Make for Marketing Automation

• Basic understanding of marketing workflows and CRM tools
• Experience using platforms like Mailchimp, HubSpot, or similar tools
• Familiarity with automation tools and concepts

Audience

• Digital marketers
• Marketing automation specialists
• CRM managers

Make is a versatile automation tool that helps marketing teams streamline campaigns, synchronize data across platforms, and create personalized customer journeys. 

This instructor-led, live training (online or onsite) is aimed at intermediate-level marketing professionals who wish to automate repetitive tasks, nurture leads effectively, and optimize customer engagement through workflow automation.

By the end of this training, participants will be able to:

• Use Make to automate marketing campaigns and lead nurturing workflows.
• Create personalized customer journey maps through integrated platforms.
• Sync data across marketing tools like Mailchimp, HubSpot, and social media platforms.
• Monitor and analyze automated workflows to optimize campaign performance.
• Adopt best practices for scalable marketing automation strategies.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Make for Marketing Automation

• Overview of Make and its applications in marketing
• Connecting Make with popular marketing tools
• Setting up your automation environment

Automating Marketing Campaigns

• Creating email marketing workflows with Mailchimp
• Automating social media scheduling and posts
• Tracking and managing campaign performance

Lead Nurturing and Customer Engagement

• Designing automated lead nurturing workflows
• Personalizing customer interactions through Make
• Segmenting and targeting leads effectively

Syncing Data Between Platforms

• Integrating HubSpot with other tools for seamless data flow
• Automating CRM updates and synchronization
• Managing customer data securely and efficiently

Optimizing Customer Journeys

• Mapping customer journeys with Make
• Automating responses based on customer behaviors
• Enhancing personalization through data-driven insights

Monitoring and Troubleshooting Workflows

• Using Make’s dashboard for workflow monitoring
• Troubleshooting errors and optimizing workflows
• Measuring and improving automation performance

Best Practices for Scalable Marketing Automation

• Adopting reusable templates for marketing workflows
• Ensuring data security and compliance
• Scaling automation for growing marketing needs

Summary and Next Steps