{"id":48004,"date":"2023-10-03T13:49:54","date_gmt":"2023-10-03T13:49:54","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=48004"},"modified":"2026-04-08T15:07:45","modified_gmt":"2026-04-08T15:07:45","slug":"marketing-automation-flowchart","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/","title":{"rendered":"7 Marketing Automation Flowchart Examples [Workflow Guide]"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Chase Dimond has one of the most high-converting marketing automation workflows.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">His welcome series brings in close to six figures and saves him time, which can be used in other business areas.&nbsp;<\/span><span style=\"font-weight: 400;\">The welcome series starts by thanking subscribers and setting expectations. It also includes a call to action that encourages subscribers to take the next action.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, the next step in the workflow is where the backbone of the automation lies. He uses tagging and segmentation to gather data about individual subscribers and uses this data to group contacts with similar tags. So, each contact will be enrolled in an email workflow based on their tags and characteristics.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.youtube.com\/watch?v=lfm2-CQRM00\"><span style=\"font-weight: 400;\">Chase says<\/span><\/a><span style=\"font-weight: 400;\">:<\/span><\/p>\n<blockquote><p><span style=\"color: #008000;\"><i><span style=\"font-weight: 400;\">\u201cThe next one, I\u2019ll ask people who they are and what they do so I can learn about each person. So based on whether they run an ecommerce brand or a SaaS company, sell info products or they are an agency, for every person that clicks it (the email), I\u2019ll tag their profile.&nbsp;<\/span><\/i><\/span><\/p>\n<p><span style=\"color: #008000;\"><i><span style=\"font-weight: 400;\">Saying, Jackie runs an agency and James does fitness, he\u2019s an influencer. I\u2019ll tag each person\u2019s profile to the specific segment. For offers or content around agencies, I\u2019m gonna send it to Jackie. For anything about growing a following around fitness, I\u2019ll send that to James.\u201d<\/span><\/i><\/span><\/p><\/blockquote>\n<p><span style=\"font-weight: 400;\">And after a subscriber opens ten emails, they receive a series introducing the main course with a $100 discount.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You, too, can run more automated email campaigns like this. Whether you are a SaaS company or an SME, this guide will show you marketing automation flowcharts and how to create each workflow.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.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\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.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-flowchart\/#What_Is_Workflow_Automation\" >What Is Workflow Automation?<\/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-flowchart\/#Elements_of_a_Marketing_Automation_Workflow\" >Elements of a Marketing Automation Workflow<\/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-flowchart\/#7_Marketing_Automation_Workflow_Examples_With_Flowcharts_and_How_to_Set_Them_Up\" >7 Marketing Automation Workflow Examples With Flowcharts and How to Set Them Up<\/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-flowchart\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"What_Is_Workflow_Automation\"><\/span><span style=\"color: #339966;\"><b>What Is Workflow Automation?<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Workflow automation refers to using <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation software<\/a> to run and manage repetitive tasks like sending welcome emails, nurturing leads, or <a href=\"https:\/\/www.engagebay.com\/blog\/abandoned-cart-emails\/\">sending abandoned cart emails<\/a>.&nbsp;<\/span><span style=\"font-weight: 400;\">It can be used to create complex email workflows that specific events or data can trigger. For example, if customers reach a certain level of loyalty, they can be automatically enrolled in a rewards program.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/\">Workflow automation allows<\/a> you to automate mundane tasks so you can focus on more critical tasks. It also reduces human error and saves time, money, and resources.<\/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=\"Elements_of_a_Marketing_Automation_Workflow\"><\/span><span style=\"color: #339966;\"><b>Elements of a Marketing Automation Workflow<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Marketing automation workflows can be organized, targeted, and automated effectively with the help of tags, segmentation, actions, triggers, and conditions.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are the elements of an automation workflow:<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>1. Tags<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Tags are labels or identifiers assigned to contacts based on their behaviors or interactions. They help categorize contacts for targeted marketing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They can be used as a condition or <a href=\"https:\/\/www.engagebay.com\/blog\/trigger-email-marketing\/\">trigger in an automation workflow<\/a>. For example, triggering an action when a contact is tagged as &#8220;Interested in Product X.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tags can also be used to segment contacts into different groups for targeted marketing efforts. For example, contacts who have been tagged as &#8220;High-Value Customers&#8221; can be sent a special offer or discount.&nbsp;<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>2. Segmentation<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Segmentation involves dividing your audience into specific groups based on shared characteristics. It helps in tailoring marketing strategies for each group.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It can be used as a condition to determine which actions should be triggered for a particular segment. For instance, sending a targeted email marketing campaign to a segment of &#8220;Frequent Shoppers.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can create more personalized experiences for each group by <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\">segmenting your audience<\/a>. For example, you can offer discounts to a segment of &#8220;Loyal Customers&#8221; or send personalized messages to a segment of &#8220;New Customers&#8221; to encourage them to make a purchase.&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\" href=\"https:\/\/www.engagebay.com\/blog\/omnichannel-marketing-automation\/\">Read also: The Top 12 Omnichannel Marketing Automation Platforms For 2024<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>3. Action<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">An action is a step or set of steps that occur due to a trigger or condition being met. Actions are the automated tasks that streamline marketing activities.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Actions can be defined based on triggers or conditions. For instance, sending an automated email (action) when a contact completes a specific form (trigger).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also send a personalized thank you message (action) to each customer who makes a purchase (trigger). This type of automation helps save time and resources while providing a better <a href=\"https:\/\/www.engagebay.com\/blog\/customer-experience-automation\/\">customer experience<\/a>.