How to Build an Automated Workflow

If you want to build workflow automation, think about a process you want to automate. Maybe your team wants to automate audience segments or targeted campaigns. Another option is to automate retargeting or abandoned cart emails.

You can make an automated workflow by using an if-then trigger for any marketing process. And that should get you started. We’ll be discussing what happens next. Keep reading to find out more. 

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Building an Automated Workflow

Here’s what you need to know about building an automated workflow. 

  • Setting Goals

First, you’ll set your goals. To determine your process and choose what you want the automation to accomplish. For example, if you’re automating the abandoned cart email process, is your goal only to decrease the number of abandoned carts? It’s just one goal; you can set many more. 

Abandoned cart emails are a severe problem and a large part of why the email marketing industry is struggling. 

The most important thing to consider when automating this process is whether your goal is to reduce the number of abandoned carts or whether you want to maximize conversion rates and higher revenue.

Workflow automation has many uses; one of them is to increase your average order rate. For this, you have to send product recommendations messages to your customers like the “You missed something!” message. Further, you can add product recommendations to google ads or social media ads.

What do you do if you get an order that doesn’t meet your expectations? In this case, you could send a message to the customer asking them to inform you of anything that might have slipped through the cracks.

If you’re creating a drip campaign, be distinctive about what actions you desire people to take. It’s an essential step any time you have numerous automation within a process because the audience action will activate the next step. 

When a contact’s action matches your final goal, the process is successfully done.

  • Working with Your Team

The automation of workflow and operations is a great way to reduce the workload for your team. It also improves the quality of work and the efficiency of your business.

Bring your plan to your team and convey the workflow automation process. Speak to everyone who will have a part in working with the automated process. 

  • Creating the Workflow

Automated workflows are like flowcharts, so they’re constructed in a visual format. Marketing automation utilizes a drag-and-drop tool for automation. It’s simple, and you can edit easily.

Set the trigger and the triggered response. And think about what could be the potential contact response. What are your triggers, and what will they launch in your system? Then, do it until it looks right. Always remember you can change it based on your result.

  • Moving Forward and Measuring Results

It’s necessary to check how your workflow automation is regularly working. Are you getting the results? Are they working well? If not, then what steps are missing? If everything is working well, then how do you keep at it? You can get the answers by identifying key performance indicators (KPIs), such as:

  • Conversion rates
  • Buyers lifetime value
  • Campaign’s return-on-investment (ROI)
  • Open and click-through rates
  • Average order value (AOV)

The designed campaign results will depend on the specific processes you have identified for automation. First, select a particular process, then keep a close eye on what it will do. Next, you’ll determine what you can do more with the same resources and time. After that, you will get excellent results.


Automated workflows are a great way to send more personalized messages with less effort. Tracking the response to those messages makes it easier to see what’s working best. After automation, you can save time in scheduling and sending emails.

This workflow automation lets you set up more specific audience segments and market them. It’ll lead to building solid relationships with your customers. If your message is relevant and valuable, your audience will come to view it and are more likely to click on them, ultimately increasing the conversion rate.

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