What is marketing automation and who is it designed to help?
Marketing automation is software that automates repetitive marketing tasks and customer journeys using integrated CRM data and behavioral triggers. This feature is essential for marketing teams aiming to scale personalization and increase efficiency.
It is designed for businesses of all sizes that want to move away from manual spreadsheets and busywork. By automating follow-ups, lead scoring, and updates, teams can focus on strategic planning and higher-value activities. The Hoop platform ensures your automated campaigns run reliably.
Which types of repetitive tasks can you automate with this feature?
You can automate a comprehensive range of marketing and sales-related tasks and multi-branch logic across customer journeys. This allows for tailored interactions at scale, adapting to engagement and lifecycle changes. The Automation feature on Hoop covers several critical functions:
- Email sequences and nurture campaigns that adapt to user engagement.
- Lead routing, task creation, and updating deals for seamless sales handoffs.
- Scoring leads using behavior and fit models to prioritize outreach.
- Property updates and creating alerts based on real-time segment triggers.
How do I create powerful automated workflows in Hoop?
You build powerful workflows using a visual drag-and-drop editor. This approach makes complex automation approachable and eliminates the need for developers. You design the logic once, and it runs reliably.
Workflows are triggered by actions such as form fills, page views, list joins, and property updates. Within the editor, you define the flow using:
- Actions that update records or send messages.
- Delays to space out communication.
- Branches for conditional logic.
- Goals to define success criteria.
How does Automation integrate and connect with my existing CRM data?
The Automation feature is deeply integrated with your customer records on the Hoop platform. This native connection allows the system to both read and write properties and timelines, ensuring every action stays perfectly in sync with your records.
The system uses CRM context, behaviors, lifecycle changes, and deal activity to tailor every step of a journey. You can use granular filters and dynamic lists based on this data for precise targeting and segmentation at scale. This allows you to insert dynamic tokens and conditional content for maximum personalization.
What are the pricing plans or usage limits for this automation feature?
This powerful Automation feature is available across multiple Hoop platform pricing tiers to suit different business needs and scales. It is included in the core, pro, and enterprise plans.
While the exact volume limits vary by plan, typically higher tiers offer increased capacity for active workflows, number of contacts managed, and advanced features like unlimited A/B testing and priority support. Enterprise plans often include custom capacity and dedicated implementation support to ensure high-volume orchestration success.
What kind of analytics can I use to measure and improve my automations?
The platform provides built-in tools to measure and continuously improve the effectiveness of your automated journeys. This ensures that you can constantly optimize for better performance and diagnose issues.
Key measurement capabilities include:
- Seeing conversion rates by step to diagnose where customers drop off.
- The ability to A/B test different subject lines, send times, and branches within a workflow.
- Using attribution reports to directly connect automated activity to pipeline and revenue generation.