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>4. Trigger<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A trigger is an event or action that sets an automation into motion. It initiates the automation workflow based on specific conditions being met.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Triggers can be events such as a new lead sign-up, a completed purchase, or a webpage visit. For example, triggering an automated <a href=\"https:\/\/www.engagebay.com\/blog\/ecommerce-welcome-emails\/\">welcome email<\/a> when a new contact subscribes to a newsletter.<\/span><\/p>\n<hr>\n<h4><span style=\"color: #666699;\"><b>Enhance Your Email Marketing<\/b><\/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\/\"><span style=\"font-weight: 400;\">HTML 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><span style=\"color: #993300;\"><b>5. Condition<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A condition is a rule determining when a particular action should be executed in the workflow. Conditions help in decision-making within the automation process.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Conditions can be based on various factors like contact attributes, interactions, or tags. For example, sending a follow-up email (action) only if a contact opened the previous email (condition).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Conditions can be used to create highly personalized automation campaigns tailored to each contact&#8217;s individual needs. For example, you can set a condition to send a personalized message to contacts who have been inactive for more than two weeks. This way, you can ensure that your contacts are engaged with your brand and increase their chances of taking the desired action.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Marketing automation software like <a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> uses these elements to identify specific events or conditions and determine appropriate actions. We&#8217;ll see how each piece plays a role in the examples below.<\/span><\/p>\n<figure id=\"attachment_48006\" aria-describedby=\"caption-attachment-48006\" style=\"width: 845px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-48006 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/trigger-email.gif\" alt=\"Marketing automation in EngageBay\" width=\"845\" height=\"482\"><figcaption id=\"caption-attachment-48006\" class=\"wp-caption-text\"><em>Marketing automation in EngageBay<\/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\" href=\"https:\/\/www.engagebay.com\/blog\/retail-marketing-automation-guide\/\">Read also: How To Nail Your Retail Marketing Automation [Tools, Examples]<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"7_Marketing_Automation_Workflow_Examples_With_Flowcharts_and_How_to_Set_Them_Up\"><\/span><span style=\"color: #339966;\"><b>7 Marketing Automation Workflow Examples With Flowcharts and How to Set Them Up<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Here are examples of marketing automation workflows with their respective flowcharts.<\/span><b><\/b><\/p>\n<h3><span style=\"color: #993300;\"><b>1. Lead Nurturing Email Workflow<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Lead nurturing is about nurturing potential customers (leads) to help them grow their interest in your product or service.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A lead nurturing email workflow is a series of automated actions (like sending emails, offering content, or providing discounts) that guide and engage potential customers at different stages of their buying journey. These are also known as <a href=\"https:\/\/www.engagebay.com\/blog\/email-drip-campaign\/\">drip campaigns<\/a>. The goal is to nurture their interest, build trust, and eventually turn them into happy customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not everyone is ready to buy right away. <a href=\"https:\/\/www.engagebay.com\/blog\/lead-nurturing-campaigns\/\">Lead nurturing<\/a> allows you to provide valuable and relevant information to your leads, helping them understand your product or service. It&#8217;s like giving them a guidebook for their journey.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And this increases the likelihood that they&#8217;ll choose your product or service when they&#8217;re ready to decide.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>How to create this email workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Below is a marketing automation flowchart representing this lead nurturing workflow. I created this entire workflow in EngageBay.<\/span><\/p>\n<p><b>Objective:<\/b><span style=\"font-weight: 400;\"> To nurture leads who have shown interest in your software product with educational content and guide them toward a demo request, considering various engagement levels.<\/span><\/p>\n<figure id=\"attachment_48008\" aria-describedby=\"caption-attachment-48008\" style=\"width: 836px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\" wp-image-48008\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Nurturing-workflow.png\" alt=\"Lead nurturing marketing automation flowchart\" width=\"836\" height=\"1833\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Nurturing-workflow.png 1353w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Nurturing-workflow-137x300.png 137w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Nurturing-workflow-467x1024.png 467w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Nurturing-workflow-768x1684.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Nurturing-workflow-700x1536.png 700w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Nurturing-workflow-934x2048.png 934w\" sizes=\"(max-width: 836px) 100vw, 836px\" \/><figcaption id=\"caption-attachment-48008\" class=\"wp-caption-text\"><em>Lead nurturing marketing automation flowchart<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Here&#8217;s what happens in this workflow:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The lead receives a welcome email and a series of educational emails about the software.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">For leads who click on links in the educational emails, they are directed to a personalized demo request email, and if they request a demo, they receive a high <a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-guide\/\">lead score<\/a>.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">However, leads who don&#8217;t click on links in the educational emails, receive a &#8220;Resource Library&#8221; email. If they click on links within this email, they receive a follow-up demo request email. Engaging with this follow-up email also results in a score increase.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The workflow ends after leads request a demo, engage with follow-up resources, or complete their journey through both paths, indicating varying levels of interest and engagement.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This example demonstrates a lead nurturing workflow that accommodates different levels of engagement and provides multiple opportunities for leads to express interest and request a demo.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also add subscribers who completed this automation to other running automations. They can move from &#8220;free trials&#8221; to newsletter subscribers if they&#8217;re up for it.