Are you searching for advertising and marketing automation workflows to avoid wasting you time and earn more money for your corporation?
Automated workflows hold your corporation working across the clock. This implies you may focus your time and power on different issues. Advertising automation additionally offers your clients a constant expertise which boosts your model’s fame.
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 promoting automation workflows. These have all been confirmed to work throughout industries and enterprise fashions. You’ll be taught what every workflow is and the way to set it up.
Prepared? Let’s get began!
What’s a Advertising Automation Workflow?
A advertising and marketing automation workflow is a sequence of promoting duties set to occur robotically based mostly on a algorithm or situations.
You’ll be able to consider every step of a advertising and marketing automation workflow as an “if, then” assertion. If sure situations or triggers are met, then particular actions will happen. These steps happen at totally different factors within the buyer lifecycle. And as a substitute of your advertising and marketing group having to finish these duties manually, you should use automated electronic mail workflows and different instruments.
Advertising automation workflows normally occur inside an electronic 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 era
- Buyer engagement
- Producing income
Let’s begin with lead era workflows.
Advertising Automation Workflows for Lead Era
Lead era is while you determine and appeal to potential clients for your corporation. The purpose is to seize the curiosity and call data of people who find themselves desirous about what you’re promoting. You’ll be able to then nurture these leads and convert them into clients.
Take a look at these advertising and marketing automation workflows you should use for lead era:
1. Lead Magnet Workflow
A lead magnet is one thing useful you give away without spending a dime in trade for contact data. When your customer fills out a kind with their title and electronic 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 group can attain out straight.
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Type submission
- Actions: Ship lead magnet, be part of electronic mail listing
2. Gated Content material Workflow
Gated content material is a particular type of lead magnet that makes use of your present content material advertising and marketing to generate leads. You’ll be able to disguise a part of your content material and ask guests to enter their electronic mail deal with to view the remainder of the web page. Gated content material attracts heat leads who’re already desirous about your provide.
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Type submission
- Motion: Unlock content material, be part of electronic mail listing
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 wish to recapture these conversions since they’re unlikely to come back again. One straightforward approach 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 may show an exit-intent popup that provides methods to re-engage, reminiscent of:
- related content material suggestions
- low cost wheels
- free transport codes
- lead magnets
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Exit-intent
- Motion: Be part of electronic mail listing, 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. If you automate your lead nurturing course of, you may hold your conversion engine on on a regular basis. This workflow begins after somebody indicators up on your electronic mail listing or requests a demo or pricing sheet. As soon as they enter the workflow, you may ship automated follow-up campaigns with the data they should decide.
Workflow Setup:
- Buyer journey stage: Lead
- Set off: Joins electronic mail listing 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 based mostly on their conduct. 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’ll be able to robotically section your leads with this buyer information 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 have 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 may 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’ll be able to ship a sequence of emails that includes your model story, testimonials or critiques, and social media hyperlinks.
Workflow Setup:
- Buyer journey stage: New subscriber
- Set off: Type submission
- Motion: Obtain welcome electronic mail or autoresponder sequence
7. Onboarding Automation Workflow
Onboarding emails are despatched out after new customers create their accounts or join your service. There’s typically lots of issues to do and be taught so customers can get essentially the most out of their account. An onboarding automation is the right technique to ship this data.
Workflow Setup:
- Buyer journey stage: New consumer
- Set off: Account creation
- Motion: Obtain onboarding electronic mail sequence and reminders for low-engagement customers
8. Publish-Buy Automation Workflow
When somebody buys one thing, that’s typically the height of their pleasure about your model. Preserve the power excessive with a well-written post-purchase workflow. It is a probability to point out your consideration to element and ensure new clients have what they should get essentially the most out of their buy.
Workflow Setup:
- Buyer journey stage: New buyer
- Set off: Product buy
- Motion: Obtain affirmation electronic mail, transport notifications, and different necessary data
9. Buyer Suggestions Workflow
Suggestions out of your clients is necessary for constructing belief with different potential clients. Optimistic critiques and testimonials are a strong type of social proof. Even adverse suggestions are an excellent alternative to point out that you just care about making issues proper.
Workflow Setup:
- Buyer journey stage: Current buyer
- Attainable triggers: Product buy, help ticket, return or refund request
- Motion: Suggestions request
10. VIP Celebration Workflow
Clients admire celebration emails for birthdays or the anniversary of changing into a buyer. You’ll be able to ship a particular present or low cost, or a heartfelt thanks. It is a nice technique to construct loyalty and encourage clients to purchase once more or hold their subscription. To do that, it’s essential to accumulate their birthday after they join. You then arrange a pre-written message to exit after a specified period of time. Normally it is a 12 months, however you might additionally do shorter anniversaries.
Workflow Setup:
- Buyer journey stage: Current buyer
- Triggers: Date
- Motion: Ship VIP electronic mail
11. Re-engagement Workflow
Do you might have a set of consumers or subscribers you haven’t heard from in awhile? A re-engagement workflow may help resurface your model. You may attain out to:
- Subscribers who haven’t opened your emails for a couple of months
- Clients who haven’t bought something within the final 6 months
- Customers who haven’t logged in for over a month
What you provide will rely on why they disengaged. Inactive clients is likely to be tempted by new merchandise or a seasonal sale. Chilly electronic mail subscribers may desire totally different content material or much less frequent emails. Re-engagement emails are additionally a great way to wash your electronic mail listing and enhance your conversion charges.
Workflow Setup:
- Buyer journey stage: Inactive buyer, subscriber, or consumer
- Attainable triggers: Time since final opened electronic mail, buy, or login
- Motion: Re-engagement electronic mail sequence
Advertising Automation Workflows for eCommerce
Lastly, we’ll have a look at some advertising and marketing workflows particularly for on-line shops.
12. Deserted Cart Workflow
Deserted cart emails are vital for any eCommerce retailer. You don’t have anything to lose by nudging clients about gadgets left behind of their carts. Cart abandonment emails normally remind customers concerning the gadgets they needed and embody a hyperlink to complete shopping for.
You additionally wish to attempt to deal with any buyer expertise points that would have led to cart abandonment within the first place. For instance, you might provide free transport, 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 electronic mail sequence
13. Upsell or Cross-Promote Automation Workflow
Upselling or cross-selling is a good way to extend a buyer’s lifetime worth (LTV) or the common 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: How you can Create Advertising Automation Workflows
We hope these automation examples have been inspiring. And bear in mind, creating these workflow automations doesn’t must be time-consuming.
With the fitting automation instruments, you may arrange automated advertising and marketing methods with just some clicks. Listed here 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 kinds with none coding abilities.
OptinMonster’s automated electronic mail integration seamlessly connects along with your favourite electronic mail service suppliers. This ensures well timed and customized follow-up communication along with your leads. Nurture them with focused electronic mail sequences and convert them into loyal clients.
Prepared to rework your advertising and marketing efforts? Unlock the total potential of promoting 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.
