{"id":48100,"date":"2023-10-11T14:01:06","date_gmt":"2023-10-11T14:01:06","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=48100"},"modified":"2026-02-06T15:24:40","modified_gmt":"2026-02-06T15:24:40","slug":"b2b-marketing-automation-strategy","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/","title":{"rendered":"How to Build the Perfect B2B Marketing Automation Strategy"},"content":{"rendered":"<p>B2B businesses can benefit as much from automation as any B2C company, and sometimes more so. Automation will streamline and simplify your digital marketing campaigns in areas like social media, lead scoring, email, and lead generation.<\/p>\n<p>You can grow your business with automation by erasing many of the time-consuming tasks your staff busied themselves with.<\/p>\n<p>Before you begin, you must have a <a href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation\/\">B2B marketing automation<\/a> strategy. Some businesses might find it efficient to embrace several strategies.<\/p>\n<p>Learn the best B2B marketing automation strategies and how to use them to make your business successful in this blog post.&nbsp;<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/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\/b2b-marketing-automation-strategy\/#What_Is_a_B2B_Marketing_Automation_Strategy\" >What Is a B2B Marketing Automation Strategy?&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#9_B2B_Marketing_Automation_Strategies_Your_Growing_Business_Needs\" >9 B2B Marketing Automation Strategies Your Growing Business Needs<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#1_Trigger_marketing\" >1. Trigger marketing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#2_Self-nurturing_content\" >2. Self-nurturing content<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#3_Automatic_alerts\" >3. Automatic alerts<\/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\/b2b-marketing-automation-strategy\/#4_Chatbots\" >4. Chatbots<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#Enhance_Your_Email_Marketing\" >Enhance Your Email Marketing<\/a><\/li><\/ul><\/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\/b2b-marketing-automation-strategy\/#5_Personalization\" >5. Personalization<\/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\/b2b-marketing-automation-strategy\/#6_Automated_emails\" >6. Automated emails<\/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\/b2b-marketing-automation-strategy\/#7_Social_media_marketing\" >7. Social media marketing<\/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\/b2b-marketing-automation-strategy\/#8_Lead_scoring\" >8. Lead scoring<\/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\/b2b-marketing-automation-strategy\/#9_Lead_management\" >9. Lead management<\/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\/b2b-marketing-automation-strategy\/#Bottom_Line\" >Bottom Line<\/a><\/li><\/ul><\/nav><\/div>\n\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_Is_a_B2B_Marketing_Automation_Strategy\"><\/span><strong><span style=\"color: #339966;\">What Is a B2B Marketing Automation Strategy?&nbsp;<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A B2B marketing automation strategy helps businesses streamline their marketing efforts affordably. Often, marketing automation helps businesses scale faster by automating repetitive tasks. In the following sections, we&#8217;ll show you how.<\/p>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Elevate your email marketing with our <\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">free email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> designed to boost engagement and conversions.<\/span><\/i><\/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                    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<h2><span class=\"ez-toc-section\" id=\"9_B2B_Marketing_Automation_Strategies_Your_Growing_Business_Needs\"><\/span><span style=\"color: #339966;\"><b>9 B2B Marketing Automation <\/b><b>Strategies Your Growing Business Needs<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Check out these nine B2B marketing automation strategies and best practices to amplify your business growth:<\/p>\n<ol>\n<li>Trigger marketing<\/li>\n<li>Self-nurturing content<\/li>\n<li>Automatic alerts<\/li>\n<li>Chatbots<\/li>\n<li>Personalization<\/li>\n<li>Automated emails<\/li>\n<li>Social media marketing<\/li>\n<li>Lead scoring<\/li>\n<li>Lead management<\/li>\n<\/ol>\n<h3><span class=\"ez-toc-section\" id=\"1_Trigger_marketing\"><\/span><span style=\"color: #993300;\"><b>1. Trigger marketing<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>When a lead or a potential customer performs an action, such as opening an email, interacting with your chatbot, or viewing a page on your website, that\u2019s a trigger.