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Marketing Workflow 8 Best Ways To Increase Productivity

by Luke
December 4, 2023
in Business
Reading Time: 11 mins read
Marketing Workflow

Marketing Workflow 8 steps you should automate to increase productivity by 10 times Have you ever attempted to advertise a good or service but been overburdened with work? There are so many activities available that it may get stressful! You have to handle social media, write material, and send emails. These are all components of what’s referred to as a marketing workflow.

Table of Contents
Marketing Workflow 8 Best Ways To Increase Productivity
What is marketing workflow?
3 key reasons you need a marketing workflow
1. To Clearly define the roles and responsibilities
2. Set up expectations for measurable high-quality work
3. Help in meeting the deadlines
How to create a marketing workflow?
1. Organize the tasks
2. Automate Repetitive tasks
3. Communicate
A sneak peek into GoVisually’s Content workflow automation
How to automate marketing workflow?
1. Social media
Scheduling
Repurposing Content
Hashtag Research
Content Curation
Analytical
2. Lead nurturing
Use targeted email campaigns
Implement lead scoring
Send personalized content
Use chatbots
3. Email marketing
Welcome emails
Abandoned cart emails
Birthday or anniversary emails
Re-engagement Campaigns
A/B testing
4. SEO Workflow
Keyword research
Make it mobile-friendly
Master the art of linking
Create engaging content
Track analytics
5. Customer care
6. Events workflow
7. Re-engagement Workflow
8. Proofing, feedback, and approval automation
Sign up for GoVisually to 10X your feedback productivity!
Final Word

Marketing Workflow 8 Best Ways To Increase Productivity

In this article, you can know about Marketing Workflow here are the details below;

This post covers all the information you require to understand the marketing workflow, including how to automate it and eight successful automations. To discover the top marketing workflow strategies, continue reading.

Now let’s get started!

What is marketing workflow?

A marketing team’s set of procedures for developing and implementing a campaign is called a workflow.

Making sure that everyone in the team is aware of their responsibilities and when they are due is the goal. In the marketing pipeline, automating some tasks can save a lot of time, cut down on errors, and improve outcomes.

For example, you can use technology to send each team member a tailored email rather than spending hours giving them all the same message. The process of automating marketing processes is known as this.

3 key reasons you need a marketing workflow

Without a plan, marketing projects can soon become chaotic. Workflows for marketing can help with it. These well-organized procedures guarantee that projects run well from beginning to end and help keep everyone on schedule.

For your upcoming project, you should use marketing workflows for the following reasons:

Three main arguments in favor of a marketing workflow

1. To Clearly define the roles and responsibilities

Have you ever collaborated with a group of people on a project?

Conflicts between roles and responsibilities can result in time and resource waste. By clearly defining each duty, an organized marketing workflow helps to reduce overlap and duplication of effort.

Yes, it may be rather annoying at times.

When a marketing workflow is well established, everyone is aware of exactly what has to be done when. By doing this, you can ensure that everyone is working toward the same goal and enhance team alignment.

Assume you are introducing a new product. launching a landing page, launching email campaigns, and putting up social media advertisements are all possible steps in your marketing workflow. Every team associate is fully aware of their assigned responsibilities and the deadlines for completing them.

2. Set up expectations for measurable high-quality work

Projects that get disorganized are prone to going wrong. Workflows for marketing are crucial because of this. They aid in making sure that assignments are finished on schedule and to a high standard.

The consistency and caliber of your projects are within your control when you prioritize your tasks and set up task dependencies.

Furthermore, the success of their marketing campaigns is what every marketer hopes for. You can only accomplish this by creating a workflow plan for marketing!

To accomplish that, you need a defined marketing pipeline that guarantees timely project completion and enhances coordination. The key to running effective marketing initiatives is monitoring progress and spotting roadblocks.

3. Help in meeting the deadlines

How do you make sure you fulfill such deadlines without compromising the caliber of the work you produce? through establishing a marketing workflow!

