9 confirmed advertising and marketing automation workflows (examples & templates) | Digital Noch

6 easy and highly effective advertising and marketing automation workflows

We’ll start this checklist with some well-known however important workflows that almost all on-line companies ought to implement and optimize. 

Earlier than we dive in, notice that you may construct all of those workflows with Insider — our AI-native platform for individualized, cross-channel buyer experiences. Our answer provides:

  • A versatile advertising and marketing automation instrument for 12+ channels. You should utilize it to construct automated workflows with a easy drag-and-drop editor throughout your web site, cellular app, e mail, SMS, WhatsApp, and extra.
  • AI-powered options that prevent time and optimize your workflows. These embrace send-time optimization, next-best channel choice, A/B take a look at winner auto-selection, and extra.
Insider next best channel predictions
  • A plethora of workflow templates for tons of use circumstances and industries. Every template may be simply personalized to your wants with none coding.
Insider's workflow templates

1. Workflow for welcoming new e mail leads

Just about each on-line model has some kind of automated welcome e mail sequence for brand spanking new leads. Nonetheless, few manufacturers truly take advantage of out of those workflows as they only ship one commonplace message to their complete e mail checklist.

On the identical time, a very good welcome workflow can accomplish that far more — like guiding customers to their first buy rapidly and effectively. This may be executed by creating an automatic sequence of emails (as a substitute of sending only one) and personalizing it based mostly on customers’ actions.

For example, Remix used a three-step e mail advertising and marketing marketing campaign for his or her lead nurturing wants:

  1. If new subscribers don’t make a purchase order one week after registering, Remix despatched an e mail prompting them to save lots of their most well-liked search filters.  
  2. After just a few days, a follow-up e mail is triggered. Its aim is to showcase an inventory of manufacturers accessible on the positioning and how you can mark one as a favourite. 
  3. The final e mail provides particulars on how to save cash by combining orders.

This drip e mail marketing campaign resulted in a 104% bounce in first purchases in comparison with the earlier quarter.

Insider Remix automated email onboarding journey

You’ll be able to take the identical thought and apply it to your distinctive enterprise wants by:

  • Beginning with an e mail survey to assemble first-party information and persevering with the workflow in numerous methods relying on the solutions.
  • Creating totally different flows relying on the supply that led new results in your web site (e.g., social media, e mail newsletters, and so forth).
  • Constructing a definite onboarding journey for customers who browsed a particular class in your web site.

2. Workflows for recovering deserted carts

Cart abandonment stays one of many greatest issues on this planet of eCommerce. Any advertising and marketing group that’s seeking to maximize their finances and income ought to continuously be searching for methods to get cart abandoners to finish their buy.

Insider helps you do that by robotically creating segments of cart abandoners and letting you simply add cart objects to your emails, push notifications, and messaging channel communications. 

Insider's marketing automation workflows for recovering abandoned carts

You even have ready-made cart restoration templates for various channels. These templates are simply customizable, so you possibly can modify their colours, branding, and different parts with none coding (and even altering the HTML). 

Insider's ready-made cart recovery templates

Listed here are just a few of the channels that our purchasers use to get well misplaced carts:

  • E-mail and SMS, which is probably the most widely-used mixture of channels by retail manufacturers worldwide. Slazenger used each channels to construct cart restoration campaigns that produced a 49x ROI in eight weeks (we’ll talk about their use circumstances later on this information).
  • WhatsApp, which is an underutilized however extraordinarily highly effective channel for recovering probably misplaced income. Picniq used it to attain an 80% open price and a 5x ROI on their cart abandonment campaigns
Picniq used Insider's onsite personalization capabilities
  • Net push notifications, which may be extremely highly effective and cost-effective in comparison with conventional channels like e mail and SMS. Marks & Spencer used push notifications to attain a 15.1% cart restoration price, in comparison with the three% {industry} common for deserted cart emails.
Example of Marks & Spencer using push notifications

3. Workflows for confirming orders and purchases

Transactional flows are a should for any on-line enterprise. That’s why most eCommerce platforms and content material administration techniques (CMSs) have built-in automated e mail workflows that set off instantly after a profitable transaction.

Nonetheless, you don’t must restrict your self to e mail. For instance, with Insider, you can even ship affirmation messages on channels like SMS and WhatsApp. Once more, we now have loads of templates to make the method simpler, just like the WhatsApp message template proven beneath.