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/trigger-email-marketing\/\">Trigger marketing<\/a> is how your business responds to those triggers.<\/p>\n<p>The primary benefit of this marketing form is timeliness. By reacting to a lead\u2019s behavior as soon as they do it, you can continue them through the <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-vs-sales-funnel\/\">sales funnel<\/a> before they become disengaged.<\/p>\n<p>However, when you think of it, trigger marketing might be one of the most complex types. There are many potential scenarios to plan for. For example, a lead could open an email and click through\u2026but what if they don\u2019t?<\/p>\n<p>B2B marketing automation rids your mind of all those torturous what-ifs.<\/p>\n<p>Creating a trigger email marketing strategy within <a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> couldn\u2019t be simpler.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/trigger-email.gif\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-14010\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/trigger-email.gif\" alt=\"EngageBay trigger email example\" width=\"684\" height=\"390\"><\/a><\/p>\n<p>Here are the triggers you can select from:<\/p>\n<ul>\n<li>Outgoing calls for any calls your company makes<\/li>\n<li>Incoming calls from leads or customers<\/li>\n<li>Webpage visits for specific pages on your website<\/li>\n<li>Updated contact fields<\/li>\n<li>Order purchases<\/li>\n<li><a href=\"https:\/\/www.engagebay.com\/blog\/ecommerce-abandoned-cart-email\/\">Abandoned carts<\/a><\/li>\n<li>Creation of a new contact<\/li>\n<li>Change in lead score<\/li>\n<li>Note description update by a member of the sales or marketing teams<\/li>\n<li><a href=\"https:\/\/www.engagebay.com\/blog\/best-opt-in-email-strategies\/\">Double opt-ins<\/a> through landing pages or pop-up or in-line forms<\/li>\n<li>Opening an email<\/li>\n<li>Clicking a link in an email<\/li>\n<li>Adding a tag to a contact<\/li>\n<li>Removing a tag from a contact<\/li>\n<li>Joining a specified sequence<\/li>\n<li>Subscribing via pop-up<\/li>\n<li>Subscribing via form<\/li>\n<\/ul>\n<p>Select the trigger and the accompanying action using EngageBay\u2019s simple drag-and-drop automation workflow builder to set everything into place.<\/p>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49&nbsp; Boost your email marketing campaigns with EngageBay\u2019s <\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">customizable email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> tailored for engagement and success.<\/span><\/i><\/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-ideas\/\">Read also: 2023 B2B Marketing Ideas &#8212; What HubSpot, Flock Freight, and LinkedIn Can Teach Us<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Self-nurturing_content\"><\/span><span style=\"color: #993300;\"><b>2. Self-nurturing content<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>B2B purchases are investments, and any business wants to protect its investments.<\/p>\n<p>That\u2019s why self-guided research is the norm among B2B businesses. They want to understand what their money will get them, so they\u2019ll pore over your product specs and service features before moving through the <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-vs-sales-funnel\/\">sales funnel<\/a>.<\/p>\n<p>Self-nurturing content is especially valuable, affording a B2B lead the resources they seek to understand your B2B company, what it sells, and your industry as a whole (especially if this is their first time purchasing from your industry).<\/p>\n<p>Knowledge bases, help pages, and resources at the bottom of blog posts are stellar examples of self-guided content, making them a great B2B marketing strategy.<\/p>\n<p>For instance, EngageBay has a detailed<a href=\"https:\/\/help.engagebay.com\/\"> knowledge base<\/a> full of dozens of articles, tutorials, and how-tos that answer our audience&#8217;s most common questions. Clicking any blog posts on our website will link you to relevant content and resources to further your reading.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-27-at-6.42.42-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48103\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-27-at-6.42.42-PM-1024x452.png\" alt=\"B2B marketing automation strategy example: EngageBay's knowledge base\" width=\"738\" height=\"326\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-27-at-6.42.42-PM-1024x452.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-27-at-6.42.42-PM-300x133.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-27-at-6.42.42-PM-768x339.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-27-at-6.42.42-PM-1536x678.