Master Marketing Automation Workflow: An Easy Step-by-Step Guide

Do manual processes keep causing you problems? Are they making your business slower and less efficient? 

You need to start automating your workflows!

Every department in your company can benefit from a marketing automation workflow. 

But what is a marketing automation workflow?

Marketing automation workflows are designed to help you complete tasks without manual input.

Make your life easier and your work more consistent and much faster.

This page will highlight all the benefits of automating your workflows and give you a step-by-step guide on how to do it.

We’ll also look at some commonly found challenges relating to workflow automation and show you how to avoid them.

Best marketing workflows to automate

There are many different types of marketing automation workflows. Each of them falls into one of the following categories:

Lead-nurturing workflows

Lead nurturing workflows are designed to develop and maintain relationships with potential customers.

They automate messages that are highly personalized to each customer.

Some examples of lead nurturing workflows are:

Marketing automation workflow for lead generation

Help your staff attract potential customers by following specific tasks and checklists.

Marketing automation workflow for email marketing 

These workflows will help you nurture your leads by sending customers specific and highly personalized emails.

Marketing automation workflow for social media marketing 

Enables planning, creating, and sharing content on all social media channels.

Marketing automation workflow for content marketing 

It’s designed to make your content team follow a structured plan and make their work more efficient. 

Marketing automation workflow for account-based marketing 

Build campaigns, create customer personas, and personalize your content.

Customer segmentation workflows

Customer segmentation workflows are designed to gather customer data, identify certain patterns, and separate customers into groups based on those patterns.

Some examples of customer segmentation workflows are:

Marketing automation workflow for customer segmentation 

They help you gather customer information without manually entering data.

Marketing automation workflow for event marketing 

Allows for budget planning and automates tedious processes to regain control over your meetings and events.

Marketing automation workflow for A/B testing 

Helps you plan ahead and stay organized. 

Marketing automation workflow for multichannel marketing 

Lets your leads choose how they want to connect with you and via what channel.

Benefits of automating your marketing workflows

Workflow automations allow you to automate processes and tasks to overcome many issues.

Below are 5 reasons why you should start automating your workflows right now:

• They save you money allowing employees to concentrate on revenue-generating tasks.
• They save you time redirecting your employees’ attention to more pressing issues.
• They minimize errors eliminating the need for manually performed tasks, such as data entry.
• They make approvals effortless because you can handle multiple ones simultaneously.
• They increase productivity because your team doesn’t have to perform repetitive tasks.

This section will explain all the steps you need to know about when creating an effective marketing automation workflow.

1. Analyze your requirements

The first step in creating an effective marketing automation workflow is to analyze your requirements. This involves understanding the key components of your marketing automation strategy, such as the types of campaigns you will be running and the objectives you want to achieve. 

2. Set clear objectives

Once you have analyzed your business requirements, you can set clear objectives for your marketing automation workflow. This will help ensure your workflow is tailored to meet your specific goals.

3. Identify and set content requirements

As part of your workflow setup, you will need to identify and set the content requirements for the emails you send. This will help ensure that your emails are personalized and relevant to the recipient.

4. Design and customize your workflow

Once your content requirements have been identified, you can begin to design and customize your workflow. This can include setting up triggers, actions, and logic to ensure that your workflow is effective.

5. Integrate automated workflows with your customer data

You will need to integrate your workflow with customer data. This will help you to segment your audience and keep track of their progress throughout the workflow. 

6. Automate social media campaigns

You can also automate social media campaigns to reach a larger audience more quickly. Automation can help you to target the right people with the right message at the right time. 

7. Monitor your results

Finally, it is important to monitor your results to ensure that the workflow is effective. You can use analytics tools to track the performance of campaigns and make adjustments as needed.

Challenges with automating marketing workflows

Here are the top 5 challenges you will likely encounter with automating marketing workflow:

1. Using the wrong automation tools

Finding automation tools and workflows that work for you can be tricky. That’s why it’s important to pick tools according to your business goals and objectives.

2. Teams aren’t aligned

Your marketing and sales teams must work in tandem to build marketing workflows. Communication is key because these are the two main departments that will benefit from automation.

3. No training for teams

Automations and workflows can be a handful, so relevant training is vital. Create video tutorials and hold training sessions to ensure everyone knows what they’re doing.

4. Don’t constantly monitor

You can’t automate marketing workflows and just let them be. You won’t have to work on them too much (they’re automated for a reason), but frequent performance monitoring is still important.

5. Never expand beyond what you’re using

If you only focus on one set of tasks, you will miss out on opportunities to improve. Familiarize yourself with all the features of your software and use them. This will maximize efficiency.

Best practices for automating marketing workflows

Here are our 3 main tips to make automating workflows a breeze.

Streamline approval processes

Automating your approval processes will increase your productivity twofold. First, it will remove the need for manual approvals. Second, it will speed things up and keep your project moving.

Improve communication

To make communication with your customers seamless, apply automation to onboarding emails. Add FAQ links to the templates to provide your customers with immediate support. You can also include text that is highly personalized to each customer.

Test all workflows

Don’t forget to test all workflows before involving a third-party such as a customer. Play and experiment with your workflows as much as you want to ensure the best outcome.  

Master the automation

Marketing automation workflows can save you time and money and improve processes.

There are various types of workflows, such as lead-nurturing workflows and customer segmentation workflows. Whichever one you choose, it’ll make your team much more efficient and productive.

Even though they can be tricky to master, you will reap all the amazing benefits they offer with time and the right training.