{"id":44477,"date":"2023-07-27T13:26:22","date_gmt":"2023-07-27T13:26:22","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=44477"},"modified":"2025-03-24T13:16:48","modified_gmt":"2025-03-24T13:16:48","slug":"marketing-automation-checklist","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/","title":{"rendered":"The Beginner&#8217;s Marketing Automation Checklist [101]"},"content":{"rendered":"<p>Social media marketing resource <a href=\"https:\/\/napoleoncat.com\/blog\/marketing-automation-statistics\/#general\">NapoleonCat<\/a> reports that 96 percent of marketers have used marketing automation, with email marketing the most popular usage.<\/p>\n<p>However, you can automate many parts of your marketing campaigns, from content marketing to advertising and social media marketing.<\/p>\n<p>The question becomes \u2013 how do you get started? You\u2019ve selected a <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">good marketing automation software<\/a>, but you want to ensure you use it to the fullest.<\/p>\n<p>You wish your first campaigns take off without a hitch. It sounds like you need a marketing automation checklist to get started.<\/p>\n<p>In this blog post, we\u2019ll go point by point and describe every step you need to tick off for your marketing automation success.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#Understanding_Marketing_Automation_101\" >Understanding Marketing Automation (101)<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#What_is_marketing_automation\" >What is marketing automation?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#How_does_marketing_automation_work\" >How does marketing automation work?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#The_Marketing_Automation_Checklist_%E2%80%93_How_to_Get_Started\" >The Marketing Automation Checklist \u2013 How to Get Started<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#1_Set_your_goals_with_pinpoint_precision\" >1. Set your goals with pinpoint precision<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#2_Be_smart_in_picking_your_automation_platform\" >2. Be smart in picking your automation platform<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#3_Map_out_the_entire_customer_journey\" >3. Map out the entire customer journey<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#4_Score_your_leads_smartly\" >4. Score your leads smartly<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#5_Create_marketing_content_that_can_be_automated\" >5. Create marketing content that can be automated<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#6_Implement_email_automation_in_your_pipeline\" >6. Implement email automation in your pipeline<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#7_Integrate_social_media_automation\" >7. Integrate social media automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#8_Track_analytics_and_build_reports\" >8. Track analytics and build reports<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-checklist\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"Understanding_Marketing_Automation_101\"><\/span><span style=\"color: #339966;\"><strong>Understanding Marketing Automation (101)<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Before we dive into that, let\u2019s go over the basics of marketing automation to ensure you\u2019ve got them down pat. This introductory section will cover all your bases.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_is_marketing_automation\"><\/span><span style=\"color: #993300;\"><strong>What is marketing automation?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Automation software is used across industries and businesses for service, sales, and marketing tasks. The goal of automation is to simplify workflows, save time by eliminating or reducing mundane tasks from the schedule, and increasing productivity.<\/p>\n<p>Here are some areas of a <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-workflow-software\/\">marketing workflow<\/a> you can automate.<\/p>\n<ul>\n<li><strong>Email marketing: <\/strong>Automation tools can generate <a href=\"https:\/\/www.engagebay.com\/blog\/best-email-subject-lines\/\">email subject lines<\/a> and incorporate personalization. You can browse and select email templates, split-test your emails before you send them, and schedule email sending. You can create entire drip campaigns using automation, with follow-up <a href=\"https:\/\/www.engagebay.com\/blog\/trigger-email-marketing\/\">emails sent based on triggers<\/a> such as lead or customer behavior.<\/li>\n<li><strong>Advertising: <\/strong>Simplify your advertising campaigns with automatic targeting, personalization, and real-time analytics.<\/li>\n<li><strong>Lead scoring: <\/strong>You must score your leads to determine who\u2019s the most qualified, but this is time-consuming. An automation tool can score your leads based on the criteria you select, saving you hours.<\/li>\n<li><strong>Social media marketing: <\/strong>You can use automation workflows to create social media posts (including writing post copy), incorporate personalization, select appropriate tags, and post for you. You can schedule when your social media posts go out so your brand always looks online even when you aren\u2019t.<\/li>\n<li><strong>Content marketing: <\/strong>Content marketing automation entails refining copy with grammar and spell checkers, improving tone, scheduling when posts go live, and cross-posting to social media platforms.<\/li>\n<\/ul>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h3><span class=\"ez-toc-section\" id=\"How_does_marketing_automation_work\"><\/span><span style=\"color: #993300;\"><strong>How does marketing automation work?