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Screenshot-2023-09-27-at-6.42.42-PM-2048x905.png 2048w\" sizes=\"(max-width: 738px) 100vw, 738px\" \/><\/a><\/p>\n<p>You can rely on automation to recommend content to your prospective B2B customer, guiding them through the rabbit hole of knowledge until they feel confident proceeding with their purchase.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/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-sales-leads\/\">Read also: 17 Powerful Techniques to Generate B2B Sales Leads<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Automatic_alerts\"><\/span><span style=\"color: #993300;\"><b>3. Automatic alerts<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>In the same vein, triggers are automatic alerts. However, alerts don\u2019t solely apply when a lead or customer completes an action. They\u2019re internal and external, allowing you to monitor what your sales and marketing teams are doing.<\/p>\n<p>EngageBay\u2019s <a href=\"https:\/\/www.engagebay.com\/marketing\/push-notifications\">push notifications<\/a> appear on your website, and you can automate them as part of your B2B strategy for free.<\/p>\n<p>That\u2019s right, this is one of many automation services EngageBay provides at no extra charge. Using automatic alerts can elevate retention, increase website traffic, convert more leads, improve your holistic experience, and boost audience engagement.<\/p>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49&nbsp; Boost your marketing strategy with our <\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">customizable email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> that drive results.<\/span><\/i><\/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=\"4_Chatbots\"><\/span><span style=\"color: #993300;\"><b>4. Chatbots<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Artificial intelligence has paved the way for smarter, more <a href=\"https:\/\/www.engagebay.com\/blog\/benefits-chatbots\/\">fulfilling chatbot experiences<\/a>. It used to be that chatbots only acted as a bridge between the customer and customer service rep, but now they\u2019re like reps all their own.<\/p>\n<p>They can answer questions, provide resources, and share information leads and customers need. Better yet, they can do this anytime, whether in the middle of the night, after hours on a weekday, on a holiday, or during the weekend.<\/p>\n<p>As your B2B business grows, you will have more global customers with mismatched time zones or those who might not acknowledge the same holidays as you. A chatbot allows your customer support team to work seamlessly even when no one is in the office.<\/p>\n<p>Chatbots rely on natural language understanding, pattern matching through Artificial Intelligence Markup Language or AIML, and natural language processing, including dependency parsing, named entity recognition, normalization, sentiment analysis, and tokenization.<\/p>\n<p>Enabling your chatbot is quick and efficient with EngageBay. This<a href=\"https:\/\/www.engagebay.com\/service\/free-live-chat-software\"> free live chat software<\/a> uses trigger-based automation to message your audience proactively.<\/p>\n<p>In EngageBay\u2019s software, navigate to the left drop-down menu and choose the <strong>Live Chat<\/strong> module.<\/p>\n<p>Next, click <strong>Bots<\/strong>, then the <strong>Create Bot<\/strong> button. Name your bot and choose the associated website URL, such as your company homepage.<\/p>\n<p>You can alter the replies and dialogue, using AI-fed language to teach the chatbot how to respond according to common words and phrases searchers use.<\/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\/benefits-chatbots\/\">Read also: 12 Incredible Benefits of Chatbots &amp; How to Get Them All<\/a><\/p>\n<hr>\n<h4><span class=\"ez-toc-section\" id=\"Enhance_Your_Email_Marketing\"><\/span><span style=\"color: #666699;\"><b>Enhance Your Email Marketing<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Want to make your emails more impactful? Check out our beautiful, easy-to-customize recruitment and <\/span><a href=\"https:\/\/www.engagebay.com\/email-templates\/email-purpose\/marketing\"><span style=\"font-weight: 400;\">marketing email templates<\/span><\/a><span style=\"font-weight: 400;\">. Designed to boost engagement, these templates from EngageBay will help your emails stand out. Just customize the images, headings, and CTAs for your brand, and hit send in a few minutes!<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-weight: 400;\"><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/email-templates\/\">Browse the Template Library<\/a><\/span><\/p>\n<hr>\n<h3><span class=\"ez-toc-section\" id=\"5_Personalization\"><\/span><span style=\"color: #993300;\"><b>5. Personalization<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>According to 2023 data from career resource<a href=\"https:\/\/www.zippia.com\/advice\/personalization-statistics\/\"> Zippia<\/a>, up to 80% of consumers purchase from brands that personalize their experience. The data doesn\u2019t differentiate between B2B and B2C consumers, which makes it clear that all customers appreciate personalization.