Marketing Automation Workshop Course Overview

Marketing Automation Workshop Course Overview

The Marketing Automation Workshop is a comprehensive course designed to help learners effectively set up and manage marketing campaigns using automation tools. The course begins with Module 1, which lays the foundation for successful marketing automation strategies.

Lesson 1: Perform Initial Setup introduces participants to the initial configuration processes necessary for marketing automation software. In Lesson 2: Complete Setup Tasks, learners will delve deeper into the setup, customizing the system to align with their unique business needs.

Lesson 3: Define Marketing Preferences and Campaign Management covers setting marketing preferences, while Lesson 4: Design Marketing Communications focuses on creating compelling marketing messages. Lesson 5: Work Leads and Opportunities teaches strategies for managing leads throughout the sales funnel.

Lesson 6: Target Marketing Groups emphasizes the importance of segmenting audiences for personalized marketing efforts. Lesson 7: Create and Manage Campaigns provides the know-how for launching and tracking marketing campaigns effectively.

Lesson 8: Incorporate Lead Nurturing is crucial for understanding how to develop relationships with prospects over time. Lastly, Lesson 9: Training On Demand Appendix offers additional resources for continuous learning.

This course is invaluable for those looking to harness the power of marketing automation to increase efficiency and drive sales.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 8 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
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♱ Excluding VAT/GST

Classroom Training price is on request

  • Live Online Training (Duration : 8 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To ensure that participants are prepared to fully engage with and benefit from the Marketing Automation Workshop course, the following prerequisites are recommended:


  • Basic understanding of marketing principles and strategies
  • Familiarity with digital marketing concepts such as email marketing, social media, and content marketing
  • Some experience with marketing campaigns and/or marketing planning
  • Comfort with using email and web browsers for online research
  • Ability to navigate through and comprehend software applications
  • Willingness to learn and adapt to new marketing technologies

Please note that while these prerequisites are not mandatory, they will help you to better understand the course material and apply the concepts taught during the training.


Target Audience for Marketing Automation Workshop

The Marketing Automation Workshop is designed for professionals seeking to streamline their marketing efforts and enhance campaign effectiveness.


  • Marketing Managers
  • Digital Marketing Specialists
  • Sales Professionals
  • Marketing Automation Consultants
  • CRM Specialists
  • Email Marketing Managers
  • Business Development Managers
  • Marketing Analysts
  • Content Strategists
  • Social Media Managers
  • E-commerce Managers
  • Entrepreneurs and Business Owners looking to automate their marketing processes


Learning Objectives - What you will Learn in this Marketing Automation Workshop?

Introduction to the Marketing Automation Workshop Course Learning Outcomes

In this workshop, participants will gain practical skills in setting up, managing, and optimizing marketing automation to drive effective marketing campaigns and lead nurturing strategies.

Learning Objectives and Outcomes

  • Understand the initial setup process for marketing automation tools, including platform configuration and system integrations.
  • Complete essential setup tasks to ensure the marketing automation system functions effectively for specific business needs.
  • Define and implement marketing preferences and campaign management protocols to align with organizational goals and compliance requirements.
  • Design compelling marketing communications tailored to target audiences, utilizing best practices for email, social media, and other channels.
  • Learn how to manage leads and opportunities through the automation system to improve conversion rates and customer engagement.
  • Identify and segment target marketing groups for personalized campaign strategies to enhance customer experience and response rates.
  • Create and manage diverse marketing campaigns, from conception to execution, measuring their success using automation tools.
  • Incorporate lead nurturing techniques to move prospects through the sales funnel, utilizing automated workflows and content delivery.
  • Utilize reporting and analytics features to track campaign performance, adjust strategies, and make data-driven decisions.
  • Access and leverage on-demand training resources to continue learning and adapting to new marketing automation features and best practices.