Bislr Use Case Catalog

USE CASE CATALOG

Company A

Company B

Company C

Company D

Bislr, Inc

Table of Contents

Webinar Follow UpHow can you keep in contact with webinar attendees?

How can you continue the conversation based on the

attentiveness of your audience?

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Feature Release 6

How can you communicate with some or all contacts in your

database in a one-off basis?

How can you announce a change within your business, products,

or services in an organized manner?

Partner Event 8

How can you send invites to a certain group over a certain period

of time?

Multi Path Flows Based on Response 14How can I manage a nurture flow that’s linked to gated content? How can I manage workflows for responses to focused content, such as whitepapers?How can I manage marketing automation for tradeshows or events?

Paid Advertising16How can I use Bislr in conjunction with paid search advertising across social channels?

How can I utilize digital ad spend with marketing automation? How can I see which contacts come from each channel of paid advertising?

Visits Page Trigger18How can I market to contacts based on the pages they visit?How can I set up a workflow trigged by a page visit?How can I notify sales when a lead has visited an important page?

Campaign for Longer Sales Cycles 10

How can I automate a series of touches to a group of contacts

over an extended period of time?

Live Event Follow Up 12

How can you nurture leads from a .CSV, .XLS or .XSLX file?

Form Submission (Gated Content) 20How can I take action based on form submissions?

Clicks CTA22How can I manage nurture flows based on which Calls To Actions (CTA’s) that contacts engage with?

How can I automate a series of actions to occur when a CTA is clicked?

Webinar Follow Up

PURPOSEHow can you keep in contact with webinar attendees?How can you continue the conversation based on the attentiveness of your audience?

SOLUTIONBislr makes nurturing webinar attendees and registrants trivially easy thanks to our deep integration with GoToWebinar and our Autopilot app.

BENEFITSContinue the conversation with leads interested in your products and servicesEasily manage workflows for leads based on attendanceEasily manage multiple and automate touch points

HOW TO GET MORE OUT OF BISLR

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Select the GoToWebinar trigger and drag it onto the canvas

Connect your actions. In this example, we’re using email as our channel of communication

Define a wait step

Connect the wait step to the condition. The condition checks to see if the first email was opened. If the first email was opened, the condition connects to another send email action.

Repeat this grouping of conditions and actions as you see fit.

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Bislr Pro TipFor webinar follow up, send an on-demand recording of the webinar (for both attendees and those who registered but did not attend). This will extend the reach of your content. Consider a special path for attendees: Invite them to a “deep dive” webinar that builds on the first webinar’s topic, or send personalized emails from your sales team for 1:1 product demos.

Bislr Pro TipConsider segmenting your lists by geographical territory. This way you can create a unique trigger timer for each geo, which correspond to an ideal “send time” in each geo’s time zone(s).

Feature Release

OPENING QUESTIONSHow can you communicate with some or all contacts in your database in a one-off basis?

How can you announce a change within your business, products, or services in an organized manner?

SOLUTIONBislr makes it quick and easy to streamline communications to your audience as well as account for those who do not respond to the first touch.

BENEFITSQuickly launch a communication in minutes using Bislr’s powerful OS


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Time trigger. Use this trigger to define a time and date to commence the Autopilot flow. Think of the trigger timer as the fuse that ignites your automation.

Select list of contacts. This action selects which group/groups of contacts to receive your communication.

Select your email

Configure a delay and a condition. Those who don’t open, should receive the same email with a different subject line.

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Partner Event

OPENING QUESTIONSHow can you send invites to a certain group over a certain period of time?How can you automate invite sending to a group of contacts?

SOLUTIONWith Bislr, it’s very easy to configure a list of segmented contacts and send invites accordingly.

BENEFITSSend initiations with confidence and accuracy based on smart list critera


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Configure a smart list of contacts or a static list to receive your invitation

Select your email to launch

Select a wait step


Bislr Pro TipFor high-touch Partner Events, address and sign the email from a leader or senior member of your organization. Customize the vanity “From” address to be [e.g.,CEO’s name] and set the actual “Reply to” address to an inbox managed by your marketing team. Also, create a custom signature and drop into the email using Bislr’s Signature App.

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http://support.bislr.com/knowledgebase/articles/287309-filtering-contacts-with-a-smart-list

Bislr Pro TipComplete analysis to determine the average number of days from Lead ---> Opportunity creation. The automated campaign’s should be equal in duration. This is the “front-end” of your buying cycle, where lead nurturing will have its greatest impact.

Campaign for Longer Sales Cycles

OPENING QUESTIONSHow can I automate a series of touches to a group of contacts over an extended period of time?

SOLUTIONBislr’s Autopilot allows you to set up series of communications for long nurture cycles.

BENEFITSConfigure and manage long tail nurturing lifecycle Create specialized content tracks for segmented groups


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The flow launches with a trigger timer trigger at a certain date and time.

Configure a smart list of contacts or a static list to receive your invitation; select list of contacts. This action selects which group/groups of contacts to receive your communication

Notice that the flow is: send email -> wait -> check status -> if the initial communication was unopened, another email is sent with a separate subject line. If the initial contact was opened, the flow sends another email and repeats this clause throughout the series.

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Live Event Follow Up

OPENING QUESTIONSHow can you nurture leads from live, in-person events, where all your leads are captured in a .csv, .xls, or .xlsx file?

SOLUTIONThrough a combination of Bislr’s Contacts and Autopilot app, Bislr allows you to quickly launch a certain set of contacts down a tailor-made nurturing path.

BENEFITSSeamlessly launch contacts onto a nurture tracks with a safety net to capture those who don’t respond to your communications for later marketing.


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Configure a smart list of contacts or a static list to receive your invitation.

Select your email to send.

