Comment créer une stratégie d'automatisation du marketing - Votre guide exclusif

Marketing automation strategies have become important for companies that want to improve their marketing tasks, encourage profitability, and provide customized customer experiences. Companies may successfully attract leads, increase customer visits, and promote sales via an automated email marketing strategy.

But how to create a marketing automation strategy that gets results? In this blog, we explain it all.

What is Marketing Automation?

Marketing automation entails systems and methods that aid in automating tasks ranging from simple newsletter publishing to complicated omnichannel marketing strategies. Social media posting, email marketing, and automated marketing campaigns are all classic examples of marketing automation strategies that businesses have embraced to deliver exceptional services.

What is Marketing automation strategy

How does marketing automation STrategy impact your buyers?

Marketing automation not only benefits your company but also improves the experience of your customers. It helps in the following ways:

  • Gives them relevant information: Marketing automation allows you to set clear goals and helps manage what everybody buys and sees. You may apply the buyer’s journey to customize anything from advertising to email or SMS campaigns. This saves time and improves information accuracy.
  • Excellent customer service: Your support team can respond to complaints timely and efficiently.
  • Omnichannel experiences: It focuses on the customer’s experiences and ensures delivery of an omnichannel approach. Marketing automation uses data to provide more personalized experiences, including emails and SMSs for a specific targeted audience.

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What is a marketing automation strategy?

A marketing automation strategy acts as a guide for a company’s automated marketing plan. It should provide answers to the who, what, where, when, and how of your automation strategy.

The market automation strategies should include:

  • Who your target audience is: Include information about each audience group. A well-defined customer profile will help your teams make better decisions according to the customers’ demands.
  • What form of information will you automate: This includes advertisements, blogs, online postings, etc. Your plan must outline the tasks that will be automated first.
  • Where will your information be visible: Which communication platforms will highlight your information?
  • When will the automation start: You can schedule email newsletters on a weekly or monthly basis depending on the size of your customer base.

Why do businesses need an Automated marketing strategy?

You can bring in more customers by developing a marketing automation strategy; this technique also enhances the customer experience. Customizing your marketing automation to fit your needs based on the size or type of business you own can work wonders in bringing the desired results. Here is why your business can benefit by having a marketing automation strategy plan.

Attract Customers

Before there is a change, automation may be used to make potential customers understand your brand and what you provide. While automation is more successful at making decisions, there is still enough space for automation at the top of the channel. You may use it to provide demos or lessons, respond to users on social media searching for your products, operate website chatbots, and so on.

Changing lead generation to conversion

You already know that good leads are likely to become buyers. Also, new marketing rules regarding consent-based advertising require marketers to focus on leads who demonstrate interest and cookie-less monitoring. In this case, automation assists in converting their interest into buying choices. This might be accomplished using a well-timed email to communicate hard-to-refuse offers, special deals, and gift offerings.

lead generation to customers

Providing value and encouraging return visits

Post-purchase automation was not something businesses were considering initially. However, under the new flywheel selling method, returning customers are seen as the most essential part of the selling process. Automation may be extremely helpful in keeping current consumers satisfied with your services and encouraging them to return again. This also allows you to decrease the required support assistance and create automatic reminders to increase future memberships, updates, or purchases.

How to create a marketing automation Strategy

Apply the following steps to create your marketing automation strategy plan:

Determine your goals and objectives

To keep the plan on track, every strategy begins with goals and objectives. These help you in choosing what to automate. A goal is a long-term objective that you desire to reach while objectives are short-term, measurable steps that can help you achieve that goal.

Determine your goals and objectives

If your marketing aim is to increase brand recognition, you should concentrate on what you can automate in terms of writing and social media. Maybe your purpose is to create more creative advertisements. In this situation, you can set up a goal of saving up time by automating basic, time-consuming office tasks.

Set criteria for evaluation

After you’ve set a goal, choose the metric for evaluation. Below are examples of progress measuring indicators you can use for everyday purposes:

  • Grow Leads: Increasing display downloads or the presence in webinars by a set percentage.
  • Boost brand awareness: Raising the monthly visits on the page or increasing follower count on social media platforms.
  • Retain more customers: Identifying the loyal customers.

Create a customer journey map

Create a map of your customer journey that describes the stages a customer takes from finding your company to becoming an ongoing customer.

This can have the following standard stages:

  • Awareness: hearing about the brand.
  • Consideration: choosing whether to choose your product or not.
  • Decision: converting to a customer.
  • Retention: repurchasing the product or sharing the experience with other potential buyers.

Step 4: Choose the best Marketing automation tools

While a sound strategy is great, it would be grand if you had the right marketing automation solutions in your arsenal to carry out a successful marketing automation strategy plan.

Look at the following questions when choosing the best marketing automation tools for your company:

  • How much automation do you need? This helps in understanding the features you are looking for and aids in budgeting.
  • Can I mix tools in my marketing stack? Different tools are needed for different strategies; therefore, it is essential to know if they can be blended.
  • Is it easy to use? Your team must be able to understand the tool to gain the most benefit out of it.

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Implementation and Revision

With the goals and objectives in place and the marketing automation strategy plan, you are now ready to implement things.

If you’re working with a new tool, it’s a good idea to do some testing before launching campaigns for your buyers. Your automation will determine the tests you will perform. The first step in testing would be to send a small number of test emails and see that everything goes by smoothly.

Once you’ve correctly automated a few projects in your own test, slowly run it onto the rest of the list. Begin with a small set of sincere buyers, and if successful, expand the automation to include the remainder of the buyers. Keep monitoring as you go to see what needs improvement.

Finally, review the results and regularly check for any issues.


Implementing marketing automation strategies saves a lot of time and makes complex tasks such as campaign designs and planning much more straightforward. It also increases the customer experience and helps them interact with the brand much more quickly, making marketing automation a win-win situation for everyone.


Carol, spécialiste chevronnée du service client dans les médias sociaux, a pour mission de partager des informations précieuses. Elle allie la narration et le contenu axé sur les données pour offrir des conseils pratiques sur l'amélioration des interactions avec les clients. Rejoignez Carol pour naviguer dans le monde dynamique du service client numérique.

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