Getting Started with Marketing Automation

your advertising seems like an amazing activity that requires quite a lot of
technical abilities. The reality is, it’s as advanced (or as easy) as you make it.

Before you grasp advertising automation, taking the primary steps is what counts. You’ll see it’s not as intimidating as it might appear.

If you don’t already know what advertising automation is and why it’s best to use it, learn What is Marketing Automation? first.

If you do know, however don’t know the best way to begin, comply with by way of, and also you’ll see how easy advertising automation will be. And should you’re a visible learner, take a look at the next video information we’ve ready for you.

Automation in advertising takes many varieties. When entrepreneurs speak about automating their processes, they could imply something from constructing conversion funnels, integrating apps in order that they work collectively (saving their time), or creating workflows for his or her e mail, SMS messages, or net push notifications to work routinely. In this information, you’ll be taught the important definitions of e mail automation constructing blocks and easy workflows to realize your enterprise targets.

I’ll be basing this information on the GetResponse Marketing Automation platform, however the suggestions I’ll present are common and can be utilized in every other instrument. If you’re not GetResponse’s person already, join a free account and check out it out!

Table Of Contents

What you want earlier than you begin

Before you begin, you want just a few issues for advertising automation to be just right for you. These are:

  • no less than one automation message,
  • a touchdown web page,
  • and a registration kind.

Note: You can use GetResponse to ship triggered emails, SMS campaigns, and net push notifications routinely.

You don’t have to have an intensive checklist of contacts to start out. In truth, it’s higher to experiment with your first automation workflows on a smaller group of individuals, simply in case there’s a small mistake right here and there. So, should you’re nervous about testing in your prospects, create a listing with just some emails, yours and your colleague’s, and also you’re good to go.

Also, don’t stress should you don’t have sufficient information to start with – your workflows will be arrange in a manner that they’ll acquire priceless information that you simply’ll have the ability to use to spice up engagement and conversions.

The ultimate factor you’ll want is an effective advertising technique. Plan out what you need to obtain and what steps will probably be essential to do it. This will maintain your workflows simple and efficient. Then, put the plans into motion by constructing your first advertising automation workflow.

Basic advertising automation
constructing blocks

automation consists of workflows that mirror your subscriber’s expertise or

The easiest solution to create a workflow is through the use of a pre-made workflow template. In GetResponse, there are dozens of templates you may select from, relying in your targets and wishes.

Although utilizing templates is tremendous simple, it’s greatest to familiarize your self with the workflow’s constructing blocks first to grasp how the template works and to have the ability to customise it.

You also needs to know that advertising workflows are stackable and modular, so you can begin with two blocks and add extra later.

There are three forms of constructing block classes: situations, actions, and filters.

Conditions Actions Filters – marketing automation


Conditions are
occasions that occurred inside your on-line setting triggered by your person’s habits.
They’re additionally sometimes the X within the “If X, then Y”.

To construct a
workflow, it’s good to outline a situation first. When it’s met, automation executes
the workflow, and the contacts movement down the trail.

There are varied
helpful blocks on this class, resembling:

Subscribed through …, message despatched, and touchdown web page visited

These three are all beginning situations – they need to be positioned firstly of your automation workflow. They set off the workflow for these you have got chosen for the situation. They solely have a “yes” connector, which suggests they’ll solely begin the workflow for individuals who meet the factors.

Subscribed through … –– this when the contact makes its first look in your checklist. You select which checklist you’re specializing in, and the strategy by which they subscribed. For instance, “somebody subscribed to my list called vip-customers via my landing page” or “I added a person to the my-dearest-friends list manually”.

easy block is the “message sent” – it begins the workflow for the contacts to
which you despatched a selected (or any) message.

web page visited” works the identical manner as “message sent”, however, in fact, for any touchdown
web page visited by the subscriber.

Link clicked and message opened

Use the “hyperlink
clicked” block whenever you need to decide if a subscriber clicked a hyperlink –– it
will be any hyperlink from any message, any hyperlink from a selected message, or a
particular hyperlink from a selected message.

The “message opened” block is fairly related. It means the subscriber opened your message – any message, any e-newsletter/autoresponder/AB Test/automation, or a selected message.

