How Every Marketing Automation Agency Thrives

performance marketing agencies

Agency marketing automation works its magic to get your website to perform. This is a central purpose for every marketing automation agency. Your automated internet marketing needs this.

Marketing automation agencies must achieve maximum performance every time. Their marketing automation services start from inbound marketing and creating high-quality content for their blogs, to targeting the right audiences efficiently. Affordably, too. Tough one to get right every time, right?

A quick overview of the marketing automation agency benefits

The matter of the fact is that there is one additional challenge for an agency’s managers. It is to keep track of the reviews and reports, integrate different SaaS for every single client, and so on.

Agency managers can leverage no-code process automation solutions and coordinate work across teams and different saas tools.

Now Moosend, goes far and beyond safely delivering your email campaigns to their respective recipients. We bring deep data integrations and automated digital marketing for major e-commerce platforms. This way, you can extract/export only the information you need.

To make your life easier still, with Moosend you get insane website tracking. Our software makes a life-purpose out of getting back to everyone who visited your page. At the same time, Moosend’s website tracking respects your users’ privacy. As of today, rest assured that all marketing automation services will be duly executed.

A bonus benefit for each and every marketing automation agency is our white-label platform. Take advantage of the many pros, including no direct purchase of credits, and so on.


Re-engagement workflows are the epitome of automatisation marketing

Retaining qualified leads is more cost-efficient than attracting new leads. And marketing automation for agencies builds on re-engagement campaigns.

It helps manage resources more effectively since it costs less to retain your existing customers instead of pursuing new ones. With Moosend’s automatisation marketing, your hard-earned leads are sticking with you.

Website tracking keeps an eye on all your leads and tracks the frequency of visits to your site. A marketing automation agency loves the insane flexibility and insights provided by website tracking. Why?

Because you automatically create a list to include those who have disengaged with your site over your specified amount of time. By “disengaged” we could refer to anything between a week or a few months’ time. It all depends on the frequency of contact and the product/service.

From that point on, agencies can set up their own email sequence to re-engage inactive users, either through offering incentives, or personalizing the content they receive by name and/or weather, and through the automatic segmentation through online behavior.

This is how website tracking works: When a number of users (logged in/ghost) or first-time visitors come to your website they are assigned a unique number which instantly associates them with their past online behavior (i.e. before they signed up).

A major marketing automation agency secret is the Specific Area of Interest workflow

Make sure you get off on the right foot with your first-time visitors. If you have already set up your website tracking component, you have access to your users’ online behavior. This will be matched to the right content from your site. If they have never visited your website before, they will be prompted to provide their email addresses to subscribe to your newsletter.

Then, once they take action on your website this will be added to their browsing record on your Moosend account. From there, you will be able to segment them accordingly, or re-segment them automatically in the future once their online behavior or interests altogether change.

Get off on the right foot with your first-time visitors: send them the content they are most interested in based on their online behavior.

  • Segment them effectively
  • Set up a second automation to have them re-segmented, once they start browsing another page more times or for longer

Every automation agency re-designs onboarding email sequence

Performance marketing is all about performance, right? But performance besides results encapsulates systematic preparation. More than than, it’s also about monitoring, great stamina, sticking to schedules and endurance.

Agencies need to incorporate all of these qualities in the email sequences they create for their clients and add value through every step of the way.

Once agencies have their first set of new qualified leads following a promo or other action, they need to drive them down the funnel promptly (lead nurturing, which helps with building email lists).

Convert them while they are still warm to the idea.

Neaten your onboarding process by walking your new subscriber through every step of the process, eventually leading them to converting or signing up for your SaaS software (even in freemium mode!)

What an awesome automation agency onboarding like

The onboarding sequence could proactively cover in range a variety of needs the subscriber might have. To do so, agencies should review the triggers that are activated most often and thus revisit the sequence occasionally to tweak it accordingly.

The outline of the onboarding sequence could be as follows:

  • “Welcome to the club!”
  • Personal welcome from the Founder/Sales Manager/Automatisation Marketing Manager
  • Weekly/monthly digest of popular posts or online articles
  • Posts from contributors or Customer Success from the same industry
  • Invitation to the company’s Beta Feature Release, Affiliate program, or other
  • Free access to premium model to experience the first-class product/service
  • Customer Support, Knowledge Base, and tour of the site
  • Invitation to upgrade, if they are actively using the product/service

Automation agencies increase profits through special offer reminders

Another golden feature for thriving agency marketing automation is to set up an automatic special offer reminder.

Agencies can make sure their clients remain top-of-mind before the offer expires. It’s this simple: if they have visited the landing page of a special offer, they get a reminder email!

This creates a sense of urgency and has subscribers feel like royalty. Essentially, they have their needs catered for by their very own PA!

Use agency marketing automation to survey buyers

Marketing automation agencies need to be on their toes to ensure that their clients’ customers don’t fleet. Since it is hard to keep up with this process for all their clients, automations come to the rescue, once again.

Marketers can now monitor customer happiness over time! Get feedback to optimize their clients’ public image, brand personality, as well as boost brand loyalty, etc.

With automatic surveys any automation agency can screen satisfaction levels among customers easily.

Set the surveys to run a week after a customer has ordered and received their parcel. You can also try to roll them out to your older/most loyal customers.

This is why every marketing automation agency customizes their marketing automation services towards that direction.

What about Client Reporting?


The average marketing automation agency will use 12 tools to produce their client reports.

They will also spend over 8 hours on a monthly basis per client on reporting alone. That’s an entire day!

When running a performance marketing agency one of the most crazy-boring tasks is client reporting. I get it! When you are awesome at managing your client accounts why would you spend many hours in creating custom excel-based reports on a regular basis?

Luckily, there are tools out there that minimize this effort. Looking for help with agency marketing automation? Looking to produce awesome reports in minutes rather than hours? Report Garden is probably the best of the bunch. The best part? They integrate with Moosend so you can produce your multi-channel reports starting today! Sign up for a Moosend account here.

In a gist, ReportGarden helps marketing automation agencies to create analysis and performance reports for their clients. They connect with your Moosend, Adwords, Analytics, bing ads accounts using APIs and loading data into their reports. You don’t have to write a single line of code!

You can also use it for invoice and budget management purposes. It rocks – we use it for our internal reports too!


Underperforming is by default in conflict with the very reason of existence of every marketing automation agency.

Find niches via segmentation or retain existing – albeit inactive – customers, with our automations. Automatically. It is now easier than ever to achieve performance marketing goals.

Marketing automation for agencies requires nothing but occasional monitoring of the process. No need to allocate more time slots on this one.

Save time from mundane, recurring tasks and dedicate it to customer growth and inventiveness. With Moosend.