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/personalize-EngageBay.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-24275\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/personalize-EngageBay.png\" alt=\"EngageBay personalization tool\" width=\"610\" height=\"306\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/personalize-EngageBay.png 1350w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/personalize-EngageBay-300x151.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/personalize-EngageBay-1024x514.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/personalize-EngageBay-768x386.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/personalize-EngageBay-595xh.png 595w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/a><\/p>\n<p>Personalizing your marketing campaigns is easy with EngageBay. Within the Marketing Bay, select your contacts, then create filters for segmentation. Pick as many filters as you wish to create niche groups.<\/p>\n<p>EngageBay\u2019s <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">B2B marketing automation tool<\/a> will apply those segmentation filters moving forward as your contacts grow, and you can easily change or modify the segmentation parameters anytime. You can even create custom groups!<\/p>\n<p>Automate your email design using pre-built templates personalized and customized to your audience\u2019s interests and buyer persona.<\/p>\n<p>If you\u2019d rather create your own <a href=\"https:\/\/www.engagebay.com\/cold-email-templates\">email templates<\/a>, that\u2019s doable within EngageBay. Go to the Marketing dashboard and select <strong>Templates<\/strong>, then <strong>Email Templates<\/strong>.<\/p>\n<p>Next, click the <strong>Custom<\/strong> or <strong>Create New <\/strong>button, with the former being the right option for building a custom email template.<\/p>\n<p>You\u2019re not left on your own when making custom templates with EngageBay. Use pre-built blocks to position everything into place. Edit any block by selecting the <strong>Pencil<\/strong> icon, then change the color, size, or font. <strong>Save<\/strong> when you\u2019re finished.<\/p>\n<p>Now, add some personalization to the email content by accessing the Campaigns tab within the Marketing Bay dashboard.<\/p>\n<p>Next, select <strong>Email Broadcasts<\/strong> or <strong>Sequences<\/strong>, then the <strong>Create New Broadcasts\/New Sequence<\/strong> option.<\/p>\n<p>This will create a new page with personalization options in a drop-down, such as website URL, phone number, and first name.<\/p>\n<p>Personalize this content, then preview it. When you\u2019re pleased, press <strong>Save<\/strong>.<\/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\/ecommerce-email-personalization\/\">Read also: 5 eCommerce Email Personalization Strategies [+ Examples]<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Automated_emails\"><\/span><span style=\"color: #993300;\"><b>6. Automated emails<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/sales-email-automation-tools\/\">Email automation<\/a> is one of the most valuable B2B marketing automation strategies.<\/p>\n<p>How much time do you spend hitting the send button to stay on top of messages and replies that must go out to your ever-growing audience? It\u2019s too much after a while, requiring more time and manpower than you have available.<\/p>\n<p>You\u2019ve built your digital marketing campaign emails using automation, so why not send them automatically?<\/p>\n<p>EngageBay\u2019s drag-and-drop workflow builder is one of the simplest on the market. It has such a small learning curve your business can have your email automation workflows up and running the same day you start using EngageBay.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/image-2.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48423 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/image-2.png\" alt=\"email automation in EngageBay\" width=\"280\" height=\"548\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/image-2.png 280w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/image-2-153x300.png 153w\" sizes=\"(max-width: 280px) 100vw, 280px\" \/><\/a><\/p>\n<p>Choose which emails your <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\">audience segments<\/a> receive based on whether they respond to your initial email or if you must follow up again, and then continue building from there.