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>So how does marketing automation work? Let\u2019s explore.<\/p>\n<p>First, you must select an automation platform or tool. You have no shortage of options here. ActiveCampaign, HubSpot, Sendinblue, Mailchimp, <a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a>, Keap, and Salesforce (Pardot) all do a good job at marketing automation.<\/p>\n<p>EngageBay\u2019s all-in-one software for sales, service, and marketing teams offers a full suite of marketing automation tools to drive your campaigns forward.<\/p>\n<p>Next, begin putting together your automation workflow. Automation operates according to if\/then rules. For example, if a lead subscribes to your newsletter, they\u2019ll begin receiving drip emails. (If this, then that)<\/p>\n<p>You create the rules for your workflow, typically using drag-and-drop elements. An automation workflow can be as simple or complex as you require it.<\/p>\n<p>You won\u2019t need a complicated workflow for basic tasks like posting on social media. You tell the workflow what to post and when, then it\u2019s done.<\/p>\n<p>However, lead scoring will require a more complicated workflow. This task uses more if\/then rules.<\/p>\n<p>Automation workflows require fine-tuning, but once you\u2019ve got them right, they operate independently, like a well-oiled machine.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-kpis\/\">Read also: Marketing Automation KPIs You Need Like Coffee (Must-Have)<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_Marketing_Automation_Checklist_%E2%80%93_How_to_Get_Started\"><\/span><span style=\"color: #339966;\"><strong>The Marketing Automation Checklist \u2013 How to Get Started<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/07\/Marketing-automation-checklist.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-44843 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/07\/Marketing-automation-checklist.jpg\" alt=\"Marketing automation checklist infographic by EngageBay\" width=\"398\" height=\"837\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/07\/Marketing-automation-checklist.jpg 500w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/07\/Marketing-automation-checklist-143x300.jpg 143w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/07\/Marketing-automation-checklist-487x1024.jpg 487w\" sizes=\"(max-width: 398px) 100vw, 398px\" \/><\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Set_your_goals_with_pinpoint_precision\"><\/span><span style=\"color: #993300;\"><strong>1. Set your goals with pinpoint precision<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Automation can solve many challenges that business owners face as they experience growth. These tools can save you the time you don\u2019t have, eliminate extraneous tasks from your workflow, and help you reach a burgeoning audience.<\/p>\n<p>However, you must have <a href=\"https:\/\/www.engagebay.com\/blog\/sales-goals\/\">clear, measurable goals<\/a> in place to use automation to the fullest.<\/p>\n<p>Let\u2019s use a simple example. Your business currently posts on social media once a week. You\u2019re interested in ramping that up to 10 times per week.<\/p>\n<p>Tailwind can generate post ideas, write copy for you, and incorporate your branding into your posts. You can choose from a robust photo library, so you don\u2019t even have to think twice about visual content.<\/p>\n<p>Here\u2019s another example. Your small business has <a href=\"https:\/\/www.engagebay.com\/blog\/email-list\/\">grown your email list<\/a>, and you\u2019re interested in sending an email sequence using automation.<\/p>\n<p>EngageBay\u2019s marketing automation tools can help. You can use simple drag-and-drop workflows to broadcast emails, build <a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\">email sequences<\/a>, or send bulk emails. The wealth of predesigned email templates is professional but editable, so you can add your branding to your emails.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/account-based-marketing-vs-marketing-automation\/\">Read also: Account-Based Marketing vs Marketing Automation: A Guide<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Be_smart_in_picking_your_automation_platform\"><\/span><span style=\"color: #993300;\"><strong>2. Be smart in picking your automation platform<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Your goals should guide you toward your ideal automation platform, but you must consider other factors. Let\u2019s investigate.<\/p>\n<ul>\n<li><strong>Ease of use: <\/strong>Automation is designed to save you time. However, software that\u2019s difficult to use will suck up all the time you\u2019d save by automating marketing tasks and then some. Take advantage of demos and free trials to determine how easy the software is to use. Keep in mind the software may have a learning curve, but it shouldn\u2019t be steep.<\/li>\n<li><strong>Scalability: <\/strong>Your small business is poised to grow. You need an automation solution that can grow in kind without hindering you.<\/li>\n<li><strong>Cost: <\/strong>The price of the software is a major consideration. Startups often operate on a shoestring budget. Fortunately, you have your pick of free plans. EngageBay\u2019s Marketing Bay starts at $0 per month.<\/li>\n<li><strong>Features: <\/strong>Marketing automation software runs the gamut. A social media tool like Tailwind comes in handy if you\u2019re interested in optimizing your social media content, but not so much if your focus is <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\">email marketing<\/a>. Select a software based on the features it offers and how well they match your business objectives.