Bislr Use Case Catalog
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This document provides use case examples for how to utilize various marketing automation workflows and triggers in Bislr. It includes summaries of workflows for webinar follow up, feature releases, partner events, long sales cycle campaigns, live event follow up, multi-path flows, paid advertising, page visits, form submissions, and call to action clicks. For each use case, it provides opening questions, solutions using Bislr, benefits, and step-by-step instructions on setting up the workflow. It also includes tips for getting more out of Bislr for each use case.
![Partner Event
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OPENING QUESTIONS
How can you send invites to a certain group over a certain period of time?
How can you automate invite sending to a group of contacts?
SOLUTION
With Bislr, it’s very easy to configure a list of segmented contacts and send
invites accordingly.
4
3
BENEFITS
Send initiations with confidence and accuracy based on smart list critera
HOW TO GET MORE OUT OF BISLR
1. Configure a smart list of contacts or a static list to receive your invitation
2. Select your email to launch
3. Select a wait step
4. Configure a delay and a condition. Those who don’t open, should receive
the same email with a different subject line.
Bislr Pro Tip
For high-touch Partner Events, address and sign the email from a leader or
senior member of your organization. Customize the vanity “From” address to be
[e.g.,CEO’s name] and set the actual “Reply to” address to an inbox managed by
your marketing team. Also, create a custom signature and drop into the email
using Bislr’s Signature App.](https://image.slidesharecdn.com/bislr-use-case-catalog-140302134126-phpapp02/85/Bislr-Use-Case-Catalog-5-320.jpg)
Bislr Use Case Catalog
- 1. Company D Company C Company B Company A Bislr, Inc USE CASE CATALOG
- 2. Multi Path Flows Bas Table of Contents ed on Respons 4 Webinar Follow Up How can you keep in contact with webinar attendees? How can you continue the conversation based on the attentiveness of your audience? Paid Advertising 6 Feature Release in your How can you communicate with some or all contacts database in a one-off basis? , products, How can you announce a change within your business or services in an organized manner? 8 Partner Event ain period How can you send invites to a certain group over a cert of time? Campaign for Longer Sales Cycles 10 contacts How can I automate a series of touches to a group of over an extended period of time? X file? How can I use Bislr in conjunction with paid search advertising across social channe ls? How can I utilize digi tal ad spend with mar keting automation? How can I see which contacts come from each channel of paid advertising? Visits Page Trigger How can I market to contacts based on th e pages they visit? How can I set up a w orkflow trigged by a page visit? How can I notify sale s when a lead has vi sited an important page? Form Submission (Ga How can I take actio ted Content) n based on form subm Clicks CTA 12 Live Event Follow Up How can you nurture leads from a .CSV, .XLS or .XSL e How can I manage a 14 nurture flow that’s lin ked to gated conten How can I manage w t? orkflows for response s to focused content, such as whitepapers ? How can I manage m arketing automation for tradeshows or events? issions? 16 18 20 How can I manage nu 22 rture flows based on which Calls To Actions (CTA’s) that contacts engage with? How can I automate a series of actions to occur when a CTA is clicked?
- 3. Webinar Follow Up 1 2 3 PURPOSE How can you keep in contact with webinar attendees? How can you continue the conversation based on the attentiveness of your audience? 4 SOLUTION Bislr makes nurturing webinar attendees and registrants trivially easy thanks to our deep integration with GoToWebinar and our Autopilot app. BENEFITS Continue the conversation with leads interested in your products and services Easily manage workflows for leads based on attendance Easily manage multiple and automate touch points 5 HOW TO GET MORE OUT OF BISLR 1. Select the GoToWebinar trigger and drag it onto the canvas 2. Connect your actions. In this example, we’re using email as our channel of communication 3. Define a wait step 4. Connect the wait step to the condition. The condition checks to see if the first email was opened. If the first email was opened, the condition connects to another send email action. 5. Repeat this grouping of conditions and actions as you see fit. Bislr Pro Tip For webinar follow up, send an on-demand recording of the webinar (for both attendees and those who registered but did not attend). This will extend the reach of your content. Consider a special path for attendees: Invite them to a “deep dive” webinar that builds on the first webinar’s topic, or send personalized emails from your sales team for 1:1 product demos.