After these blocks, you may select completely different actions for each “yes, they clicked”/ ”sure, they opened” and “no, they didn’t”.

Special occasion

(Also a beginning situation) Special occasions will be set for any date customized area you have got in your account. It will be the contact’s birthday, their subscription date, anniversary, and so forth. You can select when to set off the subsequent step (the opposite constructing block’s motion) –– instantly, earlier than, or after. Also, resolve if you need it to be a one-time occasion or if it’s imagined to be energetic yearly on the identical day.

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Custom area modified, contact copied to checklist, and make contact with moved to checklist

area modified” works for any change that occurred to any kind of customized area,
whether or not the change was utilized by you or the contact themselves.

copied to checklist” and “contact moved to list” are helpful whenever you need to add
contacts to your workflow once they’re copied from or moved to a unique
checklist. It’s necessary to notice that the contacts should be copied/moved by API
or a unique workflow.

Ecommerce instruments – buy, deserted cart, billing standing modified

These blocks are further helpful for ecommerce shops.

helps you to apply the situation to any purchases out of your shops. If you combine
your retailer with GetResponse, you are able to do it both with API or set up a
particular JavaScript in your web site. If you combine with JavaScript, you enter
the after-purchase thanks web page’s URL to trace. If you join through API, you
choose situations for the acquisition you need to comply with. For instance, you may set
it to work like this: “Whenever a purchase order of merchandise X, variant 3, for greater than
100 USD is made at my retailer Store4 (…)”.

“Abandoned cart” helps you to select the variety of days/hours after which you assume the cart in your retailer was deserted. It’s an ideal block to make use of in cart abandonment e mail sequence to get your prospects to transform.

URL” helps you to see if the subscriber visited a website of your alternative. (You have to
set up JS code on the URL you need to observe). It will be helpful, for instance,
to attain or tag contacts that visited a hyperlink you despatched them through e mail.

standing modified” lets you take steps after the billing standing from any of
your shops has modified.

If tag…, If rating…

These two situations allow you to take the subsequent steps for contacts which have been assigned a given tag or have reached various factors in your workflow – however, extra on that later, after we get to “score” and “tag” motion blocks.


Actions are
the essence of selling automation. It’s what occurs when the situation is met.

Here’s what
they do:

  • Send message: Although the identify is self-explanatory, there may be one factor value mentioning: the message despatched will probably be a advertising automation message. It’s a sort of message used solely as an motion. The distinction between this and every other message you utilize is that the e-mail will get despatched because of all of the situations and filters you arrange within the workflow – you don’t use commonplace settings to find out when the message is shipped. You can create a advertising automation message particularly for the aim of your workflow or copy the content material from any message you have got already created.
  • Custom area: With
    this motion block, you may assign a customized area and its worth to your contact
    or take away an already present customized area.
  • Copy to checklist; transfer to checklist: These block copy/transfer the contact to
    one other checklist, with the choice so as to add them to a customized day within the autoresponder
    cycle, or don’t add them to the opposite checklist’s cycle in any respect.
  • Copy to workflow; transfer to workflow: If you copy contacts to a different energetic
    workflow, they full two workflows at a time. If you progress them to a different
    energetic workflow, they may full solely the one you moved them to.
  • Wait: Temporarily stops contacts from transferring down your workflow. It’s greatest used earlier than different actions to time them.
wait workflow gif.
  • Remove contact: Removes the contact from any given
    checklist, autoresponder cycle, complete account, or present checklist and workflow.
  • Score: Adds various factors to your contact for finishing an motion. For instance, in case your lead opened an e mail, you may give them 5 factors; in the event that they clicked a hyperlink –– 10 factors, and so forth.
  • Tag: Assigns a label to your contact. It will be something you set it to be, but it surely’s nice for monitoring buyer engagement, for instance: energetic, inactive, engaged, not_engaged, and so forth. You can create tags as you go, but it surely’s greatest to have a primary tagging plan set earlier than you start, so take into consideration who you need to tag, how, when, and why.


