Are you in search of advertising automation workflows to avoid wasting you time and earn more money for what you are promoting?
Automated workflows hold what you are promoting operating across the clock. This implies you’ll be able to focus your time and power on different issues. Advertising and marketing automation additionally offers your clients a constant expertise which boosts your model’s status.
Advertising and marketing automation workflows are so efficient that automated emails drive 320% extra income than non-automated emails!
On this article, we’ll undergo the simplest examples of selling automation workflows. These have all been confirmed to work throughout industries and enterprise fashions. You’ll study what every workflow is and how one can set it up.
Prepared? Let’s get began!
What’s a Advertising and marketing Automation Workflow?
A advertising automation workflow is a collection of selling duties set to occur routinely based mostly on a algorithm or circumstances.
You may consider every step of a advertising automation workflow as an “if, then” assertion. If sure circumstances or triggers are met, then particular actions will happen. These steps happen at totally different factors within the buyer lifecycle. And as an alternative of your advertising staff having to finish these duties manually, you should utilize automated electronic mail workflows and different instruments.
Advertising and marketing automation workflows normally occur inside an electronic mail service supplier (ESP) like Mailchimp or a buyer relationship administration (CRM) software program like Hubspot.
We’ve separated our instance workflows into 3 classes:
- Lead era
- Buyer engagement
- Producing income
Let’s begin with lead era workflows.
Advertising and marketing Automation Workflows for Lead Era
Lead era is if you establish and appeal to potential clients for what you are promoting. The purpose is to seize the curiosity and get in touch with info of people who find themselves considering what you’re promoting. You may then nurture these leads and convert them into clients.
Take a look at these advertising automation workflows you should utilize for lead era:
1. Lead Magnet Workflow
A lead magnet is one thing useful you give away at no cost in trade for contact info. When your customer fills out a type with their title and electronic mail handle, they get entry to the lead magnet. Their contact info goes into your automation platform. From there, they will enter an automatic lead nurturing workflow or your gross sales staff can attain out immediately.
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Kind submission
- Actions: Ship lead magnet, be a part of electronic mail listing
2. Gated Content material Workflow
Gated content material is a particular form of lead magnet that makes use of your present content material advertising to generate leads. You may disguise a part of your content material and ask guests to enter their electronic mail handle to view the remainder of the web page. Gated content material attracts heat leads who’re already considering your supply.
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Kind submission
- Motion: Unlock content material, be a part of electronic mail listing
OptinMonster makes it straightforward to show any weblog publish or web page right into a lead magnet!
3. Browse Abandonment Workflow
Browser abandonment is when guests go searching your web site however depart with out doing something. You need to recapture these conversions since they’re unlikely to return again. One straightforward method to do that is with exit-intent advertising campaigns.
Exit-intent tracks when guests transfer their cursor towards closing the browser. Then you’ll be able to show an exit-intent popup that provides methods to re-engage, equivalent to:
- related content material suggestions
- low cost wheels
- free delivery codes
- lead magnets
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Exit-intent
- Motion: Be part of electronic mail listing, show low cost or different particular supply
4. Lead Nurturing Workflow
Lead nurturing is the method of guiding new leads towards making a purchase order. Once you automate your lead nurturing course of, you’ll be able to hold your conversion engine on on a regular basis. This workflow begins after somebody indicators up to your electronic mail listing or requests a demo or pricing sheet. As soon as they enter the workflow, you’ll be able to ship automated follow-up campaigns with the data they should decide.
Workflow Setup:
- Buyer journey stage: Lead
- Set off: Joins electronic mail listing or enters CRM
- Motion: Ship lead nurturing emails
5. Lead Scoring Workflow
A lead scoring workflow is an extension of the lead nurturing workflow. Prospects get factors assigned to them based mostly on their conduct. For instance, if somebody clicks a hyperlink to the gross sales web page, they get factors. The upper a lead rating, the extra seemingly they’re to transform. You may routinely section your leads with this buyer knowledge and ship focused content material to assist them convert.
Workflow Setup:
- Buyer journey stage: Lead
- Potential triggers: Useful resource obtain, hyperlink click on, button click on on web page, and others
- Motion: Ship reductions and different info, supply gross sales name
Advertising and marketing Automation Workflows for Buyer Engagement
Subsequent, we’ll have a look at some workflows for rising engagement after somebody subscribes or makes a purchase order. Simply because they’ve taken that first step doesn’t imply you’ll be able to ignore them. These advertising automation workflows can enhance buyer retention and your backside line.
6. Welcome Automation Workflow
Welcome emails might be extremely efficient. It’s the primary message a brand new contact receives, proper when they’re most enthusiastic about your model. You may ship a collection of emails that includes your model story, testimonials or opinions, and social media hyperlinks.
