Examples of Lead Nurturing Workflows

[JorieMunroe]

On a past thread, we discussed some of the ways that workflows can trigger your team internally. You can use them to automate data clean up or to trigger notifications to your sales team.

Now, let’s discuss ways you can use workflows to engage your leads and customers.

For example, one of my all-time favorite ways to use workflows is to re-engage leads that have abandoned their shopping cart.

The concept here is simple: When someone adds an item to their online shopping cart but leaves your site without completing the purchase, you can trigger an email workflow that reminds them of their forgotten purchase and motivates them to Live the transaction by offering a special discount code or some other incentive to buy.

That’s my favorite use workflows! How are you currently using yours? Sound off in the comments below.

[NPaul9]

well said

[MGhebrai]

One way to use workflows is to share testimonials that prove why your product works for customers still early on in their journey.

[savyhuynh]

One great way to use workflows is to provide insight into your business while offering helpful tips that keep your potential clients and customers engaged. For example, instead of just sending promotional emails, you can use workflows to share educational content, behind-the-scenes stories, or industry insights that demonstrate your expertise. Maybe it’s a quick guide on how to get the most out of your product, a video tip from your team, or a success story from another client.

[JInglis8]

In the post-secondary student recruitment industry, we often start with a face-to-face interaction at a school fair and then add the students into our CRM. Then we can add them into a workflow showing them more information about programs and upcoming online events. 

[AArraiz]

That is nice indeed haha! In what concerns me, my favourite one will always be the one taking part when you spend hours registering to a site, you spacde out, then you move onto the next thing.

And out of the blue it appears a pop up saying that you have changes or data not saved!!

Let me know if we are on the same page

[JoePrats0]

Similarly, I love being able to send a (opted-in) client or prospect content based on certain pages they've visited.

So at some point a prospect opted in with you. And now you are promoting an ungated report or LP with some content. If the contact visits that page, you can still send them a follow up email with the content, saying something like, "In case you wanted to grab this report to go!" or "In case you wanted to dive into some more insights from that report you saw, here's a blog looking at it from a whole other perspective..." (You get it. Making sure the content and email doesn't come off as "creepy" marketing stalking.) And you can use filters in the trigger to make sure it doesn't go to current customers and people that have already gotten it, or they won't get it if they've gotten other emails from you too recently, etc.

[DionE]

My favorite workflow would be the one that checks in on customers a few days after they purchase an item,

When a customer makes a purchase, you can trigger an automated follow up email asking how they are enjoying their order, mabe include a quick survey,

Its simple, but it keeps customers engaged, appreciated, and coming back.

[Jaycee_Lewis]

Hey hey @DionE 👋 Welcome to our community! Glad you're here! You can jump right in with our Learning Paths. Please let me know if you have any specific questions. — Jaycee

[CBasner]

I agree with the abandoned carts! Different industry here so while we don't do carts, we can re-engage abandoned quotes. 

[ywaheed5]

Thanks for sharing such nurturing steps and emails 

[CRagan4609]

A way you and engage customers using workflows is to create a form and automate it once its filled out to send welcome emails and explaining next steps for the customer  

[DiamondHarrell]

Workflows can nurture leads by sending automated emails, like welcome, following ups, reminders, and re-engaging emails to re activate leads. When some one abandons their cart, an workflow can trigger a reminder email to encourage them to complete their purchase. The more i become familiar with workflows in start to understand my email inbox and the techniques companies use to nurture leads and engage with their audience.

[PInaboya]

One way I would utilize workflow is to suggest related items or products to customers or leads based on their shopping cart contents or order history. This will keep the business at the top of their minds. 

[SRodriguez713]

For my persona, Alex, his project, I’d use a workflow to nurture new subscribers who download the Online Income Starter Checklist. It could send a welcome email with the checklist, follow up with extra tips for making money online, and guide them to watch videos or access other resources. This keeps leads engaged and builds trust while growing Alex’s YouTube community.

[JBourne19]

i would use workflows to nurture leads by sending automated emails, like welcoming new subscribers, following up after content downloads, or re-engaging inactive leads. for example, if someone abandons their cart, you can trigger a reminder email with a discount to encourage them to complete their purchase.

[MarlaDeliene]

Using dead cart tiggers or thank you emails show the customer you really care and build better brand value

[MSantos76]

I'd use workflows to re-engage leads who left items in their cart by sending a reminder or special offer to encourage them to complete their purchase.

[NGorby3]

I like to use emails, or discounts, sometimes when I have things in my shopping cart I wait on discount pop ups

[KEmley]

I really like using the follow-up emails. I think It’s a great way to keep leads engaged and gradually build stronger customer relationships. 

[AEgbuchulem]

I use workflows to stay connected with leads by sending follow-up emails and reminders. They help me re-engage customers who leave items in their carts and share updates or special offers to encourage them to complete their purchases.