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Level up your marketing automation by creating personalized, informative, and data-driven customer journeys. Send emails, assign to lists, tag prospects, and more based on prospect behavior throughout a journey.
Effective journeys can drive a multitude of efforts across your business. From onboarding and lead nurturing to customer retention and re-engagement, Insightly Marketing’s Journey Builder empowers you to craft personalized, multi-step campaigns tailored to diverse business objectives.
Creating multi-step email sequences within Insightly Marketing offers a versatile and powerful approach to guide customers through various journey stages. This feature can foster awareness, propel action, facilitate adoption, and encourage advocacy.
Here are some example use cases for multi-step email sequences:
A customer-centric marketing approach aims to nurture relationships with multi-touch content and logical next-best actions. Multi-touch content involves delivering diverse, valuable, and engaging materials across various touchpoints. This content could include informative blog posts, webinars, and personalized emails.
Complementing this content strategy are logical next-best actions involving automated responses tailored to individual customer behaviors. You can predict and trigger the most relevant follow-up actions by leveraging insights gathered from previous interactions. For example, suppose a customer engages with a specific type of content. In that case, the logical next-best action might be to offer related materials, invite them to a webinar, or present a targeted promotional offer.
This combined approach ensures a continuous and personalized customer journey and aligns with the customer’s evolving interests. It goes beyond one-size-fits-all marketing, acknowledging the uniqueness of each customer and adapting the strategy based on their responses.
Automating actions based on customer interest and intent is a powerful feature within Insightly Marketing. This capability enhances efficiency and ensures timely and personalized interactions.
Automating notifications, lead scoring, and workflows based on customer interest and intent is a cornerstone of responsive and customer-centric marketing. This strategic use of automation ensures that businesses can deliver timely, relevant, and personalized interactions that align precisely with their audience’s evolving needs and behaviors.
Journeys are utilized for nurturing potential customers, tracking journeys, and streamlining customer interactions. The Journey Builder in Insightly Marketing structures an automated path, guiding prospects through the process. The endpoint of a prospect’s journey depends on their guided interactions.
Typically, journeys start with email outreach to one or more lists. The next steps are determined by prospect engagement, with configurable sequences leading to linear or branching paths based on interactions. Journeys can be designed and initiated later, allowing flexibility for readiness among lists or prospects.
One of the benefits of using Insightly Marketing is that the journey feature is so intuitive. To build a journey, you start by choosing an action like sending an email, choosing the timing, and then choosing what will happen if that email is opened or not. The next step could be to send another email, add that contact to a list, drop a tag on the prospect, etc. You repeat these choices, and you have a journey. This short video shows a journey built live.
Journey stats can be reviewed for Journeys with a Running or Completed status. When you click on the journey map, you can see how many prospects are in a journey and what percentage of your prospects make it to each step. You can drill down on any action or trigger for more detail.