How to get started?
We know it sounds great! But how do you get started? Here are some steps, ideas, and best practices for e-commerce and retailers when designing automation flows.
Step 1: Define your purpose
What are your goals and objectives with the automation? Are you looking to activate new contacts, prevent customer churn, or simply welcome them as members without aiming for conversion at this stage?
Step 2: Set your success metrics
How can you track whether the automation achieves the results you hope for? What specific targets do you have in mind to measure its success?
Step 3: Decide on triggers
Which events would really inspire your contacts to enter the automation? Would it be based on their demographics, recent purchases, or perhaps how they’ve engaged with you? Maybe it’s when customers sign up as members, make that exciting purchase, or even haven’t shopped with you in a while.
According to premium fashion brand, By Malene Birger, think about grouping your customers by assigning labels along the way, such as bargain hunters, risk of churn, and high CLV. Use the labels to create segmentations and target audiences – and to prioritize what and when communication should be sent to the customer. Read the full success case here.
Step 4: Set Timings
When should the first message be sent? Should it be sent immediately as the contacts enter the automation, or after a certain period?
Step 5: Choose Channels:
What various touchpoints can automation be applied to? Which channels do you utilize to communicate with your contacts—email, SMS, or maybe even paid ads?
Step 6: Create content
What content should the communication include? A welcome message, membership confirmation, or an offer?
Step 7: Follow-up
Following up is just as important as having a great strategy! Consider what worked well to enhance your automation strategy for next time. It’s all about recognizing what makes an impact and making small adjustments to campaigns that might need a little help while also keeping workflows optimized to achieve even better results. How and when will you follow up with the contacts? Will reminders be sent out based on their actions?
The DIY store, Panduro says, “Learn from what works and what doesn’t when it comes to copy, content, and offers—then take what’s best and make it part of the automated communication.” Read the full success story here.
Let’s sum it up
Automated e-commerce marketing saves time, increases sales, and strengthens customer relationships. As top retailers have shown, personalized, timely automation drives real results. In fact, our customers have seen a 27% conversion increase, 215% more transactions, and 115% higher revenue since starting to use Voyado.
Want to grow your business? Learn more about Voyado’s marketing automation features here.