{"id":3070,"date":"2023-08-28T03:41:21","date_gmt":"2023-08-28T03:41:21","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=3070"},"modified":"2025-04-23T10:35:50","modified_gmt":"2025-04-23T10:35:50","slug":"marketing-automation-workflows","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/","title":{"rendered":"20 Marketing Automation Workflows for Amazing Results"},"content":{"rendered":"<p>Email, the most flexible and universal messaging medium, continues to adapt to an evolving marketplace. Consider the stats:<\/p>\n<ul>\n<li>Among US adults, <a href=\"http:\/\/www.marketingsherpa.com\/article\/case-study\/customer-communication-by-channel\" target=\"_blank\" rel=\"noopener noreferrer\">72%<\/a>&nbsp;prefer to communicate with companies via email.<\/li>\n<li><a href=\"http:\/\/www.radicati.com\/?p=13553\" target=\"_blank\" rel=\"noopener noreferrer\">Radicati estimates<\/a>&nbsp;that the global email user base is 2.6 billion, of which Facebook has about two-thirds. <a href=\"http:\/\/www.cmo.com\/adobe-digital-insights\/articles\/2016\/9\/30\/adobe-email-survey-2016.html#gs.h6vimSs\" target=\"_blank\" rel=\"noopener noreferrer\">Adobe found<\/a>&nbsp;that we\u2019re spending 17% more time with our inboxes this year than we did last year.<\/li>\n<li>When it comes to ensuring that the right people see the right content at the right moment, email wins hands down. <a href=\"https:\/\/venturebeat.com\/2015\/06\/10\/marketing-automation-how-to-make-the-right-buying-decision-the-first-time-webinar\/\" target=\"_blank\" rel=\"noopener noreferrer\">According to VentureBeat<\/a>, conversions have a 77% chance of rising for companies that adopt email automation.<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">For these reasons, email marketing automation deserves a key role in your <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-strategy\/\">marketing automation workflow strategy<\/a><span style=\"font-weight: 400;\">. When your business <a href=\"https:\/\/www.engagebay.com\/blog\/lead-nurturing\/\">nurtures leads<\/a> with <\/span><span style=\"font-weight: 400;\">triggered messaging<\/span><span style=\"font-weight: 400;\">, you will likely see an increase in average order value and a decrease in customer drop-offs.<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66103 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#What_Is_a_Workflow\" >What Is a Workflow?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#Marketing_Automation_Workflows_Explained\" >Marketing Automation Workflows Explained<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#20_Automated_Email_Workflows\" >20 Automated Email Workflows<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_Is_a_Workflow\"><\/span><strong><span style=\"color: #339966;\" data-darkreader-inline-color=\"\">What Is a Workflow?<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A workflow is a series or sequence of tasks that need to be completed in order to achieve a certain goal. The tasks can vary in size and complexity and can span various channels and departments.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some workflows are very structured, whereas some aren\u2019t. However, a workflow is created every time data is moved from one task to another. Workflow happens throughout the workplace. A workflow also automates repetitive tasks and improves marketing efforts.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the advancement of technology, companies are now incorporating email marketing automation tools into their workflows to increase efficiency.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let me explain.&nbsp;<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Marketing_Automation_Workflows_Explained\"><\/span><strong><span style=\"color: #339966;\" data-darkreader-inline-color=\"\">Marketing Automation Workflows Explained<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Marketing automation is the process of using software to automate various marketing activities, including <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\">audience segmentation<\/a>, developing and managing email campaigns, and tracking and analyzing results.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the context of <\/span><a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation<\/a><span style=\"font-weight: 400;\">, workflow is used to describe the framework of a customer journey and the touchpoints where the automated interactions come in.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s say, someone visits your website and signs up for the opt-in forms. It could be for downloading a free ebook or signing up for a free demo. Whatever the case, they want more information about your product or service.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You get their email address and using the marketing automation workflow, you can set up an <a href=\"https:\/\/www.engagebay.com\/blog\/email-sequence-personalization\/\">email sequence<\/a>. When they first download it, you can automatically send a welcome email sequence followed by other emails to further nurture your leads.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A marketing automation workflow helps advance leads down your <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-vs-sales-funnel\/\">sales funnel<\/a> by nurturing and engaging with all your leads. You can create a marketing workflow automation in a very systematic way.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s a basic marketing automation example explained in a few steps.&nbsp;<\/span><\/p>\n<h3><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">#1. Getting Started With Marketing Automation<\/span><\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">When you send a welcome automation email sequence, you get the chance to introduce your business. You get to explain to them a little more about your product and service.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With email marketing automation software, you don\u2019t have to send the hit button manually. When someone signs up for the form, the <a href=\"https:\/\/www.engagebay.com\/blog\/welcome-email\/\">welcome email<\/a> is triggered automatically.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66103 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<h3><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">#2. Create a Contact Database in Your CRM<\/span><\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">For your marketing strategy to be effective, it\u2019s crucial to segment your audiences on various factors. These factors include location, age, gender, buying interest, past records, and much more.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Depending on the action your prospects take, they are sent down to a different marketing workflow.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, a prospect who downloaded the ebook is still trying to learn more about your product. Whereas, a person who requests a free demo might be in the decision stage of buying.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These are different ways to segment your <a href=\"https:\/\/www.engagebay.com\/blog\/grow-email-list\/\">email list<\/a> to make your automation work.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-manufacturing\/\">Read also: Marketing Automation For Manufacturing: Beginner\u2019s Guide<\/a><\/p>\n<h3><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">#3. Nurture Leads on Autopilot<\/span><\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Once you have collected their email address and segmented your audiences, it\u2019s time to create an automated workflow for lead nurturing.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lead nurturing is the process of educating and keeping your leads engaged to build strong relationships with your potential customers. You can share case studies, resource materials, and other relevant information that will help them further push down the sales funnel through sales automation.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/blog\/data-driven-marketing-automation\/\">Read also: Data-Driven Marketing Automation For Maximum Impact<\/a><\/p>\n<h3><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">#4. Re-Engaging Your Email Lists<\/span><\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">If someone hasn\u2019t done anything with you, say hasn\u2019t opened an email or visited your website, you should automatically send them something. Generally, companies set a 60-day time frame for triggering automatic emails in case your prospects or leads take no action.