<\/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\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-financial-advisors\/\">Read also: Marketing Automation For Financial Advisors: Beyond The Basics<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>2. Abandoned Cart Recovery Email Workflow<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The abandoned cart recovery workflow is like a friendly reminder from the store, encouraging customers to return and finish their purchase.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The abandoned cart email automation kicks in when customers add items to their shopping cart but leave the website without buying. It automatically sends <a href=\"https:\/\/www.engagebay.com\/blog\/gentle-reminder-email\/\">reminders like emails<\/a> or notifications to nudge the customer to complete their purchase.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Many customers abandon their carts for various reasons &#8211; distractions, comparing prices, or second thoughts. This workflow helps recapture these potential sales by reminding them to complete the purchase.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>How to create this email workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Below is a marketing automation flowchart representing this abandoned cart recovery workflow. I created this entire workflow in EngageBay.<\/span><\/p>\n<p><b>Objective:<\/b><span style=\"font-weight: 400;\"> To recover potential sales by re-engaging users who have abandoned their shopping carts on your eCommerce website.<\/span><\/p>\n<figure id=\"attachment_48009\" aria-describedby=\"caption-attachment-48009\" style=\"width: 866px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\" wp-image-48009\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/abandoned-cart-recovery-workflow.png\" alt=\"abandoned cart recovery marketing automation flowchart\" width=\"866\" height=\"1312\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/abandoned-cart-recovery-workflow.png 1355w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/abandoned-cart-recovery-workflow-198x300.png 198w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/abandoned-cart-recovery-workflow-676x1024.png 676w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/abandoned-cart-recovery-workflow-768x1164.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/abandoned-cart-recovery-workflow-1014x1536.png 1014w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/abandoned-cart-recovery-workflow-1352x2048.png 1352w\" sizes=\"(max-width: 866px) 100vw, 866px\" \/><figcaption id=\"caption-attachment-48009\" class=\"wp-caption-text\"><em>Abandoned cart recovery marketing automation flowchart<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Here&#8217;s what happens in this workflow:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The user&#8217;s cart abandonment triggers the workflow, and they are tagged as &#8220;abandoned cart.&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A reminder email is sent to the user, reminding them of the items in their cart and encouraging them to complete the purchase.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">After 24 hours, the workflow checks if the user clicked on a reminder email link.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;If they have, EngageBay will check if they have the &#8220;new customer&#8221; tag to see if they completed their purchase.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If they didn&#8217;t click on the link in the email, I&#8217;ll send a second email with a <a href=\"https:\/\/www.engagebay.com\/blog\/discount-emails\/\">discount offer<\/a>.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If they did click on a link in the first reminder email and didn&#8217;t complete the purchase, I&#8217;ll also send the discount offer.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If they have completed the purchase, I&#8217;ll remove the &#8220;abandoned cart&#8221; tag and remove the user from this automation.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">For those to whom I sent the discount offer, I&#8217;ll check if they clicked on a link in the email.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If they didn&#8217;t, I&#8217;ll send a follow-up email. EngageBay will check if they have the &#8220;new customer&#8221; tag if they click on a link.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If they have completed the purchase, the automation will remove the &#8220;abandoned cart&#8221; tag and also remove the user from this automation.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">For those to whom I sent the follow-up email, EngageBay will check if they completed their purchase and, therefore, have the &#8220;new customer&#8221; tag.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If they have the &#8220;new customer&#8221; tag, EngageBay will remove the &#8220;abandoned cart&#8221; tag and remove the user from this automation.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If they didn&#8217;t finish their purchase, EngageBay will still remove the &#8220;abandoned cart&#8221; tag but add the user to another workflow for <a href=\"https:\/\/www.engagebay.com\/blog\/ecommerce-promotional-emails\/\">promotional emails<\/a>.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This workflow provides a personalized and incentive-driven approach to encourage users to return and complete their purchases.<\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">\ud83d\udc49 Boost your marketing efforts with our <\/span><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><span style=\"font-weight: 400;\">email templates<\/span><\/a><span style=\"font-weight: 400;\">. Just customize and send!&nbsp;<\/span><\/em><\/p>\n<h4><span style=\"color: #666699;\"><b>Best Practices for Abandoned Cart Recovery Workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some tips to consider when creating this workflow.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Timely and personalized reminders:<\/b><span style=\"font-weight: 400;\"> Send reminders promptly after the cart is abandoned. Personalize the message with the items left in the cart and incentives like discounts.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Clear CTAs<\/b><span style=\"font-weight: 400;\">: Make it easy for customers to complete their purchase by including a clear and enticing CTA in your reminder messages.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Offer incentives:<\/b><span style=\"font-weight: 400;\"> Provide special discounts or offers to entice customers to complete the purchase. It could be a limited-time discount or free shipping.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Optimize email content:<\/b><span style=\"font-weight: 400;\"> Craft engaging and visually appealing emails. Use persuasive language and images of the abandoned items to remind customers of what they left behind.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>A\/B Testing:<\/b><span style=\"font-weight: 400;\"> Experiment with different <a href=\"https:\/\/www.engagebay.com\/blog\/best-email-subject-lines\/\">email subject lines<\/a>, incentives, and designs to see what encourages customers to return and complete their purchase.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Monitor and analyze results:<\/b><span style=\"font-weight: 400;\"> Keep track of how many abandoned carts were recovered and what strategies were most effective. Use this data to improve your workflow continually.