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5 day-to-day activities you can automate with Bigin workflows

5 day-to-day activities you can automate with Bigin workflows

Tamanna
Published : June 14, 2022
Last Updated : August 8, 2023
1.3K Views
3 Min Read

As a small business owner you can't be everywhere and doing everything—and thats where workflows can help. Workflows are a feature in Bigin that allow you to set condition-based actions, automate repetitive time-consuming tasks, and make work effortless and uncomplicated.

To set up a workflow all you have to do is set a trigger for the workflow to start. You just designate a condition for the trigger and then choose the action to be done when the condition is met—three easy steps that will save you a lot of time!

With Bigin's workflows you can get complicated and laborious work done in seconds. Let's take a look at 5 different industry-based examples to see how workflows can be a life saver.

Getting ratings for your business made easy
Travel Agency

Want your customers to rate you online or give you feedback on how smooth booking through your website was?

Getting good ratings is integral, because it helps new customers get a preview of what they're going to experience with your company.

Well, workflows can help you even there—you can simply set a workflow for sending an automated email asking customers for a rating. With workflows set up, gone are the days of having to email each of your customers to ask for a rating.

Filter you target audience more efficiently
E-commerce Store

Tags act as labels when you have to categorize records based on certain characteristics. Adding tags can give you better clarity by giving records unique identifiers which will help you segment them in a more efficient way.

Knowing your target audience is crucial, since there's a huge market for certain products abroad. You'll have to send emails and tailor your offerings using different strategies, if you're trying to cater for these customers overseas.

With workflows, whenever a customer from abroad is signing up to your website or mailing list to learn more about your store, you can simply add tags. This way, it'll be easier to identify and categorize who your target audiences are

Make their birthdays extra memorable with workflows
Clothing store

Sending a simple birthday message is a way of showing your customers that they're valued. It can make them feel like they're important to you, and it's a great way to retain customers.

Imagine you own an online store and want to send birthday messages to customers every year, as well as give them a special offer to make them feel valued. All you have to do to have the emails sent out automatically is to specify the date when the workflow should be triggered and the emails will be sent without any extra effort on your part.

Never forget to send a follow-up on time again
Subscription Service

With workflows, you can set both instant actions and scheduled actions.

For example, Bigin's workflow feature lets you automate renewal emails before the plan expires, and you can even send automated follow-up emails introducing new plans and offers.

If you want to send a reminder email to your subscribers 10 days before their plan expires, you can easily do it by scheduling the workflow action at a specified time interval—in this case, 10 days before the plan expires.

Boost productivity by assigning tasks and updating fields
Edtech company

With workflows, you can assign tasks to employees and update fields instantly.

For example, an edtech company may have users signing up from different regions, and calling sales representatives every time a new student signs up can be a hectic task.

With Bigin's workflows, you can automatically assign sales reps for multiple regions. So whenever a potential student, parent, or school shows interest in a demo, you don't have to manually call and figure out which sales rep is available—you've already allocated sales reps to specific regions. You can also automate alerts for your sales rep for whenever a student signs up.