In this first stage, for example, there is the presentation of a landing page that offers an e-book in exchange for a brief registration with the customer’s name and email. After capturing an email, the company needs to have a strategy to use this contact in the best possible way, leading the customer to move through the entire sales funnel until they are ready to make a purchase.
Now imagine creating a lead capture strategy and then having to manually nurture each user, each one at a different stage of interest, one by one. To solve problems like this, an automation flow can be built and applied to your digital marketing techniques.
5 Key Steps Every Business Should Consider Before Diving Into Marketing Automation
1. Identify repetitive and time-consuming tasks 5 steps to building
Identifying each step of your communication that has repetitive tasks is the first step when a company considers developing an effective automation flow.
This requires a deep understanding of the business. A good suggestion is to make a visual representation of your communication flow, describing how it is done or how you would like it to be developed.
Use flow diagrams to better understand your company’s workflow and identify repetitive tasks.
This is a fundamental step that needs to be bitfinex database in close collaboration with other stakeholders and the actual users of the process. You may also want to consider the actual savings you will make in terms of time and cost.
In this case, before establishing a path for the nutrition flow, it may be interesting to apply an A/B test and identify which emails bring a better return from your customer, through analysis, for example, of email opening, email click, response to the CTA and conversion on the landing page.
2. Define business goals
Once you’ve identified which tasks can be automated, the next step is to define your business goals using your current manual workflow as a reference.
Your goal may be related to improving performance, or reducing cycle time in a single step of your communication, or even the moment when the user will be at a stage where they will be considered a qualified lead, being ready to receive a call or a special promotion.
You may want your workforce to do less data entry and focus more on production tasks. It, but you to be able to justify how your business goals through automation and how you will measure them.
3. Choose the right workflow automation solution
The next step would be to decide on the means to the end. How do we want to achieve our business goals? To arrive at a solution, your next priority step will be to select the right workflow automation solution.
Based on the goals you set in the previous step, select your marketing automation software to automate your business process. The marketing some of the bt promotion methods are workflow tool you select should be! simple and easy to use and easily adaptable by your users.
4. Train users
The next step is to train the workforce to use the new workflow software. Any new change by management is with resistance as it is as unnecessary or dangerous by employees.
Therefore, it is imperative to involve end users from the very first step and include them in discussions so that they feel an integral part of the decision-making process.
This puts end users in charge and brings out the best ideas. Providing a clear transition path from the current manual process to the new automated usa lists and giving them adequate training to help them get up to speed goes a long way toward making this transition successful.
5. Measure performance indicators and optimize your automation flow 5 steps to building
Like any digital marketing strategy, the construction of an automation flow must have its results measured and analyzed.
Continuously monitoring and measuring your automated workflow helps you identify bottlenecks and suggest areas for improvement. Continuously evaluating your newly updated workflow will help your team become more efficient.