Marketing Automation Mastery: From Beginner To Expert

Everything you need to know about Marketing Automation to boost your career, serve clients, or grow your own business.

What you'll learn

Set up and configure a marketing automation tool from scratch, including CRM and tracking settings.

Build lead capture forms, landing pages, and email sequences that automate a business funnel.

Create workflows for lead nurturing, segmentation, and lifecycle stage automation.

Design a complete marketing automation program to use in your job or offer as a service.

Use CRM best practices to keep contact data clean, organized, and ready for automation.

Track performance across the funnel with automation reports and attribution insights.

Requirements

No Marketing Automation experience required. You will learn everything you need to know in the course.

Description

Everything you need to know abouty Marketing Automation is here.This is a comprehensive course designed to take you from zero to confident in implementing marketing automation in a business – whether it's for a job, your clients, or your own company.This course is perfect for:- Professionals looking to get a job in Marketing Automation- Marketers looking to specialize in Marketing Automation- Consultants offering marketing services- Founders building systems that scaleWith hands-on walkthroughs, real-world examples, and tool comparisons, you’ll learn how to actually do marketing automation – not just talk about it.By the end of this course, you’ll be able to:Set up your marketing automation tool with confidenceLearn how to create and configure your account from scratch, manage permissions, and ensure you’re fully compliant with GDPR and other regulations. You’ll follow a practical setup checklist used by real consultants (regardless of the Marketing Automation tool you decide to use).Build a CRM that fuels your marketingDiscover how to import and sync your data, connect your CRM to your automation tool, and avoid common mistakes in contact management and integrations.Grow your email list with high-converting lead captureCreate forms and landing pages that convert – without scaring leads away. You’ll learn how to ask the right questions, stay compliant, and build your database effectively.Organize and manage your CRM for automationMaster best practices for keeping your CRM clean and useful. From tags and fields to custom views and data cleanups, we’ll help you build a system that supports growth.Do Lead Segmentation like a proGo beyond basic filters and learn how to build automated segments based on behavior, attributes, or both. You’ll finally understand the difference between tags, lists, and lifecycle stages – and how to use them strategically.Set up Lead Scoring like a proLearn how lead scoring works, build your own scoring model, and automate lifecycle stage updates. You’ll know exactly when a lead is ready for sales or nurturing.Nurture your leads with smart automationSet up sequences and email flows that move leads through the funnel – and know what to do when they stop engaging. We’ll cover the timing, logic, and content needed to get results.Build advanced workflows that adaptUse conditional branching, AND/OR logic, and behavior-based triggers to create flexible automations. You’ll compare visual builders like HubSpot, Brevo, and many others, to understand how different tools handle logic.Automate your sales follow-upsAssign leads, trigger tasks, notify reps – and keep deals moving. You’ll see how marketing and sales automation can work together for faster closes.Report on your automation performanceTrack key metrics across the funnel – from lead capture and engagement to nurturing and conversion. Learn how to use attribution and source reports to prove ROI.What’s inside:A step-by-step system to go from setup to full automationReal tool walkthroughs with examples from HubSpot, ActiveCampaign, Klaviyo, Kit, Brevo, and many othersAssignments and exercises to help you apply what you learn immediately–-Meet your instructorHi, I’m Thalita – a certified marketing automation expert and best-selling Udemy instructor. I’ve been working with businesses around the world since 2018, helping them build smarter, more efficient marketing systems. I teach real-life, practical strategies that are used in actual businesses every day – no fluff, just results.“Super valuable for entrepreneurs, consultants, and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy.”— Tamara Biljman, Content StrategistReady to master marketing automation and grow your career (or your business)?Let’s get started.

