If you’re scratching your head wondering what marketing automation rules are, you’re not alone. Sure, you’ve maybe heard of them once or twice when being trained on your marketing automation tool, like ActiveConversion. However, very few actually take the plunge and uncover the time-saving potential of this valuable feature.
Automation rules can be a driving force in determining how successful your marketing automation software will be. Automation rules filter leads and simplify how they are handled. As a result, only the leads that match your company’s ideal prospect criteria enter the sales funnel. This allows sales teams to simplify the lead identification process and contact only the most relevant leads.
Here are some examples of automation rules that can bring more qualified leads to sales:
Geography – These rules are created to pinpoint geographical regions where your company operates in or wants to expand to. For instance, if your business only operates in North America, your rule could look something like this:
Rule: Disqualify Countries Outside of North America or
Rule: Assign Canadian Leads to Michael Smith
Revenue – If you sell frequently to companies within a certain revenue range, you can create an automation rule to better target these leads:
Rule: Unqualify Companies with Less than 2M in revenue
Industry – You know what industries your target markets operate in. Automation rules allow you to target specific industries or exclude others. For example, if you want to qualify your leads more, you might create a rule to exclude industries where a sale is unlikely:
Rule: Unqualify Telecommunication Companies
Designed to simplify workflow, marketing automation rules improve lead accuracy and streamline your lead management system. Ultimately, automation rules help marketing automation users target the right kind of leads. Now it’s your turn to put them to the test!
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About Andrea Patterson
Andrea is a dedicated and creative professional with experience in Marketing, Business Development and Event Management. She focuses on the areas of marketing strategy, communications, online marketing, and customer experience.