Step 5: Build Automated Workflows

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With segments and messaging ready, create your automation sequences. This can include:

Welcome sequences based on job function

Lead nurturing campaigns with function-specific case studies

Product drip campaigns highlighting function-relevant features

Event or webinar invites tailored to departmental interests

Most automation tools allow you to set up triggers based on list membership or contact field values. For instance:

“If contact job function = ‘Marketing’, then send Campaign A sequence”

“If contact job function = ‘Finance’, then send Campaign B sequence”

Each sequence can have multiple touchpoints like emails, SMS, retargeting ads, and follow-up tasks for sales teams.

Step 6: Monitor and Optimize
Automation doesn’t mean “set it and forget it.” Continually monitor performance metrics like:

Open and click-through rates

Conversion rates

Unsubscribe or bounce rates

Engagement by job function

Use A/B testing to refine subject lines, CTAs, gmail mailing list and content for each segment. Over time, you’ll identify which messaging resonates best with each function.

Real-World Example
Imagine you're marketing a project management software. Here’s how job function filters would impact your campaign:

For Operations Managers: Emphasize time tracking, workflow automation, and operational visibility.

For Finance Executives: Focus on cost tracking, budget forecasting, and reducing project overruns.

For IT Leaders: Talk about integrations, data security, and infrastructure compatibility.

Each of these audiences receives an automated email series tailored to their priorities, increasing relevance and the likelihood of demo signups or trials.