If you rush into it, you risk ending up with a tech stack that doesn’t integrate properly. You might give your team more manual work. This defeats the whole purpose of automation.
3. Map out new automation workflows
Once you have your tech infrastructure in place, map out the new workflows you plan to automate. Consider the entire customer journey, from initial engagement to conversion and beyond.
Be sure to test your workflows before launching them. If your marketing activities list of qatar cell phone numbers include personalization, verify that the personalization variables are working. Test different scenarios. Make sure that each recipient gets the right content based on their customer data.
If your workflows involve third-party APIs, make sure that data is being exchanged correctly and seamlessly.
4. Document your automations
Document all your automations to keep your marketing strategy organized. You should outline the steps, triggers, conditions, and outcomes of each workflow.
Most importantly, explain how the automation workflows are connected. This will help prevent unexpected disruptions when making tweaks or troubleshooting.
Regularly update your documentation as workflows evolve to keep everyone on the same page.
SaaS marketing automation will not only save you precious time. It can also help you build stronger relationships with your customers.
Looking for the best SaaS marketing automation tool? Brevo offers a range of automation features. Get automation templates for welcome emails, birthday greetings, and abandoned cart reminders. Or, build your own with the Drag & Drop automation builder.
Brevo also offers dynamic content, lead scoring, advanced segmentation, and more. Send personalized campaigns at scale — no extra effort required. Get started with Brevo for free.Ready to migrate from Mailchimp to Brevo and start saving big on email marketing? Follow along for everything you need to know about getting your contacts from Mailchimp to your shiny, new Brevo CRM dashboard.
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