Before setting up any type of marketing actions and rules in your automation software, you should carefully consider the goal of your workflows and make sure to set up your campaigns to segment and assist in reporting.
HubSpot's Workflows tool allows you to complete both as you create your workflow in the platform - simply click create a workflow and set your goal by clicking on the top left corner. Goals are important for automated nurturing as users who sign up don't need any additional or unnecessary nurturing once they've met the goal criteria.
In HubSpot, these users are simply unsubscribed from the workflow once they have performed an action that meets the goal criteria.
Here's a step-by-step overview of creating your first automated marketing workflow and re-engaging leads.
1. Select your segment
Lead scoring, mentioned above, means categorizing leads according to actions they have colombia consumer email list taken, or are yet to take. If someone has clicked on a CTA, downloaded an eBook, or filled out a form, you can trigger various workflows that enroll and nurture them accordingly. With the trigger in place to fire workflows and enroll users, the next step is to plan the delivery of the nurturing.
2. Plan the steps
You have the triggers ready to fire up your workflow,
As mentioned above, setting your goal is more than just an intangible plan of what you want to accomplish. Setting an actual goal within your workflow (by clicking the “set goal” button at the top left) allows enrollees to not sign up for any other program once they’ve met the goal criteria. If your goal is to get them to call you or book a meeting, create a CTA within your emails.
The goal is accomplished once the reader clicks through to your book and they are unsubscribed from any support emails – easy.
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