Best Ecommerce marketing automation systems and how to use them

“There just aren’t enough hours in the day.”

If you’ve ever said this, you need one thing: Automation!

(And maybe to hire employees or say “no” more often, but those are conversations for another article.)

Ecommerce marketing automation tools and systems can save you dozens of hours every single week. You set it up once and let it run, only tweaking once in a while as necessary.

No more spending countless hours posting to your social media channels or coming up with emails to send your list. Woohoo!

In this article, you’ll learn about some of the best marketing automation systems and how to use them. Let’s dive in!


When it comes to marketing automation, you need the right tools and the knowledge of how to use those tools efficiently.

In this guide, I’ll discuss two major marketing channels ripe for eCommerce marketing automation, and some of the best tools to use on these channels:

Email and social media.


Email drives 80% of customer retention and 81% of customer acquisition, for a group of retail professionals surveyed in 2018.

In the past, email marketing has driven $44 for every $1 spent.

There’s no doubt that email marketing is one of, if not the, best marketing platforms for driving eCommerce ROI.

Problem is, squeezing the dollars out of your email list isn’t the easiest thing in the world anymore. Open rates are taking a dive as nearly every online business has a newsletter (and most of them suck).

Automation can help.

What I’m talking about here are automated lead nurturing funnels and automated transactional emails.

I’ll get into the specific how-tos of each of these in the email marketing automation how-to section. For now, you simply need to choose an email marketing software to house your list, and automate your emails.

ConvertKit. They are very user-friendly, have plenty of integrations with most content management systems (like WordPress, Shopify, BigCommerce, etc.) and have lots of simple automation features anyone can figure out.

However, some other popular tools include:

  • MailChimp
  • Klaviyo
  • GetResponse
  • ActiveCampaign
  • Drip

The most important features to look for in an email marketing platform are segmentation, personalization, and reporting.

These three things allow you to automate and scale your email marketing campaigns with the least amount of struggle possible.

Klaviyo, especially for online stores — they specialize in eCommerce, whereas the others are more general for anyone.

Once you’ve decided on your provider, move onto your social media!


Social media is another big driver of sales for most eCommerce stores. According to the same study from above, social media marketing drives 44% of customer retention, and 51% of customer acquisition.

Unfortunately, social media can be a HUGE time sink, often with little to no results. Again, automation is your savior!

Some of the best tools for automating your social media marketing include:

  • Buffer
  • MeetEdgar
  • HootSuite
  • Sprout Social
  • Agorapulse

The main features when deciding on which automation platform to use are post scheduling, social monitoring, reporting, and management.

If you’re only concerned with post scheduling and reporting, Buffer is very affordable and easy to use, whereas Meet Edgar is really advanced with smart algorithms to ensure your best content is re-shared automatically.

But if you want a full automation experience — being able to monitor your competitors and reply to messages and comments from one login — then you’ll want a more complete platform like Sprout Social or Agorapulse.

The software you choose really depends on your needs. Just pick one with the features you need at a price you can afford, then move on to the next section!


Alright, now you should have a platform to automate your emails (if you didn’t already). The question is: What’s the best way to use it?

ConvertKit, I’ll be showing you examples with that tool. However, most of these strategies can be used with nearly any email marketing software, so don’t feel like you need to go with ConvertKit.

Now let’s talk about lead nurturing campaigns.

A lead nurturing campaign is a simple series of emails you send to your list (aka your “leads”) in order to “nurture” them into a customer.

For example, an eCommerce lead nurturing email sequence might be triggered when someone signs up for an instant discount popup on your site, like this:

A subscriber on this list might get an email sequence like this:

  1. A welcome email with their discount, some cool info about the company, and what they should expect in terms of emails. Possibly also some products they might like based on which items they viewed in store (personalization).
  2. Two or three emails with educational content from your blog. Think “How to” or “Tips” type articles, such as “How to soften your beard” or “5 tips for a softer beard”. (I have a beard, so that’s what came to mind!)
  3. A “getting to know you” type email, where you send a quiz, form, or ask for a direct response. This will help you personalize future emails.
  4. An additional sale or new product release email, hopefully based off their answers to the previous email.

All the emails in that sequence can easily be automated ahead of time. In fact, you can automate up to a year or more after someone hits your list!

Next up, let’s talk social media!


Social media can be a great way to make sales and engage your audience — but the very nature of it is to consume time.

It’s easy to go on just to “post an update”, then spend an hour or two scrolling through your feed and responding to notifications.

To avoid that time sink and still get the benefits of more sales, automation can help. Here’s what I do:

If you use Buffer or another simple scheduling software, simply fill your feed with good content. Look at the analytics section inside your social media tool to find your most engaging content. This could be the most retweets, most comments, most clicks, etc.

Then, post more of your best stuff!

To further optimize things, look at the time of day, and day of the week that’s most engaging for your content. Here are some of the best times to post based on social platform, but keep in mind that your unique audience may be completely different:

  • Twitter: All Day Tuesdays, 11AM to 12PM Wednesdays
  • Facebook: All Day Wednesdays, 9-10AM Tuesdays
  • Instagram: Sundays 3-4AM, All Day Tuesdays, and 10-11PM Wednesdays

To keep your post scheduling efficient, I recommend sitting down once a week or once a month to schedule everything in one batch.

My friend and fellow marketer Aaron Orendorff recommends:

  1. Creating long-form, epic content on your blog.
  2. Picking out the key points from the article.
  3. Creating a social post for each key point to promote the article.

For example, after publishing  white hat SEO article, I created 13 separate LinkedIn posts, each one maximizing their 1,300 character limit with a unique key takeaway.

Pro tip: Running out of posting ideas? Try signing up for Quuu to get hand-picked, high-quality content to share on your social accounts.

One last tip before you go…

Beyond scheduling posts and managing your accounts, you can also create automated chatbots to market your store and answer common questions. They’re taking the world by storm, and people seem to be loving them (if they’re done right).