How to build a marketing automation system successful

In the era of technology 4.0, automation has become an inevitable trend in the field, especially marketing. Traditional marketing activities are gradually being replaced by automated marketing methods that help save costs and bring high efficiency. If businesses want to improve efficiency to achieve higher revenue and profits, they need to know how to build a marketing automation system. Please refer to the article below by Optimal Agency to better understand this system!

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What is Marketing Automation?

Simply put, Automation marketing is automated marketing, it is the use of support software to automate the marketing process. It is designed as a support tool to help marketing activities take place more smoothly and effectively. This system will replace humans in performing tasks such as market segmentation, customer care, and creating many other potential customers. Although it cannot replace humans, this system helps optimize the business’s marketing tools.

Integrate tools to automate tasks such as sending emails, managing customer data, building advertising campaigns, and analyzing data. The Marketing Automation system not only focuses on automating marketing processes but also on creating personalized experiences for customers. Based on customer behavior data create customized marketing strategies. Moreover, this system also provides the ability to track and measure the effectiveness of marketing campaigns for appropriate adjustments. Thanks to that, businesses will optimize costs, build relationships with customers, and improve marketing strategy performance.

What is Marketing Automation?

Why should you build a Marketing Automation system?

Marketing activities need to be carried out continuously for a long time. To minimize errors and save time, you should build a marketing automation system. By building an automated marketing system, businesses will receive the following benefits:

Increase customer interaction

Marketing Automation helps businesses build good relationships with customers. Instead of annoying calls, they are replaced by emails that provide useful and relevant content. Not only that, the automation marketing system can also analyze the behavior of customers visiting the business’s website. Based on the data collected, businesses can deploy personalized customer care strategies and achieve higher efficiency. From there, businesses can build close relationships and make a strong impression on customers.

Save time and costs

When businesses use the Marketing Automation system, tasks such as sending emails, posting on social networks, implementing advertising campaigns, etc. will be performed automatically. Thanks to that, businesses will save maximum time and costs. By minimizing repetitive tasks, marketers can focus on important activities in the marketing implementation plan. From there, the performance of the marketing department in the business will be increased, helping to improve business efficiency.

Expanding customer files

The marketing automation system can automatically refresh the business’s customer list continuously based on multiple data sources. As a result, the business will not miss any potential customers. This helps increase the business’s ability to connect with customers and reach more potential customers.

Personalizing target customers

Through the use of the marketing automation system, businesses will have the most complete, accurate, and detailed customer information. Thanks to that, businesses can effectively manage customers. At the same time, segment customers into separate target groups and apply appropriate strategies for each group.

Increase conversion rates and sales

With the ability to increase interaction and personalize target customers, the marketing automation system allows businesses to create appropriate marketing campaigns. At that time, businesses can convey content and messages about products, services, or brands that customers are interested in.

The messages are created based on the customer’s information and previous purchase history. By providing appropriate messages and optimizing the customer experience, Marketing Automation can increase conversion rates and sales.

Basic components of a marketing automation system

Before applying the method of building a marketing automation system, you need to ensure that the system has the following elements:

Customer Relationship Management (CRM) System

CRM is an important part of the marketing automation system with the ability to store information about potential customers. Including contact information, purchase history, and previous interactions, … Through CRM, businesses can better understand the marketing audience and create opportunities to deploy personalized marketing campaigns.

Marketing platform integration

The Marketing Automation system is often integrated with other marketing platforms such as email marketing, online advertising, social networks, websites, and other channels, … This integration allows the systems to work together to create and manage multi-channel marketing campaigns.

Advertising campaigns on platforms

Businesses can automatically manage online advertising campaigns based on platforms such as Facebook Ads, and Tiktok Ads, … with the Marketing Automation system. It allows marketers to optimize advertising based on actual results and marketing goals.

Create and manage marketing content

Marketing content is an important part of a marketing campaign. The Marketing Automation system allows marketers to create and manage content, from Email, SMS, ZNS, and Auto-call scripts to Landing Pages and Sales Funnels.

On the Optimal Agency website, there is also a lot of other useful information such as how to build a marketing communication strategy.

How to build a marketing automation system effectively

How to build a marketing automation system effectively

If a business wants to build a marketing automation system, it needs to follow these steps:

Set campaign goals

This is the most important factor that businesses cannot ignore when building marketing automation. Based on the goals, you can build a suitable marketing campaign implementation plan. Goals help you have the right direction for the entire campaign as well as help you measure effectiveness. Some common goals you can use include generating more potential customers, increasing sales, building brand awareness, etc. You should choose goals that match your business goals and set appropriate KPIs.

Identifying target customers

Identifying the right target customers plays an important role in determining the success of a marketing campaign. It helps you identify the message to convey and choose the right approach channel for the marketing campaign to achieve the best results. Depending on the products and services that the business provides, you can choose the right target customers. You can research and analyze target customers based on demographics, behavior, interests, etc.

Create a list of customers with high purchasing needs

Based on identifying the customer, you should set up a list and track customers with the highest purchasing needs. In addition to listing people with purchasing needs, you should arrange the information reasonably based on the type of products and services they are interested in or their interests. Based on this list, the marketing automation system will approach by sending the most appropriate marketing messages to advise and promote customer needs to increase conversion rates.

Choose the right marketing automation software

After determining the appropriate goals and target customers, you need to choose marketing automation software to execute the campaign. When choosing software, you need to pay attention to issues such as price, features, and scalability of the software. At the same time, businesses should choose software that suits their needs and budget.

Build a marketing automation system

To build an effective marketing automation system, businesses need to create a personalized strategy for each customer. In which, customer data is an indispensable element of the marketing automation system. Businesses should collect complete and accurate information to create a suitable strategy.

Next, businesses need to set up a marketing automation scenario to automate marketing activities. Businesses need to build a process suitable for each target audience. At the same time, plan to nurture customers from when they are new customers. After the marketing automation system is established, the business will begin to deploy the system including staff training and system testing.

Monitor and optimize the marketing automation system

During the process of implementing the marketing automation system, businesses need to regularly monitor, measure, and optimize the system based on the set goals. Based on the data collected, businesses can evaluate the effectiveness of the marketing automation system to optimize and provide the best solution.

The importance of marketing automation to the marketing activities of businesses today cannot be denied. However, building a marketing automation system is not simple and easy. Please apply the method of building a marketing automation system that we have shared in the article to improve marketing efficiency, and optimize costs and time.

Please see more:

Frequently asked questions

Which businesses should apply automation marketing?


Not only large businesses with hundreds or thousands of customers need to use automation marketing. Small businesses should also apply this method to save up to 40% of time for manual operations and optimize costs. The subjects applying automation marketing are increasingly expanding in most industries: health, medicine, banking, and media, … Most businesses use software to approach and interact as well as retain customers. Automation marketing is applied in all business sectors of all sizes.

What are the challenges when building an automated marketing system?


Although building an automated marketing system brings many benefits to businesses, it also comes with many challenges. First of all, the integration problem and data quality are not guaranteed, affecting the marketing activities of the business. In addition, there is a lack of strategy and planning when using Automation Marketing. Although Automation Marketing is highly effective, relying too much on automation is not advisable. On the other hand, businesses do not know how to effectively nurture and attract potential customers. Businesses need to be aware of these issues and find appropriate solutions.

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