Folder-based management
Marketing AI
Marketing Segmentation
Multichannel communication
Workflow automation
Email marketing & newsletter
Smart forms
Landing Page
Dynamic web & email content
Behavioral tracking
Lead scoring
Custom objects
Generate qualified leads
Retaining customers
Personalize your communication
Integrations
Migration to Webmecanik
PartnersWorkflow automation
Automate your marketing workflows
Simplify your marketing and sales processes
Improve your lead management
Automating your marketing and sales workflows with Webmecanik
Workflow automation enables you to simplify your marketing and sales processes, automate repetitive tasks, and improve lead management. By turning manual actions into automated scenarios, you gain efficiency, productivity… and peace of mind.
With Webmecanik Automation, a GDPR-compliant French solution designed for marketing and sales teams of all sizes, you can create high-performance workflows, tailored to your contacts’ behavior and integrated with your CRM.
What is marketing workflow automation
A marketing workflow, also known as a marketing scenario or campaign, is a series of automated actions designed to guide targets (contacts) toward the desired conversion. It can be adapted according to the contact’s behavior or the information collected about them.
For example, during:
an event (form submission, click, page view)
a data change (score, segment, lead stage)
a business rule
The goal is to guide each contact toward conversion, at the right time, with the right message, without manual intervention. Workflow automation is a pillar of marketing automation and a major productivity lever for marketing and sales teams.
How to implement workflow automation with Webmecanik
To create a campaign after carrying out an in-depth analysis of your marketing strategy, some initial clear objectives should naturally emerge. Next, several key principles for building a marketing campaign should be considered in order to create impactful marketing campaigns:
Choosing the source of contacts to start a marketing campaign: determine the source of your contacts—whether via a form or a segment—to begin your campaign
Setting up actions, decisions, and conditions: integrate various actions (sending emails, updating contact fields, etc.), as well as behavioral decisions (email open, resource download) and conditions based on contact data to refine your campaign.
Testing your marketing campaign: before launching your campaign, carry out tests using a test segment. Clone your campaign, adjust delays if necessary, and closely monitor the results to ensure everything works as expected.
Our AI also helps you send each email at the most opportune time, naturally improving your open rates.
Boost your marketing campaigns with AI! ✨
AI determines the best time to trigger your campaign emails based on each contact’s behavioral history. Save time and gain efficiency!
3 examples of marketing workflow automation
Once your strategy has been defined, workflow automation allows you to turn your ideas into concrete, high-performing scenarios. You can start with simple scenarios, such as sending welcome or thank-you emails, and then move on to more advanced automation: abandoned cart follow-ups, sequences triggered by a specific event, or personalized journeys based on your contacts’ behavior. Each workflow must meet a clear objective and integrate naturally into your overall marketing strategy.
At Webmecanik, we support you with a structured and proven method to build effective workflows tailored to your business.
Lead generation
When a visitor arrives on a product page of your website, a pop-in form appears offering them the chance to download a white paper or receive a discount. If the form is completed, the contact enters a “Prospect” segment and automatically receives a welcome email. If they do not complete the form, the workflow presents them with an offer again on their next visit.
This type of automation makes it possible to collect qualified leads and start an automated customer journey.
Lead conversion
Once a prospect has downloaded content, a product promotion email is sent. If the prospect opens and clicks, this triggers an update of their stage and status in the CRM and the sales team is alerted; if they do not interact, a second reassurance email is sent after two days. Finally, if no purchase is made, a final email with a promotional offer is triggered. This workflow improves the conversion of prospects into customers by adapting follow-ups to behavior
Customer loyalty and upsell
After purchasing product A, a thank-you email is automatically sent. Then, if the customer visits the page for product B or a complementary range, they receive a personalized upsell offer. Each click or visit triggers a new action, and may alert the sales team for proactive follow-up. This automation encourages customer loyalty, upsell, and cross-sell. Brief:
Lead staging
Discover how Lead Staging transforms your sales follow-up: a clear view of each stage of the customer journey to better qualify, prioritize, and convert your leads.
Learn more
Why choose Webmecanik for your marketing workflow automations?
Webmecanik enables you to automate your processes simply, without technical skills, so you can save time and focus on high-value actions. And thanks to the integration of numerous software tools (CRM, ERP, etc.) and the quality of synchronized data, you can improve lead conversion and campaign performance. Benefit from expert support to implement your marketing campaign automation projects and maximize your marketing results.
Voir les autres fonctionnalités
Adopt the marketing solution that boosts your ROI
Make every interaction with your prospects more effective: personalize your messages, optimize your journeys, and turn every touchpoint into a conversion opportunity.