Prior to building your workflow, you will want a clear event plan with a solid marketing strategy. Plan your next tradeshow from start to finish using professional advice and free templates to help you manage your event successfully.
Before setting up a free trial email workflow, you should take into account how you will segment your users e. A free trial sign-up workflow should launch a confirmation email directly after a contact signs up for a free trial. This email should include a description of what the contact can expect from your product. Similar to customer onboarding, your workflow should be infused with product demos educational videos that highlight the key features of your product.
In the days leading up to trial expiration, the workflow should remind the user to sign up in order to keep taking advantage of the benefits of the product. A subscription renewal workflow is essential for any business that operates with a recurring revenue business model. According to the site Small Biz Trends, 68 percent of customers stop doing business with a company because they perceive the company as being indifferent toward them.
Show your customers they are more than just a number by being intentional and proactive with the message you convey within your workflow. A subscription renewal workflow should launch during the month, week, and days prior to the impending expiration date. The series of emails should communicate a reminder to the customer that, in order to maintain uninterrupted access, they need to renew their subscription by a set date.
Launch a topic workflow to contacts that already exist in your database when they have downloaded content or visited a page that features core topics related to your business or industry.
For example, if a contact downloads an e-book entitled Project Management Tips and Best Practices, the workflow you launch should contain a series of nurturing messages that are relevant to the topic of project management. The topic email workflow should provide helpful links that point the contact in the direction of top-performing blog posts, webinars, and upcoming events that are directly related to the topic of the pillar content download or page that kicked off the topic workflow.
Each main topic should have a dedicated topic workflow that gradually guides the lead through the customer journey to a relevant solution. A lead nurturing workflow will activate based on preset conditions or actions that a contact meets. This workflow relies on lead segmentation, tagging, and scoring to determine both the location of a lead within the sales funnel and their qualification status. Workflow triggers: Custom conditions met, sales funnel stage-specific conversion events.
You can use a lead nurturing workflow in conjunction with other workflows. The goals of this workflow are twofold: one, to engage with contacts according to their location in the customer journey; and two, to leverage the data you collect regarding behaviors and preferences in order to address pain points and build trust.
Establish your authority and keep your brand top of mind by providing links to helpful blog posts, videos, and other resources that motivate your lead to take next steps. A lost opportunity nurture workflow allows you to launch a series of well-timed emails that inspire a lost qualified sales lead to reconsider and re-engage with your brand.
Referring to your CRM database to utilize information on when and where your lead dropped off will give insight into why you lost a lead and the type of content you need to recover the lead and convert them back into a sales opportunity. For example, if a lead drops off due to budget limitations, ensure your nurture workflow provides special offers and discounts to lure the lead back into the sales cycle.
You can also send an email to have the lead make a selection concerning how they want to continue engaging with you.
Use a customer engagement workflow to home in on users with varying levels of product engagement. For highly engaged users, set up a workflow to request a customer testimonial or featured success story. Workflow triggers: Performance metric benchmarks, lead scoring, custom conditions met.
Developing a system to analyze and measure the engagement health of your customers is essential for customer success, and a customer engagement workflow is an integral part of that system. The main goals of this workflow are to guide users to a higher level of engagement and to ensure they are extracting the maximum value from your product.
A buyer role segmentation workflow launches a string of messages with targeted communication styles that coincide with the specific role of a user within a company.
This role segmentation also allows the sales team to reach out to key decision makers with a relevant communication strategy. The action of the role assignment itself should set the buyer role segmentation workflow in motion to deliver the appropriate content to the right contact, nurturing each one according to their buying influence.
A sales team notification workflow fires off once a lead is considered marketing qualified, based on established criteria. Prior to building out this workflow, you should develop a lead tagging and scoring plan to qualify leads and communicate that plan to the sales team.
Criteria for qualification can include designated actions like assessing a pricing page, downloading an e-book, or engaging with your content for a set minimum amount of time. The contact activity the system tracks should indicate that a user is beyond the research stage of the funnel and is close to purchasing.