<\/p>\n<p>Although email automation workflows can get rather complex, the branching structure of EngageBay\u2019s automated workflow makes it easy to manage from start to finish. You can also count on EngageBay\u2019s <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\">email marketing automation tool<\/a> to schedule emails.<\/p>\n<p>While building your email within EngageBay, navigate to the <strong>Confirmation<\/strong> tab. Click the option marked <strong>Proceed<\/strong> to <strong>Send\/Schedule<\/strong>.<\/p>\n<p>Choose <strong>Schedule Later<\/strong>, select a date and time for the email to go out, and then confirm with the <strong>Schedule<\/strong> button.<\/p>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Optimize your marketing efforts with our <\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> designed for efficiency and impact.<\/span><\/i><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/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: 20 Marketing Automation Workflows for Amazing Results<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Social_media_marketing\"><\/span><span style=\"color: #993300;\"><b>7. Social media marketing<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>With almost five billion global social media users in 2023, you can expect your B2B audience will surely use platforms like Facebook, Twitter, Instagram, YouTube, and LinkedIn.<\/p>\n<p>Your business must have a strong presence to engage with your current audience and grow your leads. However, with social media becoming such a pertinent part of our daily lives, the struggle is real for businesses to keep up with the growing demand to be chronically online.<\/p>\n<p>Maybe it wouldn\u2019t be so bad for businesses if social media was all they had to contend with, but between email marketing, content marketing, product and service development and testing, advertising, lead gen, and <a href=\"https:\/\/www.engagebay.com\/blog\/customer-retention-strategies\/\">customer retention<\/a>, social media marketing can sometimes get left by the wayside.<\/p>\n<p>Marketing automation has changed how B2B businesses post and interact on social media. A growing subset of marketing automation tools can write <a href=\"https:\/\/www.engagebay.com\/blog\/social-media-engagement-posts\/\">social media posts<\/a> through the power of AI.<\/p>\n<p>You can also schedule social media posts using marketing software like EngageBay and its Social Suite.&nbsp;Businesses can even <a href=\"https:\/\/www.linkedhelper.com\/blog\/linkedin-message-automation\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">automate messages<\/a> to keep engagement consistent and responsive without extra manual effort.<\/p>\n<p>Build your most compelling, viral social media posts yet through the Social Suite, finessing them to perfection. When you\u2019re pleased, navigate to the <strong>Social Media Scheduler<\/strong> to decide when your posts will go live.<\/p>\n<p>You can access the Social Media Scheduler by navigating to the Marketing Dashboard, then <strong>Social Suite<\/strong>.<\/p>\n<p>Pick <strong>Scheduler<\/strong> in the drop-down menu, then <strong>Queues<\/strong>. Build your post and select <strong>Add to Queue<\/strong>, choosing the date and time for your social posts to go live.<\/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\/social-media-marketing-goals\/\">Read also: How to Easily Prioritize Your Social Media Marketing Goals<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"8_Lead_scoring\"><\/span><span style=\"color: #993300;\"><b>8. Lead scoring<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Scoring leads is an important qualification, as the practice determines the leads likeliest to convert. Manually scoring leads takes far too much time.<\/p>\n<p>Win back those hours with lead scoring through a B2B marketing automation platform. EngageBay\u2019s innovative <a href=\"https:\/\/www.engagebay.com\/crm\/lead-scoring\">leading scoring software<\/a> includes predictive scoring.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/predictive-lead-scoring\/\">Predictive lead scoring<\/a> uses current and past data to determine lead viability. Leads receive a positive or negative score based on actions like unsubscribing to your email list or adding a product to their cart.<\/p>\n<p>Machine learning helps EngageBay\u2019s algorithms score your leads instantly so you can prioritize the most qualified.<\/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-examples\/\">Read also: Success Stories: 10 B2B Marketing Automation Examples<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"9_Lead_management\"><\/span><span style=\"color: #993300;\"><b>9. Lead management<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>A B2B marketing automation software is a valuable tool for lead management. You can build reliable <a href=\"https:\/\/www.engagebay.com\/blog\/lead-generation-guide\/\">lead gen strategies<\/a> and maintain your current leads, guiding them toward conversion.