Examples of Lead Nurturing Workflows

JorieMunroe
Inbound Professor

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.

178 Replies 178
SHussain1
Participant

Great

0 Upvotes
NGantzhorn
Member

We have never used workflows, but excited to start implementing them in our marketing practices.

0 Upvotes
JChris
Participant

Use them for abandoned cart campaign

SBASS
Contributor

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.

0 Upvotes
Lorrie
Member | Platinum Partner

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.

JamesC100
Member

Re-engage using your best performing emails they will have missed previously.

sfarshgar
Member

we are using workflows for online chats, for people that complete contact forms, registering in webinars, ...

Blonzao1
Member

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

TPrunyi
Member

Triggering reorder capaigns for customers who are nearing completion of their orders.

JCaragher
Participant | Partner

I use workflows for lead nurturing, following up with those who download an ebook or register for a webinar.

IRyan
Member

We will use them to engage with contacts.

FNasso
Participant

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!

MPoynton
Participant

Using workflows to re-engage leads is a great trigger-action. 

KHernandez
Member

Most companies use the for recruitment purposes 

Yshannon77
Member

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. 

 

iqrls
Member

We are just starting to use workflows and that is way I'm doing this course.

NMPohl
Contributor

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! 

MGlenn
Member

We use workflows to automate our trial onboarding process and nurture those in our pipeline. 

CGabriel2
Member

I use it to build customer relations

aagg
Member
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.
BRiback
Member

I like to apply them to pre-expire efforts.