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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.
My workflows revolve around lists and targeting after form submissions. I also have workflows that do send internal emails to sales when one of their leads have reached a certain score so they can send a direct sales email check in.
I find nurturing sequences with a goal to educate your lead work well. "Here are some additional resources you may find useful" and send them content that educates them about your brand, product/service and builds trust.
We use Workflow to delivering relevant content according to the audience's interests, behaviour and other criteria. The most actual challenge for us today - Lead Nurturing - how to build effective Workflow (Email Sequence) and setup Goals
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
