Salesforce made 5 Flow templates available, that you can easily create as starting points, including all the associated Emails. There may be some new Flow templates added in the future, to find them, from Marketing Cloud, Flows > +New and search for Marketing in Search Automation. You should see the five following templates:
Let’s see what they include.
Template #1 — Birthday Promotional Email Automation
Description
Use this template to celebrate your customers and encourage purchases. The emails start with an offer and include one reminder email before the coupon expires.
Included Content:
- Email #1: Birthday Offer
- Email #2: Birthday Offer Reminder
Flow
Emails
Template #2 — Event Email Automation
Description
Use this template to encourage your customers to attend webinars, conferences, product launches, or other events. The emails include a confirmation with event details, timely reminders, and a recap. We recommend using campaign member and campaign member status objects to track attendance.
Included Content:
- Email #1: Event Registration Confirmation
- Email #2: Event One Week Reminder
- Email #3: Event One Day Reminder
- Email #4: Event Attended Follow-Up
- Email #5: Event Didn’t Attend
Flow
Emails
Template #3 — Lead Capture Follow-Up Email Automation
Description
Use this template to encourage your leads to become customers. The emails include a welcome, an introduction to your brand with a unique offer, and a promotion email for recommended products or services. Send a message when something changes in Salesforce.
Included Content:
- Email #1: Lead Capture Welcome
- Email #2: Lead Capture Product Highlights
- Email #3: Lead Capture Brand Value Proposition
Flow
Emails
Template #4 — Nurture Campaign Email Automation
Description
Use this template to nurture your leads. The emails introduce your brand, include time-sensitive offers, and end with an invitation to an exclusive event or content.
Included Content:
- Email #1: Welcome to [Brand Name]! Here’s how we can help you succeed.
- Email #2: Join Us: Exclusive [Event/Content] Just for You
- Email #3: Email: Exclusive Offer Ends Soon!
Flow
Emails
Template #5 — Reengagement Email Automation
Description
Use this template to bring back your inactive customers or leads. The emails include a “We Miss You” message, discount offers, brand highlights, and a final email encouraging your customers to engage or be removed from the list.
Included Content:
- Email #1: We Miss You !!
- Email #2: Benefits + Social Proof
- Email #3: Second Discount Offer/Discount Reminder
- Email #4: Final CTA
Flow
Emails
Final Thoughts
Some of these scenarios are triggered by a Form Submission, others by a Segment update, we could also easily adapt them by leveraging Trigger a reaction on click or open event. Those 5 scenarios are very starting points for standard B2B use-cases, which you should definitely have a looked at, as they gather a lot of best practices, among which:
- Email copies are straight to the point, with one clear CTA
- Flows are basically drip programs, augmented with engagement checks