<\/span><\/li>\n<\/ul>\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\" href=\"https:\/\/www.engagebay.com\/blog\/data-driven-marketing-automation\/\">Read also: Data-Driven Marketing Automation For Maximum Impact<\/a><\/p>\n<h3><b><span style=\"color: #993300;\">3. Lead Scoring and Sales Handoff Email Workflow<\/span><\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Lead scoring is like giving points to potential customers based on their actions and behaviors. It helps decide which leads are more interested and ready to buy. For example, if a lead visits your <a href=\"https:\/\/www.engagebay.com\/blog\/how-much-does-crm-cost\/\">pricing page<\/a>, they might get more points than if they just visited your homepage.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A sales handoff smoothly moves the leads with more points from the marketing team to the sales team once the lead is &#8220;warm&#8221; and ready for a sales conversation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This workflow is important because it helps sales teams focus on the most promising leads first. It saves time and effort by identifying the hottest leads that are most likely to become customers.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>How to create this workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here&#8217;s a marketing automation flowchart showing how this automation would look in action.<\/span><\/p>\n<p><b>Objective:<\/b><span style=\"font-weight: 400;\"> To identify and prioritize leads based on their level of engagement and readiness for sales contact.<\/span><\/p>\n<figure id=\"attachment_48010\" aria-describedby=\"caption-attachment-48010\" style=\"width: 871px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\" wp-image-48010\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Scoring-and-Sales-Handoff-Workflow.png\" alt=\"Lead Scoring and Sales Handoff Marketing Automation Flowchart\" width=\"871\" height=\"1884\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Scoring-and-Sales-Handoff-Workflow.png 1388w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Scoring-and-Sales-Handoff-Workflow-139x300.png 139w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Scoring-and-Sales-Handoff-Workflow-473x1024.png 473w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Scoring-and-Sales-Handoff-Workflow-768x1661.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Scoring-and-Sales-Handoff-Workflow-710x1536.png 710w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/Lead-Scoring-and-Sales-Handoff-Workflow-947x2048.png 947w\" sizes=\"(max-width: 871px) 100vw, 871px\" \/><figcaption id=\"caption-attachment-48010\" class=\"wp-caption-text\"><em>Lead scoring and sales handoff marketing automation flowchart<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Here&#8217;s what happens in this workflow:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The subscriber receives a welcome email and starts receiving educational content about your software and industry.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Over time, they click on links within the educational emails, indicating active engagement and accumulating a higher lead score.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The workflow checks their job title and identifies them as a &#8220;Director.&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Since their score has reached 30 points and they have a relevant job title, they are tagged as a &#8220;Sales Qualified Lead (SQL),&#8221; and a notification is sent to the sales team.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The &#8220;New Contact&#8221; tag is removed, indicating they have progressed from being a new lead.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">And those with fewer points are added to another workflow, and the tag &#8220;new contact&#8221; is removed.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This workflow identifies and prioritizes leads based on their engagement and characteristics. It provides relevant content, using lead scoring to measure engagement, and seamlessly handing off <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-qualified-leads\/\">qualified leads<\/a> to the sales team for further conversion efforts.<\/span><\/p>\n<p><em><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><\/em><\/p>\n<h4><span style=\"color: #666699;\"><b>Best Practices for lead scoring and sales handoff workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some tips to consider when creating this workflow:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Understand your ICP:<\/b><span style=\"font-weight: 400;\"> Know the traits and behaviors that signify a good fit for your product. Assign higher scores to leads that closely match these traits.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Collaborate with sales:<\/b><span style=\"font-weight: 400;\"> Work closely with the sales team to determine which lead actions most indicate <a href=\"https:\/\/www.engagebay.com\/blog\/buyer-intent\/\">buying readiness<\/a>. Their input is invaluable in setting up effective scoring criteria.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Regularly review and update scores:<\/b><span style=\"font-weight: 400;\"> As you learn more about your audience and their behaviors, adjust your scoring system accordingly. It should evolve to stay effective.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Balance actions and demographics:<\/b><span style=\"font-weight: 400;\"> Consider lead activities (like website visits) and lead characteristics (like job titles) in your scoring. A mix of both gives a more accurate picture.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Set thresholds for sales engagement:<\/b><span style=\"font-weight: 400;\"> Define clear score thresholds for passing leads to the sales team. For example, leads with a score above 80 might be considered sales-ready.<\/span><\/li>\n<\/ul>\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\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-for-dummies\/\">Read also: Marketing Automation For Dummies: Top 10 Takeaways From The Classic Book<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>4. Event Promotion Email Workflow<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">An event promotion workflow is a structured, automated series of steps and actions designed to market and promote an event effectively, whether it&#8217;s a webinar, conference, or product launch.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can ease the planning process by automating event promotion tasks such as sending invitations, reminders, and confirmations. This automation also plans automated <a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\">follow-up sequences<\/a> to share event highlights and seek feedback for future improvements.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>How to create this email workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here&#8217;s how the event promotion workflow would look in action:<\/span><\/p>\n<figure id=\"attachment_48011\" aria-describedby=\"caption-attachment-48011\" style=\"width: 844px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\" wp-image-48011\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/event-workflow.png\" alt=\"Event Promotion Marketing Automation Flowchart\" width=\"844\" height=\"1281\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/event-workflow.png 1380w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/event-workflow-198x300.png 198w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/event-workflow-675x1024.png 675w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/event-workflow-768x1165.