{"id":5293,"date":"2021-04-22T21:38:58","date_gmt":"2021-04-22T21:38:58","guid":{"rendered":"https:\/\/www.vendasta.com\/content-library\/?p=5293"},"modified":"2025-11-04T14:22:48","modified_gmt":"2025-11-04T14:22:48","slug":"agency-marketing-through-automation","status":"publish","type":"post","link":"https:\/\/www.vendasta.com\/content-library\/guides\/agency-marketing-through-automation\/","title":{"rendered":"The Tactics and Techniques of Agency Marketing through Automation"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;17b9d586-b787-46b8-bd80-2357935639e9&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;2c2a662c-ff32-4350-a46f-e6424d175d31&#8243; global_module=&#8221;4827&#8243; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/www.vendasta.com\/content-library\/wp-content\/uploads\/sites\/2\/2025\/01\/vendasta-logo-white.webp&#8221; alt=&#8221;vendasta&#8221; title_text=&#8221;vendasta-logo-white&#8221; url=&#8221;\/&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;88a2f243-040f-4612-bbf0-0f70034d3012&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;894bf114-c3d5-478a-a810-97965cd1d5b7&#8243; custom_padding_tablet=&#8221;||0px||false|false&#8221; custom_padding_phone=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;0838d187-f96f-4659-a434-015ead2e97ef&#8221; header_text_color=&#8221;gcid-7e62c576-776c-4406-9d05-da7860f87ee0&#8243; global_colors_info=&#8221;{%22gcid-7e62c576-776c-4406-9d05-da7860f87ee0%22:%91%22header_text_color%22%93}&#8221;]<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_77 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.vendasta.com\/content-library\/guides\/agency-marketing-through-automation\/#Agency_marketing_through_automation\" >Agency marketing through automation<\/a><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.vendasta.com\/content-library\/guides\/agency-marketing-through-automation\/#Whats_in_the_guide\" >What\u2019s in the guide<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.vendasta.com\/content-library\/guides\/agency-marketing-through-automation\/#Download_your_copy\" >Download your copy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.vendasta.com\/content-library\/guides\/agency-marketing-through-automation\/#The_tactics_and_techniques_of_agency_marketing_through_automation\" >The tactics and techniques of agency marketing through automation<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.vendasta.com\/content-library\/guides\/agency-marketing-through-automation\/#Create_a_smarter_more_efficient_agency_today\" >Create a smarter, more efficient agency today<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h1><span class=\"ez-toc-section\" id=\"Agency_marketing_through_automation\"><\/span>Agency marketing through automation<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-7e62c576-776c-4406-9d05-da7860f87ee0&#8243; animation_direction=&#8221;bottom&#8221; global_colors_info=&#8221;{%22gcid-7e62c576-776c-4406-9d05-da7860f87ee0%22:%91%22text_text_color%22%93}&#8221;]Learn how it makes you efficient, enhances your productivity, and helps you win with local business.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;f7eb8564-d4cd-4dec-94c0-a0034d188350&#8243; global_module=&#8221;9032&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22text_text_color%22%93}&#8221; link_text_color__hover_enabled=&#8221;on|hover&#8221; link_text_color__hover=&#8221;#FFFFFF&#8221;]<\/p>\n<p><a href=\"\/content-library\/category\/guides\/\">Guides<\/a><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; header_2_text_color=&#8221;gcid-7e62c576-776c-4406-9d05-da7860f87ee0&#8243; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22link_text_color%22,%22link_text_color%22%93,%22gcid-body-color%22:%91%22link_text_color__hover%22,%22link_text_color__hover%22%93,%22gcid-7e62c576-776c-4406-9d05-da7860f87ee0%22:%91%22header_2_text_color%22%93}&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Whats_in_the_guide\"><\/span>What\u2019s in the guide<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-7e62c576-776c-4406-9d05-da7860f87ee0&#8243; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22link_text_color%22,%22link_text_color%22%93,%22gcid-body-color%22:%91%22link_text_color__hover%22,%22link_text_color__hover%22%93,%22gcid-7e62c576-776c-4406-9d05-da7860f87ee0%22:%91%22text_text_color%22%93}&#8221;]Marketing automation sets your business up to be smarter and more nimble. It lets you personalize customer interactions through the continual insights gathered from a constant data flow about customer behavior. And it gives you precious time back to focus on your most important activities and tasks.