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Automated marketing: a modern guide

كتابة:
Mohamed
Ghada
نُشرت في
September 24, 2025

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The Modern Marketer's Guide to Auto Marketing

Did you know that the purchase rate for multi-channel marketing campaigns is up to 287% higher than single-channel campaigns? You read it right: almost 300% higher.

But reaching buyers on the right channel, with the right message, at the right time becomes even more difficult. There are countless channels to choose from — from SMS to YouTube to Messenger and more — and you need the ability to manage conversations on all of those channels simultaneously.

According to research from intent-based marketing firm Aberdeen, 51% of businesses use a minimum of eight separate channels to communicate with customers. Although navigating multiple platforms is a complex task, it is key to success.

So how can you overcome the challenge of managing multiple channels?

Welcome to the world of automated marketing. Automation tools can help you with everything — from automated email marketing to content marketing and chat communication — which you can easily leverage to improve the effectiveness of your campaigns.

Use Modern Marketers' Guide to Automated Marketing to Take Your Marketing Effort to the Next Level.

What is auto-marketing?
Automated marketing allows you to manage marketing operations and campaigns across multiple channels without manually executing each call.

With automated marketing, you can send automated messages to customers through email marketing, social media, SMS, and messenger marketing. You'll use the automated platform to send messages based on a set of instructions you create called scenarios (or “streams” as they are called in Solutions).

Streams can be original templates found in your marketing programs, or you can design them from scratch. You can even create a campaign middle flow to improve your results. It's super easy to customize!

How is automatic used at the moment?
The Smartest Marketing Teams use automated marketing to improve campaign results and support sales teams with better quality qualified customers. And of course, a better return on investment.

Here are some other benefits of auto-marketing:

1. Improves the efficiency of marketing efforts
Reduce the frequency of human errors and iterations by automating specific marketing tasks. Whether it's automated chat or email, eliminating tedious tasks saves time for teams to focus on more productive work.

2. Makes delivering personalized content easier
Automation programs help reduce the burden of delivering personalized content by collecting and analyzing data, using results to achieve better results, and automating the delivery process. What was impossible a few years ago is now easy to achieve with just a few clicks.

3. It increases revenues and average order volume
When you automate complementary offers, cross-selling, and post-purchase follow-ups, you may notice an increase in the lifetime value of a customer.

4. It creates a better customer experience
Auto marketing allows you to create comprehensive digital marketing campaigns to reach your audience at every touchpoint. When you use the right auto-marketing tools, you can deliver relevant messages at the right time and keep your customers happy.

5. Enhancements sustainability
Automation handles repetitive tasks so marketing and sales teams can prioritize high-value actions, such as engaging in live conversations with customers or improving campaigns. Implementing automation requires a clear understanding of the process of communicating with customers and who is responsible for each component.

Once you have clarity about your operations, you can eliminate temporary tasks, thus saving significant amounts of money.

6. Improves expansion
You can't reasonably grow in business by relying solely on manual processes. Automation programs can help manage increased business burdens and support complex operations in your company.

Types of automatic marketing
Retail stores use several types of automation to reduce

Waste, improve daily operations and increase productivity.

1. Auto chat marketing
Before any company invests in auto-marketing, it's important to ask “How am I going to fuel the top of my schedule?” Auto-marketing is a great way to qualify and grow customers once they get them, but those customers have to come from somewhere.

Marketing conversations in solutions helps guide and automate the entire summit. With a variety of opt-out tools (known as growth tools) and a drag-and-drop flow builder into solutions, you can achieve three important automation processes:

- Build a contact database by direct customers from all your channels to one place for development.
- Create targeted, personalized and timely interactions with customers.
- Preparing indicators and rules for communicating with customers that will guide potential buyers through the conversion process.

Successful auto-marketing strategies that include conversational marketing will reduce traffic and accelerate the sales cycle, helping you improve customer development and build relationships long after a customer purchases a product.

Read: Advanced Ways to Use Conversation Marketing in Your Online Store

2. Automatic workflow
Now you've got some great ideas about the types of marketing workflows you might want to use in your business, but how can you manage them all? Very easy. As it seems, you can also automate your workflow.

Automating your workflow helps you streamline your operations to stay productive without the need for human support, giving employees more time to work on revenue-generating activities. Here are some ideas you can implement using workflow automation:

- Set up, permissions and rules to automatically deliver relevant content at an ideal time.
- Automate the collection of customer reviews.
- Dealing with customer data through a comprehensive marketing strategy across channels.

Overall, workflow automation can help you increase efficiency, improve customer experiences, and gain insights across your marketing channels.

Read: 7 Smart Tactics to Automate Workflow

The Best Auto Marketing Tools
Now that we've reviewed the different types of auto-marketing that will help you improve your company's operations, let's take a look at some specific tools you can use to achieve your auto-marketing goals.

Solutions is an automated marketing platform that allows you to manage short message (SMS), email, and messenger campaigns in one place and in real time. If you're a fan of development without the need for programming, we have a specific tool you can use called “FlowBuilder”, which allows you to build automated flows using a graphical interface and display detailed statistics on your campaign.

