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4 ways to automate Dotdigital

By Nicole Replogle · December 5, 2022

Dotdigital (formerly dotmailer) is a popular marketing automation platform that helps teams connect with leads across various communication channels. The tool comes with robust automations like customized email campaigns, social media ad retargeting, triggered messages, and program analytics. 

But Dotdigital becomes even more powerful when you integrate it with the rest of your team's technology infrastructure.

When you create automated workflows—what we call Zaps—that combine Dotdigital's smart customer engagement features with your most-used tools, you exponentially increase your team's impact. The automation ideas listed below can help you manage incoming leads, react swiftly to new engagement opportunities, and keep your team updated across all stages of the marketing funnel.

Zapier is the leader in no-code automation—integrating with 5,000+ apps from partners like Google, Salesforce, and Microsoft. Build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Add leads to Dotdigital

Dotdigital has powerful automation tools for rolling out cross-channel marketing campaigns. But before you can blow away a prospect with your emails or SMS messages,they have to make it onto your list of leads.

Depending on your business, you might find leads in one of several places. Adding every new lead manually from each form submission and social media engagement can quickly become time-consuming. And relying on manual processes for entering new leads into Dotdigital risks some potential customers falling through the cracks.  

Instead, use these Zaps to create or update contacts in Dotdigital from new leads elsewhere around the web. The following workflows let you ensure each new lead is accounted for:

Update dotdigital contacts with new Facebook Lead Ads leads

Update dotdigital contacts with new Facebook Lead Ads leads
  • Facebook Lead Ads logo
  • dotdigital logo
Facebook Lead Ads + dotdigital

Add leads to your marketing programs

Dotdigital's automated marketing workflows—called "programs"—let you send leads through an automated marketing journey based on triggers, rules, and delays. But to start a lead on their journey, you'll need to manually add them to specific programs.

This process can be slow and introduces the risk of some leads getting lost in the shuffle. By setting up an automated system for funneling leads into the appropriate marketing program, you'll save your team valuable time so they can focus on ensuring every contact is nurtured appropriately.

For example, whenever someone clicks on a specific Facebook ad, you may want to add them to a related marketing journey. Or perhaps you've been compiling a spreadsheet listing leads who might be good candidates for a specific program. 

No matter your unique workflow or decision-making process, you don't need to manually add these contacts to programs in Dotdigital. Set up one of these Zaps to ensure that the right leads are automatically added to the appropriate marketing programs to keep them invested in and connected to your brand.

Keep track of form responses

Dotdigital lets users create landing pages and forms for collecting information from leads and customers. You can then use this information to adjust what isn't working and enhance what is—as well as respond to qualified leads. 

But the best way to make informed decisions is to keep detailed track of customer responses. Keeping all relevant data in one place lets you get a birds-eye view of patterns in customer behavior and preferences. And when you're using multiple marketing apps, it's even more important to ensure your customer records and lead information is consistent across all stages of the sales funnel.

This means copying submissions manually over into a spreadsheet, to-do list, or CRM. With Zapier, you can skip the manual data entry by connecting forms and surveys to your database of choice. Then you can spend your time on other, less repetitive tasks—like nurturing leads and building relationships with customers.

Keep your team up to date

As a marketer, you understand the importance of acting on leads as quickly as possible. The chances of converting new prospects into paying customers are higher the sooner your team makes contact with them.

So you may need more than your Dotdigital dashboard to keep your team up to date. For certain types of form responses, you may want to receive an immediate notification instead of waiting for a team member to log into Dotdigital. 

You can save time and ensure quick responses by connecting Dotdigital to your team's communication app. Whether it's email or team chat, Zapier can help your team stay on top of new leads and reach out to them at the right time.

Automate Dotdigital to spend your time more wisely

As your organization grows, it gets much harder to manage marketing and sales processes without automation. When your team relies on manual data entry and tracking to stay on top of new leads and customer feedback, it's almost guaranteed that important opportunities will fall through the cracks. 

Automating Dotdigital lets your team work smarter, not harder. You can then redirect that saved time and energy into the most important tasks—like nurturing leads and serving your customers.

This is just the start of what you can do with Zapier and Dotdigital. Head to our App Directory to find the right workflow to supercharge your work.

Zapier is the leader in no-code automation—integrating with 5,000+ apps from partners like Google, Salesforce, and Microsoft. Build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'