Become a Marketing Automation Expert - From beginner to pro! from Udemy

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 to grow in their careers

- Consultants offering marketing services

- Founders building systems that scale

With 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 confidence

Learn 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 marketing

Discover 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 capture

Create 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 automation

Master 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 pro

Go 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 pro

Learn 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 automation

Set 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 adapt

Use 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-ups

Assign 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 performance

Track 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 automation
Real tool walkthroughs with examples from HubSpot, ActiveCampaign, Klaviyo, Kit, Brevo, and many others
Assignments and exercises to help you apply what you learn immediately

Meet your instructor

Hi, 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 Strategist

Ready to master marketing automation and grow your career (or your business)?Let’s get started.

What's inside

Learning objectives

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.

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.

Syllabus

Introduction

Review Marketing Automation basics - {OPTIONAL}

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

Career center

Learners who complete Become a Marketing Automation Expert - From beginner to pro! will develop knowledge and skills that may be useful to these careers:

Marketing Automation Specialist

A Marketing Automation Specialist designs, implements, and manages automated marketing campaigns across various channels. This includes setting up tools, building workflows for lead nurturing, segmentation, and scoring, and ensuring compliance. The "Become a Marketing Automation Expert" course directly equips learners with the hands on skills to excel in this field, from configuring accounts and managing permissions to building advanced workflows with conditional branching. It covers CRM integration, lead capture, and performance reporting, providing a comprehensive foundation for orchestrating sophisticated automated marketing programs. This course is essential for anyone aspiring to become a Marketing Automation Specialist.

See salaries and explore the career path for Marketing Automation Specialist

Marketing Automation Consultant

A Marketing Automation Consultant advises businesses on implementing, optimizing, and scaling their marketing automation strategies and systems. This often involves assessing client needs, recommending tools, designing workflows, and providing training. The "Become a Marketing Automation Expert" course is exceptionally well suited for this career path, as it is designed to take learners "from zero to confident in implementing marketing automation in a business – whether it's for a job, your clients, or your own company." It covers a practical setup checklist used by real consultants, tool comparisons, and best practices for compliance and reporting, providing the exact skillset required to offer expert marketing automation services.

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Marketing Operations Manager

A Marketing Operations Manager oversees the technology stack and processes that enable effective marketing. This includes managing marketing automation platforms, ensuring data integrity, and optimizing workflows for efficiency and scale. The "Become a Marketing Automation Expert" course is highly relevant, providing expertise in setting up and configuring marketing automation tools, managing CRM data, ensuring GDPR compliance, and integrating systems. Learners will gain practical experience in building and optimizing automated lead nurturing programs and reporting on performance, which are critical responsibilities. The course helps build a foundation in creating scalable systems, making one well prepared to manage complex marketing operations infrastructure.

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Email Marketing Specialist

An Email Marketing Specialist focuses on developing, executing, and analyzing email campaigns to engage audiences and drive conversions. While email marketing encompasses various strategies, automation is a key component for efficiency and personalization. The "Become a Marketing Automation Expert" course is highly pertinent, delving into building email flows and sequences for lead nurturing, optimizing email content timing, and managing unengaged contacts. Learners will master setting up account defaults for email sending, configuring domains, and understanding consent compliance, which are vital for successful email deliverability and regulatory adherence. This course helps build a foundation for creating data driven, high performing email automation programs.

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Demand Generation Manager

A Demand Generation Manager is responsible for strategies and campaigns that drive interest and leads for a business. This often involves creating multichannel campaigns, optimizing lead capture, and nurturing prospects through the sales funnel. The "Become a Marketing Automation Expert" course provides crucial skills for this role, focusing on building high converting lead capture forms and landing pages, expert lead segmentation, and setting up sophisticated lead scoring models. Learners will discover how to design automated lead nurturing sequences that guide prospects effectively. The course details how marketing automation impacts the funnel and how to report on performance, directly supporting the core objectives of a Demand Generation Manager.

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Lead Generation Specialist

A Lead Generation Specialist focuses on identifying and attracting potential customers for a business, often using various digital channels and tools. Marketing automation is a powerful ally in scaling lead generation efforts. The "Become a Marketing Automation Expert" course is highly relevant, providing expertise in creating high converting lead capture forms and landing pages, segmenting leads effectively, and nurturing them through automated sequences. Learners will understand how to build and manage a CRM to support lead generation, ensuring data quality and usability. The course's practical approach to automating the lead funnel is directly applicable to maximizing lead acquisition and qualification.

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Growth Hacker

A Growth Hacker is a creative and data driven marketer who rapidly experiments with various strategies across the product lifecycle to achieve aggressive growth. This role often involves leveraging technology and automation to scale efforts and gather insights quickly. The "Become a Marketing Automation Expert" course provides powerful tools for a Growth Hacker. Learners will gain expertise in setting up diverse automation tools, designing lead capture, segmentation, and advanced nurturing workflows that adapt based on behavior. The course's focus on tracking performance, attribution, and proving ROI aligns perfectly with the iterative, measurement driven nature of growth hacking, enabling rapid experimentation and optimization for user acquisition and retention.

