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8 do’s and don’ts of implementing automation into your marketing campaign

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Automation in marketing refers to using technology to automate repetitive tasks, such as email campaigns and social media posts.

Implementing automation into your marketing campaign can help increase efficiency, reduce costs, and improve the effectiveness of your marketing efforts. However, it’s crucial to approach automation strategically and know the dos and don’ts to get the best results.

If you want to know more about marketing automation and its dos and don’ts, continue reading.


In this process, marketing automation experts use software and technology to automate and streamline marketing tasks and workflows. These include email marketing, social media posting, lead generation and scoring, and customer segmentation. Marketing automation aims to increase efficiency, improve customer communication, and ultimately drive more sales and revenue for a business.

There are various types of marketing automation, such as:

  • Customer relationship management (CRM) automation
  • Process automation
  • Mobile marketing automation
  • Omnichannel automation
  • Advertising automation

You can focus on one or more of these types for your marketing needs. This ensures that your business can implement its marketing campaign more effortlessly.


Now that you’ve learned some things regarding marketing automation, it’s time to delve deeper into its dos and don’ts. Ultimately, knowing what steps to take and what to avoid ensures your marketing automation remains effective.

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Set attainable goals – Create detailed, time-bound, and realistic goals. These goals can differ in every organisation, but setting objectives is crucial if a business wants to succeed.

Examine your business’s strengths and weaknesses and use them to set attainable goals. For instance, you can set a goal of obtaining 10 downloads of your company’s recent e-book or obtaining five premium customers if your business is just starting.

Segment your audience – Automation can segment your audience and tailor your marketing messages to specific groups of people. This can help increase the relevance and effectiveness of your marketing efforts. For example, you could segment your email list based on demographics, past purchase history, or interests.

Facilitate collaboration between your sales and marketing teams – Marketing automation can be used to align the efforts of your sales and marketing teams. The marketing team can use automation to nurture leads, resulting in a higher quality of leads for the sales team to convert.

Overall, marketing automation can help bridge the gap between sales and marketing. This is by providing a common language and data-driven approach for both teams to use in engaging and converting customers.

Use automation for data analysis – Automation can collect and analyse data from various sources, such as social media, website analytics, and customer feedback. This can help you identify patterns and trends, and to make data-driven decisions about your marketing strategy.

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Test and optimise – Marketing automation can help you test and optimise your marketing efforts. For example, you could use automation to A/B test different subject lines for an email campaign or to test different ad copy for a social media campaign. This can help you identify what works and doesn’t and continuously improve your marketing strategy.


Don’t depend on automation for everything – Marketing automation software can be a powerful tool to help streamline and automate specific tasks. Still, it’s not a replacement for the human effort required to create relevant, engaging, and timely content. While the software can help automate certain processes, it’s still essential to have a human touch to create content that resonates with customers and drives conversions.

Don’t neglect your data security – Automation requires the collection and storage of large amounts of data. It’s important to ensure that your data is secure and that your systems comply with data protection regulations. Neglecting data security can lead to data breaches and reputational damage.

Don’t ignore the human touch – Automation can help increase efficiency and reduce costs, but remember that it should not replace the human touch. People want to feel valued and appreciated, and automation can sometimes make it more difficult to provide that personal touch.

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Marketing is crucial for any business. It can build reputation, increase engagement, and help a qualified lead make a buying decision. That said, marketing sometimes involves tedious practices. Because of this, automating them is ideal.

By automating mundane tasks, businesses can free up their marketing teams to focus on more strategic initiatives, while also being able to track and measure the success of their campaigns. This allows businesses to make data-driven decisions and optimise their efforts, leading to improved results. Ultimately, marketing automation can help businesses reach their goals and achieve success.