{"id":88694,"date":"2025-11-25T16:10:00","date_gmt":"2025-11-25T15:10:00","guid":{"rendered":"https:\/\/www.emailvendorselection.com\/?p=88694"},"modified":"2025-12-04T10:25:51","modified_gmt":"2025-12-04T09:25:51","slug":"marketing-automation-examples","status":"publish","type":"post","link":"https:\/\/www.emailvendorselection.com\/marketing-automation-examples\/","title":{"rendered":"19 Marketing Automation Examples, Explained (2026)"},"content":{"rendered":"\n<p>Curious about marketing automation, but find the whole thing a little intimidating? We get it. Automation can <em>sound <\/em>big and complex. More factory production line than marketing team.<\/p>\n\n\n\n<p>But if that describes your thinking, we\u2019re here to change your mind. Marketing automation has become an indispensable tool for marketers. It\u2019s your ticket to take the strain off all those small, repetitive tasks you face every day. It will help you work smarter, faster and better. It will help you build better relationships with existing customers. And drive more conversions.<\/p>\n\n\n\n<p>In this article, my aim is to demystify marketing automation for you. I\u2019m going to do that by sharing a series of marketing automation workflow examples. I\u2019m going to explain how they work. I\u2019m going to describe how they can help you. And I will show you how you can do it, too.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_Marketing_Automation\"><\/span>What is Marketing Automation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Marketing automation is the use of software to automate marketing tasks.<\/p>\n\n\n\n<p>Marketing is the sum of lots of small tasks. Adding and updating details in the contact database. Sending emails, text messages, and notifications. Posting to social media. Following up leads. They all matter. But they take time. Having to always repeat these small, individual tasks can leave you struggling to keep up.<\/p>\n\n\n\n<p>Marketing automation takes on the smaller, simpler, more repetitive tasks. Freeing you up to focus on marketing strategy and creativity.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What is a Marketing Automation Workflow?<\/h3>\n\n\n\n<p>A marketing automation workflow is a set of instructions for automating tasks. Workflows typically have 3 main parts:<\/p>\n\n\n\n<ul>\n<li>A <strong>trigger<\/strong> for launching the workflow. The simplest type of trigger is a pre-set time to control when the workflow launches. More sophisticated automations use user actions and behaviours. For example, common \u2018welcome email\u2019 workflows trigger when a new contact submits a form.<\/li>\n\n\n\n<li><strong>Conditions<\/strong> to control the automation. You can use conditions to set different \u2018yes\/no\u2019 paths if a condition is and isn\u2019t met. For example, an open condition checks if a contacts opened a previous email or not and splits the workflow. Contacts who opened the email will get different follow-up emails than those who didn\u2019t.<\/li>\n\n\n\n<li><strong>Actions<\/strong>, or the tasks\/activities that get automated. Sending emails, SMS, and notifications, updating contact fields, and adding tags are common examples.<\/li>\n<\/ul>\n\n\n\n<p>The best marketing automation tools have visual automation editors. That means you don\u2019t need to be a programmer to build effective marketing automations.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_Use_Marketing_Automation\"><\/span>Why Use Marketing Automation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Marketing automation simplifies processes and improves efficiency. It frees marketers from repetitive tasks. And creates the space to focus on creating better experiences.<\/p>\n\n\n\n<p>Other benefits include speed, scalability and accuracy. Software never gets tired, it never makes mistakes. Once you set up instructions for a workflow, it never varies. And it can work at speeds and scales way beyond human capabilities. That\u2019s only accelerating as AI gets more and more involved.<\/p>\n\n\n\n<p>Here are some more ways marketing automation can make a difference.<\/p>\n\n\n\n<ul>\n<li><strong>Optimizing performance: <\/strong>Optimization is the most popular reason marketers give for using automation. <a href=\"https:\/\/www.emailvendorselection.com\/marketing-automation-statistics\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">43% say<\/a> they use it to improve performance.<\/li>\n\n\n\n<li><strong>Reducing costs: <\/strong>Doing something more efficiently usually means less waste and better outputs. And that means less cost. Marketing automation has been linked to a 12.2% reduction in marketing spend. 21% of marketers cite this as the reason they want to use marketing automation more.<\/li>\n\n\n\n<li><strong>Increasing conversions and revenues: <\/strong>Improving efficiency and accuracy in marketing leads to higher conversion rates. And that in turn increases the ROI on marketing spend. In email marketing, automated workflows generate 30x more revenue per recipient than campaigns. 31% of email orders come from targeted marketing automation workflows. Even though they account for just 1.8% of emails sent.<\/li>\n\n\n\n<li><strong>Improving targeting and personalization: <\/strong>Speaking of targeting, automation can take over audience segmentation and personalization of content. 30% of marketers use automation to improve personalization.<\/li>\n\n\n\n<li><strong>Getting more from data:<\/strong> Automation makes the process quick, efficient and accurate. This applies to the use of all marketing data. 37% of marketers say automation helps them improve the quality of data they collect. And 30% use it to automate tracking, data collection and entry.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_to_Automate\"><\/span>What to Automate?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Marketing automation can\u2019t help with all tasks. But it can do a lot.<\/p>\n\n\n\n<p>Marketing automation workflows can make a big difference with <strong>lead capture. <\/strong>How do you get a sign-up form in front of potential new leads, anyway? You can build workflows to send push notifications as people browse a web page. Or automate invitations in social posts.<\/p>\n\n\n\n<p>You can also automate many aspects of <strong>lead nurturing<\/strong>. Say a contact browses a certain product page. You can capture that with web tracking. And then use it as a trigger to automate follow-ups. Send more information. Invite to chat with a sales rep. Or maybe just adding a tag to their profile data.<\/p>\n\n\n\n<p>This then leads to <strong>targeting and personalization<\/strong>. Tags and segmentation let you automate how you target different people with different content.<\/p>\n\n\n\n<p>You can also create workflows to automate <strong>re-engagement. <\/strong>Keeping track of contacts who lose touch is time consuming. A simple workflow does it for you. Set a condition for 5 emails left unopened. If that\u2019s met, it triggers a re-engagement automation email.