How to Set Up Basic Marketing Automation in HubSpot

Are you spending too much time handling repetitive marketing tasks? By setting up basic marketing automation in HubSpot, you can streamline processes like email campaigns, lead scoring, and more. By the end of this guide, you’ll have a functional automation system in place.

Effective marketing automation saves significant time and reduces human error, making your marketing efforts more efficient and consistent. Establishing these automations in HubSpot can also enhance lead nurturing and ensure no opportunities slip through the cracks.

What you’ll need

– A HubSpot account with admin access

– Basic familiarity with HubSpot’s interface

– An email list for testing

– Time required: 30-60 minutes

– Difficulty: Beginner/Intermediate

Step-by-step: Setting Up basic marketing automation

Step 1: Access your HubSpot dashboard

Log into your HubSpot account and navigate to the ‘Automation’ tab to find ‘Workflows’.

Step 2: Create a new workflow

Click on ‘Create workflow’. Select ‘Start from scratch’ for full customization.

Step 3: Set your enrollment triggers

Choose the criteria that will automatically add contacts to this workflow (e.g., form submissions, website activity).

Step 4: Add actions to your workflow

Incorporate actions like sending emails, updating contact properties, or rotating leads among sales teams.

Step 5: Test your workflow

Use a test contact to ensure the workflow functions as expected. Check for timely actions and correct data handling.

Step 6: Activate your workflow

Once tested, activate your workflow to start automating your marketing tasks.

Common mistakes to avoid

– Not segmenting contact lists, leading to unpersonalized marketing actions.

– Overloading a single workflow with too many tasks, which can cause delays and errors.

– Failing to test workflows before full activation, resulting in operational mishaps.

– Ignoring the need for periodic reviews and updates of workflow criteria and actions.

– Overlooking user permissions, which can restrict necessary workflow edits and updates.

How to verify it’s working

– Check for automated emails in your test contact’s inbox.

– Ensure that contact properties are updated accordingly in the database.

– Review workflow analytics in HubSpot to verify active engagements.

In setting up basic marketing automation on HubSpot, you’ve taken a significant step towards optimizing your marketing efforts. From here, consider scaling your automations by integrating more advanced triggers or exploring additional HubSpot tools to further enhance functionality.

How Luminary Solutions approaches this

At Luminary Solutions, we build marketing systems that drive predictable growth—integrating CRM, automation, and analytics into frameworks that scale with your business. If you’re ready to move beyond tactics, this is where strategy begins.

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