Marketing Automation: What You Need to Know

"Marketing automation" is more than just a buzzword - it is a very real practice that is empowering marketers around the world to accomplish more than ever in a shorter amount of time. At its core, marketing automation is a term used to describe a set of software, technologies, and other platforms that automate marketing on certain channels. These can include e-mail, social media, websites, and more. The idea is that by automating certain repetitive tasks that, while hugely important are also time-consuming, you unlock a host of additional benefits that can't be ignored.

Reaching Customers on a Deeper Level

Targeted marketing has always been the bread and butter of many businesses in terms of increasing customer engagement. People don't want to feel like they're just one of a million different people being marketed to simultaneously - they want to feel like your business is taking time out of its busy day to speak to them directly. This helps increase the effectiveness of your marketing materials and is also a great way to take an average customer and turn them into a loyal brand advocate at the same time.

The issue here is that this historically takes a lot of time - or at least, it used to. Marketing automation is one of the best tools that you currently have to reach your unique customers in a meaningful way. Previously, you would have to manually segment customers based on things like your buyer personas. You would have to spend time creating these niche groups of customers based on their personalities, their needs, their likes and dislikes and more. While effective, this takes a great deal of time.

With marketing automation, however, you can simply create restrictions that will allow your software resources to segment these customers automatically based on whatever criteria you want. You get the exact same beneficial end result, but you only had to spend a fraction of the time in order to get there.

What Marketing Automation Is NOT

When people hear the term "automation," they often call to mind images of technological solutions or other IT developments that are designed to completely replace the jobs of human employees. While that may be true in an environment like a factory floor, this couldn't be farther from reality in terms of marketing.

Marketing automation is not designed to be a replacement for your marketing team or the hard work they're doing - it's designed to be supplemental to the existing experience. Automation isn't an excuse to hire one less employee, but to free up that employee's valuable time to put to better use elsewhere within your organization. Maybe Thomas shouldn't be spending so much of his day writing and sending out new tweets or Facebook updates every time you publish a new piece of content - maybe that should happen instantly so that Thomas can work on something a bit more important to your larger business objectives.

These are just a few of the major advantages that marketing automation is bringing to the table in terms of what the industry looks like today. By automating certain basic marketing functions, it's enabling your employees to do better work in a more fundamental way. It gives them the ability to work "smarter, not harder," so to speak.

Change Your Leadership Style to Match Your Company's Vision

Nobody likes being told what to do. It rarely matters who is doing the telling, you just feel that tension rise in your neck and a little rush of adrenaline as your inner 2-year old shouts, "You're not the boss of me!" Then, that thought that you're an actual adult enters your mind and you usually do what you're told, because inevitably, the person telling you what to do is technically the boss of you in some fashion.

When it comes to getting things done in business, someone has to be told what to do, otherwise, nobody would know what to do, right? While this statement has some truth to it, there are effective ways that you can direct people without channeling your inner dictator and incurring the seething wrath of your employees.

Successful leadership styles are not the same as they were twenty years ago. Employees no longer respond favorably to top-down directives. They want a more collaborative environment where their ideas are valued. They want to feel as though they have some sort of stake in the game. If you see your company as the next Google or Zappos and want to attract and retain the talent to match, you may already have that inkling that autocratic and directive leadership styles just will not do.

Today's employees are more responsive to a democratic and more participative leadership style, where creative thinking and individual ownership of projects is emphasized. With this type of leadership style, it is not the leader or boss who is central to the decision-making process, rather, it's the group. Think podium dictatorship versus collaborative round-table.

For an example of this, imagine your company designs and builds laptops:

Podium Dictator calls a staff meeting and tells everyone that this year they want the new model to be something no one has ever seen before. Something game-changing. That is why this year you are going to build triangular-shaped, green laptops. Collective eye-rolling ensues and everyone files back to their desks like prisoners in a chain gang. These employees will either polish up their resumes or begin the soul-sucking task of putting a bad idea into production.

On the other side of the coin, the round-table leader asks for a meeting and describes the grand vision - the design of a game-changing laptop. Regardless of how badly this leader wants a triangular-shaped, green laptop, this leader understands that they have a creative and powerful team of designers who know what game-changing really means. This leader asks for ideas. The designers around the round table feel empowered and their creative juices start to flow. Concepts are thrown up on a white board. Truly revolutionary ideas begin to form. There may even be some green involved...

You can see the difference pretty clearly, right? The collaborative leader has just empowered the group to create while the dictator has told the group what to do. Who will have the happier employees and the better product?

This new generation of leaders is able to hire talent that fits well within this new working model. They are able to clearly articulate their vision, manage expectations, and keep the project on track within that vision. They also have the self-control to allow the process to happen with the team that they've built. Micromanagers need not apply. When employees feel they have more control over their working environment and schedule (within the confines of the greater vision, of course), they truly want to make the company's vision a reality.