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You will find emails with <a href=\"https:\/\/www.engagebay.com\/blog\/best-email-subject-lines\/\">catchy subject lines<\/a> like:<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">We Miss You, Here\u2019s Your 25% Discount Coupon<\/span><\/i><\/p>\n<p><i><span style=\"font-weight: 400;\">Hey, Hope You Are Doing Fine!&nbsp;<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">If they still don\u2019t take any action, it shows that they have moved on and don\u2019t want to be bothered anytime soon.&nbsp;<\/span><\/p>\n<hr>\n<h4><span style=\"color: #666699;\"><strong>Enhance Your Email Marketing<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Want to make your emails more impactful? Check out our beautiful, easy-to-customize<\/span><a href=\"https:\/\/www.engagebay.com\/email-templates\/email-purpose\/marketing\"><span style=\"font-weight: 400;\"> marketing email templates<\/span><\/a><span style=\"font-weight: 400;\">. Designed to boost engagement, these templates from EngageBay will help your emails stand out. Just customize the images, headings, and CTAs for your brand, and hit send in a few minutes!<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-weight: 400;\"><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/email-templates\/\">Browse the Template Library<\/a><\/span>&nbsp;<\/p>\n<hr>\n<h3><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">#5. Marketing Automation for New Customers<\/span><\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">You can set up an automated email workflow for your new customers.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When they purchase your products, the first thing you need to do is confirm their order and thank them.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Depending on your product or service, you might need to schedule a call or send demo videos. Whatever is the next requirement, you can easily incorporate steps into your workflow.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now you must have a basic understanding of how workflow automation works.<\/span><\/p>\n<p>Let\u2019s look at 20 automated email marketing workflows that every business, including e-commerce stores, should set up and optimize to keep <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-qualified-leads\/\">qualified leads<\/a> engaged.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/\">Read also: Workflow Automation Explained (with stats + examples + best tools)<\/a><\/p>\n<div class=\"content-box-blue\">\n<h2><span class=\"ez-toc-section\" id=\"20_Automated_Email_Workflows\"><\/span><strong><span style=\"color: #339966;\" data-darkreader-inline-color=\"\">20 Automated Email Workflows<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<pre>\ud83d\udc4b <a href=\"#ew1\">Welcome email<\/a>\r\n\ud83e\uddf2 <a href=\"#ew2\">Lead magnet emails<\/a>\r\n\ud83c\udd99 <a href=\"#ew3\">Free trial sign-up emails<\/a>\r\n\ud83e\udd1d <a href=\"#ew4\">Re-engagement emails<\/a>\r\n\ud83d\uded2 <a href=\"#ew5\">Abandoned cart emails<\/a>\r\n\ud83d\udce6 <a href=\"#ew6\">Replenishment emails<\/a>\r\n\ud83d\udc71 <a href=\"#ew7\">Lead nurturing \/ Behavioral triggered outreach<\/a>\r\n\u2763\ufe0f <a href=\"#ew8\">Onboarding<\/a>\r\n\ud83d\udd1f <a href=\"#ew9\">Lead scoring<\/a>\r\n\u2b06\ufe0f <a href=\"#ew10\">Upsell workflow<\/a>\r\n\ud83c\udfea <a href=\"#ew11\">Post-purchase follow up<\/a>\r\n\ud83d\udcdc <a href=\"#ew12\">Educational content<\/a>\r\n\ud83d\uded1 <a href=\"#ew13\">Churn reduction<\/a>\r\n\ud83d\udcc8 <a href=\"#ew14\">Sales notification<\/a>\r\n\u2b50 <a href=\"#ew15\">Customer success workflow<\/a>\r\n\ud83c\udf9f\ufe0f <a href=\"#ew16\">Event workflow<\/a>\r\n\ud83d\ude80 <a href=\"#ew17\">Product launch<\/a>\r\n\ud83c\udf82 <a href=\"#ew18\">Birthday greeting emails<\/a>\r\n\ud83d\udc69\ud83c\udffc\u200d\ud83d\udcbb <a href=\"#ew19\">Product update emails<\/a>\r\n\ud83d\udcb3 <a href=\"#ew20\">Transactional emails<\/a><\/pre>\n<\/div>\n<h3 id=\"ew1\"><span style=\"color: #993300;\" data-darkreader-inline-color=\"\"><strong>1. Welcome email workflow<\/strong><\/span><\/h3>\n<p>When your audience or customers sign up for emails, they will likely read them. So, it makes sense that a welcome email sent immediately after signup will receive high customer engagement rates.<\/p>\n<p>One <a href=\"https:\/\/www.inboxarmy.com\/infographics\/welcome-email-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">study<\/a>&nbsp;shows that welcome emails received almost four times as many opens and five times as many clicks as regular <a href=\"https:\/\/www.engagebay.com\/blog\/promotional-email\/\">promotional emails<\/a>. Welcome emails generate, on average,&nbsp;<a href=\"https:\/\/www.easy-smtp.com\/welcome-email-marketing-optimization\" target=\"_blank\" rel=\"noopener noreferrer\">320% more revenue<\/a>&nbsp;per email than regular promotional emails.<\/p>\n<p><strong>Trigger<\/strong>: Subscribe to or purchase a product\/service<\/p>\n<p><strong>How to use it:<\/strong><\/p>\n<ul>\n<li>Tell the reader what they can expect;<\/li>\n<li>Show them how to learn about what they are interested in;<\/li>\n<li>Direct them to further info about your business;<\/li>\n<li>Provide them with social media channels for further engagement;<\/li>\n<li>Show them your personality to humanize your business and earn their trust;<\/li>\n<li>Ask a question or direct them to a survey to learn more about them.<\/li>\n<\/ul>\n<p>Here&#8217;s a sample welcome email sequence:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-46562 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Welcome-email-sequence-5-1024x440.png\" alt=\"Welcome email sequence\" width=\"827\" height=\"355\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Welcome-email-sequence-5-1024x440.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Welcome-email-sequence-5-300x129.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Welcome-email-sequence-5-768x330.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Welcome-email-sequence-5-1536x660.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Welcome-email-sequence-5-2048x880.png 2048w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/p>\n<p>Welcome emails have numerous uses. To help you decide on your welcome email\u2019s content, simply think about what you want to accomplish next in the context of your overall business objectives.<\/p>\n<p>So, for example, if you have a long sales cycle, you could direct recipients to product info, relevant content, or an FAQ\u2014anything that will increase their confidence in making a purchase. If your sales cycle is short, show the readers new products, promotions, or exciting content, quickly turning them into paying customers.<\/p>\n<p>This colorful welcome email from Topshop welcomes users by offering them a discount on their first order, along with a CTA.<\/p>\n<figure id=\"attachment_46551\" aria-describedby=\"caption-attachment-46551\" style=\"width: 600px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/topshop-automated-welcome-602a1ed6937e0.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-46551\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/topshop-automated-welcome-602a1ed6937e0.jpg\" alt=\"Topshop welcome email example\" width=\"600\" height=\"652\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/topshop-automated-welcome-602a1ed6937e0.jpg 644w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/topshop-automated-welcome-602a1ed6937e0-276x300.jpg 276w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/a><figcaption id=\"caption-attachment-46551\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.moengage.com\/learn\/marketing-automation-workflows\/\">Source<\/a><\/em><\/figcaption><\/figure>\n<h3 id=\"ew2\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">2. Lead magnet email workflow<\/span><\/strong><\/h3>\n<p><strong>Trigger<\/strong>: Download your offer<\/p>\n<p><strong>How to use it:<\/strong><\/p>\n<p>This <a href=\"https:\/\/www.engagebay.com\/blog\/types-of-email-that-boost-email-marketing-roi\/\">type of email<\/a> works well when the recipient has opted in for a valuable resource or <a href=\"https:\/\/www.engagebay.com\/blog\/lead-magnets-101\/\">lead magnet<\/a> that you offer aligning perfectly with your <a href=\"https:\/\/storychief.io\/blog\/content-marketing-workflow-template\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">content marketing workflows<\/a>. This type of content marketing is also known as gated content.