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Marketing automation can be a godsend for small businesses. With limited time, resources, and team members on hand, automating repetitive tasks and processes allows your small business to do more with less for better marketing results. But even the robots need a little help doing their jobs.

To make sure that you’re optimizing your business’s usage of marketing automation, it pays to take a step back and overview the best practices that others have learned along the way. And to make it easy for you, we’ve compiled some of the very best small business marketing automation tips and must-dos from around the web.

Ready? Let’s get into it.

1. Choose Your Software Carefully

Not all marketing automation solutions are created equally. Keep in mind that, while there are certainly a lot of great options out there, not all of them are necessarily right for your business. Put time and effort into researching marketing automation software so you can be sure to make the right pick, and don’t be afraid to drill vendors on the things that matter most to your company, including data integration capabilities with your existing software solutions and the platform’s strengths and weaknesses.

Source: CRM Magazine

2. Build Your List — Don’t Buy It

“Your campaigns are only as good as your list,” says Debbie Farese, Senior Manager of Product Marketing for HubSpot. And if you really want your list to pull its weight, it needs to be filled with qualified leads. So while it might be tempting to get the instant engagement push that buying a contact list can give you, there’s no point in doing so if those leads aren’t interested in what you’re selling.

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Source: HubSpot

3. Put Strategy First

It’s difficult to maximize the utility of your marketing automation platform if you’re not sure exactly what you’re trying to achieve. Defining a clear strategy is key at each step of the process, from choosing your best software option to tracking and analyzing your customer data. The more you understand what you’re looking for, the more you’ll be able to steer your marketing automation in the right direction.

Source: Martech Advisor

4. Produce Great Content

Marketing automation can exceed your expectations when it comes to disseminating content, but it can’t create the content for you. You’ll still need to plan, create, and refine the content that you share with your leads, with a focus on quality and originality. Not only will you get more benefits out of your marketing automation platform, you’ll also get more conversions.

Source: ActiveCampaign

5. Offer Training

Whether your marketing team is five people, two people, or just you, it’s important that you provide training on how to use the platform you’ve put in place. Even the best marketing automation solutions might not be very intuitive to use, and if you don’t get an advanced overview of what you’re working with you’ll probably end up misusing or neglecting key features. Pretty much all vendors offer training services, so talk to your sales rep about getting set up.

Source: Act-On

6. Think Agile

Instead of trying to set up everything at once, start with just one or two processes and build from there. The agile method of marketing is based on data — not assumptions. By executing a small number of strategies and then tracking the data for actionable insights, you create campaigns that are more likely to drive conversions and engagement, and you avoid some of the common mistakes that you might otherwise end up repeating from campaign to campaign.

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Source: Forbes

7. Segment Your Contact List

Segmentation is instrumental in effective marketing automation. By dividing your contact list into targeted subsets, you ensure that you’re reaching the right people with the right message at the right time—and that’s crucial if you want to convert.

Source: Soffront

8. Develop Customer Personas

Speaking of segmentation, it helps to assign personas to each subset list. Customer personas are a solution to today’s marketing challenge of needing to address each customer personally but not having the time to write out individual messages. When developing yours, try to get as specific as you can, identifying not just the core demographics of certain types of customers but their pain points, behaviors, and objectives.

Source: Small Business Trends

Automation is still a relatively new player in the marketing game. While we can’t predict exactly how it will change and evolve over time, we can tell you that following the tips above will help you get more value of your automation platform — regardless of how it functions. Use your vendor as a resource to help you navigate the platform as efficiently as possible, and if something isn’t working right, look for ways to improve your own processes first, instead of giving up on the system.

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