The Complete Primer on Marketing Automation: Insights and Strategies


In today’s fast-paced digital landscape, ‘marketing automation’ is a term that has rapidly gained traction.

But what is marketing automation?

It’s the bridge that connects modern technology with robust marketing strategies, transforming the way businesses engage with their audiences.

What is Marketing Automation?

At its essence, marketing automation refers to technology-driven solutions that automate and optimize repetitive marketing tasks, enabling brands to communicate consistently across multiple channels.

By utilizing automated workflows, companies can segment their audiences and provide tailored messages via email, social media, web, WhatsApp, and even text.

Benefits of Marketing Automation

Imagine the possibilities and efficiencies we can unlock if we embrace automation in marketing.

McKinsey reports that automation could boost productivity growth by a remarkable 1.4% per year.

1. Efficient Time Management: One of the most compelling benefits of automation in marketing is the ability to save time.

Automated campaigns run without constant oversight, allowing marketing teams to redirect their focus to other strategic areas.

2. Lead Nurturing: Marketing automation platforms provide tools for better segmentation and personalized content delivery, ensuring prospects and leads receive the most appropriate and timely information.

3. Enhanced Customer Experience: Engaging customers in real-time becomes a breeze with the right automation tools.

By understanding customer behavior and preferences, brands can craft individualized touchpoints that resonate.

4. Analytics and Reporting: With the data-driven insights provided by these platforms, businesses can continually refine and optimize their strategies for better results.

Applications of Marketing Automations & Examples

The automation journey can be both exciting and overwhelming.

We’ll gently guide you through the following areas where automation can be gracefully woven into your business processes:

1. Email Campaigns

Think of automation as a helpful assistant. It ensures that newcomers receive a thoughtful welcome message, while those who’ve shown interest in your products but haven’t completed a purchase receive a gentle reminder.

It’s like extending a hand of care and attention without missing a beat.

2. Social Media Management

We understand it’s challenging to stay active on all platforms around the clock. Automation tools can help schedule and post content, ensuring your voice remains consistent and present for your audience, even during your off-hours.

To learn how to use social media for B2B business, check out this blog.

3. Identifying and prioritizing leads

To help you focus your energies effectively, automation can assist in identifying and prioritizing leads that are more likely to convert.

It’s like having a silent guide pointing you towards the most promising paths.

4. Onboarding New Users

For those offering subscription-based services or software, automating the onboarding process ensures every user gets a thorough and friendly introduction to make the most of your offerings.

5. Feedback Collection

Valuing your customers’ voices is vital. By automating feedback collection after interactions or purchases, you ensure a continuous loop of understanding and improvement.

6. Retargeting Campaigns

Automation can help gently bring back visitors who’ve shown interest in your offerings but haven’t taken the final step.

Consider it a kind invitation for them to revisit and see what they might have missed.

In exploring these areas, remember that automation isn’t just about efficiency—it is about serving your customers consistently, kindheartedly, and with value.

Let’s dive into two real-world examples to see how brands have used marketing automation to improve their businesses.

Examples of marketing automation used

Here are some of the examples of application of automation in the businesses. 

Brand A: Boosting Online Sales

What did they do?

Imagine a big online clothes shop. This shop wanted to sell more winter clothes. They used a special system to see what customers were looking at on their website.

If a customer looked at winter clothes but didn’t buy anything, the system would automatically send them an email showing them more winter clothes they might like.

What happened?

This method worked wonders! Many more people clicked on the links in the emails, and many of them ended up buying something.

In numbers, 30 out of 100 people clicked the email links, and 15 out of 100 bought something – all because of the automatic emails!

You can find more tips on improving email open rates by visiting this blog

Brand B: Getting Players Back in the Game

What did they do?

Think of a mobile game you like. Now, a gaming company noticed that some players stopped playing their game for a while. They decided to send these players a message on their phones.

The message reminded them about the game and even offered some free game stuff if they came back.

