 5: Story/connection email
• Day 7: Offer email

Social Media Scheduling

• Why Schedule Content:
• • Post at optimal times without being online
• • Batch create content (efficiency)
• • Maintain consistency
• • Free up time for engagement
• Scheduling Tools:
• • Meta Business Suite: Free for FB/IG
• • Buffer: Easy to use, free tier
• • Later: Great for visual planning
• • Hootsuite: Multiple platforms
• Scheduling Workflow:
• 1. Create content in batch (weekly)
• 2. Schedule for optimal times
• 3. Check daily for engagement
• 4. Adjust based on performance
• Best Posting Times:
• • Use platform analytics to find
• • Generally: mornings and evenings
• • Test and optimize

Setting Up Automated Funnels

• Simple Automation Funnel:
• 1. Ad → Landing page
• 2. Landing page → Email opt-in
• 3. Auto email sequence → Nurture
• 4. Promotional email → Sale
• Funnel Tools:
• • Landing pages: Carrd (free), Leadpages
• • Email: Mailchimp, ConvertKit
• • Links: Linktree, Beacons
• • Complete: ClickFunnels, Systeme.io
• Retargeting:
• • Show ads to people who visited website
• • Higher conversion rate
• • Meta Pixel required
• Once Built, Funnels Work 24/7

AI Automation Tools

• AI for Marketing Automation:
• • ChatGPT for content creation
• • Jasper for ad copy
• • Zapier for connecting tools
• • Make.com for workflows
• Example Automations:
• • Lead form → Auto add to email list
• • New sale → Auto thank you email
• • New follower → Auto DM welcome
• • Weekly → Auto report generation
• The Goal:
• Automate the routine, focus on strategy and relationships