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Drive More Leads With Marketing Automation (a 4-step process)

Everyone is hungry for leads. No matter how great our campaigns are, we are never satisfied with the number of leads. 

You work hard to acquire leads, but sometimes you don’t get desired results. Other times, you simply get tired of handling the million manual tasks involved in nurturing these leads.

You already know how challenging it is, but have you ever wondered how to simplify the process? Is it really possible? 

With a marketing automation strategy in place, you can strike gold and make your life easier when driving and nurturing more leads. 

Marketing automation can bring efficiency to your marketing efforts and lead generation activities. You can use a marketing automation tool to manage inbound leads, turn visitors into buyers and align every activity to the bottom line. 

Take the following user activities, for example: 

These activities show buying intent. Marketing automation helps you capture this “intent” and automates the process of interacting and follow-up with leads to nurture them into paying customers. 

Does marketing automation work in attracting more leads?

Companies that use marketing register a 451% increase in the number of qualified leads

Driving leads with marketing automation 

All marketing automation strategies have 4 fundamental steps to drive a qualified lead: 

  1. Get found online (attract leads).
  2. Convert visitors into leads. 
  3. Nurture incoming leads.
  4. Close the sales with the help of a sales team (if you run a high-touch sales business).
Customer funnel graph

Marketing automation helps across all stages of converting visitors into buyers. 

Generally, the first challenge marketers face in the crowded online world is to bring people into the funnel. Here’s a simple process for you to get started with attracting leads using marketing automation: 

Step 1: Start building a list 

If you haven’t yet started with email marketing, you should start now and build an email audience. You can ask website visitors and people who frequent your blogs to sign up for your newsletter, like Aherfs. 

Drive more leads with blog forms - Ahrefs example

Another great idea to attract email subscribers is to start a curated email newsletter. If you create a lot of content every week, you can promise visitors to deliver hand-picked topics and blogs to their inbox weekly, like Exploding Topics.  

Drive leads with curated emails - Exploding topic examples
Exploding Topics Newsletter Email Example

Having an email audience is a great way to turn website visitors into leads and customers, eventually. 

To collect email subscribers, you need to use a form lead generation tool. Encharge supports integrations with the major form, webinar, and website builder tools.

Step 2: Create lead magnets 

Let’s say you’ve got decent website traffic. 

Packaging your most valuable content as lead magnets can be a great way to kickstart your lead gen plans. 

We have several lead magnets that we use across the Encharge blog. Check the example below:

You can even repurpose your existing blog posts into downloadable PDFs if you don’t want to initially invest a lot of time. 

ConvertKit turns their guides into downloadable lead magnets and guides to attract leads that can sign up for their service. 

ConvertKit guide lead magnet example

Offering valuable content as a lead magnet gets your foot into the door. You can then use marketing automation flows to follow up and qualify highly engaged prospects. 

Encharge lead nurturing flow example
Click on the image to start with this flow

Step 3: Write a welcome email 

Whatever way leads come into your funnel, you need to onboard them with a personalized welcome email. This is an excellent opportunity to start a conversation and deliver the value you promised. 

A welcome email is your first impression, and as in real life, first impressions last a lifetime. 

While you’re preparing this email, keep the following things in mind: 

  • Write the welcome email in a personal and conversational tone that builds trust.
  • Mention the value they’d get as they become a part of your email audience.
  • Set the right expectations about how often you’d interact with them in the future.

Marketing automation can trigger the welcome email to the new subscribers, but at no point, your email shouldn’t feel like an automated response. 

The people who subscribe to your email list expect a personal and emotional response from you. No need to spend a lot of time on design, but do write as if you’re writing to a friend. 

If you promised something in return for their email, don’t forget to deliver it right away in your first email. 

Encharge welcome email example

The above welcome email we use for one of our email sequences is a suitable example of a personal welcome email that’s written to evoke emotions, set the right expectations, build a connection, and make a subscriber feel valued. 

Step 4: Configure your automation funnel  

Building a marketing automation workflow would help you turn the inbound leads into marketing qualified leads. 

Automated flow Encharge
Onboarding flow in Encharge

All modern marketing automation tools have automated flows, user segmentation, and personalization features. You can use flows to build a relationship with a lead, catch their attention, and encourage them to convert on autopilot. 

