Create a Workflow on Hubspot
1. Define the goals of the welcome workflow
First of all, we need to be clear about what we want to achieve with our welcome workflow .
For example, if you are a company that sells software, one of your goals might be to welcome new members by offering them a coupon for a free first demo of your product and a personalized welcome message. Another goal might be to raise awareness of your products or services through a series of informative emails that present the benefits and features of the products you sell. Additionally, you might want to encourage users to take certain actions, such as signing up for your newsletter or starting to follow you on social media.
Defining your initial goals will help guide the entire workflow creation process , giving you the right direction to:
define which segments of your audience to send your communications to;
establish which and how many emails to send;
specify how often to send them;
outline the style and tone-of-voice of your communications.
2. Identify your target audience
Now, in addition to thinking about why we are creating a welcome workflow, we need to decide who we are addressing. Who are your contacts really? What are their demographic characteristics, interests or behaviors? A good CRM offers a lot of tools to segment our audience , such as contact lists, custom properties or integrations with other platforms.
In fact, with HubSpot you can send welcome messages with special offers to a specific list of people with the same characteristics . You can obtain this information, for example, by asking for it in the fields of the form that the person must fill out to download your content or by using the tracking tools on your channels to understand the behavior of your users.
Now, let's imagine again that we are a company that sells software. To segment and identify the target audience, we can use demographic, behavioral, or interest criteria . For example, we could segment the audience based on the region in which the company they work for is located (demographic criterion), whether they have already made a purchase in the past (behavioral criterion), or their interest in certain solutions (interest criterion).
How to Create a Contact List on Hubspot
3. Create personalized content
For a truly personal welcome workflow, you need unique content . As I said in the point above, I always recommend creating messages that fit what you know about your contacts , as well as your brand’s communication style. Imagine receiving a welcome message that, in addition to thanking you for signing up for the newsletter, also offers you a free consultation with an expert!
Suppose we have demographic information about the industry of the companies our contacts work for: we can use this data to send welcome messages with offers or promotions specific to a certain group of people. For example, a welcome message that allows you to request a free demo of a software that can help people who work in a certain industry solve a common problem.
If you want to use HubSpot for your campaigns, you can also use the content customizer to adapt the content of your emails (for example, CTAs or suggested articles) based on the preferences of your audience. This way, you denmark telegram mobile Phone Number list can give a truly personal welcome to the person who has discovered your business, increasing interest in your offer.
4. Define workflow triggers
Now we come to an essential point: we need to define the triggers that will start our welcome workflow. Triggers are the events that trigger the start of a workflow .
There are a lot of options to choose from. The most common are:
subscribing to a newsletter;
downloading content;
the purchase of a product.
You can also choose to combine these triggers or use specific contact information that you can get by filling out a form. If we choose the right triggers to start our workflow and the right time to send the first email, then we can say that the me
