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How automation in digital marketing enhances customer experiences

Jan 31, 202510 min read
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Marketing automation can facilitate more productive work while creating individual customer interactions that increase ROI. Automating email campaigns, lead nurturing and customer segmentation generates measurable results, allowing your marketing operation to reach advanced levels.

Highlights

You’ll learn about why you need automation in marketing:

  • Increases productivity: You can automate repetitive tasks like email campaigns and lead nurturing and free up your team for creative strategies
  • Offers personalization at scale: Automation delivers customized messages based on behaviors and demographics, strengthening customer relationships and loyalty
  • Improves ROI: It reduces costs and focuses on strategies that drive results
  • Simplifies customer journeys: The right automation platform ensures timely, relevant interactions throughout the sales funnel

Do you find it challenging to keep up with changing digital marketing trends? Is your team spending more time performing mundane and repetitive tasks rather than productive work? Do you prefer traditional methods of reaching your customers?

That’s the problem. You spend too much time and resources with traditional methods, overwhelming your marketing and sales teams.

What happens when you spend hours crafting personalized emails for thousands of customers or endlessly managing social media posts? It’s exhausting, kills productivity and leaves little time for creativity. That’s where automation comes in.

With 91% of marketers able to achieve their objectives using marketing automation, adopting it helps you hit those KPIs and enhance customer journeys.

Marketing automation is critical for companies looking to optimize their marketing efforts and take their customer journeys one step forward. 

But what is automation in digital marketing and what are its benefits?

Let's find out.


What is automation in digital marketing?

Automation in digital marketing simplifies how your business manages and optimizes customer interactions by automating tasks like:

  • Lead scoring
  • Lead nurturing
  • Lead generation
  • Social media posts
  • Email campaigns
  • Customer segmentation
  • Ad targeting
  • Cross-selling
  • Upselling
  • Relationship marketing

Automated execution of these business activities ensures your content delivery reaches your customers when needed, generating a higher return on investment (ROI). With marketing automation delivering a return of $5.44 for every dollar spent, it's the key to marketing and business success.

One of the benefits of marketing automation is how it turns leads into qualified prospects. Using personalized content and automating customer segmentation, you guide potential customers through the sales funnel. This means the sales team gets more high-quality prospects, making their efforts efficient and impactful.

Good automation tools help you identify your audience, design content that resonates and automatically trigger actions based on customer behavior. By analyzing your marketing campaign, you can assess your results and implement adjustments to optimize performance. 

Fast-track digital experiences with Contentstack. Need to create digital experiences quickly? Contentstack's content and editorial engine enables you to reach new markets and create digital experiences faster. Manage content with ease and speed. Start your free trial today.

How can B2B companies use marketing automation?

A customer browses an online store. They spend time on a page featuring a popular product but leave without completing a purchase. This action triggers the system to send a personalized email a few hours later, offering a discount or reminding them about the product. 

This entire process is pre-designed by marketers using an automation platform.

Marketing automation systems use basic if-then logic. When customers subscribe to newsletters, marketing automation will initiate an automatic welcome series of messages to introduce them to the brand. After someone downloads an e-book, they can expect to receive additional emails containing supplemental content and promotional deals.

Benefits of marketing automation

Higher productivity and efficiency

Your customers expect you to see them as people with unique requirements, not just numbers to flaunt. Successful marketing automation removes repetitive tasks so your teams can spend more time on ideas and creative strategies. Automation tools can manage email campaigns, customer segmentation and data analysis. This keeps your messaging consistent, allows you to scale quickly, increases productivity and delivers meaningful customer experiences.

Personalization at scale

Marketing automation delivers personalized messages and experiences based on your customers' interests, behaviors, and demographics. Automation ensures each interaction, from email content to social media ads, is relevant and engaging. This level of personalization builds stronger customer relationships and engagement while driving loyalty and retention. 

Better conversion rates and lead management

Automating many steps between your marketing and sales teams gives your teams time to focus on marketing strategy and nurturing promising leads. More prospects lead to more customers, giving you a comprehensive and detailed picture of your customer behavior. When you know your customers, you send offers and messages that meet their requirements, pushing them down in the sales funnel. This shortens the sales cycle and increases conversion rates.

Improved ROI

Automating most of your processes reduces operational costs. This ensures you spend resources on strategies that make a difference, helping you get better results with less work. Also, when you deliver personalized content, you increase engagement and conversions, meaning more return on investment (ROI).

Smoother customer journey

Marketing automation ensures a smoother customer journey, making it more efficient. The right tools can guide your audience from the initial stages of discovery to making a purchase.

Imagine manually tracking every step a potential customer takes, such as browsing your website, clicking on an email or leaving items in their cart. Without automation, this process requires significant time and effort, as you need to individually follow up with prospects and deliver customized content at each stage.

