Seven Marketing Automation Workflows That Boost Efficiency
Posted: Sat Dec 07, 2024 9:35 am
Effective marketing strategies exist to increase sales by expanding the reach of marketing campaigns and increasing brand awareness, but great marketing teams aim to achieve all of this without increasing their own workload. The answer is to leverage marketing automation workflows.
Whether you country code +385, croatia phone numbers choose to use automation to increase engagement, reduce cart abandonment, or update prospects on special offers, events, and news, automation can reduce repetitive and time-consuming work for your team, greatly improve the way you reach your audience, and help create amazing customer journeys with automation.
What is the marketing automation workflow?
A workflow is simply a sequence of activities aimed at achieving a specific goal.

Automating parts of your workflow can save you a lot of time and money. Marketing automation refers to using software to perform certain tasks, such as sending thank you emails to customers who have made a purchase.
Social media automation also plays a key role in optimizing your marketing efforts, ensuring a consistent posting schedule and effectively engaging with your audience. With the increasing popularity of platforms like TikTok, it’s essential to leverage automation tools that facilitate tasks like finding people on TikTok, managing your content delivery, and analyzing performance metrics.
Most companies use some form of email campaign to increase conversion rates . Setting up an automated marketing workflow can have a huge impact on sales, as automation as part of an email marketing strategy can be a time-saving and efficient process. It frees up marketing teams to focus on what they do best - designing amazing customer journeys, rather than repetitive individual tasks.
Instead of copying, pasting, downloading, and uploading data across devices, automated workflows can centralize all data on one machine, and teams can use remote device access to manage it or automate syncing between devices and a single source of truth.
Setting up marketing automation workflows
However, handing over responsibility for even the most basic tasks to a program means knowing your customers and your business inside out.
Segmenting your email list by purchasing habits, average spend, location, and demographics can help you tailor the content each customer receives. Knowing your consumers' habits and interests allows you to predict future purchasing intent and better target your emails.
If you're a B2B software company, some customers will have the skills to install software on their own. Other audiences will need to log you into your remote device management software to install it for them. It's important to remember: Your sales team needs to know what your customers want, and they want messages tailored to their needs.
You can also customize email series tied to specific customer actions with automated workflows. You might set up a message offering a discount to new customers to trigger every time a customer browses but doesn't purchase or abandons their cart. You could also send welcome and thank-you messages when a customer signs up or makes a purchase.
Automated follow-up emails. These always work better if they are personalized, perhaps with the customer's name if appropriate. Including a clear call to action is also helpful, as it makes it clear what the customer should do next.
7 Steps to Automate Your Marketing
We’ve taken a broad look at what automated workflows are in marketing and how they can be useful. Now, let’s look at seven specific examples that can make them more effective.
1. Engaging with new customers and re-engaging with existing customers
Engaging first-time buyers is a key part of creating a great customer experience, ensuring they keep coming back to your brand. A welcome email workflow is a simple way to create an engaging first interaction after a customer signs up for your service.
Whether you country code +385, croatia phone numbers choose to use automation to increase engagement, reduce cart abandonment, or update prospects on special offers, events, and news, automation can reduce repetitive and time-consuming work for your team, greatly improve the way you reach your audience, and help create amazing customer journeys with automation.
What is the marketing automation workflow?
A workflow is simply a sequence of activities aimed at achieving a specific goal.

Automating parts of your workflow can save you a lot of time and money. Marketing automation refers to using software to perform certain tasks, such as sending thank you emails to customers who have made a purchase.
Social media automation also plays a key role in optimizing your marketing efforts, ensuring a consistent posting schedule and effectively engaging with your audience. With the increasing popularity of platforms like TikTok, it’s essential to leverage automation tools that facilitate tasks like finding people on TikTok, managing your content delivery, and analyzing performance metrics.
Most companies use some form of email campaign to increase conversion rates . Setting up an automated marketing workflow can have a huge impact on sales, as automation as part of an email marketing strategy can be a time-saving and efficient process. It frees up marketing teams to focus on what they do best - designing amazing customer journeys, rather than repetitive individual tasks.
Instead of copying, pasting, downloading, and uploading data across devices, automated workflows can centralize all data on one machine, and teams can use remote device access to manage it or automate syncing between devices and a single source of truth.
Setting up marketing automation workflows
However, handing over responsibility for even the most basic tasks to a program means knowing your customers and your business inside out.
Segmenting your email list by purchasing habits, average spend, location, and demographics can help you tailor the content each customer receives. Knowing your consumers' habits and interests allows you to predict future purchasing intent and better target your emails.
If you're a B2B software company, some customers will have the skills to install software on their own. Other audiences will need to log you into your remote device management software to install it for them. It's important to remember: Your sales team needs to know what your customers want, and they want messages tailored to their needs.
You can also customize email series tied to specific customer actions with automated workflows. You might set up a message offering a discount to new customers to trigger every time a customer browses but doesn't purchase or abandons their cart. You could also send welcome and thank-you messages when a customer signs up or makes a purchase.
Automated follow-up emails. These always work better if they are personalized, perhaps with the customer's name if appropriate. Including a clear call to action is also helpful, as it makes it clear what the customer should do next.
7 Steps to Automate Your Marketing
We’ve taken a broad look at what automated workflows are in marketing and how they can be useful. Now, let’s look at seven specific examples that can make them more effective.
1. Engaging with new customers and re-engaging with existing customers
Engaging first-time buyers is a key part of creating a great customer experience, ensuring they keep coming back to your brand. A welcome email workflow is a simple way to create an engaging first interaction after a customer signs up for your service.