The Goal: Learn five best practices for building and implementing Marketing Automation workflows so you can send targeted, goal-driven communications to the right contacts at the right time.
Before You Begin:
- Your account must have the Marketing Automation premium module enabled.
- You need staff permissions to create and manage workflows under Marketing & Communication, Marketing Automation section.
- Have a clear communication goal in mind (for example, nurturing new prospects or a drip campaign for new members) and the campaign list you intend to target.
The GrowthZone Marketing Automation module provides the functionality to set up automated workflows designed specifically around varying communication goals. For example, you may want to have a workflow for new prospects, or perhaps a drip campaign for new members. A workflow can be tied to a campaign list, that will then allow you to automatically send targeted information to key individuals and groups. In this session, participants will learn best practices for implementing marketing automation workflows.
Microlearning Overview
Step-by-Step Instructions
- Go to Marketing & Communication, Marketing Automation section, click Workflows.
- Define the communication goal for your workflow (for example, a prospect-nurture sequence or a new-member drip campaign) before you build it.
- Tie the workflow to the appropriate campaign list so the right individuals and groups receive the targeted messages.
- Watch the webinar recording above for the five best practices, then apply them as you build and refine each workflow.
Common Pitfalls
- No clear goal: Building a workflow without a defined communication goal leads to unfocused messaging. Decide the outcome first, then design the steps to support it.