What happened?

This tactic worked like a charm! Many players returned to the game. In fact, 25 out of 100 players who had stopped playing returned because of the messages they received.

In simple terms: Both these brands used automatic systems to send messages to their customers or players, and it helped them do much better in their businesses.

It’s like sending a friendly nudge to remind someone about your product or offer them something special, and it can make a big difference!

How Can Small Businesses Implement Marketing Automation?

Marketing automation has become a game-changer for businesses of all sizes in today’s rapidly evolving digital landscape.

Automating marketing tasks can free up valuable time, optimize campaigns, and even increase revenue for small businesses.

But where do small businesses begin this journey? 

1. Understand the Benefits

A study by Email Monday found that 51% of companies are currently using marketing automation, with over 58% of B2B companies planning to adopt the technology.

Why the surge in interest? Benefits include:

  • Lead Management: Improve lead nurturing and segmentation.
  • Efficiency: Automate repetitive tasks and save time.
  • Data Analytics: Receive insights on campaigns for data-driven decisions.
  • Customer Retention: Send personalized content to keep customers engaged.

2. Start with Clear Goals

Small businesses must understand what they want to achieve with automation. Are you looking to save time, increase lead generation, or enhance customer engagement?

By setting clear and measurable objectives, you can ensure that your efforts are aligned with your business needs.

3. Choose the Right Tool

Not all marketing automation tools are created equal. Small businesses need to select platforms tailored to their needs and budget.

Tools like MailChimp, HubSpot, and SendinBlue are often recommended for their user-friendly interfaces and affordable pricing for startups.

4. Segment Your Audience

According to Campaign Monitor, segmented campaigns can drive a 760% increase in revenue.

By grouping your audience based on behavior, preferences, or demographics, you can send tailored content that resonates.

5. Focus on Content Personalization

A report by Epsilon showed that personalized emails deliver six times higher transaction rates.

With automation tools, you can tailor content based on user behavior, location, and even past purchases, making your marketing messages more impactful.

6. Test, Measure, and Iterate

As with any marketing endeavor, it’s crucial to measure the results. Use in-built analytics in your chosen tool to track open rates, click-through rates, and conversions.

Continuously refine your approach based on this data.

7. Don’t Over-automate

Remember, while automation can streamline many processes, it should never replace the personal touch that small businesses are renowned for.

It’s a balance between efficiency and authenticity.

8. Stay Updated with Trends and Best Practices

As with all technology, marketing automation tools and strategies evolve. Small businesses should remain updated with the latest trends, either through webinars, online courses, or workshops.

#PROtip: Even though marketing automation may seem daunting at first, it can offer tangible benefits to small businesses. Small businesses can stay competitive, foster growth, and drive success in the digital age by understanding its advantages, setting clear goals, choosing the right tools, and continuously refining their approach. 

By starting small, staying focused, and adapting, we've seen that the return on investment can be significant.

Popular Marketing Automation Software Options

TCC swears by these tools for marketing automation.

1. HubSpot: A holistic solution, HubSpot offers a blend of inbound marketing, sales, and CRM functionalities, making it a favorite among many businesses.

2. Mailchimp: Beyond its renowned email marketing capabilities, Mailchimp has expanded to provide a comprehensive suite of automation tools suitable for various business sizes.

3. Marketo: A heavyweight in the B2B space, Marketo specializes in lead management and large-scale enterprise needs.

4. ActiveCampaign: With a sweet spot for small to mid-sized businesses, ActiveCampaign integrates CRM seamlessly with its marketing automation features.


Marketing automation, when done right, isn’t just a tool; it’s a transformative strategy. In bridging technology with marketing, businesses can offer enriched experiences, drive sales, and foster lasting relationships with their audiences.

In the ever-evolving realm of digital marketing, automation stands out as a pivotal player, driving brands toward a future of infinite possibilities.

Want to up your marketing game? Contact us for some expert help. Let’s chat!