Marketing Automation

  1. Core Components of Marketing Automation Platforms
    1. Contact Database Management
      1. Contact Records and Properties
        1. Standard Contact Properties
          1. Custom Contact Properties
            1. Data Collection Methods
            2. Company Records
              1. Company Properties
                1. Contact-to-Company Associations
                2. Deal Records
                  1. Deal Properties
                    1. Deal Stages
                      1. Pipeline Management
                      2. Activity Timelines
                        1. Email Interactions
                          1. Website Activity
                            1. Form Submissions
                              1. Social Media Engagement
                            2. Segmentation and List Management
                              1. Static Lists
                                1. Manual List Creation
                                  1. List Import Methods
                                    1. List Maintenance
                                    2. Dynamic Lists
                                      1. Smart List Criteria
                                        1. Real-Time List Updates
                                          1. Automation Triggers
                                          2. Segmentation Criteria
                                            1. Demographic Segmentation
                                              1. Age
                                                1. Gender
                                                  1. Location
                                                    1. Income Level
                                                    2. Firmographic Segmentation
                                                      1. Company Size
                                                        1. Industry
                                                          1. Revenue
                                                            1. Geographic Location
                                                            2. Behavioral Segmentation
                                                              1. Website Activity
                                                                1. Email Engagement
                                                                  1. Purchase History
                                                                    1. Content Consumption
                                                                    2. Psychographic Segmentation
                                                                      1. Interests
                                                                        1. Values
                                                                          1. Lifestyle
                                                                            1. Personality Traits
                                                                        2. Lead Capture Mechanisms
                                                                          1. Forms
                                                                            1. Embedded Forms
                                                                              1. Pop-up Forms
                                                                                1. Progressive Forms
                                                                                  1. Smart Forms
                                                                                    1. Field Validation
                                                                                      1. Data Enrichment
                                                                                      2. Landing Pages
                                                                                        1. Landing Page Design Principles
                                                                                          1. Conversion Optimization Techniques
                                                                                            1. A/B Testing Landing Pages
                                                                                            2. Chatbots
                                                                                              1. Conversational Forms
                                                                                                1. Lead Qualification Bots
                                                                                                  1. Integration with CRM
                                                                                                2. Communication Channels
                                                                                                  1. Email Marketing
                                                                                                    1. Email Templates
                                                                                                      1. Drag-and-Drop Editors
                                                                                                        1. Personalization Tokens
                                                                                                          1. Dynamic Content
                                                                                                          2. SMS and MMS Messaging
                                                                                                            1. SMS Compliance Requirements
                                                                                                              1. MMS Capabilities
                                                                                                                1. Two-Way Messaging
                                                                                                                2. Push Notifications
                                                                                                                  1. Web Push Notifications
                                                                                                                    1. Mobile App Push Notifications
                                                                                                                      1. Personalization Strategies
                                                                                                                      2. Social Media Integration
                                                                                                                        1. Social Publishing
                                                                                                                          1. Social Monitoring
                                                                                                                            1. Social Lead Generation
                                                                                                                            2. Direct Mail Integration
                                                                                                                              1. Variable Data Printing
                                                                                                                                1. Direct Mail Tracking
                                                                                                                              2. Workflow and Campaign Automation
                                                                                                                                1. Visual Workflow Builders
                                                                                                                                  1. Drag-and-Drop Interface
                                                                                                                                    1. Workflow Templates
                                                                                                                                      1. Workflow Testing
                                                                                                                                      2. Triggers and Actions
                                                                                                                                        1. Event-Based Triggers
                                                                                                                                          1. Time-Based Triggers
                                                                                                                                            1. Behavioral Triggers
                                                                                                                                              1. Action Types
                                                                                                                                              2. Delays and Timing
                                                                                                                                                1. Fixed Delays
                                                                                                                                                  1. Smart Delays
                                                                                                                                                    1. Time Zone Considerations
                                                                                                                                                    2. Branching Logic
                                                                                                                                                      1. If/Then Conditions
                                                                                                                                                        1. Multi-Path Workflows
                                                                                                                                                          1. Goal-Based Branching
                                                                                                                                                        2. Personalization and Dynamic Content
                                                                                                                                                          1. Dynamic Content Blocks
                                                                                                                                                            1. Personalization Rules
                                                                                                                                                              1. Smart Content
                                                                                                                                                                1. Real-Time Content Adaptation
                                                                                                                                                                2. Reporting and Analytics
                                                                                                                                                                  1. Dashboard Creation
                                                                                                                                                                    1. Real-Time Reporting
                                                                                                                                                                      1. Custom Report Building
                                                                                                                                                                        1. Data Export Options
                                                                                                                                                                          1. Report Scheduling and Sharing

                                                                                                                                                                        Previous

                                                                                                                                                                        1. Introduction to Marketing Automation

                                                                                                                                                                        Go to top

                                                                                                                                                                        Next

                                                                                                                                                                        3. Strategic Planning for Marketing Automation