Introducing Workflow Recipes: Creating Workflows Is Now Easier Than Ever

Jeffrey Russo
Jeffrey Russo



pro ent onlySometimes as a marketer, you don't necessarily want to reinvent the wheel. When there is an opportunity to do something faster, and take advantage of the knowledge of those who have been there before you, it makes sense to sieze the opportunity. Workflows and lead nurturing campaigns are a great example of this. Whether you are just getting started with Workflows, or if you have a few basic workflows set up and are looking for new campaign ideas, others have been in your shoes before and can help.

That's where Workflows Recipes, a new feature of the Workflows tool, comes in. Workflow Recipes is a library of pre-created workflows that are tried, tested, and proven effective by marketers here at HubSpot. You can easily browse the different recipes in our library, and install any recipe with just the click of a button.

Each recipe features a description of what it should be used for, an endorsement from a marketer at HubSpot, and a breakdown of what it contains. Installing the lead nurturing recipe, for example, will create a starting list, a goal list, two sample emails, and a workflow that ties all of these components together.

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The Components of your Campaign

When you install a recipe, HubSpot automatically generates all of the necessary components for that campaign to work. Let's take a closer look at the components of a basic lead nurturing campaign that the lead nurturing recipe would create.

A starting list and a goal list

The first components the lead nurturing recipe creates are a starting and a goal list. The starting list is a smart list of all the contacts marked with a lifecycle stage of "lead" in your HubSpot database. This means that installing and activating this workflow would put every new lead in your system into this lead nurturing campaign automatically. The goal list is a list of all the contacts marked with a lifecycle stage of "marketing qualified lead" in your HubSpot database. This means that if you have criteria set to change a lead into a marketing qualified lead when they meet certain criteria, this campaign would stop for them. (At that point, many folks choose to move those leads to a new, better targeted campaign, or hand them off to their sales team.)

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Email Content

The second components created by the recipe are two sample emails that the workflow sends. You'll obviously need to do some tweaking here, but the sample emails are designed to give you some ideas for solid offers that you might use in your campaign. Since this is a lead nurturing campaign, the goal of the campaign is to get our leads to demonstrate a deeper interest in our product, so the emails are an offer for a consultation, and an offer to sign up for a webinar.

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A Workflow to tie it all together

Last but certainly not least, the lead nurturing recipe will create a workflow that ties your lists and your emails together into a campaign, which you can see below. Once you are ready to take your workflow live, simply change the workflow to active in the upper right hand corner.

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Try it today

Workflow Recipes is now live for all HubSpot Professional and Enterprise customers. You can learn more about Workflow Recipes here in the help documentation, or try it in your own HubSpot portal by clicking the "browse recipes" link in the sidebar of the Workflows home screen. You can also attend the Workflows class from HubSpot Academy.

Not yet a HubSpot customer? Learn more about Workflows and Request a Demo of Hubspot today.

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