For example, you can use the following automated workflow to convert a trial user into a paid customer: 

  1. Create an automated welcome email highlighting the core features of the product, tutorial videos, and help/support information
  2. 3 days into the trial, a second email can be triggered that checks in to how they’re doing, if they have any issues, or need any assistance 
  3. A few days later, another email can share success stories from your existing customers, case studies and ask if they feel they’re getting somewhere close to their desired goals. 
  4. If the trial customer is engaging with the email, you can share a special offer just 3 days before the end of the trial. 
  5. If the lead isn’t engaging with emails, you can create a separate list for reengaging the lead with additional content. 

Encharge’s automated flows can be configured in advance with relevant triggers based on user behavior. Personalized workflows can be triggered whenever: 

  • A new visitor subscribes to your blog or newsletter. 
  • A trial user clicks a link within your marketing email.
  • A subscriber opens your welcome email.
  • Someone interacts with an offer on your landing page. 

You can also use the flow builder to automate lead nurturing, customer onboarding, sales activities, and retargeting unengaged leads with social media ads. 

Lead scoring for lead qualification and nurturing

If you’re getting inbound leads with marketing automation workflow, congratulations! You’ve successfully cleared the first challenge. 

Squid games happy actor

But the battle is not even half-won yet. 

Let’s all agree to something — not every lead is equal and worth spending time on. 

Marketing automation would help you “weed out” the lurkers in your audience and nurture serious leads into customers. You don’t want your team to spend time on low-quality leads, right?

Lead scoring would help you save a lot of time. It would help your team identify low-hanging fruits (MQLs) and increase revenues.  

68% of marketers agree that lead scoring is one of the topmost revenue contributors in their arsenal. 

Lead scoring is a powerful strategy that helps understand the chances of conversion. 

It helps differentiate between “serious” leads and tire-kickers and pass on “sales-ready” leads to the sales team. If a lead has a higher lead score, it is more likely to convert.

A user’s behavior determines an increase or decrease in lead score. Here are some examples: 

Latent Behaviors (Engagement)Active Behaviors (Buying Intent)
Middle of the funnel content: +2Visits pricing page: +10
Attend webinar: +5Watched a demo video: +5
Visit any webpage / blog post: +1Bottom of the funnel content: +10
Visit careers pages: -10Booked a demo call +20
No activity in 2 weeks: -5
No activity in 1 month: -10

Using marketing automation for lead scoring 

Lead scoring allows you to grade every lead based on their behavior, actions, interactions, and activities. 

A marketing automation tool allows you to automate the process of lead scoring by assigning weights to positive (and negative) actions. For example, if a subscriber opens an email, the lead score increases, and vice versa. 

Lead scoring flow in Encharge
Lead scoring flow in Encharge

With Encharge, all your leads can be automatically scored based on: 

  • Website pages visited
  • Number of visits 
  • Email open rate and engagement 
  • Link clicks
  • Blogs read 
  • Downloads
  • Session duration 

Companies use lead scores to establish if a lead is worth spending more time on. Sales teams can convert promising leads faster with lead scores. EverFruitDigital uses a lead scoring method to nurture leads via email marketing and qualify leads. 

Lead scoring flow in Encharge - example 2

Encharge allows you to score users and find leads that are the best fit for your product or service. With a lead score embedded in the general workflow, you can trigger personalization, move leads through the funnel, and qualify leads at a faster rate. 

Use the following workflow to nurture leads with the lead scoring method: 

  • Create scoring criteria where every action increases or decreases a lead score. 
  • Differentiate between scores & weights based on the value of actions. Visiting the pricing page should increase the lead score more than opening an email. 
  • Segment users based on lead scores and activate personalized campaigns to move leads down the funnel. 
  • Set up automatic alerts for the sales team once a lead score reaches a certain threshold. 

Bonus tip: Offer extras to gauge intent & qualify leads faster 

With lead scores in place, you can quickly filter leads with a simple tactic of sharing a highly relevant piece of additional content. 

When you email an unexpected piece of valuable content for free (or an offer), prospects will grab it in an instant. Who doesn’t like relevant freebies?

