Marketing Automation: Don't lose sight of the wood for the trees.

Keeping it Simple

With more and more companies adopting Marketing Automation solutions to replace repetitive and time consuming manual processes with a specially designed software solution, its often the case that end users get caught up in the complexity of what the systems can deliver and forget the big picture. Ultimately the purpose of this kind of solution is to help streamline the marketing department’s tasks, making it more scaleable and to help marry these activities with the objectives of the sales department – not to make things more difficult.

So here are Profunnel’s top tips to keep your marketing automation simple.

Understand the power of Exclusions:

For those new to marketing automation, an Exclusion List or exclusions are instructions that ensure that a specific segment or group of existing or prospective clients do not receive specific campaigns or responses based on their behaviour. For example, I’m unlikely to want to send the same offers to existing paying clients as my prospective customers. No brainer right?

But beyond this obvious exclusion, its worth considering a couple more noteworthy examples - sending webinar sign-ups more information on your upcoming webinar, or an e-brochure for those who have already downloaded said brochure is an exercise in futility. Once these obvious exclusions have been addressed, the temptation is to start getting super complicated and start excluding according to all sorts of complex metrics – trying to ensure prospects don’t get the same email twice, or excluding whole lists according to behaviour on specific triggers...the list is endless and our recommendation would be to leave this to the pro’s (e.g. your account manager )

Just remember, over-thinking or in this case over-excluding can create both unnecessary work and can impact long-term marketing strategies. Simple strategies are most effective unless you have dedicated resource to run your marketing automation platform full-time.

Don’t overdo your audience segmentation!

Segmenting prospects and customers is a hugely valuable strategy allowing you to deliver specific offerings to a targeted audience who need it the most. Some companies are happy to distinguish between clients and prospects and others create veritable libraries of different segments. For the majority, once again, the simpler the better.

What most marketers overlook when brainstorming a new and innovative way to segment their audience is that for every segment you may need to create landing pages, e-shots, call-to-actions and offers as well as tying all these into separate campaigns. These then all need refining and tweaking and you end up painting the golden gate bridge all over again. Creating compelling content for larger segments will not overburden your resource and will allow you to push on and actually ensure your campaigns are as effective as possible.

Big Picture

It’s crucial to remember that marketing automation platforms are there to help leverage existing sales and marketing capabilities, not as a tool to overburden and burn out all resources. Of course, there is a benefit in having dedicated resource from your platform in order to supply ad-hoc support or even take on a project on your behalf. However, for the majority keeping it simple is a surefire method of reaping the rewards of a marketing automation platform...don’t lose sight of the wood for the trees.

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