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/event-workflow-1012x1536.png 1012w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/event-workflow-1350x2048.png 1350w\" sizes=\"(max-width: 844px) 100vw, 844px\" \/><figcaption id=\"caption-attachment-48011\" class=\"wp-caption-text\"><em>Event promotion marketing automation flowchart<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Here&#8217;s what happens in this workflow:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A lead visits the event webpage for the upcoming webinar, and an &#8220;event interest&#8221; tag is added.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">They receive an <a href=\"https:\/\/www.engagebay.com\/blog\/introduction-email\/\">introductory email<\/a> detailing the webinar&#8217;s topic, date, and benefits.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Forty-eight hours before the webinar, they receive a reminder email with a clear registration CTA.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">They then receive pre-event resources to prepare for the webinar.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the day of the webinar, they receive a final reminder email to join the live event.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">After attending the webinar, they receive a post-event email with a thank-you message and access to the webinar recording. And for those that didn&#8217;t register or attend, will still receive an email showing what they missed.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The automation ends by removing the &#8220;event interest&#8221; tag and removing the user from the automation.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Best Practices for an event promotion workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some tips to consider when creating this workflow:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Clear and compelling messaging:<\/b><span style=\"font-weight: 400;\"> Craft clear, compelling, and persuasive messages highlighting the event&#8217;s value proposition, benefits, and agenda to grab attention and drive registrations.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Automated reminders:<\/b><span style=\"font-weight: 400;\"> Set up automated reminder emails or messages at strategic intervals before the event to keep attendees informed and excited about the upcoming event.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Engagement opportunities pre-event:<\/b><span style=\"font-weight: 400;\"> Provide pre-event engagement opportunities like Q&amp;A sessions, polls, or teaser content to generate interest and anticipation among attendees.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Post-event communication and follow-up:<\/b><span style=\"font-weight: 400;\"> Plan automated follow-up sequences to engage attendees post-event.<\/span><\/li>\n<\/ul>\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\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-use-cases\/\">Read also: Marketing Automation Use Cases &amp; Examples From Top Brands<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>5. Customer Feedback and Surveys Email Workflow<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This automation campaign is a way to collect opinions and suggestions from your customers about your product or service. It&#8217;s a systematic plan to gather, organize, and analyze these opinions and suggestions.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Feedback helps you understand what your customers want and need so you can tailor your offerings to suit them better. It points out areas that need improvement, helping you enhance customer satisfaction.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But what does this automation look like?<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>How to create this email workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here&#8217;s a marketing automation flowchart showing how the customer feedback and survey workflow would look in action:<\/span><\/p>\n<figure id=\"attachment_48013\" aria-describedby=\"caption-attachment-48013\" style=\"width: 868px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\" wp-image-48013\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-feedback-workflow.png\" alt=\"Customer Feedback and Surveys Marketing Automation Flowchart\" width=\"868\" height=\"1033\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-feedback-workflow.png 1369w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-feedback-workflow-252x300.png 252w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-feedback-workflow-860x1024.png 860w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-feedback-workflow-768x914.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-feedback-workflow-1290x1536.png 1290w\" sizes=\"(max-width: 868px) 100vw, 868px\" \/><figcaption id=\"caption-attachment-48013\" class=\"wp-caption-text\"><em>Customer feedback and surveys marketing automation flowchart<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Here&#8217;s what happens in this workflow:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The new customer receives a welcome email, setting a positive tone for the relationship.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">They are tagged as a &#8220;New Customer&#8221; for tracking purposes.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">An initial feedback request email is sent, asking the customer to take a quick satisfaction survey.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">After a week, the workflow checks if the customer has replied to the initial survey. If they have, they receive a <a href=\"https:\/\/www.engagebay.com\/blog\/thank-you-email\/\">thank-you email<\/a>.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If customers haven&#8217;t responded to the initial survey, they receive a follow-up feedback request.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The workflow waits for an additional week to allow time for responses to the follow-up survey.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It then checks if the customer has replied to the follow-up survey. If they have, they receive a thank-you email.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The workflow ends for all customers, whether they&#8217;ve provided feedback or not.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Best Practices for a customer feedback and surveys workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some tips to consider when creating this workflow.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Clear objectives and goals:<\/b><span style=\"font-weight: 400;\"> Define what you want to achieve with your feedback and surveys. Are you looking to improve product features, <a href=\"https:\/\/www.engagebay.com\/blog\/ecommerce-customer-service-skills\/\">customer service<\/a>, or overall user experience? Clear goals guide your survey design and analysis.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Targeted and relevant questions:<\/b><span style=\"font-weight: 400;\"> Ask questions that directly relate to your objectives. Keep questions clear, specific, and relevant to gather actionable insights. Avoid vague or general questions that might confuse respondents.