- 4. 1 2 3 Feature Release 4 OPENING QUESTIONS How can you communicate with some or all contacts in your database in a one-off basis? How can you announce a change within your business, products, or services in an organized manner? SOLUTION Bislr makes it quick and easy to streamline communications to your audience as well as account for those who do not respond to the first touch. BENEFITS Quickly launch a communication in minutes using Bislr’s powerful OS HOW TO GET MORE OUT OF BISLR 1. Time trigger. Use this trigger to define a time and date to commence the Autopilot flow. Think of the trigger timer as the fuse that ignites your automation. 2. Select list of contacts. This action selects which group/groups of contacts to receive your communication. 3. Select your email Bislr Pro Tip Consider segmenting your lists by geographical territory. This way you can create a unique trigger timer for each geo, which correspond to an ideal “send time” in each geo’s time zone(s). 4. Configure a delay and a condition. Those who don’t open, should receive the same email with a different subject line.
- 5. Partner Event 1 2 OPENING QUESTIONS How can you send invites to a certain group over a certain period of time? How can you automate invite sending to a group of contacts? SOLUTION With Bislr, it’s very easy to configure a list of segmented contacts and send invites accordingly. 4 3 BENEFITS Send initiations with confidence and accuracy based on smart list critera HOW TO GET MORE OUT OF BISLR 1. Configure a smart list of contacts or a static list to receive your invitation 2. Select your email to launch 3. Select a wait step 4. Configure a delay and a condition. Those who don’t open, should receive the same email with a different subject line. Bislr Pro Tip For high-touch Partner Events, address and sign the email from a leader or senior member of your organization. Customize the vanity “From” address to be [e.g.,CEO’s name] and set the actual “Reply to” address to an inbox managed by your marketing team. Also, create a custom signature and drop into the email using Bislr’s Signature App.
- 6. 2 3 1 Campaign for Longer Sales Cycles OPENING QUESTIONS How can I automate a series of touches to a group of contacts over an extended period of time? SOLUTION Bislr’s Autopilot allows you to set up series of communications for long nurture cycles. BENEFITS Configure and manage long tail nurturing lifecycle Create specialized content tracks for segmented groups HOW TO GET MORE OUT OF BISLR 1. The flow launches with a trigger timer trigger at a certain date and time. 2. Configure a smart list of contacts or a static list to receive your invitation; select list of contacts. This action selects which group/groups of contacts to receive your communication 3. Notice that the flow is: send email -> wait -> check status -> if the initial communication was unopened, another email is sent with a separate subject line. If the initial contact was opened, the flow sends another email and repeats this clause throughout the series. Bislr Pro Tip Complete analysis to determine the average number of days from Lead ---> Opportunity creation. The automated campaign’s should be equal in duration. This is the “front-end” of your buying cycle, where lead nurturing will have its greatest impact.
- 7. 1 2 3 Live Event Follow Up OPENING QUESTIONS How can you nurture leads from live, in-person events, where all your leads are captured in a .csv, .xls, or .xlsx file? 4 SOLUTION Through a combination of Bislr’s Contacts and Autopilot app, Bislr allows you to quickly launch a certain set of contacts down a tailor-made nurturing path. 5 BENEFITS Seamlessly launch contacts onto a nurture tracks with a safety net to capture those who don’t respond to your communications for later marketing. HOW TO GET MORE OUT OF BISLR 1. Configure a smart list of contacts or a static list to receive your invitation. 2. Select your email to send. 3. Select a wait step; configure the delay as you see fit. 4. Configure a delay and a condition. Those who don’t open should receive the same email with a different subject line. Notice how this segment is repeat with the second email touch in the series. 5. Don’t forget about your safety net. Notice the two Check Email conditions that feed into a ‘Recycle’ list. Bislr Pro Tip Insert a column into your file for “source” and insert the event name into every record. Then upload your files to Bislr and map this field in the file to the same field in Bislr. This will enable you to do further segmentation and targeting using field values.
- 8. 1 2 Multi-Path Flows Based on Response 3 OPENING QUESTIONS How can I manage a nurture flow that’s linked to gated content? How can I manage workflows for responses to focused content, such as whitepapers? 1 2 4 SOLUTION Bislr’s Autopilot can take actions based on when contacts are added to certain lists through triggers such as lading page form submissions and page visits. BENEFITS Easily manage multiple entry points into one flow of content Structure a nurture flow based on content and interest Assign leads to members of your team HOW TO GET MORE OUT OF BISLR 1. If you have several forms adding contacts to lists, use the ‘Add to list’ action to enter contacts into the flow. 2. Be sure to configure wait steps according to your marketing goals. As a best practice, we recommend that wait steps always come AFTER the action, and conditions follow the wait step. Bislr Pro Tip Define business logic to move leads down different paths based on “response”. Define which “response” (e.g. click-through, download, form submit) represents a “lead creation” event, and assign these leads to members of your sales team. 3. Connect your email sends/other marketing automation actions into the flow as appropriate to your goals. 4. If appropriate to your organization, you can use ‘Assign to user’ Autopilot flows to assign contacts to users for follow up. We recommend using these actions later in the flow, after contacts have shown sufficient engagement.