Filters create segments that make it easier to goal extra particular elements of your viewers. They needs to be used as the article of an motion (e.g., if you wish to ship a message, which is an motion, and also you need to ship it to first 100 contacts, you utilize an “Amount” filter)

The filters
you need to use in your advertising automation workflows are:


You selected as much as 6 completely different ranges of contacts, for instance, each hundred individuals, and you may select a unique motion for every vary. In the image under, you see a block with six set-up ranges and 6 connectors, every representing a following vary of contacts.

Marketing Automation range filter

What you need to do with contacts from every vary is as much as you and the actions you hook up with the block.


This block helps you to select what number of contacts to succeed in with the subsequent motion, e.g. if you wish to ship an automation message to the primary 100 contacts that subscribed to your checklist and assign a unique motion to all of the remaining contacts after the 100 mark.

Example: You can set the vary to 100 contacts and ship them a reduction code.

Automated marketing, amount filter

Dynamic segments

Dynamic segments let you goal particular segments of your checklist, utilizing segments you have got already created.


The “Lists” block can search by way of your lists in two methods. The first manner is sorting contacts by the checklist they’re in – looking by their ID. If your workflow begins by contacts subscribing to any of your lists, you need to use this filter to carry out an motion solely on individuals from one particular checklist.

The different
variant is trying to find contacts in all of your lists utilizing their e mail tackle,
to see if they seem on multiple checklist. You can then carry out completely different
actions for people who find themselves duplicated in your account, and people who find themselves subscribed
to at least one checklist solely.

Consent standing

If you have got
created no less than one Consent Field, you may then type your contacts within the
workflow by their consent standing. For instance, in the event that they agreed to you sending
them advertising communication, you may proceed with sending messages, connecting
a corresponding motion to the “yes” connector. If they haven’t given consent, or
have withdrawn it, they’ll go down the unfavorable path, so you need to use the “no”
connector to tag them as “no_consent” and even delete them out of your checklist to go away
solely consenting contacts on it.

Only distinctive contacts

This is the
easiest block to make use of, because it’s not configurable. It filters out duplicate
contacts in your checklist, so that you don’t have to fret about sending a number of
messages to the identical contact greater than as soon as.


The “Splitter” block is ideal for whenever you need to take a look at completely different automation messages. Or, simply take a look at two advertising methods, sending contacts down two various paths. You can select the share of individuals that may land in path A and in path B, and they are going to be randomly distributed. It will be any break up, however contemplate the most well-liked 50/50 for probably the most dependable take a look at you may then observe in your statistics.

Whew, that was so many blocks to know! But don’t fear, for most straightforward workflows, particularly the primary ones you create, you received’t want as a lot of them. Start with two blocks –– one situation, one motion and broaden later. Remember, advertising automation is just as advanced as you make it.

Creating workflows and utilizing templates

Now that you understand all of the constructing blocks, it’s time to learn to join them.

First, hover over to the Tools part in your primary navigational menu and choose Automation. There, select the choice to Create Workflow.

There, you’ll have two choices:

  • Use a prebuilt automation workflow template
  • Start from scratch

Pro tip: The templates are categorized by their use case, and there are lots of of them, so I’m certain you’ll discover one that matches your wants. Have a go searching, preview them, and whenever you’re prepared, use your chosen template. This is by far the simplest solution to get began with GetResponse Marketing Automation.

For the aim of this information, let’s say you selected to work from scratch.

When you enter the workspace, you’ll have to call your workflow and decide a beginning block.

You can drag and drop the blocks into the workspace. The blocks have connectors from which you’ll be able to drag a line to a connector of one other block. You’ll see that a few of the blocks don’t have the connector on high –– these are beginning blocks that needs to be positioned firstly of your workflow. When a situation block has two connectors on the backside, a inexperienced and a purple one, it should divide your workflow into two paths, one for the contacts that meet the necessities and the opposite for individuals who don’t.

Building automation workflows gif

You will
see what number of contacts go by way of the situation blocks always.

automation workflow contacts number

The image under reveals the best workflow to construct. It can be utilized in some ways, however its hottest use is as a welcome e mail cycle.  “If a person subscribes to any list, send a message.” Select a message to welcome your new subscriber, and voila! It’s a full welcome sequence.

welcome email sequence

Now that you understand how constructing automation workflows works, let’s see it in a extra sensible mild. Following the advertising automation examples under, you’ll learn to assemble workflows that make it easier to meet your enterprise targets.