[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.vendasta.com\/content-library\/wp-content\/uploads\/sites\/2\/2025\/06\/agency-marketing-through-automation1.webp&#8221; alt=&#8221;agency-marketing-through-automation1&#8243; title_text=&#8221;agency-marketing-through-automation1&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;300px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-7e62c576-776c-4406-9d05-da7860f87ee0&#8243; global_colors_info=&#8221;{%22gcid-primary-color%22:%91%22link_text_color%22,%22link_text_color%22%93,%22gcid-body-color%22:%91%22link_text_color__hover%22,%22link_text_color__hover%22%93,%22gcid-7e62c576-776c-4406-9d05-da7860f87ee0%22:%91%22text_text_color%22%93}&#8221;]Streamline everything you need to acquire, retain, and build deeper relationships with customers. Learn the features and functions to look for in marketing automation and bring your best self to the customer experience.[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; module_id=&#8221;form&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#071c2a&#8221; custom_padding=&#8221;40px|40px|40px|40px|true|true&#8221; custom_padding_tablet=&#8221;50px||50px||true|true&#8221; custom_padding_phone=&#8221;40px|30px|40px|30px|true|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_code module_id=&#8221;form&#8221; module_class=&#8221;white-form&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]\n<div id=\"content-download-form\">\n    <h2 class=\"form-header\"><span class=\"ez-toc-section\" id=\"Download_your_copy\"><\/span>Download your copy<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\t<!--PROD: Content Download Form -->\n\t<script\n        id=\"__custom_form_widget\" src=\"https:\/\/www.cdnstyles.com\/static\/custom_form_widget\/v1\/custom_form.widget.js\"\n        data=\"eyJiYWNrZ3JvdW5kQ29sb3IiOiIjZmZmZmZmIiwiYmFzZVVSTCI6Imh0dHBzOi8vZm9ybXMtcHJvZC5hcGlnYXRld2F5LmNvIiwiYm9yZGVyQ29sb3IiOiIjMDAwMDAwIiwiYm9yZGVyUmFkaXVzIjoiNXB4IiwiYm9yZGVyU3R5bGUiOiJzb2xpZCIsImJvcmRlcldpZHRoIjoiMXB4IiwiZm9ybUlkIjoiRm9ybUNvbmZpZ0lELWM1MTE5OGY4LWE1MjQtNGIwYy1hYWRkLTdkZjA5ZDA5YzkzYSIsInBhZGRpbmciOiIyMHB4IiwicHJpbWFyeUNvbG9yIjoiIzNmOWI2MyIsInByaW1hcnlGb250Q29sb3IiOiIjMDAwMDAwIiwid2lkdGgiOiIxMDAlIn0=\"\n    ><\/script>\n    <div style=\"display: flex; align-items: center; padding: 0px 20px;\">\n        <p style=\"font-size: 12px; color:#fff; text-align: left;\">By filling out this form you agree to receive regular updates from Vendasta and get instant access to free marketing material. You can unsubscribe at any time. See our <a href=\"\/privacy\/\" style=\"color:#3f9b63\">Privacy Policy<\/a>.<\/p>\n    <\/div>\n<\/div>\n<script>\ndocument.addEventListener('DOMContentLoaded', function() {\n  setTimeout(function() {\n    const currentPage = window.location.href;\n    const formField = document.querySelector('input[name=\"FieldID-a5b1e46c-9e61-4868-ba2f-6876fbfdd864\"]');\n\n    if (formField) {\n      formField.value = currentPage;\n    }\n  }, 1000); \/\/ wait 1 second for async-loaded forms\n});\n<\/script> <!-- [et_pb_line_break_holder] -->[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;8b6a0d83-8ba7-4f79-8755-d2462f949971&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;e781c4da-aad9-4095-b05a-37b92a64ef5a&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_tactics_and_techniques_of_agency_marketing_through_automation\"><\/span>The tactics and techniques of agency marketing through automation<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]Learn about the efficiencies gained, how to build better customer relationships, and win with local business.