13 Confirmed Advertising Automation Workflow Examples You Can Attempt


Are you in search of advertising automation workflows to avoid wasting you time and make more cash for your small business?

Automated workflows maintain your small business working 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 fame.

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 promoting automation workflows. These have all been confirmed to work throughout industries and enterprise fashions. You’ll study what every workflow is and the way to set it up.

Prepared? Let’s get began!

What’s a Advertising Automation Workflow?

A advertising automation workflow is a collection of promoting duties set to occur mechanically based mostly on a algorithm or circumstances.

You’ll be able to 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 a substitute of your advertising workforce having to finish these duties manually, you need to use automated e-mail workflows and different instruments.

Advertising automation workflows often occur inside an e-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 technology
  • Buyer engagement
  • Producing income

Let’s begin with lead technology workflows.

Advertising Automation Workflows for Lead Era

Lead technology is if you establish and entice potential clients for your small business. The objective is to seize the curiosity and get in touch with info of people who find themselves involved in what you’re promoting. You’ll be able to then nurture these leads and convert them into clients.

Take a look at these advertising automation workflows you need to use for lead technology:

1. Lead Magnet Workflow

A lead magnet is one thing invaluable you give away at no cost in change for contact info. When your customer fills out a kind with their title and e-mail deal with, 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 instantly.

Workflow Setup:

  • Buyer journey stage: Customer
  • Set off: Kind submission
  • Actions: Ship lead magnet, be part of e-mail record

2. Gated Content material Workflow

Gated content material is a particular sort of lead magnet that makes use of your present content material advertising to generate leads. You’ll be able to conceal a part of your content material and ask guests to enter their e-mail deal with to view the remainder of the web page. Gated content material attracts heat leads who’re already involved in your supply.

Workflow Setup:

  • Buyer journey stage: Customer
  • Set off: Kind submission
  • Motion: Unlock content material, be part of e-mail record

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 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 gives methods to re-engage, akin to:

  • related content material suggestions
  • low cost wheels
  • free transport codes
  • lead magnets

Workflow Setup:

  • Buyer journey stage: Customer
  • Set off: Exit-intent
  • Motion: Be part of e-mail record, 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 e-mail record 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 e-mail record 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 habits. For instance, if somebody clicks a hyperlink to the gross sales web page, they get factors. The upper a lead rating, the extra possible they’re to transform. You’ll be able to mechanically 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 Automation Workflows for Buyer Engagement

Subsequent, we’ll take a look at some workflows for growing 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 could be extremely efficient. It’s the primary message a brand new contact receives, proper when they’re most enthusiastic about your model. You’ll be able to ship a collection of emails that includes your model story, testimonials or evaluations, and social media hyperlinks.

Workflow Setup:

  • Buyer journey stage: New subscriber
  • Set off: Kind submission
  • Motion: Obtain welcome e-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 quite a lot of issues to do and study so customers can get essentially the most out of their account. An onboarding automation is the right approach to ship this info.

Workflow Setup:

  • Buyer journey stage: New consumer
  • Set off: Account creation
  • Motion: Obtain onboarding e-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. 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 e-mail, transport notifications, and different necessary info

9. Buyer Suggestions Workflow

Suggestions out of your clients is necessary for constructing belief with different potential clients. Optimistic evaluations and testimonials are a strong type of social proof. Even damaging suggestions are a superb alternative to indicate that you just care about making issues proper.

Workflow Setup:

  • Buyer journey stage: Present buyer
  • Attainable triggers: Product buy, assist ticket, return or refund request
  • Motion: Suggestions request

10. VIP Celebration Workflow

Clients recognize celebration emails for birthdays or the anniversary of changing into a buyer. You’ll be able to ship a particular present or low cost, or a heartfelt thanks. It is a nice approach to construct loyalty and encourage clients to purchase once more or maintain their subscription. To do that, you have to gather their birthday once they enroll. Then you definitely arrange a pre-written message to exit after a specified period of time. Normally this can be a 12 months, however you would additionally do shorter anniversaries.

Workflow Setup:

  • Buyer journey stage: Present buyer
  • Triggers: Date
  • Motion: Ship VIP e-mail

11. Re-engagement Workflow

Do you may have a set of shoppers or subscribers you haven’t heard from in awhile? A re-engagement workflow can assist resurface your model. You may attain out to:

  • Subscribers who haven’t opened your emails for just a few months
  • Clients 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 on why they disengaged. Inactive clients could be tempted by new merchandise or a seasonal sale. Chilly e-mail subscribers may want totally different content material or much less frequent emails. Re-engagement emails are additionally a great way to scrub your e-mail record and enhance your conversion charges.

Workflow Setup:

  • Buyer journey stage: Inactive buyer, subscriber, or consumer
  • Attainable triggers: Time since final opened e-mail, buy, or login
  • Motion: Re-engagement e-mail sequence

Advertising Automation Workflows for eCommerce

Lastly, we’ll take a look at some advertising workflows particularly for on-line shops.

12. Deserted Cart Workflow

Deserted cart emails are vital 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 customers in regards to the objects they needed and embody a hyperlink to complete shopping for.

You additionally need to attempt to deal with any buyer expertise points that would have led to cart abandonment within the first place. For instance, you would supply free transport, 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 e-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: Find out how to Create Advertising Automation Workflows

We hope these automation examples have been inspiring. And bear in mind, creating these workflow automations doesn’t should be time-consuming.

With the best automation instruments, you may arrange automated advertising methods with only a few clicks. Listed below are our prime picks:

We additionally should 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 abilities.

OptinMonster’s automated e-mail integration seamlessly connects along with your favourite e-mail service suppliers. This ensures well timed and customized follow-up communication along with your leads. Nurture them with focused e-mail sequences and convert them into loyal clients.

Prepared to rework your advertising efforts? Unlock the complete potential of promoting automation with OptinMonster and watch your leads soar and conversions skyrocket.

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Revealed 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.


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