HubSpot : How to Set Up Automated Email Marketing Workflows (+ Examples)
Pro tip: While you work through the following steps, keep the teachings from this video on email marketing in mind – many of the topics covered below are also touched on in the video and vice versa – after all, your email marketing automation is part of your email marketing strategy.
1. Select email automation software.
There are a number of email automation software on the market today – the key is selecting the option that works best for your business and goals.
For the sake of this article, we’re going to work through the following steps in this section by looking at HubSpot’s Marketing Automation tool.
But here are a few more tools for your consideration with their main features and benefits to give you an idea of what these tools are capable of.
Email Marketing Automation Tools
1. HubSpot Marketing Automation
Best email marketing automation software for: Automating email campaigns and personalizing them using integrated CRM contact data to move prospects down the funnel.
Price: Free, $45/mo (Starter), $800/ mo (Professional), $3,200/ mo (Enterprise)
With HubSpot’s Marketing Automation Software, you can automate your email drip campaigns without any code. Select triggers, conditions, and actions so your emails are sent to the right audience members at the right time.
Pair your email campaign workflows to goals so you’re able to track and analyze their success. And speaking of workflows, you can visualize, customize, and personalize them to help you target every individual in your contact database.
(You can also use HubSpot to automate a number of other tasks aside from email such as lead scoring, lead rotating, setting up web hooks, etc.)
Pro Tip: Use HubSpot’s Marketing Automation software to automate and personalize email campaigns to move prospects down the funnel and generate qualified leads.
2. Versium Reach
Best email marketing automation software for: B2B businesses that want to segment their customers to more effectively reach them across a variety of marketing channels including email.
Price: $300/mo (Tier One), $500/mo (Tier Two), $750/mo (Tier Three)
Versium Reach allows you to create target audiences that you can use across various marketing platforms (like HubSpot) and channels to help you effectively target and reach those groups through your email (and other digital) campaigns.
Versium Reach helps you visualize and segment your customers so you can tailor your email campaigns to them no matter which stage of the buyer’s journey they’re in.
The tool also helps you maintain a cost-effective lead generation strategy – Versium gives you the ability to experiment with a single data source for better-performing customer segments.
Best email marketing automation software for: Connecting your ecommerce platform to your email platform so you can target customers based on purchase behaviors.
Price: Free, $9.99/mo (Essentials), $14.99/mo (Standard), $299/mo (Premium)
Mailchimp makes it easy to deliver personalized and relevant messages and purchase paths to individuals based on their contact information and how they interact with your company. Send-time optimization then schedules your emails to be sent when your customers are most likely to engage with them.
Mailchimp offers a number of ecommerce integrations (e.g. WooCommerce, Shopify) so you can connect your online store to the email tool – this way, you can target customers based on their purchases.
Mailchimp offers six main types of email automation to make your team more productive and efficient – these include 1) customer journey automation, 2) behavior automation, 3) transactional email automation, 4) postcard automation, 5) date-based automation, and 6) RSS-to-email automation.
Best email marketing automation software for: Managing several email campaigns and mailing lists, and creating any condition combinations to segment your audience.
Price: Free, $8/ month (Pro), custom price (Enterprise)
Moosesend is an email marketing platform for managing several email campaigns and mailing lists. Design and A/B test responsive emails and newsletters to ensure they effectively target your audience.
Personalize your emails by creating any condition combinations in order to segment your audience based on the specific behaviors you care about on both your emails and your website.
Understand the success of your email marketing campaigns with Moosend’s analytics dashboard – track email opens, clicks, social shares, unsubscribed, and more.
2. Identify who you’re sharing your email campaigns with.
Determine who you want to send your emails to. For example, you might use lifecycle stages to group your email recipients – for upsell campaign, you send emails to existing customers who have not purchased a particular product yet.
Your email marketing tool should be able to help you efficiently segment your customers ahead of your campaign using the criteria you’ve decided upon. Again, your contact data in your CRM should help with this – for instance, in HubSpot, segment your email recipients by lifecycle stage.
3. Determine your email campaign’s goal.
Your email marketing is only as good as your strategy – so ensure you know exactly why you’re contacting these individuals. Do you want them to buy something? Learn something? Do something?
Once you answer this question, you can figure out the messaging you need to take them from where contacts are currently to where you want them to go.
You also have to plan for what happens when you succeed.
For example, imagine a 10-email series to get prospects to request a consultation. Prospect A converts within the first email. If Prospect A continues to receive emails telling them to do what they’ve already done, they’ll get frustrated.
In HubSpot, if you define your goal, it will unenroll any contacts who meet the goal.
4. Set enrollment criteria.
Enrollment criteria refer to the qualifications that must be met for a contact to be entered into a workflow.
If you’re using HubSpot Workflows, for example, you can create personalized, automated email workflows that can get triggered in a number of different ways – when a contact gets added to a list, submits a form on your website, clicks a link in an email, views a page on your blog, clicks on one of your ads, or becomes a marketing qualified lead.
You can also set up email workflows based on any information you have about the contacts in your marketing database, such as page views, email or social media clicks, content downloads, contact properties, or any combination of these and more.
