DSM HubSpot User Group Blog

5 Examples of Branching Workflows That Make You More Powerful

  • April 17, 2015
  • Maggie Georgieva


This post was originally posted on the SparkReaction blog.

In chess, just because you have a Queen, doesn’t mean you should play it. There is a time and place for its powerful play. Similarly, with Workflows, there are both appropriate and less appropriate uses of branching logic.

Lead nurturing workflows are designed to push your contacts to reach certain milestones along the way in their journey to becoming customers. Branching workflows enable marketers to optimize around this even more. Each step in your HubSpot workflows can now check if the contacts have performed a specific high value action, such as a form submission, page view, email interaction, etc.

Let’s explore five examples that illustrate the power of branching and breathe some new inspiration into your automation setup. 

1. Ongoing contact engagement (when you don’t have much content)

Goal: Stay top of mind
Method: Nurturing contacts by reusing content 
Metrics: Conversions

Using conditional logic, marketers can smartly reuse and promote content to folks who’ve never seen it before by creating actions around this content, like link clicks, page views, and form submissions.

For example, if you have one main offer you are working with (and you should really create some more!), you can perform a few checks around it. Let’s say you have an ebook for Top Marketing Quotes that you send to all new contacts. If they don’t download it after five days, you can change up the language of the email, and wait for five more days. If they don’t download it again, you send them one last message that is also using new language. This is an example of reusing the same content, but just switching up the language in order to optimize around a specific conversion. The goal of this would be to see how many contacts convert on the offer over time.


2. Drive More Marketing Qualified Leads (MQLs)

Goal: Qualify more contacts faster
Method: Nurturing contacts by educating them with middle­-of-­the-­funnel content 
Metrics: Number of MQLs, lead-­to-­MQL conversion rate

In order to qualify existing leads in your database, you should be nurturing them with information that applies to their specific stage in the buyer’s journey. At this point, they are in the consideration stage, so any product videos, case studies, and comparisons would serve this role well. How do you find the best format they would rather engage with? Here is an example

Send your leads a top case study first ­ you probably have one of these already created. If they view the case study, you can send them an invite for a demo because they have clearly engaged with the initial piece of content. However, if they haven’t visited the case study, you may want to send them an offer that is more light­weight than a demo ­ for example, a product video.


3. Increase Sales Efficiency

Goal: Improve lead assignment to make sales more productive
Method: Assigning leads to sales based on specific information 
Metrics: Sales efficiency

If you have a sales team, workflows can help with lead distribution when new folks come into your funnel. Conditional logic will allow you to more effectively assign leads to reps based on specific information, like geography.

This example shows how three separate sales reps are receiving leads based on a specific territory. If a lead is from MA, they get assigned to Dimitri. If they are from NY, they get assigned to Maggie. If they are from NH, they get assigned to Mike. If they are from neither of these locations, they will get assigned to the queue.


4. Re­-engage Dormant Contacts

Goal: Re­-engage contacts that haven’t been interacting with you 
Method: Nurture a list of un-engaged contacts & offer them a way out 
Metrics: Growth of engaged list, reduction in un-engaged lists

All marketers have contacts who go dormant. But they can be dangerous, not only because they pull back your average metrics, but also because they can be unhappy in your marketing database. Launch a re-engagement workflow that can rekindle their interest in your product/service or give them a way out. For example, send your list of unengaged contacts a top offer, one that has performed well traditionally. If they don’t download it or convert on any form within seven days, you can ask them whether they want to opt out.


5. Trial Engagement

Goal: Engage trial leads and qualify them further
Method: Driving new trial sign­-ups to use the trial
Metrics: Event completion, trial-­to-­customer conversion rate

Making sure your leads are getting the best trial experience possible with your product is a great way to further qualify these folks for your sales team. This will ensure they are on the path to success with your product with a better chance of converting to a customer. If there are key actions someone can take in a trial ­ for example, completing setup ­ you can check if these actions are performed in the desired order to move your leads through your trial.

For example, your workflow can send a Welcome to Trial email that also invites the contact to complete their setup. Five days later, if the contact hasn’t completed setup, you can remind them about that. If the contact has completed the setup, you could send them more resources to help them be even more successful.


These are just five examples that illustrate the power of branching in Workflows and showcase how you can organize some of your nurturing or administrative setup. What other ideas come to mind for you? 

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