<\/p>\n<p>Based on the topic, you can tag the reader by interest and then send a series of emails to demonstrate your appreciation and enhance the customer experience\u2014both essential for your success.<\/p>\n<p>This email marketing automation workflow should include:<\/p>\n<ul>\n<li>A thank you and confirmation immediately after the opt-in for the download.<\/li>\n<li>You could also send selected tips, tactics, and related resources a few days later.<\/li>\n<li>A request for feedback several days after that so that your customer service team can get valuable information.<\/li>\n<\/ul>\n<p>Check out this sample lead magnet email workflow:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-46563 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-1-1024x479.png\" alt=\"Lead magnet email sequence\" width=\"831\" height=\"389\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-1-1024x479.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-1-300x140.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-1-768x359.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-1-1536x718.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-1-2048x957.png 2048w\" sizes=\"(max-width: 831px) 100vw, 831px\" \/><\/p>\n<p>This will provide you with data to better prepare resources of value for your target audience. It also shows readers that you value their opinions as well as their business.<\/p>\n<p>Check out this simple and minimal &#8216;Thank you for downloading email&#8217;:<\/p>\n<figure id=\"attachment_46552\" aria-describedby=\"caption-attachment-46552\" style=\"width: 1024px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-46552\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/f17a6c99f71bd195b7b2365ee71ed2529d64edcc-1024x599-1.jpeg\" alt=\"Download email example\" width=\"1024\" height=\"599\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/f17a6c99f71bd195b7b2365ee71ed2529d64edcc-1024x599-1.jpeg 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/f17a6c99f71bd195b7b2365ee71ed2529d64edcc-1024x599-1-300x175.jpeg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/f17a6c99f71bd195b7b2365ee71ed2529d64edcc-1024x599-1-768x449.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption id=\"caption-attachment-46552\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.leadpages.com\/blog\/thank-you-pages-confirmation-pages\">Source<\/a><\/em><\/figcaption><\/figure>\n<h3 id=\"ew3\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">3. Free trial sign-up emails<\/span><\/strong><\/h3>\n<p><strong>Trigger<\/strong>: Sign up for a free trial<\/p>\n<p>If you are running a SaaS company, you know this is an important touch point with your potential customers. Those who sign up for a free trial of your product are good leads. After all, they have decided to give your product a go over your competitors. So, if you are not converting them, you have a problem.<\/p>\n<p>When users sign up, an automated email is sent to them.<\/p>\n<p>In most instances, the problem is that <a href=\"https:\/\/www.engagebay.com\/blog\/customer-onboarding\/\">onboarding a user<\/a> is overlooked or poorly done. So, users don\u2019t find success with the product and fail to progress to be customers.<\/p>\n<p>On signing up for a free trial, most customers expect to receive an email and assistance with the product. So, your welcome email is likely to be well received even if you have in-app assistance as well.<\/p>\n<p>What makes for a good free trial email?<\/p>\n<ul>\n<li>Get users excited about the step they\u2019ve already taken;<\/li>\n<li>Emphasize the importance of taking the next step;<\/li>\n<li>Show them how to use your product effectively via videos, guides, images, etc;<\/li>\n<li>Identify and address possible objections at this stage of the free trial journey;<\/li>\n<li>Segment users based on actions already taken;<\/li>\n<li>Include your call-to-action to take the next step.<\/li>\n<\/ul>\n<p>If users haven\u2019t taken certain critical steps to get started, then you can:<\/p>\n<ul>\n<li>Remind the recipient that they forgot to get started;<\/li>\n<li>Simplify the getting-started process with a few bullet points;<\/li>\n<li>Address the problem that made them sign up in the first place;<\/li>\n<li>Tell them how long it takes to get started (and the level of ease);<\/li>\n<li>Include a call to action.<\/li>\n<\/ul>\n<p>For example, Harvest sends out the following email when a recipient signs up.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-3067\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image2.jpg\" alt=\"sign email example - email marketing automation workflows\" width=\"600\" height=\"825\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image2.jpg 996w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image2-218x300.jpg 218w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image2-744x1024.jpg 744w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image2-768x1056.jpg 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image2-595xh.jpg 595w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/p>\n<h3 id=\"ew4\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">4. Re-engagement emails<\/span><\/strong><\/h3>\n<p>Most businesses will have a list of email addresses of those who have become disengaged because they haven\u2019t used their product, made a purchase in a while, or left emails unopened.<\/p>\n<p><strong>Trigger<\/strong>: Users stop engaging with emails without unsubscribing<\/p>\n<p>These are people who are familiar with your brand and so warmer than complete strangers. You can re-engage with prompts to return them to your site. <a href=\"https:\/\/www.salesforce.com\/contents\/pdf\/2016-state-of-marketing\/\" target=\"_blank\" rel=\"noopener noreferrer\">According<\/a>&nbsp;to Salesforce, 63% of marketers say that re-engagement campaigns are \u201cvery effective.\u201d<\/p>\n<p>Re-engagement emails work best when they do two things:<\/p>\n<ul>\n<li>Remind subscribers why they signed up for the email in the first place;<\/li>\n<li>Offer subscribers a tangible incentive to engage more actively with your brand.<\/li>\n<\/ul>\n<p>An automated re-engagement email can be sent to customers who:<\/p>\n<ul>\n<li>Have created an account or registered their email with your website;<\/li>\n<li>Have made purchases but haven\u2019t returned in a while;<\/li>\n<li>Have signed up for a free trial of your software but haven\u2019t been back to explore the program.<\/li>\n<\/ul>\n<p>Here&#8217;s a sample re-engagement workflow:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-46589 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-5-e1693221086661-1024x362.png\" alt=\"Re-engagement email sequence \" width=\"914\" height=\"323\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-5-e1693221086661-1024x362.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-5-e1693221086661-300x106.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-5-e1693221086661-768x271.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-5-e1693221086661-1536x543.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-5-e1693221086661-2048x724.png 2048w\" sizes=\"(max-width: 914px) 100vw, 914px\" \/><\/p>\n<p>Social Animal, for example, sent me this email after my free trial had expired and I hadn\u2019t selected one of their plans.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image3.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-3066\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image3.jpg\" alt=\"email marketing automation workflows example\" width=\"600\" height=\"656\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image3.jpg 1148w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image3-274x300.jpg 274w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image3-936x1024.jpg 936w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image3-768x840.jpg 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image3-595xh.jpg 595w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<h3 id=\"ew5\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">5. Abandoned cart emails<\/span><\/strong><\/h3>\n<p>Ever click away from a site\u2019s shopping cart only to get an email reminding you to complete your purchase?