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July Meetup
How to Build
Automations to
Amplify your
Funnel
July Meetup
20K members
7 years
The VBOUT Community
• 5.00 - 5.10: General intro
• 5.10 - 5.45: How to build automations to amplify your marketing funnel
• 5.45 - 5.50: VBOUT’s resources to help create your own funnels
• 5.50 - 6.10: Attendees and Q&A
Agenda
The VBOUT stack
 Marketing automation stack
 Simple interface
 Great price
 Premium support
The VBOUT stack
10+ core tools working together
01. Landing pages
02. Forms
03. Popups and site messages
04. Lead tracking
05. Automation sequences
06. Email campaigns
07. Social media listening
08. Social publishing
09. Retargeting
10. Analytics
11. Pipeline management
12. Calendar booking
Integrates well
Full Product Video Tour
Visual automation builder
Full Product Video Tour
Lead data platform
Owning
First
Party
Cookie
Underkills Overkills
Price
Current landscape
How to Build
Automations to
Amplify your
Funnel
What is MA?
What is MA?
History Of MA
History of MA
Branding, affiliate
marketing, content,
social, ppc, SEO, content
marketing
Inbound, community,
sales and marketing
automation, growth
hacking, retargeting
> 2010 <
Elements of MA
Elements of MA
1. Triggers
2. Actions
3. Filters
4. Delays
5. Workflows
Elements of MA
1. Triggers
2. Actions
3. Filters
4. Delays
5. Workflows
Elements of MA
1. Triggers
2. Actions
3. Filters
4. Delays
5. Workflows
Elements of MA
1. Triggers
2. Actions
3. Filters
4. Delays
5. Workflows
Elements of MA
1. Triggers
2. Actions
3. Filters
4. Delays
5. Workflows
Automations vs
Funnels
Automations vs Funnels
Video teaser
Thank you email
If no booking made
Full Video Private consultation
Book Consultation
$
Free consultation
w/ Case study
SDR follow-up
If no booking made
Push to ad display
Phone/Email/SMS Reminders
Add to CRM
Nurture campaign
Email + Browser push
Winning
Workflows
Creating winning workflows with VBOUT
CAPTURE
NURTURE
CLOSE
RETAIN
1
2
3
4
Creating winning workflows with VBOUT
1. Content nurture
2. Web push nurture
3. Contact tag automation
1. CAPTURE
Creating winning workflows with VBOUT
1. Guided Onboarding
2. Retargeting from email
3. Lead scoring automations
2. NURTURE
Creating winning workflows with VBOUT
1. Sales pipeline automation
2. Ecommerce automations
(abandoned, confirmation, cross-sell)
3. Renewal reminders
3. CLOSE
Creating winning workflows with VBOUT
1. Birthday automation
2. Sunset cleanup policy automation
3. Lifetime value
4. RETAIN
Requirements:
1. Any trigger (joined,
clicked link, etc. )
2. Sales VBOUT pipeline
3. Active forms – optional
1. Sales pipeline automation
Requirements:
1. Recurrent date trigger
2. List with a valid date
field
3. Messages (emails, SMS,
web push)
4. Facebook or AdWords
retargeting
2. Renewal reminders
Requirements:
1. Custom event trigger
(Added Tag)
2. Active contact tags
3. Messages (emails, SMS,
web push)
4. Facebook or AdWords
retargeting
3. Contact tag automation
Requirements:
1. Custom event trigger
(Lead Score Change)
2. Active lead scoring
setup
3. Messages (emails, SMS,
web push)
4. Facebook or AdWords
retargeting
5. Sales pipeline
4. Lead scoring automation
Requirements:
1. Joined or specific
date trigger
2. Messages (email,
SMS, web push)
3. Facebook or
AdWords
retargeting
5. Content nurture
Requirements:
1. Joined or date trigger
2. Web push active on
website
or a VBOUT landing
page
3. Web push messages
6. Web push automation
Requirements:
1. Joined or date trigger
2. Active event date
3. Messages (emails,
SMS)
7. Event reminders
Requirements:
1. Recurrent date trigger
2. List with a valid birthday
field
3. Messages (email, SMS,
web push)
4. Pipeline assignment –
Optional
8. The anniversary offer
Requirements:
1. Joined trigger
2. VBOUT form
3. VBOUT landing page –
Optional
4. Messages (email, SMS,
web push)
5. Retargeting – Optional
9. The exclusive coupon offer
Requirements:
1. Joined trigger
2. VBOUT form
3. Messages (email, SMS)
4. Negative feedback
collection form
5. Active public review
channel
10. The review request
Requirements:
1. Campaign sent (one
time or automated
email)
2. Active retargeting
channel
11. Retargeting from email
Requirements:
1. E-commerce triggers
2. Connected ecommerce store
3. Active product list
4. Messages (ecommerce emails, SMS, web push)
5. Pipeline assignment – Optional
 Abandoned cart
 Order confirmation
 Cross-sell
 Product review
 Loyalty
 Win-back
12. Ecommerce automations
 Abandoned cart
12. Ecommerce automations
 Order confirmation
 Cross-sell
 Product review
 Anniversary of the
first order
12. Ecommerce automations – Post purchase
 Loyalty
12. Ecommerce automations
 Win-back
12. Ecommerce automations
Requirements:
1. Recurrent date trigger
2. Active suppression list
13. Sunset policy automation
Requirements:
1. Joined trigger
2. Messages (email)
3. Task pipeline
14. Guided onboarding drip
Requirements:
1. Custom event trigger
2. Active VBOUT website
tracker
3. Messages (email, web push)
4. Pipeline assignment –
Optional
15. Website engagement alerts
Analytics
General metrics and KPIs:
1. Total sent
2. Total opened
3. Unique clicks
4. Conversions
General metrics and KPIs
Metrics and KPIs (by message):
1. URL click counter
2. Recipients
3. Pending
4. Bounces
5. Spam
6. Top domains (Gmail,
yahoo, Hotmail, iCloud,
etc…)
General metrics and KPIs
Resources
6 automated
workflows for
marketing
agencies
Link
7 automated
workflows
for SaaS
Link
10 automated workflows for
Ecommerce
Link
5 automated
workflows
for
training /
education
Link
5 automated
workflows for
hospitality
Link
4 automated
workflows for
health /
fitness
Link
Attendees Intros
July Meetup
Thank you!
July Meetup
July Meetup

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How to Build Automations to Amplify your Funnel