What are Flows?

If you're new to marketing automation and Flows, this is where to start. You will learn the basics of Flows including example use cases and examples.


Flows are one of the main features of Encharge. A Flow is a path that a person goes through when they enter the platform. It could be as simple as sending an email when someone submits a form or as complex as a multi-step customer journey.
An example lead-nurturing Flow (when zoomed out):

Flows can help you create better customer experiences, deliver personalized messages across multiple channels, and increase your revenue by automating repetitive marketing, sales, and support tasks. Flows can be one of your hardest-working tools. After a Flow is activated, it can run with no additional input from you. That's why the return on investment (ROI) with Flows is so high.

Use cases and example Flows

You can create Flows to:

Deliver personalized targeted email sequences

Instead of creating a basic time-based email sequence you can segment your audience based on their interests and challenges and deliver targeted email follow-ups that have higher engagement. For example, your Flow could check which link a person has clicked in your Welcome email and put people in entirely different sequences based on their choice.

Increase your open rates and click-through rates

Email is one of the most effective and crowded marketing channels. If you rely on email marketing to grow your business, you want your customers to read your emails. With Encharge you can create Flows that help you increase your email engagement automatically. For instance, you can re-send email follow-ups with different subject lines or content to people who have missed to open or click on your email the first time around. 

Reach out to your leads on other channels

Leads not opening your emails? No problem. You can create a Flow that puts unengaged people into a Facebook ads audience and broadcast targeted Facebook ads at the right time. With a Flow you don't need to export and import that audience manually, the Flow does everything for you once it is set up.

Create behavior-based campaigns

Behavior-based (or event-triggered) emails get 70% higher engagement than untargeted time-based emails. Once you have your app data in Encharge you can create sophisticated Flows that send emails based on real-time events. For instance, if someone has started to perform an action in your product but hasn't finished it, you can send them a reminder email. Another example is if someone visits your pricing page and hasn't yet made a purchase, you could send an internal email to your sales team to follow-up with this person.

Create campaigns based on billing data

With our native integrations with Stripe, Chargebee, Recurly, Chargify, and Paddle, you can send emails to people when they start a trial, end a triaл, upgrade their account, cancel a subscription or miss a payment (dunning emails). For instance, sending a trial expiration email a few days before a trial expires is as easy as connecting two Steps in the Flow builder — the "Trial Ends" Trigger Step and "Send Email" Action Step. Create Flows that help you grow your subscription-based business and retain more customers.

Automate repetitive sales tasks

Thanks to the Encharge native integrations with HubSpot, Salesforce, and Calendly you can automate most of your sales processes. Create a deal in HubSpot when someone books a call with you. Change the deal stage when a person submits a form or performs an action in your product, and a whole lot more.

Collect customer data and create precise segments

With dozens of form integrations, Zapier, Segment.com, Stripe, Intercom, Hubspot and a website tracking feature you can collect enough data to create the most complete picture of your leads, users, and customers. This behavioral data gives you insights into the interests, needs and problems of your audience. You can then tag and Segment different groups of people to provide more personalized and relevant messages.

Qualify and score leads

With the collected user data and the Lead Scoring feature, you can create Flows that evaluate your leads for you and help you act proactively. Qualify leads using attributes, events, and email activity as they interact with your website and emails. When a lead reaches a score you define, you can put that lead into an automated sequence or create a deal in Hubspot and assign it to a salesperson.
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