A workflow is a series of tasks to achieve a goal, spanning various channels and departments. Marketing automation uses tools to automate processes like audience segmentation, email campaigns, and results tracking. A marketing automation workflow indicates customer touchpoints for automated interactions. A basic workflow example is an automated welcome email for new newsletter subscribers.

1. Build Loyal Fans
through
Automated
Email Marketing Read More

2. A workflow is a series of tasks that you have to complete
in order to achieve a certain goal - sort of a structured
checklist or a route map with specific steps that can be
followed to reach the desired end goal. The tasks can
vary in size and complexity and can span over various
channels and departments.
What is a Workflow?

3. Marketing automation refers to the use of tools and
software in your marketing campaign to autoate the
different processes involved so that you can save time
and effort. The activities that can be easily automated
include audience segmentation, developing and
managing email campaigns, and tracking and
analyzing results.
Marketing Automation

4. Indicates the customer journey and the touchpoints
where the automated interactions come in.
Marketing Automation Workflow

5. A basic marketing
automation workflow

6. The “welcome email” lets you
introduce your business to a
customer who has just signed
up for your newsletter. With a
marketing automation tool,
you don’t have to manually
send this mail every time a
new address is received. The
tool can trigger it
automatically.
Getting Started

7. Add and manage all your
contacts from a single CRM to
avoid confusion. Segregate
them into lists so that you have
a clear picture of the workflows
each category should be sent
on.
Managing a
contact database

8. Once the contacts are added
and segmented, you can design
the various marketing
automation workflows for lead
nurturing.
Lead nurturing

9. You should design workflows not
just for what subscribers do, but
also for what they don’t do. Say
they haven’t opened an email or
visited your website, you should
automatically send them
something to trigger a response.
Re-engaging
subscribers

10. Design a workflow to thank
someone when they purchase
from you for the first time. This
workflow can be developed
further to convert them into
recurring customers.
For new customers

11. Thank you!

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