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Respect your customers&#8217; time:<\/b><span style=\"font-weight: 400;\"> Keep the survey concise and easy to complete. Respect your customers&#8217; time by avoiding unnecessarily lengthy surveys. Focus on gathering critical information efficiently.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Use a mix of question types:<\/b><span style=\"font-weight: 400;\"> Employ a variety of question types, including multiple-choice, open-ended, rating scales, and yes\/no questions. This provides a well-rounded view of customer opinions and allows for both qualitative and quantitative analysis.<\/span><\/li>\n<\/ul>\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\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-landscape\/\">Read also: Marketing Automation Landscape: A Guide To Scaling Your Business<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>6. Product Upsell Email Workflow<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A product <a href=\"https:\/\/www.engagebay.com\/blog\/upsell-using-email-marketing\/\">upsell workflow<\/a> is about suggesting and offering customers a better or upgraded version of what they&#8217;re already buying. It&#8217;s a win-win &#8211; customers get more value, and the business increases its sales.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When customers choose a higher-end version or additional products, it increases the average purchase value, directly boosting revenue without acquiring new customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, what does this workflow look like?<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>How to create this email workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here&#8217;s how the product upsell workflow would look in action:<\/span><\/p>\n<figure id=\"attachment_48014\" aria-describedby=\"caption-attachment-48014\" style=\"width: 903px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\" wp-image-48014\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/product-upsell-workflow.png\" alt=\"Product Upsell Marketing Automation Flowchart\" width=\"903\" height=\"1420\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/product-upsell-workflow.png 1368w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/product-upsell-workflow-191x300.png 191w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/product-upsell-workflow-651x1024.png 651w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/product-upsell-workflow-768x1208.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/product-upsell-workflow-977x1536.png 977w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/product-upsell-workflow-1302x2048.png 1302w\" sizes=\"(max-width: 903px) 100vw, 903px\" \/><figcaption id=\"caption-attachment-48014\" class=\"wp-caption-text\"><em>Product upsell marketing automation flowchart<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Here&#8217;s what happens in this workflow:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The customer&#8217;s purchase triggers the workflow, and they are tagged as a &#8220;New Customer.&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A thank-you email is sent to express appreciation for their recent purchase.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">After a few days, an upsell offer email is sent, suggesting complementary products.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">After a week, the workflow checks if the customer clicked on a link in the upsell offer email to gauge interest.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customers who didn&#8217;t click receive an exclusive discount on the upsell products.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">For customers who click, EngageBay will check if they have a tag suggesting they purchased the upsell offer.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Those who didn&#8217;t buy will be sent the <a href=\"https:\/\/www.engagebay.com\/blog\/discount-emails\/\">discount email<\/a>, and those who bought the (upsell) item will receive a thank you email and be removed from the automation.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">EngageBay will check if those who received the discount email clicked on the link. If they didn&#8217;t click on the link and didn&#8217;t purchase the upsell offer, they&#8217;ll be removed from the automation.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">If they purchase the item, they&#8217;ll receive a thank you email and be removed from the automation.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This workflow highlights products that customers might have missed or didn&#8217;t consider.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Best Practices for a Product Upsell Workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some tips to consider when creating this workflow.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Understand customer needs:<\/b><span style=\"font-weight: 400;\"> Analyze customer data and purchase history to understand what products would genuinely add value to their current purchase.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Relevance and timeliness:<\/b><span style=\"font-weight: 400;\"> Recommend products that are directly related to what the customer is buying, and present the offer at the right time during their buying journey.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Clear and attractive offers:<\/b><span style=\"font-weight: 400;\"> Make the upsell offer enticing and easily understandable. Highlight the benefits of the upgrade or additional product clearly.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>A\/B Testing:<\/b><span style=\"font-weight: 400;\"> Experiment with different upsell offers and strategies to understand what works best for your audience, and optimize based on results.<\/span><\/li>\n<\/ul>\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\" href=\"https:\/\/www.engagebay.com\/blog\/b2c-marketing-automation-guide\/\">Read also: A B2C Marketing Automation Guide To Reach Buyers With Less Effort<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>7. Customer Support Email Workflow<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A <a href=\"https:\/\/www.engagebay.com\/service\/service-automations\">customer support workflow<\/a> is like a step-by-step guide or a map that a company follows to provide assistance and solutions to its customers when they have questions, issues, or concerns. It outlines how customer inquiries are received, how they&#8217;re handled, and how the customer&#8217;s problem is solved effectively.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A structured workflow ensures every customer query is addressed consistently and no issue falls through the cracks. This builds trust and reliability.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>How to create this email workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here&#8217;s a marketing automation flowchart representing this workflow:<\/span><\/p>\n<figure id=\"attachment_48016\" aria-describedby=\"caption-attachment-48016\" style=\"width: 900px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\" wp-image-48016\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-support-workflow-1.png\" alt=\"Customer Support Marketing Automation Flowchart\" width=\"900\" height=\"1263\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-support-workflow-1.png 1376w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-support-workflow-1-214x300.png 214w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-support-workflow-1-730x1024.png 730w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-support-workflow-1-768x1078.