Marketing Automation

  1. Implementation and Setup
    1. Platform Configuration
      1. Account Setup
        1. User Management
          1. Role Definition
            1. Permission Settings
              1. Team Structure
              2. Tracking Implementation
                1. Website Tracking Code
                  1. Event Tracking Setup
                    1. Cross-Domain Tracking
                    2. Email Authentication
                      1. SPF Record Setup
                        1. DKIM Configuration
                          1. DMARC Implementation
                        2. Data Integration and Migration
                          1. CRM Integration
                            1. Data Mapping
                              1. Sync Configuration
                                1. Conflict Resolution
                                2. E-commerce Integration
                                  1. Product Catalog Sync
                                    1. Order Data Integration
                                      1. Abandoned Cart Setup
                                      2. Third-Party Integrations
                                        1. Webinar Platforms
                                          1. Event Management Systems
                                            1. Social Media Platforms
                                              1. Analytics Tools
                                              2. Data Migration
                                                1. Data Cleansing
                                                  1. Data Standardization
                                                    1. Migration Testing
                                                      1. Data Validation
                                                    2. Lead Management Setup
                                                      1. Lead Status Definition
                                                        1. Lifecycle Stage Mapping
                                                          1. Status Transition Rules
                                                            1. Qualification Criteria
                                                            2. Lead Scoring Configuration
                                                              1. Explicit Scoring Setup
                                                                1. Demographic Scoring
                                                                  1. Firmographic Scoring
                                                                  2. Implicit Scoring Setup
                                                                    1. Behavioral Scoring
                                                                      1. Engagement Scoring
                                                                      2. Negative Scoring Rules
                                                                        1. Score Decay Configuration
                                                                        2. Lead Routing Setup
                                                                          1. Assignment Rules
                                                                            1. Round-Robin Distribution
                                                                              1. Territory-Based Routing
                                                                                1. Notification Configuration

                                                                            Previous

                                                                            3. Strategic Planning for Marketing Automation

                                                                            Go to top

                                                                            Next

                                                                            5. Building Automation Workflows