<\/p>\n<p>These emails are money makers simply because they reach the right person at the right time with the right message. However, the strategy doesn\u2019t apply exclusively to e-commerce stores. The same happens to SaaS companies as well. A percentage of people will abandon their purchase, which is why it makes sense to have a system in place to follow up with lost leads.<\/p>\n<p>One of the best ways for any marketing team to recover lost leads is to get the user\u2019s email address when they sign up for a free trial or when they add items to their cart. Most marketing automation platforms, customer data platforms, and workflow management tools offer pre-build cart abandonment workflows.<\/p>\n<p>To maximize conversions with your <a href=\"https:\/\/www.engagebay.com\/blog\/abandoned-cart-emails\/\">abandoned-cart email<\/a> reminders, you can:<\/p>\n<ul>\n<li>Offer discounts for the product in the reminder message;<\/li>\n<li>Use a curiosity-piquing subject line like \u201cDid you forget something?\u201d<\/li>\n<li>Let users know that supply is low or that an additional helpful offer is available for a limited time;<\/li>\n<li>Add an authentic, positive user review.<\/li>\n<\/ul>\n<p>An abandoned cart email workflow may look something like this:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-46560 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Abandoned-cart-email-sequence-1-1024x523.png\" alt=\"Abandoned cart email sequence\" width=\"901\" height=\"460\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Abandoned-cart-email-sequence-1-1024x523.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Abandoned-cart-email-sequence-1-300x153.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Abandoned-cart-email-sequence-1-768x393.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Abandoned-cart-email-sequence-1-1536x785.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Abandoned-cart-email-sequence-1-2048x1047.png 2048w\" sizes=\"(max-width: 901px) 100vw, 901px\" \/><\/p>\n<p id=\"h.gjdgxs\">For example, Away offers this personalized email reminder email after the user abandons their cart:<\/p>\n<figure id=\"attachment_46554\" aria-describedby=\"caption-attachment-46554\" style=\"width: 450px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/abandoned-cart-email_17.jpeg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-46554 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/abandoned-cart-email_17.jpeg\" alt=\"Away abandoned cart email example\" width=\"450\" height=\"687\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/abandoned-cart-email_17.jpeg 450w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/abandoned-cart-email_17-197x300.jpeg 197w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/><\/a><figcaption id=\"caption-attachment-46554\" class=\"wp-caption-text\"><em><a href=\"https:\/\/blog.hubspot.com\/marketing\/abandoned-cart-email\">Source<\/a><\/em><\/figcaption><\/figure>\n<p><span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Unleash the power of automation for your eCommerce store! Discover 7 proven strategies and tools right here.&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:14851,&quot;3&quot;:{&quot;1&quot;:0},&quot;4&quot;:{&quot;1&quot;:2,&quot;2&quot;:16250872},&quot;12&quot;:0,&quot;14&quot;:{&quot;1&quot;:2,&quot;2&quot;:3621201},&quot;15&quot;:&quot;S\u00f6hne, ui-sans-serif, system-ui, -apple-system, \\&quot;Segoe UI\\&quot;, Roboto, Ubuntu, Cantarell, \\&quot;Noto Sans\\&quot;, sans-serif, \\&quot;Helvetica Neue\\&quot;, Arial, \\&quot;Apple Color Emoji\\&quot;, \\&quot;Segoe UI Emoji\\&quot;, \\&quot;Segoe UI Symbol\\&quot;, \\&quot;Noto Color Emoji\\&quot;&quot;,&quot;16&quot;:12}\">\ud83d\udc49\ud83c\udffd<em>Unleash the power of automation for your eCommerce store! Discover <a href=\"https:\/\/www.engagebay.com\/blog\/ecommerce-marketing-automation\/\">7 proven strategies and email automation tools<\/a> right here.<\/em><\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/\">Read also: 7 Marketing Automation Flowchart Examples [Workflow Guide]<\/a><\/p>\n<h3 id=\"ew6\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">6. Replenishment emails<\/span><\/strong><\/h3>\n<p>Replenishment emails work well if you sell products with a limited lifecycle or that require regular services, such as filing tax returns or dental appointments. These are opportunities to connect with customers and give them a friendly reminder.<\/p>\n<p><strong>Trigger<\/strong>: end of the product lifecycle<\/p>\n<p>Once the lifecycle of your product is complete, an automated email can remind customers to restock their product or, in the case of a service, to sign up for another appointment.<\/p>\n<p>They can be useful in situations like:<\/p>\n<ul>\n<li>An annual subscription for a sports team or a magazine;<\/li>\n<li>For regular services like dental appointments or car servicing;<\/li>\n<li>Reordering consumable products like laundry detergent.<\/li>\n<\/ul>\n<p>Check out this replenishment email from <em>The WOD Life. <\/em>They offer replenishment emails based on the user&#8217;s purchase history.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/wod.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-46555 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/wod.jpg\" alt=\"The WOD life replenishment email example\" width=\"411\" height=\"1024\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/wod.jpg 411w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/wod-120x300.jpg 120w\" sizes=\"(max-width: 411px) 100vw, 411px\" \/><\/a><\/p>\n<h3 id=\"ew7\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">7. Lead nurturing \/ Behavioral triggered outreach<\/span><\/strong><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/lead-nurturing\/\">Lead nurturing<\/a> is a key part of email marketing automation workflows. It saves time and helps grow your customer base. Automation based on user actions or behaviors can make your messaging relevant and engaging. This marketing process can also be done through an <a href=\"https:\/\/www.activecampaign.com\/blog\/best-email-automation-software\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">email automation software<\/a>.<\/p>\n<p><strong>Trigger<\/strong>: Top-of-funnel events conversions<\/p>\n<p>Here\u2019s how it helps:<\/p>\n<ul>\n<li>Keep customers engaged throughout their research and shopping process<\/li>\n<li>Provides prospects with all relevant information to make a purchase<\/li>\n<li>Automatically qualifies leads and moves them toward the bottom of the funnel<\/li>\n<\/ul>\n<p>Depending on the action your customer takes on your site, you can send relevant automated emails at the right time. For example, say you run a sportswear e-commerce store, and a customer looked at content around the time of a marathon. You can trigger an email based on their visits to specific URLs on your site.<\/p>\n<p>Knowing that they want to learn more about preparing for a marathon, you can send an automated email with related content and products. As the relationship grows, your brand will be foremost in their minds when they are ready to buy.<\/p>\n<p>LinkedIn, for example, sent me this lead nurturing workflow email noting that I haven\u2019t signed up for their learning services.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-3064 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image7.jpg\" alt=\"image7\" width=\"542\" height=\"1442\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image7.jpg 601w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image7-113x300.jpg 113w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image7-385x1024.jpg 385w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image7-577x1536.jpg 577w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image7-595xh.jpg 595w\" sizes=\"(max-width: 542px) 100vw, 542px\" \/><\/p>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Boost your marketing efforts with our<\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\"> beautiful email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">. Just customize and send!<\/span><\/i><\/p>\n<h3 id=\"ew8\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">8. Onboarding<\/span><\/strong><\/h3>\n<p><strong>Trigger<\/strong>: Sign up for product\/app use<\/p>\n<p>When a user creates a website account\/free trial account, there are usually several steps to complete their profile and get to the point where they see value in using the product.<\/p>\n<p>Although it seems to be a logical series of steps, it is often quite complex given the numerous demands on a user\u2019s attention.