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9 Awesome Samples Cases of How to use Workflows

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The examples below are intended to help you when designing a Workflow specific to your organization.

Case 1. General – Generate Appointments for Sales Team

  • Begin Workflow: Form Submission for “Download Our eBook”
  • Step 1: Send email: “Here’s your eBook”
  • Step 2: Set property value: Lifecycle Stage = Marketing Qualified
  • Step 3: 5 days later, send email: “Your Complimentary Assessment”
  • Step 4: 10 days later, Send email: “Your Download Gets You a Custom Consultation”
  • Step 5: 10 days later, send email: “Your How-to Guide”

Case 2. General – Notify a sales rep automatically when he/she has a new sales qualified lead

  • Begin Workflow: Contact joins smart list “Sales Qualified Leads”
  • Step 1: Set property value: Lifecycle Stage = Sales Qualified
  • Step 1 (second action): Send Notification Email
  • The notification email is set to send to the email address of the lead owner in Salesforce.
  • Check out the notification email we are using too – heavily customized to include details the sales rep would need to know.

Case 3. General – Scoring for super hot leads to pass to Salesforce

  • Create Smartlist: “C-Level Execs List” that pulls a segment based on job title
  • Begin Workflow: Smartlist = “C-Level Execs List”
  • Step 1: Increment property value: Custom Engagement Score = 30
  • Create Smartlist: “High-Value Landing Page Conversions” that pulls a list of people that have requested a demo, started a trial or requested a consultation
  • Begin Workflow: Smartlist = “High-Value Landing Page Conversions”
  • Step 1: Increment property value: Custom Engagement Score = 30
  • Create Smartlist: “Target Company Size” to pull leads that have 50-100 employees
  • Begin Workflow: Smartlist = “High-Value Landing Page Conversions”
  • Step 1: Increment property value: Custom Engagement Score = 25
  • Create Smartlist: “Scoring for super hot leads to pass to Salesforce” that pulls leads with a Custom Engagement Score > 80
  • Select “Limit Salesforce Sync to Members of this List”

Case 4. Saas – Generate Free Trial Leads

  • Create Smartlist: Started Trial = no
  • Begin Workflow: SmartList: Qualified Leads – Never Started Trial
  • Step 1: Send email: “Start Your Trial Today”
  • Step 2: 5 days later: “5 Ways Your Trial Will Help You Do X”

Case 5. Saas – Nurture Leads That Start Trial

  • Begin Workflow: Form Submission for “Start Your Trial”
  • Step 1: Send email: “Welcome to Your Trial”
  • Step 2: Set property value: Started Trial = yes
  • Step 3: 5 days later, Send email: “Webinar Invite: How to Use Your Trial Effectively”
  • Step 4: 10 days later, Send email: “Customer Case Study”
  • Step 5: 10 days later, Send email: “Your trial is almost over. How can we help you?”

Case 6. Product/Manufacturing – Build product awareness

  • Begin Workflow: Form Submission for “Download Our Research Guide”
  • Step 1: Send email: “Here’s Your Research Guide”
  • Step 2: Set property value: Lifecycle Stage = Marketing Qualified
  • Step 3: 5 days later, Send email: “Blog Article: 5 Things You Need to Know Before Buying”
  • Step 4: 10 days later, Send email: “Product Reviews: What the experts are saying”
  • Step 5: 10 days later, Send email: “Request Your Free Quote”

Case 7. Services (Long Sales-cycle) – Nurture prospective clients

  • Begin Workflow: Form Submission for “Download Our Whitepaper”
  • Step 1: Send email: “Here’s Your Whitepaper”
  • Step 2: Set property value: Lifecycle Stage = Marketing Qualified
  • Step 3: 5 days later, Send email: “5 Things You Need to Know”
  • Step 3: 10 days later, Send email: “Client Case Study”
  • Step 4: 10 days later, Send email: “Request Your Free Consultation”

Case 8. Nonprofit – Engage Members With Meaningful Causes

  • Create Smartlist: Visited Page: “Volunteer at a Local Event”
  • Begin Workflow: SmartList: Interested in Volunteering
  • Step 1: Send email: “Ways to Get Involved”
  • Step 2: Set property value: Interested in Volunteering = Yes
  • Step 3: 5 days later, Send email: “Why We Need Volunteers Like YOU”
  • Step 4: 10 days later, Send email: “This Month’s Events”

9. Higher Education – Generate More Applications

  • Begin Workflow: Form Submission for “Request More Information On Programs”
  • Step 1: Send email: “Information On Our Programs”
  • Step 2: Set property value: Lifecycle Stage = Marketing Qualified
  • Step 3: 10 days later, Send email: “Sign up for an information session in your area”
  • Step 4: 10 days later, Send email: “Student Stories”
  • Step 5: 10 days later, Send email: “Employment Report”
  • Step 6: 10 days later, Send email: “Apply Today”
  • Step 7: Set property value: Ready for Admissions = yes

Source : HubSpot

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