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Review Marketing Automation basics - {OPTIONAL}

Lecture 2 What Is Marketing Automation (And How to Actually Do It)

Lecture 3 Quick Recap: Your Marketing Automation Strategy

Lecture 4 Marketing Automation Strategy Example

Lecture 5 Business persona example

Lecture 6 How Marketing Automation Impacts Your Funnel

Lecture 7 Marketing Automation Tools: A Quick Tour of the Landscape

Lecture 8 The Anatomy of a Marketing Automation Process

Lecture 9 Marketing Automation Basics Wrap-up

Lecture 10 Quick Marketing Automation glossary

Section 3: Set Up Your Marketing Automation Tool - Account Setup checklist

Lecture 11 Getting Started: Marketing Automation Tool Setup Overview

Lecture 12 Quick note before you move forward

Lecture 13 Step 1: Create Your Account, Plan Access, and Set Roles

Lecture 14 Step 2: Invite Your Team and Manage User Permissions

Lecture 15 Step 3: Set Up Account Defaults and Security Settings

Lecture 16 Step 4: Configure Domain, Email Sending, and Signatures

Lecture 17 Step 5: Set Consent & Compliance (GDPR, CCPA, and More)

Lecture 18 Step 6: Build Your Content Assets (Emails, Landing Pages & More)

Lecture 19 Step 7: Add Tracking Codes and Set Up UTM Rules

Lecture 20 Step 8: Final Admin Settings – Alerts, Sync, and Integrations

Lecture 21 Important notifications for Marketing Automation Admins

Section 4: CRM Setup - A Crucial Aspect of Marketing Automation

Lecture 22 Intro to CRM Setup in Marketing Automation

Lecture 23 Method 1 - Manual File Imports

Lecture 24 Method 2 - CRM App Integrations (Data Migration or Data Sync)

Lecture 25 Method 3 - Integration Services (Zapier and Others)

Lecture 26 Workaround for sending existing data through an integration service

Lecture 27 A Few Words on Custom-Coded Integrations

Section 5: Lead Capture in Marketing Automation - How to Grow your Email List

Lecture 28 Introduction to Lead Capture for Marketing Automation

Lecture 29 Forms in Marketing Automation: Your First Conversion Point

Lecture 30 What to Ask in a Form (Without Scaring Leads Away)

Lecture 31 Pro Tips for Building High-Converting Forms

Lecture 32 GDPR, Consent & Data Privacy in Marketing Automation

Lecture 33 Lead Capture Best Practices for Automated Funnels

Lecture 34 Landing Pages That Convert

Section 6: CRM Management for Marketing Automation

Lecture 35 CRM Management for Marketing Automation: A Quick Introduction

Lecture 36 CRM Best Practices in a Marketing Automation Context

Lecture 37 CRM Management Best Practices: Data Hygiene

Lecture 38 Data Hygiene rules

Lecture 39 CRM Management Best Practices: Customizing CRM views and Profiles

Lecture 40 CRM Management Best Practices: Data Cleanups

Lecture 41 5 Data Cleanup Rules

Section 7: Lead Segmentation in Marketing Automation

Lecture 42 Introduction to Lead Segmentation for Marketing Automation

Lecture 43 Using Tags and Fields to Enrich Contact Data for Segmentation

Lecture 44 Lead Segmentation with Active and Static Lists

Lecture 45 Introduction to Automated Lead Segmentation in Marketing Automation

Lecture 46 What Can Your Marketing Automation Tool Track?

Lecture 47 Automated Lead Segmentation Based on Contact Actions

Lecture 48 Tags or Lists in Marketing Automation? Here’s the Difference

Lecture 49 Automated Lead Segmentation Based on Contact Attributes

Lecture 50 Combining Actions and Attributes in Segmentation Triggers

Lecture 51 Turning On a Workflow: Smart Naming Conventions for Segmentation

Lecture 52 Turning On a Workflow: Who Should Be Enrolled?

