7 Essential Marketing Flows for Online Retail and DTC Brands

Ready-to-use flows for CRM marketers of all levels — from beginners to pros. Create automated omnichannel communication sequences across email, SMS, mobile and web push channels, engaging customers online and offline. Enrich these flows with tailored offers and website personalization.

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Essential Marketing Automation Workflows for B2C Companies

7 omnichannel communication flows

Covers key customer lifecycle stages: from lead generation to reactivation and repeat purchases

A/B
test ideas

Discover deep audience insights and leverage this data for higher engagement and conversion rates

Case studies
and references

Successful campaign examples from clients across multiple industries — from fashion and food retailers to health and electronics stores

Personalized flows that bring you closer to your customers

The guide contains 7 flow examples to help you personalize communications with customers using RFM, website activity, or their personal details. The flows only need to be set up once and can help you replace the majority of your bulk campaigns, delivering relevant information at the right time, encouraging customers to make repeat purchases.

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Lead collection
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Welcome series
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Reactivation
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Abandoned purchase
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Abandoned order
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Canceled order
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Birthday series

Think of this guide as a source of hypotheses and recommendations, rather than a set of hard and fast rules. To get the most value out of the guide, adapt the flows, ideas, and tips to your unique business needs, relying on tests and metrics.

What else
is in the guide?

Expert tips

to help you increase flow effectiveness based on our experience with over 750 clients

Expert tips

15 client case studies

in multiple niches for deeper insights and even more marketing flow ideas

15 client case studies

Real-life examples

with visual references of top-performing flows from industry leaders such as Miele, Incanto, Bausch + Lomb, and more

Real-life examples