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/customer-support-workflow-1-1095x1536.png 1095w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><figcaption id=\"caption-attachment-48016\" class=\"wp-caption-text\"><em>Customer support marketing automation flowchart<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Here&#8217;s what happens in this workflow:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The workflow begins when a user creates a support ticket with a specified priority level, either high, normal, or low.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">An appropriate support agent is assigned a ticket based on the priority.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The ticket is categorized based on its type, ensuring it is directed to the most relevant support team.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">An acknowledgment email is sent to the customer, reassuring them that their support request has been received and will be addressed promptly.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The workflow then sends a follow-up reminder to the assigned support agent about the ticket after 24 hours.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Support agents provide personalized responses and actions tailored to the ticket&#8217;s priority.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The ticket&#8217;s status is changed to &#8220;Solved&#8221; if the issue is resolved.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The workflow ends when an email is sent to the customer, notifying them of the successful resolution of their support request.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This workflow adapts to different priority levels (high, normal, low) set by customers when creating support tickets. This ensures that each inquiry receives the appropriate attention.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Best Practices for a customer support workflow<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some tips to consider when creating this workflow:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Clear ticketing system:<\/b><span style=\"font-weight: 400;\"> Implement a clear and <a href=\"https:\/\/www.engagebay.com\/service\/tickets\">easy-to-use ticketing system<\/a> that tracks and categorizes customer queries for efficient handling.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Priority settings:<\/b><span style=\"font-weight: 400;\"> Establish a priority system to promptly address urgent issues, ensuring that critical problems are resolved with high urgency.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Automated responses:<\/b><span style=\"font-weight: 400;\"> Use automated responses to acknowledge receipt of a customer query, providing reassurance and setting expectations for response times.<\/span><\/li>\n<\/ul>\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\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-kpis\/\">Read also: Marketing Automation KPIs You Need Like Coffee (Must-Have)<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span style=\"color: #339966;\"><b>Conclusion<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Triggers, conditions, and actions help you create automation campaigns tailored to your specific goals, from lead nurturing to abandoned cart email campaigns. These workflows save time and allow you to engage with your audience immediately with personalized messages. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">As we&#8217;ve seen, <\/span><a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\"><span style=\"font-weight: 400;\">EngageBay<\/span><\/a><span style=\"font-weight: 400;\"> can help you run these automations. Sign up now and experience it for yourself.<\/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_6268678992035840' data-id='6268678992035840'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Chase Dimond has one of the most high-converting marketing automation workflows.&nbsp; His welcome series brings in close to six figures [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":48115,"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":[120,61],"tags":[8800,8799,125],"class_list":["post-48004","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-marketing-automation","tag-marketing-automation-flowchart-examples","tag-marketing-automation-flowcharts","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>7 Marketing Automation Flowchart Examples [Workflow Guide]<\/title>\n<meta name=\"description\" content=\"This guide will show you practical marketing automation flowcharts and how to create them for your business.\" \/>\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-flowchart\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"7 Marketing Automation Flowchart Examples [Workflow Guide]\" \/>\n<meta property=\"og:description\" content=\"This guide will show you practical marketing automation flowcharts and how to create them for your business.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/\" \/>\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=\"2023-10-03T13:49:54+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-08T15:07:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/marketing-automation-flowchart.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=\"Sammy Mugambi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@https:\/\/twitter.com\/SammyMugambi_\" \/>\n<meta name=\"twitter:site\" content=\"@engagebay\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sammy Mugambi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"20 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-flowchart\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/\"},\"author\":{\"name\":\"Sammy Mugambi\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/874a55841a9cec55dbcb5a147d6ce387\"},\"headline\":\"7 Marketing Automation Flowchart Examples [Workflow Guide]\",\"datePublished\":\"2023-10-03T13:49:54+00:00\",\"dateModified\":\"2026-04-08T15:07:45+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/\"},\"wordCount\":4116,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/marketing-automation-flowchart.png\",\"keywords\":[\"marketing automation flowchart examples\",\"marketing automation flowcharts\",\"marketing automation workflows\"],\"articleSection\":[\"CRM\",\"Marketing Automation\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/\",\"url\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/\",\"name\":\"7 Marketing Automation Flowchart Examples [Workflow Guide]\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/marketing-automation-flowchart.png\",\"datePublished\":\"2023-10-03T13:49:54+00:00\",\"dateModified\":\"2026-04-08T15:07:45+00:00\",\"description\":\"This guide will show you practical marketing automation flowcharts and how to create them for your business.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#primaryimage\",\"url\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/marketing-automation-flowchart.png\",\"contentUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/marketing-automation-flowchart.png\",\"width\":1000,\"height\":600,\"caption\":\"marketing-automation-flowchart\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#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\":\"7 Marketing Automation Flowchart Examples [Workflow Guide]\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\",\"url\":\"https:\/\/www.engagebay.com\/blog\/\",\"name\":\"EngageBay - All-in-one marketing, sales, and service\",\"description\":\"EngageBay is a simple, powerful all-in-one marketing, sales and service software for growing businesses\",\"publisher\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.engagebay.