Select a wait step; configure the delay as you see fit.

Bislr Pro TipInsert a column into your file for “source” and insert the event name into every record. Then upload your files to Bislr and map this field in the file to the same field in Bislr. This will enable you to do further segmentation and targeting using field values.

Configure a delay and a condition. Those who don’t open should receive the same email with a different subject line. Notice how this segment is repeat with the second email touch in the series.

Don’t forget about your safety net. Notice the two Check Email conditions that feed into a ‘Recycle’ list.

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Bislr Pro TipDefine business logic to move leads down different paths based on “response”. Define which “response” (e.g. click-through, download, form submit) represents a “lead creation” event, and assign these leads to members of your sales team.

Multi-Path Flows Based on Response

OPENING QUESTIONSHow can I manage a nurture flow that’s linked to gated content? How can I manage workflows for responses to focused content, such as whitepapers?

SOLUTIONBislr’s Autopilot can take actions based on when contacts are added to certain lists through triggers such as lading page form submissions and page visits.

BENEFITSEasily manage multiple entry points into one flow of content Structure a nurture flow based on content and interest Assign leads to members of your team


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If you have several forms adding contacts to lists, use the ‘Add to list’ action to enter contacts into the flow.

Be sure to configure wait steps according to your marketing goals. As a best practice, we recommend that wait steps always come AFTER the action, and conditions follow the wait step.

Connect your email sends/other marketing automation actions into the flow as appropriate to your goals.

If appropriate to your organization, you can use ‘Assign to user’ Autopilot flows to assign contacts to users for follow up. We recommend using these actions later in the flow, after contacts have shown sufficient engagement.

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Paid Advertising

OPENING QUESTIONSHow can I use Bislr in conjunction with paid search advertising and social channel campaigns? How can I continue the conversation with leads which originate in paid campaigns?”How can I see which contacts come from each channel of paid advertising?

SOLUTIONBislr’s Campaign Tracker tracks conversions from paid search campaigns and reveals contacts that converted instead of a count of conversions.

BENEFITSLaunch marketing campaigns based on conversions from a channel of paid advertisingLeverage campaign tracker in conjunction with existing online media buyingDiscover who converts, not just a count


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You can use ‘Converts on Campaign’ triggers to ignite an Autopilot flow. Clicking on circle displays a dropdown menu where you select from existing campaign tracker programs. Campaign tracker programs are managed in the Campaign Tracker app.

Create unique tracking URLs in the Campaign Tracking App.


Bislr Pro TipFor multi-channel campaigns, you will most likely feature the same offer across multiple ad channels (and use multiple landing pages). However, you can feed them all into one follow-up nurture - since the core offer was the same.

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Bislr Pro TipUse this trigger with discretion, for “high value” web pages, such as pricing and product specification pages. These are the page visits which are more likely to represent a lead in a purchase / consideration cycle.

Visits Page Trigger

OPENING QUESTIONSHow can I market to contacts based on the pages they visit?How can I set up a workflow trigged by a page visit?How can I notify sales when a lead has visited an important page?

SOLUTIONThrough Bislr’s ‘Visit Page’ trigger in autopilot, you can set up workflows to interact with contacts through Twitter or email.

BENEFITSSet up ‘tripwire’ workflows that automatically respond to the pages that your contacts are visiting on your website.


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Select the ‘Visits Page’ trigger and select the page will serve as the activator for the campaign.

Once you’ve selected the page, begin to construct your workflow. In this example, the second step is to add the contact to a list, for organization purposes. For example, you could create a ‘Visited Pricing Page’ list or

Then, connect the rest of your workflow. In this example, the following steps are two send email steps, including conditional re-sends based on open/not opened.

*It’s important to note that only contacts who are exist within your database can receive email marketing campaigns.

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Form Submission (Gated Content)

OPENING QUESTIONSHow can I take action based on form submissions?

SOLUTIONUsing Bislr’s Autopilot, it is possible take actions based on form submissions as well as form field matches.

BENEFITSManage nurture flows based on content, enhance your database segmentation and enhance your lead engagement.


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Drag Submits Form trigger onto the canvas and select a form that will trigger the Autopilot flow. When site visitors submit the form in question, the automation you define on the canvas will commence.

Configure the second step in your workflow. In this example, we’re adding contacts that submit a form to a list for organization purposes

Bislr Pro TipSend a thank you to anyone submitting a form, with links to related assets which might be of interest, to increase engagement.

Configure subsequent in this actions. In this example, we’re using an email send flow that includes a delay as well as including conditional re-sends based on open/not opened status of the first (and following) email communications.

Consider using another channel, such as Twitter, to engage with your audience.

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Bislr Pro TipPlan your use of the CTA Trigger in the context of other triggers you intend to leverage (Submits Form, Downloads File, Visits Page, etc). Decide which action represents a “response” type that warrants automated follow-up.

Clicks CTA

OPENING QUESTIONSHow can I manage nurture flows based on which Calls To Actions (CTA’s) that contacts engage with?

How can I automate a series of actions to occur when a CTA is clicked?

SOLUTIONBislr’s Call To Action app allows you to make engaging, graphical calls to action buttons or banners for use on your website. Additionally, Autopilot supports ‘Clicks on CTA’ call to action

BENEFITSConfigure a series of events to occur based on clicks on Calls To Actions used for your marketing efforts


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Select the Call To Action Trigger and drag it onto the canvas. Select the specific Call To Action that you want to trigger the subsequent actions.

Configure subsequent in this actions. In this example, we’re using an email send flow that includes a delay as well as including conditional re-sends based on open/not opened status of the first (and following) email communications.

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For more information, contact us!

http://www.bislr.com/make-contact

Bislr Use Case Catalog

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