Email workflows play a critical role in both B2B and B2C marketing strategies. They’re automated, targeted, and timely. However, for some reason, email “workflows” and “automation” is met with some level of nervousness and fear by marketing professionals who aren’t specialists in that channel.
Email workflows don’t have to be too complicated; simple one or two step email workflows can go a long way in strengthening your marketing impact. These nurture workflows not only ensure your business runs seamlessly but also allow you to connect with your customers in a more personalised and efficient manner.
What is it? An immediate response to a user's enquiry, letting them know their request is received.
Best Practice: Keep it short and informative. Detail when they can expect a response and provide a snippet about what your company offers concerning the product or service they're interested in. If it is relevant to your business, include the next steps the user needs to take form their end.
What is it? A triggered email for warm users who have shown continued interest in your brand by revisiting your site multiple times. Most sophisticated CRMs allow you to track a captured contact based on their IP address, and set up a trigger based on set number of website visits.
Best Practice: Ensure the email is dispatched only once within a specified timeframe (say, every six months) to prevent inundating the user with the same email. The content should be tailored to their browsing habits, nudging them closer to conversion.
What is it? A gentle reminder to users who have abandoned their purchase or enquiry midway.
Best Practice (B2C): Provide a visual of the items left in the cart, enhancing the chances of recall and eventual purchase.
Best Practice (B2B): For leads that suddenly go cold, email workflows provide a fantastic opportunity to re-engage with them. However, if they've indicated a reason for their delay, ensure they're excluded from this workflow to avoid appearing pushy. You can do this by setting up a ‘Not to be Nurtured’ field on the contact level and adding such contacts to the exclusion list of your workflow.
What is it? An essential touchpoint after the purchase is complete.
Best Practice (B2C): Opt for an aesthetically pleasing HTML format, urging customers to provide testimonials or feedback, ensuring they know their opinions are valued.
Best Practice (B2B): A more personal, plain-text email from a senior member of your team goes a long way. It assures the client of your commitment to exceptional service.
What is it? A series of emails for users who interact with your site's content or events.
Best Practice: Whether they've attended an event or downloaded content, such users have shown genuine interest. Nurturing these leads through personalised content is a surefire way to inch them closer to becoming loyal customers.
Thank you email example
Cart abandonment email workflow example
Email marketing can give your sales pipeline the much-needed bump it needs to meet your targets. At Rocket, we get how important it is for your marketing strategy to positively impact your bottom line.
Eshita is Rocket Agency’s Marketing Manager as well as the Email & Content Lead. In 2021, Eshita was nominated as a finalist at the B&T Women In Media awards in the marketing category for her success in scaling Rocket’s own marketing efforts.
Previously, Eshita was the Marketing Manager at Sales ITV where she was responsible for executing the marketing strategy and operations focused on lead generation, lead nurturing and sales conversion for SalesITV, SalesROI and the Dean Mannix brand.
She has had in-depth experience in monetising owned media channels via email, CRM, copywriting, public relations, as well as scaling and running successful online webinars. What’s more, Eshita’s experience working closely with sales teams has enhanced her skillset as a proficient marketer that achieves impressive results.