37 Duties Each Marketer Must Automate

by | Oct 22, 2021 | Etcetera | 0 comments

As a marketer, you might be busy. And, although you probably already know that automating tasks and workflows can release a lot of time, it takes a lot of focus to organize, correct?

Smartly, not necessarily.

With the entire promoting automation apparatus at your fingertips, it’s simpler and speedier than ever to streamline your workflows.

To maximize your automation methodology, we now have now compiled some of the highest promoting tasks that you simply should automate on your workflow.

Download our complete productivity guide here for more tips on improving your  productivity at work.

35 Promoting Tasks to Automate

Piece of email Tasks

1. Delivering Content material subject matter Downloads

One of the environment friendly areas of your marketing strategy to automate is email correspondence. As one example, you’ll organize automatic emails to send content material subject matter opt-ins corresponding to tales, ebooks, and loose templates.

This may also be as a substitute of (or along with) triggering the download throughout the person’s browser. It moreover has the additional advantage of enabling you as a way to upload a ‘next step’ CTA throughout the email correspondence body.

Automated content download email

2. Piece of email Newsletters

There’s a huge spectrum of what you’ll do to speed up the time you spend on email correspondence newsletters.

You’ll have the ability to get began by the use of streamlining simple problems corresponding to creating email correspondence templates or just duplicated header designs to speed up your production process.

Then again your automation alternatives don’t end there. There is also quite a lot of alternatives of complex automation you’ll implement to suit your explicit needs.

Automate Mailchimp newsletter with blog RSS feed

3. Drip Campaigns

Piece of email drip campaigns are a pivotal part of any digital marketing strategy. By the use of automatically enrolling contacts in a advertising marketing campaign in accordance with defined requirements (corresponding to opting into your mailing report or purchasing a selected product or service), you’ll automatically send tailored content material subject matter at set classes.

Most drip campaigns artwork effectively when there’s a ‘function’ for the lead to succeed in — corresponding to subscribing to thought to be one in all your paid plans. When they do so, you’ll automatically unenroll them from this drip advertising marketing campaign and even sign up for them in another one as a substitute.

Here’s a simple example of a drip advertising marketing campaign made with GetResponse:

GetResponse simple drip campaign

4. Excellent Personalization in Emails

All top email correspondence promoting platforms offer personalization tokens to customize your content material subject matter for each recipient.

Take a better check out your automatic emails and not unusual newsletters to identify where and the best way you’ll put them to the best use.

5. Cart Abandonment Emails

Savvy marketers know to keep an eye on leads which can be as regards to converting alternatively need a nudge to transport the street.

When you’ve got an ecommerce store, this may also be enabled with an automated cart abandonment email correspondence, similar to what Shopify offers:

Shopify abandoned cart email

6. Customized Piece of email Campaigns

Fairly than having email correspondence drip campaigns for only one degree of your funnel, take time to create customized email correspondence campaigns for the entire purchaser lifecycle journey. You’ll have the ability to create campaigns that share:

  • Top-of-funnel content material subject matter for brand new leads unfamiliar in conjunction with your product or service
  • Middle-of-funnel content material subject matter that mentions your product and presentations techniques it could most likely lend a hand them to get to the bottom of their pain problems and reach their goals
  • Bottom-of-funnel content material subject matter with a deeper product focus

When the ones 3 kinds of campaigns are utilized in mixture, you’ll seamlessly knowledge new leads to develop into paying consumers — on the right kind pace and without additional manual artwork to your plate.

7. Piece of email Observe-Up

Bored stiff of manually chasing people who have no longer got once more to you? Many CRMs enable you automatically keep on with up after a suite length (akin to 1 week) in order that you do not want to spend hours on tedious follow-up.

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Lead Generation Tasks

8. Minimalist Lead Generation

Must you need a subtle option to automatic lead gen, there are a large number of tactics and kinds to inspire your methodology.

On their simply-designed internet web page, podcasters and writers The Minimalists show that lead gen does no longer want to be sleazy. It can be, neatly, minimal:

Minimalist lead gen

9. Internet web page Banner Promotions

Got a webinar coming up or an offer expiring briefly? Pin a minimally intrusive banner to the very best of your internet web page to function an offer to visitors who land to your internet web page.

10. Landing Internet web page CTA’s

Ask yourself: how can you encourage your internet web page visitors and blog readers to stick around and uncover other pages?

This “New proper right here? Click on on me” button on the bottom correct of Marie Forleo’s blog headers is a brilliant example of finding ingenious solutions to boost time-on-site:

Blog automate next steps

11. Routine Webinars

The online trade platform Kajabi offers day-to-day instructional and Q&A webinars to offer trial shoppers with additional worth.