&nbsp;<\/p>\n\n\n\n<p><strong>Abandoned cart workflows <\/strong>are a special kind of re-engagement automation. If someone leaves a cart full of products without paying, you can trigger a message asking if they want to continue.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"11_Marketing_Automation_Workflow_Examples\"><\/span>11 Marketing Automation Workflow Examples<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>So what do different marketing automation workflows look like and how do they work? I\u2019ve picked out 11 workflow examples to talk you through.<\/p>\n\n\n\n<p>All of the following marketing automation workflows are from <a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">ActiveCampaign<\/a>. I chose ActiveCampaign because it has 900+ pre-made automation templates and a fantastic user-friendly visual workflow builder.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Welcome New Email Subscribers<\/h3>\n\n\n\n<p>Welcome series are one of the most common types of marketing automation workflow. They trigger emails whenever a new contact submits a form. Welcoming a new subscriber connects lead capture to lead nurture.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"679\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/Simple-welcome-marketing-workflow-automation.png\" alt=\"Simple welcome marketing workflow automation\" class=\"wp-image-88754\"\/><\/figure>\n\n\n\n<p>Here\u2019s an example of a basic automated series for welcome emails:<\/p>\n\n\n\n<ol>\n<li>The workflow triggers whenever a new contact is added to a list. When they submit a sign-up form, for example.&nbsp;<\/li>\n\n\n\n<li>A welcome email gets sent to the new contact.<\/li>\n\n\n\n<li>The workflow pauses for as long as you specify, a couple of days or hours.<\/li>\n\n\n\n<li>After the pause, it sends out a follow-up \u2018Next Steps\u2019 email.<\/li>\n\n\n\n<li>There\u2019s another delay, longer this time.<\/li>\n\n\n\n<li>Then there\u2019s a third and final \u2018check-in\u2019 email sent.&nbsp;<\/li>\n\n\n\n<li>The final action is adding a tag to say the contact has completed the onboarding\/welcome process. You can use this tag to avoid sending similar emails in future. Or to create a segment for the next workflow along the nurturing journey.<\/li>\n<\/ol>\n\n\n\n<p>This type of email marketing workflow is called a \u2018drip\u2019 campaign. It \u2018drips\u2019 emails over a couple of days. Delaying more direct, sales-focused emails after the initial welcome stops you coming across as too pushy.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"567\" height=\"677\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/welcome-series-marketing-automation-example-for-customer-engagement-tracking.png\" alt=\"welcome series marketing automation example for customer engagement tracking\" class=\"wp-image-88761\"\/><\/figure>\n\n\n\n<p>This workflow is a good example of using conditions to create a more targeted workflow. It\u2019s still a welcome series. But the aim is to track clicks so you know how engaged new contacts are.<\/p>\n\n\n\n<ol>\n<li>The workflow starts with a new contact trigger and welcome email.<\/li>\n\n\n\n<li>The first yes\/no condition is about whether the new lead has clicked a link in the first email. There\u2019s a one-week delay, to give people a chance to click.&nbsp;<\/li>\n\n\n\n<li>If yes, the contact gets tagged as an \u2018early engager\u2019 and receives a follow-up email. This tag might help to segment your most engaged leads later.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"642\" height=\"603\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/welcome-series-workflow-for-customer-engagement-tracking.png\" alt=\"welcome series workflow for customer engagement tracking\" class=\"wp-image-88762\"\/><\/figure>\n\n\n\n<ol start=\"4\">\n<li>If no, the new lead receives a \u2018welcome reminder\u2019 email. There\u2019s another delay to give them a chance to respond.<\/li>\n\n\n\n<li>Then comes a second \u2018yes\/no\u2019 condition, again based on whether the contact clicks a link. If they do, the workflow ends. If not, a note is added to their profile to say they haven\u2019t engaged.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-welcome\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Get started with this welcome automation for free<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"1392\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/welcome-series-automated-emails-example.png\" alt=\"welcome series automated emails example\" class=\"wp-image-88760\"\/><\/figure>\n\n\n\n<p>Here\u2019s an example of a welcome email built in ActiveCampaign. It\u2019s part of a series aimed at increasing engagement from museum visitors. It does a lot more than just say hello. It explains the museum\u2019s mission and what it offers. It also tells new subscribers what they can expect from future emails. And it invites them to \u2018click through\u2019 to learn more.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Surprise Subscribers on Their Birthday with a Gift<\/h3>\n\n\n\n<p>The anniversary email is another classic email marketing automation workflow. It\u2019s a really simple way to keep a connection with existing customers. And it\u2019s easy to automate. Here\u2019s what a simple workflow looks like:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"537\" height=\"678\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/simple-anniversary-email-marketing-automation.png\" alt=\"simple anniversary email marketing automation\" class=\"wp-image-88753\"\/><\/figure>\n\n\n\n<ol>\n<li>The workflow is triggered on a date saved in a contact\u2019s profile. The most common example is their birthday or date of subscription.<\/li>\n\n\n\n<li>The email could just be a simple \u2018Happy Birthday\u2019 or similar best wishes. Or you could offer a gift like a coupon.<\/li>\n\n\n\n<li>A delay gives the contact time to see the email and use the gift.<\/li>\n\n\n\n<li>The yes\/no condition sorts out those who use the gift from those who don\u2019t.<\/li>\n\n\n\n<li>Contacts who use the gift have a tag added to their profile.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p>You need a birthday field in your customer data to make it the trigger date. You can collect birthday dates in your sign-up forms.<\/p>\n\n\n\n<p>Here\u2019s a clever example of how to vary the birthday email idea from a hospitality marketing company. This email sends two weeks <strong>before <\/strong>a contact\u2019s birthday. The idea is to use the coupon to book a special treat in advance.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"735\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/birthday-gift-automated-workflow.png\" alt=\"birthday gift automated workflow\" class=\"wp-image-88744\"\/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-anniversary\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Try this anniversary automation for free<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Recover Abandoned Carts<\/h3>\n\n\n\n<p>Cart abandonment workflows are very common and effective ecommerce automations. Over half of automation workflows in ecommerce are for cart abandonment. Many visitors add products to a shopping cart and then for whatever reason don\u2019t buy. Each one is a potential sale lost. And abandoned cart emails can recover some of these sales.