ORRDDM
Design · Development · Management
Marketing9 min min readAugust 1, 2025

Marketing Automation – The Beginner's Guide

How to turn traffic into conversions through smart automation

Imagine a system that welcomes every new customer, sends a personalized offer at exactly the right moment, and brings back customers who abandoned their shopping cart – all automatically, without lifting a finger. That's marketing automation.

What is Marketing Automation?

Marketing automation is the use of software to perform repetitive marketing actions automatically – sending emails, SMS, WhatsApp messages, social media posts, and more. The goal: to give every customer a personal experience at scale.

5 Automations Every Business Must Have

1. Welcome Series

When someone signs up to your mailing list – send them a series of 3-5 emails that introduce the business, tell your story, and offer real value. Welcome email open rates are 4x higher than regular emails.

2. Abandoned Cart

70% of shoppers add products to their cart and don't complete the purchase. An automation that reminds them within an hour, and offers a small discount within 24 hours – can bring back 15-20% of them.

3. Post-Purchase

Send order confirmation, shipping update, and a review request. A satisfied customer who leaves a review is worth more than paid advertising.

4. Win-Back (Returning Old Customers)

A customer who hasn't bought in 90 days? Send them a special offer. The cost of returning an existing customer is 5x lower than acquiring a new one.

5. Lead Nurturing

Someone filled out a form but didn't buy? Send them valuable content – guides, case studies, testimonials – until they're ready to buy.

Recommended Marketing Automation Tools

  • Flashy- The leading Israeli tool for marketing automation. Emails, SMS, WhatsApp, popups, and more.
  • ActiveTrail- Excellent for email and SMS campaigns. Discount coupon JUN5318 gives 10% off.
  • Poptin- Smart popups that increase conversions and collect leads.

How to Get Started?

  • Define the goal – what do you want to achieve? More sales? More leads? Customer retention?
  • Choose a tool – Flashy for Israeli businesses, ActiveTrail for email marketing.
  • Build the list – offer value in exchange for signup (free guide, discount).
  • Create the first series – a 3-email welcome series.
  • Measure and improve – Open Rate, Click Rate, Conversion Rate.
Automation doesn't replace humanity – it allows you to be human at scale.

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