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Evergreen, build-along courses from the zoho.social newsroom. Follow a series end to end and finish with a working system — plus free templates to take with you.

Marketing Automation

10 lessons · evergreen

The course hub for our hands-on marketing automation series. Follow ten lessons to build a complete D2C automation system across all six customer lifecycle stages.

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  1. 1 What Is Marketing Automation? The Core Mental Model Marketing automation runs your best follow-up on autopilot. Here's the core trigger-condition-action model and the parts of a stack, show…
  2. 2 Customer Journey Mapping: Where Automation Actually Pays Before you switch on a single flow, map the stages your customers move through. Here's how to draw your lifecycle and spot the automation…
  3. 3 Marketing Automation Tools: Choosing Your D2C Stack Pick the right marketing automation tools by category and price band, wire them to your store events, and get consent and privacy right f…
  4. 4 How to Set Up Marketing Automation: Your First Workflow A step-by-step build of your first marketing automation workflow: a subscriber-to-first-purchase welcome series, from trigger to branch t…
  5. 5 Email Marketing Automation: The D2C Revenue Flows The four automated email flows that quietly drive most D2C revenue, and how to segment them by purchase behaviour so each message lands a…
  6. 6 SMS Marketing Automation: A Compliant, High-Converting Guide Layer SMS (and WhatsApp where it fits) onto your email flows the right way: explicit consent, quiet hours, easy STOP, and templates for c…
  7. 7 Customer Segmentation & Automation: The RFM Playbook Segment your buyers by recency, frequency and monetary value, then wire each segment to an automated action that moves customers through…
  8. 8 Marketing Automation ROI: Track Revenue by Flow & LTV Which of your automated flows actually make money? Learn to track attribution, revenue per recipient, AOV, repeat rate and LTV so you can…
  9. 9 AI Marketing Automation: When and How to Layer It On AI is moving from novelty to norm in marketing automation. Here's where it genuinely helps, when you're ready for it, and how to layer it…
  10. 10 Marketing Automation Case Study: The Full GlowKit Build The capstone: watch GlowKit's entire marketing automation system come together across all six lifecycle stages, with a real founder's sto…
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