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Are you looking for ways to improve your digital marketing strategy? Want to know the repetitive tasks you can automate to save you time and money?.

We share 20 marketing tasks you should automate in this infographic.

We break things down as follows:

  • Email Tasks
  • Lead Generation Tasks
  • Social Media Tasks
  • Content Tasks
  • SEO Tasks
  • Marketing-Sales Tasks

Check out the infographic for more detail.

20 Marketing Tasks Every Business Owner & Marketer Should Automate [Infographic]


In today’s fast-paced digital world, automation has become a game-changer for businesses looking to streamline their marketing efforts and maximize efficiency.

By automating certain marketing tasks, business owners and marketers can free up valuable time, reduce human error, and focus on strategic activities that drive growth.

In this blog post, we will explore 20 marketing tasks across various categories that every business owner and marketer should consider automating.

Email Tasks

Email marketing is a versatile and powerful tool in your marketing arsenal, allowing you to directly connect with your audience. However, managing various email-related tasks manually can be overwhelming and time-consuming.

In this section, we will explore how automation can optimize different aspects of your email marketing strategy, from delivering content downloads to smart personalization in emails, ultimately boosting engagement and conversions.

Delivering Content Downloads

One of the most effective ways to generate leads and provide value to your audience is by offering downloadable content, such as eBooks, whitepapers, or templates. Automation can streamline the process of delivering these resources to your subscribers.

When a user signs up on your website, an automated email with the download link or attachment can be sent instantly. This ensures a seamless user experience and immediate access to the promised content.

  • Streamline the process of delivering downloadable content, such as eBooks or whitepapers, to your subscribers.
  • Instantly send automated emails with download links or attachments when users sign up or request resources.
  • Segment your email list automatically to deliver tailored content downloads to specific audience subsets, increasing relevance.

Email Newsletters

Email newsletters are a staple of email marketing campaigns, keeping your audience informed about your latest products, updates, or industry insights.

Automating your email newsletters can help you schedule regular email sends, segment your subscribers based on their interests, and even personalize content based on their preferences.

  • Automate the scheduling and sending of email newsletters to maintain a consistent communication schedule.
  • Segment your subscribers based on interests and preferences, allowing for personalized content recommendations.
  • Use data-driven insights to optimize your newsletters over time, increasing their effectiveness.

Drip Campaigns

Drip email campaigns are a highly effective way to nurture leads and guide them through the customer journey. With automation, you can set up a series of emails that are triggered by specific actions or time intervals.

These automated workflows can provide educational content, product recommendations, or promotional offers, keeping your leads engaged and moving closer to conversion without manual intervention.

  • Set up automated email workflows triggered by specific actions or time intervals to nurture leads.
  • Provide educational content, product recommendations, or promotional offers to keep leads engaged.
  • Enhance lead nurturing by delivering relevant content at the right time, building trust and credibility.

Smart Personalization in Emails

Personalization is key to creating meaningful connections with your audience.

Automation allows you to incorporate smart personalization techniques into your emails, such as dynamically inserting the recipient’s name, recommending products based on their browsing history, or sending personalized content based on their past interactions with your brand.

  • Utilize automation to dynamically insert recipient names, recommend products, or send personalized content based on user behavior.
  • Enhance email relevance and engagement through data-driven personalization techniques.
  • Segment and deliver personalized content at scale using automation tools and machine learning algorithms.

Cart Abandonment Emails

For e-commerce businesses, cart abandonment is a common challenge. Automated cart abandonment email campaigns can help recover potentially lost sales.

When a visitor adds items to their cart but doesn’t complete the purchase, an automated email can be triggered to remind them of the items left behind and offer incentives like discounts or free shipping to encourage them to finalize their order.

  • Automate cart abandonment email campaigns to recover potentially lost sales.
  • Remind visitors of items left in their cart and offer incentives like discounts to encourage purchase completion.
  • Optimize timing and content of cart abandonment emails using automation for higher conversion rates.

Customized Email Campaigns

Automation allows you to create customized email campaigns tailored to the specific needs and behaviors of your subscribers. For example, you can send different emails to new subscribers, loyal customers, or those who have made a recent purchase.

