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Email Automation Workshop: Building Workflows That Cut Your To-Do List in Half

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VIEO Design's Torrie Boggs presented a workshop about email marketing automation at the Knoxville HubSpot User Group.

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Email Automation Workshop: Building Workflows That Cut Your To-Do List in Half

  1. 1. EMAIL AUTOMATION WORKSHOP: Building Workflows That Cut Your To-Do List in Half
  2. 2. Meet the Knoxville HUG Leader and Co-Leader Holly Yalove @HollyYalove Torrie Boggs @shesgotknoxy www.vieodesign.com • Agency Partner Certification • Inbound Marketing Certification • HubSpot Marketing Software Certification • HubSpot Design Certification • Contextual Marketing Certification • Inbound Sales Certification • Growth Driven Design Agency Certification • Email Marketing Certification • Content Marketing Certification • HubSpot Beta Tester • Certified Google Partner Agency Certifications:
  3. 3. HUG NEWS Future Meetups • May 18, 2017 We will be raffling off an Amazon Echo Dot, so you won’t want to miss it. • August 24, 2017 • October 26, 2017 Topics & Speakers to Come • INBOUND 2017: September 26-28, 2017 Boston, MA
  4. 4. HubSpot Product Updates • Visual Editing is the Default View for Workflows • Add Emojis to Email Subject Lines • Parent-Child Relationships in the HubSpot CRM • Facebook Ads Integration • Refreshed Designs for Contact Tools • Shutterstock Integration
  5. 5. EMAIL AUTOMATION WORKSHOP: Building Workflows That Cut Your To-Do List in Half By Torrie Boggs
  6. 6. Marketing Automation: Setting certain tasks on auto-pilot so that you no longer have to worry about them.
  7. 7. Email Tips Before We Get Started • Use subject lines that are between 6 and 10 words long. Some businesses have increased open rates using emojis 😊 💻 📩 • If you are able, resend the first email with a different subject line to those who did not open the first. • Personalize if you are able & where appropriate. • Use a real person’s email address, not info@ or no-reply@ • Your email should include a link or CTA. Each email should have one conversion goal.
  8. 8. • Set an overall goal for the workflow. • Should this be targeted to a certain persona? • Think about the steps needed to get a person to your goal. • Should you exclude anyone? Mapping Out Your Workflow
  9. 9. Types of Workflows • Topic • Blog Subscriber Welcome • New Customer Welcome/Training • Lead Nurturing • Internal Sales Rep Notification • Re-engagement • Event • Abandoned Shopping Cart • Upsell • Customer Success/Engagement • Upcoming Purchase Reminder
  10. 10. Swag Time
  11. 11. Types of Workflows • Topic • Blog Subscriber Welcome • New Customer Welcome/Training • Lead Nurturing • Internal Sales Rep Notification • Re-engagement • Event • Abandoned Shopping Cart • Upsell • Customer Success/Engagement • Upcoming Purchase Reminder
  12. 12. Topic Workflows Triggers: Page Views or Offer Downloads
  13. 13. Blog Subscriber Welcome Trigger: Subscription To Your Blog
  14. 14. New Customer Welcome/Training Trigger: Lifecycle Stage Changed to Customer
  15. 15. Lead Nurturing Triggers: Conversions at Different Stages of the Funnel
  16. 16. Internal Sales Rep Notification Triggers: Bottom of the Funnel Page Views/Conversion Events
  17. 17. Re-engagement Trigger: Inactive Contacts
  18. 18. Event Trigger: Registration or Attendance
  19. 19. Abandoned Shopping Cart Trigger: Shopping Cart Abandonment
  20. 20. Upsell Trigger: Past Purchases
  21. 21. Customer Success/Engagement Trigger: Success Metrics or Product Usage
  22. 22. Upcoming Purchase Reminder Trigger: Purchases Made on a Cycle
  23. 23. Swag Time
  24. 24. Q&A
  25. 25. HUG NEWS • Future Meetups • May 18, 2017 We will be raffling off an Amazon Echo Dot, so you won’t want to miss it. • August 24, 2017 • October 26, 2017 Topics & Speakers to Come • INBOUND 2017: September 26-28, 2017 Boston, MA

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