<\/p>\n<p>EngageBay\u2019s <a href=\"https:\/\/www.engagebay.com\/crm\/lead-management-software\">lead management software<\/a> doesn\u2019t cost a cent to integrate into your current marketing stack. You\u2019ll save time by automating your outreach and incorporating more personalization that leads respond to.<\/p>\n<p>For LinkedIn-specific outreach, tools like <a href=\"https:\/\/www.alsona.com\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Alsona<\/a> allow B2B teams to automate personalized connection requests and follow-up sequences at scale, using account rotation and AI-driven messaging to keep outreach compliant and effective.<\/p>\n<p>For instance, you can automate lead distribution within EngageBay. You set the conditions according to parameters like a lead priority (based on behaviors like whether they open or respond to emails), location, time zone, or industry. EngageBay\u2019s software will assign the leads without your intervention.<\/p>\n<p>Lead management automation works especially well with lead scoring. This way, your company can create an effective B2B lead funnel where only the most <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-qualified-leads\/\">qualified leads<\/a> reach your B2B marketers and sales reps.<\/p>\n<p>The rich customer data within EngageBay assists your business in mapping out and defining your sales funnel to increase conversions.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/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-email-marketing-best-practices\/\">Read also: 9 Proven B2B Email Marketing Best Practices for Beginners<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Bottom_Line\"><\/span><span style=\"color: #339966;\"><b>Bottom Line<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>B2B marketing campaigns must have automation, especially as your business scales and your current solutions take longer than you reasonably have.<\/p>\n<p>Marketing automation software can achieve many everyday business tasks, including lead gen, email marketing, personalization, <a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-guide\/\">lead scoring<\/a>, social media marketing, lead management, chatbots, automated alerts, and trigger marketing.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> is a premier all-in-one software for salespeople, digital marketers, and customer service reps. Many tools within the software are free and can make a substantial difference in how your business interacts with and sells to B2B clients.<\/p>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Have you tried our<\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"> <i><span style=\"font-weight: 400;\">email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">? Share your experience in the comments below, and let us know how they worked for your campaigns!<\/span><\/i><\/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                    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_6268678992035840' data-id='6268678992035840'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>B2B businesses can benefit as much from automation as any B2C company, and sometimes more so. Automation will streamline and [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":48464,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[61],"tags":[8820,52,8546,4947],"class_list":["post-48100","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-automation","tag-b2b-marketing-automation-strategy","tag-marketing-automation","tag-marketing-automation-best-practices","tag-marketing-automation-strategy"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.3 (Yoast SEO v25.3.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Build the Perfect B2B Marketing Automation Strategy<\/title>\n<meta name=\"description\" content=\"A B2B marketing automation strategy helps businesses use to streamline their marketing efforts in an affordable manner.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Build the Perfect B2B Marketing Automation Strategy\" \/>\n<meta property=\"og:description\" content=\"A B2B marketing automation strategy helps businesses use to streamline their marketing efforts in an affordable manner.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/\" \/>\n<meta property=\"og:site_name\" content=\"EngageBay - All-in-one marketing, sales, and service\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/engagebay\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-11T14:01:06+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-06T15:24:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/b2b-marketing-automation-strategy.