<\/p>\n<p>This is where onboarding emails can help with creating a better onboarding experience. It allows you to:<\/p>\n<ul>\n<li>Increase user engagement and retention by highlighting the best features of your product\/app, as well as how users can get the most out of their account;<\/li>\n<li>Identify low-engagement users and those who have not properly set up their accounts for further outreach campaigns.<\/li>\n<\/ul>\n<p>For example, Square, a financial payments company, offers a streamlined and customized onboarding process. Check out this email:<\/p>\n<figure id=\"attachment_46553\" aria-describedby=\"caption-attachment-46553\" style=\"width: 547px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/8-Great-Examples-of-User-Onboarding-Emails-From-Top-Brands-For-Square-1.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-46553\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/8-Great-Examples-of-User-Onboarding-Emails-From-Top-Brands-For-Square-1.png\" alt=\"Square onboarding email example\" width=\"547\" height=\"977\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/8-Great-Examples-of-User-Onboarding-Emails-From-Top-Brands-For-Square-1.png 680w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/8-Great-Examples-of-User-Onboarding-Emails-From-Top-Brands-For-Square-1-168x300.png 168w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/8-Great-Examples-of-User-Onboarding-Emails-From-Top-Brands-For-Square-1-573x1024.png 573w\" sizes=\"(max-width: 547px) 100vw, 547px\" \/><\/a><figcaption id=\"caption-attachment-46553\" class=\"wp-caption-text\"><a href=\"https:\/\/www.sendx.io\/blog\/onboarding-emails\"><em>Source<\/em><\/a><\/figcaption><\/figure>\n<h3 id=\"ew9\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">9. Lead scoring<\/span><\/strong><\/h3>\n<p>Lead scoring can be time-consuming because it requires ensuring that your customers are the right fit and are interested in what you have to offer.<\/p>\n<p><strong>Trigger<\/strong>: Action taken by a lead<\/p>\n<p>It can be one the most effective ways to track leads and conversions because it allows for:<\/p>\n<ul>\n<li>Better targeting of your marketing to the leads who are most likely to convert;<\/li>\n<li>Can be added to many of the marketing automation workflow examples mentioned here;<\/li>\n<li><a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-model\/\">Lead scoring<\/a> can be used to segment lists for <a href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-campaigns\/\">email marketing campaigns<\/a>.<\/li>\n<\/ul>\n<p>This sample lead scoring workflow shows the different actions and the corresponding scores:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-46581 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-2-1-1024x418.png\" alt=\"Lead scoring email sequence \" width=\"883\" height=\"361\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-2-1-1024x418.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-2-1-300x123.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-2-1-768x314.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-2-1-1536x627.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-2-1-2048x837.png 2048w\" sizes=\"(max-width: 883px) 100vw, 883px\" \/><\/p>\n<h3 id=\"ew10\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">10. Upsell workflow<\/span><\/strong><\/h3>\n<p><strong>Trigger<\/strong>: Past purchases<\/p>\n<p>It is much easier to persuade past customers to buy again than it is to find new customers. Based on past purchases, marketing automation workflows for messages containing related products can be sent to your customers. They often contain something along the following lines:<\/p>\n<p>I see you liked [<em>insert amazing product<\/em>]. What about [<em>insert related product or what other people who bought an amazing product also bought<\/em>]?<\/p>\n<p>This strategy works well for Amazon and helps to continue their relationship with their customers. It is also a profitable way to leverage data from your customers and tailor their purchasing experience.<\/p>\n<p>Check out this multi-branch sample upsell workflow:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-46587 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-4-1024x393.png\" alt=\"Upsell \/ cross-sell workflow\" width=\"887\" height=\"341\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-4-1024x393.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-4-300x115.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-4-768x295.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-4-1536x590.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-4-2048x787.png 2048w\" sizes=\"(max-width: 887px) 100vw, 887px\" \/><\/p>\n<p>eBay uses a similar strategy. Noting that I looked at a couple of products, eBay sent me this email.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image10.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-3059 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image10.jpg\" alt=\"EBay product recommendation email\" width=\"587\" height=\"1027\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image10.jpg 914w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image10-171x300.jpg 171w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image10-585x1024.jpg 585w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image10-768x1344.jpg 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image10-877x1536.jpg 877w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image10-595xh.jpg 595w\" sizes=\"(max-width: 587px) 100vw, 587px\" \/><\/a><\/p>\n<h3 id=\"ew11\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">11. Post-purchase follow up<\/span><\/strong><\/h3>\n<p>Following up after a sale lets the customer know that you appreciate having their business and care about their satisfaction.<\/p>\n<p><strong>Trigger<\/strong>: After the purchase of an item or items or after performing certain actions in an app<\/p>\n<p>For online purchases, following up is a great way to reach out with relevance and to increase your customer reviews.<\/p>\n<p>Great post-purchase follow-up emails may include these elements:<\/p>\n<ul>\n<li>Ask for a review outright and make it easy to leave one. A UGC marketing tool can be a major help with this;<\/li>\n<li>At the bottom of the email, display a few similar products to those purchased or go well with them;<\/li>\n<li>Thank your customer again for their purchase;<\/li>\n<li>Include information like product care, product-use cases, or a product FAQ.<\/li>\n<\/ul>\n<p>This beautiful post-purchase follow-up email from HomesAlivePets offers a thank you note along with the summary of the purchase:<\/p>\n<figure id=\"attachment_46596\" aria-describedby=\"caption-attachment-46596\" style=\"width: 441px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/order-confirmation-email-1.jpeg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-46596 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/order-confirmation-email-1.jpeg\" alt=\"Post-purchase follow-up email example\" width=\"441\" height=\"887\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/order-confirmation-email-1.jpeg 441w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/order-confirmation-email-1-149x300.jpeg 149w\" sizes=\"(max-width: 441px) 100vw, 441px\" \/><\/a><figcaption id=\"caption-attachment-46596\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.shopify.com\/blog\/post-sales-emails-turn-buyers-into-fans\">Source<\/a><\/em><\/figcaption><\/figure>\n<h3 id=\"ew12\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">12. Educational content<\/span><\/strong><\/h3>\n<p>Marketing automation workflows aren\u2019t solely about making sales. Engagement and education are also key for nurturing and building trust with your audience. When you educate your audience, you help them understand the benefits of a solution. Chances are that your audience can find the information they need elsewhere, but when it comes from you, you help make them more knowledgeable and develop brand loyalty.<\/p>\n<p><strong>Trigger<\/strong>: Capturing data to allow for personalized experiences<\/p>\n<p>Email marketing automation workflows can help create personalized experiences for each customer, making their overall buying journey relevant and engaging.<\/p>\n<p>Framebridge, a company that sells art frames and accessories, crafts some of the best educational emails. It&#8217;s simple, engaging, and above all, a visual treat.