Marketing Automation 2.0: 3 Tactics to Go Next Level

It’s time to talk about Marketing Automation 2.0. We’ve all heard about the power of automation but what if I told you there’s a whole new level to explore? It’s not just about setting up systems and letting them run on autopilot; it’s about taking a strategic approach and understanding how to truly leverage the technology to build meaningful customer relationships.

Want to ditch the boring, generic marketing automation and actually connect with your audience? 🤯 This free guide will show you how!

Beyond the Basics: The Next Level of Marketing Automation




Want to ditch the boring, generic marketing automation and actually connect with your audience? 🤯 This free guide will show you how!

Let’s face it the marketing landscape is constantly evolving and staying ahead of the curve is crucial.

I mean remember the time everyone was freaking out about AI? Now it’s all about ChatGPT and we’re all trying to figure out how to make it work for us! Marketing automation is no different; it’s constantly evolving and we need to adapt with it.

You see traditional automation focuses on efficiency and task automation but the next level is about personalization strategy and customer-centricity. Think of it like this: We’re moving from automating tasks to automating experiences.

Customer-Centric Automation: It’s All About Them Not You

The first big shift in Marketing Automation 2.0 is prioritizing the customer.

We’re not just sending out generic emails or blasts anymore; we’re crafting personalized experiences that resonate with individuals.

Imagine sending out a targeted email to someone who recently expressed interest in a particular product.

That kind of personalized touch can make a huge difference!

The Power of Empathy: Building Genuine Connections

The key is to think from the customer’s perspective. Instead of focusing on what you want to sell ask yourself: What does the customer need? What information are they looking for? How can you provide value? This is where the magic happens.

Let’s break it down with some real-world examples:

  • Matt Quinn Head of Marketing at Sauce a SaaS product for e-commerce believes in working backward from the customer. They start by asking “What are the challenges our target audience faces?” and then create messages that address those specific needs. This approach has helped them achieve impressive open and click-through rates.
  • Travis Bennett Founder and Managing Director of Studio Digita a website design agency focused solely on the customer to avoid self-promotional campaigns. They asked themselves “How does this benefit my customer?” This simple question ensured that their messages were relevant and added value building stronger relationships in the process.

Beyond the Basics: Nurturing Leads and Following Up

Now we’ve all heard the phrase “lead nurturing.” But it’s not just a buzzword; it’s a critical aspect of Marketing Automation 2.0. It’s about building relationships and creating a sense of trust and value over time.

Imagine getting an email that feels like a personal touch instead of a sales pitch.

That’s what lead nurturing is all about.

Think of it like this: Imagine you’re meeting someone new at a networking event.

You wouldn’t just jump in and try to sell them something.

You’d build rapport listen to their needs and offer advice that genuinely helps them.

That’s exactly what we’re doing with lead nurturing – creating a sense of connection and trust that makes customers feel valued.

The Power of Follow-Up: Making the Extra Effort

One of the biggest keys to lead nurturing success is follow-up. Think about it. We’re in the age of instant communication. People expect quick responses whether it’s on Twitter or from a customer service team. So when a customer reaches out you need to be ready to respond promptly.

Here are some essential follow-up strategies:

  • Immediate Thank You: When a customer signs up for a subscription or makes a purchase thank them immediately. Remind them of the benefits of their decision. This reinforces their choice and helps prevent buyer’s remorse.
  • Personalized Questions: Don’t let the communication end there. When the timing is right send a follow-up email asking why they subscribed or purchased your product or service. This allows you to gather valuable insights and personalize your future interactions. Remember it’s about understanding their needs and desires.
  • Giving Control to the Customer: Let your customers set their own preferences such as how many emails they want to receive. This demonstrates that you value their time and input. It also allows you to segment your audience further creating more personalized experiences for different types of customers.

The Art of Planning: Building a Roadmap to Success

Think of marketing automation as a journey not a destination.

And like any journey you need a map to guide you.

That’s where strategic planning comes in.

Setting Small Achievable Goals: One Step at a Time

Don’t try to bite off more than you can chew.

Start with small manageable campaigns that allow you to test and refine your approach.

This iterative process is key to success.

