Reasons to use workflows in marketing campaigns

Do you know what workflows are and what they are for? Workflows, or workflows, are the automation of processes through a series of configurable steps that help plan and automate marketing campaigns. Learn more about: What are HubSpot workflows and how can they automate processes?. 

All this automation allows you to easily configure the activity of contacts registered in HubSpot, which can be used as events or conditions to trigger actions, which can be adjusted to meet the demands of a project and the creation of more sophisticated marketing campaigns. 

But what benefits do workflows offer us in our day-to-day work with clients and the creation of campaigns? Here are some of the most important ones:

• Help build strong relationships with your customers through the use of email and SMS.
• Enables the sending of personalized messages to precisely the right audience. For example, by recent activity on your website.
• Generate discount coupons to encourage users to repurchase.
• Deliver offers to customers through activity alerts and information about content of interest to them.
• Constantly update your database, eliminating inactive contacts or redirecting them to different stages of the campaign.
• Simplify the campaign management process and specify various actions and conditions to achieve objectives.

You may be interested in: How to create a workflow step by step in HubSpot?

HubSpot's marketing automation platform helps your marketing and sales teams improve their process and simplify day-to-day tasks. Plus, it allows your team to set these tasks to trigger automatically based on a specific action.

This means that instead of your marketing team having to check data every day to see if your outreach has gathered qualified leads, either in marketing or sales, they can set up automation through the workflows tool in HubSpot that automatically filters qualified leads and sends them to the right place at the right time.

Get Marketing Hub Pro inside the CRM and take advantage of HubSpot's marketing automation tools, so your team can do the following:

1. Present data clearly and accurately to your team: This is thanks to HubSpot's multiple reporting dashboards and custom reporting capabilities.
2. Take immediate action based on user information and data: When your website visitors take an action, such as filling out a form, HubSpot can automatically enter them into a welcome email workflow, send their information to your sales team and/or notify your team what content the visitor has read, among other automated features.
3. Link marketing efforts directly to revenue: They need to know if the marketing actions you're taking are generating more leads and sales. As long as your team is setting things up and reporting things accurately, HubSpot can show how your marketing campaigns are working and what you need to improve.

HubSpot's worflows is a powerful tool that makes nurturing your leads, managing your sales pipeline and marketing automation really easy. Plus, it allows you and your team to understand where your leads are in the decision-making process and what you need to do to make the sale. Learn about: HubSpot Evolution in the use of CRM!

Once you understand what you want to achieve through targeting, establish the ways in which marketing automation can help you achieve them. It can be as simple as an automated email in response to a contact form submission, or as complex as a series of paths that prospects go through depending on their actions (if someone fills out this form and downloads this guide, then we send them this piece of relevant content, etc.).

The important thing is to implement your strategy, this process is based on trial and error, but the most important thing is to know how to recognize what you are doing wrong in order to have a continuous improvement. This means publishing your workflows and implementing them, and then focusing on testing and improving as you go.