The activity should then signal a sales team representative to reach out to the lead directly. A post-purchase workflow should provide a customer with an order confirmation and a sentiment of gratitude for choosing your brand.
This workflow should offer referral incentives and encourage users to give feedback on their experience and share their purchase decisions on social platforms. A post-purchase workflow should contain best practices and other useful content to help the user get the most out of their purchase. Customers are already anticipating an email to confirm purchase and order details, so capitalize on this opportunity by inviting customers to engage with your content on various channels.
An extension of the post-purchase workflow is the upsells and cross-sells workflow. Consider trying [product recommendations] for [product benefits]. At the core of a successful upsell and cross-sell workflow strategy are a cohesive goal and clear communication between account executives, customer success managers CSMs , and marketing teams after the deal has closed.
The content communicated in the upsells and cross-sells workflow will hinge on the objectives and tactical plan these teams have developed. This workflow serves as an opportunity to offer additional products or complementary products that improve the customer experience while boosting your bottom line. The replenishment or reorder prompt workflow encourages a new order from customers that are nearing the end of a purchase supply.
Some examples of products purchased where a replenishment reminder workflow is advantageous are subscription renewals, items with set monthly supply amounts, or perishable household products. A reorder prompt workflow will launch a friendly reminder to a customer with a link to repurchase a product as it nears the end of its lifecycle stage. According to Baymard Institute, an average of nearly 70 percent of online customers abandon a cart after adding products to it.
Some common reasons for cart abandonment include uncertainty of site credibility, a lengthy checkout process, or that a user is simply browsing and comparing prices.
The workflow launches when a contact lands on a check-out page, but not an order confirmation page, and fails to return after a set amount of time. The workflow serves as a gentle reminder that the items are still available for them and can entice the contact to complete the checkout process by presenting a special offer or limited time discount. Once the lead follows through with the purchase, they should then be added to an upsell workflow, replenishment prompt workflow, and any other applicable workflow aimed to retain the customer.
Get inactive contacts excited about your brand again with a re-engagement workflow that launches once a lead has met — or failed to meet — certain conditions. Custom conditions for entry into this workflow include a period of time that has passed since a contact last submitted a form, visited your website, opened an email or engaged with your content after a free trial expiration.
A re-engagement workflow uses historical data collected on a contact to attempt to rekindle the relationship and nurture them back into the customer journey using special offers, exclusive content, or even a brief survey to learn how you can better meet their needs. It is essential to determine what length of time will pass before a contact is defined as inactive, and that time period will vary depending on your business model.
If a lead remains dormant even after the re-engagement workflow is launched, it may be time to remove that contact from your list altogether to avoid SPAM complaints and to improve key email engagement metrics. If a lead fails to convert in an upsells and add-ons workflow, a clearance sale offer workflow gives you another opportunity to follow-up with relevant, time-sensitive content to encourage a lead to convert.
Workflow triggers: Contact purchase history, browsing history with no conversion, upsells and add-ons workflow with no conversion. The event that triggers your clearance sale offer workflow will depend on how your leads are segmented based on past purchases and browsing behaviors. For example, a lead that engages with a product page for a set length of time and clicks on certain products will kick off a clearance offer workflow for the respective products, guiding the lead from the consideration phase to the decision stage of the customer journey.
The customer satisfaction workflow is set in motion based on satisfaction survey results and feedback gathered from your customer base.
Establish criteria for user satisfaction scoring levels, and then assign a tag to the user based on that criteria. The customer will then be segmented according to his or her satisfaction level tag, enabling you to assign them to a workflow with content aimed to move them to a higher rate of contentment by catering to their pain points.
Quantify how satisfied your customers are with your brand on a numerical scale, and then set out to improve that satisfaction level with a customer satisfaction workflow. For example, customers with low satisfaction scores can receive relevant content and helpful resources to improve their experience, while customers with high satisfaction scores can be rewarded with special offers or referral perks. Leverage users with high brand interaction rates, such as clicks, comments, and purchases to encourage social sharing and featured success stories in exchange for special perks.
