In digital communications, a workflow is an automated series of messages (typically using email and/or SMS, but it can include other channels too) sent to subscribers based on their subscription, specific dates, or conditions. This kind of marketing automation allows you to create individualised journeys for customers based on the information you have about them in your database, like their preferences and demographics.
But where do you start if you’ve never used marketing automation before? Here are some examples.
Example 1: Welcome Mailer
A welcome email is the first message you send to a contact when they join your database, so they’re commonly used for onboarding, lead-nurturing, or newsletters. They’re possibly one of the most valuable emails you can send too, as stats show that, on average, they get 4X more opens and 5X more clicks than regular marketing emails.
Want to know more about welcome emails? Read our blog post:
Here’s an example of how you can educate them about your services and encourage them to schedule time with you.
Example 3: Re-Engagement
Workflows are very effective at re-engaging inactive customers – especially if you send discount vouchers and special offers.
Delay nodes enable you to specify a time for the system to wait between sending two messages.
Here’s an example of how you can re-engage a disengaged audience.
Example 4: Thought Leadership
Workflows can help you establish yourself as an expert in your field by automatically sending a series of thought-leadership emails.
Conditions (criteria that need to be met before the subscriber can move to the next step) can be set according to existing subscriber information, like demographics (e.g.: gender or location) and preferences (e.g.: marketing vs tech integrations).
The email topics will obviously vary depending on your area of expertise, but here’s an example of how you could set it up:
Example 5: Educational Series
The number of brands that started using an online course platform has steeply increased over the last decade. If you run events or educational courses, you can set up a workflow to tell subscribers about upcoming events and guide them gradually through online programmes.
Here’s an example of how you could set a series like this up using email and SMS (assuming you have mobile numbers in your database):
Example 6: RSVP Confirmations
You can use workflows to run RSVP campaigns for events and new product launches. Workflows like these are triggered to existing subscribers by a specific date. This way, you can send notifications and follow-up emails about an event, or run a campaign leading up to a competition.
Branching is the most powerful feature of workflows. It allows you to create highly personalised subscriber journeys using specific conditions that are customised according to their personal details.
In this example, we consider a car manufacturer inviting people to attend a new-vehicle launch.