Marketing automation handles these tasks for you. Whether displaying personalized ads based on browsing history or delivering relevant content to nurture leads, automation ensures that the right message reaches the right person at the right time.

Better data for smarter decisions

Most automation tools provide you with tons of customer data to use. The data helps you track metrics like email open rates, website behavior and purchase history. You can uncover patterns and preferences that influence your audience’s choices. 

For instance, e-commerce platforms can analyze abandoned cart data to see which products are often left behind, then adjust pricing or create bundle deals to encourage purchases. Similarly, tracking engagement with email campaigns allows you to draft future messages to better match customer interests. These insights make targeting more accurate and help you better understand the customer journey. When you use this data, every decision is informed and effective, driving better marketing results.

Types of marketing automation tools

Email marketing automation tools

With email generating an ROI of $42 for every $1 spent, the platform engages your audiences and drives results like no other platform. That’s why email marketing automation software takes your business to the next level. Automated email workflows help you in lead nurturing by sending personalized messages. These messages get triggered by user actions such as clicks, purchases or abandoned carts. These workflows allow you to deliver relevant content at the right time, guiding leads through the sales funnel.

Email marketing automation solutions include platforms specializing in automated drip campaigns, which send a series of scheduled emails designed to educate and convert leads over time. Dynamic email generation takes personalization even further. It uses user data to customize email content in real time, ensuring each customer receives relevant messages.

Customer relationship management (CRM) tools

Integrating marketing automation with CRM tools manages customer data and improves business processes. With this integration, data flows smoothly and provides accurate and up-to-date customer information. CRMs enhance the customer journey by combining insights from different touchpoints and tracking interactions across channels. 

The integration personalizes your marketing efforts, enhances lead management and ensures stronger teamwork between sales and marketing teams, which generates happy and committed customers.

Campaign management tools

Campaign management tools can execute and evaluate marketing campaigns across multiple channels. They reduce time by automating tasks like scheduling, performance tracking and campaign optimization, resulting in better results. Your marketing strategies will improve performance and ensure unified campaigns.

All-in-one-marketing platforms

For small businesses looking to grow, all-in-one marketing platforms provide solutions to simplify operations and support business expansion. These platforms integrate CRM, email marketing, lead tracking and campaign management in an intuitive and user-friendly environment. As these platforms manage various tasks, you can build customer relationships, implement marketing strategies and track performance. Having all these tools in one place saves time, increases productivity and scales your business.

Role of a headless CMS in marketing automation

A combination of headless CMS and marketing automation achieves higher marketing performance. A headless CMS provides centralized content management alongside multiple-channel content delivery but marketing automation personalizes customer engagement and interactions. Integrating these two makes your content look good and reaches the right people at the right time. 

You can customize your CMS content using marketing automation data, such as customer behavior engagement. This approach enhances user experience while capturing greater engagement and conversion rates. Automating repetitive tasks like lead nurturing and content distribution gives your team more time to focus on creative ideas and strategies.

Contentstack’s headless CMS simplifies your digital marketing. It integrates with your desired marketing tools, creating and delivering customized campaigns across multiple channels. With its modular approach, you can manage content more efficiently, create, share and optimize it faster. As a result, you launch campaigns quickly.

Contentstack performs automated content delivery through its APIs, personalizing messaging across web and mobile platforms with real-time updates. Headless CMS increases your marketing performance and your business becomes adaptable.

Headless CMS

Benefits of using Contentstack in marketing automation

Delivering personalized campaigns

Contentstack creates impactful, personalized content with the help of AI-powered assistants. As the platform analyzes customer data in real time, you build campaigns that resonate with your audience, building trust and long-term brand loyalty.

Accelerating content delivery

You can generate and distribute through Contentstack's Brand Kit, ensuring consistent brand messaging. Due to automation, these features accelerate content distribution while ensuring your company stays ahead of competitors.

Integration for efficiency

The platform's headless architecture integrates with analytics platforms, email marketing platforms and CRM systems. Combining these systems simplifies and enhances business operations, offering unified customer interactions.

Driving customer engagement

The platform enables better lead acquisition by using automated features to maintain meaningful interactions throughout the process. Through its platform, marketers gain enhanced campaign management capabilities, reducing manual labor and enhancing operational efficiency.

IDC MarketScape recognizes Contentstack's excellence, naming us a Leader in Headless CMS by IDC MarketScape, Contentstack demonstrates a future-proof CMS strategy, R&D pace in innovation, and exceptional customer delivery. Discover how we can elevate your digital experiences. Request a demo to learn more.

