The Complete Guide to Marketing Automation
What is marketing automation?
What is an example of marketing automation in action?
Marketing automation is widely utilized across various digital marketing channels. According to Ascend2’s report, the three most common applications are email marketing (63%), social media management (50%), and paid advertising (40%).

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A user visits your website and downloads a brochure or an asset like an ebook related to a specific product or service.
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Their contact details are automatically added to your Customer Relationship Management (CRM) system, where you can track their interactions and engagement with your company.
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The user receives a personalized email thanking them for their download. This message is tailored based on the information you have about them.
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Follow-up emails are then sent automatically, customized according to the user’s previous actions and interactions, with relevant calls-to-action to guide them further.
By automating this process, you can nurture leads effortlessly, keeping them engaged while increasing the likelihood of conversion—all with minimal manual effort.
What are the benefits of marketing automation?
1. Cross-departmental collaboration
The right marketing automation platform and strategy can foster stronger collaboration between your sales and marketing teams.
As the lines between sales and marketing continue to blur—especially in areas like social selling—automation tools provide sales enablement features that help marketing teams optimize lead nurturing. With targeted campaigns, personalized content, and strategic communications, these tools enhance engagement and drive better results.
2. Save time and money
3. Improved budget allocation
When team members can focus on their core responsibilities, productivity increases, and projects are completed more efficiently—without the need for additional staff.
By eliminating the burden of repetitive tasks, automation allows specialists to maximize their expertise. The time and cost savings can then be reinvested into marketing campaigns, driving greater returns.
Efficient budget allocation is more crucial than ever, especially as marketing budgets continue to shrink. According to Gartner’s Annual CMO Spend Survey, average marketing budgets have dropped to 7.7% of company revenue, down from 9.1% in 2023—signaling that CMOs are operating in an era of doing more with less.
4. Monitor and target audiences
A robust marketing automation platform empowers you to monitor and engage your audience with precision.
With AI-driven technology, these tools can track real-time data, analyze engagement, and monitor customer behavior with minimal manual effort. This allows you to deliver highly targeted, personalized communications across multiple channels—at the moments when your audience is most likely to engage.
For instance, during events like Black Friday, when consumers are actively searching for deals, automation can segment your audience based on past behavior and send tailored promotional emails at the perfect time.
The outcome? Stronger customer loyalty and a consistently high ROI.
5. Be consistent with branding
What are the best marketing automation tools & platforms?
Now that we’ve covered the benefits, let’s explore a range of marketing automation platforms.
This collection of tools is designed to enhance insight and streamline processes, ultimately driving more effective promotional results over time.
Marketo
Active Campaign
ActiveCampaign is an intelligent marketing automation platform designed to create seamless customer experiences that engage your audience and fuel business growth.
The platform offers a wide range of automation triggers and actions, conditional routing, and an AI-powered drag-and-drop builder.
It supports email marketing, SMS marketing, social media and ad audience targeting, as well as form creation. ActiveCampaign also includes features for split testing and dynamic content creation, helping you deliver personalized experiences.
Get Response
GetResponse is a versatile marketing automation platform that started as an email marketing tool but has since evolved into a more agile and integrated solution.
With GetResponse, you can design workflows using an intuitive drag-and-drop interface, based on three core elements: conditions, actions, and filters. This setup adapts to the specific needs of your subscribers, making segmentation easy and efficient. You can even apply filters to subscriber lists to enhance your targeting efforts.
The platform is both accessible and scalable, allowing you to maintain consistent systems as your business grows or changes. It also integrates well with eCommerce and includes a landing page builder and video tutorials to guide you.
Customer.io
Customer.io provides a comprehensive solution to customize, target, and test your messaging based on how customers engage with your business.
This platform offers a triggered messaging system that tailors emails according to customer behavior and specific target audiences. It integrates seamlessly with various mobile platforms, delivers real-time data, and ensures a high level of interaction with your audience.
As Anna Flynn, Martech Manager at DMI, shared:
“Customer.io has enabled DMI to create highly personalized, automated customer journeys, delivering the right message at the right time across multiple channels. Its advanced segmentation and workflow features allow us to engage our members more personally and promptly, enhancing customer retention and increasing conversion rates.”
