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.
I too like shopping cart reminders. Sometimes I drop something in a shopping cart, get interrupted and leave the site. An email reminder is a great way to help me finish the transaction. Same with events. Often you start registering for an event, don't have all the required information handy so you stop. A email reminder to finish registering is very helpful.
Approaching customers with stuff left in their shopping carts on website with limited period discount offer or free shipping is a good idea to generate leads.
The goal of the sales process is to convert as much of the target audience as possible and helping them move through their buyer's journey. To do that, you need your process to be as efficient as possible through proper optimization of the workflows.
We use workflows to engage contacts on topics they've showed interest in. These often include sharing upcoming and on-demand webinars, downloadable guides and infographics, and blog posts on related topics.
We will be using workflows for post-conference follow-ups, lead nurturing, re-engage customers and follow-up post-sales (with the idea to engage for consumable purchases).
We are just beginning to use workflows for post-conference workflows. It's a great way to build brand awareness with content offers that are contextually valuable for our buyer personas