Automatic features:

- Create and manage automated marketing streams for SMS, email, and messenger in one place.
- Integrate with existing business tools like MailChimp, Shopify, Zapier, and more.
- A flow builder without the need for programming.
- Pricing: You can start for free and only pay $10 per month for the pro version. You can find our manual price calculator here.

Learn more: The 12 best auto-marketing tools to increase customer generation

Basic Auto Marketing Best Practices
Here are some best practices you should consider when formulating an auto-marketing strategy:

- Mapping the customer journey: Create a visual map of how customers move through the automated marketing process. Use a drag and drop builder with report capabilities to align your strategy with your business goals quickly and effectively.

https://www.youtube.com/watch?v=dJ3CFlpNclk

2. Build a contact database
Run Facebook ads, collect website or landing page visitor data, and convert organic social media traffic to subscribers in the contact database. Auto marketing tools like ManyChat will always work automatically after setting up subscription tools.

https://youtu.be/ZU1Alg2KKQE

3. Set up an automated retail marketing tool
Segment new contacts as they enter your auto-marketing program. Create a library of useful content and provide relevant pieces to contacts at customer lifecycle stages to build closer relationships.

4. Evaluating leads
As mentioned earlier, lead scoring is the practice of assignment points to leads when they perform actions throughout the customer generation process. By using automatic marketing programs, you can guide them to more relevant paths that match their score to encourage conversion.

5. Set up welcome chains
Whether you prefer email marketing or messenger as a means of communication, be sure to set up welcome messages and threads to start a positive relationship with potential customers.

6. Use indicators and rules to move leads through the customer lifecycle
Set rules that will guide prospects and customers through their journey. Excellent auto-marketing programs will help you identify specific events (indicators) that make your system interact with the customer (action).

7. Automate replies using keywords
Keywords are an effective way to automate conversations within Messenger and stay relevant with subscribers. Without keywords, your bot won't be able to understand things when people ask questions that don't play any of the streams you've built.

https://youtu.be/Tf988R99Vho

8. Personalization and targeting
Collect information from potential customers using custom user fields in your automated marketing program, then follow them up with personalized and relevant messages.

9. Create campaigns that fall across multiple channels
Streaming campaigns across multiple channels allow you to create multiple touchpoints on different platforms where you can engage with subscribers, provide valuable content, share relevant information, and build trust with your audience. Use a combination of short messages (SMS), email, and messenger to further guide potential customers through their purchase journey and convert more subscribers into customers.

Watch the webinar “How to Get and Retain Customers Through Chat, Short Message (SMS), and Email”.

10. Learn when a human should interfere
Set up internal notifications for your sales or marketing team when a contact performs a notable action, and add follow-up tasks to show them which contacts they need to follow through a live chat.

11. Measure and improve
Identify what's working and what's not working using your auto-marketing tool's reports. Explore analytics and make changes that improve digital marketing campaigns and grow your business.

Key indicators to measure the success of automatic marketing
Key Performance Indicators (KPIs) are the metrics that measure the success of automatic marketing. Monitoring it allows you to identify progress toward inbound marketing and sales goals. It also enables you to improve your operations and communications in the future.

Key indicators are usually consistent with your company's goals. Although the basic indicators differ from one company to another, here are some common indicators you can use for your auto-marketing strategy:

- Acquisition: building a contact database
- The total number of active and inactive subscribers. Active subscribers are contacts who have recently interacted with your brand; inactive subscribers are those who have stayed in sleep mode over a certain period of time. Monitoring the number of two types of subscribers can help you determine if breeding campaigns are working and provide insight into who's about to become customers.
- The rating rate of leads. What percentage of subscribers become eligible customers? If some chat automation works better than others, you'll want to boost their efforts and improve the least effective ones or pause them.

- Engagement: creating customer interactions
- Start conversations. How many conversations does the lead generation process start with potential customers? If the numbers are low, you should consider changing your messages or bot personality to better suit your customers.
- Click Rate (CTR). You'll want to track the percentage of people who click on action calls. Monitoring CTR on channels such as messenger and email can help you determine how attractive your offer is to customers. If CTR is low, you can adjust your call to action to improve results.
- Flow completion rate. It's essential to measure the percentage of people who complete your streams. The flow completion rate helps you evaluate the relevance and effectiveness of your chat automation. More, it can help you make better decisions about how to move people closer to conversion.

- Conversion: people paid more in the customer journey
- From subscriber to potential customer: some marketers use forms to capture contact information; others use messenger bots to easily get the same data in the messenger to provide a ranking for potential customers. Regardless of your preferred method, you'll want to keep track of how many people go from inactive subscriber to uncle

It's possible.
- From lead to customer: Monitor the number of leads that become customers. Identifying key conversion events in your streams — such as signing up for an email list or buying a product in Messenger — will help you better understand what's causing people to convert.
- Lead rating: Lead rating is the process of Assigning a score or rating to each lead. It helps you evaluate which leads are about to buy and who needs more breeding. You can build an automated system to get effective insights and prioritize leads so sales can respond and follow up based on that.

https://youtu.be/soJfv3zj0bk

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