Marketing automation
Email and CRM
Email and CRM
Marketing automation sends messages and triggers tasks automatically based on behaviour or data, such as a sequence of emails after a download.
Think welcome series, abandoned-cart reminders, follow-up after an enquiry, and internal tasks for sales. It saves manual work and stops things slipping through.
Only automate what already works manually. Automation just makes a poor follow-up process fail faster — and at scale.
Related terms
- CRMA CRM is the system where you keep customers, contacts, deals and all communication, so everyone sees the same state of play.
- SegmentationSegmentation splits your audience or email list into groups with similar characteristics or behaviour so you can communicate more precisely.
- Lead scoringLead scoring assigns points to leads based on who they are and what they do, so you can prioritise follow-up.
- Opt-inAn opt-in is the active permission someone gives to receive commercial messages. With a double opt-in they confirm it once more by email.