Step-by-Step Marketing Automation with CMO.SO: A Beginner’s AI Guide

Why You Need an AI Marketing Tutorial

Ever set up an email journey and thought, “There must be an easier way!” Traditional drag-and-drop builders can be neat, but they demand manual effort. Enter our AI marketing tutorial: a guide to swapping guesswork for guided AI, community insights, and content automation.

You’ll learn how CMO.SO:

• Tailors email journeys with AI suggestions.
• Auto-builds and sends sequences.
• Generates SEO-ready blog posts via Maggie’s AutoBlog.
• Tracks GEO visibility in real time.

And you’ll see how it stacks up to old-school platforms like Engaging Networks.

The Old School vs The AI Way

In your corner, traditional tools bring:

• Solid drag-and-drop builders.
• Detailed condition branches.
• Custom date and birthday campaigns.

Nice. But there’s a catch:

• Each email needs manual content.
• No AI-driven optimisations.
• Learning curve for non-techies.

With CMO.SO you get:

• One-click domain submissions.
• AI-drafted email copy and subject lines.
• Automated content via Maggie’s AutoBlog.
• A buzzing community feed for fresh ideas.
• GEO visibility tracking across search engines.

That’s why our AI marketing tutorial focuses on CMO.SO. Let’s dive in.

Before You Begin: Set Clear Objectives

Every good journey starts with a map. Ask yourself:

• What’s my goal?
  Reactivating old leads? Onboarding new subscribers?
• Which action counts as success?
  An email open? A click? A donation?

Traditional tools like Engaging Networks let you choose objectives (e.g., New to Donor, Birthday Message). But with CMO.SO, AI recommends the best workflow based on your goal. No more guessing.

Pro Tip: Nail down one objective first.

A focused campaign trumps a messy one.

Step 1: Prepare Your Data

Data drives automation. You need:

• Subscriber list with opt-ins.
• Key dates (birthdays, signup dates).
• Custom fields (region, interests).

Engaging Networks makes you set opt-in criteria and filters manually. CMO.SO uses AI to scan your data, spot trends, and suggest segments—instantly.

With CMO.SO you can:

• Upload your list in minutes.
• Let AI group subscribers by behaviour.
• Auto-sync new signups every hour.

No more spreadsheet nightmares.

Step 2: Choose Your Journey Style

Traditional tools offer:

• General (one-size-fits-all).
• New to X actions.
• Birthday and custom dates.

CMO.SO keeps the best bits and adds:

• AI-Optimised Funnels: let AI split test subject lines and content.
• Community Templates: borrow proven workflows shared by peers.
• Dynamic Actions: send SMS, push notifications or emails based on user behaviour.

It’s all in one builder. Friendly. Fast.

Step 3: Build with AI Assistance

Here’s where our AI marketing tutorial shines.

1. Click Create Automation in CMO.SO.
2. Pick your objective or let AI suggest one.
3. Upload or sync your data.
4. CMO.SO drafts your journey:
   – Welcome email
   – Follow-up reminders
   – Decision splits (opened vs ignored)
5. Review AI suggestions. Tweak subject lines.
6. Hit Save.

Boom. A complete journey in minutes.

Comparison: Manual vs AI

• Manual: drag blocks, edit emails, set waits.
• AI: you confirm or adjust, AI fills the blanks.

Step 4: Generate Content on the Fly

You’ll love Maggie’s AutoBlog, CMO.SO’s hero feature. It auto-writes SEO-friendly blog posts based on your domain. No more staring at a blank page.

How it works:

• Enter a topic or keyword.
• AI drafts a post with headings and links.
• Edit if you like. Hit publish.

Need email copy? AI spins up a friendly welcome note in seconds. That’s part of our AI marketing tutorial—content creation made easy.

Explore our features

Step 5: Test and Optimise

Testing is vital. Engaging Networks has split tests for emails. CMO.SO goes further:

• AI-driven split tests: it picks the winner automatically.
• Performance predictions: see which subject line gets more opens.
• Community feedback: post your draft in the feed for quick tips.

Skip endless A/B rounds. Let AI and peers do the heavy lifting.

Step 6: Launch Your Campaign

Ready to go live? With CMO.SO:

• Click Launch.
• AI checks for missing links and suggestions.
• Campaign goes live at your chosen time.

No hidden menus. No complex settings.

Step 7: Track and Report

Old-school tools give you send and open stats. CMO.SO tracks:

• Opens, clicks and conversions.
• GEO visibility—how your messages rank in AI-driven search results.
• Engagement heatmaps on email and blog content.

Plus, the community hub highlights top performers. Learn what works. Adapt in real time.

Why This AI Marketing Tutorial Matters

You’re not just learning software. You’re:

• Shaving hours off setup.
• Accessing a community of real marketers.
• Getting AI insights to beat your competition.
• Generating SEO content without writers.

And it’s all in a single platform. No add-ons. No complex integrations.

Final Thoughts

If you’ve wrestled with clunky builders or felt lost in email lists, this AI marketing tutorial is your way out. CMO.SO wraps automation, content and insights into one neat package.

Time to stop fiddling. Start automating smartly.

Get a personalized demo