Jul 11, 2021 9:00 AM
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.
Jul 27, 2021 10:45 PM
Jul 26, 2021 4:59 PM
I like to apply them to pre-expire efforts.
Jul 23, 2021 6:22 PM
One workflow I've used a lot is to re-engage somone who has opened an email and spent some time on it but did not click the CTA.
Jul 23, 2021 1:05 PM
Jul 23, 2021 11:18 AM
We use them to remind contacts of info sessions, webinars and events they have registered for. For example, once registered they are automatically put into a workflow that triggers one or two early reminders of the event, one the day before/of the event, and a follow-up email after the event. The follow-up also targets those who were unable to attend providing them a CTA for future similar events and contact info if they would like to connect with us.
Jul 23, 2021 9:26 AM
We have recently created the cart abandonment workflow for our customers which runs daily.
Jul 22, 2021 12:24 PM
My all-time workflow is when someone signed up and has not used the product then we will trigger "how-to guide" informational emails to use the product to those users at periodically 2 days, 7 days, and 15 days.
Jul 20, 2021 6:57 PM
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.
Jul 20, 2021 8:48 AM
Use emails to keep yourself in the eye of the consumer. Let them know you are there and are ready when they are.
Jul 20, 2021 8:01 AM
I will be creating my 1st workflow today.
Jul 19, 2021 11:05 PM
To re-connect with customer.
Jul 19, 2021 8:05 PM
We send email automation post webinars to remind them to purchase and provide discount codes.
Jul 19, 2021 2:43 PM
create followups for premium content downloads
Jul 16, 2021 3:38 PM
To increase engagement
Jul 16, 2021 10:51 AM
We use workflows to reengage our customers who entered our quote flow but didn't purchase a policy.
Jul 16, 2021 8:23 AM
For some use cases, we've used workflows to nurture leads after they have attended a webinar.
Jul 15, 2021 12:02 PM
Jul 15, 2021 7:55 AM
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.
Jul 14, 2021 5:35 PM
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.
Jul 14, 2021 4:02 PM
A good use is to automate suggestions of additional content or offers to those who have shown interest in related content.
Jul 14, 2021 1:08 PM
We use workflows to remind users to download their free whitepaper for those that don't click on our landing page.