<\/p>\n\n\n\n<p>Here\u2019s how a typical abandoned cart recovery workflow works:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"627\" height=\"680\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/abandoned-cart-marketing-workflow-automation-.png\" alt=\"abandoned cart marketing workflow automation\u00a0\" class=\"wp-image-88740\"\/><\/figure>\n\n\n\n<ol>\n<li>The trigger is a contact abandoning a cart. \u2018Deep Data Integration\u2019 means connected ecommerce software.<\/li>\n\n\n\n<li>The condition checks when the customer\u2019s last order was. There\u2019s a 24 hour delay before the check. This is to make sure the purchase wasn\u2019t completed before the abandoned cart email is sent.<\/li>\n\n\n\n<li>If the last purchase came in the last 24 hours, the automation ends. No email is sent.<\/li>\n\n\n\n<li>If the contact didn\u2019t buy anything in the last 24 hours, a cart abandonment email is sent.<\/li>\n<\/ol>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-abandoned-cart\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Start recovering abandoned carts with this automation for free<\/a><\/p>\n\n\n\n<p>Here\u2019s an example of an abandoned cart email:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"721\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/abandoned-cart-customer-engagement.png\" alt=\"abandoned cart customer engagement\" class=\"wp-image-88739\"\/><\/figure>\n\n\n\n<p>Notice how this doesn\u2019t get too pushy or \u2018sales-y\u2019. The tone is conversational and light. The subject line is catchy and playful. \u2018Don\u2019t miss out!\u2019 is a great phrase to use in an abandoned cart email. It tugs on that natural FOMO a lot of us have.&nbsp;<\/p>\n\n\n\n<p>In the body text itself, there\u2019s a plug for a sale. It\u2019s always good to offer someone a way to save money if they have just backed out of buying. They\u2019ll feel like they\u2019re getting a great deal.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Follow-up New Customers for Onboarding<\/h3>\n\n\n\n<p>This is an example of a drip campaign to send to a first-time customer. It\u2019s like a Welcome campaign. But the trigger is someone making a purchase, rather than signing up for your newsletter. The idea is to build a relationship so a one-time buyer becomes a regular customer.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"441\" height=\"671\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/after-purchase-follow-up-automated-email-workflow.png\" alt=\"after purchase follow up automated email workflow\" class=\"wp-image-88741\"\/><\/figure>\n\n\n\n<ol>\n<li>The trigger is a contact making a purchase. This workflow also needs integration with an ecommerce platform.<\/li>\n\n\n\n<li>The first follow-up email is a simple \u2018thank you\u2019 for the purchase.<\/li>\n\n\n\n<li>Again, there\u2019s a 2-day delay between emails.<\/li>\n\n\n\n<li>The idea of the rest of the workflow is to \u2018onboard\u2019 the customer. This means familiarizing them with your brand. Answering any questions they have. Making recommendations for other purchases. This is done with a series of useful, informative emails. Starting with this \u201cHow to Get Started\u201d email.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"460\" height=\"666\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/after-purchase-follow-up-marketing-automation-workflow.png\" alt=\"after purchase follow up marketing automation workflow\" class=\"wp-image-88742\"\/><\/figure>\n\n\n\n<ol start=\"5\">\n<li>After another delay, the next email points the customer to help and support resources.<\/li>\n\n\n\n<li>The final \u2018onboarding\u2019 email is further tips and tricks.<\/li>\n<\/ol>\n\n\n\n<p>You don\u2019t have to stick with the suggested content of these emails. You can use different content. Or shorten or lengthen the sequence. It\u2019s a flexible template you can use for any post-purchase workflow.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-purchase-followup\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Follow up new customers with this workflow for free<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Up- and Cross-Sell with Workflows<\/h3>\n\n\n\n<p>Up- and cross-selling aims to get customers to spend more on extra or higher value items. Here\u2019s an example of how it can work as an email marketing workflow.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"554\" height=\"669\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/store-post-purchase-cross-sell-automated-email-workflow.png\" alt=\"store post-purchase cross-sell automated email workflow\" class=\"wp-image-88755\"\/><\/figure>\n\n\n\n<ol>\n<li>The trigger is a contact making a purchase.<\/li>\n\n\n\n<li>The first email is delayed so you don\u2019t seem too pushy. A lot of cross-selling happens at the point of purchase. But email follow-ups work better if you give customers a little space. So it becomes a \u2018delayed\u2019 cross-sell.<\/li>\n\n\n\n<li>A cross-sell email is a product recommendation. You say something like, thanks for buying product X the other day. We wondered if you might like product Y to go with it. With a \u2018buy now\u2019 link in the email.<\/li>\n\n\n\n<li>A delay of one week gives the customer a chance to respond to the cross-sell email.<\/li>\n\n\n\n<li>Then there\u2019s a condition. Has the customer made another purchase in the last 7 days? This is to create a second opportunity for the cross-sell.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"561\" height=\"650\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/store-post-purchase-cross-sell-marketing-automation-workflow.png\" alt=\"store post-purchase cross-sell marketing automation workflow\" class=\"wp-image-88756\"\/><\/figure>\n\n\n\n<ol start=\"6\">\n<li>If the condition is met, the contact gets tagged. This records that the customer bought a product offered in the cross-sell email. You can use this data to send future offers.<\/li>\n\n\n\n<li>If the condition isn\u2019t met, a second cross-sell email is sent.<\/li>\n\n\n\n<li>After another delay, the condition is repeated. Has the contact made a purchase since the follow-up email was sent?<\/li>\n\n\n\n<li>If yes, they are tagged to say they took the offer. And the automation ends.<\/li>\n\n\n\n<li>If no, the workflow ends with no further action.<\/li>\n<\/ol>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-cross-sell\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Increase revenue with this cross-sell automation for free<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Automated Lead Scoring<\/h3>\n\n\n\n<p>Lead scoring helps B2B marketers sort the best prospects from the least engaged. This keeps your focus on the leads most likely to convert into customers. Or, target highly engaged, active contacts and less engaged leads in different ways.<\/p>\n\n\n\n<p>This is a very simple workflow for automating lead scoring.