If you are a regular reader of my blog and planning to create an automated workflow in HubSpot that will allow you to convert more leads in less time, then you are at the right place.
Well! Capturing the visitors from one stage to another is not a cakewalk. One needs to put their extra efforts to strategize, plan and implement. But HubSpot workflows makes this task effortless.
If you are on this blog then there are chances that you might be looking forward to building good relations with the visitors and converting them into leads using HubSpot workflows for the first time.
But need not worry! In this article, I will discuss the importance of HubSpot automation besides some HubSpot workflow tips that will help you create effective workflows effortlessly and in less time.
Now, without any further discussion, let's dive into this article to have an in-depth understanding of lead nurturing workflows in HubSpot.
Importance of automation in HubSpot
Now just think about the email you tend to open. In most of the cases, all the emails you receive are relevant to you and your interests. If you see the business emails in your inbox, there are chances that these are received from a business automation tool.
Without moving further, let's first know what automation is all about.
The main goal of the automation software is to process actions like send emails, assign contacts, etc. automatically. With automation, you will be able to nurture prospects with highly professional and customized content that further help you convert leads into potential customers.
Yes! It is all about providing the right content at the right time to the right audience. If you follow the same strategy, it would be easy for you to achieve your business goals without any hassle.
Now let's discuss how you can automate the tasks in HubSpot.
Well! Workflows are an amazing feature of HubSpot CRM, commonly known as the set of actions that are triggered on the basis of the contact information as well as their behaviour.
If you really want to make your workflow successful, it is essential to align it with your lead nurturing strategy. It is basically a process where you build relations with prospects so that you can easily earn their business when they are ready to avail the services.
All the information you gather after the submission of a form or by evaluating the contact's behaviour, you can easily segment the contacts on the basis of whether the contact opens or closes the email. Furthermore, it will help you create a personalized marketing experience.
Thus, by using workflows in the lead nurturing process, you can automate your inbound strategy, which will further enhance your productivity.
Now that you understand the importance of automation in lead nurturing, let's discuss some uncovered ways that will help you create lead nurturing workflows without any hassle.
Best practices for lead nurturing Workflows
There are no two opinions that email marketing campaigns are essential for your business success. After all, making strong relations with the customers is highly recommended as it will allow the prospects to make a purchase when they need.
But whenever you create workflows, make sure you do the below-mentioned things:
- Contact Segmentation: Contact segmentation is important as it will help you avoid sending the emails to the contacts who might mark your emails as spam. If you segment your contacts accurately, then you will be able to target the right customer and engage them by sending the right content at the right time.
- Email creation: Whenever you include emails in your lead nurturing workflows, make sure you consider the best practices like providing educational content, usage of personalization tokens, keeping goals in mind while creating emails, and many more.
Now that you have decided your target audience/ who you want to enrol and created emails successfully that you want to include in your workflows, so let's take a rundown at the best lead nurturing practices that you should always keep in mind while creating a workflow in HubSpot.
1- Strategize your Workflow
If you really want to create an amazing workflow which can be successfully turned on in the first attempt without any problem, then I recommend you to always plan your workflow on paper before building it in HubSpot. It will not only help you get an aerial view of your workflow but also allows you to perform the task successfully and in less time.
In this particular step, you also collaborate with your team members to make the best decision and know which will help you convert more leads. Indeed, creating workflows and turning it on is a big decision, so make sure both you and your team are confident about the way it is created or set up.
2- Define your objectives/goals
If you want to get the most out of your workflow then before creating one, make sure you define the goal of the workflow and understand why you are creating it in your HubSpot account.
If I talk about myself, then I usually create workflows to capture leads, convert it from one stage to another and inspire them to take specific actions such as asking for a demo, etc. You also might be the one who aims for the same objective.
If you have a goal before setting up the workflow, then you can easily analyze the reports that determine whether your created workflow is successful or not.
Well! There are two types of goals that you can define while creating a workflow, including Quantitative goals and Qualitative goals. So, always identify your goals before creating or setting up a workflow for nurturing quality leads.
3- Don't forget to choose Time delays
Another tip that will help you nurture more leads by creating perfect workflows in HubSpot is adding accurate time delays in your tasks added in workflows.
To follow this tip accurately think about the habits of your prospects.
- Which is the right time to reach your prospects?
- How often do you reach your prospects?
- How often do your prospects respond to your emails?
Yes! Timing plays a crucial role when it comes to nurturing prospects. Also, it is important to send enough information without bombarding the emails.
Now you might be thinking about what should be an average time delay that one should consider while creating workflows. As time delays depend on the interest of your audience, but on an average, it can be around 1 -2 days. So, don't forget to add time delays while creating workflows.
Useful reading- Delay a workflow until a day or time
4- Test your workflow before turning on and make adjustments
If you don't want to take any risk after turning on your workflow, then make sure you test your workflow before you trigger.
The best part about HubSpot is that you get a clear idea about how your emails are performing and which need to be improved so that it becomes easy to engage in more contacts.
Furthermore, if you feel like doing any updates, then it's the right time to take action because once the workflow is turned on, it cannot be stopped until it is processed completely.
This step will not only make your workflow more powerful but also allows you to nurture more leads in less time. So, if you are using workflows for lead nurturing, then it will not only save your time but also helps you provide an excellent experience to your prospects and keep them engaged.
Don't forget to check out- Best HubSpot Workflow Examples that will nurture your leads better.
In a Nutshell
Indeed, creating a lead nurturing campaign using workflows is one of the easiest and effective ways to achieve the objectives. But it's also true that creating a workflow is not a cakewalk.
But, if you will keep the above-mentioned points in mind, then it would be effortless for you to create powerful lead nurturing workflows in HubSpot without any hassle.
Still, if you have any second thoughts and want assistance in creating lead nurturing workflows, feel free to contact us. Our HubSpot professionals are there to help you 24*7.