Achieving enterprise targets with
advertising automation workflows

There are two primary causes to start out automating your advertising, they usually all the time go collectively. It’s wanting to save lots of time and reaching extra enterprise targets quicker. So, listed here are some easy workflows categorized by targets they may make it easier to obtain. Read on and see what works for you.

Contact checklist constructing

If you need to earn a living by way of e mail advertising, constructing a contact checklist is a continuing high precedence purpose. To purchase a high-quality crowd, it’s good to be sure to provide a high-quality expertise.

Simple welcome message

Make your subscribers
really feel welcome and begin with a easy welcome e mail for every new subscriber.
Then you may broaden and ship welcome e mail sequence that supply worth to your
audience and steadily make them prepared for making an knowledgeable buying

Let’s say
that individuals land in your contact lists in plenty of alternative ways – they fill
out a kind in your touchdown web page, you add them manually, and so forth. You need to
welcome all of them with equal pleasure. Lucky for you, you solely want two blocks for
that, and I’ve already talked about this workflow on this article as the best
one! You also can use a template for this. It’s “Simple welcome message.” You
then set the parameters of the situation to “subscribed to any checklist through any
methodology,” and create or choose a welcome e mail within the “Action” block.

Simple welcome message workflow.

Here’s an instance of a welcome e mail:

Welcome email example from the GetResponse Content Team :)Welcome e mail instance from the GetResponse Content Team 🙂

Welcome e mail sequence

An amazing
welcome e mail is essential for the general e mail advertising expertise you’re
providing. But it’s not doable to incorporate all of the necessary info in a
single message and preserve a transparent conversion purpose.

That’s why
it’s a good suggestion to plan an e mail sequence the place every message is designed with a
separate CTA in thoughts.

An e mail sequence additionally makes it simpler to gather priceless details about your contacts’ info wants and preferences. You can use tags and scoring to trace person habits and optimize additional communication movement.

For welcome e mail sequence, it’s good to add blocks after the primary motion, e.g., one other situation like “message opened”, then “wait” set to nevertheless many days you are feeling are acceptable, then one other “send message” block, and so forth.

Welcome email series automation workflow.

You can use welcome e mail sequence to run quick onboarding and schooling campaigns to your contacts.

Simple contact break up

Every time you
need to take a look at your communication on two teams of contacts and test the outcomes,
use the Splitter filter to separate
your contacts into completely different buyer journeys.

If you apply the splitter after a given motion, the remainder of the workflow can look fully completely different for every proportion of individuals. You resolve the best way to break up them, for instance, 50%/50%, and what messages you ship afterward.

Simple contact split workflow.

Lead nurturing and retention

Most e mail advertising packages are aimed toward aiding the contact on the journey from a prospect to a glad buyer that retains coming again. If you need to make it profitable, it’s good to maintain your contacts engaged for a sure time period. This will exponentially enhance their LCV (Lifetime Customer Value).

Rewarding loyal contacts

You can assign scoring factors based mostly on person habits (e.g., e mail opens, hyperlinks clicked, URLs visited) and ship customized emails to your most engaged contacts.

The emails you ship to contacts with greater scores will be something from thanks messages to particular promo codes.

Rewarding loyal contacts using email marketing automation

Contact retargeting

Relevance is vital to engagement. It principally implies that individuals will open and click on the hyperlinks in your emails so long as they discover them priceless.

You can
design your e mail templates to encourage contacts to learn different associated gives.
Then you may create a workflow that sends a message suggesting expanded provide
based mostly particularly on contacts’ pursuits and habits.

Contact retargeting

If you want higher lead administration, make room for energetic contacts in your checklist and take away the inactive ones, contemplate tagging your leads based mostly on their rating. That’s what the automation workflow under is constructed for:

Tagging based on scoring – an automated workflow.

