In the ever-changing world of eCommerce where competition is on fire, winning customers is not an easy-to-achieve thing. There is a lot more you need to do to engage your customers. Engaging customers throughout their buying journey means performing different activities right from onboarding new users to engaging existing customers. 

It does not end here. You’ll have to continue engaging customers even after finishing the buying process. To do this repetitively, marketing workflows are a great way to achieve these engagement goals. 

1. What Are Marketing Flows?

To engage your customers, your need to perform various activities throughout their journey. From onboarding, engaging, to retaining, you can either individually target your customer or put them on AiTrillion’s workflow automation. Instead of engaging individual customers with several messages, you can create robust automated workflows that work based on your predefined logic. For creating a streamlined workflow,  workflow automation software can help.

In this blog, we will discuss how to use workflows to automate your customer journey activities. Here we’ll discuss the four stages of a customer’s journey: 

  • Onboarding
  • Engaging
  • Retention
  • Loyalty
Workflow automation

2. Why Do You Need Workflows in Your Business?

Workflows can help simplify and automate repeatable marketing tasks and increase overall efficiency. This, in turn, dramatically improves customer engagement and boosts your sales. 

However, setting a workflow in your business is no small stunt. It can often be exceptionally challenging, as it requires that you can see the big picture while simultaneously paying attention to the hundreds of small details that go into it. With the AiTrillion-all-in-one marketing platform, you don’t need to worry about hundreds of small details. AiTrillion’s workflows can be triggered with some predefined rules and logic. You can also design workflows based on your business needs. 

Cloud-based workflow automation also offers several other benefits that include:

  • Improve customer LTV: 

With workflow automation, marketers can identify the touchpoints of customers to deliver the right message at the right time. This helped them to engage the customer and minimize customers attrition.  Top workflow automation software also improves customer lifetime values by engaging and re-engaging with customers at every stage of the customer journey. Integrate workflows with discounts, push notifications to see a 2X increase in LTV.

  • Save time and cost: 

A cloud-based workflow automation platform facilitates you to put all the marketing campaigns at each stage of the customer journey on autopilot. This will save your time to focus on strategic and creative activities. It also reduces the cost incurred due to human errors and increases time to market.

  • Offer a consistent experience across channels: 

Enterprise workflow automation helps you craft unique offers, campaigns, and messages for each channel, and deliver a consistent experience to the users. Many Shopify store owners use workflow automation tools to send customized offers, product recommendations, and messages to users via emails marketing and push notifications. 

Interactive Advertising Bureau (IAB) shows that consumers viewing a constant message across a variety of channels can improve purchase intent by 90% and brand perception by 68%.

  • Delight your customers: 

Happy customers are loyal customers. They will be the ones who will become your repetitive customers and boost your sales. So, you don’t miss any opportunity to delight your customer at every stage. Use email workflows to ensure that your customers are satisfied with your product/services. Give them amazing experiences during onboarding, retention, and the exit stage.

3. How to Create Workflows Easily with AiTrillion for Your Marketing Campaigns?

Creating automated workflows using AiTrillion’s marketing automation platform is very easy. While creating a Workflow, you first need to set an action for which activity/activities you want to set an automated workflow. Once you get the idea and area for which you want to create a workflow, start putting together the building blocks. There are four phases to setting up Workflow. They are:

Set the Conditions

The conditions will define who gets added to the journey. When customers satisfy the condition, they can enter the flow. If a customer/store visitor has completed a certain event/action, you can direct them to different stages in the Flow. For example, if your customer abandoned the cart, you can remind them about the product by sending an email and push notification. ‘You can also set conditions like if a customer has not shared product review or store review set review reminder email to get positive reviews. With AiTrillion’s segmentation feature, you can segment the customers based on customers’ behavior or actions. Create an automated workflow for the following triggers:

  • Contact is Added
  • Update the List
  • Cart is Abandoned
  • Order Placed
  • Order Fulfillment
  • Contact First Seen
  • Contact Last Seen
  • Earned Loyalty Points
  • Email is Delivered
  • Segment Changed

Define the Actions

When customers enter into a flow, it’s time to determine the action to be taken.

  • Send Push: eCommerce store owners can send personalized push notifications to their customers and store visitors. Based on the customer’s interaction, send them a campaign with emotional triggers. Send Email: Shopify store owners can send emails to the customers on their email ID. Users can craft the personalized email message based on user behavior or import it from an existing campaign. 

Define the Campaign Conditions 

  • Emails: Using email marketing workflow will help you know how many users have opened the email campaigns, clicked the email message, unsubscribed from the list, and ordered via email campaigns.
  • Push: Using web notifications campaign workflow will help you get the report of how many customers/visitors have received the push notification, dismiss the received push notification, or have clicked it.

AiTrillion allows you to send push notifications to those customers who haven’t opened your emails. 

Flow Controls

Add required time delays or integrate the one stage to any other stages in real-time in the same workflow. You can add:

  •  Wait time: The campaign will wait for the set time before triggering the next action. For example, you can set a time to send a review email after completing the purchase. Send a review email after 2 min of the payment completion process. For follow-ups emails, you can set a delay for 2 to 3 days so that your customers don’t get irritated. In other words, it is mainly used to delay the communication by days or hours once the customer becomes eligible to receive any communication.
AiTrillion workflow

4. Best Practices to Follow for Implementing Workflows in Marketing Automation

Define your goals:  Before designing a workflow, define the purpose of the flow. If the purpose is clearly defined, it helps in creating a result-driven Workflow for your campaigns. 

Put your customers first while planning the Workflow: Understand your customer journey and craft your messages accordingly. For example, for new visitors, draft a message to encourage them to register to the newsletter, check out the products or new collection, and complete a purchase. Likewise, for frequent buyers, draft messages with product recommendations.

Identify the right channels to trigger the campaign: Sending email campaigns on the right platform, at the right time. When automatic workflow reaches the customers only during the best times, it creates an astonishing response. Maintain sufficient time delays between communications, so your receivers don’t get irritated. Identify the best channel for each type of communication or message. For example, if you want your customer’s immediate attention, a push notification campaign would work better than an email. 

Analyze, and iterate to achieve the goals: You can use workflows to understand and solve the pain points of your customers. For example send a push notification with a cart reminder message when someone abandons the cart, improving the customer journey. Always experiment and change the message time to do an A/B test. With AiTrillion analytics and reports, it’s effortless to measure the results in real-time, determine what can be improved in your campaign, and make routine changes to attain your goal.

Conclusion:

Use Ready-to-use Omnichannel Marketing workflow and engage your customers when they are most likely to buy.

Should you have any queries/ideas on how the Omnichannel Marketing workflow is driving businesses for better customer experience while boosting sales and conversion, talk to us.

Workflow Automation FAQs

Q. What is workflow automation?

Ans. Workflow automation means automating the process of performing repetitive tasks. It can be used to automate your daily marketing tasks or complex business workflows that are too time-consuming for humans to perform manually and are prone to errors.

Q. How does automation help my business?

Ans. Automation helps your set repetitive processes like sending bulk emails, replying to your customers, and sending notifications. With AiTrillion you can easily automate your marketing campaigns and significantly reduces the chance of human error.

Q. Do I need a developer to use workflow automation?

Ans. No. With AiTrillion’s drag-and-drop editor you can easily design workflows. You can also reach out to our support team for any further assistance. 

Q. What is the cost of workflow automation systems?

Ans. Please check our pricing plan

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