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\",\"name\":\"EngageBay\",\"url\":\"https:\/\/www.engagebay.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png\",\"contentUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png\",\"width\":256,\"height\":256,\"caption\":\"EngageBay\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/engagebay\",\"https:\/\/x.com\/engagebay\",\"https:\/\/www.instagram.com\/engagebay\",\"https:\/\/www.linkedin.com\/company\/engagebay\",\"https:\/\/www.youtube.com\/channel\/UCJhHSPeKnXs0O6T4Vl7tDug\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/874a55841a9cec55dbcb5a147d6ce387\",\"name\":\"Sammy Mugambi\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/90974adcf2a4ad0e3cdadc3ea88c01f576b4177188f0a5d2a224fb119058a6f2?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/90974adcf2a4ad0e3cdadc3ea88c01f576b4177188f0a5d2a224fb119058a6f2?s=96&d=identicon&r=g\",\"caption\":\"Sammy Mugambi\"},\"description\":\"Sammy is a freelance content marketer and writer for B2B SaaS companies. He writes content and builds topical content strategies that increase brand awareness and product sign-ups.\",\"sameAs\":[\"https:\/\/sammymugambi.com\/\",\"https:\/\/www.linkedin.com\/in\/sammy-mugambi\/\",\"https:\/\/x.com\/https:\/\/twitter.com\/SammyMugambi_\"],\"url\":\"https:\/\/www.engagebay.com\/blog\/author\/sammy\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"7 Marketing Automation Flowchart Examples [Workflow Guide]","description":"This guide will show you practical marketing automation flowcharts and how to create them for your business.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/","og_locale":"en_US","og_type":"article","og_title":"7 Marketing Automation Flowchart Examples [Workflow Guide]","og_description":"This guide will show you practical marketing automation flowcharts and how to create them for your business.","og_url":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/","og_site_name":"EngageBay - All-in-one marketing, sales, and service","article_publisher":"https:\/\/www.facebook.com\/engagebay","article_published_time":"2023-10-03T13:49:54+00:00","article_modified_time":"2026-04-08T15:07:45+00:00","og_image":[{"width":1000,"height":600,"url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/marketing-automation-flowchart.png","type":"image\/png"}],"author":"Sammy Mugambi","twitter_card":"summary_large_image","twitter_creator":"@https:\/\/twitter.com\/SammyMugambi_","twitter_site":"@engagebay","twitter_misc":{"Written by":"Sammy Mugambi","Est. reading time":"20 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#article","isPartOf":{"@id":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/"},"author":{"name":"Sammy Mugambi","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/874a55841a9cec55dbcb5a147d6ce387"},"headline":"7 Marketing Automation Flowchart Examples [Workflow Guide]","datePublished":"2023-10-03T13:49:54+00:00","dateModified":"2026-04-08T15:07:45+00:00","mainEntityOfPage":{"@id":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/"},"wordCount":4116,"commentCount":0,"publisher":{"@id":"https:\/\/www.engagebay.com\/blog\/#organization"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#primaryimage"},"thumbnailUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/marketing-automation-flowchart.png","keywords":["marketing automation flowchart examples","marketing automation flowcharts","marketing automation workflows"],"articleSection":["CRM","Marketing Automation"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/","url":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/","name":"7 Marketing Automation Flowchart Examples [Workflow Guide]","isPartOf":{"@id":"https:\/\/www.engagebay.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#primaryimage"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#primaryimage"},"thumbnailUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/marketing-automation-flowchart.png","datePublished":"2023-10-03T13:49:54+00:00","dateModified":"2026-04-08T15:07:45+00:00","description":"This guide will show you practical marketing automation flowcharts and how to create them for your business.","breadcrumb":{"@id":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#primaryimage","url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/marketing-automation-flowchart.png","contentUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/09\/marketing-automation-flowchart.png","width":1000,"height":600,"caption":"marketing-automation-flowchart"},{"@type":"BreadcrumbList","@id":"https:\/\/www.engagebay.com\/blog\/marketing-automation-flowchart\/#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":"7 Marketing Automation Flowchart Examples [Workflow Guide]"}]},{"@type":"WebSite","@id":"https:\/\/www.engagebay.com\/blog\/#website","url":"https:\/\/www.engagebay.com\/blog\/","name":"EngageBay - All-in-one marketing, sales, and service","description":"EngageBay is a simple, powerful all-in-one marketing, sales and service software for growing businesses","publisher":{"@id":"https:\/\/www.engagebay.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.engagebay.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.engagebay.com\/blog\/#organization","name":"EngageBay","url":"https:\/\/www.engagebay.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png","contentUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png","width":256,"height":256,"caption":"EngageBay"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/engagebay","https:\/\/x.com\/engagebay","https:\/\/www.instagram.com\/engagebay","https:\/\/www.linkedin.com\/company\/engagebay","https:\/\/www.youtube.com\/channel\/UCJhHSPeKnXs0O6T4Vl7tDug"]},{"@type":"Person","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/874a55841a9cec55dbcb5a147d6ce387","name":"Sammy Mugambi","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/90974adcf2a4ad0e3cdadc3ea88c01f576b4177188f0a5d2a224fb119058a6f2?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/90974adcf2a4ad0e3cdadc3ea88c01f576b4177188f0a5d2a224fb119058a6f2?s=96&d=identicon&r=g","caption":"Sammy Mugambi"},"description":"Sammy is a freelance content marketer and writer for B2B SaaS companies. He writes content and builds topical content strategies that increase brand awareness and product sign-ups.","sameAs":["https:\/\/sammymugambi.com\/","https:\/\/www.linkedin.com\/in\/sammy-mugambi\/","https:\/\/x.com\/https:\/\/twitter.com\/SammyMugambi_"],"url":"https:\/\/www.engagebay.com\/blog\/author\/sammy\/"}]}},"_links":{"self":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/48004","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/comments?post=48004"}],"version-history":[{"count":24,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/48004\/revisions"}],"predecessor-version":[{"id":80027,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/48004\/revisions\/80027"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/media\/48115"}],"wp:attachment":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/media?parent=48004"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/categories?post=48004"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/tags?post=48004"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}