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.
My favorite workflow that I am excited to use is the abandoned product. I get them in my email when I am exploring a website, and they cue me to purchase. I think when the product populates the email and personalizes it to the potential customer, it makes them more likely to convert.
Similar to abandoned cart emails, sending re-engagement emails to customers a period of time after their purchase, potentially with a coupon attached to get them to come back and make another purchase, is a good use of workflows.
we can use them as well to create a task for a quote owner when a quote status has been marked as rejected ... basically to follow up on a task that hasn't been completed
We are planning to use it as a follow-up whenever a customer orders a free-copy of our product. We want to get their input of the product, put them in contact with Sales and hopefully buy the product later on.
Engaging leads through workflows involves automated actions like sending personalized thank-you emails and reminders for follow-ups. This method helps maintain connections and encourages conversions without excessive manual effort. Personalized interactions, including follow-up calls, can further enhance engagement and responsiveness.
New to HubSpot. We plan on using workflows to possibly onboard new members also in our marketing to offer them products that they are not currently using.
Currently, we have workflows set up that fire to a Google sheet once a Hubspot Form is filled out. This helps us keep external users looped in with form fills and be able to continue the process.
Buyer personas should be audited and updated at least once a year to ensure they remain accurate and relevant, though the frequency may increase depending on industry dynamics. Regular updates are crucial as customer preferences, market trends, and business strategies evolve over time. Significant changes, such as launching new products, entering new markets, or adapting to shifting industry trends, also warrant an immediate review. Insights from campaign performance, customer feedback, or market research can help refine personas and uncover new opportunities. Keeping personas current ensures your marketing and sales efforts align with your audience's needs, driving more effective and targeted engagement.
New to HS! Looking forward to starting off with a workflow for users that may have clicked on a request for quote button, but did not fill out the fields.
Brand new to HubSpot (so excited). I plan to use workflows to onboard members to our FI. Depending on their actions, I'd love to add on workflows according to interest.