Learning content

    1. 1.1 Welcome to this unit

    2. 1.2 Introducing marketing automation

    3. 1.3 What this unit will cover

    4. 1.4 What you’ll learn

    5. 1.5 A note on completing this unit

    6. 1.6 Section 1 quiz

    1. 2.1 Welcome to section 2

    2. 2.2 Understanding the three pillars of automation

    3. 2.3 Systems that support marketing automation

    4. 2.4 Managing lead and customer data

    5. 2.5 Popular forms of marketing automation

    6. 2.6 Using email automation

    7. 2.7 Using chatbots

    8. 2.8 Using website automation

    9. 2.9 Other forms of automation

    10. 2.10 Understanding agentic marketing

    11. 2.11 Section 2 quiz

    1. 3.1 Welcome to section 3

    2. 3.2 Reviewing customer journeys

    3. 3.3 Recommending marketing automation

    4. 3.4 Marketing automation recommendations report template

    5. 3.5 Understanding automation workflows

    6. 3.6 Tools for mapping automation workflows

    7. 3.7 Automation workflow plan template

    8. 3.8 Preparing for implementation

    9. 3.9 Action plan template

    10. 3.10 Section 3 quiz

    1. 4.1 Welcome to section 4

    2. 4.2 Seeking approval for your planned automation

    3. 4.3 Preparing draft materials

    4. 4.4 Critically evaluating draft materials

    5. 4.5 Organising final materials

    6. 4.6 Setting up marketing workflows

    7. 4.7 Marketing automation tools

    8. 4.8 Example: Setting up automated emails in HubSpot

    9. 4.9 Reviewing marketing workflows

    10. 4.10 Section 4 quiz

    1. 5.1 Welcome to section 5

    2. 5.2 Analysing results

    3. 5.3 Recognising successes

    4. 5.4 Identifying improvements

    5. 5.5 Documenting recommendations

    6. 5.6 Marketing automation performance report template

    7. 5.7 Sharing your recommendations

    8. 5.8 Futher enhancing automation

    9. 5.9 Section 5 Quiz

    1. 6.1 Welcome to section 6

    2. 6.2 Key takeaways

    3. 6.3 The future of marketing automation

    4. 6.4 How to keep your knowledge up to date

    5. 6.5 Congratulations and what’s next

About this unit

  • 59 lessons