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"564\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/lead-scoring-marketing-automation-workflow.png\" alt=\"lead scoring marketing automation workflow\" class=\"wp-image-88746\"\/><\/figure>\n\n\n\n<ol>\n<li>The workflow triggers when a contact visits a specified page.<\/li>\n\n\n\n<li>The action is adding points to their lead score.<\/li>\n\n\n\n<li>And that\u2019s all there is to it. Points added, the workflow ends.<\/li>\n<\/ol>\n\n\n\n<p>As I said, it\u2019s basic! But the main point here is that <strong>anything<\/strong> can trigger points being added. Browsing a product or pricing page. Clicking a link in an email or responding to it. Submitting a query. Signing up for a newsletter or loyalty program. Whatever means \u2018engaged\u2019 to your business, you can turn that into points. Adding up those points then tells you who is interacting with your brand the most.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-lead-scoring\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Automate lead scoring with this workflow for free<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Follow-up Contacts Who Download Your Lead Magnet<\/h3>\n\n\n\n<p>A lead magnet is an incentive to get people to subscribe to your email list. It\u2019s usually a special offer, discount, or a digital download, like an ebook. This workflow automates sending the lead magnet by email. It then also creates a deal to add to a sales pipeline.&nbsp;<\/p>\n\n\n\n<p>The idea is to get from lead capture to conversion as quickly as possible. The lead magnet acts as \u2018bait\u2019. And the new lead goes straight into a pipeline for your sales team to target.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"504\" height=\"719\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/lead-magnet-and-deal-creation-workflow-automation.png\" alt=\"lead magnet and deal creation workflow automation\" class=\"wp-image-88745\"\/><\/figure>\n\n\n\n<ol>\n<li>The trigger is a lead submitting a form.<\/li>\n\n\n\n<li>The automated email contains what ActiveCampaign calls \u2018gated content\u2019. This just means content that is only available if you fill in the form.<\/li>\n\n\n\n<li>At the same time the email is sent, a deal is created.&nbsp;<\/li>\n\n\n\n<li>There\u2019s a short delay after the deal is created. This is optional. But it\u2019s to create a gap between the lead magnet email and any follow-up sales emails.<\/li>\n\n\n\n<li>A member of the sales team gets notified that a new deal has been created. This \u2018deal owner\u2019 is responsible for progressing the deal through the pipeline.<\/li>\n\n\n\n<li>The final action is creating a follow-up task for the deal owner. In this example it is to email the contact. But it could be making a call. Or booking an appointment to speak to them.<\/li>\n<\/ol>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-lead-magnet-delivery\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Automate lead magnet delivery with this template for free<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Gather Feedback with Automation<\/h3>\n\n\n\n<p>Another useful post-purchase task is asking for feedback from the customer. This is good for showing you care and to build a relationship. But it also gathers data on what customers think of your products.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"499\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/marketing-automation-workflow-for-gathering-feedback-after-a-purchase.png\" alt=\"marketing automation workflow for gathering feedback after a purchase\" class=\"wp-image-88748\"\/><\/figure>\n\n\n\n<ol>\n<li>The trigger is a completed purchase. Again, this workflow needs an ecommerce platform integration.<\/li>\n\n\n\n<li>The delay is to give the customer time to try out the purchase. The suggested default is 7 days.<\/li>\n\n\n\n<li>After the delay period is up, an email is sent asking for feedback on the purchase.<\/li>\n<\/ol>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-feedback\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Start gathering feedback with this recipe for free<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Reengage Sleeping Subscribers<\/h3>\n\n\n\n<p>Sometimes contacts stop opening your emails. Reengaging \u2018sleeping\u2019 leads is more cost effective than finding new ones. But it\u2019s still time-consuming. A reengagement workflow helps speed things up. Here\u2019s an example of a simple reengagement email workflow.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"601\" height=\"717\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/reengagement-automated-email-workflow.png\" alt=\"reengagement automated email workflow\" class=\"wp-image-88752\"\/><\/figure>\n\n\n\n<ol>\n<li>The automation starts when a contact gets the Disengaged tag. You can add this tag automatically to contacts who didn\u2019t open your past 5-10 emails. Or whose lead score is below 20 out of 100.&nbsp;<\/li>\n\n\n\n<li>A reengagement email asks if a contact still wants to receive your communications. And maybe offers an incentive like a discount.<\/li>\n\n\n\n<li>The delay is to give the contact time to respond.<\/li>\n\n\n\n<li>The condition sorts contacts who have clicked a link or opened an email in the past 7 days.<\/li>\n\n\n\n<li>If yes, the contact is considered reengaged. The automation ends and they keep receiving emails.<\/li>\n\n\n\n<li>If no, they are removed from your list. They no longer receive your emails.<\/li>\n<\/ol>\n\n\n\n<p>Removing disengaged contacts reduces bounce rates and protects your sender reputation. Check out <a href=\"https:\/\/www.emailvendorselection.com\/email-verification-tools\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">our review of the best email verification tools<\/a> for specialised list cleaning tools.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-reengagement\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Reengage sleeping contacts with this automation for free<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Build Buzz with Webinar\/Event Automation<\/h3>\n\n\n\n<p>The following workflow is a good example of email automation for event organizers. It\u2019s split into two halves. First, the workflow sends out pre-event reminders to build engagement. Then it sends follow-ups after the event. For a webinar, this is great for sending out a recording of the session, for example.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"408\" height=\"686\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/pre-webinar-reminder-drip-automated-workflow.png\" alt=\"pre-webinar reminder drip automated workflow.\" class=\"wp-image-88751\"\/><\/figure>\n\n\n\n<ol>\n<li>The trigger is a contact signing up for the event on a form.<\/li>\n\n\n\n<li>This sends a registration confirmation email.<\/li>\n\n\n\n<li>The next step is a Goal. Goals are a type of condition. Instead of a simple yes\/no, you can set different rules or targets to meet. It\u2019s just a delay here to hold the next action until 7 days <em>before <\/em>the webinar. You can\u2019t do this with a standard delay. It always counts on from <em>after <\/em>the last action. With a goal, you can create a date field (i.e. the date of your event). And use this as a condition.