Here we examine two other necessary precursors to the implementation of a successful automation strategy:
Understanding the difference between a task and a process, and creating a decision framework for campaign management workflows.
Mapping Your Workflow: Task, Process & Data Integration
Each circle in the workflow is a task (i.e. targeting criteria/creative assets and campaign setup), while each line between each circle is a process (i.e. the transition from targeting criteria and creative assets to setting up your campaign).
One Technology Will Not Fit All
Remember: When it comes to automation, one of the biggest mistakes an organization can make is to put its tech needs first.
Creating a Decision Framework For Marketing Automation
Try automating routine campaign tasks and processes that don't require complex integration and don't change frequently.