User Guide
  • What is Workevo?
  • Getting Started
    • The Workevo Glossary
  • Profiles Management
    • About Profiles
    • Create New Profile
    • How do Filters Work?
    • What is an Audience?
    • Group Your Profiles by Tag
    • Edit or delete tags
    • Create a New Company
    • Group Your Profiles by Company
  • Data Connection
    • Import your contact data into Workevo
    • How to enrich your contact data?
    • Know every contact and company personally in Workevo
    • Get valuable customer insights from day one
    • How to send one-to-one email to a contact?
    • Saved email templates explained
    • Email tracking explained
  • Workflow Automation
    • Workflow automation overview
    • Automation templates overview & Ideas Hub
    • The automation builder explanation
    • Creating an automation walkthrough
    • Automation triggers explained
    • Automation actions explained
    • Email builder overview
    • Personalization tags explanation
  • Web Forms
    • How to create a form
    • Understanding form statistics
  • Tracking
    • Tracking contact data in Workevo
    • Send custom contact attributes to Workevo
    • Track conversions and clicks with UTM parameters
    • Customize Workevo to be about your customers
    • Custom attributes and events: what's the difference?
    • Track Events in Workevo
    • Set up event tracking in Workevo
    • How to collect valuable data?
    • Custom data planning tool
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  • Use appropriate context and workflow examples:
  • Your automation processes in Workevo can achieve one of the following goals:

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  1. Workflow Automation

Automation templates overview & Ideas Hub

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Last updated 3 years ago

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This section will introduce examples of appropriate workflows or use circumstances that will be given to describe the actions you can take with this feature.

Use appropriate context and workflow examples:

Your automation processes in Workevo can achieve one of the following goals:

(We have divided all the automation processes in each stage of Awareness, Acquisition, Activation, Maintenance, Introduction, Revenue. The following examples will inspire you to automate. new marketing or using an automation template in the "Ideas Hub" Workevo)

  • Create attention and lead - Awareness

  • Increase enrollment - Acquisition

  • Participation Process - Activate

  • Increase maintainability - Maintain

  • Reduce the amount of leaving - Keep

  • Increase referrals - Referrals

  • Increase revenue - Revenue

You can access the automation by clicking "Automation", located in the menu on the left.