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Recommended to engaged with the customer in the buyers journey.
We use Workflow to delivering relevant content according to the audience’s interests, behaviour and other criteria. The most actual challenge for us today - Lead Nurturing - how to build effective Workflow (Email Sequence) and setup Goals
I like re-engaging with leads with email workflows!
I primarily use them to nurture leads after they’ve downloaded something from the site
We use workflows to organize summer vs. permanent addresses for our clients, to re-engage post events, and to send RSVP reminders.
I find nurturing sequences with a goal to educate your lead work well. “Here are some additional resources you may find useful” and send them content that educates them about your brand, product/service and builds trust.
We use workflows when new visitors signs up on our platform to make sure they stay active on our platform
I plan to use workflows to warm up contacts in the pipeline and follow up emails
good information
as an organiser and reminder on the stuff we need to do
To let people know what they missed after they signed up for an event and didn’t get to attend, and provide further information to help them.
My workflows revolve around lists and targeting after form submissions. I also have workflows that do send internal emails to sales when one of their leads have reached a certain score so they can send a direct sales email check in.
Good
I also see a lot of great outcomes when using the abandoned cart workflow, especially if you uncover a pain point in the checkout process.
As a consumer, this technique is wonderful. It always catches me. “You left something in your cart, here is 15% off”.
However, sometimes I just do that as standard practice now. To get the future coupon ![]()
I love marketing automation, is amazing how tools can help us stay on top of the sales proccess, and most importantly it helps us provide a better customer service by contacting the customer on different stages of their process as we were offering a highly personalized service to them.
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We have three “retention” workflows that we’re really excited about. Our business model tracks external wholesaler activity.
When the wholesaler doesn’t submit business after 30 days, they get an automated they get a call from our success managment team
When the wholesaler produces 2 cases in 30 days, they get a thank you email and some encouragement to keep distributing with us
When the wholesaler produces 3 cases in 30 days, they get a call from our firm success team to ask how we can help and more active engagement
If the wholesaler doesn’t produce within 60 days, they go into a re-engagement campaign
This is a great way to continue to measure the productivity of your sales force without taking a ton of reporting time and rationing the responsibilities of your firm success team.
We haven’t used a lot of workflows yet, but coming from a sales background I can see the benefit. In sales, you have a HUGE network to maintain, literally thousands of contacts, and it’s impossible to keep track manually. Marketing workflows help you keep the ball rolling with minimal effort so you can focus on the customers that respond and most need your help.