<\/p>\n<figure id=\"attachment_46556\" aria-describedby=\"caption-attachment-46556\" style=\"width: 592px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-46556\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Group-194-1-592x1024-1.png\" alt=\"Framebridge educational email example\" width=\"592\" height=\"1024\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Group-194-1-592x1024-1.png 592w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Group-194-1-592x1024-1-173x300.png 173w\" sizes=\"(max-width: 592px) 100vw, 592px\" \/><figcaption id=\"caption-attachment-46556\" class=\"wp-caption-text\"><a href=\"https:\/\/elasticemail.com\/blog\/marketing_tips\/educational-email-examples\"><em>Source<\/em><\/a><\/figcaption><\/figure>\n<h3 id=\"ew13\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">13. Churn reduction<\/span><\/strong><\/h3>\n<p>A major issue for SaaS companies is churn. Consider these stats:<\/p>\n<ul>\n<li>The very best SAAS companies keep <a href=\"https:\/\/sixteenventures.com\/saas-churn-rate#pq=TOGfBg\" target=\"_blank\" rel=\"noopener noreferrer\">monthly revenue churn<\/a>&nbsp;at around 0.58%. That\u2019s about 7% revenue churn a year.<\/li>\n<li>According to <a href=\"https:\/\/www.slideshare.net\/totango\/5th-annual-saas-metrics-report\" target=\"_blank\" rel=\"noopener noreferrer\">Totango<\/a>, more than two-thirds of SAAS companies experience annual churn rates of 5% or higher.<\/li>\n<\/ul>\n<p>David Skok, a serial entrepreneur turned venture capitalist, <a href=\"https:\/\/www.forentrepreneurs.com\/saas-metrics-2\/\" target=\"_blank\" rel=\"noopener noreferrer\">says<\/a>&nbsp;that if your Net Revenue Churn is high (above 2% per month), this indicates that something is wrong with your business and will become a major drag on growth.<\/p>\n<p><strong>Trigger<\/strong>: User behavior that indicates a high potential for churn<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-46590 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-7-1024x590.png\" alt=\"Churn reduction email sequence\" width=\"891\" height=\"514\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-7-1024x590.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-7-300x173.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-7-768x443.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-7-1536x885.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/Lead-magnet-email-sequence-7-2048x1180.png 2048w\" sizes=\"(max-width: 891px) 100vw, 891px\" \/><\/p>\n<p>There are two ways in which marketing automation workflows can be used to reduce churn.<\/p>\n<h4><span style=\"color: #666699;\" data-darkreader-inline-color=\"\"><strong>1. Urge users to come back<\/strong><\/span><\/h4>\n<p>This can be done by using promotional emails offering special discounts or by an add-value offer. It can also be done by educating a segment based on indicated interests or with feedback.<\/p>\n<p>The key to making this effective is to segment your list based on user responses or actions.<\/p>\n<h4><strong><span style=\"color: #666699;\" data-darkreader-inline-color=\"\">2. To show how they can get more value from service or product<\/span><\/strong><\/h4>\n<p>Products often have multiple features, making it difficult for users to find those that provide the best value for them.<\/p>\n<p>One way to overcome this is to provide emails that introduce features based on user actions. For example, we know that adding a pop-up to a landing page can help reduce the number of visitors from bouncing with no engagement. So, when someone publishes their <a href=\"https:\/\/www.engagebay.com\/marketing\/landing-pages\">landing page<\/a>, we can send an email with a CTA (call to action) to add an exit pop to the page.<\/p>\n<p>Grammarly takes advantage of the second method, showing users what they are missing out on. Here&#8217;s an example:<\/p>\n<figure id=\"attachment_46557\" aria-describedby=\"caption-attachment-46557\" style=\"width: 688px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/retention-email-grammarly.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-46557 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/retention-email-grammarly.jpg\" alt=\"Grammarly retention email example\" width=\"688\" height=\"1681\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/retention-email-grammarly.jpg 720w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/retention-email-grammarly-123x300.jpg 123w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/retention-email-grammarly-419x1024.jpg 419w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/retention-email-grammarly-629x1536.jpg 629w\" sizes=\"(max-width: 688px) 100vw, 688px\" \/><\/a><figcaption id=\"caption-attachment-46557\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.getvero.com\/resources\/retention-email-inspiration\/\">Source<\/a><\/em><\/figcaption><\/figure>\n<h3 id=\"ew14\"><span style=\"color: #993300;\" data-darkreader-inline-color=\"\"><strong>14. Sales notification<\/strong><\/span><\/h3>\n<p>The best time to get in touch with a lead is when your marketing qualifies them. If they are not contacted while interested, they may lose interest or find another provider.<\/p>\n<p><strong>Trigger<\/strong>: Qualifying a lead<\/p>\n<p>Email automation workflow can be harnessed to alert a sales rep\/sales team that a lead has been qualified. Some email marketing systems will allow you to tag leads based on behaviors such as downloads, content consumed, or visited web pages. This way the rep has sufficient context to begin a conversation with the lead.<\/p>\n<p>For example, in Drip you <a href=\"https:\/\/www.drip.com\/blog\/marketing-automation\/style-drip-forms-clients-self-schedule\" target=\"_blank\" rel=\"noopener noreferrer\">can create<\/a>&nbsp;relevant notification emails like the one below.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-3062 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image6.png\" alt=\"image6\" width=\"912\" height=\"515\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image6.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image6-300x169.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image6-768x434.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image6-595xh.png 595w\" sizes=\"(max-width: 912px) 100vw, 912px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">\ud83d\udc49 Create and launch successful email campaigns with EngageBay\u2019s all-in-one solution and stunning,<\/span><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><span style=\"font-weight: 400;\"> free email templates<\/span><\/a><span style=\"font-weight: 400;\">. Don&#8217;t miss out \u2014 get started today!<\/span><\/p>\n<h3 id=\"ew15\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">15. Customer success workflow<\/span><\/strong><\/h3>\n<p>Once you have onboarded a customer, your strategy needs to focus on keeping them engaged.<\/p>\n<p>According to <a href=\"https:\/\/www.gallup.com\/analytics\/214259\/customer-analytics.aspx\" target=\"_blank\" rel=\"noopener noreferrer\">Gallup<\/a>,&nbsp;engaged customers bring a 23% increase in profitability, wallet share, revenue, and relationship growth compared to their disengaged peers.<\/p>\n<p>Keeping track of key customer success metrics provides you with a prime workflow opportunity.<\/p>\n<p>So, how do you engage your leads\/customers? Here are a few ideas for when you can reach out:<\/p>\n<ul>\n<li>They achieve their first success<\/li>\n<li>A customer support ticket is closed\u2014ask about their experience<\/li>\n<li>They request pricing or look at changing plans\u2014ask a question(s) to help them<\/li>\n<li>They request a kick-off\/strategy call or product demo<\/li>\n<li>On completing a survey<\/li>\n<li>After a webinar\/workshop<\/li>\n<li>Cancel their account \u2013 ask about their experience with the product<\/li>\n<li>Visit the cancel page<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66103 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<p>Statistics&nbsp;show that, as you keep your <a href=\"https:\/\/www.engagebay.com\/blog\/customer-engagement-strategies\/\">customers engaged<\/a> by delivering positive and profitable experiences that are complemented by relevant email marketing, many of your customers over time will become advocates for your company. Consider the following:<\/p>\n<ul>\n<li>92% of customers trust recommendations for products and services that came from people they know;<\/li>\n<li>Customer advocates are twice as likely to tell their networks about their purchases;<\/li>\n<li>Customers referred by existing customers are 37% more likely to continue supporting your company;<\/li>\n<li>Customer advocates spend 5x more than other customers.