10 Best Marketing Automation Workflows To Use In 2023

In the world of digital marketing, workflow automation is a powerful tool that allows businesses to streamline their marketing processes and deliver personalized experiences. In this blog, we will explore the benefits of using an expanded list type in workflow marketing automation. By segmenting your audience in a more detailed and targeted manner, you can create highly personalized and effective marketing campaigns that drive engagement and generate results. Join us as we uncover the potential of workflow marketing automation with an expanded list type and unlock new possibilities for your marketing strategies.

Workflow marketing automation offers the following main advantages:

Certainly! Here are the advantages of workflow marketing automation organized into two columns:

Efficiency growthMarketing teams can focus on higher-level efforts, save time by automating repetitive tasks, and have more opportunities for collaboration and idea exchange.
Increased accuracyAutomation reduces the possibility of human error, ensuring timely and accurate completion of marketing activities. Consistency in marketing initiatives is maintained, enhancing client confidence and credibility.
Better data and insightsWorkflow marketing automation platforms offer robust analytics features that enable teams to analyze and measure campaign performance. Data-driven decisions can be made to improve marketing initiatives based on this information.

Personalised, pertinent, and timely interactions offered by workflow marketing automation can also improve customer experience.  

For instance, a workflow automation platform can automatically send follow-up emails with discounts or other incentives to clients who have abandoned their shopping carts.

There are numerous tools for workflow marketing automation, each with a unique set of features and functionalities.

It’s crucial to consider your unique marketing needs and objectives when selecting a tool. 

Email automation, lead nurturing, customer segmentation, and analytics are typical characteristics to check for.

10 specific marketing automation workflows that you can try in 2023:

  1. Welcome Email Series: This workflow involves sending a series of automated emails to new subscribers or customers to introduce your brand, set expectations, and provide valuable information. Each email in the series can focus on different aspects, such as sharing your brand story, showcasing popular products or services, offering exclusive discounts, or inviting them to connect on social media. The goal is to make a positive first impression and build a strong foundation for the customer relationship.
  2. Abandoned Cart Recovery: When a customer adds items to their cart but doesn’t complete the purchase, this workflow automatically sends them a series of reminder emails. These emails can include personalized product recommendations, limited-time discounts, or free shipping offers to entice them to return and complete the purchase. The goal is to recover potentially lost sales and encourage customers to take action.
  3. Lead Nurturing Drip Campaign: This workflow is designed to nurture leads and guide them through the buyer’s journey. It involves sending a series of automated emails that deliver relevant and valuable content based on the lead’s interests and actions. The emails can provide educational resources, case studies, customer testimonials, and product information to help move the lead closer to making a purchase. The goal is to build trust, establish authority, and ultimately convert leads into customers.
  4. Customer Re-engagement Campaign: For inactive or dormant customers, this workflow aims to re-engage them and bring them back into the sales funnel. Automated emails are sent with personalized offers, exclusive discounts, or reminders of the benefits they can receive by re-engaging with your brand. The goal is to reignite their interest, encourage them to make a repeat purchase, and increase customer loyalty.
  5. Upsell/Cross-sell Campaign: This workflow targets existing customers to encourage additional purchases or upgrades. Based on their purchase history and preferences, automated emails are sent with personalized product recommendations, relevant upsell offers, or cross-sell suggestions. The goal is to increase the average order value and maximize customer lifetime value.
  6. Birthday or Anniversary Campaign: This workflow allows you to celebrate your customers’ special occasions by sending automated emails with personalized greetings, exclusive birthday discounts, or anniversary rewards. It helps to strengthen customer relationships, foster loyalty, and create a positive brand experience.
  7. Product Onboarding Campaign: When customers make a purchase, this workflow helps them get started with the product or service they’ve acquired. It includes a series of automated emails that provide step-by-step guides, tutorial videos, FAQs, and tips to help customers make the most of their purchase. The goal is to enhance the customer experience, reduce onboarding friction, and increase customer satisfaction.
  8. Customer Feedback Campaign: This workflow automates the process of collecting feedback and reviews from customers. Automated emails are sent requesting feedback on their recent purchase, overall experience, or specific aspects of your product or service. It helps you gather valuable insights, improve your offerings, and build social proof through positive reviews.
  9. Event Promotion Campaign: If you’re hosting an event, this workflow assists in promoting it. It includes automated emails with event details, early bird offers, speaker announcements, and reminders to encourage registrations. After the event, follow-up emails can be sent to thank attendees and provide post-event resources. The goal is to drive event attendance, engagement, and post-event actions.
  10. Post-Purchase Follow-up Campaign: This workflow focuses on maintaining a strong relationship with customers after their purchase. Automated emails can be sent to express gratitude, request product reviews or testimonials, provide additional resources, or offer loyalty rewards. The goal is to foster customer loyalty, encourage repeat purchases, and gather valuable feedback for continuous improvement.