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CRM Manager

A CRM Manager oversees an organization's Customer Relationship Management system, ensuring data quality, usability, and strategic application to support marketing and sales efforts. The "Become a Marketing Automation Expert" course offers significant benefit to an aspiring CRM Manager. It provides in depth instruction on building a CRM that fuels marketing, importing and syncing data, and connecting the CRM to automation tools. Learners gain expertise in best practices for contact management, data hygiene, custom CRM views, and data cleanups. Understanding how to organize, manage, and segment CRM data for automation is fundamental, making this course invaluable for someone focused on the operational excellence of a CRM.

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Growth Marketing Specialist

A Growth Marketing Specialist focuses on scalable strategies to accelerate user acquisition, activation, retention, and revenue. This data driven role often leverages technology to automate and optimize marketing experiments and campaigns. The "Become a Marketing Automation Expert" course provides a robust toolkit for a Growth Marketing Specialist, covering the design and implementation of automated lead capture, segmentation, and nurturing. Learners will understand how to build advanced workflows that adapt to user behavior using conditional branching and behavior based triggers. The course's emphasis on tracking performance, attribution, and proving ROI directly aligns with the data centric approach of growth marketing.

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Digital Marketing Specialist

A Digital Marketing Specialist manages various online marketing channels, aiming to increase brand awareness, drive traffic, and generate leads. Marketing automation is an increasingly integral part of a holistic digital strategy. The "Become a Marketing Automation Expert" course can be highly beneficial, helping one understand how to integrate automation into various digital campaigns. Learners will gain exposure to setting up tracking codes, creating high converting landing pages, and orchestrating automated email sequences. This course aids in building a foundation for measuring performance and understanding how automation optimizes the customer journey across digital touchpoints, making marketing efforts more efficient and effective.

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Customer Relationship Manager

A Customer Relationship Manager focuses on building and maintaining strong relationships with customers, often leveraging CRM systems and communication strategies. This role benefits from understanding how automation enhances customer engagement. The "Become a Marketing Automation Expert" course may be useful by providing deep insights into CRM management for automation, including data hygiene and segmenting contacts. Learners will understand how automated nurturing sequences can be used to engage customers beyond initial sales, and the importance of removing customers from lead nurturing. This course helps build a foundation in leveraging automation for a consistent and personalized customer journey.

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Sales Enablement Specialist

A Sales Enablement Specialist equips sales teams with the resources, training, and processes needed to sell more effectively. This often involves optimizing the lead handoff process, defining sales workflows, and integrating marketing and sales technology. The "Become a Marketing Automation Expert" course may be useful for this role by providing a deep understanding of lead scoring, automated lifecycle stage updates, and automating sales follow ups. Learners will understand how to assign leads, trigger tasks, and notify sales representatives, seeing how marketing and sales automation can work together for faster closes. This insight is essential for building effective bridges between marketing lead generation and sales conversion.

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Conversion Rate Optimization Specialist

A Conversion Rate Optimization Specialist focuses on improving the percentage of website visitors or users who complete a desired action, such as filling out a form or making a purchase. The "Become a Marketing Automation Expert" course may be useful for this role, particularly in its emphasis on optimizing the initial conversion points. Learners will gain practical insights into building high converting lead capture forms and landing pages, understanding what questions to ask without scaring leads away, and applying best practices for lead capture in automated funnels. This course helps build a foundation in designing effective automated touchpoints that are crucial for improving conversion rates across the marketing funnel.

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Data Analyst, Marketing

A Data Analyst Marketing role involves collecting, analyzing, and interpreting data to provide actionable insights for marketing strategy and campaign optimization. While direct data science might typically require an advanced degree, understanding marketing data sources is crucial. The "Become a Marketing Automation Expert" course may be useful, as it explicitly covers how to report on automation performance, track key metrics across the funnel, and use attribution and source reports to prove ROI. Learners will gain insight into how data is generated and organized within marketing automation tools, which is foundational for effective analysis. This understanding helps build a foundation in deriving insights from automated marketing efforts.

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Product Marketing Specialist

A Product Marketing Specialist is responsible for understanding the target customer, positioning products, and driving product adoption and growth. This involves communicating product value effectively throughout the customer journey. The "Become a Marketing Automation Expert" course may be useful by providing a deep understanding of how to segment audiences based on attributes and behaviors, and how to build automated nurturing sequences for effective communication. Learners will understand the importance of lifecycle stages and how automation supports moving users through product adoption funnels. While not solely focused on product, the course helps build a foundation in implementing personalized communication strategies that are vital for successful product marketing efforts.

See salaries and explore the career path for Product Marketing Specialist