<\/li>\n<\/ul>\n<p>For these reasons, it is no surprise that customer advocacy is considered a key differentiator among B2B companies.<\/p>\n<p>To implement this level of email marketing automation, you will need fairly advanced <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\">email marketing service<\/a> providers that allow you to segment your subscriber lists and engage your customers at every stage of their buying journey. By using the right email campaigns, your customers will move through the funnel, settle in as brand advocates, and contribute to customer success on a wider scale.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-ideas\/\">Read also: Work Smart, Not Hard: Top Marketing Automation Ideas<\/a><\/p>\n<h3 id=\"ew16\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">16. Event workflow<\/span><\/strong><\/h3>\n<p><strong>Trigger<\/strong>: Sign up for an event<\/p>\n<p>Are you hosting an in-person or <a href=\"https:\/\/www.softermii.com\/blog\/how-to-build-a-custom-virtual-event-platform-the-event10x-story\">online event<\/a>? You can use email marketing workflows to automate communication with your event registrants before, during, and even after the event.<\/p>\n<p>The Work by Design Summit is a virtual summit that sent out an email, similar to the one below, to those who signed up.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image12.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-3065\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image12.jpg\" alt=\"Event workflow example\" width=\"409\" height=\"1580\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image12.jpg 414w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image12-78x300.jpg 78w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image12-265x1024.jpg 265w\" sizes=\"(max-width: 409px) 100vw, 409px\" \/><\/a><\/p>\n<p>Elements to include in an <a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\">email marketing automation sequence<\/a> include:<\/p>\n<ul>\n<li>Being deliberate about the event and informing potential attendees of the dates and theme;<\/li>\n<li>Including video to set the right expectations and create anticipation;<\/li>\n<li>Share testimonials;<\/li>\n<li>Showcase speakers;<\/li>\n<li>Provide attendees with an opportunity to be involved (perhaps in sessions);<\/li>\n<li>Offer early bird discounts;<\/li>\n<li>Promote registrations at other associated events;<\/li>\n<li>Give them a taste of what they can expect;<\/li>\n<li>Send a message from the hosts.<\/li>\n<\/ul>\n<p>In other instances, such as before events, you may want to deliver important information to those attending a live in-person event, such as hotel accommodation, agendas, etc. You may also need to send housekeeping reminders, session options, and details of networking opportunities during the event.<\/p>\n<p>After the event, you can set up a workflow that gives access to session slides and continues to nurture attendees via content and promotion for future events.<\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66103 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/EMAIL-BLOG-CTA-770-206-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-startups\/\">Read also: Marketing Automation for Startups, The Simple Way<\/a><\/p>\n<h3 id=\"ew17\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">17. Product launch<\/span><\/strong><\/h3>\n<p>A product launch email is sent to announce the launch of a new product, feature, release, or upcoming event.<\/p>\n<p><strong>Trigger<\/strong>: New product, feature, release, or upcoming event<\/p>\n<p>Generally, product launch emails help create some hype and anticipation. Timing is a crucial part of a product launch and well-timed emails can play an influential part in this.<\/p>\n<p>These emails should include:<\/p>\n<ul>\n<li>Launch date<\/li>\n<li>Images of product<\/li>\n<li>Description of product<\/li>\n<\/ul>\n<p>More importantly, the product launch email should raise questions in your subscriber\u2019s mind, such as:<\/p>\n<ul>\n<li>What is the product?<\/li>\n<li>How can it help me?<\/li>\n<li>How is it different from other products?<\/li>\n<li>How do I get it?<\/li>\n<\/ul>\n<p>It should provide answers, too. Apple, for example, sent this email about the new iPad Pro.<\/p>\n<p><img decoding=\"async\" width=\"345\" height=\"1600\" class=\"wp-image-3060 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image8.jpg\" alt=\"image8\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image8.jpg 345w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image8-65x300.jpg 65w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image8-221x1024.jpg 221w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/11\/image8-331x1536.jpg 331w\" sizes=\"(max-width: 345px) 100vw, 345px\" \/><\/p>\n<p>In some cases, a <a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\">series of emails<\/a> can help create the level of anticipation that you want. The series can include a combination of the following types of emails based on what you know works for your audience:<\/p>\n<ul>\n<li>Survey email<\/li>\n<li>Give email<\/li>\n<li>Interest email<\/li>\n<li>Anticipation email<\/li>\n<li>Offer email<\/li>\n<li>Common questions email<\/li>\n<li>Closing email<\/li>\n<\/ul>\n<h3 id=\"ew18\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">18. Birthday greeting email&nbsp;<\/span><\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">A birthday greeting email is an automated email sent on a customer\u2019s birthday. It offers a lighter and uplifting message, while also acting as a vessel for customer retention and brand awareness.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A birthday email may also offer a personalized birthday discount or some other incentive to improve click rates. It\u2019s important to make your birthday greeting and incentive stand out as the customer may receive a lot of emails from your competitors.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">How birthday greeting emails help:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">According to <\/span><span style=\"font-weight: 400;\">Experian<\/span><span style=\"font-weight: 400;\">, birthday emails have a whopping 342% more revenue per email than a standard promotional email.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Birthdays also have a 481% higher transaction rate compared to other promotional emails.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">They allow you to add a human touch to your brand, nourishing and strengthening your relationship with your customers.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Check out this fabulous example from Loomi:<\/span><\/p>\n<figure id=\"attachment_46550\" aria-describedby=\"caption-attachment-46550\" style=\"width: 578px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-46550\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/62b2fcd8d5e5e6b549dd2802_nn2WZucgHDOx1BcPvmxRY0WoQ4hukVNEYZv4mEkQ4a-nHBSb2eRf3LFAZPYVJAgunwqZ2ibjv_gk2P1AAuo3loEXOUUIykJAs3e5p3HbjOkeORUfaCGlSETnT1cEf9ky-RSNKl8q7xDXESK3gA.png\" alt=\"Loomi birthday email example\" width=\"578\" height=\"740\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/62b2fcd8d5e5e6b549dd2802_nn2WZucgHDOx1BcPvmxRY0WoQ4hukVNEYZv4mEkQ4a-nHBSb2eRf3LFAZPYVJAgunwqZ2ibjv_gk2P1AAuo3loEXOUUIykJAs3e5p3HbjOkeORUfaCGlSETnT1cEf9ky-RSNKl8q7xDXESK3gA.png 578w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/62b2fcd8d5e5e6b549dd2802_nn2WZucgHDOx1BcPvmxRY0WoQ4hukVNEYZv4mEkQ4a-nHBSb2eRf3LFAZPYVJAgunwqZ2ibjv_gk2P1AAuo3loEXOUUIykJAs3e5p3HbjOkeORUfaCGlSETnT1cEf9ky-RSNKl8q7xDXESK3gA-234x300.png 234w\" sizes=\"(max-width: 578px) 100vw, 578px\" \/><figcaption id=\"caption-attachment-46550\" class=\"wp-caption-text\"><em><a href=\"https:\/\/loomiactive.com\/\">Source<\/a><\/em><\/figcaption><\/figure>\n<h3 id=\"ew19\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">19. Product update emails<\/span><\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">It\u2019s important to let your customers know about new updates. Most companies and businesses do this by sending an email.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can use a marketing automation workflow to send emails that get your customers excited. Here\u2019s how product update emails help:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">They inform your customers about a new version of an existing product, or about new features.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">These emails build anticipation, improve brand awareness, and drive sales.