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Use Cases of Marketing Automation

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  1. Onboarding Email Sequence:
    • Goal: Nurture new leads through an automated email series.
    • Use Case: Automatically send a welcome email when a new user registers. Follow up with a series of emails introducing your product, providing useful resources, and offering a discount on their first purchase.
    • How to Implement: Create a workflow with the trigger as a new user registration. Set the actions to send a series of emails over several days.
  2. Abandoned Cart Recovery:
    • Goal: Recover potentially lost sales from users who add items to their cart but don’t complete the purchase.
    • Use Case: If a customer adds products to their cart but doesn’t complete the purchase, send an automated reminder email or SMS with a link to complete the checkout and possibly offer a discount.
    • How to Implement: Set a trigger when an item is added to the cart but no purchase is made within 24 hours. Set an email action with a reminder and a discount code.
  3. Re-engagement Campaign:
    • Goal: Re-engage inactive customers.
    • Use Case: Automatically send a series of emails to contacts who haven’t interacted with your business in the last 6 months.
    • How to Implement: Create a segment of users who have not opened any emails or made any purchases in the last 6 months. Then, create a campaign that sends them re-engagement emails.
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