In the introduction video, I mentioned that there are a lot of different tasks and alchemy with digital
automation tools, that three main categories of optimation, first time automation categories, image
automation, second automation categories, website automation and automation categories in some databases,
automation, each automation is controlled by the workflow.
Workflow is just a series of steps that will take place as part of the automation.
Let's see some of the most useful rifle's from each the mission category starting with you may automation
expert.
First workflow you might consider is where you are the new clients to your database and your CRM.
You want to send a welcoming thanking this person for becoming like maybe providing some additional
information about the company and to present further opportunities for the corporation by setting this
workflow in a marketing automation tool.
You don't have to remember to send email to each new client.
You don't have to write thanks to each time and you then have to send an email manually.
All of this is done automatically.
You save time and you minimizes the chances of error.
Second, you may recall, you may consider it when one of your contacts has a birthday, you get an
automatic.
You made it with best wishes.
It will help you beat them by the relationship with this client and also as a human element to your
company, who cares about people?
And not that you may very well be suitable for companies who are subscription based service like Netflix,
a subscription.
And soon you're going to inform about the renewal of the if there is no.
I know how you can remind users to on the subscription.
This way you maximize your chances to keep already paying subscribers next time, and rightfully so.
You published a new piece of content on the blog.
You may want to notify people in your database to increase pages and other statistics.
As you can see, this seeming automation where those are simple two steps, workflows based on one condition,
but you can create more complicated, multi-step workflows with a lot of different conditions.
For example, you want to send e-mail campaign to potential customers who haven't bought anything from
you yet.
This message will contain information about the specialist and offer and collate these Dunbarton site
potential customers who opened this e-mail that industry groups through Kruglik on the economy, this
gun battle with receive additional email with the discount coupon second group who opened an e-mail
box not clicked on the discount button, will receive another message with higher discount and encouragement
to it.
People who haven't opened it even opened an email will receive a message with another offer.
Such workflow would have to deliver to your potential customers the message with the highest probability
of conversion.
Let's shift to their website automation category.
First live site workflow is to display a pop up message on screen.
If someone visited your website for the first time, it could be a message with cookie information,
plus no context of useful information like contact information or about company information.
Another website's workflow is when the U.S. wants to close them webpage with our product and we don't
buy give.
Then here share a message.
We an additional coupon asking to complete the purchase.
You're going to win even a quarter of leading users.
We miss the workflow.
Another website for our focus.
When someone is on your website for more than five minutes, you can display this every asking to rate
the content of your website and suggest changes to improve it.
This way, you can collect an honest opinion from the user about the user experience next.
The Web site workflow is fine.
You have in your CRM data about the money spent by the user.
You can display different products on the project page.
The users will buy expensive products on your website and different products to the users will buy only
cheap products and other websites backflow and be connected with data.
For example, a shopping holiday.
You can display a message with an additional discount to every person who visits your website on Black
Friday.
This is a great occasion to increase your sales on that particular day, as a lot of shoppers are looking
for special deals.
Finally, let's take a look at some examples from this and that automation category.
First, use and databases workflow is when a current B2B client is inactive for more than three months.
And by inactive, I mean, there was no email communication with this client and the client hasn't visited
our website.
Automatic notification is sent to the sales team, will investigate further.
What is the reason for that inactivity.
This way you can reactivate your client.
May maybe a simple phone call from the salesperson asking what that would do.
That trick, another list and database workflow is when a new person fills out to contact form on your
website and after two days still doesn't have an owner in your CRM.
This contact can be automatically assigned to the salesperson responsible for general inquiries are
notification can be sent from the system.
Asking the sales team to choose the owner of this contact display.
You avoid losses, opportunities, negatives and database workflow is when a user wants some expensive
products from your shop, he or she automatically move to this segment.
The.
Consumers who buy expensive products next year end, thanks to that, you didn't have to do each time
manually.
And another DNA database profile is when you are a business who says only from your many channels and
just click the unsubscribe button.
Human error messages is automatically removed from your screen because you can send any more messages
and therefore send him anything in the future.
And the last example of it, and they can be workflow.
Imagine you have a 15 year CRM potential value of the customer.
Each time a user spends on your website more than 30 seconds, you want to I add five points to that
value and each time he uses the services page, you get another ten to that value.
If the user is inactive for one week, subtract five from the value.
This way you can easily identify users the highest potential.
I hope you now see the possibilities and the value of marketing automation and how you can use it for
the benefit of your company.
It's time for practice.
We will see how to set up some only referrals from our commission category, website, automation category
and different databases category in the next three years.