  • Create customized email campaigns tailored to specific subscriber groups, such as new subscribers or loyal customers.
  • Automate campaigns based on user actions, triggering follow-up emails or personalized offers.
  • Improve user experience by delivering relevant content and offers to each recipient group.

Email Follow-Ups

Follow-up emails are essential for maintaining communication with your leads and customers. Automation tools can help you schedule and send follow-up emails based on user behavior or predefined triggers.

For example, after a customer makes a purchase, an automated follow-up email can express gratitude, request a review, or suggest complementary products, enhancing the post-purchase experience and driving repeat business.

  • Schedule and send automated follow-up emails based on user behavior or predefined triggers.
  • Enhance post-purchase experiences with automated thank-you emails, review requests, or product recommendations.
  • Use automated email follow-ups for lead nurturing, guiding leads toward conversion through tailored content.

Lead Generation Tasks

Generating and capturing leads is a critical aspect of any successful marketing strategy. To effectively build your customer base and grow your business, you need to employ various lead generation tactics.

In this section, we will explore how automation can enhance specific lead generation tasks, including website banner promotions, dynamic CTAs (Call to Actions), and slide-in CTAs. These techniques will help you capture and nurture leads seamlessly, ultimately leading to higher conversion rates and increased revenue.

Website Banner Promotions

Website banners are a prominent and attention-grabbing way to promote your lead generation offers or announcements. Automation can streamline the process of creating and deploying these banners on your website.

By using tools like Google Optimize or website builders with built-in automation capabilities, you can schedule banner promotions to appear at specific times or in response to user interactions.

  • Utilize eye-catching website banners to promote lead generation offers or announcements.
  • Automate the creation and deployment of banners on your website, allowing for scheduled appearances.
  • Customize banners for different audience segments based on behavior or demographics.

Dynamic CTAs (Call to Actions)

Dynamic CTAs are a powerful lead generation tool that adapt and change based on the user’s behavior and preferences. Automation enables you to create and implement dynamic CTAs on your website effortlessly.

By using marketing automation platforms like HubSpot or Optimizely, you can set rules that determine which CTA variant is displayed to each visitor.

  • Implement dynamic CTAs that adapt based on user behavior and preferences.
  • Automate the display of tailored CTAs to encourage specific actions, such as signing up for a newsletter or requesting a demo.
  • Enhance user engagement and increase conversions through personalized CTAs.

Slide-in CTAs

Slide-in CTAs are less intrusive than pop-ups and can be a subtle yet effective way to capture leads. Automation simplifies the deployment and targeting of slide-in CTAs on your website.

You can use automation tools to set criteria that trigger slide-in CTAs based on user behavior, scroll depth, or exit intent.

  • Employ slide-in CTAs as a less intrusive yet effective way to capture leads.
  • Automate slide-in CTA triggers based on user interactions, scroll depth, or exit intent.
  • Offer downloadable content or special promotions through slide-in CTAs to engage visitors.

Social Media Tasks

Social media plays a pivotal role in today’s digital landscape, offering businesses a direct line of communication with their audience. To succeed in the ever-evolving world of social media marketing, automation is essential.

In this section, we will delve into two key aspects of social media tasks: Facebook bots and social media scheduling. These automation techniques will help you engage with your audience effectively and maintain a consistent online presence, leading to improved brand visibility and customer engagement.

Facebook Bots

Facebook bots, also known as chatbots, are automated systems that can interact with users on your Facebook page or messenger. They can answer questions, provide information, and even guide users through a sales funnel without human intervention.

Integrating Facebook bots into your social media strategy can bring several advantages:

  • Instant Responses: Facebook bots provide instant responses to user inquiries, enhancing customer service and user experience.
  • 24/7 Availability: Bots are available round-the-clock, ensuring that users receive assistance even outside business hours.
  • Lead Generation: Bots can capture lead information and qualify potential customers, streamlining the lead generation process.
  • Personalized Recommendations: Using data and AI, bots can offer personalized product recommendations, driving sales and increasing customer satisfaction.

Automating Facebook bots not only saves time but also ensures consistent and efficient communication with your audience, ultimately leading to improved customer engagement and conversions.

Social Media Scheduling

Maintaining a consistent presence on social media platforms is essential for brand visibility and engagement. Social media scheduling automation tools, such as Buffer, Hootsuite, or Sprout Social, allow you to plan and schedule posts in advance across multiple social channels.

