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.
Workflows are the best thing that ever happened! There are soo many options, I would recommend to get an A3 or A1 piece of paper and create your workflow there, taking into account every variable and action, so once you get into HubSpot, it's a quick win! Also, explore, try and a fail, the best way to learn it!
We will mostly likely use workflows to engage our clients after their initial service is complete to let them know that we offer other services that may be useful to them.
We are just using ours right now to alert our sales people when customers hit significant milestones in our pipeline to make sure there is plenty of human touches!
Workflows can be useful when filtering leads by region. Engagements that are vetted by locations of interest to optimize leads is one way my company may thrive.
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.
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.
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.
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