The definition of marketing automation.

Marketing automation is technology that manages marketing processes and multifunctional campaigns, across multiple channels, automatically.
With marketing automation, businesses can target customers with automated messages across email, web, social, and text. Messages are sent automatically, according to sets of instructions called workflows. Workflows may be defined by templates, custom-built from scratch, or modified mid-campaign to achieve better results.

Marketing and sales departments use marketing automation to automate online marketing campaigns and sales activities to both increase revenue and maximize efficiency. When automation is used effectively to handle repetitive tasks, employees are free to tackle higher-order problems, and human error is reduced.

Marketing automation helps with lead generation, nurturing, and scoring, as well as with measuring overall ROI on campaigns. The time- and cost-saving effects of automation increase as an organization grows in size and complexity. Good marketing automation systems are designed to scale alongside your business. 

What does marketing automation do?


Marketing automation lets you implement a digital marketing strategy without having to manually press “send” on each and every email, message, campaign, or post you create. Good automation tools help you identify your audience, design the right content, and automatically trigger actions based on schedules and customer behavior. Once your campaign rolls out, you can focus on other tasks, then analyze and tweak your marketing plan as results start coming in. An automated marketing strategy can save time and resources, driving revenue and ROI while you focus on growing your business.

How does marketing automation work?

You collect customer data through many interactions: emails, website visits, app usage, on social media, and so on. This data helps create a 360-degree view of each customer.
From there, marketing automation does all the work: streamling segmentation and targeting processes to determine the right audiences, quickly and at scale. Tailoring messaging to each customer automatically based on their profile. Creating relevant and personalized messaging across email, mobile, social, web experiences, and beyond with a few simple clicks. Delivering personalized experiences for your customers, whether you have 100 or 100 million, efficiently and effectively.

What does marketing automation mean for the customer journey?

Customer journeys are the sum of individual personalized experiences with your brand. With marketing automation, you can tailor every interaction based on customer data to create ongoing, seamless journeys through every brand touchpoint.
Marketing automation creates relevant content and messaging at scale across many channels. Send email messages with dynamic content that personalizes far beyond sticking a customer’s first name in the subject line. Integrate mobile messaging with your email and social campaigns through SMS/MMS, push notifications, and group messaging. Generate digital ads that appear for the right person at the right time. Plus, recommend the right products on your website for each individual user — automatically.

With marketing automation, you can reach customers along their journey no matter where they are in the customer lifecycle — from acquisition to advocacy. Deliver timely, relevant content that reaches customers when, where, and how they prefer — converting prospects into lifelong brand advocates.

What are some marketing automation best practices?

Here are some best practices to keep in mind when designing your marketing automation strategy:

  1. Define and present your goals. Use real numbers to justify the investment in a marketing automation platform to your stakeholders.
  2. Collaborate with other teams. Your marketing automation strategy will touch several teams in your company. Get their input and buy-in before you begin.
  3. Create process visualizations. Use detailed diagrams of your marketing automation workflow to relay your big picture objectives to your entire organization — efficiently and effectively.
  4. Prepare for database segmentation. Consider your customer data. Think about who you’d like to engage, and why.
  5. Prepare your content strategy. Build your content library. Create interesting, engaging, and relevant messaging designed to reach all stages of the customer lifecycle.
  6. Plan for a slow rollout. The world’s most successful marketing automation firms stagger their launches. Test early and optimize the next block of programs to give yourself the best chance of success.
  7. Analyze as you go. See what’s working and what’s not. Use some of the time you get back from automation to dig into the analytics and make the changes that will grow your business.

Trailhead— Marketing Automation Strategies

Learn to scale your marketing automation efforts on Trailhead, Salesforce’s free e-learning platform.

Is marketing automation easy to use?

Yes! Marketing automation is all about ease of use. Create campaigns with a single click. Control all aspects of your digital marketing strategy in one place. Leverage simplified user interfaces and drag-and-drop functionality that’s familiar from other apps you use every day.

Automation makes it easier to manage every marketing task, from basic email sends to complex campaign management and data analysis. A few examples:

  • Schedule email sends, create one-off campaigns, and manage your subscriber base, all from the same interface.
  • Automatically run A/B tests of email campaigns to find the message that inspires the most engagement and conversation.
  • Define goals and measure everything: click-through rates (CTRs), timing, channels, conversions, and more. Evaluate progress and optimize on the fly, from any device.
  • Expand your view of customers beyond CRM into web analytics and ecommerce data. 

Create connected customer experiences across your organization.

Use marketing automation to trigger messaging automatically based on a central hub of your customer data. That’s because your customer should see the same brand identity from all of your teams. With marketing automation, your business can better bring together marketing, sales, and customer service to create one seamless customer experience across your brand. 

Interactive Tour

Get a walk-through of Pardot, Salesforce’s B2B marketing automation, and try your hand at some common marketing automation tasks, like creating campaigns, building landing pages, and designing and testing emails.

free demo

Watch a one-minute overview to learn how B2B marketing automation by Salesforce can help you increase leads, boost sales, be more productive — and transform your business.


Getting Started with Marketing Automation


What is marketing automation?

Chapter 1

Chapter 2

Chapter 3