<\/li>\n\n\n\n<li>The first reminder email sends 7 days before the webinar\/event.<\/li>\n\n\n\n<li>The second date goal is set for the day of the event.<\/li>\n\n\n\n<li>This sends a reminder email on the day of the event.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"388\" height=\"662\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/post-webinar-follow-up-automated-email-workflow.png\" alt=\"post-webinar follow-up automated email workflow\" class=\"wp-image-88750\"\/><\/figure>\n\n\n\n<ol start=\"7\">\n<li>Now the webinar is over, you can move back to standard delay steps. This one has the event\u2019s closing time.<\/li>\n\n\n\n<li>This sends a \u2018thank you for attending\u2019 email.<\/li>\n\n\n\n<li>The next delay sets a slightly later time. Or you could use a \u2018wait one hour\u2019 instruction.<\/li>\n\n\n\n<li>The next email sends a recording of the webinar. For a non-digital event, you could swap this for a feedback request. Or ask if there are any follow-up questions.<\/li>\n\n\n\n<li>The final step is delayed by a couple of days.<\/li>\n\n\n\n<li>The idea of this last email is to do some follow-up marketing. The suggestion is to promote future events. But it could be to promote products and services. Offer an attendees\u2019 special discount. Invite people to sign up for future updates. Anything you like.<\/li>\n<\/ol>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-webinar\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Try this webinar automation for free<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Increase Customer Loyalty with Automation<\/h3>\n\n\n\n<p>Loyalty programs are notoriously admin-heavy. But marketing automation makes them easy to run online. We\u2019ve already talked about using lead scoring to segment \u2018hot\u2019 and \u2018cold\u2019 leads. You can just as easily build workflows to log loyalty points. And use conditions and segmentation to trigger rewards.<\/p>\n\n\n\n<p>This workflow is for running a \u2018tiered\u2019 loyalty program. Members get organised into 3 levels by number of points earned. Bronze, silver and gold. These levels can be used in other workflows to segment different rewards or benefits.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"483\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/tiered-loyalty-program-marketing-automation-workflow.png\" alt=\"tiered loyalty program marketing automation workflow\" class=\"wp-image-88759\"\/><\/figure>\n\n\n\n<ol>\n<li>This workflow is triggered whenever a contact score changes. A contact score is the same as a lead score. It\u2019s just a numerical field in their contact data.<\/li>\n\n\n\n<li>The workflow operates via a series of yes\/no conditions. Each condition checks the contact score total. The first condition asks if the total is in the range 0 to 20.<\/li>\n\n\n\n<li>If yes, the customer is put in the bronze tier.<\/li>\n\n\n\n<li>If no, the next condition applies. Is the total in the range 21 to 60?<\/li>\n\n\n\n<li>If yes, the customer goes in the silver tier.<\/li>\n\n\n\n<li>If no, the workflow moves on to the final condition. Is the total 61 or higher? If yes, the customer goes in the gold tier.<\/li>\n<\/ol>\n\n\n\n<p>You can build workflows for each tier to send updates and offers based on their level in your loyalty program.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign-recipe-loyalty-program\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link buttonCTA\">Get started with this loyalty program automation for free<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"8_Real_Marketing_Automation_Examples\"><\/span>8 Real Marketing Automation Examples<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The workflow examples shown in the previous section are customizable templates. Now let&#8217;s look at some real-life marketing automation examples from companies.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Go! Running Tours Gets 40% of Bookings from Repeat Customers Using Welcome Automations<\/h3>\n\n\n\n<p>Running tours company Go! Running is clearly doing something right with its customer engagement. It uses the <a href=\"https:\/\/www.emailvendorselection.com\/activecampaign-crm\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">ActiveCampaign CRM<\/a> to run a sophisticated deal management process. It sources leads through strong B2B partnerships. And then works hard to understand every customer through detailed data gathering. This data is then used to make every journey personalized and inspiring.<\/p>\n\n\n\n<p>Much of this is automated. It all starts with a welcome workflow. Go! Running\u2019s welcome series does a lot more than simply saying thanks for signing up. It\u2019s a drip campaign focused on familiarizing new customers with the brand\u2019s services. Different emails promote various tours and holidays over several days. And the series ends with a customer feedback email.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"550\" height=\"493\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/deal-management-workflow-from-Running.png\" alt=\"deal management workflow from Running\" class=\"wp-image-88794\"\/><\/figure>\n\n\n\n<p>One thing that is noticeable in the workflow is the number of tags. Go! Running clearly takes segmentation seriously. Its workflows collect lots of customer data. This helps it target products and services based on preferences, location, and behaviour. And that will help with the level of repeat business it enjoys.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Your Therapy Source Gets 30% of its Revenue From Abandoned Cart Automation<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"604\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/Your-Therapy-Source-Abandoned-Cart-automated-email-workflow.png\" alt=\"Your Therapy Source Abandoned Cart automated email workflow\" class=\"wp-image-88763\"\/><\/figure>\n\n\n\n<p>Simple automations can have a big impact on business performance. Therapist Margaret Rice was running email marketing completely separate from her website. She had no way of measuring the impact emails were having on sales. So she decided to <a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaigntrial\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">sign up for ActiveCampaign<\/a> to connect to her WooCommerce site.&nbsp;<\/p>\n\n\n\n<p>The impact has been stunning. Margaret enjoys a 2000% return on what she spends on ActiveCampaign. And 50% of her revenue comes from email marketing. Most of that comes from abandoned cart automation.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Made for Freedom Uses Marketing Automation to Fight Human Trafficking<\/h3>\n\n\n\n<p>Made for Freedom is a fashion retailer with a mission. It sources unique products from around the world. And donates 20% of profits to organizations that support victims of trafficking. It also works to recruit volunteers for these charities.