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.
You can engage leads and customers through lead-nurturing workflows by providing them with tailored email campaigns once they sign up to receive a discount. Giving them the latest sales, new collections, etc.
We have a longer sales cycle, so workflows to keep the customer engaged with content during that cycle, connecting automation to contacts who are involved in meetings with our sales team. Triggers could be things like meetings booked, deal sizes, or if they've visited website pages within a certain time from their meeting.
Hello, again Jorie Munroe, this is a very cool feature that allows you to create a workflow that benefits your business and your guest. It also allows you to keep your team members aware within your business workflows. Thank you for sharing.
A workflow that's triggered when an incoming phone call is missed a text message will be sent to the caller apologizing for the missed call. A link to a callback form will be sent to the caller.
One that I'm looking forward to implementing soon enough: at the end of customer support calls, a survey is sent for completion (and a script is followed by CS to warmly ask for their input prior to call's end, and stresses its value to the success of our business) and encourages him/her/them to pass along a friend's email that might benefit from learning more about our product. The completion of those fields (which include type of business, title and others) triggers a business and role-specific intro video to Martus and places them in a customer-referral specific nurture campaign.
When a prospect completes one of our forms to attend a webinar we send them an email with a voucher for a free coffee and cake at a local coffeeshop, personalised to where they are based.
Customers love getting a discount, coupons can be given after giving their e-mail. Send them a follow up email for marketing related queries as reminders.
Social Media Engagement Workflow. This workflow targets leads who have engaged with your brand on social media platforms. It sends follow-up emails with additional social content, exclusive offers, or invitations to join relevant communities.
