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Marketing Automation Processes

Checklists and resources to plan and implement marketing automation campaigns

For SharpSpring users – track and get notified when your audience engages with your online media content.

View the guide HERE

For SharpSpring users - this checklist will help you set up campaigns on SharpSpring using QR codes with unique UTM codes.

View the guide HERE

For SharpSpring users – create an advanced search to identify leads based on specific profile attributes. Additionally, you can search on information in both system fields and custom fields.

View the guide HERE

For SharpSpring users – create a series of templates for future use, with all the branding elements, structure and style predesigned to corporate standards.

View the guide HERE

For SharpSpring users – send out bulk emails and avoid any errors in your send.

View the guide HERE

For SharpSpring users – you may want to use the platform to upload and manage your blog articles.

View the guide HERE

For SharpSpring users – automate and streamline your webinar registrations, and get more attendees signing up for each event.

View the guide HERE

For marketing and sales professionals, buyer personas are a way to group and describe your distinct audience segments.

View the guide HERE

For SharpSpring users – easily import new contacts into SharpSpring directly from your business email contact list.

View the guide HERE

Guide to setting up a team meeting calendar in SharpSpring.

View the guide HERE

SharpSpring chatbots offer a built-in tool to help website visitors resolve issues and find out more without leaving the page. Find out how you can use catbots for a better customer experience.

View the article HERE