Reasons why your business needs marketing automation workflows:

  1. Efficiency: Marketing automation workflows streamline repetitive tasks, saving time and effort for your marketing team.
  2. Personalization: Automation allows you to deliver personalized messages and content tailored to each individual’s preferences and behaviors.
  3. Lead Nurturing: Workflows enable you to nurture leads with automated, targeted communications, increasing the chances of converting them into customers.
  4. Customer Engagement: Automated workflows help you engage with customers at various touchpoints in their journey, delivering relevant information and offers.
  5. Scalability: With marketing automation, you can easily scale your marketing efforts as your business grows, reaching a larger audience without increasing manual effort.
  6. Improved Conversion Rates: By delivering the right message to the right person at the right time, marketing automation workflows can increase conversion rates and drive more sales.
  7. Data-Driven Insights: Automation tools provide valuable data and analytics, giving you insights into campaign performance, customer behavior, and areas for improvement.
  8. Customer Retention: Automated workflows allow you to stay connected with customers even after their initial purchase, fostering loyalty and encouraging repeat business.
  9. Cost-Effectiveness: Marketing automation helps you optimize your marketing budget by automating tasks and targeting the right audience, resulting in better ROI.
  10. Competitive Advantage: By leveraging marketing automation workflows, you can stay ahead of the competition, deliver exceptional customer experiences, and drive business growth.

Here is the list of some automation tools:

These are just a few of the most widely used marketing automation tools, and many others are available in the market.
Understanding your marketing objectives and target market is crucial before implementing process marketing automation.

Thanks to implementing the appropriate automation technologies and workflows, your efforts will be coordinated with your overall marketing plan.

Your processes may be built if you fully grasp your objectives and target market. 

This may entail outlining the procedures involved in each process, figuring out the events that set each process in motion and selecting the appropriate tools to automate each operation.

Additionally, assessing and regularly improving your workflow marketing automation initiatives is crucial.

This entails tracking, examining, and making necessary improvements to performance measures, including open email rates, conversion rates, and customer engagement.

Enhancing customer experience through workflow marketing automation.

The following are some ways workflow marketing automation can improve the client experience:

This might speed up response times and ease client frustration.

Security parameters of marketing automation

To safeguard sensitive information, stop unauthorised access and guarantee data privacy, marketing automation platforms have security measures like

i) Data encryption,

ii) Access controls, 

iii) User authentication, 

iv) Firewall protection,

Standard features of automation tools:

Different automation tools have different standard characteristics depending on the kind of tool and its intended use.

Nonetheless, some typical attributes of automation tools include the following:

Statistics on Workflow Marketing Automation:

Average ROI of Marketing Automation53%
Percentage of marketers who use automation for email marketing79%
Increase in conversion rates with personalized emails26%
Percentage of marketers who see improved customer engagement with automation68%
Average time saved by automating repetitive tasks per week6 hours
Increase in qualified leads with lead nurturing workflows47%
Percentage of marketers who use automation for customer segmentation64%
Reduction in cart abandonment rates with abandoned cart recovery workflows18%
Average increase in customer retention rate with re-engagement campaigns27%
Percentage of marketers who see improved campaign performance with automation72%

Percentage of Company Share in Workflow Marketing Automation Across Industries:

Industry% of Company Share
Financial Services25%


Marketing automation workflows offer tremendous benefits to businesses, providing enhanced efficiency, personalization, and customer engagement. By automating repetitive tasks, nurturing leads, and delivering targeted messages, businesses can optimize their marketing efforts, improve conversion rates, and drive growth. With data-driven insights, scalability, and cost-effectiveness, marketing automation workflows empower businesses to stay competitive in a dynamic digital landscape. Embracing marketing automation is not just a trend, but a strategic imperative for businesses seeking to optimize their marketing efforts and deliver exceptional customer experiences in today’s fast-paced and competitive business environment.