25 Most Common Marketing Tasks You Should Automate

Automating marketing tasks allows you to save time, increase efficiency, and focus on higher-value activities like strategy and creativity. With the right tools, you can automate repetitive tasks, streamline workflows, and improve your overall marketing performance. Here are the 25 most common marketing tasks you should automate:

1. Email Campaigns and Newsletters

Automate the sending of email campaigns, newsletters, and drip campaigns based on user behavior, sign-ups, or specific triggers. Tools like Mailchimp, HubSpot, or ActiveCampaign can send personalized emails to segmented audiences at the right time.

2. Lead Nurturing

Create automated workflows that nurture leads based on where they are in the sales funnel. Tools like HubSpot and Pardot can guide leads from initial contact to conversion by sending relevant content or offers automatically.

3. Social Media Posting

Schedule and automate your social media posts across platforms (Facebook, Twitter, LinkedIn, Instagram) using tools like Hootsuite, Buffer, or Sprout Social. You can set posts to go live at optimal times to engage with your audience.

4. Social Media Monitoring

Use automation to monitor social media for mentions of your brand, industry keywords, or competitors. Tools like Mention, Brand24, and Hootsuite allow you to track mentions, hashtags, and conversations automatically.

5. Welcome Emails

Automate welcome emails to new subscribers or customers, ensuring they receive an introduction to your brand, product, or service as soon as they sign up.

6. Customer Segmentation

Automate the process of segmenting your audience based on their behavior, demographics, or interaction history. This helps deliver targeted content and personalized messages through email and ad campaigns.

7. Personalization of Content

Automate content personalization based on user preferences, location, or behavior. Tools like Optimizely and Dynamic Yield can dynamically change web content, offers, and messages based on visitor data.

8. Ad Campaign Management

Automate the management of PPC and social media ad campaigns by using platforms like Google Ads, Facebook Ads Manager, or AdEspresso to automatically adjust bids, optimize budgets, and pause underperforming ads.

9. Lead Scoring

Automatically score leads based on how they interact with your website, emails, or other touchpoints. Tools like Marketo and HubSpot assign scores to leads, helping your sales team prioritize the most engaged prospects.

10. Data Collection and Reporting

Automate the collection of marketing data from platforms like Google Analytics, social media, and email campaigns. Use tools like Google Data Studio, Supermetrics, or Cyfe to generate reports and visualize data without manual work.

11. CRM Updates

Sync CRM data with marketing platforms automatically, ensuring that contact information, lead statuses, and customer details are always up to date. Tools like Zapier or native integrations in CRMs like Salesforce or HubSpot can automate this process.

12. Customer Follow-Ups

Automatically follow up with customers who have abandoned shopping carts, visited specific pages, or completed certain actions on your website. This can be done with tools like Klaviyo for eCommerce or HubSpot for service-based businesses.

13. Event Reminders and Follow-Ups

For webinars, events, or promotions, automate reminder emails before the event and follow-up emails after the event. This keeps your audience engaged and improves attendance and participation rates.

14. Content Curation

Automate the process of finding and sharing curated content from relevant sources. Tools like Feedly, Pocket, or Quuu can automatically suggest or share content that fits your audience’s interests.

15. A/B Testing

Automate A/B testing on landing pages, emails, or advertisements using tools like Google Optimize, VWO, or Optimizely. These tools can automatically run tests and determine which version performs better without manual oversight.

16. Surveys and Feedback Collection

Use tools like Typeform, SurveyMonkey, or Google Forms to automate the collection of customer feedback and surveys after interactions, purchases, or events. Responses can be tracked and organized automatically.

17. Landing Page Creation

Create dynamic, personalized landing pages based on visitor behavior or data with tools like Unbounce or Instapage. Automate A/B testing of landing pages to optimize conversion rates.

18. Content Scheduling and Planning

Automate your content calendar and scheduling with tools like CoSchedule or Trello. These tools can help plan, schedule, and distribute content automatically, ensuring that deadlines and publishing dates are met.

19. Retargeting Campaigns

Automatically launch retargeting campaigns based on user behavior (e.g., site visits, cart abandonment) using tools like Google Ads, Facebook Pixel, or AdRoll. This helps re-engage users who have already shown interest in your product or service.

20. Webinar and Event Registration

Automate the process of webinar registrations and reminders using tools like Zoom, GoToWebinar, or Eventbrite. These platforms can handle registration, confirmations, and reminders without manual effort.

21. Customer Relationship Emails

Automate ongoing relationship emails to keep customers engaged, such as birthday messages, loyalty program updates, or anniversary promotions. Tools like Klaviyo or Mailchimp can trigger these emails automatically based on key dates.

22. Lead Generation

Automate lead generation by integrating tools like Leadformly, Typeform, or OptinMonster into your website. These tools collect leads automatically from forms, pop-ups, or quizzes, and deliver them directly to your CRM or email list.

23. Referral and Loyalty Programs

Use platforms like ReferralCandy or Yotpo to automate your referral and loyalty programs. Automatically track referrals, reward loyal customers, and send them notifications without manual tracking.

24. Onboarding New Customers

Create automated workflows to onboard new customers. Tools like HubSpot, Intercom, or Drip can guide new users through a series of emails, product tours, or instructional videos to get them started with your service or product.

25. Automatic Content Updates

Use automation tools like Zapier or IFTTT to automatically share new blog posts, YouTube videos, or podcast episodes on social media as soon as they are published, ensuring that your content is distributed to multiple channels effortlessly.

Conclusion

Automating these common marketing tasks can significantly reduce manual work, improve accuracy, and allow your team to focus on higher-value activities like strategy and creativity. By leveraging automation tools, you can streamline processes, improve customer engagement, and ultimately drive more conversions with less effort.