MailChimp
MailChimp is one of the most popular and cost-effective marketing automation platforms, especially favored by small businesses due to its affordability and ease of use.
While email marketing remains its core strength, with finely tuned strategies for managing large email lists, MailChimp is a great choice if you’re on a tight budget and don’t require complex automation processes.
However, MailChimp has evolved to offer a full suite of automation tools that work seamlessly and integrate effortlessly with other platforms, making it a versatile option for a variety of marketing needs.
Hootsuite
Hootsuite is a widely-used and accessible tool for social media marketing, making it one of the most popular automation platforms globally.
While there’s a bit of a learning curve to get the most out of Hootsuite, investing the time to master the platform can yield significant benefits. It allows you to consolidate all your social media accounts, providing detailed audience insights and enabling you to schedule targeted content across platforms.
ContentStudio
ContentStudio is a reliable automation tool for social media management, designed for brands, agencies, and marketers aiming to stay organized while driving consistent audience growth across multiple channels.
With ContentStudio, you can visually plan your social media strategy, schedule content, and automate your communications. Trusted by brands like Decathlon, Unilever, and New York University, this all-in-one platform delivers impactful results.
4 steps towards effective marketing automation
Before launching automated marketing processes, it’s crucial to create a workflow. This helps your team get ready for new procedures and ensures that automation delivers optimal results for your brand.
There are four essential steps to follow:
1. Identify the right tasks
2. Select the appropriate automation software
3. Train your team
4. Monitor and evaluate automation effectiveness
3 marketing automation examples
1. Airbnb
One of the key factors behind Airbnb’s remarkable growth is its commitment to emerging technologies, including marketing automation.
Airbnb leverages marketing automation for several important functions:
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Personalization: By analyzing user data such as search history, preferences, location, and browsing behavior, Airbnb delivers tailored recommendations that resonate with each consumer.
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Targeted Ads: With customer data insights, marketing automation enables Airbnb to run targeted ad campaigns that drive conversions.
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A/B Testing: Marketing automation supports Airbnb in using A/B testing to fine-tune campaigns and optimize the user experience by testing different strategies, site designs, and user flows.
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Content Creation: By analyzing user data and travel trends, Airbnb creates content that aligns with its audience’s interests and search intent.
This strategic use of marketing automation has helped Airbnb build a self-sustaining ecosystem that scales efficiently, allowing the brand to maintain its leadership in the travel industry.
Read: How Airbnb Has Transformed Travel
2. BuzzFeed
3. Netflix
Netflix is often cited as a benchmark for innovation, and a major factor behind its dominance in the streaming market is its focus on creativity, customization, and operational efficiency.
To deliver a more personalized experience, Netflix uses marketing automation to create tailored landing pages for its users, based on their unique preferences and behaviors.
This approach also plays a crucial role in the brand’s industry-leading recommendation system, which influences approximately 80% of user viewing habits on the platform.
Marketing automation and AI
AI is, in many ways, the driving force behind the most powerful marketing automation tools. This technology enables marketers to automate and optimize tasks that would otherwise be time-consuming and costly—just look at some real-world examples of AI in automation to see the impact.
According to Statista, the market for artificial intelligence in marketing is projected to exceed $107 billion by 2028.
Marketing automation is essentially a branch of AI, and as autonomous technologies become more accessible, an increasing number of AI tools have emerged in the digital space.
Platforms like ChatGPT, Google’s LM Notebook, and Claude are continually evolving to assist with brainstorming and content generation. These AI models offer a wide range of applications, from writing computer programs and composing music to answering test questions and simulating chat rooms.
Tips on using marketing automation effectively
1. Know your audience
2. Set the tone (and stick to it!)
Your brand’s narrative voice plays a key role in building relationships with your audience. Depending on your target demographic, you might choose a formal, corporate tone or a more friendly and conversational approach.
Once you establish your brand’s voice, stay consistent—frequent shifts can feel disjointed and alienate your audience.
3. Stay human
4. Mix it up
5. Remain relevant
Trends come and go, but leveraging the right ones at the right time can capture the attention of potential customers. Be strategic—focus only on trends that align with your brand to make a meaningful impact.