Marketing Process Automation

Learn where and how to apply automation to marketing processes to reduce costs, increase your conversions, and tailor a customer journey.

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If you don't have a Workato account

Sign up for a free Automation Institute account here so you can access the course!


Welcome

In this course, you will learn how automation for marketing teams has changed and how you can take advantage of new automation technology to reduce costs, increase your conversions, and create connected customer journeys from end to end. 

 

Learning Objectives

Understand what enterprise automation means for marketing teams

Understand 3 steps for getting started with enterprise automation

Identify when and where to apply enterprise automation to marketing processes

Create inbound lead management process automations

Create virtual event automations

Plan automated campaign operations

Understand marketing process automation best practices

Locate additional resources

 

 

Certification

Complete each lesson, two quizzes, and take the final exam to earn your Marketing Process Automation Certification. 

 

 

 

 

 

 

People illustrations by Storyset

Curriculum

  • Lesson 1: Introduction to Enterprise Automation & Process Automation for Marketing Teams
  • Course Navigation
  • Introduction to Marketing Process Automation
  • Marketing Process Automation: Past, Present, and Future
  • Getting Started with Marketing Process Automation
  • Where and How to Apply Marketing Process Automation
  • Knowledge Check #1
  • Lesson 2: Inbound Lead Management Automation
  • Inbound Lead Management
  • Optional: Workato Demonstration - Inbound Lead Management
  • Lesson 3: Virtual Event Automation
  • Virtual Event Automation
  • Optional: Workato Demonstration - Virtual Event Automation
  • Knowledge Check #2
  • Lesson 4: Automated Campaign Operations
  • Automated Campaign Operations
  • Lesson 5: Marketing Process Automation Strategic Roadmap
  • Strategic Roadmap for Marketing Processes and Automation
  • Schedule an Automation Roadmap Assessment
  • Course Completion
  • Recap and Resources
  • Marketing Process Automation Certification Exam
  • Course Complete
  • Optional Survey

If you don't have a Workato account

Sign up for a free Automation Institute account here so you can access the course!


Welcome

In this course, you will learn how automation for marketing teams has changed and how you can take advantage of new automation technology to reduce costs, increase your conversions, and create connected customer journeys from end to end. 

 

Learning Objectives

Understand what enterprise automation means for marketing teams

Understand 3 steps for getting started with enterprise automation

Identify when and where to apply enterprise automation to marketing processes

Create inbound lead management process automations

Create virtual event automations

Plan automated campaign operations

Understand marketing process automation best practices

Locate additional resources

 

 

Certification

Complete each lesson, two quizzes, and take the final exam to earn your Marketing Process Automation Certification. 

 

 

 

 

 

 

People illustrations by Storyset

Curriculum

  • Lesson 1: Introduction to Enterprise Automation & Process Automation for Marketing Teams
  • Course Navigation
  • Introduction to Marketing Process Automation
  • Marketing Process Automation: Past, Present, and Future
  • Getting Started with Marketing Process Automation
  • Where and How to Apply Marketing Process Automation
  • Knowledge Check #1
  • Lesson 2: Inbound Lead Management Automation
  • Inbound Lead Management
  • Optional: Workato Demonstration - Inbound Lead Management
  • Lesson 3: Virtual Event Automation
  • Virtual Event Automation
  • Optional: Workato Demonstration - Virtual Event Automation
  • Knowledge Check #2
  • Lesson 4: Automated Campaign Operations
  • Automated Campaign Operations
  • Lesson 5: Marketing Process Automation Strategic Roadmap
  • Strategic Roadmap for Marketing Processes and Automation
  • Schedule an Automation Roadmap Assessment
  • Course Completion
  • Recap and Resources
  • Marketing Process Automation Certification Exam
  • Course Complete
  • Optional Survey