Marketing Automation Basics

What You Will Learn

• 1 Learn the core concepts of marketing automation, including what it is, how it works, and why it matters for modern marketing teams.
• 2 Understand the marketing automation technology landscape and how to evaluate platforms based on your organization's needs and goals.
• 3 Apply lead generation fundamentals to build automation-ready capture systems that attract and qualify the right prospects.
• 4 Explore email marketing automation strategies, including sequence design, timing logic, and personalization techniques.
• 5 Analyze customer segmentation methods to create targeted audience groups that power relevant, high-converting automated campaigns.
• 6 Develop lead scoring models that help sales and marketing teams prioritize outreach based on prospect behavior and fit.
• 7 Build multi-channel automation workflows that coordinate messaging across email, SMS, social media, and paid channels.
• 8 Implement CRM integration best practices to ensure automation platforms and sales systems share clean, actionable data.
• 9 Understand analytics and reporting frameworks for measuring automation performance and identifying opportunities for improvement.
• 10 Create a marketing automation strategy roadmap that aligns tools, processes, and teams for sustainable long-term growth.