{"id":13088,"date":"2019-08-13T20:10:55","date_gmt":"2019-08-13T19:10:55","guid":{"rendered":"https:\/\/www.emailvendorselection.com\/?p=13088"},"modified":"2019-09-04T09:06:01","modified_gmt":"2019-09-04T08:06:01","slug":"how-to-select-best-email-workflow-automation","status":"publish","type":"post","link":"https:\/\/www.emailvendorselection.com\/how-to-select-best-email-workflow-automation\/","title":{"rendered":"Selecting the best Email Workflow Automation tool for your business"},"content":{"rendered":"<p>Many businesses would love their customers to stay engaged throughout the customer journey. This calls for automation and a special kind. With email workflows you save significant time. Automated email marketing steps and tasks are more effective. But what is the best Email Workflow Automation tool for your business?<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_is_Email_workflow_automation\"><\/span>What is Email workflow automation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Email workflow automation is the process of creating a series of automated email campaigns. Your customer\u2019s behavior and data profile trigger these automated email series.<\/p>\n<p>Email workflow management software helps marketers <b>engage customers<\/b> at every touchpoint. Every touch contains relevant content based on the customer&#8217;s behavior and data.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"7_examples_of_email_marketing_automation_workflows\"><\/span>7 examples of email marketing automation workflows<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Classic examples include <strong>automated<\/strong> email workflows that send: <\/p>\n<ol>\n<li>cross-sell email campaigns<\/li>\n<li>campaigns that encourage recurring purchases after a certain period of time <\/li>\n<li>automated emails that help recover abandoned shopping carts <\/li>\n<li>automated lead nurturing emails that turn leads into customers<\/li>\n<li>abandoned shopping cart recovery<\/li>\n<li>abandoned product views<\/li>\n<li>price drop or back-in-stock product notifications<\/li>\n<\/ol>\n<p>Take an <b>automated<\/b> email workflow and make it your own. A custom variation on the classic. You might not be able to see at the moment how much fun this is. Once you start thinking of the <i>ideal<\/i> automated funnel the creative juices will start flowing. Think about how to bring people back that are bound to fall out of the ideal automated path. <\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_email_workflow_automation_isnt\"><\/span>What email workflow automation isn\u2019t<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Email Workflow Management is more than sending simple emails after a completed web form. Email Workflow Management software does a whole lot more than autoresponders. With Email workflow automation you lead a customer down a dynamic path. A dynamic path is a series of steps that change according to what the customer needs.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/forrester-quote-workflow-automation.png\" alt=\"forrester-quote-workflow-automation\" width=\"550px\" style=\"margin:10px 0px 10px 0px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_you_need_email_marketing_automation\"><\/span>Why you need email marketing automation.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Every business can use email campaign workflows in multiple email streams. What type of automation you need for workflows depends on your business context. Here are a few signs that you will profit a lot from email workflow management;<\/p>\n<ul>\n<li>You sell products that expire or have a limited life<\/li>\n<li>You sell products that are complemented by others<\/li>\n<li>You have customers that don\u2019t always complete their purchases<\/li>\n<li>You manually follow-up with leads<\/li>\n<li>You have customer purchase history &#038; other preferences data to segment them<\/li>\n<\/ul>\n<p>This list is not every scenario that email workflow management; software can handle. If you have a customer\u2019s preferences you already send a personalized series of welcome emails. A marketing automation funnel starts at first contact, first inquiry, first purchase. you don\u2019t need to have the data yet. Use the behavior and data that you pick up after the first automated email.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Your_future_business_needs_automated_email_software_now\"><\/span>Your future business needs automated email software now<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>If your automated marketing automation brings an influx of new leads, those need to go through a lead nurturing process.  