Here’s how social media scheduling can benefit your business:

  • Efficient Content Planning: Automation enables you to plan your social media content in advance, ensuring a well-thought-out and cohesive strategy.
  • Optimal Posting Times: Scheduling tools analyze data to determine the best times for posting, maximizing reach and engagement.
  • Cross-Platform Management: Manage multiple social media accounts and platforms from a single dashboard, streamlining your efforts.
  • Team Collaboration: Collaborate with team members, assign tasks, and review content before scheduling, ensuring consistency and quality.

By automating your social media scheduling, you free up time for strategic tasks like content creation and analysis. Consistent posting and engagement with your audience help build brand loyalty and drive traffic to your website, ultimately leading to increased conversions and revenue.

Content Tasks

Content marketing remains a cornerstone of digital marketing strategies, serving as a powerful means to engage and educate your audience. However, managing content creation, distribution, and personalization can be a daunting task.

In this section, we will explore two critical aspects of content tasks: dynamic content and the content production queue. These automation techniques will help you deliver relevant content, streamline production, and improve the overall effectiveness of your content marketing strategy.

Dynamic Content

Dynamic content, also known as adaptive or personalized content, is a game-changer in content marketing. Automation allows you to create dynamic content that tailors itself to the individual preferences and behaviors of your audience. Here’s how it works:

  • Behavioral Triggers: Automation tools track user behavior on your website, such as the pages they visit, the products they view, or the actions they take.
  • Real-time Customization: Based on this data, dynamic content modules within your content or emails can change in real-time to match the user’s interests.
  • Personalized Recommendations: For example, an e-commerce website can automatically display product recommendations based on the user’s browsing history.

Dynamic content enhances user engagement by providing a personalized experience, increasing the likelihood of conversion. Automation tools like HubSpot and Optimizely allow you to implement dynamic content effortlessly, making it a valuable addition to your content marketing strategy.

Content Production Queue

Consistency in content production is crucial for maintaining an active online presence and meeting the demands of your audience. Automation can help you manage your content production process efficiently by establishing a content production queue:

  • Editorial Calendar: Create an editorial calendar that outlines content topics, deadlines, and responsible team members. Automation tools like CoSchedule or Trello can help you organize and visualize your content schedule.
  • Workflow Automation: Set up automated workflows that guide content creation from ideation to publication. These workflows can include tasks, approvals, and notifications to ensure everyone is on the same page.
  • Content Collaboration: Collaborate with writers, editors, and designers seamlessly using automation platforms like Google Workspace or Microsoft Teams. Real-time collaboration ensures content stays on track.
  • Publication Scheduling: Automate the scheduling and publishing of content to your website and social media platforms at optimal times for your audience.

A well-organized content production queue not only saves time but also ensures that your content is delivered consistently and maintains high quality. This consistency builds trust with your audience and keeps them engaged, ultimately leading to increased conversions and brand loyalty.

SEO Tasks

Search Engine Optimization (SEO) is fundamental to ensuring your online content is discoverable by search engines and visible to your target audience.

Managing SEO tasks such as site audits and keyword research can be time-consuming, but automation can significantly improve efficiency and effectiveness.

In this section, we will explore two vital aspects of SEO tasks: SEO site audits and keyword research, highlighting how automation can boost your website’s search engine ranking and organic traffic.

SEO Site Audit

Conducting regular SEO site audits is essential to identify and rectify issues that may negatively impact your website’s performance in search engine rankings.

Automation can simplify and expedite the audit process:

  • Automated Crawlers: SEO tools like Screaming Frog and Ahrefs can automatically crawl your website to analyze various aspects, including broken links, duplicate content, and technical errors.
  • Error Reporting: These tools generate comprehensive reports highlighting issues that require attention, helping you prioritize and address them promptly.
  • Monitoring Changes: Automation allows you to set up continuous monitoring of your website’s health, receiving alerts when issues arise or when your site’s performance changes.

Automated SEO site audits ensure that your website is optimized for search engines, resulting in improved rankings, better user experience, and ultimately, increased organic traffic.

Keyword Research

Keyword research is the foundation of SEO, helping you understand what your audience is searching for and optimizing your content accordingly.

