Automation tasks focus on setting up workflows that save you time by automatically handling repetitive marketing processes. Whether it’s sending emails, managing contacts, or triggering actions across your marketing platforms, these tasks keep your campaigns running smoothly with minimal manual input.
If you want your marketing to work smarter, not harder, automation is the key.
Examples of Common Automation Tasks
Here are typical automation jobs we handle:
- Set Up an Email Automation Sequence
Have a series of emails to send automatically (welcome series, follow-ups, reminders)? Share the email content and timing, and we’ll build the workflow in your platform. - Connect Your Lead Capture Form to Your Email Platform
If you need leads from your website or landing page to flow directly into your email marketing tool or CRM, send us the form details and connection info. - Tag Contacts Based on Actions
Want to organise your contacts automatically (e.g., tag people who download a lead magnet or click a link)? We can create tags and rules to keep your lists tidy and targeted. - Set Up Event or Webinar Registrations
Running a webinar or event and want to automate sign-ups, reminders, and follow-ups? Provide the details and we’ll set up the entire flow. - Integrate Third-Party Tools
Need to link your CRM, payment processor, webinar platform, or other tools with your marketing system? We’ll connect them to automate data flow and trigger actions. - Automate SMS or Push Notifications
If your platform supports it, we can help set up automated text messages or push notifications based on specific triggers. - Create Lead Scoring or Qualification Automations
Want to automatically prioritise contacts based on their behaviour (opens, clicks, purchases)? We can configure scoring and actions tied to those scores. - Build Abandoned Cart or Purchase Follow-Up Automations
Selling online? We can set up workflows that automatically remind people who didn’t complete their purchase, or send thank-you emails after buying. - Schedule Automated Reports or Alerts
Need regular marketing performance reports sent to your inbox, or alerts when something specific happens? We’ll automate these for you. - Set Up Conditional Logic in Forms or Emails
Want your forms or emails to change based on how users respond? We can create conditional flows for a more personalised experience.
Not Sure if It’s Covered?
If your marketing platforms support automation, chances are we can help set it up. Just send your request and details, and we’ll either:
- Set it up for you, or
- Let you know what’s possible and point you towards the next best step.