Frequency in Marketing: Striking a Balance Between Quantity and Quality

As marketing professionals, we hear it time and again - one of the fastest ways to turn a prospective client into someone that wants nothing to do with your business is to contact them too many times in too short of a period. People don't like to be bombarded with marketing materials - it makes them feel overwhelmed and can be quite off-putting. Despite this, quantity is still important, as you always want to keep your brand at the forefront of their minds. Contacting too frequently can give the perception that your materials lack quality, however, which is why striking the right balance between the two is so important.

The Google of it All

Search engine giant Google has made a number of significant changes to its algorithm in recent years, starting with Panda in 2011. These updates have regularly been designed to penalize low-quality sites that spam the Internet with content, weeding them out of the top portions of search results to be replaced with sites that are actually relevant to what Google's own users are really looking for. Despite this, Google still places a high priority on sites that update regularly. A site that posts one blog post every day is seen as more authoritative than one that only posts once a month.

So what, exactly, is this trying to tell us when it comes to quality versus quantity?

The answer is simple: while both are important, your marketing campaigns need to be crafted with an eye on relevance and value first, everything else second. Period. End of story. Google's own representatives have said time and again that the search engine is designed in such a way that so long as you are constantly putting well-designed, high-value content out into the world, everything else will essentially take care of itself. We're inclined to agree, but we're willing to take it one step further - we don't believe that this logic begins and ends with Google.

Taking This With You Into the Print World

Even though Google's stance on quality versus quantity exists exclusively in the digital world, it's still a great set of best practices to take with you when crafting print marketing materials, too. By taking the rules and guidelines set forth by search engines like Google and applying them to all of your marketing materials regardless of channel, you're building a much stronger foundation by which you can put your best foot forward to both prospecting and existing customers alike.

Essentially, just because you won't get penalized by Google for sending a customer a print flyer through the post office twice a week doesn't mean that you should. Google's "rules" are built on a tremendous amount of study into things like customer preferences and buying habits. The playing field may change (as your print materials don't affect your SEO in any way), but the logic that those guidelines were founded on remains the same. Google spent a huge amount of money figuring out that Mark from Atlanta doesn't like it when businesses send him high volumes of low-value materials twice a week, so use what Google is trying to tell you to your advantage.

Frequency in marketing is always a delicate balance to strike. Quantity is important, as making contact too infrequently can quickly cause your brand to be forgotten by even the most loyal customers. You should never place a bigger emphasis on volume than on quality, however, which is why quality should always be your number one concern. If you focus on creating the best marketing content that you can first, everything else will fall into place pretty naturally.

Pull Back the Curtain: Providing a Backstage Glimpse of Your Company

One of the primary objectives of any marketing campaign you run has nothing to do with selling your product or service. While these will always be important, equally necessary is your ability to sell yourself as a company. People want to know more about the people who work in your business and the values and ideals that you have. They want to be able to look at you as an authority. Pulling back the curtain and providing a "backstage" glimpse into your product or service is one of the single, best ways to accomplish both of these things at the same time.

The Benefits of the Backstage Approach

One of the major benefits of this type of "backstage" approach is that it helps position you as a true authority on a particular topic. It's one thing for you to SAY that a product performs X, Y, and Z functions - it's another thing entirely to prove it by providing an unprecedented look into the design and development process. You can shed insight on your decision-making process, for example, helping them to not only SEE what your product does but WHY.

Taking a "backstage" approach to marketing also helps to strengthen the intimate, organic connection you're able to create with your target audience - thus helping to build brand loyalty. Think about it from the perspective of the entertainment industry, as celebrities, in particular, are masters at this. DVDs are filled with hours of special features outlining how a scene was shot, how a script was written, how a special effect was pulled off and more. This instantly makes something that cost hundreds of millions of dollars to make seem smaller and more intimate, while letting audiences take their experience to a whole new level at the same time. Providing a similar look into your own operation will have the same effect for you, too.


Pulling Back the Curtain

Unless you're launching a product that is shrouded in complete secrecy, you can start pulling back the curtain pretty much right away. Even if it's something as simple as updating a weekly blog post with sketches, schematics, and other materials from the research and development phase, this will go a long way towards increasing transparency across the board. Have employees talk about the specific work they're doing on a daily basis and how even though they're all working separately, they're all contributing to a larger whole.

This startlingly simple approach helps to close the gap in between business and customer, making a customer actually feel like they're a natural part of the process. When you combine this with all of your other marketing techniques, you're looking at a striking amount of loyalty built just from publicizing activities that were already going on behind closed doors anyway.