Insider's whatsapp message workflows for confirming orders and purchases

All you should do is ready our journey builder to set off your emails or messaging channel communications instantly after a profitable buy occasion. Then, you possibly can construct strategic follow-ups for selling different merchandise after a set period of time, as we’ll talk about in a bit.

4. Workflows for sending focused value drop and stock alerts

These workflows are highly effective for concentrating on customers on the verge of constructing their first buy, in addition to these with a excessive low cost affinity. 

Since Insider robotically collects information about every consumer’s pursuits and preferences, you should utilize that data to set off emails, push notifications, or SMS and WhatsApp messages each time:

  • Merchandise that customers have been looking are again in inventory.
  • Merchandise that customers have proven curiosity in get a value discount.
Insider's marketing automation workflows for sending targeted price drop and inventory alerts

In each circumstances, your messages have a a lot increased probability of participating new prospects as they’re based mostly on their wants, pursuits, and preferences. 

On the identical time, you may get much more focused with our AI-powered predictive segmentation. Particularly, you should utilize our platform to solely goal prospects with a excessive low cost affinity who’re more likely to reply to a value drop alert.

Insider predictive segmentation

This tactic additionally ensures that you just’re not losing reductions on individuals who would possibly’ve purchased a product at its common value.

5. Workflows for upsells and cross-sells 

Upsells and cross-sells can assist you drastically improve key metrics like common order worth (AOV), buyer lifetime worth (CLTV), and buyer retention. That’s why you need to discover strategic locations through the buyer lifecycle to implement upsell and cross-sell workflows.

For instance, you possibly can construct advertising and marketing automation workflows that robotically:

  • Counsel merchandise which can be continuously bought with the one at the moment within the buyer’s cart. This may be executed with a very good product suggestion engine that analyzes looking and buy historical past, in addition to real-time behaviors, to ship related suggestions throughout touchdown pages and channels like e mail.
  • Make use of this identical technique however on a channel like SMS or WhatsApp just a few days or perhaps weeks after a buyer has accomplished their first buy.
  • Generate upsell and cross-sell alternatives by providing reductions on prospects’ registration anniversaries, birthdays, or different vital occasions.
Insider's marketing automation workflows for upsells and cross-sells 

6. Workflows for pre- and post-purchase suggestions

With the cookieless advertising and marketing period upon us, groups must rely far more closely on zero- and first-party information gathered immediately from prospects. That’s why it’s essential to have workflows for amassing that data at totally different phases of the shopper journey.

The basic manner to do that is by sending a post-purchase e mail survey that asks prospects to price your product and the general expertise. This will also be executed on messaging channels like SMS or WhatsApp, relying in your prospects’ preferences.

One solution to take this tactic to the subsequent stage is by utilizing AMP emails. The AMP know-how lets prospects reply surveys immediately within the e mail, with out having to go to your web site or app. 

Insider AMP email NPS survey

This removes plenty of friction from the method and ensures you get extra solutions out of your buyer base.

On the identical time, you can even use AMP emails to assemble precious buyer information pre-purchase. For instance, you possibly can ask them what content material or merchandise they’re focused on, so you possibly can tailor your follow-up communications to their pursuits.

Insider AMP email interactive product that enables zero-party collection

Superior advertising and marketing automation workflows for cross-channel use circumstances (with examples)

The workflow examples we explored up so far are comparatively easy within the sense that they span just one or two channels and use circumstances. Nonetheless, issues get trickier when coping with customized workflows within the context of omnichannel advertising and marketing automation.

Insider's advanced marketing automation workflows for cross-channel use cases

Beneath, we’ll take a look at three examples of corporations utilizing customized automation workflows that span throughout a number of channels. All three automation examples are powered by Architect — our buyer journey builder and advertising and marketing automation platform.

7. Lead validation and promotion workflows throughout internet, e mail, internet push, and SMS 

Generali is without doubt one of the world’s largest insurance coverage and asset administration corporations on this planet. After utilizing Insider to combine their buyer information and improve leads by 3x, they wanted to construct an automatic lead validation workflow.

This workflow’s aim was to provide every lead a rating based mostly on their web site visits. That will permit the gross sales group to give attention to the leads with the best buy intent. It might additionally make it doable to ship every lead related data on the proper time.