When your contacts click on in your hyperlinks, open your emails, give them a rating. There’s even a selected template construct for a primary scoring plan should you don’t need to put scoring parts in different workflows. Then, to take care of checklist hygiene, use the workflow above – tag the engaged contacts with a better rating, as engaged prospects or heat leads. Tag them otherwise (inactive, chilly, and so forth.) when they don’t work together with your campaigns, due to this fact not reaching the required threshold.

This easy tagging system will be of nice assist when you have got an unique give you need to pitch solely to your superfans. It all is dependent upon the variety of factors you set within the “wait until the score is greater than…” block.

Read extra about 6 Lead Scoring Techniques You Should Use with Marketing Automation & Email List Management Best Practices.


When you promote merchandise on-line, you want a system that may take excellent care of your prospects post-purchase, ship thanks and guarantee them concerning the standing of their order. Also, it’s good to encourage them to go to your website usually, finally buying extra.

Lucky for you, that’s what advertising automation instruments are right here for!

Cart abandonment

This easy workflow helps you to ship a follow-up message to prospects who’ve positioned objects of their procuring cart however left with out buying them. This will scale back the variety of incomplete orders and remind prospects to come back again.

You’ll want to organize an automation message with a reminder. And for the Abandoned Cart to work, you’ll want to attach your retailer with GetResponse through API or JavaScript.

If you need to embrace the objects from the cart in your automation message, you’ll need to allow sending new ecommerce information to GetResponse or export present ecommerce information to your GetResponse account. Then, whereas creating the message, use an Abandoned Cart block within the e mail creator – and voila!

Abandoned cart reminder email automated workflow.

An deserted cart automated message can seem like this:

See 6 Rules to Recovering Abandoned Cart Emails for extra suggestions and inspiration.

Post-purchase follow-up

Speaking of deserted carts, you don’t need your prospects to really feel like they’ve been forgotten and acquired a services or products from a void that doesn’t reply. But, in fact, you don’t should follow-up manually to make the emails private.

You can arrange a post-purchase follow-up template that appears like this:

Post purchase follow up email workflow.

After a purchase order is made, tag your buyer based mostly on the acquisition – it should make it easier to in future campaigns. Then, ship them a thank-you e mail!

After ten days, you may follow-up with a message presenting different gives out of your retailer, or different offers the shopper may like.

It’s quite simple however it should go a good distance. The prospects will get extra engaged with your model very quickly, and you should have quite a lot of time to your self when the entire course of is automated.

How to take advantage of out of selling automation in 30 days

If you’re fascinated by attempting out advertising automation for your self, a free trial in GetResponse is one of the best ways to do that. You’ll have 30 days to take advantage of out of it. How? It’s simple. Let me clarify.

  • When you enroll, begin with making a touchdown web page.
  • Put a contact kind in a visual place on the touchdown web page.
  • Publish the web page and submit the hyperlink to it in your social media – let your family and friends join your checklist.
  • Using our e mail creator, make an automation message that may welcome your new contacts.
  • Then, arrange a workflow consisting of solely two blocks – “subscribed to a list via any method” and “send a message.”

And that’s solely day one! You’ve received 29 extra days left to start out producing conversions!

  • Analyze the outcomes of your first automated e mail, taking metrics like open charge and click-through charge under consideration.
  • Think of your purpose and see if any of the workflows steered on this article applies to what you need to obtain. Look at different templates constructed for you in GetResponse. If you need to attempt one thing completely different, attempt constructing a workflow your self utilizing your contemporary data of constructing blocks.
  • Experiment and take a look at your workflows – it’s even simpler whenever you’re simply beginning out as a result of you are able to do just about something with none massive dangers.
  • Analyze your assessments to see what works to your model and what needs to be tweaked.
  • If you need to know extra, don’t be afraid to ask for assist. Also, look into our FAQs, search for inspiration in assets, and take a look at extra articles on our weblog. This will take you on a journey to turn into a advertising automation knowledgeable.

Are you able to attempt automating your advertising?

Helpful assets

If you need to be taught extra about this subject, listed here are some nice reads we suggest:

What are your ideas on advertising automation? Do you have got attention-grabbing suggestions for people who find themselves simply beginning out? Let us know within the feedback under!