5. Determine which processes you want to automate with Workflows.
If you were manually emailing these contacts, what would you do? Think of your email marketing workflows as blueprints that outline each action your tool will take for you.
For instance, in HubSpot, specify which actions you want the software to take. Examples of automatable actions are:
- Sending an email.
- Scheduling an email (and/or delaying it).
- If/ then email branching.
- Updating and syncing all email and contact data to your CRM.
6. Create your email campaign assets.
By this point, you know how many emails you want to send, the general messaging you’ll include in the emails, and which groups of customers the emails are going to.
Now ensure all of your email campaign assets are created and available in your email automation software so you can add them to campaigns.
7. Check your email automation setup and run a test, if possible.
Some things to consider implementing into your workflow publishing process are:
- Looking at your list of enrolled contacts for errors.
- Ensuring the number of enrolled contacts is what you’d expect.
- Considering your workflow chart and use cases.
- Checking your “Send” settings.
In HubSpot, you can test your workflow to ensure the automation you plan to set live is working as planned.
8. Make our email automation workflow live and monitor its progress.
Once you’re happy with the workflow, set it live.
Mistakes can happen, so monitor for anomalies. Don’t be afraid to adjust as needed to resolve issues or improve the performance of your email automation workflow – similar to your other marketing strategies, this is also an iterative process.
Additionally, you can always expand upon your workflows to support other business goals. Use them to automate other actions such as setting or clearing a contact property value, updating a contact’s lifecycle stage, adding/removing a contact from a list, and other administrative tasks that allow for more targeted, effective marketing to your prospects and customers.
15 Examples of Email Marketing Automation Workflows You Should Try
Now let’s walk through some examples of automated email workflows you can set up to start getting more out of your contacts database and marketing automation software.
1. Topic Workflows
Main triggers: Page views or content offer downloads.
Create a workflow for each of the industry-related topics you create content about.
Imagine you’re a unicorn breeder whose main content topics include unicorn diets, unicorn gear, and unicorn boarding. Then you could bucket your content marketing offers (e.g. ebooks, webinars, kits, etc.) and blog posts by these topics. You could also create an email workflow for each topic and then trigger the appropriate workflow when one of your contacts views a page or downloads an offer centered around that topic.
Trigger a content download workflow based on a form submission from a tool conversion tool like HubSpot’s Free Marketing & Lead Generation Software. To trigger an automated workflow in HubSpot, you can use the “Lead Flow Submission” option as the starting condition.
So if a contact downloaded your ebook called 10 Tips for a Balanced Unicorn Diet, your “unicorn diet” workflow would be triggered, sending that contact more helpful content, such as blog posts describing unicorn dietary tips.
2. Blog Subscriber Welcome Workflow
Main trigger: Subscription to your blog.
Give your brand new blog subscribers a nice, warm welcome with a blog welcome email. Use this email to thank contacts for subscribing, remind them what they’ll get out of reading your blog, review their subscription settings (and allow them to make adjustments), and promote your blog’s best-performing articles or other offers.
(Get tips for creating a successful blog welcome email here, and learn more about optimizing welcome emails here.)
3. New Customer Welcome/ Training Workflow
Main trigger: Lifecycle stage.
While we’re on the subject of warm welcomes, consider setting up a series of welcome emails when a contact converts into a paying customer, which you can trigger when a contact’s lifecycle stage gets updated to “customer.”
Not only is this a great way to kick off your new customer relationship on a positive note, but it can also keep your customers engaged after they buy. And if your product or service requires a little training on your customers’ part, use this workflow as an opportunity to introduce helpful training materials on an incremental basis.
4. Engaged Contact/ Evangelist Workflow
Main triggers: Visits, clicks, or form submissions.
Create a smart/ dynamic list that automatically updates to include contacts that you’ve really engaged.
To create this list, use trigger criteria such as a high threshold of visits to your website, clicks on your emails or social media posts, or form submissions. Then create an email workflow to leverage this list as a way to encourage evangelism of your top content in social media.
Because these contacts are highly engaged with you already, they’re more likely to share your top content. You can also consider adding list criteria to pull in contacts with a certain number of Twitter followers to leverage the power of those social media influencers in your database.
5. Lead Nurturing Workflow
Main trigger: Multiple top-of-the-funnel conversion events.
If a contact has downloaded several of your top-of-the-funnel marketing offers like ebooks and webinars, it might be a sign that they’re ready for a bit more. Set up workflows that help advance these contacts further down the funnel.
If the contact is a lead, send them emails containing more middle-of-the-funnel content that can upgrade them to a marketing qualified lead (MQL) or an opportunity in your sales process.
This workflow may include content and web pages you’ve identified from an attribution report analysis as influential in converting leads into customers – perhaps content like customer success stories/case studies, free trial offers, or product demos.
6. Internal Sales Rep Notification Workflow
Main triggers: Bottom-of-the-funnel page views/ conversion events.
On any given website, there are certain page visits and conversion events that indicate more product interest than others.
First, identify these pages and conversion events using an attribution reporting tool like HubSpot. You’ll notice that, more often than not, the pages you unearth will be your pricing page, product pages, etc. – the pages that your contacts view when they’re truly considering your products or services.
