Setting up a marketing automation workflow

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However, transferring responsibility for even the most basic tasks to a program means knowing your customers and your business inside and out.

Segmenting your email list based on purchasing habits, average spend, location, and demographics can help you personalize the content each customer receives. Knowing consumers’ habits and interests allows you to predict their future purchasing intentions and better target your emails.

If you're a B2B software company, some customers will lebanon email list have the skills to install the software themselves. Other audience segments will need you to log into their system with remote device management software to install it for them. This is important to know: your sales team needs to know what the customer needs, and customers need messaging that's tailored to their needs.

You can also customize a series of emails tied to specific customer actions with automated workflows. You can set up a message offering a discount to new customers to trigger whenever a customer browses but doesn't buy or abandons their cart. You can also send welcome and thank you messages when a customer signs up or makes a purchase.

Automated follow-up emails As these always work best if they are personalized, perhaps displaying the customer’s name where appropriate. Including a clear call to action is also advantageous, as it is clear what customers should do next.