Marketing Automation For Beginners - Strategy & Tools

Build a Marketing Automation Strategy and learn about different tools with an Automation Expert & Bestseller Instructor!

What you'll learn

Fully understand what is Marketing Automation and how it's implemented

Choose a Marketing Automation tool with confidence considering business needs

Build a customized Marketing Automation Strategy

Select smart tactics to move leads down the funnel with the help of Automation

Requirements

No prerequisites. You don't need to have previous experience with Marketing Automation.

Description

What is Marketing Automation and how is it done? How can you choose the best Marketing Automation tool for a business?What's the best approach to building a simple and efficient Marketing Automation Strategy?If you are looking for an introduction to Marketing Automation, this course is for you. Marketing Automation is a hot topic in today's business world. But the topic is far more than trendy marketing jargon. Streamlining marketing tasks through the use of technology is no longer exclusive to innovative tech businesses. More and more companies are using Automation to save time, cut costs and focus on growth rather than spending time on repetitive tasks. Whether you're looking to implement Marketing Automation in your business or just want to learn more for your job, this course will provide you with a solid understanding of the fundamentals and help you put them into practice.We cover:What is Marketing Automation, and how it's implementedHow does it fit in the context of a business, considering business type, customer journey, goals, and resourcesWhat does a Marketing Automation tool look like from the insideThe two most essential elements of AutomationHow to choose a Marketing Automation tool with confidence, including a review and INSIDE OVERVIEW of the major players:- Salesforce- Marketo- HubSpot- Eloqua by Oracle- Klaviyo- Keap- ActivecampaignHow to build your Marketing Automation Strategy from scratchHow to use Automation to move leads down the funnel Best practices and guidelines for:- Lead Capture with Forms and Chatbots- Database building- Lead segmentation- Lead Nurturing- How to use Automation to get customers- Automating Email Sequences and other types of actions- How to use Automation to retain customersWith real-world examples and practical assignments, this course is packed with everything you need to build a customized Marketing Automation strategy and choose the right tool for your business.Please notice that not all videos are mandatory. If you are short on time, –I have 13+ years of experience in Digital Marketing and have been working exclusively with Marketing Automation since 2018. I am a HubSpot expert and provide consulting and training services to businesses from all over the world. I am also a Udemy Partner and Bestseller Instructor. This is one of my latest student testimonials:"I just completed the course - and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy." Tamara Biljman, Content Strategist

Overview

Section 1: Before you start

Lecture 1 READ THIS BEFORE YOU START

Section 2: Introduction to Marketing Automation

Lecture 2 What is Marketing Automation?

Lecture 3 Why is it important to learn Marketing Automation?

Lecture 4 What do you need to do Marketing Automation?

Lecture 5 Download your Worksheet here

Section 3: Marketing Automation in the context of the business

Lecture 6 Identify the business type

Lecture 7 Assignment: Complete exercise 1 (Section 1) in the Worksheet

Lecture 8 Identify the customer journey stages

Lecture 9 Assignment: Complete exercise 2 (Section 1) in the Worksheet

Lecture 10 Identify your Resources

Lecture 11 Assignment: Complete exercise 3 (Section 1) in the Worksheet

Section 4: Choose the right Marketing Automation tool for your company

Lecture 12 What does a Marketing Automation look like?

Lecture 13 2 most important criteria to select a tool (Automation elements)

Lecture 14 A few words on our research

Lecture 15 QUICK NOTE ABOUT THE UPCOMING VIDEOS

Lecture 16 OPTIONAL: Activecampaign ovierview

Lecture 17 OPTIONAL: Keap overview

Lecture 18 OPTIONAL: Klaviyo overview

Lecture 19 OPTIONAL: HubSpot overview

Lecture 20 OPTIONAL: Eloqua by Oracle overview

Lecture 21 OPTIONAL: Marketo by Adobe overview

Lecture 22 OPTIONAL: Salesforce (Marketing Cloud Applications) overview

Lecture 23 How to choose a Marketing Automation tool

Lecture 24 Features comparison cheat sheet

Lecture 25 Assignment: Complete exercise 1 and 2 inside section 2

Section 5: Create your Marketing Automation Strategy

Lecture 26 How do you build your Marketing Automation Strategy?

Lecture 27 From Discovery to Interest - Lead capture with Forms

Lecture 28 Lead Capture with Chatbots

Lecture 29 OPTIONAL: Example of Lead Capture with Forms inside a tool (Activecampaign)

Lecture 30 Assignment: Complete exercise 1 inside of Section 3

Lecture 31 From Interest to Consideration/Decision - Lead Segmentation

Lecture 32 Categorize contacts based on their likelihood to make a purchase

Lecture 33 OPTIONAL - Example of lead categorization and segmentation inside HubSpot

Lecture 34 Assignment: Complete exercise 2 inside section 3

Lecture 35 Lead Nurturing

Lecture 36 Use Automation to turn people into customers

Lecture 37 Infographic with examples for Automation processes - B2C business

Lecture 38 Infographic with examples for Automation processes - B2B business

Lecture 39 Assignment: Complete exercise 3 inside of Section 3

Lecture 40 OPTIONAL: Example of Automation process inside Klaviyo

Lecture 41 From Consideration/Decision to Retention

Lecture 42 Assignment: Complete exercise 4 inside Section 3

Section 6: Final words!

Lecture 43 Final words

Section 7: BONUS Section

Lecture 44 BONUS LECTURE

Business owners looking to implement Marketing Automation,Professionals who need to learn Marketing Automation for their jobs,Freelancers and Consultants looking to offer Marketing Automation as a service