<\/li>\n<li><strong>Customization: <\/strong>You don\u2019t want to use the same <a href=\"https:\/\/www.engagebay.com\/cold-email-templates\">email templates<\/a> your competitors rely on or share social media posts that all look the same. The freedom to customize workflows to match your unique brand and have other personalized elements is a must.<\/li>\n<li><strong>Customer support: <\/strong>When you need help, how responsive is customer support? Can you get issues resolved quickly, or does it take days for you even to hear back? You must have quick, helpful, and efficient customer support.<\/li>\n<li><strong>Integrations: <\/strong>Your small business already has other tools in your marketing stack. The automation software should integrate with these tools so it slots into your workflow effortlessly.<\/li>\n<\/ul>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-interview-questions\/\">Read also: Mastering The Interview: Essential Marketing Automation Questions And How To Answer Them<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Map_out_the_entire_customer_journey\"><\/span><strong><span style=\"color: #993300;\">3. Map out the entire customer journey<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Now that you\u2019ve selected your software, you\u2019re one step closer to automating your marketing tasks. However, before proceeding, you must have a clear understanding of your average customer journey.<\/p>\n<p>Where do most of your leads find you? Is it through your marketing campaigns? More specifically, through social media? Guest blog content? Advertising?<\/p>\n<p>How many site visits does the average lead make? Once they subscribe to <a href=\"https:\/\/www.engagebay.com\/blog\/email-newsletters-with-templates\/\">your email newsletter<\/a>, how much nurturing does it take before they convert? After converting, how long do they remain in the funnel on average?<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/02\/leadgenfunnel.png\"><img decoding=\"async\" class=\"aligncenter wp-image-37096 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/02\/leadgenfunnel.png\" alt=\"\" width=\"475\" height=\"503\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/02\/leadgenfunnel.png 626w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/02\/leadgenfunnel-283x300.png 283w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/02\/leadgenfunnel-595xh.png 595w\" sizes=\"(max-width: 475px) 100vw, 475px\" \/><\/a><\/p>\n<p>Answering these questions allows your small business to strategically employ marketing automation at specific points in the customer journey. In turn, this might speed up the average customer\u2019s entry through the funnel.<\/p>\n<p>For example, if you\u2019ve determined that many of your leads find your small business through social media posts, can you increase your lead gen by posting on social media more frequently?<\/p>\n<p>Would more targeted, engaging emails encourage a lead to make a purchasing decision faster?<\/p>\n<p>Answer these and other questions honestly, and you can begin narrowing your marketing automation approach.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-manufacturing\/\">Read also: Marketing Automation For Manufacturing: Beginner\u2019s Guide<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Score_your_leads_smartly\"><\/span><span style=\"color: #993300;\"><strong>4. Score your leads smartly<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>You\u2019ll recall that one of the strongest features of marketing automation software is the capacity to <a href=\"https:\/\/www.engagebay.com\/crm\/lead-scoring\">score leads<\/a>. This is one of the more important jobs of a marketer, as lead scoring determines which leads are readiest to buy.<\/p>\n<p>It\u2019s also one of those tasks that never ends, especially if you have healthy lead gen. You can consistently lose time to lead scoring week over week and month over month.<\/p>\n<p>Automation software can score your leads, so you don\u2019t have to. Select the criteria you want the software to use and assign a scoring system.<\/p>\n<p>Monitor the results, as you might wish to tweak the lead scoring workflow, introducing or prioritizing some criteria over others.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation\/\">Read also: Why Companies Need B2B Marketing Automation Today<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Create_marketing_content_that_can_be_automated\"><\/span><strong><span style=\"color: #993300;\">5. Create marketing content that can be automated<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Next, it\u2019s time to begin building robust content that you can spread across your audience segments at various stages of the customer journey.<\/p>\n<p>Automation tools can assist you with this depending on the type of content you\u2019re interested in. As we\u2019ve explained, some automation software can write social media copy for you. You should still edit the copy before posting, but this saves you a tremendous amount of time.<\/p>\n<p>Image libraries and email templates also make it easier to <a href=\"https:\/\/www.engagebay.com\/blog\/content-marketing\/\">increase your content output<\/a>. Automation software can recommend content, reducing your time spent on ideation, and you can use tools to edit the written content you produce.<\/p>\n<p>You won\u2019t have to spend as much time proofreading when you can erase spelling, syntax, and grammar mistakes and improve your tone through automation software.