Are you searching for advertising and marketing automation workflows to avoid wasting you time and earn more money for your corporation?
Automated workflows preserve your corporation operating across the clock. This implies you possibly can focus your time and power on different issues. Advertising automation additionally offers your clients a constant expertise which boosts your model’s status.
Advertising automation workflows are so efficient that automated emails drive 320% extra income than non-automated emails!
On this article, we’ll undergo the best examples of selling automation workflows. These have all been confirmed to work throughout industries and enterprise fashions. You’ll study what every workflow is and learn how to set it up.
Prepared? Let’s get began!
What’s a Advertising Automation Workflow?
A advertising and marketing automation workflow is a collection of selling duties set to occur mechanically primarily based on a algorithm or circumstances.
You may consider every step of a advertising and marketing automation workflow as an “if, then” assertion. If sure circumstances or triggers are met, then particular actions will happen. These steps happen at totally different factors within the buyer lifecycle. And as an alternative of your advertising and marketing staff having to finish these duties manually, you should use automated e-mail workflows and different instruments.
Advertising automation workflows often occur inside an e-mail service supplier (ESP) like Mailchimp or a buyer relationship administration (CRM) software program like Hubspot.
We’ve separated our instance workflows into 3 classes:
- Lead technology
- Buyer engagement
- Producing income
Let’s begin with lead technology workflows.
Advertising Automation Workflows for Lead Era
Lead technology is if you establish and entice potential clients for your corporation. The purpose is to seize the curiosity and speak to data of people who find themselves excited about what you’re promoting. You may then nurture these leads and convert them into clients.
Try these advertising and marketing automation workflows you should use for lead technology:
1. Lead Magnet Workflow
A lead magnet is one thing precious you give away without spending a dime in change for contact data. When your customer fills out a type with their title and e-mail deal with, they get entry to the lead magnet. Their contact data goes into your automation platform. From there, they will enter an automatic lead nurturing workflow or your gross sales staff can attain out immediately.
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Kind submission
- Actions: Ship lead magnet, be a part of e-mail checklist
2. Gated Content material Workflow
Gated content material is a particular sort of lead magnet that makes use of your present content material advertising and marketing to generate leads. You may disguise a part of your content material and ask guests to enter their e-mail deal with to view the remainder of the web page. Gated content material attracts heat leads who’re already excited about your provide.
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Kind submission
- Motion: Unlock content material, be a part of e-mail checklist
OptinMonster makes it straightforward to show any weblog put up or web page right into a lead magnet!
3. Browse Abandonment Workflow
Browser abandonment is when guests go searching your web site however depart with out doing something. You need to recapture these conversions since they’re unlikely to return again. One straightforward manner to do that is with exit-intent advertising and marketing campaigns.
Exit-intent tracks when guests transfer their cursor towards closing the browser. Then you possibly can show an exit-intent popup that provides methods to re-engage, equivalent to:
- related content material suggestions
- low cost wheels
- free delivery codes
- lead magnets
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Exit-intent
- Motion: Be part of e-mail checklist, show low cost or different particular provide
4. Lead Nurturing Workflow
Lead nurturing is the method of guiding new leads towards making a purchase order. Whenever you automate your lead nurturing course of, you possibly can preserve your conversion engine on on a regular basis. This workflow begins after somebody indicators up in your e-mail checklist or requests a demo or pricing sheet. As soon as they enter the workflow, you possibly can ship automated follow-up campaigns with the data they should decide.
Workflow Setup:
- Buyer journey stage: Lead
- Set off: Joins e-mail checklist or enters CRM
- Motion: Ship lead nurturing emails
5. Lead Scoring Workflow
A lead scoring workflow is an extension of the lead nurturing workflow. Prospects get factors assigned to them primarily based on their habits. For instance, if somebody clicks a hyperlink to the gross sales web page, they get factors. The upper a lead rating, the extra probably they’re to transform. You may mechanically section your leads with this buyer knowledge and ship focused content material to assist them convert.
Workflow Setup:
- Buyer journey stage: Lead
- Potential triggers: Useful resource obtain, hyperlink click on, button click on on web page, and others
- Motion: Ship reductions and different data, provide gross sales name
Advertising Automation Workflows for Buyer Engagement
Subsequent, we’ll take a look at some workflows for growing engagement after somebody subscribes or makes a purchase order. Simply because they’ve taken that first step doesn’t imply you possibly can ignore them. These advertising and marketing automation workflows can enhance buyer retention and your backside line.
6. Welcome Automation Workflow
Welcome emails could be extremely efficient. It’s the primary message a brand new contact receives, proper when they’re most enthusiastic about your model. You may ship a collection of emails that includes your model story, testimonials or evaluations, and social media hyperlinks.
