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.
For our ecommerce site we are currently using targeted cross-sell or upsell automated workflows to encourage customers to shop again to increase order frequency
We have created a post-purchase workflow that I think is extremely helpful because it not only offers current customers incentive to recommend their friends, but it also gives customers a way to provide us with healthy/ constructive feedback.
We use workflows for reminders and follow-ups after a webinar. Depending on the campaign a prospect comes to us, we enroll them in an associated workflow that has offer that might appeal to them.
I like to check for Product interests, if new products or services emerge after the contact goes cold, you can effectively re-engage them offering new solutions for their needs
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!
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