<\/p>\n\n\n\n<p>The company uses ActiveCampaign for email marketing and marketing automation. This includes standard brand and product promotions, newsletters, and special offers. It also uses automations to handle volunteer recruitment.<\/p>\n\n\n\n<p>Here\u2019s a workflow for onboarding new volunteers:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"580\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/Made-for-Freedom-volunteer-onboarding-email-automation.png\" alt=\"Made for Freedom volunteer onboarding email automation\" class=\"wp-image-88747\"\/><\/figure>\n\n\n\n<p>Prospective volunteers sign up via a form. This triggers an email with available opportunities. An interesting twist is the condition for whether they reply or not. If yes, it creates a deal. This moves the process from a marketing workflow into a pipeline. And means each volunteer query can be handled personally.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Marketing Automation Does the Work of Two Full-Time Employees for Palmetto Fortis&nbsp;<\/h3>\n\n\n\n<p>Education service provider Palmetto Fortis outgrew its previous marketing platform. It needed software that could meet all its marketing needs and was still easy to use. The clincher was ActiveCampaign\u2019s marketing automation tools.<\/p>\n\n\n\n<p>Marketing in the education sector works best when it is a slow burn and carefully targeted. Palmetto Fortis had built a database of 23,000 contacts. Detailed segmentation and long-term drip campaigns were far too much to handle manually.<\/p>\n\n\n\n<p>Marketing director Meagan Ingersoll believes automation saves the work of two full-time employees. This includes careful tracking and tagging of contact behaviour. This then feeds into personalized content and campaigns. The company also uses marketing automation workflows for detailed lead scoring. With ActiveCampaign\u2019s Salesforce integration, the sales team gets this data automatically.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"616\" height=\"640\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/Palmetto-Fortis-lead-scoring-marketing-automation-workflow.png\" alt=\"Palmetto Fortis lead scoring marketing automation workflow\" class=\"wp-image-88749\"\/><\/figure>\n\n\n\n<p>The results include a 52% increase in open rates and a doubling of click rates. This has also translated into a 20% increase in sales.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">TAGGUN Boosts Free Trial Conversions by 28.9% Using Abandoned Cart Workflow<\/h3>\n\n\n\n<p>TAGGUN sells AI software that scans receipts and invoices for instant data capture. The company turned to ActiveCampaign when it wanted to grow its business. It uses marketing automation workflows to build automated pipelines at key points of the customer journey.&nbsp;<\/p>\n\n\n\n<p>One of these pipelines covers customers signing up for a free trial. TAGGUN noticed that a lot of prospects were filling in the sign-up form. But then not submitting it. So they added an abandoned cart workflow to the pipeline. This saw free trial sign-ups increase by 28.9%.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"363\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/TAGGUN-marketing-automation-workflow-to-move-customers-between-subscriptions.png\" alt=\"TAGGUN marketing automation workflow to move customers between subscriptions.\" class=\"wp-image-88758\"\/><\/figure>\n\n\n\n<p>The company also uses workflows to move customers between subscription levels. The above workflow manages how leads move from the free trial to the pay-as-you-go tier. It uses conditions and goals to sort prospects between different deal stages.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Oh Crap! Grows Unit Sales by 9100% Using Targeted Sales Automation<\/h3>\n\n\n\n<p>Australian compostable dog poop bag vendor Oh Crap! had already enjoyed success using ActiveCampaign. It had achieved 73% open rates for email marketing campaigns. And unsubscribe rates of under 1%.<\/p>\n\n\n\n<p>The company wanted to turn more one-time customers into repeat buyers. So it used ActiveCampaign\u2019s Shopify integration to sync data from its web store. And used this to build targeted sales-focused automations. Find out where we rank ActiveCampaign among <a aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.emailvendorselection.com\/best-email-marketing-shopify-apps\/\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"ek-link\">the best email marketing tools for Shopify<\/a>.<\/p>\n\n\n\n<p>One example is a clever replenishment flow that predicts repurchase opportunities. Oh Crap! boxes come in sizes of 45, 180 or 375 bags. It uses the simple formula of a bag used a day to predict when a box runs out. That number of days passing after a purchase triggers the replenishment workflow.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"507\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/workflow-including-purchase-reminder-email.png\" alt=\"workflow including purchase reminder email\" class=\"wp-image-88795\"\/><\/figure>\n\n\n\n<p>The workflow includes a purchase reminder email. And adds customers to a custom Facebook audience.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Biletto Achieved a 32% Cost Saving with Advanced Automation and CRM Integrations<\/h3>\n\n\n\n<p>Biletto is an online ticketing and event management platform. It operates in 14 markets across Europe and caters for a large variety of B2B clients. Customer journeys are highly varied. It found using separate marketing and CRM tools inefficient and complicated to manage. With ActiveCampaign, it found a platform that was intuitive to use. But allowed it to automate complex processes all in one place.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"644\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/Biletto-customer-retention-advanced-automation-workflow.png\" alt=\"Biletto customer retention advanced automation workflow\" class=\"wp-image-88743\"\/><\/figure>\n\n\n\n<p>This is an example of one of Biletto\u2019s account management workflows. It looks very complicated. But it\u2019s basically a reengagement workflow like the basic template discussed above. It just has more conditions to segment more customer groups. And it adds more actions to each branch. It\u2019s a great example of how you can use simple building blocks to create advanced workflows.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Swim University Increased Revenues by 66% with Email Marketing Automation<\/h3>\n\n\n\n<p>Swim University is a pool care business built around a popular blog and YouTube channel. It monetizes pool care advice with online courses. Founder and owner Matt Giovanisci has long used email marketing. But he struggled with the burden of choosing what to send out, when.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"554\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/Swim-University-predictive-sending-newsletter-automation.png\" alt=\"Swim University predictive sending newsletter automation\" class=\"wp-image-88757\"\/><\/figure>\n\n\n\n<p>Matt wanted a way to make drip campaigns offering pool cleaning advice seasonal. Typical pool cleaning problems change at different times of the year. But he also wanted his emails to match different seasons in different countries.