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It shows that you care about your customers and that you are actively improving your products and services.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Here\u2019s an example from Asana. The moving visuals offer a glimpse of the new feature without even going to the application.&nbsp;<\/span><\/p>\n<figure id=\"attachment_46549\" aria-describedby=\"caption-attachment-46549\" style=\"width: 581px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-46549\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/608c9015297f8df43dabcef8_product-update-emails-asana.gif\" alt=\"Asana product update email example\" width=\"581\" height=\"819\"><figcaption id=\"caption-attachment-46549\" class=\"wp-caption-text\"><em><a href=\"https:\/\/hockeystack.com\/blog\/product-update-emails\/\">Source<\/a><\/em><\/figcaption><\/figure>\n<h3 id=\"ew20\"><strong><span style=\"color: #993300;\" data-darkreader-inline-color=\"\">20. Transactional emails<\/span><\/strong><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Transactional emails are automated emails, information, and updates sent to customers regarding various scenarios, and are one of the most extensively automated areas of email marketing.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Transactional emails are usually triggered when customers sign up, make a purchase, register, and more. Some topics require a series of transactional emails, such as shipment tracking, order progress, payment progress, password resets, and more \u2013 and these emails keep your customers in the know.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Gone are the days of simple transactional emails, as customers now expect hyper-personalization even for emails containing updates.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">How transactional emails help:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Transactional emails offer information uniquely relevant to the intended customer.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Boosts customer trust and loyalty, and improves brand recognition.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Creates an opportunity for cross-selling and upselling.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Check out this transactional email example from Spotify:<\/span><\/p>\n<figure id=\"attachment_46548\" aria-describedby=\"caption-attachment-46548\" style=\"width: 600px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-46548\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/spotify.jpg\" alt=\"Spotify transactional email example\" width=\"600\" height=\"420\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/spotify.jpg 1000w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/spotify-300x210.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/spotify-768x538.jpg 768w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><figcaption id=\"caption-attachment-46548\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.mailersend.com\/blog\/transactional-email-examples\">Source<\/a><\/em><\/figcaption><\/figure>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/\">Read also: How To Use Workflow Automation To Grow Your Business<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span style=\"color: #339966;\" data-darkreader-inline-color=\"\"><strong>Conclusion<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The above <a href=\"https:\/\/www.engagebay.com\/blog\/email-automation-examples\/\">email automation examples<\/a> are a few ways in which this technology can grow your business.<\/p>\n<p>These marketing automation workflows, however, do need to be part of a wider marketing strategy and shouldn\u2019t operate in isolation.<\/p>\n<p>As your <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation<\/a> strategy evolves, you will need to interconnect your workflows and ensure that they support the same overall goals, enabling a seamless transfer of data and automation to be targeted and effective.<\/p>\n<p>The EngageBay&nbsp;<a href=\"https:\/\/www.engagebay.com\/resources\/\">Resources Center<\/a>&nbsp;is chock-full of helpful guides, like this one all about&nbsp;<a href=\"https:\/\/www.engagebay.com\/resources\/email-marketing-automation-guide\">email marketing automation guide<\/a>.<\/p>\n<p><em>Content edited and updated with custom workflows by <a href=\"https:\/\/www.engagebay.com\/blog\/author\/abdul-bashid\/\">Abdul Bashid<\/a>.<\/em><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; 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When your business nurtures leads with triggered messaging, you will likely see an increase in average order value and a decrease in customer drop-offs.<\/p>\n<p>Here are 17 automated email workflows that every business, including e-commerce stores, should set up and optimize to keep qualified leads engaged.<\/p>\n","protected":false},"author":3,"featured_media":46627,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[61],"tags":[124,125],"class_list":["post-3070","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-automation","tag-email-marketing-automation","tag-marketing-automation-workflows"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.3 (Yoast SEO v25.3.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>20 Marketing Automation Workflows for Amazing Results<\/title>\n<meta name=\"description\" content=\"Discover 20 email marketing automation workflows that you can use to get amazing results with your lead nurturing efforts.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"20 Marketing Automation Workflows for Amazing Results\" \/>\n<meta property=\"og:description\" content=\"Discover 20 email marketing automation workflows that you can use to get amazing results with your lead nurturing efforts.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\" \/>\n<meta property=\"og:site_name\" content=\"EngageBay - All-in-one marketing, sales, and service\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/engagebay\" \/>\n<meta property=\"article:published_time\" content=\"2023-08-28T03:41:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-23T10:35:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/marketing-automation-workflows.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Vinay Koshy\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@engagebay\" \/>\n<meta name=\"twitter:site\" content=\"@engagebay\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Vinay Koshy\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"27 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\"},\"author\":{\"name\":\"Vinay Koshy\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/66c6552080c3833137c1a45dcc078c87\"},\"headline\":\"20 Marketing Automation Workflows for Amazing Results\",\"datePublished\":\"2023-08-28T03:41:21+00:00\",\"dateModified\":\"2025-04-23T10:35:50+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\"},\"wordCount\":4847,\"commentCount\":1,\"publisher\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/marketing-automation-workflows.png\",\"keywords\":[\"email marketing automation\",\"marketing automation workflows\"],\"articleSection\":[\"Marketing Automation\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\",\"url\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\",\"name\":\"20 Marketing Automation Workflows for Amazing Results\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/marketing-automation-workflows.png\",\"datePublished\":\"2023-08-28T03:41:21+00:00\",\"dateModified\":\"2025-04-23T10:35:50+00:00\",\"description\":\"Discover 20 email marketing automation workflows that you can use to get amazing results with your lead nurturing efforts.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#primaryimage\",\"url\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/marketing-automation-workflows.png\",\"contentUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/01\/marketing-automation-workflows.png\",\"width\":1000,\"height\":600,\"caption\":\"marketing-automation-workflows\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.engagebay.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Marketing Automation\",\"item\":\"https:\/\/www.engagebay.com\/blog\/category\/marketing-automation\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"20 Marketing Automation Workflows for Amazing Results\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\",\"url\":\"https:\/\/www.engagebay.com\/blog\/\",\"name\":\"EngageBay - 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