HubSpot Marketing

JorieMunroe
HubSpot Employee
HubSpot Employee

Examples of Lead Nurturing Workflows

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.

642 Respostas 642
Ifeanyi
Participante

Examples of Lead Nurturing Workflows

This is a great example. Thanks

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rmalhotra7
Membro

Examples of Lead Nurturing Workflows

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.

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AWilliams918
Membro

Examples of Lead Nurturing Workflows

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.

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SKashyap2
Membro

Examples of Lead Nurturing Workflows

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SKumar794
Membro

Examples of Lead Nurturing Workflows

  Lead scoring workflows
Lead nurture workflows
Video integration workflows
Re-engagement workflows

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KohFujimoto
Membro

Examples of Lead Nurturing Workflows

Workflow that inquires the current status after a certain period passed since we provided the services. 

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YWang62
Participante

Examples of Lead Nurturing Workflows

By adopting a workflow approach, work efficiency can be improved, and the customer journey enriched, through automation, thereby increasing user retention.

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Efe1
Membro

Examples of Lead Nurturing Workflows

You can use it for reminding the companies events to customers.

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QRYe
Membro

Examples of Lead Nurturing Workflows

My favorite part of the workflow is getting in touch with the target customers, and their thoughts and reactions also give me a lot of new ideas.

DSears
Participante

Examples of Lead Nurturing Workflows

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?

MWellman
Participante

Examples of Lead Nurturing Workflows

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?

SEscolero
Colaborador(a)

Examples of Lead Nurturing Workflows

Educational/Counseling Content Workflow

Objective: To educate leads about their problems and your solutions.

  • Step 1: Segment leads based on their interests or problems they've indicated.
  • Step 2: Send a series of emails, each focusing on a specific topic related to their interests, with links to in-depth articles, videos, or webinars.
  • Step 3: Include case studies or testimonials to showcase the effectiveness of your solutions.
  • Step 4: Conclude with a CTA for a free consultation or trial, pushing them towards a decision.
KrishnaP
Membro

Examples of Lead Nurturing Workflows

My favorite type of lead nurturing workflow is personalized birthday emails. These emails provide discounts or free items to people as a "gift" that entices them to buy the product or redeem that product for being a part of the company's loyalty program. 

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NArroyo
Membro

Examples of Lead Nurturing Workflows

One example of a lead nurtuing workflow is event follow-ups. After attending a live webinar, conference or any event hosted by a brand, leads recieves emails thanking the for attending and in these emails, there are additional information/resources related to the topics. 

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MiriãPaula
Colaborador(a)

Examples of Lead Nurturing Workflows

My favorite workflow is targeted content. Because it shows which are the most effective channels for reaching customers and approaching them according to the approach appropriate to their profile.

ShirshaB
Participante

Examples of Lead Nurturing Workflows

Sometimes users sign up for a free trial of a product & drop off without actually using it or using it only once. Such users can nurtured through automated workflows to initiate product usage & in turn product adoption. this is a constructive way ot moving the audience/user through the funnel towards a buying decision. 

Tems
Participante

Examples of Lead Nurturing Workflows

One example of a lead nurturing workflow is a welcome series for new subscribers. This automated email sequence introduces your brand, provides valuable content, and offers exclusive deals over time to build a relationship with subscribers and encourage further engagement.

 

RChiluka
Participante

Examples of Lead Nurturing Workflows

A great way to do so is to send automated confirmation or welcome email or a text message when a contact lead fills out the lead ad form.

PCorcoran
Colaborador(a)

Examples of Lead Nurturing Workflows

A very good example of workflows in operation thanks.

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HSoto7
Participante

Examples of Lead Nurturing Workflows

We are currently using workflows to engage customers after they sign up for email newsletters.

CLobo1
Colaborador(a)

Examples of Lead Nurturing Workflows

This recommendation may appear seemingly complex, but is a good example of setting up workflow for an automated lead routing/nurture based on a specific set of actions (think of engaged, opens, clicks, conversions).

 

  • Each action will have a score assigned to a contact. 5 pts for any opens, visits, 10 pts for clicks, 15 pts for form fills. These can be adjusted based on interaction by content type. For instance, visit to a blog post can be 5 pts where as a solution or a case study page can score 10 pts. Similarly downloading a TOFU whitepaper assigns 15 pts and a solution webinar at 25 pts.
  • Each automated email setup in your Marketing Automation will have certain properties tied to it. If you’re planning to send a link to a recorded thought leadership webinar invite, the property can be tied to contact type = lead, score = 15 pts, country = United States, title = (contains) Finance, Chief, President, etc.
  • Ensure each email or interaction you’re automating whether its an email or a retargeting banner ad or a paid social post has all the properties correctly identified. This will help in routing accuracy and a streamlined automation process.
  • Since the lead score is dynamic and a key field to automate the routing, ensure this is tracked on a daily basis on new contacts that meet a certain threshold and have received an automated communication.
  • Automating follow-ups and engagement with the leads can be done initially with three touch points and later on expanded to five touch points. This will ensure that your not introducing communication fatigue to your audience which can lead to irritation or unsubscribes.

Also, while automation is great, any new announcement, or time sensitive critical message that is part of a new marketing campaign should allow removing contacts from the automated stream. Remember the right contact, to the right message at the right time? Sometimes automation can result excluding the contacts, since they are already included in some nurture blocking them as potential leads for a new campaign.

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