Set conditions based on predetermined criteria of what represents a high level of engagement prior to building out your workflow strategy. Workflow triggers: High engagement conditions met, lead tagging and scoring criteria. A brand loyalty program workflow allows you to incentivize contacts to continue engaging with your brand by issuing loyalty points that can be redeemed for special offers or exclusive content aimed to increase the lifetime value of the customer.
You can also use highly engaged contacts to your advantage by requesting feedback and product reviews to gain valuable insight for product enhancement. An email course lesson series is a drip campaign workflow that educates leads on an industry-specific topic that is determined based on top-performing blog posts or content pillars.
A workflow should be built out according to the strategic goals and objectives of the email campaign plan. A typical email course lesson series workflow contains between five and 10 email lessons the total amount depends on the course topic and target audience.
The workflow immediately launches the first email to provide confirmation details, a course overview, and what to expect in the coming days or weeks. Use your campaign plan to decide which lesson s to strategically place the sales pitch. At the completion of the workflow, the contact is added to another workflow based on how they engaged with the course lesson series workflow. For example, if a lead makes a purchase, consider enrolling them in the upsells and add-ons workflow.
If a lead does not convert, consider a topic or lead nurturing workflow to guide them down the sales funnel. The process of planning, launching, and managing your automated email workflow includes a lot of moving parts. The following best practices are grouped by category to help ensure that each aspect of your email workflow delivers optimal results:. Download these free email workflow templates to kickstart the planning process for your next automated email marketing campaign.
To change recipients, simply make the changes you want in the list item. A single workflow may send multiple emails, and the emails may not all be sent to the same recipients. To store other addresses for additional emails sent by this workflow, you can add columns to the list to store the other addresses. In this case, you may want to name the columns "First message To," "Second message To," and so on.
Alternatively, you can design the list so that you create one item for each email that the workflow sends, instead of one item for each workflow.
In this case, make sure that the name used to identify each email is unique, so that the lookups that retrieve the addresses return the unique value that you want. If you want recipients to be specified each time that a workflow is started manually, you can customize the workflow initiation form to collect the addresses from the person who starts the workflow. The workflow can then either simply use the entered addresses directly, or copy them into fields in the current item — where they will still be available for reference after the workflow has completed its current instance.
If the workflow is set up so that it also starts automatically, you can specify default addresses in the initiation form for whenever an automatic start occurs. So far, the body text in the example email is static: Every time the workflow creates an instance of the email, the text will be exactly the same. It can be useful, however, to include text that changes in relation to the item on which the workflow is currently running. For example, it might be useful to include the title of the document needing review in the body of your email.
To include this sort of dynamic information, you use a workflow lookup. Lookups retrieve data from different data sources such as lists, libraries, and workflow data. Tip: After you insert a lookup, you cannot drag it to a new location.
It is possible, however, to "relocate" a lookup by dragging other text around it. Similarly, it is not possible to cut, to copy, or to paste either a lookup or any text that includes a lookup. The inserted lookup appears in the email body. When the workflow runs and the email is generated, the lookup is replaced by the title of the document. Including the title of the document is useful, but it might be even more useful to include a hyperlink that would take you directly to the document itself.
To do this, you include a lookup in the hyperlink. To include a static hyperlink — one that always links to the same address or location — in the body of your workflow email, in the upper right corner of the formatting tool panel in Define Email Message dialog, select the Edit Hyperlink button.
The inserted hyperlink appears in the email's body. Note: Text-based email programs do not render the hyperlink. To learn about how to use a workflow lookup to create a dynamic hyperlink that points to varying addresses depending on the item on which the workflow is currently running, see Include a hyperlink to the current item. In the previous section, Include a static hyperlink , the address in the example hyperlink includes no variable information: Every time that the workflow sends the email, the hyperlink points to the same page.