Case study: How Brad’s Deals transformed content management and increased marketing efficiency with Contentstack

Brad’s Deals struggled with a fragmented tech stack, using five disconnected CMS systems that relied on manual processes, causing errors. This impacted their ability to publish accurate affiliate links, hurting revenue and limiting their editorial and marketing teams from launching campaigns quickly. 

Contentstack’s headless CMS allows a gradual transition from legacy systems while optimizing content management and operations. With Contentstack Automate, the company reduced manual tasks, streamlined workflows, automated link generation, image processing and Slack notifications. These improvements helped content and merchandising teams to deliver richer content. Key results include a 70% cost reduction for new marketing pages, 95% faster page production and 99% quicker publish times.

After using Contentstack, Keith Mazanec, Director of Software Engineering at Brad’s Deal, said:

“Finally, marketing can move at the speed of marketing.”

Read the complete case study here

How to create a marketing automation strategy

Planning phase

Every marketing strategy must begin with planning. During this stage, you establish your targets and goals. You may even decide to automate your content creation process to improve brand awareness. During planning, ensure your project includes an execution timeline and key performance indicators (KPIs) you plan to monitor. This will help you track your efforts and ensure they align with your business goals.

Experimentation phase

Testing is essential when starting marketing automation. Begin with small steps by running test workflows and campaigns on a smaller segment of your audience, like a specific demographic or email subscriber list. For instance, test an automated email sequence for new subscribers or a drip campaign for lapsed customers. This experimentation identifies issues in the initial stages. As a result, you can solve them before they become big.

Platform evaluation

Selecting the right marketing automation platform is essential. Create a checklist of your specific needs. For example, do you need a platform that integrates with your current CRM? Is scalability a priority as your business grows? 

Consider factors like ease of use and the quality of customer support offered. Once you have your checklist, schedule demos or sign up for free trials to see the platforms in action. Be sure to involve key team members to get a well-rounded perspective. Choosing the right platform ensures your marketing strategy runs smoothly and provides the tools to achieve measurable results. 

Implementation phase

During the implementation phase, set up your workflows, integrate existing systems and train your team members. Spend time configuring each automation to match individual customer journeys and deliver personalized customer experiences. Your team members must receive pertinent education that gives them the skills they need for practical platform usage. The initial launch of your campaigns should be accompanied by rigorous performance monitoring to address problems that arise.

Performance management and monitoring

After the implementation phase, track your campaign’s performance. The built-in analytics tools can help you track KPIs such as the number of leads that become customers, the engagement of your audience and your ROI.

For instance, when your email campaigns achieve excellent open rates yet fail to generate enough click-throughs, you should modify your call-to-action. Detailed reports display trends alongside elements that perform well and those needing enhancement. The insights you receive help you extract the value from your marketing automation.

FAQs

What is automation in digital marketing?

Automation in digital marketing automates, manages and simplifies repeated tasks such as email marketing, advertising campaigns and lead generation.

What is marketing process automation?

Marketing process automation uses automation tools to manage workflows, analyze performance and enhance customer engagement.

What is CRM marketing automation?

CRM-integrated automation tools combine customer relationship management with marketing strategies, improving communication and data management.

Learn more

The shift from manual to automated marketing processes encourages B2B companies and e-commerce brands to use marketing automation to increase customer engagement and marketing efficiency. Whether you’re a large enterprise or mid or small-sized business, automation can manage qualified leads, simplify your workflows and improve a marketing campaign’s ROI. And the icing on the cake is your employees don’t have to burn themselves out to achieve these results. All you need is the right tools and platforms. To understand how Contentstack’s headless architecture lends a helping hand in your marketing automation, talk to us.

About Contentstack

The Contentstack team comprises highly skilled professionals specializing in product marketing, customer acquisition and retention, and digital marketing strategy. With extensive experience holding senior positions at renowned technology companies across Fortune 500, mid-size, and start-up sectors, our team offers impactful solutions based on diverse backgrounds and extensive industry knowledge.

Contentstack is on a mission to deliver the world’s best digital experiences through a fusion of cutting-edge content management, customer data, personalization, and AI technology. Iconic brands, such as AirFrance KLM, ASICS, Burberry, Mattel, Mitsubishi, and Walmart, depend on the platform to rise above the noise in today's crowded digital markets and gain their competitive edge.

In January 2025, Contentstack proudly secured its first-ever position as a Visionary in the 2025 Gartner® Magic Quadrant™ for Digital Experience Platforms (DXP). Further solidifying its prominent standing, Contentstack was recognized as a Leader in the Forrester Research, Inc. March 2025 report, “The Forrester Wave™: Content Management Systems (CMS), Q1 2025.” Contentstack was the only pure headless provider named as a Leader in the report, which evaluated 13 top CMS providers on 19 criteria for current offering and strategy.

Follow Contentstack on LinkedIn.

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