Our native help group helped Generali construct this lead-scoring mission from scratch. Now, every lead of their system robotically accumulates factors based mostly on their interactions with the web site. 

Generali's email communications, push notifications, and SMS messages

From right here, Generali additionally began utilizing Insider’s advertising and marketing automation capabilities to ship customized, well timed provides throughout e mail, SMS, and internet push to every lead, based mostly on what they confirmed curiosity in.

On prime of the large improve in leads, Generali’s new automated workflows additionally led to a 20% discount in gross sales cycle size.

8. Cart abandonment and value drop workflows throughout e mail, SMS, and internet push

Slazenger is without doubt one of the world’s most established sports activities manufacturers. They began working with Insider with the aim of delivering distinctive, customized buyer experiences throughout key model touchpoints.

This included the creation of various advertising and marketing automation workflows, together with:

  • Cross-channel cart abandonment workflows. Slazenger’s first advertising and marketing marketing campaign was aimed toward sending reminder emails and follow-up communications to nudge cart abandoners to return and full their purchases. With Insider, they had been in a position to goal buyers with automated notifications on their most well-liked channel — on-site, internet push, or e mail — and ship them a follow-aup coupon code through SMS. These advertising and marketing automation workflows delivered a 49x ROI in simply eight weeks.
Slazenger achieves 45x ROI with Insider’s customer journey software
  • Value drop notification workflows. Slazenger additionally wished to enhance its e mail CTR and conversion price through well timed communication and personalization. To try this, they began utilizing Architect to ship focused value drop emails and internet push notifications to prospects who considered the product or added to their wishlist (or cart). This helped Slazenger drive extra conversions and improve e mail CTR by 12.1% in comparison with their different campaigns.
Insider's price drop notification workflows

As a subsequent step, Slazenger will experiment with one other standard workflow automation technique — automated back-in-stock campaigns.

9. Promotional workflows throughout internet, cellular, e mail, push notifications, and SMS

NA-KD is a fast-growing trend model working throughout Europe. After consolidating their buyer information with our eCommerce CDP, the corporate wanted to redefine their advertising and marketing technique to create higher buyer experiences and drive extra gross sales.

They’d used commonplace campaigns and coupon-based strategies that didn’t produce the specified outcomes. That’s why they began constructing new automated workflows that had been customized to every buyer.

Utilizing Architect, they had been in a position to implement these flows throughout 5 channels — their web site, cellular app, e mail, push notifications, and SMS. These new automated and customized campaigns resulted in a 25% improve in CLTV and helped the model drive a 72x ROI in 12 months.

Example of NA-KD using Insider’s CDP

Faucet into the complete potential of advertising and marketing workflow automation with Insider

Insider can assist you construct and automate all types of selling workflows that serve your and your prospects’ wants. Due to our platform’s broad channel entry and versatile advertising and marketing automation software program, you possibly can create automated journeys throughout 12+ channels — together with web sites, cellular apps, e mail, push notifications, SMS, WhatsApp, and others.

Plus, Insider is far more than simply an automation answer. Our strong enterprise advertising and marketing platform can even aid you:

  • Unify your buyer information — from APIs, CRMs, content material administration techniques (CMSs), analytics instruments, and every other on-line or offline supply — right into a central database. This helps you overcome information silos and powers your advertising and marketing efforts with dependable insights. Study extra: 8 Greatest buyer information platforms (by class).
  • Phase your goal audiences utilizing commonplace, predefined, and predictive traits. For instance, our platform’s AI-powered algorithms can predict how a lot prospects are projected to spend and the way possible they’re to purchase or interact on a particular channel.
  • Faucet into the complete potential of AI and machine studying. Insider brings collectively a singular mixture of predictive, generative, and conversational AI capabilities below one roof. You should utilize them to streamline or fully automate repetitive duties, anticipate future behaviors, and have interaction in unstructured two-way conversations throughout messaging channels.
  • Personalize each buyer touchpoint. Our industry-leading personalization engine can tailor content material, messaging, and product suggestions to every buyer’s pursuits, wants, and preferences. This can assist you type long-term, worthwhile buyer relationships and enhance key metrics like buyer engagement, conversion charges, income, and extra.

Lastly, our simple channel integrations, skilled help group, and versatile templates will aid you arrange efficient advertising and marketing automation workflows as rapidly as doable.

Schedule a demo with our group to find out how Insider can profit what you are promoting particularly.


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