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1. Start using
Typically, if you choose on-premise MA, you first install the tool on your own company's server, which requires the appropriate hardware preparation and software configuration.

On the other hand, if you choose a cloud-based product, you create an account and access the tools over the internet. Cloud-based products have the advantage of being quick and easy to deploy, with no installation required.

2. Initial Settings for Start of Operation
To actually operate MA, some initial settings are required.

For example, this includes installing tracking codes to track the behavior of website visitors, setting up delivery for email campaigns, and setting up integrations with your existing CRM and other marketing tools.

Additionally, initial setup often requires specialized support and training from the vendor.

3. Registration of Customer Data
To get the most out of MA, you need to register your existing customer database with the tool, including basic information about your customers, their past purchase history, etc. This process will go smoothly if your data has been properly collected and organized in advance.

4. Individual settings for MA operation
After installing MA, you can make detailed settings for specific functions.

For example, this includes setting up customer segments, creating colombia whatsapp number database scenarios (a sequence of automated marketing actions), setting criteria for lead scoring, etc.

These settings are based on a company's specific marketing strategies and goals, optimizing the operation of MA.

5. Data quality control
Even after MA is implemented, it is important to maintain the quality of customer data and update it as needed. Inaccurate or outdated data can reduce the effectiveness of marketing campaigns, so regular data review and cleansing is necessary.

6. Campaign evaluation and improvement
After you run a campaign, you evaluate its results and adjust your strategy if necessary. It is important to analyze the performance of the campaign and gain knowledge and lessons learned that can be applied to your next campaign.

Common mistakes when implementing and using marketing automation (MA)
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Finally, as a word of caution, we will introduce some common mistakes that occur when introducing and using MA, and how to deal with them.

Expectations for excessive automation
Example of failure: Having the mistaken expectation that "the introduction of MA will completely automate marketing," people end up focusing on operating and setting up the tool rather than on actual marketing.
Solution: MA automation should focus on repetitive tasks and processes, while marketing strategy development and content creation require human intervention.