Image of woman with a gift

The prospects downloading the offer (or content) have the highest buying intent (most of the time at least). These subscribers can be segmented into a “hot leads” segment and automated workflows can be set up to activate the follow-up and sales process

Automated flows within Encharge would allow you to take your lead qualification process to the next level.

Passing sales-ready leads to sales team

This is the moment when you bring your sales team in and let your sales guys “do their thing”. 

The prospects with high lead scores open the path to opportunity for your sales team. 

Lead scoring will help you solve the complaint of “leads not qualified enough.” It will also shorten the sales cycle and ensure that every minute of the sales team is spent on a worthy lead.  

For instance, marketing agency ZEWS uses lead scoring to find and segment highly engaged leads. Users with a lead score of 80+ are segmented into a new list.

A lead score-based segment in Encharge
A lead score-based segment in Encharge

Every time a lead enters the segment, the sales/business development team receives an automatic Slack notification or email notification to follow up with these leads. 

Encharge allows you to create automated notifications for sales staff to help them follow up quickly and close sales faster.

Supercharging conversion rate with user profiles 

Marketing automation will offer insights into every action, every step, and every turn of the buyer journey. This will ensure that your sales team has the right data, information, and content to close the deal. 

User profiles in Encharge

User profiles in Encharge will provide everything you need to hold a fruitful conversation with your leads. A complete picture of the interaction and user’s journey would make it easy for your sales team to answer apprehensions and convert a lead faster. 

Measuring marketing automation success 

Lead generation is easier when you have a marketing automation sidekick. But even Robin needs supervision, at times. 

Batman slaps Robin

Automation without performance analytics can be dangerous (and even wasteful). Any marketing automation strategy is successful when teams are improving in: 

  • Lead generation 
  • Sales & conversions
  • User retention 

You can keep tabs on automation success by tracking important KPIs associated with these activities.

KPIs to track marketing automation success:

Lead GenConversion RateHow many website visitors are converted into leads?

Number of acquired leads/total website visitors 
Cost Per LeadHow cost-effective is marketing automation in acquiring new leads?

Total marketing automation spends/ number of new leads.
Sales, Conversion & RevenueConversion RateHow many qualified leads convert into paying customers?

Converted leads/Number of qualified leads passed to sales team* 100
Revenue Growth How much has marketing automation contributed to total revenue?

Revenue post automation – revenue before automation 
Average Order valueHow much does every paid user spend on you per conversion event?

Total revenue/number of paid subscribers 
Cost per acquisition How much did you spend on acquiring a new paying customer?

Marketing spend in a period/Number of paid customers acquired during the same period
Customer Retention Customer retention rateHow many customers come back or renew their subscriptions after their first cycle ends?

Number of renewals/Total Number of customers* 100
Customer Lifetime ValueHow much does a user spend on you over his lifetime?

Average order value/amount spent.

Number of purchases/renewals every year

Average length of relationships (in years) 

Final thoughts on driving more leads with marketing automation 

Teach a man how to fish, and you’d never have to feed him again. Using marketing automation is the same. If you spend some time with it, you’ll reap the benefits for a lifetime. 

At first, it can feel a bit complex and even overwhelming. But once in place, it would make your lead generation efforts better. 

Make sure to choose the right marketing automation tool, align your lead gen goals, and set the right metrics to track your growth. If you need help with any of these steps, don’t hesitate to book a quick chat with us.

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Meet your new marketing automation platform

Customer messaging tools don’t automate workflows outside your product and marketing automation tools are bad at behavior emails. Encharge is the best of both worlds — a marketing automation platform built specifically for B2B SaaS businesses

“Encharge helped us visually redesign our onboarding flow resulting in a 10% increase in our trial activation rate."

Camille Richon
Founder Payfacile
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Use Cases
Marketing automation
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Lead nurturing
Nurture email leads into trial users and customers.
User onboarding
Boost product activation and guide your users to value faster
Trial conversion
Smart marketing automation and behavior-based emails to double your trial conversion.
Success Stories
Landbot automates the onboarding for 80,000+ users while saving 320 hours/month
Confect transitioned to Product-Led Growth and increased user engagement by 28%
Samdock reduced the cost and time spent on acquiring a new customer by 77% with Encharge
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Store and customize all your data the way you use it right inside of Encharge
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