Define Triggers and Automated Actions when Operating MA
Marketing automation, or MA, automates recurring marketing processes through defined triggers and actions.
Message delivery and useful information are different outcomes. Plan data use, stopping methods, and human handling.
Connect the Trigger with an Action
HubSpot’s documentation configures enrollment triggers and workflow actions. (HubSpot: Creating workflows) Connect an event such as form submission to the relevant information.
Check functionality against the actual subscription and permissions.
Define Data Use, Stopping, and Human Handling
Specify which data supports each message. Plan stopping actions and correction ownership.
Retain Work Requiring Human Judgment
People should investigate requests with undecided prices or scope.
Assess Process and Intake Results in a Trial
Test enrollment, delivery, and stopping with trial inputs. Record enquiries and handling effort alongside process counts.
Keep destination pages current with prices and signup methods.
Distinguish enrolled people from recipients of relevant information. Test duplicate delivery and continued messages after information becomes unnecessary. Compare system records with enquiries handled by people.
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