These are just a few of the many reasons why providing a "backstage" glimpse can help bring your product or service to life. Not only does it help provide a valuable context to the particular product or service that you're trying to sell, but it also helps build a strong, positive impression of your company. People will stop seeing you as a faceless entity and will start looking at you more like the living, breathing, hardworking people that you really are. This will only deepen the connection that you have with your target audience and make interaction more meaningful in the future.

Turning Failure Into Success - Stories of Famous Achievers and Their Failures

Every entrepreneur, and I do mean every, has had a taste of failure at one time or another. The slam-dunk business idea that landed flat. The star product that fizzled out. It happens more often than you really hear about, but to those individuals that it's happening to, the "failures" can be seriously disheartening. If you're feeling a bit down about a business venture that didn't go as you planned, don't lose hope. Countless well-known and successful individuals have achieved their dreams despite multiple setbacks. Their stories are sure to inspire you.

Henry Ford
Best known for the most ubiquitous automobile on the road today, Ford founder, Henry Ford had a rocky start. Early on in his life, Ford worked as an engineer for the Edison Illuminating Company in Detroit. It was during this time that he built the first gasoline-powered horseless carriage in a shed behind his home. Due to a number of factors, including controversial views on politics and battles with the United Automobile Workers, Ford reportedly went broke three different times. Despite numerous setbacks, Ford went on to develop new methods for mass production that put the automobile within the reach of ordinary citizens.

Louis Pasteur
Louis Pasteur was a French Chemist and Microbiologist most well-known for his invention of pasteurization, a process that kills bacteria in food through extreme heat. Beyond making food safer for people for years to come, this below-average chemistry student is also responsible for creating vaccines for anthrax and rabies. Not bad for a student ranked 15 out of 22 chemistry students!

George Lucas
George Lucas...the man that brought us Luke Skywalker, Han Solo, Darth Vader, and the Force, fueled every kids' dream of being a fighter pilot in outer space. It's hard to imagine that a franchise worth over $30 billion began with rejections from every studio in Hollywood before 20th Century Fox finally took a chance on it. We shudder to think what would have happened had he just given up and went home.

He's what George Lucas says about failure: "If you're creating things, you're doing things that have a high potential for failure, especially if you're doing things that haven't been done before. And you learn from those things. No matter how you cut it, you say, 'Well, that didn't work,' or, 'Well, this didn't work,' or 'That was not the best idea.' And you use that information that you've gotten, which is experience... Failure is another word for experience."

Walt Disney
Known for his fanciful theme parks and animated children's tales, Walt Disney wasn't always living in the lap of luxury. Countless instances of adversity rained down on Disney in his early years as an animator. After having to dissolve his company in 1921, he was unable to pay his rent and was living on dog food to survive. Later, after gaining some success with a cartoon character named Oswald the Rabbit, Universal obtained ownership of the character and hired all of Disney's artists when Disney tried to negotiate with Universal Studios to increase his pay. Not surprisingly, Disney reportedly suffered from depression during his long career. The suffering and perseverance paid off, as assets of the Walt Disney Company are currently in excess of $89 billion in 2015.

Dr. Seuss
Who would have thought that one of the most well-known and revered children's book authors had trouble getting his writing career off of the ground? It's true, though. The crafty "Cat in the Hat" creator was reportedly rejected by 27 publishers for his first book "And to Think That I Saw it on Mulberry Street." The 28th publisher, Vanguard Press, took a chance on the young author, ultimately selling over 6 million copies of that first book. Since then, Dr. Suess has published over 40 books and sold over 600 million copies. The best part is how he made a positive impact on the lives of millions of kids around the world.

Remember, you write your own stories, so you are in control of writing your ending. Will those "failures" become opportunities or excuses to quit?

Anticipation is Your Friend: The Art of Teasing a Product or Service Before a Proper Launch

All of your print marketing materials should be designed to evoke an emotional response. Most of the time when you're marketing a product or service, your goal is to convince people to spend money on what it is that you have to offer AFTER the fact. This is time consuming and isn't always successful, especially in a crowded sea of competitors. But what if there was a way for you to start your print marketing momentum well in advance of the actual product or service's release? What if there was a way to build so much momentum leading up to that day that all of the hard work from a marketing perspective had already been done for you?

Luckily, there is a way to accomplish all of this and more. By spending your marketing dollars pre-emptively and teasing the launch of your product or service well in advance, you can build the type of hype that will continue to pay dividends for a lifetime.