<\/p>\n\n\n\n<p>Automation workflows like above are set up to optimize send times in several ways. First, they are customized to different regions and time zones. So relevant campaigns get sent at the right time. Contacts are tagged when they open emails and click links. So the company can easily segment according to how engaged contacts are. And finally, predictive sending analyzes open rates by date and time. And sends emails out when they are likely to get the highest open rates.<\/p>\n\n\n\n<p>The increased relevance has helped Swim University add 14,000 new subscribers. And with targeted sales funnels on top, it has seen revenues grow by 66%.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_Best_Marketing_Automation_Tools\"><\/span>The Best Marketing Automation Tools<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>To win with marketing automation, you need the right tools. The best marketing automation software is flexible enough to automate many different tasks. It\u2019s sophisticated enough to let you join tasks together in long workflows. And it\u2019s still user-friendly enough for anyone to get started. Visual workflow editors are key here. Here are some of our top picks for <a href=\"https:\/\/www.emailvendorselection.com\/marketing-automation-tools\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">marketing automation platforms<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">ActiveCampaign<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"323\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/ActiveCampaign-marketing-automation.png\" alt=\"ActiveCampaign marketing automation\" class=\"wp-image-88793\"\/><\/figure>\n\n\n\n<p>It\u2019s hard to look past <a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">ActiveCampaign<\/a> when it comes to marketing automation. It\u2019s a great all-in-one sales and marketing platform for growing businesses full-stop. It covers email marketing, sales CRM, transactional emails and more.<\/p>\n\n\n\n<p>I\u2019ve already explained ActiveCampaign\u2019s main strengths as a marketing automation tool. It comes with more than 900 workflow templates. It\u2019s got a great visual workflow builder. You can choose from dozens of triggers, actions and conditions. There are no limits to how big and complex you can build your workflows. And you can join up all different processes. For example, ActiveCampaign is great for connecting marketing campaigns to sales pipelines. Across the entire customer lifecycle, you can automate pretty much anything you like. Read <a href=\"https:\/\/www.emailvendorselection.com\/activecampaign-review\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">our full ActiveCampaign review<\/a> for more details about ActiveCampaign automation.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaignprice\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">Email marketing with basic automation starts at $15<\/a> a month. To unlock the full marketing automation package, the Pro plan costs $79 a month. <a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaigntrial\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">Get started here with a 14-day free trial<\/a>. Or check out <a href=\"https:\/\/www.emailvendorselection.com\/activecampaign-pricing\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">this ActiveCampaign pricing guide<\/a> for all the details.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">HubSpot<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"476\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/Hubspot-visual-workflow-builder.png\" alt=\"Hubspot visual workflow builder\" class=\"wp-image-88799\"\/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/hubspot\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">HubSpot<\/a> is one of the biggest and most popular CRM platforms around. It has 6 different Hubs including Marketing and Sales Hubs. You can build custom packages that mix and match features to suit your needs.&nbsp;<\/p>\n\n\n\n<p>Automation is everywhere in HubSpot. The Marketing Hub includes a visual workflow builder. You can automate emails, ad targeting, contact tagging and more. For larger businesses, the Operations Hub is for process integration and advanced automation. This includes tools to code your own automations. Find out more about features, pros, and cons in <a href=\"https:\/\/www.emailvendorselection.com\/hubspot-review\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">our full HubSpot review<\/a>.<\/p>\n\n\n\n<p>HubSpot has products for every size of business. The <a href=\"https:\/\/www.emailvendorselection.com\/go\/hubspotprice\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">Marketing Hub and Customer Platform for SMEs start at $20<\/a> per user a month. Its professional and enterprise tiers cost thousands of dollars. It also has an <a href=\"https:\/\/www.emailvendorselection.com\/go\/hubspottrial\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">excellent free CRM<\/a>, although the automation tools are limited. Check out <a href=\"https:\/\/www.emailvendorselection.com\/hubspot-pricing\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">our full HubSpot pricing guide<\/a> to find out more about costs and onboarding fees.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">GetResponse<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"403\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/GetResponse-marketing-automation.png\" alt=\"GetResponse marketing automation\" class=\"wp-image-88798\"\/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/getresponse\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">GetResponse<\/a> is an email marketing platform. The automation tools start with simple autoresponders on the email marketing tier. These are basic timed sequences with simple triggers. The marketing automation tier unlocks more complex event-based workflows. There are templates for common workflow types and a user-friendly visual editor. You can track contact behaviour for segmentation and set up lead scoring. Ecommerce automation features include AI product recommendations and transactional emails. Read <a href=\"https:\/\/www.emailvendorselection.com\/getresponse-review\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">our full GetResponse review<\/a> for more info about features, pros, and cons.