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Nicole Malczan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@engagebay\" \/>\n<meta name=\"twitter:site\" content=\"@engagebay\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Nicole Malczan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"12 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/\"},\"author\":{\"name\":\"Nicole Malczan\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/ab4bd7395a29f3686b9782f656820fda\"},\"headline\":\"How to Build the Perfect B2B Marketing Automation Strategy\",\"datePublished\":\"2023-10-11T14:01:06+00:00\",\"dateModified\":\"2026-02-06T15:24:40+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/\"},\"wordCount\":2374,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/b2b-marketing-automation-strategy.png\",\"keywords\":[\"B2B marketing automation strategy\",\"marketing automation\",\"marketing automation best practices\",\"marketing automation strategy\"],\"articleSection\":[\"Marketing Automation\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/\",\"url\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/\",\"name\":\"How to Build the Perfect B2B Marketing Automation Strategy\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/b2b-marketing-automation-strategy.png\",\"datePublished\":\"2023-10-11T14:01:06+00:00\",\"dateModified\":\"2026-02-06T15:24:40+00:00\",\"description\":\"A B2B marketing automation strategy helps businesses use to streamline their marketing efforts in an affordable manner.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#primaryimage\",\"url\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/b2b-marketing-automation-strategy.png\",\"contentUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/b2b-marketing-automation-strategy.png\",\"width\":1000,\"height\":600,\"caption\":\"b2b-marketing-automation-strategy\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.engagebay.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Marketing Automation\",\"item\":\"https:\/\/www.engagebay.com\/blog\/category\/marketing-automation\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"How to Build the Perfect B2B Marketing Automation Strategy\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\",\"url\":\"https:\/\/www.engagebay.com\/blog\/\",\"name\":\"EngageBay - All-in-one marketing, sales, and service\",\"description\":\"EngageBay is a simple, powerful all-in-one marketing, sales and service software for growing businesses\",\"publisher\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.engagebay.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\",\"name\":\"EngageBay\",\"url\":\"https:\/\/www.engagebay.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png\",\"contentUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png\",\"width\":256,\"height\":256,\"caption\":\"EngageBay\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/engagebay\",\"https:\/\/x.com\/engagebay\",\"https:\/\/www.instagram.com\/engagebay\",\"https:\/\/www.linkedin.com\/company\/engagebay\",\"https:\/\/www.youtube.com\/channel\/UCJhHSPeKnXs0O6T4Vl7tDug\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/ab4bd7395a29f3686b9782f656820fda\",\"name\":\"Nicole Malczan\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/42062f1c42bba81ce0a3b1780ef8df685796d91755880a3278abe88bc8862733?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/42062f1c42bba81ce0a3b1780ef8df685796d91755880a3278abe88bc8862733?s=96&d=identicon&r=g\",\"caption\":\"Nicole Malczan\"},\"description\":\"Nicole Malczan is a freelance writer who specializes in writing about marketing and small business. She's passionate about sharing affordable solutions that leverage small businesses with the big fish.\",\"url\":\"https:\/\/www.engagebay.com\/blog\/author\/nicole\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to Build the Perfect B2B Marketing Automation Strategy","description":"A B2B marketing automation strategy helps businesses use to streamline their marketing efforts in an affordable manner.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/","og_locale":"en_US","og_type":"article","og_title":"How to Build the Perfect B2B Marketing Automation Strategy","og_description":"A B2B marketing automation strategy helps businesses use to streamline their marketing efforts in an affordable manner.","og_url":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/","og_site_name":"EngageBay - All-in-one marketing, sales, and service","article_publisher":"https:\/\/www.facebook.com\/engagebay","article_published_time":"2023-10-11T14:01:06+00:00","article_modified_time":"2026-02-06T15:24:40+00:00","og_image":[{"width":1000,"height":600,"url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/b2b-marketing-automation-strategy.png","type":"image\/png"}],"author":"Nicole Malczan","twitter_card":"summary_large_image","twitter_creator":"@engagebay","twitter_site":"@engagebay","twitter_misc":{"Written by":"Nicole