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You have to use these 3 HubSpot Workflows

Written by Kenny Lloyd | Dec 2, 2022 3:54:00 PM

The "thank you" workflow - sends a thank-you email after someone subscribes to your blog

 

Running a successful blog takes more than just writing great content. It would be best if you also built a community of engaged readers interested in what you have to say. A great way to do this is to set up a "thank you" workflow that sends a thank-you email after someone subscribes to your blog. Enrollment criteria for this workflow could be simple as an email subscription. Once someone subscribes to your blog, they will automatically receive a thank-you email from you. This is a great way to build relationships with your readers and show them that you appreciate their support.

 

To build this workflow, start by setting the enrollment criteria for new subscribers to the blog. There are various ways to do this, but a simple one is to target the email subscription type you're using for your blog.

When setting up workflow enrollment criteria, you'll want to consider whether or not to use re-enrollment criteria. Re-enrollment criteria are optional, but they can help you ensure that any existing subscribers who already received the thank-you email don't get it again.

 

Next, send them a marketing email thanking them for subscribing. You can create a simple email or use HubSpot's robust editor to craft the best email.

 

And that's it! Your new blog subscribers will receive a nice thank you email that starts to build the relationship immediately. Additionally, you could have the workflow create a task for you or one of your team members to follow up with the new subscriber.

 

The "welcome" workflow - sends a welcome email when someone signs up for your product

 

Automated welcome email workflows are a great way to give your new users a great first experience with your product. By setting up a workflow that sends a welcome email when someone signs up for your product, you can introduce them to it in a friendly and helpful way. Automated workflows can save you time by automatically delivering the welcome email without you having to lift a finger.

 

An automated welcome email is a great way to increase customer trust. When someone signs up for your product, a welcome email is a perfect opportunity to introduce them to your product and show them what to expect. A good welcome email should include the following:

-Your company's logo and a brief introduction

-Information about your product or service

-How to get started using your product

-Links to your company's social media profiles

-A coupon or other offer for your product or service

 

Including all this information in your automated welcome email can help new users feel comfortable with your product and encourage them to use it immediately. Plus, it can help you build relationships with your new customers and show them that you're invested in their success.

 

There are many ways to set up automated welcome email workflows. One popular option is to use HubSpot's Automation Workflows tool. This tool makes it easy to create and manage automated workflows, including welcome emails. With HubSpot, you can easily add new contacts, specify when the workflow should trigger, and customize the email template. Plus, HubSpot's reporting tools make it easy to track the performance of your automated workflows, so you can see how they're impacting your business. If you're looking for an easy and effective way to automate your welcome emails, HubSpot is a great option.

 

 

The "onboarding" workflow - helps new users get started with your product or service

 

Getting started with a new product or service can be daunting - especially if it's something complex like an enterprise software application. That's why many companies have implemented "onboarding" workflows to help new users get up and running quickly and easily. Onboarding workflows typically involve a series of customer service interactions, often starting with a welcome call or email followed by how-to guides, FAQs, and live support sessions.

 

Looking to create a workflow that helps new users get started with your product or service? HubSpot's Automation tool can help. With HubSpot, you can easily create workflows that send marketing emails, create tasks, and have delays between each step. This makes it easy to set up a streamlined onboarding process that helps new users get up and running quickly and easily.

 

A well-timed marketing email nurture campaign, with helpful tips about tools new users are likely to be introduced to, can also speed up the process. Even further, if you are a SaaS company and integrate your user data into HubSpot, you can trigger helpful emails from users' actions. Here's an example marketing email you could send to new users:

 

Hi there!

 

If you're new to our product, we've put together a few helpful tips to get you started. Below are some tools and features you'll likely be introduced to when you start using our product. We hope you find them helpful!

 

-The search bar: This is a great way to find what you're looking for quickly and easily.

-The menu bar: This is where you'll find all the tools and features available in our product.

-The help center: This is your go-to source for answers to all of your questions.

-The settings menu: This is where you'll configure your account and settings.

 

We hope you find these tips helpful! If you have any questions, don't hesitate to contact us. We're here to help you get the most out of our product.

 

By providing new users with the resources they need to succeed, onboarding workflows can help to reduce customer churn and boost customer satisfaction. As a result, they are an essential part of any company's customer success strategy.

 

In conclusion

 

Workflows like the ones we've looked at are a great way to show your customers that you appreciate their subscription or purchase. They also provide an opportunity to onboard new users and help them get started with your product or service. If you need help building these or other workflows, contact us today. Our team of experts will be happy to assist you in creating a customer experience that exceeds expectations. Thanks for reading!