Section 8: Lead Segmentation Strategy in Marketing Automation

Lecture 53 Introduction to Lead Segmentation Strategy

Lecture 54 Images from the previous lesson

Lecture 55 Introduction to Lead Scoring

Lecture 56 How Lead Scoring Works in Marketing Automation

Lecture 57 Building a Lead Scoring Model: A Fictional Example

Lecture 58 Why You Should Test Lead Scoring Before You Launch

Lecture 59 How to Implement Lead Scoring in a Marketing Automation Tool

Lecture 60 Using Lead Scoring in Automated Nurturing Workflows

Lecture 61 Lead Scoring Tips: What Works (and What to Avoid)

Lecture 62 Introduction to Lifecycle Stages in Marketing Automation

Lecture 63 How to Automate Lifecycle Stage Workflows

Section 9: Lead Nurturing in Marketing Automation

Lecture 64 Introduction to Lead Nurturing in Marketing Automation

Lecture 65 How to Build an Effective Lead Nurturing Program

Lecture 66 What to Do with Unengaged Leads in Your Nurturing Strategy

Lecture 67 Images from the previous lectures

Lecture 68 Setting Up a Lead Nurturing Sequence in Your Tool

Lecture 69 What’s the Ideal Delay Between Emails in a Nurturing Sequence?

Lecture 70 When and How to Pause or Turn Off Nurturing Sequences

Lecture 71 Lead Nurturing Best Practices for Email Content

Lecture 72 Lead Nurturing Best Practices: Customers Need to be Removed

Lecture 73 Lead Nurturing Best Practices Regarging Unengaged Contacts

Section 10: Workflow Branching in Marketing Automation (Conditional Splits)

Lecture 74 Introduction to Workflow Branching in Marketing Automation

Lecture 75 How to Implement Conditional Splits Based on Actions - Example from HubSpot

Lecture 76 Using Multiple Conditions in Conditional Splits

Lecture 77 Workflow Branching Logic: AND vs. OR Explained

Lecture 78 Workflow Branching in Brevo: A Visual Comparison

Lecture 79 Conditional Splits Based on Contact Information

Section 11: Marketing Automation Workflows Every Business Needs

Lecture 80 Essential Marketing Automation Workflows for Every Business

Lecture 81 Lead Nurturing Workflows Triggered by Generic Forms

Lecture 82 Behavior-Based Nurturing: Actions That Show Interest

Lecture 83 Lead Segmentation Workflows to Keep Your CRM Organized

Lecture 84 Nurturing Based on Buyer’s Journey Stage

Lecture 85 Quick Tip - "Delay Until Action Happens"

Lecture 86 A Complete Marketing Automation Program Example

Section 12: Sales Automation

Lecture 87 Introduction to Sales Automation

Lecture 88 Automating Lead Assignment to the Right Reps

Lecture 89 Sales Nurturing: Moving Leads Toward a Close

Lecture 90 Sales Alerts: Get Notified When Leads Take Key Actions

Lecture 91 Creating Automated Tasks for Sales Reps

Lecture 92 Sales Automation Workflows: Final Thoughts and Wrap-Up

Lecture 93 A Complete Sales Automation Program Example

Section 13: Reporting in Marketing Automation

Lecture 94 Introduction to Reporting in the Context of Marketing Automation

Lecture 95 Lead Capture Metrics: Forms and Landing Pages

Lecture 96 Lead Capture Metrics: Ads and Paid Channels

Lecture 97 Reports to Understand Lead Sources and Attribution

Lecture 98 Email List Growth and Quality Metrics

Lecture 99 Nurturing performance: Email & Workflow Metrics

Lecture 100 Measuring the Impact of Automation on Customer Acquisition and Retention

Section 14: BONUS section

Lecture 101 Bonus lecture

Marketers who want to specialize in marketing automation and stand out in the job market,Freelancers and consultants looking to offer marketing automation as a high-value service,Business owners who want to automate marketing tasks and build scalable systems,Career changers interested in landing a role in marketing operations or automation,Marketing professionals who want to get hands-on practice with workflows, CRM, segmentation, and lead nurturing,Anyone who understands basic marketing and wants to learn how automation actually works inside real tools