Malczan","Est. reading time":"12 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#article","isPartOf":{"@id":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/"},"author":{"name":"Nicole Malczan","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/ab4bd7395a29f3686b9782f656820fda"},"headline":"How to Build the Perfect B2B Marketing Automation Strategy","datePublished":"2023-10-11T14:01:06+00:00","dateModified":"2026-02-06T15:24:40+00:00","mainEntityOfPage":{"@id":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/"},"wordCount":2374,"commentCount":0,"publisher":{"@id":"https:\/\/www.engagebay.com\/blog\/#organization"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#primaryimage"},"thumbnailUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/b2b-marketing-automation-strategy.png","keywords":["B2B marketing automation strategy","marketing automation","marketing automation best practices","marketing automation strategy"],"articleSection":["Marketing Automation"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/","url":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/","name":"How to Build the Perfect B2B Marketing Automation Strategy","isPartOf":{"@id":"https:\/\/www.engagebay.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#primaryimage"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#primaryimage"},"thumbnailUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/b2b-marketing-automation-strategy.png","datePublished":"2023-10-11T14:01:06+00:00","dateModified":"2026-02-06T15:24:40+00:00","description":"A B2B marketing automation strategy helps businesses use to streamline their marketing efforts in an affordable manner.","breadcrumb":{"@id":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#primaryimage","url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/b2b-marketing-automation-strategy.png","contentUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/b2b-marketing-automation-strategy.png","width":1000,"height":600,"caption":"b2b-marketing-automation-strategy"},{"@type":"BreadcrumbList","@id":"https:\/\/www.engagebay.com\/blog\/b2b-marketing-automation-strategy\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.engagebay.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Marketing Automation","item":"https:\/\/www.engagebay.com\/blog\/category\/marketing-automation\/"},{"@type":"ListItem","position":3,"name":"How to Build the Perfect B2B Marketing Automation Strategy"}]},{"@type":"WebSite","@id":"https:\/\/www.engagebay.com\/blog\/#website","url":"https:\/\/www.engagebay.com\/blog\/","name":"EngageBay - All-in-one marketing, sales, and service","description":"EngageBay is a simple, powerful all-in-one marketing, sales and service software for growing businesses","publisher":{"@id":"https:\/\/www.engagebay.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.engagebay.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.engagebay.com\/blog\/#organization","name":"EngageBay","url":"https:\/\/www.engagebay.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png","contentUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png","width":256,"height":256,"caption":"EngageBay"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/engagebay","https:\/\/x.com\/engagebay","https:\/\/www.instagram.com\/engagebay","https:\/\/www.linkedin.com\/company\/engagebay","https:\/\/www.youtube.com\/channel\/UCJhHSPeKnXs0O6T4Vl7tDug"]},{"@type":"Person","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/ab4bd7395a29f3686b9782f656820fda","name":"Nicole Malczan","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/42062f1c42bba81ce0a3b1780ef8df685796d91755880a3278abe88bc8862733?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/42062f1c42bba81ce0a3b1780ef8df685796d91755880a3278abe88bc8862733?s=96&d=identicon&r=g","caption":"Nicole Malczan"},"description":"Nicole Malczan is a freelance writer who specializes in writing about marketing and small business. She's passionate about sharing affordable solutions that leverage small businesses with the big fish.","url":"https:\/\/www.engagebay.com\/blog\/author\/nicole\/"}]}},"_links":{"self":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/48100","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/comments?post=48100"}],"version-history":[{"count":29,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/48100\/revisions"}],"predecessor-version":[{"id":48457,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/48100\/revisions\/48457"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/media\/48464"}],"wp:attachment":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/media?parent=48100"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/categories?post=48100"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/tags?post=48100"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}