Here are some tips for creating a strategic plan:

  • Start Small: Launching a small campaign gives you more time to plan test and refine. Ask yourself: Is the copy working? Is the timing right? Is the platform effective?
  • Embrace the Beta Test: Don’t be afraid to label your campaigns as “beta tests.” This encourages internal and external stakeholders to provide feedback and help improve the process.
  • Budget Your Time Wisely: Remember what Ben Landers President and CEO of Blue Corona said: “Budget more time than you think for segmentation and content analysis.” This helps ensure that you’re creating messages that resonate with your target audience.

The Power of A/B Testing: Finding What Works Best

A/B testing is like conducting experiments to find out what works best.

You test two different versions of something like a subject line or a call to action and analyze the results.

This process helps you identify the elements that resonate most strongly with your audience.

Here are some A/B testing tips:

  • Subject Line Tests: Start by testing your subject lines. What subject line is most likely to get opened and clicked on? Use A/B testing to find out.
  • Timing Is Everything: What time of day and what day of the week are your emails most likely to be opened? Experiment with different sending times and track the results.
  • Analyze Your Data: Don’t just run tests; analyze the data and make adjustments based on what you learn. The goal is to continually optimize your campaigns and improve results.

Tracking Customer Data: Understanding Their Journey

In the digital age data is king.

And in Marketing Automation 2.0 we’re not just collecting data; we’re using it to understand our customers and personalize their experiences.

The Power of Segmentation: Connecting with Specific Groups

Segmentation is about dividing your audience into groups based on shared characteristics.

This allows you to create highly targeted messages that resonate with specific segments.

Here are some examples of segmentation categories:

  • Industry: Targeting specific industries allows you to tailor your messages to their unique needs and challenges.
  • Interests: Segmenting based on interests such as specific products or topics lets you deliver relevant information that aligns with their passions.
  • Demographics: Factors like age location and gender can be used to create targeted campaigns.
  • Purchase History: Analyzing past purchases allows you to send relevant recommendations and promotions.

Custom Campaigns: Reaching Each Group with Precision

Once you have segmented your audience you can create custom campaigns designed to meet their specific needs.

Instead of sending out a generic message you can deliver personalized content that resonates with each segment.

Here’s how to leverage segmentation for better results:

  • Collect Data Early: Start gathering relevant user information from the very beginning of your lead generation process.
  • Leverage Third-Party Tools: Use third-party contest apps to gather data from Facebook and other platforms.
  • Select the Right Tools: Choose an email management tool that meets your segmentation and marketing automation requirements.

SoLoMo: Reaching Your Audience Where They Are

In today’s world your audience is everywhere.

They’re on social media browsing websites and using mobile apps.

That’s why it’s essential to reach them where they are.

Enter SoLoMo – social local and mobile.

Here’s how to embrace SoLoMo in your marketing automation strategy:

  • Go Beyond Email: Don’t limit yourself to email marketing. Explore other channels like social media SMS and mobile apps to reach your audience where they are.
  • Location-Based Targeting: Use location-based data to create personalized messages that are relevant to their location. Imagine sending a message to someone who’s near your store with a special offer.
  • Mobile-Friendly Content: Ensure that your content is optimized for mobile devices. People are increasingly using their smartphones so it’s essential to make sure your messages look good on all screens.

Quality Over Quantity: Building a Strong Foundation

When it comes to marketing automation it’s not just about the number of subscribers; it’s about the quality of your list.

Here are some strategies for building a high-quality subscriber base:

  • Clean Your List: Regularly remove inactive subscribers and inactive contacts. This helps ensure that your messages are reaching the right people.
  • Send a “Break-Up” Email: If you notice a decline in engagement from certain subscribers send a “break-up” email. This gives them the opportunity to opt out keeping your list clean and ensuring that you’re reaching an engaged audience.
  • Focus on Value: Don’t just focus on attracting new subscribers; focus on providing value to your existing subscribers. This builds loyalty and helps retain your audience.

Ready to Level Up Your Marketing Automation?

It’s clear that the future of marketing is all about personalized strategic and customer-centric automation.

By moving beyond the basics and embracing these advanced concepts you can truly level up your marketing efforts and build lasting relationships with your customers.

Remember there’s always a next level to achieve.

So keep learning keep experimenting and keep pushing the boundaries of what’s possible.




Want to ditch the boring, generic marketing automation and actually connect with your audience? 🤯 This free guide will show you how!

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