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.
As we have weekly webinars with a lot of repeat viewers with interests in specific themes, using workflows to nurture towards attending other similar content for those viewers to enjoy.
Hi @JorieMunroe Jorie - The "Create a Workflow" exercise is mandatory to get a HubSpot certificate, but you need Marketing Hub Professional to use a workflow. How is it possible to pass the course if course does not allow access to workflows? Thanks
by creating a specific lead follow up workflow including automated emails after a period of time if the lead cannot be contacted and to offer them more advice or similar products to the original product they were looking at or enquired on.
by creating a specific lead follow up workflow including automated emails after a period of time if the lead cannot be contacted and to offer them more advice or similar products to the original product they were looking at or enquired on.