Marketing Automation

Marketing Automation

Software that automates repetitive marketing tasks like email sends, segmentation, lead scoring, and multi-step campaigns.

Definition

Marketing automation is the use of software to execute marketing actions — sending emails, updating contacts, scoring leads, posting on social — based on rules, schedules, and behavior. It typically includes a workflow builder, audience segmentation, multi-channel sends, A/B testing, and analytics. The goal is to scale personalized outreach without scaling headcount, and to keep messaging consistent across the customer journey.

Example

A workflow watches for a "demo requested" event, sends a confirmation email, waits 24 hours, sends a reminder, and tags the contact if they actually attend.

How it relates to WellPlan

WellPlan's visual workflow builder lets you orchestrate email, SMS, WhatsApp, voice, and CRM actions in one place. See the AI workflow feature.

Related pages

Related terms

See Marketing Automation in WellPlan

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