Execute your marketing automation strategy

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Once you have laid the foundation for your marketing automation, it’s time to execute the strategy.

Correlating customer journeys
Map the journeys of different customer types, products, and channels. Identify the journey and the different touchpoints within it. ClickUp Whiteboards is a great way to structure this collaborative marketing planning process .

Using ClickUp Whiteboards for Marketing Automation in the Enterprise

Visualize experiences and correlate customer journeys with ClickUp Boards

Creating automated workflows
Identify the journeys you want to automate for your customers. Draw out workflows for each of vp manufacturing production email list them and set them up with ClickUp Automations to trigger automatically.

ClickUp Automations

Email Automation with ClickUp

Choose from over 100 pre-built automation templates or design your own with ClickUp. Here are some marketing and project management automations you can set up.

Send a welcome email when a user subscribes to the newsletter
Send retention workflow when customer abandons a purchase
Automated sending of birthday greetings with personalized discount codes
Send nurturing campaigns to inactive accounts
Bonus: Check out the most important campaign management tools to consider as part of your marketing stack.

Create reusable content assets
To accompany the workflows you’re automating, create or upload content assets. Use ClickUp Docs to jot down brand guidelines. Use List view to see all your visual design assets in one view. With ClickUp Forms, create lead capture mechanisms and embed them on your landing pages.