Social Roots

Knowledge base · Email & CRM

Marketing automation

Marketing automation is automatically following up behaviour with the right message at the right moment.

Someone downloads your guide, views the pricing page three times and then goes quiet. A good flow picks that up and sends exactly then the story or offer that fits.

The power is in triggers, not volumes. Welcome series, abandoned cart, birthday, reactivation: a handful of flows covers most of the value.

Automatic does not mean impersonal. The best flows read as if someone thought along, because the timing is right.

How we do it

We build flows on behaviour from your own data, from welcome mail to winning back sleepers.

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Strategy & Growth

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Related terms

Segmentation

Segmentation is dividing your audience into groups with the same behaviour or need, so you communicate more precisely.

CRM

A CRM is the system where all your customer data and touchpoints come together.

Retention

Retention is keeping existing customers, measured as the share that comes back.

First-party data

First-party data is data you collect yourself from your own customers and visitors, without a middleman.

Curious what this means for your brand?

We look at your numbers with you and show where the gains are, in plain language.

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