Using automations is a great opportunity for marketers that should never be ignored for several reasons. Find out in this presentation, the best practices to craft workflow automations and how marketers can leverage them to grow their business.

1. July Meetup

2. How to Build
Automations to
Amplify your
Funnel
July Meetup

3. 20K members
7 years
The VBOUT Community

4. • 5.00 - 5.10: General intro
• 5.10 - 5.45: How to build automations to amplify your marketing funnel
• 5.45 - 5.50: VBOUT’s resources to help create your own funnels
• 5.50 - 6.10: Attendees and Q&A
Agenda

5. The VBOUT stack
 Marketing automation stack
 Simple interface
 Great price
 Premium support

6. The VBOUT stack
10+ core tools working together
01. Landing pages
02. Forms
03. Popups and site messages
04. Lead tracking
05. Automation sequences
06. Email campaigns
07. Social media listening
08. Social publishing
09. Retargeting
10. Analytics
11. Pipeline management
12. Calendar booking
Integrates well

7. Full Product Video Tour
Visual automation builder

8. Full Product Video Tour
Lead data platform
Owning
First
Party
Cookie

9. Underkills Overkills
Price
Current landscape

10. How to Build
Automations to
Amplify your
Funnel

11. What is MA?

12. What is MA?

13. History Of MA

14. History of MA
Branding, affiliate
marketing, content,
social, ppc, SEO, content
marketing
Inbound, community,
sales and marketing
automation, growth
hacking, retargeting
> 2010 <

15. Elements of MA

16. Elements of MA
1. Triggers
2. Actions
3. Filters
4. Delays
5. Workflows

17. Elements of MA
1. Triggers
2. Actions
3. Filters
4. Delays
5. Workflows

18. Elements of MA
1. Triggers
2. Actions
3. Filters
4. Delays
5. Workflows

19. Elements of MA
1. Triggers
2. Actions
3. Filters
4. Delays
5. Workflows

20. Elements of MA
1. Triggers
2. Actions
3. Filters
4. Delays
5. Workflows

21. Automations vs
Funnels

22. Automations vs Funnels
Video teaser
Thank you email
If no booking made
Full Video Private consultation
Book Consultation
$
Free consultation
w/ Case study
SDR follow-up
If no booking made
Push to ad display
Phone/Email/SMS Reminders
Add to CRM
Nurture campaign
Email + Browser push

23. Winning
Workflows

24. Creating winning workflows with VBOUT
CAPTURE
NURTURE
CLOSE
RETAIN
1
2
3
4

25. Creating winning workflows with VBOUT
1. Content nurture
2. Web push nurture
3. Contact tag automation
1. CAPTURE

26. Creating winning workflows with VBOUT
1. Guided Onboarding
2. Retargeting from email
3. Lead scoring automations
2. NURTURE

27. Creating winning workflows with VBOUT
1. Sales pipeline automation
2. Ecommerce automations
(abandoned, confirmation, cross-sell)
3. Renewal reminders
3. CLOSE

28. Creating winning workflows with VBOUT
1. Birthday automation
2. Sunset cleanup policy automation
3. Lifetime value
4. RETAIN

29. Requirements:
1. Any trigger (joined,
clicked link, etc. )
2. Sales VBOUT pipeline
3. Active forms – optional
1. Sales pipeline automation

30. Requirements:
1. Recurrent date trigger
2. List with a valid date
field
3. Messages (emails, SMS,
web push)
4. Facebook or AdWords
retargeting
2. Renewal reminders

31. Requirements:
1. Custom event trigger
(Added Tag)
2. Active contact tags
3. Messages (emails, SMS,
web push)
4. Facebook or AdWords
retargeting
3. Contact tag automation

32. Requirements:
1. Custom event trigger
(Lead Score Change)
2. Active lead scoring
setup
3. Messages (emails, SMS,
web push)
4. Facebook or AdWords
retargeting
5. Sales pipeline
4. Lead scoring automation

33. Requirements:
1. Joined or specific
date trigger
2. Messages (email,
SMS, web push)
3. Facebook or
AdWords
retargeting
5. Content nurture

34. Requirements:
1. Joined or date trigger
2. Web push active on
website
or a VBOUT landing
page
3. Web push messages
6. Web push automation

35. Requirements:
1. Joined or date trigger
2. Active event date
3. Messages (emails,
SMS)
7. Event reminders

36. Requirements:
1. Recurrent date trigger
2. List with a valid birthday
field
3. Messages (email, SMS,
web push)
4. Pipeline assignment –
Optional
8. The anniversary offer

37. Requirements:
1. Joined trigger
2. VBOUT form
3. VBOUT landing page –
Optional
4. Messages (email, SMS,
web push)
5. Retargeting – Optional
9. The exclusive coupon offer

38. Requirements:
1. Joined trigger
2. VBOUT form
3. Messages (email, SMS)
4. Negative feedback
collection form
5. Active public review
channel
10. The review request

39. Requirements:
1. Campaign sent (one
time or automated
email)
2. Active retargeting
channel
11. Retargeting from email

40. Requirements:
1. E-commerce triggers
2. Connected ecommerce store
3. Active product list
4. Messages (ecommerce emails, SMS, web push)
5. Pipeline assignment – Optional
 Abandoned cart
 Order confirmation
 Cross-sell
 Product review
 Loyalty
 Win-back
12. Ecommerce automations

41.  Abandoned cart
12. Ecommerce automations

42.  Order confirmation
 Cross-sell
 Product review
 Anniversary of the
first order
12. Ecommerce automations – Post purchase

43.  Loyalty
12. Ecommerce automations

44.  Win-back
12. Ecommerce automations

45. Requirements:
1. Recurrent date trigger
2. Active suppression list
13. Sunset policy automation

46. Requirements:
1. Joined trigger
2. Messages (email)
3. Task pipeline
14. Guided onboarding drip

47. Requirements:
1. Custom event trigger
2. Active VBOUT website
tracker
3. Messages (email, web push)
4. Pipeline assignment –
Optional
15. Website engagement alerts

48. Analytics

49. General metrics and KPIs:
1. Total sent
2. Total opened
3. Unique clicks
4. Conversions
General metrics and KPIs

50. Metrics and KPIs (by message):
1. URL click counter
2. Recipients
3. Pending
4. Bounces
5. Spam
6. Top domains (Gmail,
yahoo, Hotmail, iCloud,
etc…)
General metrics and KPIs

51. Resources

52. 6 automated
workflows for
marketing
agencies
Link

53. 7 automated
workflows
for SaaS
Link

54. 10 automated workflows for
Ecommerce
Link

55. 5 automated
workflows
for
training /
education
Link

56. 5 automated
workflows for
hospitality
Link

57. 4 automated
workflows for
health /
fitness
Link

58. Attendees Intros
July Meetup

59. Thank you!
July Meetup
July Meetup