Free guide · 2026

Marketing Automation Guide 2026: 7 Essential Flows

The right automation turns every visitor into a prospect and every customer into an ambassador. Discover the 7 automation flows that double conversions.

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Complete guide + checklist
Free PDF · Updated July 2026
  • Checklist pas-cu-pas
  • Ready-to-use templates
  • Case studies from Romania
  • Real KPIs and benchmarks
  • Common mistakes to avoid

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451%
more qualified leads with automation fully in place
320%
more revenue from automated emails than from manual ones
5×
higher ROI with lead scoring than treating every lead the same
80%
of repetitive marketing work can be automated

Essential steps

The methodology that delivers real results

01

Welcome series automation

The first 7 days set the relationship with the new contact.

  • Email 1 (immediately): Deliver the lead magnet + who you are in 3 sentences
  • Email 2 (day 2): Your best content / case study
  • Email 3 (day 5): Customer testimonial / transformation
  • Email 4 (day 8): Consulting offer or free demo
02

Automatic lead scoring

You prioritise sales on the leads closest to a decision.

  • +10 points: opens an email
  • +20 points: clicks a link
  • +30 points: visits the pricing page
  • +50 points: fills in the form → automatic alert for sales
03

Abandoned cart recovery

You recover 15-25% of abandoned carts with 3 emails.

  • Email 1 (1h): Reminder with no discount
  • Email 2 (24h): Reviews for the products in the cart
  • Email 3 (72h): Last chance + 10% discount
  • Don't offer the discount in the first email
04

Post-purchase sequence

The new customer is the most receptive: turn them into an ambassador.

  • Day 0: Confirmation + tracking
  • Day 3: Onboarding / how to use the product
  • Day 7: Review request (after delivery)
  • Day 14: Complementary upsell / cross-sell
05

Re-engagement and win-back

You reactivate 25% of the inactive contacts on your list.

  • Email 1: 'We've missed you' + your most valuable content
  • Email 2: Special offer exclusive to inactive contacts
  • Email 3: 'Staying or leaving?', you announce you'll remove them
  • Delete contacts who don't respond even to the win-back
06

Behaviour-based triggers

You respond automatically to visitor behaviour on the site.

  • Visits the pricing page 3× → email with the demo offer
  • Downloads a guide → enters the nurturing sequence
  • Doesn't open emails for 60 days → enters win-back
  • Scrolls 90% of the services page → popup with a audit

Frequently asked questions

Which automation platform should I choose?

Brevo to start (GDPR, accessible pricing). ActiveCampaign for B2B services (the best feature-to-price ratio). Klaviyo for ecommerce (native Shopify/WooCommerce integration). HubSpot for enterprise.

How long does implementation take?

The basic stack (welcome series + abandoned cart + post-purchase): 2-4 weeks. Lead scoring + behaviour triggers: 4-8 weeks. Full ecosystem: 2-3 months. ITargetMarketing can implement everything within the first month.

Do I need a separate CRM?

It depends on complexity. For B2B: CRM (HubSpot, Pipedrive) + Marketing Automation (ActiveCampaign) are complementary. For B2C/ecommerce: Klaviyo or ActiveCampaign have sufficient built-in CRM.

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