Awesome! You've downloaded a marketing automation tool. That's a great first step, but now you wonder where to go from here. Follow this very simple guide to get started using your shiny new toy!


Step 1

Setup Direction

Add team members
Define lead fields to monitor
Plan marketing efforts
Define point values
Step 2

Define Email Campaigns

Create email lists
Build email layout
Plan email delivery schedule
Create campaign outcomes
Step 3

Monitor Leads

Watch site traffic
Add landing pages
Collect visitor details
Nurture lead interactions
Step 4

Plan Roadmap

Evaluate what works
Study reports
Plan drip programs
Schedule future updates