When setting up funnels, most people focus on marketing before the sale. But if you neglect to automate after the sale, you could be missing out on converting your customers a second time.
See Brennan walk through this workflow in this video he recorded. If you’re using Drip to send an email course, you’ll find that people are most eager to learn from you when they first sign up.
If you have a number of simple Automation Rules that you’ve created to work together, you can convert them to a Workflow and: Simplify and clean up your account Visualize how your rules work together in one flow Add extra segmentation and actions The transition requires some planning, and this article will show you how.
Easily add your email campaigns to your workflows with a simple action. This article will teach you how to add campaigns to workflows, along with some reasoning why campaigns might work better than One-off emails in your workflows.
Designing a Workflow to onboard trial users and customers of your SaaS app is simple. In its most basic form, your Onboarding Workflow will include a few goals:
When you finish building your Workflow and press the “Start” button, you’ll see subscribers make their way through your Workflow. Follow these steps if you need to make edits to your published Workflow.
Frequently asked questions about Visual Workflows. Included in this FAQ: Goals Workflow Best Practices
Immediately remove a subscriber from a workflow with Exits. You can strategically use Exits to prevent subscribers from remaining stuck in a workflow for indefinite periods of time.
Forks split your workflow path into multiple parallel paths so that you can run several actions at once—rather than waiting for a subscriber to complete a step before moving on to another.
Delays allow you to specify how long a subscriber should pause at targeted points in your workflows.