Michal Krejčí
One of the core features the marketing tool Boldem offers is automations. In this article you will learn what automations are, how they are used in marketing, and find links to guides on creating and using automations.
What are automations?
As the name suggests, it’s an elegant solution for tasks you’d otherwise have to do manually. The same applies to marketing, where automation is used to simplify and speed up various workflows and to better build and maintain customer relationships. Examples include:
- Automated campaigns – instead of manually preparing individual campaigns for groups of recipients, you set the workflow and criteria for contacting your recipients, and Boldem’s automation takes care of the rest — once, at regular intervals, and based on the parameter you choose. For example, it can automatically send greetings for name days, birthdays, or other anniversaries, which can include automatically inserted promo codes, or welcome a new recipient to your online store immediately or a certain number of days after registration.
- Automatically sent email series – when creating automations you don’t have to limit yourself to just one email. Quite the opposite! With Boldem you can send a whole series of emails at different times and gradually entice customers with new offers or inspire them to make another purchase.
- Targeted outreach to relevant recipient groups – if you upload data from your online store to Boldem about customers’ completed orders, you can easily send them targeted campaigns via automations to encourage repeat purchases or other desired interactions.
- Personalized automated deliveries – Boldem not only makes automated sending easier, it also simplifies communication with your customers by correctly declining their first name, last name, or both, i.e., using the proper form, and your messages will instantly become more attractive to the recipient and will definitely stand out among other generic greetings.
- Identifying potential customers – based on recipients’ reactions to campaigns, you can automatically send personalized content relevant to a specific group of recipients, or reach out to customers who haven’t purchased in a while but may be likely to buy.
These processes and many others are essential to get the most out of and grow your customer base, and manually creating groups, contacting customers, and building campaigns would be neither efficient nor realistic and would leave plenty of room for error. That’s why Boldem automations are available to simplify most of these repetitive tasks for you.
In short, properly set up and thoroughly tested marketing automations will help you save time, increase efficiency, and achieve better results when reaching out to your clients.
Can we set up automation in Boldem ourselves?
Of course! Creating an automation is just as easy as creating a regular campaign; you’ll only spend a little more time testing.
To create an automation, you’ll need:
- The goal you want to achieve with automation.
- The scenario the automation should follow.
- Transactional template (if the automation includes email dispatch).
- Activated E-mailing plan.
Below you’ll find a list of recommended automations. With the E-mailing plan, you won’t be limited and can create automations exactly the way you want.
Can you set up automations for me?
Absolutely! Custom automation development is a paid service that our sales team will be happy to quote for you. To fully accommodate you in creating the automation, we’ll need the following from you:
- The goal you want to achieve with automation.
- The scenario the automation should follow.
- Transactional template (if the automation includes email dispatch).
- Activated E-mailing plan.
As soon as you have this information, feel free to contact our sales department.
Recommended automations
Below you’ll find links to automations we recommend using to efficiently maintain personalized contact with your customers and build awareness of your brand.
Welcome campaign for new users
When a new customer signs up for your newsletter, for new posts from your blog, or makes a purchase in your online store, it’s best to contact them in the most personal way possible. Boldem makes welcoming new customers as easy as possible. Just choose a mailing list and a template, and the automated system will take care of the rest, sending your message with the correct salutation.
How to set up an automation to welcome users.
Christmas, holiday, or anniversary automations
Celebrate your customers’ anniversaries and send them a gift or promo code! With Boldem, you can automatically send messages to your customers on occasions like name days or based on your own data, such as date of birth, first purchase date, first registration date, and so on.
How to set up anniversary automation.
Abandoned Cart Recovery
On average, up to 70% of shopping carts in online stores are abandoned. We have a solution for that! Simply integrate your online store with Boldem and you can automatically and precisely target customers who added items to their shopping cart but didn’t complete the purchase.
How to set up an automation to recover abandoned carts.
Automated reactivation campaign to win back customers
Win back customers who haven’t purchased in a while. Automatically send them a single re-engagement email—or a series of reactivation emails spaced out over time—to encourage another purchase, remind them about your tag, and share updates. Set up the automation once and Boldem will handle sending the messages for you.
How to set up reactivation automation to win back customers.
Automated post-purchase related product offers
Reach customers who are actively spending and offer related products after they’ve bought a certain type of item in your store, keeping their attention not only through personalization and targeted related content, but also with discounts. Ideal for automatically offering post-purchase services — extended warranties, insurance — or for sending purchase-related information such as how-to videos, manuals, invitations to user communities, and more.
How to set up automation to offer related products after purchase.
More automations
With the E-mailing plan you can create unlimited automations that let you acquire new customers, reengage customers who purchased in the past, reach newly registered prospects, send targeted emails to customers on anniversaries, or even target customers based on what they specifically bought before or what’s currently in their shopping cart.
