Are you searching for advertising automation workflows to save lots of you time and make more cash for what you are promoting?
Automated workflows maintain what you are promoting operating across the clock. This implies you may focus your time and power on different issues. Advertising automation additionally provides your clients a constant expertise which boosts your model’s repute.
Advertising 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 be taught what every workflow is and methods to set it up.
Prepared? Let’s get began!
What’s a Advertising Automation Workflow?
A advertising automation workflow is a collection of selling duties set to occur mechanically based mostly on a algorithm or situations.
You may consider every step of a advertising automation workflow as an “if, then” assertion. If sure situations or triggers are met, then particular actions will happen. These steps happen at totally different factors within the buyer lifecycle. And as a substitute of your advertising workforce having to finish these duties manually, you should utilize automated electronic mail workflows and different instruments.
Advertising automation workflows often 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 Automation Workflows for Lead Technology
Lead era is once you establish and appeal to potential clients for what you are promoting. The aim is to seize the curiosity and phone info of people who find themselves excited about 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 precious you give away free of charge in trade for contact info. When your customer fills out a type with their identify and electronic mail tackle, they get entry to the lead magnet. Their contact info goes into your automation platform. From there, they’ll enter an automatic lead nurturing workflow or your gross sales workforce can attain out immediately.
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Type submission
- Actions: Ship lead magnet, be part of electronic mail listing
2. Gated Content material Workflow
Gated content material is a particular sort of lead magnet that makes use of your current content material advertising to generate leads. You may cover a part of your content material and ask guests to enter their electronic mail tackle to view the remainder of the web page. Gated content material attracts heat leads who’re already excited about your supply.
Workflow Setup:
- Buyer journey stage: Customer
- Set off: Type submission
- Motion: Unlock content material, be part of electronic mail listing
OptinMonster makes it straightforward to show any weblog put up or web page right into a lead magnet!
3. Browse Abandonment Workflow
Browser abandonment is when guests go searching your web site however go away with out doing something. You need to recapture these conversions since they’re unlikely to come back again. One straightforward approach to do that is with exit-intent advertising campaigns.
Exit-intent tracks when guests transfer their cursor towards closing the browser. Then you may 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. If you automate your lead nurturing course of, you may maintain your conversion engine on on a regular basis. This workflow begins after somebody indicators up on your electronic mail listing or requests a demo or pricing sheet. As soon as they enter the workflow, you may 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 probably they’re to transform. You may mechanically section your leads with this buyer information 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 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 may 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: Type 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 usually a variety of issues to do and be taught so customers can get probably the most out of their account. An onboarding automation is the proper option to ship this info.
Workflow Setup:
- Buyer journey stage: New consumer
- 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 usually the height of their pleasure about your model. Hold the power excessive with a well-written post-purchase workflow. This can be a likelihood to point out your consideration to element and ensure new clients have what they should get probably 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 vital info
9. Buyer Suggestions Workflow
Suggestions out of your clients is vital for constructing belief with different potential clients. Optimistic opinions and testimonials are a robust type of social proof. Even unfavourable suggestions are an excellent alternative to point out that you just care about making issues proper.
Workflow Setup:
- Buyer journey stage: Present buyer
- Potential triggers: Product buy, help ticket, return or refund request
- Motion: Suggestions request
10. VIP Celebration Workflow
Prospects admire celebration emails for birthdays or the anniversary of turning into a buyer. You may ship a particular present or low cost, or a heartfelt thanks. This can be a nice option to construct loyalty and encourage clients to purchase once more or maintain their subscription. To do that, that you must acquire their birthday after they join. Then you definitely arrange a pre-written message to exit after a specified period of time. Normally 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’ve got 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 a number of 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 rely upon why they disengaged. Inactive clients could 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 wash your electronic mail listing and enhance your conversion charges.
Workflow Setup:
- Buyer journey stage: Inactive buyer, subscriber, or consumer
- Potential triggers: Time since final opened electronic mail, buy, or login
- Motion: Re-engagement electronic mail sequence
Advertising 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 a must have for any eCommerce retailer. You don’t have anything to lose by nudging clients about objects left behind of their carts. Cart abandonment emails often remind buyers in regards to the objects they needed and embrace a hyperlink to complete shopping for.
You additionally need to attempt to tackle any buyer expertise points that would 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
- Potential triggers: Buy historical past, merchandise in cart
- Motion: Product suggestions, upsell popup
Subsequent Steps: Tips on how to Create Advertising Automation Workflows
We hope these automation examples have been inspiring. And bear in mind, creating these workflow automations doesn’t need to be time-consuming.
With the suitable automation instruments, you may arrange automated advertising methods with just some clicks. Listed below are our prime picks:
We additionally need to put in a plug for OptinMonster as your final advertising automation device.
Create eye-catching pop-ups, floating bars, slide-ins, and different optin varieties with none coding expertise.
OptinMonster’s automated electronic mail integration seamlessly connects along with your favourite electronic mail service suppliers. This ensures well timed and customized follow-up communication along with your leads. Nurture them with focused electronic mail sequences and convert them into loyal clients.
Prepared to rework your advertising efforts? Unlock the total 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.
