ExpertSender - February 1, 2016

ExpertSender’s Workflows, a new visual Marketing Automation Builder

Email provider ExpertSender has recently added a new feature called Workflows to their email marketing platform. The new functionality facilitates the process of executing complex email marketing campaigns. Through a visual Marketing Automation Builder it allows marketers to automate customer/subscriber life cycles according to the predefined sequence of events.

ExpertSender users could always automate based on business rules and advanced segmentation before, but now more functionality is presented. The segmentation can be used in workflows as well to make advanced process possible.

Workflow Canvas, the visual Marketing Automation Interface

The feature’s interface visualizes the logic behind any sequence of email marketing events. Marketers can place drag and drop building blocks on the workflow canvas. The blocks are interconnected in sequence of the order they should execute. Each block represents either an event in the form of an activity (eg send a mail) or a decision point (and / or, yes / no) within a workflow.

Here are two examples of the workflow canvas drawings. It is an Abandoned shopping cart Workflow and a Welcome email deal workflow. (click to show full size).

abandonned shopping cart

The drag & drop Workflow blocks

The drag & drop Workflow blocks include the following:

  • Start & End event (describes subscribers’ entry conditions to a workflow or exiting the workflow)
  • Send email
  • Delay / pauze (temporarily prevents subscribers from advancing to the next block)
  • Set data (sets or changes a value of a custom field in the database)
  • Data switch (allows branching off the path a subscriber follows through a workflow)
  • A/B Split testing of up to 5 messages
  • Redirect a part of the subscribers onto different paths)

The user can drag and drop these building blocks onto the workflow canvas. Each block is an event that indicates an activity or a decision point within a workflow. The blocks need to be interconnected to indicate the sequence in which they should execute.

Workflows can be used to automate marketing and sales activities in many different use cases. The ExpertSender team gives the following examples:

  • A lead nurturing program on auto-pilot,
  • Automating up- and cross-selling emails,
  • Automated reminder emails, for instance for events or webinars,
  • Behavioural lead scoring and enriching data based on behaviour,
  • Activate recipients though an automated re-engagement program,
  • Abandoned shopping cart campaigns,
  • Continuous A/B split tests.

The new feature helps bring a process from idea to an automated workflow within email service provider’s environment. It can be used for automating any email marketing scenario – from simple follow-ups to complex multilayer schemas. ExpertSender Workflows are available for all current and new clients without extra costs as a part of the standard ExpertSender offering.

About Jordie van Rijn

Jordie van Rijn is an independent email marketing consultant and analyst. He is the founder of Email Vendor Selection and specializes in smart email marketing, online marketing strategy, software selection, campaign management, optimisation and RFP / vendor selection. He tested, reviewed, and wrote about 100+ business software including email marketing services, CRMs, ecommerce platforms, and online course creators. Published in-depth email marketing guides for financial service, ecommerce, travel, restaurant, and fashion industries.
Named one of "50 Online Marketing Influencers to Watch" by Entrepreneur magazine. Companies like Scania, KLM, Unilever, AEGON, CZ, FNV, NRC Media have asked me for advice.


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