This is a really environment friendly option to convert additional other people into consumers — specifically in case you’ll introduce automation to boost ROI.

Numerous Kajabi’s classes are automatic, in conjunction with weekly classes for ‘Create and Advertise a Product’ and ‘Promoting Pipelines.’

Automated webinars example

12. Dynamic CTAs

One of the tricky choices in HubSpot’s Promoting Hub is Smart CTAs. By the use of together with a Excellent CTA on your internet web page — corresponding to in a blog put up or sidebar — you’ll display one of the similar call-to-action to each buyer.

You should market it a product-focused webinar to sales-qualified leads while showing new visitors a additional top-of-funnel content material subject matter support.

HubSpot dynamic CTAs for automated lead gen

14. Slide-in CTA’s

When you’ve got created downloadables corresponding to ebooks, worksheets, templates, or other belongings, you’ll use the ones as a powerful device for automatic lead gen to your blog posts. One option to grab new leads and get additional downloads is with a slide-in CTA hooked as much as a kind.

Social Media Tasks

14. Facebook Bots

An impactful and intensely custom designed option to automate lead generation is with a Facebook bot that guides new leads via a conversion process.

This situation presentations a simple use case that automatically delivers a content material subject matter support by the use of Facebook Messenger:

Facebook bot for lead gen

15. Social Media Scheduling

A truly highest helpful option to save time scheduling your social media posts upfront is with a social media keep watch over app like Buffer.

In your Buffer Analytics, there is also moreover a to hand ‘Share Another time’ button that you simply’ll use to reschedule the identical posts that worked neatly the principle time.

Buffer share again feature

Content material subject matter Tasks

16. Dynamic Content material subject matter

With dynamic content material subject matter to your internet web page, you’ll boost conversion fees by the use of automatically showing one of the similar content material subject matter to each individual lead.

As one example, with HubSpot you’ll add smart content on your emails, internet web page pages, landing pages, and templates.

HubSpot smart content website pages

After together with a wise content material subject matter dwelling, you’ll then automatically show different content material subject matter in accordance with:

  • Country
  • Device type
  • Referral provide
  • Preferred language
  • Contact report membership
  • Contact lifecycle degree

17. Content material subject matter Production Queue

Trello is no doubt one in all the most up to date and easy techniques to keep watch over your workforce’s content material subject matter queue. Then again did you comprehend it moreover provides a ton of alternatives to automate undertaking keep watch over, in conjunction with preserving your content material subject matter pipeline on the right track?

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With Butler, Trello’s automation function, you’ll create numerous rule-based and if-this-then-that automation to stick your content material subject matter workforce on time table.

Trello automated project management

SEO Tasks

18. SEO Web site Audit

Now not each promoting workforce has the belongings to hire an in-house SEO specialist. Even supposing you do, there are many apparatus that can assist you streamline your SEO and stay on top of internet web page problems and choices.

Even supposing it isn’t essentially the most price efficient available on the market, Ahrefs is no doubt one in all the most up to date and feature-rich SEO apparatus to optimize your search presence.

As one stand-out function, it delivers a Web site Audit to transport slowly each dwelling of your internet web page, report all issues, and categorize the ones by the use of type and priority stage. You’ll have the ability to then get to the bottom of the ones separately and re-run the Web site Audit when you’re ready to check for improvements.

Ahrefs site audit

19. Keyword Research

Another dwelling where Ahrefs shines is essential word research. It’s super simple to track the important thing words you might be in recent times rating for, seek for choices related on your similar topics, and even determine what your pageant are rating for that you simply don’t seem to be.

Automate keyword research

Promoting-Product sales Tasks

20. Upselling Customers

Promoting isn’t just about leads, it is usually about your provide consumers. Automation is a powerful best possible pal in relation to upselling consumers at the final time with products and services similar to those they have already won worth from.

21. Live Chat

Live chat has moved from being a nice-to-have to very important for a variety of firms. Your consumers and attainable consumers want to easily and in short become involved with you.

With live chat apps corresponding to what Drift offers, you’ll create automatic chatbots which can be configured to bring in promoting leads, not easily sales-ready chances.

Drift for marketing lead gen

22. Lead Qualification

GetResponse is another to hand device for strengthening your promoting workforce’s bridge to product sales and helping them determine prime quality leads.

With a promoting automation platform, you’ll ensure your leads are sales-qualified quicker than proceeding via a pipeline.

