Email Automation: Nurture Leads for Optimal Results

Joakim Steenfos

13 Apr, 2023

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Email Automation: Nurture Leads for Optimal Results

Are you constantly searching for new ways to improve your marketing strategies in order to generate more revenue? If yes, you have or are working with B2B marketing you may have crossed the topic email automation, as a powerful strategy to streamline and optimize email marketing efforts. Therefore we will in this guide, explore the benefits of email automation for B2B companies, provide a step-by-step guide to setting it up in HubSpot Marketing Hub, and discuss how Radiant can help you make the most of your HubSpot experience.

Why Email Automation Can Help You Gain More Sales

Email automation plays a crucial role in helping B2B companies generate revenue. By leveraging this feature within HubSpot Marketing Hub, businesses can create personalized, timely email campaigns that nurture leads and guide them through the sales funnel. This will result in, email automation allowing you to effectively engage with your audience, build trust, and hopefully convert prospects into customers.

A picture illustrating steps in email automation with a task

What are the Benefits of Email Automation in Correlation to Marketing

In addition to boosting sales, email automation offers numerous benefits for B2B marketing efforts. Firstly, it saves time and resources by automating repetitive tasks and streamlining the email marketing process. Moreover, email automation allows for better segmentation and targeting, ensuring that your messages are relevant and engaging to each recipient.

Furthermore, integrating email automation within HubSpot Marketing Hub provides analytics and tracking capabilities. You can monitor the performance of your email campaigns together with other data points and therefore make data-driven decisions, and optimize your marketing strategies for better results.

A Step-by-Step Guide to Set It Up

Setting up email automation is an easy process, if you follow the steps down below you should be good to go.

  • Go to ‘marketing’ and then ’email’ in your main header within HubSpot
  • Click Create email
  • Select the type you want, but we recommend ‘regular’
  • When you can edit the email click on the ‘automation button’
  • Now you can choose what happens when your email is sent and select the recommended workflow you want to create
  • Now you can easily build your workflow with HubSpot drag and drop options, this is pretty intuitive.

To read more about how to create email automation read HubSpot’s own knowledge page about automation with emails

An Example Where It’s Relevant for a Company

Consider a B2B software company offering customer relationship management (CRM) solutions. To drive sales, they could set up an email automation campaign in HubSpot Marketing Hub targeting potential customers who have downloaded a free trial of their software. The campaign could include a series of emails designed to engage and nurture these leads, providing helpful tips for using the software, case studies of its benefits, and maybe offer discounts to upgrade to a paid plan.

By using email automation, the company can engage with potential customers throughout the trial period, building trust and demonstrating the value of their product. This approach ultimately increases the likelihood of converting trial users into paying customers.

How Radiant Can Help You Utilize Features Within HubSpot

At Radiant, we have experience in utilizing HubSpot to achieve business goals. Our team can help you effectively implement strategies and other essential features within the platform to reach your results.

If you have any questions about HubSpot or other Hubs within HubSpot – don’t hesitate to reach out.

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