Automation can assist in keyword research in several ways:

  • Keyword Suggestion Tools: Automated keyword suggestion tools like Google Keyword Planner, SEMrush, and Moz Keyword Explorer provide insights into relevant keywords, search volume, and competition.
  • Competitive Analysis: Automation tools can analyze your competitors’ websites, identify the keywords they are ranking for, and suggest opportunities to target keywords they may have missed.
  • Rank Tracking: Keep track of your website’s ranking for target keywords over time. Tools like SEMrush and Ahrefs offer automated rank tracking with regular updates and historical data.

Automated keyword research not only helps you discover valuable keywords but also allows you to adapt your content strategy in response to changing search trends.

By incorporating these automation tools into your SEO tasks, you can enhance your website’s visibility and attract more organic traffic from search engines.

Marketing-Sales Tasks

The alignment between marketing and sales is critical for converting leads into loyal customers and maximizing revenue.

Automation plays a pivotal role in bridging the gap between these two departments, making tasks like upselling, live chat, lead qualification, and lead scoring more efficient and effective.

In this section, we will explore how automation enhances these marketing-sales tasks, ultimately driving higher conversion rates and revenue growth.

Upselling Customers

Upselling is a valuable sales technique that involves encouraging customers to purchase additional products or services beyond their initial purchase.

Automation can aid in upselling by:

  • Recommending Complementary Products: Based on the customer’s purchase history and browsing behavior, automation can suggest relevant add-on products or upgrades.
  • Sending Personalized Offers: Automation tools can trigger automated email or notification campaigns to present exclusive upsell offers to customers.
  • Tracking Customer Behavior: Automation allows you to monitor how customers interact with your website and products, enabling timely upsell opportunities.

By automating the upselling process, you can increase your average transaction value and boost overall revenue, all while providing customers with valuable and relevant offers.

Live Chat

Live chat is a powerful tool for engaging with potential customers in real-time and addressing their questions or concerns.

Automation can enhance the live chat experience by:

  • Chatbots: Implement chatbots that can handle common inquiries and provide instant responses, even outside business hours.
  • Routing Inquiries: Automation can route incoming live chat inquiries to the appropriate sales representatives or customer support agents.
  • Data Collection: Use automation to collect essential customer information during live chat sessions, streamlining lead qualification.

Automated live chat ensures that your potential customers receive immediate assistance and support, improving their experience and increasing the likelihood of conversion.

Lead Qualification

Lead qualification is the process of determining whether a lead is a good fit for your products or services.

Automation can expedite this process by:

  • Predefined Criteria: Establish automated criteria for lead qualification, considering factors like demographics, budget, and buying intent.
  • Form Submission Analysis: Automation tools can analyze the information provided in lead generation forms to assess the lead’s suitability.
  • Lead Scoring: Assign lead scores based on predefined criteria, allowing you to prioritize high-quality leads for immediate attention.

Automated lead qualification ensures that your sales team focuses their efforts on leads with the highest potential, increasing efficiency and closing rates.

Lead Scoring

Lead scoring assigns numerical values to leads based on their behavior and engagement with your brand.

Automation can assist in lead scoring by:

  • Tracking Engagement: Automation tools monitor interactions with your content, emails, and website, assigning scores for various actions.
  • Behavioral Triggers: Set up automated workflows that trigger specific actions when leads reach a certain score threshold.
  • Integration with CRM: Automation integrates with your Customer Relationship Management (CRM) system to ensure that lead scores are up-to-date and accessible to your sales team.

Automated lead scoring enables your sales team to focus their efforts on leads that are most likely to convert, resulting in higher conversion rates and more efficient use of resources.


Incorporating automation into your marketing strategy is no longer a luxury but a necessity in today’s competitive business landscape. By automating email, lead generation, social media, content, SEO, and marketing-sales tasks, you can save time, reduce manual errors, and enhance the overall effectiveness of your marketing efforts.

Remember that automation is not a one-size-fits-all solution. It’s essential to evaluate your specific business needs, goals, and target audience to determine which tasks can be automated and which require a personal touch.

With the right combination of automation tools and strategies, you can position your business for success and achieve better results in less time. Embrace the power of automation, and watch your marketing efforts thrive in the digital age.

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