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.
We are using workflows to help us keep an eye on new leads. Once they are in our funnel we send email/texts and call prospective patients to schedule them for an appointment.
This isn't exactly what the question is asking for, but I work for Insycle, which offers advanced lead routing using any field to trigger assignments, and we see some very interesting use cases that we've built features for.
Routing / Segmenting:
Routing technical job roles to technical reps
Routing leads by size
Routing industry-specific leads to specialized reps
Workload balancing:
Balance across rep teams
Balance based on time frames such as by the week, month, quarter
Weighted assignments to account for new reps, reduced workloads, etc.
Availability:
Set working hours and time zones for each rep, without having to constantly mess with workflows to start/stop assignments to specific reps
Set upcoming planned unavailable days, such as vacation or conference days
Toggle reps as unavailable for unexpected days like sick days
1) Sign ups from tradeshows where potential customers sign up to a promotional offer e.g. 30 day free service or product trial (SaaS product) and a 10% Off initial discount for purchase. 2) Specialized email offer (with expiry date) is uploaded in CRM and sent to the tradeshow list of potential customers in the email list. 3) 3 days before expiry date, customer success team contact list of potential customers. 4) An onboarding email is sent to those list who accepts the Offer. They also get included in the 'subscriber list' as part of accepting. 5) Those that didn't action on the offer will get a promo email 30 days after expiry date to entice with another offer.
A strategy we use to engage customers through a nurturing workflow is to offer them personalized discounts to incentivise conversions - whether they’re a new lead, a customer we’re looking to re-engage, or even someone who abandoned their cart.
However, we know it can be a bit time consuming to create, track, manage, and distribute single-use coupon codes at scale, which is why we built the Coupons App.
It integrates directly into your HubSpot account, so you can easily generate, distribute, and track coupons to boost customer engagement and drive sales.
We realized we had a significant number of users signing up for an account but not making a purchase. We started a special automated workflow for them so that we can continue to educate them about the brand and encourage them to place an order or book a demo call.
First, spark interest with a chatbot 24/7, then genuinly follow up to further quality them and clarify Q&A, then send an email series and schedule a call filtered by company size, niche and income. Lastly, agree on next step and close the deal while following the process in Hubspot A-Z and CRM.
Implementing this lead nurturing workflow helps maintain engagement, educates leads, and guides them towards conversion, ultimately improving sales efficiency and customer satisfaction. One effective way to use workflows to engage leads and customers is through a personalized email nurture sequence, and that is done by:
Welcome Email: Automatically send a personalized welcome email when someone subscribes or signs up for your service.
Educational Series: Set up a series of emails that provide valuable content related to the interests or pain points of your leads. This could include blog posts, guides, case studies, or webinars.
Sending offers or discounts on accessories to someone who has purchased a phone can indeed be considered a form of lead nurturing. This strategy leverages the initial purchase to maintain engagement and encourage further transactions, thereby enhancing customer lifetime value.
One effective way to use workflows to engage leads and customers is through a multi-step email nurturing sequence. Here's an example:
Welcome Email: As soon as a lead subscribes or fills out a form, trigger an automated welcome email thanking them for their interest and providing an overview of your services or products.
Educational Content: Follow up with a series of emails offering valuable content, such as blog posts, eBooks, or webinars related to their interests or pain points. Space these emails a few days apart to avoid overwhelming the lead.
Personalized Follow-Up: Use workflows to segment leads based on their interactions with the initial emails. For instance, if a lead clicks on a link about a specific product, trigger a follow-up email providing more detailed information or a case study related to that product.
Engagement Check: If a lead hasn’t engaged with your emails after a certain period, use a workflow to send a re-engagement email offering a special incentive, such as a discount or a free consultation, to reignite their interest.
Sales Notification: When a lead reaches a certain engagement threshold (e.g., multiple email opens or clicks), trigger a notification to your sales team to follow up with a personalized call or email, ensuring timely and relevant outreach.
By setting up such workflows, you can nurture leads with tailored content, maintain their interest over time, and ensure that your sales team engages with leads at the right moment. This not only improves the lead's experience but also increases the chances of conversion.
I would like to automate a workflow to re-engage with leads that have watched some parts of my video to encourage them to finish the rest, or begin a new one.
We use automation in many ways on our site. An abandoned cart is always a no-brainer. We also trigger promotional-based emails based on what the user searched.
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