You can define the project timeframe from the beginning with the aid of a well-defined procedure. As a result, team members can keep up their pace for the duration of the project. In the end, it results in a project that is completed more quickly and leaves more time for adjustments.

Let’s say you are managing a social media marketing campaign. Planning posts and making a content calendar are possible steps in your marketing approach. Establishing task dependencies and deadlines guarantees a timely and successful campaign launch.

How to create a marketing workflow?

As a marketer or business owner, you understand the significance of effective marketing. However, it might be challenging to know where to begin with so many other responsibilities and channels to handle.

This is where streamlining your marketing process comes in handy; it may boost productivity, save wasted time, and eventually boost sales.

1. Organize the tasks

Setting up a plan and structure for your marketing responsibilities should be your first priority. This entails determining what must be done, when it must be done, and who is in charge of carrying it out.

You may stay on schedule by developing a strong marketing plan, employing project management software, establishing deadlines, and delegating work to team members.

2. Automate Repetitive tasks

Automating repetitive processes is another approach to save time. Among the duties that can be automated are email campaign scheduling, social media post scheduling, and analytics tracking. You may now concentrate on more crucial work because of this.

3. Communicate

Marketing is a team effort. There are several team members involved. Therefore, the secret to a successful campaign is effective collaboration. To guarantee that everyone is in agreement and working toward the same objectives, collaboration tools and a well-defined approval process are recommended.

A sneak peek into GoVisually’s Content workflow automation

At GoVisually, we automate workflows as we work!

Therefore, we use the Asana board as one tool to manage the content development process for the blog. To indicate the work state, we have a Kanban board set up on Asana with different categories.

This is a screen grab of the categories our blog posts are organized into.

Observe how straightforward, easy, and fast to digest it is. The notion is that automation ought to be simple. Keep in mind that you should simplify rather than overcomplicate your job procedure.

Every job has comprehensive information on who it is given to, when it is due, and other pertinent data that must be completed. We may readily monitor each task’s progress by using these columns.

Therefore, I would suggest that you start with a basic board like this to keep track of your content development process if you want to automate it.

How to automate marketing workflow?

Eight automated marketing workflows for today

1. Social media

These days, social media is a crucial component of any marketing plan. Posting often across several platforms, though, can be difficult and time-consuming. Here’s where automation can really make a difference.

For an improved marketing workflow, consider automating the following social media posting tasks:

Scheduling

You may save a lot of time by planning your social media postings ahead of time. Hootsuite, Buffer, and Sprout Social are just a few examples of apps that let you schedule articles for various networks, specify the time and date of publication, and even see a preview of your posts before they publish.

Repurposing Content

You may maintain the activity of your social media platforms without continuously producing new content by repurposing existing content.

Hashtag Research

Success on social media depends on hashtags, but finding the right ones can take some effort. You may identify appropriate hashtags for your sector and have them automatically suggested for your posts with the use of tools like Hashtagify or RiteTag.

Content Curation

One of the best ways to stand out from the crowd and add value for your audience is to share industry-relevant content from third parties. You can automatically publish range on your social network platforms by curating it using a number of apps, such as Pocket or Feedly.

Analytical

Monitoring your social media routine is essential to learning what strategies and tactics work and don’t for your company. Detailed metrics on your social media networks are available through tools like Hootsuite and Sprout Social.

2. Lead nurturing

An essential step in the marketing process is lead nurturing. This is due to the fact that it facilitates the development of rapport with prospective clients and helps them move through the sales funnel. On the other hand, personally nurturing leads might take a lot of time and work. This is the role of automation.

You may save time and make sure your leads get the attention they require to eventually become customers by automating your lead nurturing process. Lead nurturing technologies such as HubSpot, Pardot, Active Campaign, and so on can assist you in completing the work.

Using marketing automation software, according to as much as 80% of marketers, increased lead generation.

You can automate your lead nurturing process in the following ways:

Use targeted email campaigns

Create automated email campaigns that are started when a lead does a particular action, like downloading a whitepaper or completing a contact form. This guarantees that the material you send to your leads is pertinent to their requirements and interests.