Workflow Setup:
- Buyer journey stage: New subscriber
- Set off: Kind submission
- Motion: Obtain welcome electronic mail or autoresponder collection
7. Onboarding Automation Workflow
Onboarding emails are despatched out after new customers create their accounts or join your service. There’s typically a whole lot of issues to do and study so customers can get essentially the most out of their account. An onboarding automation is the proper method to ship this info.
Workflow Setup:
- Buyer journey stage: New person
- Set off: Account creation
- Motion: Obtain onboarding electronic mail collection and reminders for low-engagement customers
8. Submit-Buy Automation Workflow
When somebody buys one thing, that’s typically the height of their pleasure about your model. Maintain the power excessive with a well-written post-purchase workflow. It is a likelihood to indicate your consideration to element and ensure new clients have what they should get essentially the most out of their buy.
Workflow Setup:
- Buyer journey stage: New buyer
- Set off: Product buy
- Motion: Obtain affirmation electronic mail, delivery notifications, and different necessary info
9. Buyer Suggestions Workflow
Suggestions out of your clients is necessary for constructing belief with different potential clients. Constructive opinions and testimonials are a strong type of social proof. Even unfavorable suggestions are a superb alternative to indicate that you simply care about making issues proper.
Workflow Setup:
- Buyer journey stage: Present buyer
- Attainable triggers: Product buy, help ticket, return or refund request
- Motion: Suggestions request
10. VIP Celebration Workflow
Prospects respect celebration emails for birthdays or the anniversary of turning into a buyer. You may ship a particular reward or low cost, or a heartfelt thanks. It is a nice method to construct loyalty and encourage clients to purchase once more or hold their subscription. To do that, you might want to acquire their birthday after they join. You then arrange a pre-written message to exit after a specified period of time. Often this can be a yr, however you might additionally do shorter anniversaries.
Workflow Setup:
- Buyer journey stage: Present buyer
- Triggers: Date
- Motion: Ship VIP electronic mail
11. Re-engagement Workflow
Do you might have a set of shoppers or subscribers you haven’t heard from in awhile? A re-engagement workflow can assist resurface your model. You would possibly attain out to:
- Subscribers who haven’t opened your emails for just a few months
- Prospects who haven’t bought something within the final 6 months
- Customers who haven’t logged in for over a month
What you supply will depend upon why they disengaged. Inactive clients may be tempted by new merchandise or a seasonal sale. Chilly electronic mail subscribers would possibly choose totally different content material or much less frequent emails. Re-engagement emails are additionally a great way to scrub your electronic mail listing and enhance your conversion charges.
Workflow Setup:
- Buyer journey stage: Inactive buyer, subscriber, or person
- Attainable triggers: Time since final opened electronic mail, buy, or login
- Motion: Re-engagement electronic mail sequence
Advertising and marketing Automation Workflows for eCommerce
Lastly, we’ll have a look at some advertising workflows particularly for on-line shops.
12. Deserted Cart Workflow
Deserted cart emails are essential for any eCommerce retailer. You don’t have anything to lose by nudging clients about objects left behind of their carts. Cart abandonment emails normally remind buyers concerning the objects they needed and embrace a hyperlink to complete shopping for.
You additionally need to try to handle any buyer expertise points that might have led to cart abandonment within the first place. For instance, you might supply free delivery, a reduction code, or methods to contact customer support with questions.
Workflow Setup:
- Buyer journey stage: Potential buyer
- Triggers: Merchandise added to cart with out buy
- Motion: Deserted cart electronic mail sequence
13. Upsell or Cross-Promote Automation Workflow
Upselling or cross-selling is an effective way to extend a buyer’s lifetime worth (LTV) or the common order worth (AOV). Upselling is providing an improve of the unique product. Cross-selling is recommending associated merchandise. This workflow is nice at encouraging previous clients to purchase once more.
Workflow Setup:
- Buyer journey stage: Previous buyer
- Attainable triggers: Buy historical past, merchandise in cart
- Motion: Product suggestions, upsell popup
Subsequent Steps: The way to Create Advertising and marketing Automation Workflows
We hope these automation examples have been inspiring. And keep in mind, creating these workflow automations doesn’t need to be time-consuming.
With the fitting automation instruments, you’ll be able to arrange automated advertising methods with just some clicks. Listed here are our prime picks:
We additionally need to put in a plug for OptinMonster as your final advertising automation instrument.
Create eye-catching pop-ups, floating bars, slide-ins, and different optin kinds with none coding expertise.
OptinMonster’s automated electronic mail integration seamlessly connects together with your favourite electronic mail service suppliers. This ensures well timed and personalised follow-up communication together with your leads. Nurture them with focused electronic mail sequences and convert them into loyal clients.
Prepared to rework your advertising efforts? Unlock the complete potential of selling automation with OptinMonster and watch your leads soar and conversions skyrocket.
Printed by Jennifer
Jennifer is a content material author and course creator. She has a ardour for serving to small companies develop sustainably and ethically. In her spare time, she enjoys writing fiction, cooking, and exercising.
