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.
Automated workflows are series game changer to stay connect with potential, past and present clients as they interact with your business. This will make a major difference in the workflows space.
We are busy using this as a way to keep being top of mind when it comes to the quieter seasons in the real estate industry. Once the warmer time comes around we are ready to help our clients buying and selling if they choose to.
In our business I would like hubspot workflows to automatically reach out to a client 2 months before their rebook of our services which happens every two years, this would then trigger them to automatically make a booking with us however in the workflow we can add a manual intervention to schedule the booking in a job run, however if we could intergrate this with mappify this could be done for us in the workflow. This would be our core usage of the workflows.
One particular area we are interested in analyzing is when our users register for an event but do not ultimately pay for it. Could be similar to adding items to a shopping cart, but not checking out. We would want to nuture them to complete their payment through nuturing emails on some type of frequency.
When I think about repetetive tasks, that could be weekly emails/news, subscriptions, eBriefs. Also, some scheduled emails in advance, such as notifications.
One method to lead nurturing workflows is to automate repetitive tasks. This can be done by sending out reminders of important scheduled events, social media, etc.
Worklows can be used if a visitor downloads an eBook or fills out a contact form
Send a thank-you email with the downloadable resource -- After 2 days, send a follow-up email -- If they click the second email, enroll them in a product-focused sequence --If they don’t engage, send a re-engagement email with a special offer or survey
.png "HubSpot Employee"){kind=icon}
