Welcome to our series on process automation for small business owners! We’re giving you the essentials of 4 key automations we recommend that every business owner have in place in their email marketing and CRM platform:  

• Contact Campaign 
• Newsletter Campaign 
• Scheduling Campaign 
• Lead Magnet Capture Campaign 

In this article, you’ll gain insight into:

• The benefits of process automation 
• Elevating your website contact form with automation 
• The essentials you need for a contact campaign 
• How it all works (the basics) 
• The #1 solution for process automation 

First, a Quick Primer on the Benefits of Process Automation 

Small businesses in virtually every industry today are facing major headwinds that cannot be ignored.  

Tight budgets. Fierce competition. Market shifts. And staffing woes.  

All these factors (and many more) have created sometimes seismic shifts in buyer behavior.  

This is a top reason why it’s crucial to adapt your approach and make strategic investments that can help you leverage growth opportunities. One smart investment is in process automation.    

The Case for Process Automation is Clear

According to Keap:  

• 41% of leaders struggle to find time to get everything done
• 52% of sales & marketing professionals find building customer loyalty a challenge 
• 39% of scaling small businesses face dilemmas distinguishing themselves from competitors 

Process automation can help you tackle each of those challenges. Done right, you benefit from:  

• More time to focus on your business, not just in your business 
• Better relationships between you and your customers 
• Fresh insight that can help you differentiate your business from competition 

Elevate and Automate Your Website Contact Form

Staying connected with your audience has never been more important – whether that’s nurturing a potential lead or simply engaging with existing customers on a more personalized level. And your contact form might be an overlooked gem! 

For businesses large and small, the key lies in effective communication. To do it well, you need to streamline your communications process. One of the easiest ways to do this is via an automated contact form email campaign.   

Gone are the days of manually sending out emails one by one, only to end up buried in your recipients’ overflowing inboxes. With automated contact email campaigns, you can set up a series of targeted emails to be sent out at specific times or triggered by certain actions. This not only saves you time and effort but also ensures that your messages reach the right people at the right time. 

AND, by adding a few extra details and automated follow-up messages, you’ve now elevated your overlooked contact form to an effective lead generation tool. 

The Essentials of an Automated Contact Form Email Campaign 

Automated email contact campaigns can truly revolutionize your lead generation strategy and drive results for your business. How so? It’s pretty simple… 

Of course it’s a must for every website to have a method so people can contact the business. This also presents an optimal opportunity to leverage: If your contact form is either created within your email marketing software – or at least integrated with it – this can be used to collect contact information for potential leads. 

You’ll need these essentials: 

1. Contact form
2. Thank you page
3. Thank you email
4. Marketing permission
5. Segmentation
6. Follow-up
7. Goal

How an Automated Contact Campaign Works (The Basics)

A contact form is created that collects data like: 

• Name 
• Email 
• Any list segmentation data 
• Marketing permission 

That form is then embedded on the contact page of your website. When a website visitor completes the form, that data is transferred to your email marketing and CRM software.  

Automations in your marketing software immediately re-direct the visitor to a thank you page and will also send them a thank you email. And, you’ll be notified of a new inquiry that needs your attention.  

Your software can also segment the new contact according to the data collected, allowing you to send customized follow-up email messages. It’s recommended that you establish a goal for your follow-up, so that once that goal is reached, the automation is triggered to stop sending further messages. 

Keap, the #1 All-In-One Automation Platform

If you want the industry’s best solution to process automation, look no further than Keap. Not surprisingly, it’s the #1 all-in-one CRM, sales, and marketing automation platform. With this powerhouse marketing tool, you can convert more leads with easy-to-build emails (plus automation & CRM).   

If you haven’t tried Keap yet, you’ve got nothing to lose (except lots of frustration & overwhelm trying to do it all on your own)! Take advantage of a 14-day free trial.  

We’re proud to be Keap Certified Partners and can get you a discount should you decide to invest in this comprehensive software. Questions? Schedule a consultation to see how we can help you automate.