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/getresponseprice\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">GetResponse\u2019s email marketing plan starts at $13.30<\/a> a month for 1,000 contacts. Marketing automation starts at $41.30 a month. And ecommerce $83.30. There\u2019s <a href=\"https:\/\/www.emailvendorselection.com\/go\/getresponsetrial\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">a free tier<\/a> with basic email tools but no automation. Find all the pricing details in <a href=\"https:\/\/www.emailvendorselection.com\/getresponse-pricing\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">our GetResponse pricing guide<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">MailerLite<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"462\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/MailerLite-visual-workflow-builder.png\" alt=\"MailerLite visual workflow builder\" class=\"wp-image-88796\"\/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/mailerlite\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">MailerLite<\/a> is one of the best value email marketing services around. Its marketing automation features are excellent for its price point. It also has an amazing drag-and-drop email editor with templates, and you can build websites and run blogs. There are also payment tools for selling digital products and paid subscriptions.<\/p>\n\n\n\n<p>MailerLite trades on being super easy to use. Its automation tools are no different. The visual workflow builder is one of the most user-friendly you will find. But a lot of \u2018easy\u2019 automation builders are also basic. MailerLite is different. You can set up web tracking for event-based triggers. And use conditional logic to create several automated pathways. Check <a href=\"https:\/\/www.emailvendorselection.com\/mailerlite-review\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">out our full MailerLite review<\/a> for more details about automation.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/mailerliteprice\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">MailerLite pricing starts at just $9<\/a> a month. That includes the automation builder and all its core features. In fact, automations are included in <a href=\"https:\/\/www.emailvendorselection.com\/go\/mailerlitetrial\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">MailerLite\u2019s incredibly generous free plan<\/a>. See all the pricing details in <a href=\"https:\/\/www.emailvendorselection.com\/mailerlite-pricing\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">our MailerLite pricing guide<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Brevo<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"406\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/Brevo-advanced-automation.png\" alt=\"Brevo advanced automation\" class=\"wp-image-88797\"\/><\/figure>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/brevo\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">Brevo<\/a> is another very affordable marketing platform with some pretty advanced automation tools. Its multichannel marketing platform covers email, SMS, WhatsApp and web and push notifications. It also features a sales CRM, a sending API for transactional emails, and a chatbot builder.<\/p>\n\n\n\n<p>Brevo offers both marketing and sales automation. It comes with an excellent user friendly drag and drop workflow builder. You can mix and match communication channels in the same workflow. And trigger automations via integrations to other platforms. The sales automation tools are more basic. But still useful for moving deals through pipelines and creating tasks. Learn more about the automation features in <a href=\"https:\/\/www.emailvendorselection.com\/brevo-review\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">our full Brevo review<\/a>.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.emailvendorselection.com\/go\/brevoprice\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">The starting price for Brevo\u2019s marketing platform is $9<\/a> per user per month. But you need the Business tier to unlock marketing automation, starting at $18 a month. There is <a href=\"https:\/\/www.emailvendorselection.com\/go\/brevotrial\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">a free plan<\/a> but it doesn\u2019t include automation tools. Check out <a href=\"https:\/\/www.emailvendorselection.com\/brevo-pricing\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener\" class=\"ek-link\">our full Brevo pricing guide<\/a> to find out what\u2019s included in each plan.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_get_the_most_out_of_marketing_automation_quickly\"><\/span>How to get the most out of marketing automation quickly<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Marketing automation can and should be a part of your marketing strategy. Even if you are new to it, you can benefit from marketing automation quickly. As I\u2019ve shown, there are plenty of marketing automation examples you can easily try.<\/p>\n\n\n\n<p>It all starts with choosing the right marketing automation software. We recommend <a href=\"https:\/\/www.emailvendorselection.com\/go\/activecampaign\/\" target=\"_blank\" aria-label=\" (opens in a new tab)\" rel=\"noreferrer noopener nofollow\" class=\"ek-link\">ActiveCampaign<\/a>. But there are other good affordable options. You should choose a platform with plenty of pre-made workflows. Start with simple, common examples. Welcome series, anniversary automations, and abandoned carts. These are all quick wins for building engagement and increasing conversions.&nbsp;<\/p>\n\n\n\n<p>As you grow in confidence, create automations to collect customer data. Tags and other data can be used in future campaigns. Or to segment workflows with conditions. Build up to more advanced techniques like lead scoring and goals. Before long, you will be automating large chunks of your interactions with leads and customers. You\u2019ll save time, increase efficiency, and improve revenue.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"FAQs_about_Marketing_Automation_Examples\"><\/span>FAQs about Marketing Automation Examples<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n","protected":false},"excerpt":{"rendered":"<p>Curious about marketing automation, but find the whole thing a bit intimidating? Check out this guide with popular marketing automation examples and the best tools to automate campaigns.<\/p>\n","protected":false},"author":168,"featured_media":88810,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[4,2],"tags":[],"dealstore":[],"coauthors":[820],"acf":[],"_links":{"self":[{"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/posts\/88694"}],"collection":[{"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/users\/168"}],"replies":[{"embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/comments?post=88694"}],"version-history":[{"count":14,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/posts\/88694\/revisions"}],"predecessor-version":[{"id":94161,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/posts\/88694\/revisions\/94161"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/media\/88810"}],"wp:attachment":[{"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/media?parent=88694"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/categories?post=88694"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/tags?post=88694"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/dealstore?post=88694"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/coauthors?post=88694"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}