Become a Marketing Automation Expert: Beginner to AI Pro

Discover marketing automation basics, what it is and how to implement it with strategy and technology. Explore examples like email sequences, drip campaigns, lead scoring, and automated tasks in departments.

Compare traditional marketing automation tools with AI-first automation tools, focusing on data hosting, usability, and target users. Preview core automation fundamentals and upcoming AI topics.

Identify the trigger and the action that start a marketing automation. Explore how form submissions, emails, alerts, and list updates drive branching workflows.

Recap the basics of marketing automation, its role in business, and essential terminology like leads and CRM. Plan a from-scratch implementation with a clear strategy and practical tool use.

Configure consent and data privacy settings in your marketing automation tool, like HubSpot, to comply with GDPR and CCPA and to manage cookie banners and privacy policy.

Enable notifications for admins and teams to track key events. Integrate apps and migrate or sync CRM data, the core of marketing automation.

Learn how to set up CRM in marketing automation. Choose external or built-in CRM and manage data with direct integrations, Zapier/Make, or manual imports.

Set up a manual import by exporting a spreadsheet as CSV and importing it into your CRM or marketing automation tool, ensuring each data point maps to its own field.

Explore CRM app integrations, including data migration and two-way data sync, using app marketplaces, field mapping, and master data concepts to connect marketing automation tools with CRM systems.

Learn how every website form should trigger marketing automation, usually via email sequences, and how richer form data improves lead segmentation, nurturing, and CRM-based prioritization for B2B purchases.

Minimize lead capture fields to what's needed, avoid form obstacles, and emphasize benefits; use clear mandatory and optional choices and personalization to improve email relevance.

Explore creating high-conversion landing pages with a drag-and-drop builder, emphasizing one call to action, above-the-fold clarity, social proof, test-driven iteration, and CRM-driven lead capture and segmentation.

Master crm data management to keep your database organized, clean, and free of invalid or duplicate contacts while aligning lead segmentation with ongoing maintenance.

Enforce standard CRM data with capitalized names, complete job titles, and properly formatted phone numbers to support effective marketing automation.

Customize your CRM views and profiles across tools like HubSpot, Bravo, and Kit by adding key fields such as job title and country to see your audience at a glance.

Master CRM data cleanups by fixing formatting, using real first names for personalization, and deleting invalid records via lists and bounce filters for ongoing data hygiene.

Learn how to tag contacts and create segments or buckets in a CRM to tailor marketing messages across prospects, customers, and partners.

Explore static and dynamic lists for lead segmentation, and how tagging places contacts into buckets. See how Klaviyo and HubSpot implement lists and segments to automate updates.

Learn how automated tagging in marketing automation uses tracked actions and attributes to segment leads, trigger tags after form submissions, page views, or downloads, and support lead nurturing.

Explore the automations section of your marketing tool to see what you can track, starting with the start trigger and triggers like list changes, form fills, and ecommerce events.

Set up automated lead segmentation by triggering actions from user behavior, like form submissions, page visits, and email engagement, and tag contacts to fuel targeted nurturing campaigns.

Explore how tagging and list membership act as triggers for automated lead segmentation and nurturing in marketing automation, and learn to choose the trigger that minimizes duplicate work.

Explore automated lead segmentation based on attributes to identify ideal customers, tag hot leads, and nurture them toward buyers using triggers, fields, and industry examples.

Learn to design a segmentation strategy by defining must-have attributes and high-interest actions, and use lead scoring and nurturing to route good-fit leads toward high-value actions.

Lead scoring uses a points system within a marketing automation tool to categorize leads by actions and attributes, with points recalculated continuously as new data comes in.

Explore how to score leads using points, assess fit and engagement, and route them with thresholds to marketing nurture or sales, while handling false positives.

Use lead scoring to segment leads into score-based buckets, enroll them in targeted nurturing workflows, and route high-intent or false-positive leads with filters to optimize sales alerts.

Use a 0–100 lead scoring range to capture varied engagement, continuously review CRM examples, and factor in negative signals like unsubscribes and bounces to guide nurturing.

Learn to build an automated lead nurturing program by cycling between lead segmentation and nurturing workflows, using scoring, tagging, and lifecycle stages to move leads toward sales.

Learn when to pause or turn off nurturing sequences, and how new versus current contacts are affected across marketing automation tools.

Send simple, plain-text nurture emails to improve readability and engagement. Include one clear call to action per email and link to assets for tracking from a real sender.

Remove converted customers from email sequences to prevent overcommunication in lead nurturing, and automate unenrollment as sequences mix educational and commercial emails.

Activate lead nurturing with an unengaged sequence that emails non-engagers, sets a breakup ultimatum, and uses branching to move engaged leads while stopping those who show no interest.

Learn how to use multiple conditions in conditional splits to segment your audience by engagement, such as those who opened any of several emails, and apply filters to refine branches.

Learn how to configure workflow branching in Brevo by triggering from a contact list, sequencing emails, and using delay and split conditions to route based on email engagement and opens.