The Most Efficient Marketing Engine on the Planet - Disney

Perhaps the most powerful marketing machine in existence belongs to The Walt Disney Company - and this isn't just because they seem to have unlimited financial resources at their disposal. Consider the masterful way that they built anticipation for "Star Wars Episode VII: The Force Awakens." Starting a full year out from the premiere of the movie, a teaser trailer was released to build anticipation. Since that opening salvo, we were bombarded with a steady stream of marketing content, from tie-in comic books to a toy launch event that was treated as a national holiday, and more. Anticipation for a new "Star Wars" film could not have been higher going into its release, but what did all of that marketing really tell us about the film itself?

The answer is "not much." People knew what it was called, knew who was in it, knew it had the words "Star Wars" in the title and very little else. So, why was the hype going into the release of the film so massive if people actually knew next to nothing about it, let alone whether or not it would be good? Because of the power of "anticipation" in action.

Little By Little

When building anticipation for a product or service ahead of its release, the key is to understand just how powerful saying very little can actually be. You don't want a print marketing material to literally say "this is what this does and this is why you want it." Doing so removes the air of mystery from the proceedings, which is one of the key ingredients when building anticipation. You need to focus on core images or small facts that only hint at a much larger whole. You want people to say to themselves "I NEED to know more about what this is," because at that point you've got their attention. Once you have their attention, the actual product or service itself can help make sure that you never let go.

Focus On the Problem, Not the Solution

Say you had a product or service that made it easier for stay-at-home moms to get the kids off to school in the morning. If you wanted to build anticipation in your print marketing materials, you might focus on that particular problem above all else. The different waves of your campaign would be devoted to essentially confirming what they already know - "kids tend to not be cooperative in the morning, if only you had more hours in a day, it's difficult to manage your own schedule and theirs at the same time, etc." Then, you might tease with a bold statement like, "We're about to change all that. Stay tuned for more information," and continue to hit them with additional marketing materials in the run-up to the actual launch.

Not only have you appealed to their sentiments and hinted at how you're about to change their lives in an emotional way, but you've also begun to build anticipation at the same time. The great thing about anticipation is that it tends to snowball - if you can get a customer excited today, your focus can then become on KEEPING them excited, which is significantly easier and less time consuming than getting their attention in the first place.

Anticipation is one of the single best assets that you have in your quest to connect with your target audience in new and meaningful ways. If you can play the "anticipation game" in the right way, you won't have to worry about convincing people to engage with your product or service when it launches. They'll come directly to you - they practically won't be able to help themselves.

How Social Media Changes Everything in Terms of Customer Engagement

Customer engagement has always been one of the primary contributing factors when it comes to strengthening a brand or growing a business, but this is especially true in an era where social media rules the day. The conversation between a business and its customers is more important than ever, but the actual mechanism through which that conversation is unfolding has changed dramatically in a short period of time. When it comes to customer engagement and social media, there are a number of important things to keep in mind.

All Eyes Are On You

Perhaps the biggest factor to understand when it comes to social media and customer engagement is the idea that a conversation between a business and its customers is both more intimate and more public than it has ever been. If a customer has a positive experience with a representative of your brand on their Twitter page, they're never more than a mouse-click away from telling all of their friends about it. The reverse is also true - a negative experience on a site like Facebook can have huge potential ramifications due to the public nature of that conversation in the first place.

If you search for your brand's name on Twitter and see users talking about an issue they're having, you can easily interject with some troubleshooting tips to help them get the most from their product or service. Not only did you solve their problem, but they also didn't have to ask for help - this is a "win-win" scenario as far as customer engagement is concerned.

There Are No More Small Problems

Consider the public relations nightmare that Entenmann's created for itself, for example. One day, a social media marketer at Entenmann's hopped on Twitter, looked at the current worldwide trending topics and noticed that one happened to be #notguilty. Sensing an opportunity to both interject into a popular conversation and craft a pretty solid pun at the same time, the brand sent out a tweet asking who was "#notguilty about eating all the tasty treats they want."

The issue with this is that, as it turns out, the #notguilty hashtag was created as a result of the highly controversial Casey Anthony trial - the verdict of which had just come down earlier that day. Suddenly a seemingly innocuous tweet about snack cakes turned into a national nightmare for the brand as they were seen as obtuse at best and highly insensitive at worst - all of which could have been avoided had the marketer just clicked on the hashtag to see what it was actually referring to. This is the type of major issue that simply didn't exist five years ago before social media became such a permanent fixture in our lives.

These are just a few of the many ways that social media has changed just about everything in terms of customer engagement in the digital age. We believe that success in this field requires a deeper understanding of the game that you're now playing as a business owner, so to speak. It's now easier than ever to pay attention to the conversations that your customers are having with one another and interject in positive and meaningful ways. This is a two-way street, however - one wrong move and you're potentially looking at a PR nightmare on a massive scale, so making sure that you're always putting your best foot forward is more important than ever.