Is your marketing funnel ready to convert those leads into clients? An email campaign workflow at the right time to the rescue. The management of dynamic email campaigns is where email workflows come out strong. Grow new and current customers. <\/p>\n<p>These are solid business reasons to invest in marketing automation. Furthermore, they will help you with your resourcing struggles so that you maintain sustained growth. In short, to account for future of you business scale, it makes sense to get your marketing automation funnel tools in order today. <\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_to_look_for_in_your_Email_Workflow_Automation_software\"><\/span>What to look for in your Email Workflow Automation software<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Strong workflows make use of triggers in different ways. Email triggers can be based on customer behavior, events, logical operands and conditions on any dataset. This means you should be able to make use of all the data you own to automate your workflows. <\/p>\n<p><i>It all has to start somewhere<\/i> \u2013 how flexible are the workflow\u2019s start points?<br \/>\nYour workflow\u2019s starting point should be totally open for you to fill in, otherwise, it will be limiting your campaign setup. This means you should be able to start your workflow with any type of condition or event, even if that is just an open of an email, a click event. But also custom event or API calls.<\/p>\n<p><i>How integrated is your segmentation with your workflow?<\/i><br \/>\nIt\u2019s all well and good if you automate with an automated workflow, but that won\u2019t have the business impact if your customer isn\u2019t getting the right message. Advanced segmentation can help guide your customer across their customer journey. Segmentation is a marketing tactic of choice to get the right message in front of the right customer. For that to happen you need well-defined segmentation and the appropriate content. Enter advanced segmentation.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_advanced_is_your_segmentation\"><\/span>How advanced is your segmentation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Here\u2019s a sample creative that went out as part of a clearance sale offer. It takes the customer\u2019s <b>purchase history<\/b> into account and offers them a specific product based on their purchasing history.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/newsletter_surfboard.png\" alt=\"newsletter_surfboard\" width=\"450\" class=\"aligncenter size-full wp-image-13218\" \/><\/p>\n<p><a href=\"https:\/\/www.emailvendorselection.com\/select-esp-best-segmentation\/\">Advanced segmentation<\/a> ensures that you\u2019ll have the right recipients receive the right content. With workflow automation they also get it at the right time. It\u2019s being able to make use of all your data with dynamic content, based on business rules.<\/p>\n<p>It should be just as easy for a business user to create advanced segmentation visually via the email marketing tool UI. The majority of users do have SQL knowledge. Once you\u2019ve got your segmentation and your workflows defined it\u2019s time to put it to work.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Email_Marketing_Automation_Workflow_Example_Clearance_sale\"><\/span>Email Marketing Automation Workflow Example: Clearance sale<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>There\u2019s almost no limit to what you can automate. Here\u2019s a simple example of an email marketing automation workflow of a targeted clearance sale offer.<\/p>\n<p>Let\u2019s have a look at the things you could do with a well-planned out clearance sale campaign workflow. Your workflow start with a segmentation. The segment selects all users that purchased a specific product within a time frame. In this case a surfboard within the last 24 months.<\/p>\n<p>Our workflow starts a clearance sale that offers our customers products of the right type and size. It&#8217;s based on their history of previous purchases. We add their browsing history to tracking.<\/p>\n<p><a href=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/workflow-automation-example.png\" rel=\"lightbox[hidden]\"><img decoding=\"async\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/workflow-automation-example.png\" alt=\"workflow-automation-example\" width=\"600px\" class=\"aligncenter\"  style=\"margin:10px 0px 10px 0px\" \/><\/a><\/p>\n<p>There is a logical data switch. It sets the email campaign workflow with the right delays. Send your customer the most relevant clearance sale offers at the right time.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Email_Marketing_Automation_Workflow_Example_Recurring_purchases\"><\/span>Email Marketing Automation Workflow Example: Recurring purchases<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>According to recent research from Adobe, the conversion rate of repeat customers is around 4x higher than for new customers.<\/p>\n<p>This workflow will remind dog owners to purchase some dog food for their beloved pet. It\u2019s a recurring purchase that they\u2019ll need to do for years on end, so let\u2019s make it easier for them.<\/p>\n<p><a href=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/email-automation-workflow.jpg\" rel=\"lightbox[hidden]\"> <img decoding=\"async\" src=\"https:\/\/www.emailvendorselection.com\/wp-content\/uploads\/email-automation-workflow.jpg\" alt=\"email automation workflow example\" width=\"600\" class=\"aligncenter\" \/><\/a><\/p>\n<ol>\n<li>A customer purchases a 4kg bag of dog food. We remind them that in 3 weeks\u2019 time they should buy a new bag.