Marketo Automation Workflows You Need To Know - Transfunnel Consulting

 Marketo automation tool, a Software-as-a-Service (SaaS)-based software built by Adobe aims at enabling organisations to automate and identify the marketing engagement in measurable values. It streamlines the marketing workflows for new prospects and existing customers while saving time, energy and money.

Marketo automation is one of the most open and connected marketing platforms that identifies, engages and drives the customer experience by customer behaviour tracking.

So, if you are a marketer, looking for wide exposure and leveraging effective marketing campaigns, then the Marketo automation platform can ease your experience. Moreover, there is an array of features in the Marketo automation tool that you can exploit for the brand marketing campaigns to reap maximum results.


The key is to make your customers feel welcome through engaging landing pages, sending innovative emails, newsletters and adding e-books for nurturing brand relations with customers. However, this can be achieved by understanding the Marketo automation workflows for new and existing subscribers of your brand.


Your successful marketing automation campaign must incorporate more sales-qualified leads, a shorter and more efficient sales cycle, more conversions, more engaged customers, more cross-selling and up-selling and better marketing measurement. To begin your successful marketing campaign journey, the following Marketo automation workflows are vital to keeping score of:


  • Turn prospects into leads

When a prospect subscribes to your emails, it is an opportunity for you to convert it into a lead by following a standard yet engaging strategy. This begins with-

“Welcome!”


Welcoming your new subscribers by sending a trigger email.

“Can we interest you in something else?”


Sharing related and relevant resources to your new subscribers that they can download or simply read.


  • Turn leads into customers

The next step commences with strategizing to convert the new subscribers to customers with

“Who’s ready to buy?”


You can identify hot leads after observing specific resources and enabling sales to automatically intimate you.

“They’re perfect for us!”


Once you identify the hot leads, allow them to fill a targeted role form and after viewing their needs, requirements or patterns, send them personalized content emails. The sales team can also reach out to the customers personally with special offers and coupons.

“Let’s try again later on!”


If your lead is lost in CRM then you can route it back for nurturing it again and pursue it with a different strategy. You can define a distinct workflow for the different lead loss reasons and that can become your guiding light to nurture them in future.

“Keep us in mind for later”


Once lost, you can encourage those contacts a few months later by sending them a product update, a special offer, a customised coupon and attract their attention.

“Are you still with us?”


The subscribers, who are not opening your emails can be re-engaged by sending a personalised email as “we miss you”. You can also ask them to unsubscribe themselves from your email list very subtly to make them feel that you are not being too pushy.


  • Turn customers into highly engaged customers


“Welcome aboard!”

You can share a beginner’s guide, tips or manuals with your customers consistently to keep them engaged. This will notify them of offers, how to use the product or which product or service can be the best fit for them.


“Come see us at our next event!”

When you organise small events, online meets or hybrid sessions, you can invite your customers to your special list. This will make your promotions stronger and keep the engagement with the customers lively.


“Ready to take the next step?”

If a customer is unable to utilise the product or service to its full potential, you can guide them through a dedicated customer service solution or personal invitation to try a new solution.


“Don’t forget your renewal is coming soon!”

You can send updates, emails or notifications to your customers about a new launch or renewals for their subscription.


“Thanks for your business!”

You can send personalised and exclusive offers to your most loyal customers as part of the brand loyalty program.


“Ready to try something new?”

You can also send notifications and emails to your customers about the features of a product they might be a mission on or did not explore.


At TransFunnel, we assist you in developing the best and crystal clear marketing roadmap where performance is determined on the basis of the revenue generated and not just the Marketing Qualified Leads (MQL) delivered. Our team of certified Marketo inbound marketing, outbound and CRM experts will look at your current marketing tech stack and prepare a detailed plan to achieve results. In the session of planning the roadmap, our team will closely work with your sales and marketing teams, define performance metrics, document current processes and build the delivery plan for new processes.


Our Marketo consulting services offer technical and strategic support to help advice your team on best practices and processes to drive your business success. We help you maximise your return on investment with our Marketo consulting services and achieve your desired business outcomes.

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