Implement lead scoring

Based on their behaviors & interactions with your brand, each lead is given a numerical value through lead scoring. You can quickly select the most qualified leads and be prepared for additional engagement by automating this process.

Send personalized content

Generic content does not engage readers or convert leads as well as personalized content does.

Use chatbots

By instantly answering frequently asked questions and queries, web chatbots are an excellent tool for automating lead nurturing.

3. Email marketing

Although email marketing is a great approach to engage your audience and motivate them to act, managing it manually can be difficult and time-consuming. By using automation technologies, you may deliver targeted and customized messages to your subscribers while saving time and streamlining the process.

The following advice will assist you in automating your email marketing workflow:

Welcome emails

Upon registration, automatically send new subscribers a warm and customized welcome email. This facilitates building rapport with your audience.

Abandoned cart emails

Customers who add consequences to their online shopping basket but don’t finish the transaction should receive an automated email. Recovering lost sales and boosting revenue are possible with this reminder.

Birthday or anniversary emails

Send an automated email with a customized discount or promotion to your subscribers on their special occasions. This has the potential to improve client retention and foster loyalty.

Re-engagement Campaigns

Send an automatic re-engagement campaign to subscribers who haven’t opened or connected on your emails in a while in an attempt to get them to rejoin. This can involve providing them with a unique deal or incentive to motivate them to act. Also check Online Security Risks

A/B testing

To find out which subject lines, email content, and calls-to-action work best with your audience, test them all using automation tools. You can improve the usefulness of your email campaigns by doing this.

4. SEO Workflow

You must make sure that your website shows up at the top of search results if you want people to find it.

Here are a few tips to improve the SEO friendliness of your website:

Keyword research

You may locate the proper keywords with the use of numerous programs, such as Ahrefs, SEMrush, and Google Keyword Planner. Choosing the appropriate keywords will enable you to produce range that appeals to your target market.

Make it mobile-friendly

Make sure your website is simple for quest engines to interpret once you have chosen the appropriate keywords. That entails making sure the structure of your website is appropriate. Additionally, make sure your website functions properly and loads rapidly across all platforms, including tablets and phones.

Master the art of linking

Another way you can improve your SEO is through linking! Making sure other websites link back to yours is all that’s required. This signals to search engines the importance and relevancy of your website, increasing the likelihood that they will display it in search results.

Create engaging content

It’s also critical to create informative and interesting content for your website. This could be infographics, videos, blog entries, or other helpful content for your target audience.

Track analytics

Monitoring the efficacy of your SEO efforts is crucial. You can track backlinks, keyword ranks, and website traffic with tools like SEMrush, Google Analytics, and Search Console.

5. Customer care

Testimonials and evaluations from previous clients are essential for gaining the confidence and allegiance of prospective clients. It’s not always simple to encourage customers to submit reviews, though. Customers who have had negative experiences are occasionally more inclined than those who have had positive ones to write reviews. Making it as simple as possible for consumers to post reviews and automating the process are crucial for this reason.

You don’t need to personally contact customers to ask them to post a review if you set up an automated email workflow. By doing this, you can target several clients at once and save time. Additionally, since customers will be subtly prompted to leave a review, the likelihood of them doing so is increased.

Once clients are onboarded and have had an opportunity to try your product or assistance, you can email them to implement this workflow. Make sure you include links to the review part of your website as well as review websites such as Yelp or Google My Business. This streamlines the procedure and gives customers the option to select the preferred site for leaving reviews.

A crucial component of this process is making sure that clients and team members are motivated to provide feedback. This enhances your goods and services and can yield insightful information for further advancements. Remember to reply to both favorable and unfavorable evaluations to demonstrate that you appreciate client input and are making an effort to enhance their experience.

6. Events workflow

The task of planning a conference or event is quite difficult. There’s a ton to be done!

It can be a time-consuming procedure to promote the event and get speakers and vendors. One method to simplify is to automate your event/conference marketing workflow.

Make a schedule of all the marketing tasks that need to be completed first. This covers publishing on social media and sending email invites, among other things. The next step is to put up an automation system that will schedule every task.

