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

1. EMAIL AUTOMATION WORKSHOP:
Building Workflows
That Cut Your To-Do List in Half

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. 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. 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. EMAIL AUTOMATION WORKSHOP:
Building Workflows
That Cut Your To-Do List in Half
By Torrie Boggs

6. Marketing Automation:
Setting certain tasks on auto-pilot
so that you no longer have to
worry about them.

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. • 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. 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. Swag Time

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. Topic Workflows
Triggers: Page Views or Offer Downloads

13. Blog Subscriber Welcome
Trigger: Subscription To Your Blog

14. New Customer Welcome/Training
Trigger: Lifecycle Stage Changed to Customer

15. Lead Nurturing
Triggers: Conversions at Different Stages of the Funnel

16. Internal Sales Rep Notification
Triggers: Bottom of the Funnel Page Views/Conversion Events

17. Re-engagement
Trigger: Inactive Contacts

18. Event
Trigger: Registration or Attendance

19. Abandoned Shopping Cart
Trigger: Shopping Cart Abandonment

20. Upsell
Trigger: Past Purchases

21. Customer Success/Engagement
Trigger: Success Metrics or Product Usage

22. Upcoming Purchase Reminder
Trigger: Purchases Made on a Cycle

23. Swag Time

24. Q&A

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