By using a workflow lookup, however, you can create a dynamic link that uses information about the current item to decide which URL to point to. In the workflow startup notification example, you might want to provide a link to the new document itself:. When you create a link to a list item — for example, an announcement or a calendar event — you can choose to have the link open either the display form DispForm. Open the list item for any existing document in the library, using View Item if you want your link to open the display form, or Edit Item if you want your link to open the edit form.
Note: If the current item is a task that is created by one of the three workflow task actions, and if you want the link to open the custom task form and not the default display or edit form for the Tasks list , see If the current item is a custom task form. For tasks not created by a workflow task action, and for the display forms of even those tasks created by one of the workflow task actions, the current procedure is all that you need.
In the Define Email Message dialog, enter or paste the static text within which you want the link to appear, for example - To view the list item, click here. In Edit Hyperlink box, for the address field, select String Builder. You can store the URL of the display form or edit form of a list item in a workflow variable, so that you can use it in multiple locations in the same workflow. Select 0 in Starting at 0 and replace it with 1. Note: When Starting at has a value greater than 1, the final string has characters removed.
Select Variable: substring or Variable: substring1 in Output to Variable: substring. In the list, select Create a new variable and then, in the Edit Variable dialog, enter a name for the new variable. Make sure that Type is set to String , and then select OK. Select below the action you just created and Add the Send an email action to the Actions, and then select these users in the action. To use the new variable in the Define Email Message dialog, enter or paste the text within which you want link to appear into the email body.
Select the text, and from the formatting menu, select Edit Hyperlink. In the Field from source list, select Variable: name of variable , and then select OK, and select OK i n the next box.
Select workflow variable, and then select Create a new variable. In the Edit Variable dialog, enter a name for the new variable and make sure that Type is set to String , and then select OK.
Select value and then select the ellipses button [ The inserted Action appears like this. Select below the action you just created and add the Send an email action to the action, and then select t hese users in the action. We do not support the following options by the current version of the Send an Email action:. Specifying an address on the From line.
Emails sent by the workflow always show the email address specified by the server administrator on the From line. Only the server administrator can change this, and it can only be changed for all notifications in the current web app, not per workflow.
Using an embedded cascading style sheet CSS to format message content. Using a workflow lookup in either the To or CC box that references a column of the Person or Group type that contains multiple values. Embedding image or graphic files in a message. Instead, Include an image. Back to English. Log in. Remember Me Forgot your password?
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About Us Our team. How to send personalized mass emails to a list from Excel via Outlook? In the Select Data Source window, choose the workbook which includes the data range that you want to use, and click Open button, see screenshot: 3.
In the coming Select Table dialog box, please choose the worksheet with the data range you need, and then click OK button, see screenshot: 4. Go on typing your message and insert the Registration Code into the place where you need, see screenshot: 5.
Then in the popped out Merge to E-mail dialog box, do the following operations: 1. You can type the subject into the Subject line text box; 3. Send personalized emails to multiple recipients with different attachments:. Kutools for Excel : with more than handy Excel add-ins, free to try with no limitation in 30 days. Download and free trial Now! Read More Free Download You are guest Login Now.
Loading comment The comment will be refreshed after To post as a guest, your comment is unpublished. VBA code works well, thanks, but how to add Cc? Cells i, 9 the address is on the 9th column and failed Cells i, 4. Next, the If End If cannot exist anywhere, as it 1 is treated as a comment and 2 the compiler crashes cannot compile. So one tries it after the End Sub because the compiler says in effect comments to be after End Sub.
Naturally, the "ShellExecute" causes a crash because it is not declared: remember, the If End If had to be removed. Question: I have 2 email addresses on my outlook. I want to use the 2nd one to send the personalized mass emails. How should I do that? Can you help? Hello, Pilar, The normal Mail Merge function only can help to send the emials from the default account, if you want to send eamils from other account you defined, you can use our Send Emails feature of Kutools for Excel.
You can download and installed the Kutools for Excel, free trial 30 days. Could you please help me to include table structure in below code? I used the kutools send mail option after sending mail theres no attachment. Hi, marian, Do you type the full path of the attachments into the cells? Please check it.
Thank you!
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