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.
I think workflows are very useful. They can help businesses engage with and convert leads into customers. Personally while I have never used one, I like the Re-Engagement Workflow, which can send a series of targeted emails to re-engage inactive leads or offer incentives or discounts to encourage them to take action (e.g., make a purchase, visit your website).
A workflow I find incredibly useful is the Post-Purchase Follow-Up. After a customer makes a purchase, this workflow triggers a series of emails designed to enhance the customer experience. The first email might be a thank you message, the next could provide useful tips on how to get the most out of the purchased product, and another might ask for customer feedback or offer related products (cross-sell/upsell opportunities). This not only helps in maintaining engagement but also builds loyalty and encourages repeat business.
The use of workflows is practically unlimited. I have used it the most to automate processes within the database, making the departments have less burden and can focus on their tasks. Thinking about it for leads, it can be good to generate reminders or to send notifications/congratulations at specific moments, helping you with the contact information.
I'm not sure if this is quite right but, after a purchase is made... A follow up email is sent to our customer, encouraging further purchase of our products through a discounted coupon, or send emails of clothing items that are similar to what they showed interest in - so that in theory they may become more enticed if they spot something even more to their liking.
Lead nurturing workflows are crucial for guiding customers through the sales funnel and building relationships. Examples include the Welcome Series Workflow, which involves sending a personalized welcome email, highlighting top products or services, sharing customer testimonials or case studies, and offering special discounts or promotions to encourage purchases. These workflows help build trust and drive sales.
Lead nurturing workflows involve various strategies to guide leads through the buyer's journey and build relationships.
Examples include welcome series, educational content, product onboarding, reengagement campaigns, event promotions, lead scoring, abandoned cart recovery, and customer feedback requests. These workflows aim to engage leads at different stages, nurturing them towards conversion and fostering loyalty.
A re-engagement workflow is a series of steps or actions designed to reconnect with inactive or disengaged users, customers, or subscribers. This workflow typically involves sending targeted communications or offers to encourage these individuals to re-engage with your product, service, or content. Re-engagement workflows can include email campaigns, personalized messages, special promotions, or other strategies aimed at reigniting interest and participation from dormant or lapsed users. The goal is to rekindle their engagement and bring them back into the active user or customer base.
By adopting a workflow approach, work efficiency can be improved, and the customer journey enriched, through automation, thereby increasing user retention．
Im a really big fan of event follow ups. Did the event meet expectations? Was the title clear? Did you know what you attending? How did you hear about the event? Did you bring a friend? Would you bring a friend? How can we make events better?
Do you also contact 'no shows'? Maybe to ask if there was a problem accessing the event? Anything we can do to make joining easier? Would they like to be kept informed about similar events in future?
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