Episode 106: 5 Steps To Set Up Your Email Marketing Automation Platform (The Tech Smart Boss Way)

Over the past 2 years, I’ve talked on the podcast a lot about content marketing, segmentation, customer personas, email deliverability, and automation.

But I’ve never pulled it all together into an actionable task list of how to set up an email marketing automation too to bring it all together, until this episode.

I just recently switched my email marketing automation platforms, so I found it very timely to share the steps I took so that you can have an idea of how to set up your own email marketing automation process.

In this episode, listen to the 5 steps that I took as I migrated my email marketing automation platform, why those steps are important, and which pieces of technology I used to do it.

Topics Discussed (Time Stamped)

01:52 Setting up a marketing automation framework
02:39 The best company he has worked with
03:27 Defining marketing automation
05:05 Workflow engine that allows you to automate things and take actions
06:33 Problems in the marketing automation space
07:37 Giving credit to Leadpages and what it is
11:37 Walking through some of the tips and best practices of setting up a marketing automation platform
12:06 Tag strategy or persona segmentation
14:02 Putting in different buckets
15:28 Life cycle stage segmentation
18:44 Importance of keeping your list clean
21:34 Rebuilding all the automation into the emails that go out
22:23 Sending short little emails to a long-term nurture segment
24:16 Sending specific messages to existing customers based on product updates
25:52 Building out a process
28:40 Starting to make a plan to use the system

Quotes Worth Sharing

02:18 “As a Tech Smart Boss, I like to experience and try new things.”

25:11 “The customer that doesn’t pay attention tends to be a customer that won’t remain a customer very long.”

Resources Mentioned


Thanks for listening and checking out the show notes,  any feedback, comments, or questions, send me an email at [email protected]

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