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 to trigger a contact in the consideration stage when they visit a blog page with more info related to the subject would be useful to keep them engaged.
I am begiining to build work flows and sequences to automate the Deal Nurture process. We occasionally have deals that are stalled or pushed and the AE's are too busy closing current busniess. Automation will assist my BDR in sending monthly reminders or probing questions to see if they are ready to re-enage
New subscribers are added to our Newsletter list. They also receive a personalized marketing campaign based on their persona attribution. If they engage, scoring goes up and if it reaches a certain value, they become visible to sales reps for prospection.
I agree with a lot of the comments around using workflows for follow up emails; we also automate all of our newsletters through workflows so when potential customers subscribe from multiple channels they are automatically added to workflows.
We also use it as a way to add leads collected from linkedin lead gen campaigns to email campaigns.
I was also thinking of the same! Well, I think we can also use Workflows for those who have left a negative feedback on recent customer service encounter. If a bad feedback was left by a recent customer, we can get back to the customer and ask how we can make it up to them, or somehow find out how we can finally resolve their issues with the product of service we are offering them.
Now I can understand how online shopping malls contacted me with the items I left in the cart. As an intern, I need to find out how my company is using the workflow for the customers!
A good workflow method is sending follow-up emails to high valued customers to remind them of the appreciation of their loyalty. This can be set for customers with a value of greater than $120,000 in sales in the past 2 years with special promotional offers attached to engage repeat transactions.
I believe workflows work great for follow up emails. People have busy lives, and what better way to remind them of something they already have waiting in their cart.
We will use workflows to create a journey for a new client, starting with a welcome email, followed at intervals with pertinent, helpful information, and additional information or notifications when they complete an action, like reading a blog or downloading an ebook.
I think 1 way this helps lead nurturing is it uses a preset response based on triggers which helps the interaction remain human and personal giving an excellent user experience.