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;894bf114-c3d5-478a-a810-97965cd1d5b7&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;The Power of Insights&#8221; image=&#8221;https:\/\/www.vendasta.com\/content-library\/wp-content\/uploads\/sites\/2\/2025\/06\/power.webp&#8221; alt=&#8221;power&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;59eabccc-8c5d-4a7f-b725-2aa885f071c3&#8243; global_colors_info=&#8221;{}&#8221;]Discover how automation gathers customer insights that help you capture opportunities to upsell and cross-sell.[\/et_pb_blurb][et_pb_blurb title=&#8221;An Emotional Journey&#8221; image=&#8221;https:\/\/www.vendasta.com\/content-library\/wp-content\/uploads\/sites\/2\/2025\/06\/An-Emotional-Journey.webp&#8221; alt=&#8221;An Emotional Journey&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;59eabccc-8c5d-4a7f-b725-2aa885f071c3&#8243; global_colors_info=&#8221;{}&#8221;]Learn how automation supports customized drip email marketing campaigns that build trust and confidence with customers.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Processes That Win&#8221; image=&#8221;https:\/\/www.vendasta.com\/content-library\/wp-content\/uploads\/sites\/2\/2025\/06\/Processes-That-Win.webp&#8221; alt=&#8221;Processes That Win&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;59eabccc-8c5d-4a7f-b725-2aa885f071c3&#8243; global_colors_info=&#8221;{}&#8221;]Explore marketing automation that lets you break down manual processes into a series of logical and automated steps.[\/et_pb_blurb][et_pb_blurb title=&#8221;Platform Integration&#8221; image=&#8221;https:\/\/www.vendasta.com\/content-library\/wp-content\/uploads\/sites\/2\/2025\/06\/Platform-Integration.webp&#8221; alt=&#8221;Platform Integration&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;59eabccc-8c5d-4a7f-b725-2aa885f071c3&#8243; global_colors_info=&#8221;{}&#8221;]Marketing automation tools connect directly with other business functions where automation is used.[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;894bf114-c3d5-478a-a810-97965cd1d5b7&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; link_font=&#8221;|700|||||||&#8221; custom_margin=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span class=\"back-link\"><a href=\"\/content-library\/\">Back to Content Library<\/a><\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;ba76a396-b757-4901-83f1-b92068ec9a91&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_3,1_3&#8243; custom_padding_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;3facb17a-daf0-4124-adf6-7073bc653a56&#8243; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; custom_padding_tablet=&#8221;|40px||40px|true|true&#8221; custom_padding_phone=&#8221;||||true|true&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;2c34025e-4917-46ed-9ea2-38a0b12cd528&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Create_a_smarter_more_efficient_agency_today\"><\/span>Create a smarter, more efficient agency today<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;#form&#8221; button_text=&#8221;Get my guide now&#8221; button_alignment=&#8221;center&#8221; button_alignment_tablet=&#8221;center&#8221; button_alignment_phone=&#8221;center&#8221; button_alignment_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Agency marketing through automationLearn how it makes you efficient, enhances your productivity, and helps you win with local business.Guides What\u2019s in the guideMarketing automation sets your business up to be smarter and more nimble. It lets you personalize customer interactions through the continual insights gathered from a constant data flow about customer behavior. And it [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":23392108,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[3],"tags":[53,17,54],"products":[],"class_list":["post-5293","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guides","tag-advertisers","tag-agencies","tag-marketers"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.4 (Yoast SEO v26.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Agency Marketing through Automation [Guide] | Vendasta<\/title>\n<meta name=\"description\" content=\"Learn how agency marketing through automation makes you efficient, enhances your productivity, and helps you win with local business. 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