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How to Transition from Email Marketing to Marketing Automation

So you are geared up to take your marketing campaign to the next level and avail benefits that marketing automation offers?
But if you are not sure how to get started, this guide is just for you. Packed with information, you also get 3 actionable steps that will help you get started today.

This guide can prove to be a boon for you if you have been leveraging email marketing and want to experiment with marketing automation to maximize its benefits. Now, when you are just beginning automation practice, and don’t have proper guidance in place, it could get confusing. This guide contains some of the easy ways and techniques to approach marketing automation.

So here are three actionable steps that will get you started:

1. Document

Do you know how helpful it could be to lay down your process that showcases how you convert a prospect to a customer? Having everything clearly laid out helps you point the loopholes as well as some excellent points.

No matter whether it is a brief or a lengthy process, it is advisable to always note down the process – your current marketing and sales ones. Often underestimated, this one step is crucial and imperative, to begin with. Laying down the processes will give you clarity and a boost to move forward.

While it might take some time to do this, it is completely worth it. The only thing you need to do perfectly is – brainstorming. The idea is to get clear about your process. A fixed place like a notepad or an app is the key as it will store all your data in one place. Not just this, it will remain with you through the entire process.

This is to say that dedicating a notepad or an app to automation ensures that you keep on adding to it, the future changes and add-ons.
Also, having all the data in one place makes it easier for you to scale your progress as your business reaches new heights.

Here is what you can include:

  • Administration tasks
  • Applying tags
  • Collection of contact information
  • Follow up email
  • Sales rep; And so on.

This was to give you a gist. In a nutshell, you should document all of the data to have better control over them.
Now, this being a crucial step, a lot of people do not find themselves sticking to it. But not to worry, if you do not wish to carry out this step, the next one is another option that you can opt for.

2. Clarify

Aritic PinPoint’s customer success representatives ensure you get clarity on the strategies you are using. If you struggle with the above point, then this is the thing for you.

Through this, you gain clarity on your existing strategies and how you employ them. Also, it tells you how exactly you can deploy these strategies to maximize their benefits. The conversation will provide you with clarity on:

  1. Customer Journey processes (contact-facing processes)
  2. Administrative Processes (all the behind-the-scenes processes)

Customer journey processes include:

On the other hand, administrative processes include:

3. Build

Now that you have set the stones in place, it is time to step on to them and get to the destination!

After you have gained some clarity in your sales and marketing processes, you are all set to build the platform. Begin with the Customer Journey Process. Start from the point where the customer has the first impression. It could be having a first form submitted by your contact or a subscription to your email list.

And from there, sequentially map it out. The said map should clearly exhibit the customer journey after the first point. You need to build out all the points after the initial one; from the first impression to the conversion stage.

Now, a great option to take into consideration here is the Split testing action. This is useful, especially when you are unsure of the best way to design a process. So through A/B testing action, you get to know the winning path.

build contact


There are more factors to marketing automation than you might think. Just know that transition to marketing automation is an ongoing process and requires constant attention. Even if you make a few errors here and there, it is completely fine. This way, you will know what needs improvisation and what works the best. You should continue to strive by generating new ideas, experimenting, documenting and processing data and making things work out on Aritic PinPoint. So tell us in the comment section that what has proved to be a boon for you and how did it work out for you?

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