Use workflows here to trigger an internal email notification to your sales rep to inform them of these high-value activities. Using personalization, give the rep all the information they need about the lead in question, including relevant mid- and bottom-of-the-funnel content that they can send to the lead in their outreach email. This allows you to connect sales reps with the best possible leads at the right time.
7. Re-engagement Workflow
Main trigger: Inactive contacts.
Reawaken inactive contacts with a re-engagement workflow, enrolling contacts once they’ve met certain list criteria.
For example, you could set conditions such as the length of time since their last form submission, website visit, or email click, triggering the email once it’s been a while since a contact last engaged with you.
In your workflow, try sending them an exclusive offer or coupon to get them excited about your company again. For more tips about launching an effective email re-engagement campaign, check out this post.
8. Event Workflow
Main trigger: Registration or attendance.
Hosting a live, in-person, or virtual event? Use email workflows to automate your communication to event registrants and attendees before, during, and after the event.
For example, create a workflow that delivers important information registrants should know leading up to the event, such as hotel accommodations and agenda information for live events, or webinar log-in information for online events.
When the event ends, set up a workflow that gives attendees online access to session slides and continues to nurture them with additional content or promotion for future events.
9. Abandoned Shopping Cart Workflow
Main trigger: Shopping cart abandonment.
If you’re an ecommerce business, you’ll likely benefit from an abandoned shopping cart workflow.
The concept here is simple: When someone adds an item to their online shopping cart but leaves your site without completing the purchase, you can trigger an email workflow that reminds them of their forgotten purchase. By offering a special discount code or incentive to buy, you motivate the individual to return to your website in order to complete the transaction.
10. Upsell Workflow
Main trigger: Past purchases.
Communication with your customers shouldn’t stop after they make a purchase. This is especially true if you sell a variety of different products and/or services. Use workflows to help you upsell or cross-sell existing customers.
Create dynamically updating lists of contacts who purchase a certain product – or combination of products – and create workflows aimed at recommending other products/ services or encouraging upsells or add-ons.
11. Customer Happiness Workflow
Main trigger: High or low NPS scores.
If you administer regular Net Promoter surveys of your customer base, you can use customers’ Net Promoter Scores as a property to trigger workflows.
Simply determine what your ideal customer happiness score is, and use that as the threshold for your dynamic list of happy customers. Then trigger a workflow for customers with “happy” scores and reward them with exclusive content, offers, or discounts.
Trigger a different workflow for your “unhappy” customers that includes content/offers aimed at helping to improve their happiness.
You can even segment unhappy customers by the specific reasons they’re feeling unsatisfied – then, send them even more targeted workflows aimed at addressing their issues.
12. Customer Success/ Engagement Workflow
Main triggers: Success metrics or product usage.
If you keep track of customer success metrics, you have a prime workflow opportunity on your hands.
For example, if you’re trying to build up your arsenal of customer case studies, automatically trigger an email that asks customers if they’d be interested in being featured as a success story once certain customer success metrics were met.
Furthermore, if you track of customers’ product adoption or feature usage, you could trigger a workflow for users who are exhibiting low product engagement, providing resources that educate and train them on how to use the product features they’re not taking advantage of.
13. Upcoming Purchase Reminder Workflow
Main trigger: Purchases made on a cycle.
Does your contacts database include customers who typically purchase on a cycle? Enter those people into a workflow that gets triggered when they make a purchase.
For instance, let’s say you sell eye care products, and a customer purchases a six-month supply of prescription contacts. Enroll that customer into a workflow that sends them an automated email five months later as a reminder that their six-month supply is about to run out, and it might be time to order a new batch of contacts.
14. Customer Service or Ticket Workflow
Main Trigger: A customer or prospect contacts customer service via email or an online form.
Sometimes, your customers or prospects might have trouble using your free or paid software. When this happens, fielding a bunch of customer service emails and messages can take tons of valuable time from your schedule.
One way to avoid this is to create a workflow that turns customer concerns into tickets that can be categorized, labeled, and assigned to customer service reps on your team. These tickets can also help you keep track of ongoing problems as well as when issues with a customer or prospect are resolved.
15. Deal-Based Workflows
Main Trigger: When someone e-signs a quote or contract.
Sealing the deal is obviously key to successful marketing and sales. Automating small aspects of this process, like emails someone might get after signing a contract or quote page with you, allows your sales reps more time to nurture the client over the phone, during demos, or via other messages.
With a deal-based workflow, you can trigger confirmation emails when a prospect becomes a client or qualified lead by signing a quote or contract. With systems like HubSpot, you can also set the workflow to change the contact’s status to show where they are in the lifecycle.
Automate Your Email Marketing Campaigns
Email marketing automation increases efficiency and gives your team back valuable time that can be spent on customers and other work that requires their attention.
Additionally, the process helps optimize your email marketing strategy and personalize email content to increase its effectiveness among your target audience and customers.
Identify your ideal email marketing automation tool and begin setting up the workflows your team needs.
Editor’s Note: This post was originally published in September 2012 and has been updated for freshness, accuracy, and comprehensiveness.