5 examples of marketing automation scenarios

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To help you better understand how to set up marketing automation scenarios , here are five examples of scenarios that you can carry out to optimize your interactions with your leads and customers:


Downloading a resource: When a user downloads a resource from your site , such as a white paper or case study, it’s a great opportunity to start a deeper conversation. For example, you could send a thank-you message and then offer them additional content.

Promotional content: You can also send more targeted promotions to some of your customers. For example, when a customer seems interested in a product because they have added it to their favorites or added it to their cart, you can send them a marketing SMS to offer them a special offer .

Asking for feedback: Once a customer has purchased one of your products or used one of your services, contact number list with name it can be interesting to collect their feedback. With marketing automation, you can set up a scenario that triggers the sending of a message asking for feedback a few days after the purchase. This can allow you to collect valuable testimonials that you can use to improve your offers and strengthen your credibility with your future customers.

Event Registration: Registering for your event, whether online or in-person, is a key moment to engage your prospects . You could send a registration confirmation with all the necessary information once an attendee has registered for your event. It is also possible to send a few reminders after registration to avoid forgetting.

Cart abandonment: Cart abandonment is a big problem for many online businesses. But you could turn it into an opportunity with marketing automation . Create a scenario that automatically sends a follow-up message to the person concerned. This message could, for example, include an incentive to purchase with a temporary discount or a reminder of the benefits of the selected products. This allows you to gain additional sales while improving your customer experience.



Which communication tools should you choose?
Now that you have segmented your contacts and set up your scenarios, you are missing one last thing: selecting the communication channel to use. And there is no secret: it depends again on your target and the needs of your contacts at a specific moment in their journey.

There is of course the timeless one: e-mail . It is certainly a tool that you may already use daily and that you know by heart.


Email has the advantage of being both flexible and suitable for targeted communication , while offering an excellent return on investment thanks to its high conversion rate . For example, you can send a simple welcome email after registration, or a reminder email for those who have not completed their purchase.

And why not diversify your communication by adding a complementary channel? We have the channel made for you, professional SMS !

Contact your customers easily: quick to write, quick to send, and quick to schedule via your workflows... SMS has only advantages, especially when it comes to saving you time (and therefore increasing your productivity)!

Offer short and concise content: Opt for a clear message, which you could supplement with a short link, for example. The latter offers your recipient an easy way to learn more about the product or service in question.

Take advantage of features that will make your life easier: capture the attention of your recipients by personalizing your message, whether it's simply the sender's name or its content. Analyze the statistics of your mailings to see what's not working and improve your future campaigns. Easily manage your contact lists to avoid certain errors such as duplicates or numbers that are no longer assigned, for example, this will save you from unnecessary mailings, etc.

In conclusion, the channel you choose must be the one that suits your audience . If your leads and customers need short , clear and concise content , allowing them to obtain more information if they wish, opt for professional SMS ! (That way, you can contact them all!). The bonus: we have developed an SMSFactor x HubSpot plugin allowing you to automate the sending of professional SMS in your marketing automation scenarios .



How do you know if it works?

To analyze the success of your marketing automation scenarios , there is nothing like observing your key metrics. This will allow you to continually improve and even create new scenarios.

In the long term, it will be easier to plan your future investments and maximize your ROI !

Study your audience engagement: to verify that the right scenarios are connected to the right targets.

Focus on A/B testing: identify the content that has the most potential.

Manage your time investment: How much time have you saved by not sending your communications manually? How much time have you not spent creating landing pages not linked to key scenarios?