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-landscape\/\">Read also: Marketing Automation Landscape: A Guide To Scaling Your Business<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Implement_email_automation_in_your_pipeline\"><\/span><span style=\"color: #993300;\"><strong>6. Implement email automation in your pipeline<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<figure id=\"attachment_14010\" aria-describedby=\"caption-attachment-14010\" style=\"width: 1370px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/trigger-email.gif\"><img decoding=\"async\" class=\"size-full wp-image-14010\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/trigger-email.gif\" alt=\"trigger email automation\" width=\"1370\" height=\"782\"><\/a><figcaption id=\"caption-attachment-14010\" class=\"wp-caption-text\"><em>Email marketing automation in EngageBay<\/em><\/figcaption><\/figure>\n<p>Now that you have content to share, it\u2019s time to put it out into the world. That begins with email marketing, one of automation\u2019s strongest suits.<\/p>\n<p>Let\u2019s review how it works. First, you select the audience who will see your message. Since you\u2019ve already scored your leads, you should have several audience segments ready to engage with.<\/p>\n<p>Next, you select your email template. <a href=\"https:\/\/www.engagebay.com\/blog\/best-marketing-automation-tools\/\">Marketing automation tools like EngageBay<\/a> give you hundreds of modern, appealing email templates to select from, whether you\u2019re engaging with new leads or reaching out to long-term customers.<\/p>\n<p>After compiling your email, you\u2019d draft a follow-up, and the next follow-up from there based on how a lead or customer behaves. You should have an email ready for every action a lead or customer can take, from purchasing something to unsubscribing.<\/p>\n<p>Now you can put everything together in the automation software. Create a workflow that dictates which emails a lead or customer should receive and when as they move through the funnel.<\/p>\n<p>You can also determine when a lead or customer receives an email. For example, they should get a <a href=\"https:\/\/www.engagebay.com\/blog\/confirmation-email-examples\/\">confirmation email<\/a> immediately after subscribing to your email list or purchasing a product or service.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/b2c-marketing-automation-guide\/\">Read also: A B2C Marketing Automation Guide To Reach Buyers With Less Effort<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Integrate_social_media_automation\"><\/span><span style=\"color: #993300;\"><strong>7. Integrate social media automation<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Social media is a critical part of any <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-strategy\/\">successful marketing strategy<\/a> and is another area where automation helps.<\/p>\n<p>We\u2019ve already discussed how automation tools can build your social media posts for you. More so, you can rely on automation to schedule when your posts go live.<\/p>\n<p>In today\u2019s chronically online world, the average consumer expects the companies they follow to be as active as they are. Business hours are still existent but matter less on social media.<\/p>\n<p>You can use social media automation to post content around the clock to keep your profile active even when your staff is away from the office.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-101\/\">Read also: Marketing Automation 101 For The Beginner [With Examples]<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"8_Track_analytics_and_build_reports\"><\/span><span style=\"color: #993300;\"><strong>8. Track analytics and build reports<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Another area where marketing automation software excels is in reporting. Automation tools will track the analytics that matter to your campaign and company, producing <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-metrics\/\">reports for key metrics<\/a> in real-time that you can use to dictate the future of this campaign and others.<\/p>\n<figure id=\"attachment_18353\" aria-describedby=\"caption-attachment-18353\" style=\"width: 1370px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/Marketing-dashboard.gif\"><img decoding=\"async\" class=\"size-full wp-image-18353\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/Marketing-dashboard.gif\" alt=\"Simple customer data reports in EngageBay\" width=\"1370\" height=\"782\"><\/a><figcaption id=\"caption-attachment-18353\" class=\"wp-caption-text\"><em>Simple customer data reports in EngageBay<\/em><\/figcaption><\/figure>\n<p>You can pull this valuable information into a report to measure the success of your automation efforts. As beneficial as automation is, you might find that some tweaks are required before your automations work to the fullest.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\">Read also: 17 Marketing Automation Workflows for Amazing Results<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span style=\"color: #339966;\"><strong>Conclusion<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A marketing automation checklist enables small business owners to develop a successful marketing automation strategy.<\/p>\n<p>Implementing these steps into your automation journey will help you <a href=\"https:\/\/www.engagebay.com\/blog\/email-sequence-personalization\/\">personalize your marketing<\/a>, post content more consistently, nurture and engage with your audience, save time, and increase productivity.<\/p>\n<p>Do you add any more steps to your own personal automation checklist? What marketing automation experiences do you have that you\u2019d like to share?<\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    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