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What Marketing Tasks Should I Automate in 2022?

What Marketing Tasks Should I Automate in 2022?

automating marketing tasks

Maximize efficiency and increase your bottom line by automating repetitive marketing tasks.

For marketers, it can sometimes feel like there aren’t enough hours in a day.  With all of the marketing activity that comes along with the job, from managing lead generation and sales tasks to planning your digital marketing efforts and monitoring social media, marketing is a full-time job and then some.

But, there is a way to steal back more hours of your day.

Savvy marketers know that automating tasks and workflows can streamline marketing efforts, free up valuable time, maximize efficiency, and, in the end, help to increase a company’s bottom line.  


With that in mind, we have created a list of repetitive marketing tasks that you and your marketing team should be automating.

Email Tasks

Since email marketing is such a critical component of a successful digital marketing campaign, it stands to reason that email marketing automation is one of the most effective ways that a marketer can use automation to ease their load.

Here are five ways you can make email marketing automation work to your advantage:

Use email marketing automation to deliver content downloads.

Setting up automated emails to deliver content opt-ins such as reports or ebooks allows you to instantly provide your subscribers with valuable content while keeping them engaged and automatically growing your email list.

Use a newsletter automation tool to save time and deliver valuable content.

Automated email newsletter platforms, like, take email marketing automation to the next level. Not only can marketers streamline the creation and delivery process but, with the latest AI technology, they can deliver personalized content to meet the interests of individual subscribers. Think: email segment of one.

Use automation to manage your email drip campaigns.

Email drip campaigns are essential to any email marketing effort. With email automation software, you can trust that emails are being sent to your audience automatically based on changes in their status or specific actions they may take.

Use task automation to send email follow-ups.

It’s easy to get fed up when you manually chase people who haven’t gotten back to you. Thankfully, most CRM software enables users to automate follow-up emails after a set amount of time so that you don’t have to spend hours on this tedious task. Write the email one time and forever be available to follow up without even realizing it.

Use automation software to send cart abandonment emails.

You know the importance of tracking those sales leads on the verge of conversion but need a slight push across the finish line. If you have an eCommerce site, set up an automated cart abandonment email to do the job. Even if you are not in eCommerce, you can set up automated emails to users in other marketing and sales funnels you create as well.

Social Media Tasks

These days, social media marketing is crucial to brand success, but it can eat up a lot of your marketing team’s valuable resources.

Here are two ways that workflow automation can help:

Use marketing automation tools for social media scheduling.

An incredibly effective way to save valuable time and resources within your social media marketing efforts is to employ software that helps you schedule social media posts in advance using a marketing automation system.

Some popular tools:

  • Buffer
  • MeetEdgar
  • Hootsuite

Use Facebook bots to increase engagement.

An incredibly personalized and impactful way to lead generation is through the use of a Facebook bot that guides your new sales leads through the conversion process.

Sales Tasks

Marketing automation tasks aren’t limited to email campaigns and social media marketing efforts. Ease the burden on your sales team by employing a marketing automation strategy specifically tailored to increase sales.

Here are three ways.

Use a marketing automation tool to upsell your customers.

Marketing isn’t only about lead generation. It’s about continued engagement with your existing customers. Marketing automation software can be a powerful tool in helping to upsell customers at the ideal time by offering products and services similar to those they already value.

Use a live chat marketing automation platform to engage customers.

Offering a live chat feature has become a must-have for companies doing business online. Existing and potential customers are looking for ways to get in touch with you quickly and easily. Using live chat apps, marketers can create automated chatbots configured to bring in new leads and assist existing users, which will undoubtedly supercharge your customer service efforts.

Use a sales automation tool to extend free trials and enhance the customer experience.

When a user signs up for a free trial of your product or service and fails to convert, you can set up an automation tool that will automatically send them a trial extension offer and keep them in the game.

Automated Marketing is the Key to a Successful Marketing Strategy

When you automate the steps involved in the marketing process and the sales process, and everything in between, you give your sales team and your marketing team time to focus on nurturing promising leads and big picture strategies. Automation will result in more prospects, more customers, and more sales. The use of marketing automation can also give you a more detailed picture of existing and potential customer data that can help you in the long run.

Whether you are part of a team in charge of marketing for a small business or a larger one, there are countless marketing automation tools to help you get the job done.