Guide to digital marketing workflows

Are you struggling to stay organized at work? Are tasks falling through the cracks, causing you to miss deadlines and disappoint clients?

It may be time to implement a workflow — a sequential, step-by-step breakdown of project tasks from start to finish — to get you back on track. By carefully managing an array of tasks (as well as who’s responsible for each of them), workflows help

Cut costs, time, and resources
Improve productivity and profitability
Achieve company goals
Streamline communication and collaboration

You can create workflows for your entire organization (especially if it’s on the smaller side), for specific departments — like sales, human resources, finance, or IT — or for repeating processes.

While workflows are beneficial for every department and project type, digital marketing can be a particularly harrowing endeavor for many businesses. Here’s a breakdown of digital marketing workflows, including benefits and use cases as well as how to automate them.

Overview of digital marketing workflows

Whether you’re developing an editorial calendar, scheduling social media posts, running reports to track growth and metrics, or editing ad copy, digital marketing workflows can help. Not only does a strong marketing workflow offer benefits like improved communication, collaboration, and productivity across your department, but it can also help you

Reduce errors and duplicate work
Target your ideal customer across multiple channels
Run powerful, personalized marketing campaigns at scale
Generate more high-quality leads
Track and measure campaign performance

Use cases for workflow automation

By creating an easy-to-use, easy-to-follow digital marketing workflow, your team can coordinate with each other on small tasks as well as big-picture projects. Your team members will be organized and engaged from the outset, and you’ll be amazed at the results you’re able to capture by building a strong framework first.

While digital marketing workflows can help you run a multitude of processes, here are three use cases where they can be particularly helpful.

1. Content marketing

To effectively generate high-quality leads and close deals faster, content marketing is a must. It’s one of the most important pillars in an effective marketing strategy, differentiating your brand from your competitors in the market, building trust with and educating your target audience, and improving your conversion rate.

By applying a workflow to manage your content marketing strategy — primarily the ever-shifting parts of it — your team will be able to write and edit content, analyze competitors, and publish campaigns more effectively and efficiently than before.

It’s one thing to create compelling content; it’s quite another to push it through the right social channels for maximum visibility and engagement, especially in such a competitive environment.

A strong digital marketing workflow will only heighten the success of your social media marketing efforts. From developing and creating content to making graphics and scheduling posts, a powerful workflow can help you attract and engage your audience and convert on all your social media outlets.

3. Search engine optimization (SEO) marketing

As Google search ranking algorithms change frequently, it’s important to be aware of the latest updates and make sure you’re always creating and optimizing quality content to boost your ranking, no matter what the update is or when it occurs.

By implementing a digital marketing workflow, you can get ahead in your local SEO market by improving both on- and off-page SEO, monitoring your backlink profile, tracking keyword ranks, and following competing domains.

Digital marketing workflow automation with Jotform

Software platforms like Jotform can help you automate workflow steps to save your team time and ensure no part of the process gets overlooked.

With Jotform Workflows, you can design workflows that include multiple forms, integrate with other software platforms like ClickUp and Mailchimp, process payments, and more — all without any coding. Build workflows that include creative, powerful digital marketing forms.

Take advantage of form templates for lead generation, customer feedback, product surveys, referrals, client testimonials, and influencer collaboration contracts, to name just a few. You can even track all of your new clients with a client onboarding table.

Jotform makes it easy to

Generate referrals
Prioritize customer retention
Manage social media channels (thanks to social media contact and social media poll form templates)
Request website or SEO content
Onboard customers through support and tutorials
Manage new and existing clients

Implementing a digital marketing workflow makes work life simpler, streamlines everyday processes, and saves you time and money.

More importantly, by tracking and managing your marketing tasks, resources, campaigns, and team members — and by automating these processes with a platform like Jotform — you’ll have more time to design creative, personalized campaigns that will be sure to drive growth.

Photo by Kelly Sikkema on Unsplash

Was this article helpful?

Yes

We're sorry to hear that. What problem did you have with the article?

How can we improve this article?

What did you like best about this article?

AUTHOR

Jotform Editorial Team

Jotform's Editorial Team is a group of dedicated professionals committed to providing valuable insights and practical tips to Jotform blog readers. Our team's expertise spans a wide range of topics, from industry-specific subjects like managing summer camps and educational institutions to essential skills in surveys, data collection methods, and document management. We also provide curated recommendations on the best software tools and resources to help streamline your workflow.