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ERP Terms for Beginners
Confused by acronyms and jargon? Explore our one-stop glossary to quickly master core ERP terms—no tech background needed.
Glossary
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Marketing Automation

Marketing Automation

What marketing automation is used for

Marketing automation is designed to handle high-volume, repeatable marketing actions consistently. Common use cases include:

- Sending newsletters or promotional campaigns.

- Triggering follow-up messages after form submissions or link clicks.

- Nurturing leads over time with scheduled or behavior-based content.

- Segmenting audiences for targeted messaging.

The goal is to maintain timely communication without manual intervention.

Who uses marketing automation?

- Marketing teams managing large contact lists.

- Businesses running lead-generation campaigns.

- Companies with long or multi-step buying journeys.

- Organizations aiming to maintain consistent communication with minimal manual effort.

Marketing automation in CRM systems

When integrated with a CRM, marketing automation uses customer data to personalize and control messaging. CRM records provide context such as customer status, past interactions, or segmentation, ensuring messages are sent to the right audience at the right time.

This integration also helps align marketing activity with sales and customer data.

Ragic features related to marketing automation:

- Send mass email

- Send mass SMS

- Ragic CRM template

- Integrating Ragic With external applications for marketing automation

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