<\/li>\n<li>We give them 3 days to make the purchase. If they still haven\u2019t purchased the dog food, we send them another email \u201cDon\u2019t let your dog go hungry\u201d.<\/li>\n<li>We give them 2 more days. If they still don\u2019t complete the purchase, we send an email with a limited one-time offer. A stylish new chain for their dog to go along with the dog food.<\/li>\n<li>The purchase and reminder cycle is repeated after every completed purchase allowing us to increase sales.<\/li>\n<\/ol>\n<p><strong>Tip:<\/strong> Further fine-tune the timing and follow up steps. This will make this Email Marketing Automation Workflow example work like a charm. <\/p>\n<p><b>The repurchase workflow example requires:<\/b><br \/>\n* to know when the dog food is most likely to be finished,<br \/>\n* to estimate and suggest when they should be thinking of repurchase.<\/p>\n<p>So if they bought a 4KG and two other bags of 6KG, ideally you have to do some calculation. If you want to make it super profitable, try and get them on a subscription model around the second purchase. <\/p>\n<h2><span class=\"ez-toc-section\" id=\"Email_Workflow_Automation_features_you_need\"><\/span>Email Workflow Automation features you need<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The workflow examples show the potential of email workflow automation software. When deciding which email workflow management software is best, you want to consider the following features:<\/p>\n<ul>\n<li><b>Start events<\/b>: these events are the entry conditions that will start a customer&#8217;s journey in your workflow. Ideally, you should have complete flexibility in starting your workflow. We&#8217;re talking opt-ins, opens, clicks, defined goals, predefined times and custom triggered events via API calls.<\/li>\n<li><b>Sending dynamic emails<\/b> or other types of messages such as SMS or API calls at specific stages of the workflow.<\/li>\n<li><b>Delay events<\/b>: you can use these events if you want to send at a predefined time (say the next day at 3pm) or after a set amount of time.<\/li>\n<li><b>Set data events<\/b>: these update customer profiles in a workflow. You add tags and change data fields about customers in your database.<\/li>\n<li><b>Winner switch<\/b>: having the ability to run an A\/B split test on a group of customers in your workflow automation. The winning version is sent automatically.<\/li>\n<li><b>Distribution switch<\/b>: dividing customers into groups to test different content. (E.g. 75% of the audience will receive one message and the remaining 25% will receive another message).<\/li>\n<li><b>End event<\/b> an element that marks the end of a customer\u2019s path in your workflow and take them out of their workflow \u201cmembership\u201d.<\/li>\n<li><b>Contact frequency control<\/b>: control over the number of messages a customer will receive in a given period. This includes the triggered emails in your workflow.<\/li>\n<li>The ability to save and edit workflows, even when they are already started.<\/li>\n<li><b>Workflow monitoring &#038; reporting<\/b>: give marketers the number of prospects in a workflow. It also gives them at all specific stages. You have the ability to select and export them.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"If_you_want_to_automate_then_you_need_to_segment-ate\"><\/span>If you want to automate then you need to segment-ate<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Your automation will only be as powerful as your segmentation allows it to be. to choose the best automated workflow tool, know exactly what you will automate. Only then you\u2019ll be engaging your customers with relevant content. Make your their customer journey align with your marketing automation funnel. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Many businesses would love their customers to stay engaged throughout the customer journey. This calls for automation and a special kind. With email workflows you save significant time. Automated email marketing steps and tasks are more effective. But what is the best Email Workflow Automation tool for your business?<\/p>\n","protected":false},"author":135,"featured_media":19804,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[2],"tags":[24,156,208],"dealstore":[],"coauthors":[573],"acf":[],"_links":{"self":[{"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/posts\/13088"}],"collection":[{"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/users\/135"}],"replies":[{"embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/comments?post=13088"}],"version-history":[{"count":0,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/posts\/13088\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/media\/19804"}],"wp:attachment":[{"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/media?parent=13088"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/categories?post=13088"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/tags?post=13088"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/dealstore?post=13088"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.emailvendorselection.com\/wp-json\/wp\/v2\/coauthors?post=13088"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}