Workflow Setup:
- Buyer journey stage: New subscriber
- Set off: Kind submission
- Motion: Obtain welcome e-mail or autoresponder collection
7. Onboarding Automation Workflow
Onboarding emails are despatched out after new customers create their accounts or join your service. There’s usually numerous issues to do and study so customers can get probably the most out of their account. An onboarding automation is the right method to ship this data.
Workflow Setup:
- Buyer journey stage: New consumer
- Set off: Account creation
- Motion: Obtain onboarding e-mail collection and reminders for low-engagement customers
8. Submit-Buy Automation Workflow
When somebody buys one thing, that’s usually the height of their pleasure about your model. Preserve the power excessive with a well-written post-purchase workflow. This can be a probability to point out your consideration to element and ensure new clients have what they should get probably the most out of their buy.
Workflow Setup:
- Buyer journey stage: New buyer
- Set off: Product buy
- Motion: Obtain affirmation e-mail, delivery notifications, and different vital data
9. Buyer Suggestions Workflow
Suggestions out of your clients is vital for constructing belief with different potential clients. Constructive evaluations and testimonials are a strong type of social proof. Even destructive suggestions are a very good alternative to point out that you simply care about making issues proper.
Workflow Setup:
- Buyer journey stage: Present buyer
- Attainable triggers: Product buy, assist ticket, return or refund request
- Motion: Suggestions request
10. VIP Celebration Workflow
Prospects respect celebration emails for birthdays or the anniversary of turning into a buyer. You may ship a particular present or low cost, or a heartfelt thanks. This can be a nice method to construct loyalty and encourage clients to purchase once more or preserve their subscription. To do that, you must gather their birthday once they join. Then you definitely arrange a pre-written message to exit after a specified period of time. Often it is a 12 months, however you could possibly additionally do shorter anniversaries.
Workflow Setup:
- Buyer journey stage: Present buyer
- Triggers: Date
- Motion: Ship VIP e-mail
11. Re-engagement Workflow
Do you’ve a set of consumers or subscribers you haven’t heard from in awhile? A re-engagement workflow may also help resurface your model. You may attain out to:
- Subscribers who haven’t opened your emails for a couple of months
- Prospects who haven’t bought something within the final 6 months
- Customers who haven’t logged in for over a month
What you provide will depend upon why they disengaged. Inactive clients may be tempted by new merchandise or a seasonal sale. Chilly e-mail subscribers may choose totally different content material or much less frequent emails. Re-engagement emails are additionally a great way to wash your e-mail checklist and enhance your conversion charges.
Workflow Setup:
- Buyer journey stage: Inactive buyer, subscriber, or consumer
- Attainable triggers: Time since final opened e-mail, buy, or login
- Motion: Re-engagement e-mail sequence
Advertising Automation Workflows for eCommerce
Lastly, we’ll take a look at some advertising and marketing workflows particularly for on-line shops.
12. Deserted Cart Workflow
Deserted cart emails are essential for any eCommerce retailer. You don’t have anything to lose by nudging clients about gadgets left behind of their carts. Cart abandonment emails often remind consumers concerning the gadgets they wished and embrace a hyperlink to complete shopping for.
You additionally need to try to deal with any buyer expertise points that would have led to cart abandonment within the first place. For instance, you could possibly provide free delivery, a reduction code, or methods to contact customer support with questions.
Workflow Setup:
- Buyer journey stage: Potential buyer
- Triggers: Merchandise added to cart with out buy
- Motion: Deserted cart e-mail sequence
13. Upsell or Cross-Promote Automation Workflow
Upselling or cross-selling is an effective way to extend a buyer’s lifetime worth (LTV) or the typical order worth (AOV). Upselling is providing an improve of the unique product. Cross-selling is recommending associated merchandise. This workflow is nice at encouraging previous clients to purchase once more.
Workflow Setup:
- Buyer journey stage: Previous buyer
- Attainable triggers: Buy historical past, merchandise in cart
- Motion: Product suggestions, upsell popup
Subsequent Steps: The right way to Create Advertising Automation Workflows
We hope these automation examples have been inspiring. And keep in mind, creating these workflow automations doesn’t must be time-consuming.
With the fitting automation instruments, you possibly can arrange automated advertising and marketing methods with only a few clicks. Listed below are our high picks:
We additionally must put in a plug for OptinMonster as your final advertising and marketing automation software.
Create eye-catching pop-ups, floating bars, slide-ins, and different optin types with none coding abilities.
OptinMonster’s automated e-mail integration seamlessly connects along with your favourite e-mail service suppliers. This ensures well timed and personalised follow-up communication along with your leads. Nurture them with focused e-mail sequences and convert them into loyal clients.
Prepared to remodel your advertising and marketing efforts? Unlock the complete potential of selling automation with OptinMonster and watch your leads soar and conversions skyrocket.
Revealed by Jennifer
Jennifer is a content material author and course creator. She has a ardour for serving to small companies develop sustainably and ethically. In her spare time, she enjoys writing fiction, cooking, and exercising.