Don’t forget to provide your communications with guests a personal touch. Create recurring emails to thank them for coming later, to confirm their registration, and to remind them about the event. This is really beneficial since it can establish a reliable connection with the audience.

Think about utilizing automation to get participant input during the event. You can use your phone to set up questionnaires or surveys that guests can fill out automatically. This will allow you to collect important data for upcoming events.

To continue the conversation, get in touch with attendees after the event. Create automated emails that solicit comments on the event and advertise related items or activities.

7. Re-engagement Workflow

Customers can become inactive and lose interest in your brand’s products. When this occurs, it’s critical to launch a re-engagement campaign to win them back. You may automate the entire campaign to send emails automatically, which will make it easier and take less time.

You can utilize well-known email marketing platforms like Mailchimp, Woodpecker, or ElasticEmail to set up a re-engagement pipeline. You can design a customized campaign to re-engage clients or give them the option to unsubscribe if they have lost interest, depending on your brand and offerings.

In your email marketing system, you need to develop an email template and establish a trigger in order to automate the procedure. To get your email straight to the inboxes of your disengaged users, you can choose unopened emails or unengaged users as triggers. You may re-engage dormant consumers and maintain the direction of your marketing campaigns by using the appropriate tools and tactics.

8. Proofing, feedback, and approval automation

If you’ve ever worked on a project, you probably understand how important it is to get input from clients and team members. However, it might be difficult to gather feedback on a regular basis without bothering your clients or colleagues with too many inquiries.

Without adding much more work to anyone’s plate, automating your feedback gathering methods can improve the efficiency of your marketing operation and provide insightful information about the viewpoints of clients or team members.

By taking into account the opinions of clients or team members, automating the process of gathering feedback will enhance your marketing endeavors while saving time and money. Nobody knows your product or service better than people who use it or work with it on a regular basis, after all!

When producing marketing materials, proofreading is crucial. But it can take a while to review and approve drawings, particularly when several team members are engaged. Miscommunication can happen and things can get out of control very quickly. Also check Cheap Marketing Strategies

There may be terrible outcomes from this.

Fortunately, GoVisually can assist you in avoiding these obstacles. Automated notifications and alerts are simple to set up.

By doing so, it will be easier to meet deadlines and make sure that everyone is in agreement. You may save time, cut down on errors, and make sure your finished work lives up to your brand’s standards by automating the proofing and reviewing process.

Sign up for GoVisually to 10X your feedback productivity!

Are you wondering if there’s an all-in-one platform that can conveniently collect input from clients and team members, automate the review and approval process, and eliminate lengthy email chains?

With the online proofing tool GoVisually, you may simplify the review procedure and facilitate team member cooperation.

You can upload designs to GoVisually and distribute them to your team for review and approval. It also provides a single platform on which to track changes, post comments, and grant approvals.

You can forget about getting input from different team members or sending several emails with different versions of your drawings when you use GoVisually. Changes are done in real time and everyone is on the same page thanks to the tool’s user-friendly UI and collaborative tools.

You can save even more time & effort by using the automation tools to set up approval workflows that send drawings to the appropriate person for evaluation and comments automatically.

Therefore, GoVisually is the ideal choice if you run a marketing or creative business and want to automate your marketing operations!

Final Word

I promise you that no one is more aware of the stress that comes with automation than content marketers!

We argue for hours, sometimes even days, over how to make the work procedures more efficient and straightforward.

Here’s a glimpse of our core team during our 2022 retreat, plunged into a deep silence following a lengthy discussion about automating workflows.

Your business should always be centered around ease of use and accessibility. Instead of spending hours on tasks that can be simply automated, your team will have more time to study and focus on the product or core services.

Furthermore, even seemingly simple chores might take hours to complete and exhaust you. Because of this, it is imperative that marketing workflows be automated whenever feasible. You will have extra time as a result to develop procedures and concentrate on other tasks.

I’ve looked at the eight procedures that can be automated in this post to create a marketing campaign that works. Tell me what you think about this.

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