- 9. Paid Advertising 1 OPENING QUESTIONS How can I use Bislr in conjunction with paid search advertising and social channel campaigns? How can I continue the conversation with leads which originate in paid campaigns?” How can I see which contacts come from each channel of paid advertising? 2 SOLUTION Bislr’s Campaign Tracker tracks conversions from paid search campaigns and reveals contacts that converted instead of a count of conversions. BENEFITS Launch marketing campaigns based on conversions from a channel of paid advertising Leverage campaign tracker in conjunction with existing online media buying Discover who converts, not just a count HOW TO GET MORE OUT OF BISLR 1. You can use ‘Converts on Campaign’ triggers to ignite an Autopilot flow. Clicking on circle displays a dropdown menu where you select from existing campaign tracker programs. Campaign tracker programs are managed in the Campaign Tracker app. 2. Create unique tracking URLs in the Campaign Tracking App. 3. Configure a delay and a condition. Those who don’t open, should receive the same email with a different subject line. Bislr Pro Tip For multi-channel campaigns, you will most likely feature the same offer across multiple ad channels (and use multiple landing pages). However, you can feed them all into one follow-up nurture - since the core offer was the same.
- 10. 1 2 3 Visits Page Trigger OPENING QUESTIONS How can I market to contacts based on the pages they visit? How can I set up a workflow trigged by a page visit? How can I notify sales when a lead has visited an important page? SOLUTION Through Bislr’s ‘Visit Page’ trigger in autopilot, you can set up workflows to interact with contacts through Twitter or email. BENEFITS Set up ‘tripwire’ workflows that automatically respond to the pages that your contacts are visiting on your website. HOW TO GET MORE OUT OF BISLR 1. Select the ‘Visits Page’ trigger and select the page will serve as the activator for the campaign. 2. Once you’ve selected the page, begin to construct your workflow. In this example, the second step is to add the contact to a list, for organization purposes. For example, you could create a ‘Visited Pricing Page’ list or 3. Then, connect the rest of your workflow. In this example, the following steps are two send email steps, including conditional re-sends based on open/not opened. Bislr Pro Tip Use this trigger with discretion, for “high value” web pages, such as pricing and product specification pages. These are the page visits which are more likely to represent a lead in a purchase / consideration cycle. *It’s important to note that only contacts who are exist within your database can receive email marketing campaigns.
- 11. 1 2 4 Form Submission (Gated Content) 3 OPENING QUESTIONS How can I take action based on form submissions? SOLUTION Using Bislr’s Autopilot, it is possible take actions based on form submissions as well as form field matches. BENEFITS Manage nurture flows based on content, enhance your database segmentation and enhance your lead engagement. HOW TO GET MORE OUT OF BISLR 1. Drag Submits Form trigger onto the canvas and select a form that will trigger the Autopilot flow. When site visitors submit the form in question, the automation you define on the canvas will commence. 2. Configure the second step in your workflow. In this example, we’re adding contacts that submit a form to a list for organization purposes 3. Configure subsequent in this actions. In this example, we’re using an email send flow that includes a delay as well as including conditional re-sends based on open/not opened status of the first (and following) email communications. 4. Consider using another channel, such as Twitter, to engage with your audience. Bislr Pro Tip Send a thank you to anyone submitting a form, with links to related assets which might be of interest, to increase engagement.
- 12. 1 2 Clicks CTA OPENING QUESTIONS How can I manage nurture flows based on which Calls To Actions (CTA’s) that contacts engage with? How can I automate a series of actions to occur when a CTA is clicked? SOLUTION Bislr’s Call To Action app allows you to make engaging, graphical calls to action buttons or banners for use on your website. Additionally, Autopilot supports ‘Clicks on CTA’ call to action BENEFITS Configure a series of events to occur based on clicks on Calls To Actions used for your marketing efforts HOW TO GET MORE OUT OF BISLR 1. Select the Call To Action Trigger and drag it onto the canvas. Select the specific Call To Action that you want to trigger the subsequent actions. 2. Configure subsequent in this actions. In this example, we’re using an email send flow that includes a delay as well as including conditional resends based on open/not opened status of the first (and following) email communications. Bislr Pro Tip Plan your use of the CTA Trigger in the context of other triggers you intend to leverage (Submits Form, Downloads File, Visits Page, etc). Decide which action represents a “response” type that warrants automated follow-up.
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