GetResponse confirm CRM qualification template

23. Lead Scoring

With lead scoring apparatus, you’ll effectively track engagement and know which results in keep on with up with or sign up for in a workflow this is further down the funnel.

ActiveCampaign makes it easy to reward problems and deduct them in accordance with explicit behavior and engagement, corresponding to when a lead downloads content material subject matter or visits your pricing internet web page.

Active campaign lead scoring

24. Excellent-Fit Leads

ActiveCampaign moreover notifies you when leads are turning into additional engaged. It automatically triggers email correspondence notifications and assigns tasks in accordance with lead score changes.

ActiveCampaign lead score notifications

25. Computerized Product Demo Video

As an example of automatic sales-qualified lead gen, Marketo gates its demo video behind a kind to collect wisdom from qualified leads.

Marketo gated demo video for lead gen

26. Lead Process

With product sales automation you’ll automatically distribute your new leads and provides in accordance with:

  1. An flippantly distributed round-robin
  2. Based on worth (to ensure all product sales reps get about the same quantity of worth over time)

ActiveCampaign automated lead distribution

27. Trial Extension Provides

If somebody signs up for an ordeal of your product alternatively does no longer convert, imagine sending them an ordeal extension offer.

This environment friendly example from Kajabi is generous and intensely custom designed to encourage conversions.

Automated trial extension offer

Regulate & Crew Tasks

28. Contact Regulate

Your losing a lot of time on your workday if your enterprise does no longer have an automated option to organize contacts from all channels

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Your solution to this is a cloud-based CRM system with built-in pipeline keep watch over and automation capacities, corresponding to what Copper, HubSpot, and Pipedrive offer.

29. Inbox Filtering

You do not want to succeed in inbox 0, alternatively you’ll clear up a lot of the chaos on your inbox the usage of automatic inbox filtering. Here’s a quick WikiHow tutorial on find out how to use Gmail’s priority inbox function.

Gmail priority inbox

30. Sync New CRM Leads

Two of crucial apparatus on your promoting stack are your CRM and email correspondence promoting app.

Your CRM works highest when it’s at the heart of your stack with contacts from other apps straight away synced. Moreover it’s important to make sure that the right leads are on your publication report. You’ll have the ability to achieve both a type of goals by the use of keeping your CRM and email platform in sync.

Along with syncing similar new CRM contacts in conjunction with your publication report, you’ll moreover straight away remove leads from your mailing lists within the match that they opt-out in another app.

31. Promoting Research

It’s easy to spend a lot of your workweek on reporting: finding the right wisdom, creating visualizations, and sharing the ones in conjunction with your workforce.

With apparatus like Google Data Studio and Supermetrics, you’ll connect your whole promoting wisdom for reporting in one platform.

Here’s a free Google Data Studio reporting template that presentations how you need to automatically connect your wisdom.

Google Data Studio reporting templates

32. Updating Meeting Slides

Instead of manually updating Google Slides with the right wisdom ahead of meetings, you’ll automatically sync charts and data views in Google Sheets with Slides (and Scientific medical doctors) to free up time and scale back scope for error.

Google sync chart with Slides

33. Slack Reminders

If you’re a normal Slack client, you’ve got a large number of automation alternatives to streamline your workflows. You’ll have the ability to profit from this by the use of putting in a weekly Slack reminder to prep for upcoming workforce meetings.

34. Staff Enlargement Updates

Another example of find out how to profit from Slack automation is by the use of inquiring for updates on important projects to begin with of each week. Similar to Slack reminders, you’ll message your workforce on a bizarre basis so you might be always throughout the loop.

35. Challenge Regulate

Like Slack, Trello is another app that you simply’ll in short stage up with automation.

As an example, if your editorial workforce has a content material subject matter planning board, each time a blog put up is moved to the ‘Improving’ column on Trello, the due date is automatically up to the moment and the right workforce member is assigned to make sure each piece is edited on time:

Trello automation change due date

Wisdom Tasks

36. Contact Wisdom Enrichment

Do you find yourself having to manually to determine information about a brand spanking new lead? Use Clearbit to automatically enrich the data you’ve got for each new lead that enters your CRM and promoting apps.

37. Computerized Wisdom Syncing

Manually exporting and importing wisdom between apps gained’t ever be the highlight of any marketer’s day.

To free up time for what really drives your KPIs while bettering wisdom prime quality in your whole promoting apps, set up a two-way data sync between your apps. This may occasionally keep the consumer wisdom in sync not best all over your promoting apps, alternatively during all your tech stack, too.

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