How To Automate Follow-Ups From WordPress Lead Forms

Capturing leads through your website is a convenient way for your business to attract and engage prospects. But although research reveals 78% of customers buy from the first company that responds to their inquiry, this is just the beginning. You still need to follow up and turn them into customers. (1)

Prompt and efficient follow-ups are ideal. However, manually doing them can be time-consuming and prone to errors, especially for businesses managing a high volume of inquiries. That’s why you need to automate this process. This article will discuss how you can go about it.

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Create an Automated Follow-Up Sequence

One of the most significant benefits of automation is the ability to send reminders to your prospects. For instance, instead of manually sending emails to each lead you get from your WordPress lead form, you can set automated messages reminding them to subscribe to newsletters, check more products, or book a consultation.

Additionally, you can use ringless voicemail to send personalized messages directly to your prospects. Such tools have a high delivery rate and can handle a large number of leads at a time.

While automated follow-up sequences make it easy to engage customers at scale, you need to find a balance between consistency and overwhelming your leads to the point where they unsubscribe. Instead of pushing more messages to a few clients, why not simultaneously send voicemail and instant messages to thousands of leads? Then, you can space out subsequent messages appropriately and use analytics to track open rates, click-through rates, and conversions.

Platforms such as Drop Cowboy offer resources that further explain the workings of tools like ringless voicemail. These come in handy if you want to learn how to maximize their capabilities.

Choose the Right Lead Form Plugin

WordPress offers a wide range of plugins; select the one that suits your business needs best. Some of them are basic and beginner-friendly but lack advanced features such as integration capabilities, making them ideal for small businesses lacking big systems.

When choosing a plugin, it’s crucial to look for features that support automation. These include sending automated emails, integrating with email marketing software, and connecting with customer relationship management (CRM) systems. Tools with automation capabilities increase qualified leads.

A user-friendly option like WPForms might be ideal if you’re starting. Need advanced customization or integration with multiple platforms? There’s a plugin for that as well. Ultimately, the plugin should grow with your business and accommodate increasing lead volumes.

Set Up Form Notifications

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You’ll need to configure the correct form notifications with the right plugins. These are alerts that are triggered whenever someone submits a lead form so you can provide timely follow-ups.

Fortunately, most WordPress lead form plugins make it easy to set up email notifications. You can configure them to send instant email alerts to your sales team whenever a new lead comes in. You can also set up an autoresponder email to acknowledge the lead submission, reassuring the prospect that their inquiry has been received.

You can step up your notifications by customizing them with details such as name, contact information, and message based on their interaction stage. This makes it easier for your team to provide a personalized response. You can also set up conditional notifications for different types of inquiries to ensure the right team member gets notified for specific requests.

Integrate With Email Marketing Tools

Emails are crucial for engaging leads; therefore, your lead generation form should easily integrate with email marketing and automation tools. Currently, 63% of email marketing uses automation, which makes it the perfect avenue to implement automated follow-up, track engagement, and reduce overall marketing costs. (2)

You can use built-in integrations or third-party services to connect your lead forms to an email marketing tool. This will allow you to add new leads to your email lists automatically. You can create workflows that send targeted follow-up emails based on the lead’s behavior or preferences. Also, it’s easy to scale your marketing efforts based on how the email list grows without changing the whole process.

Integrating your lead form with email tools also allows you to segment your leads to send tailored content to different groups. Say, if a lead submits a form expressing interest in a specific product or service, you can send them an email sequence focused on that offering.

Track and Optimize Follow-Up Process

About two of five marketers globally say their customer journey process is entirely or mostly automated. If you’re one of the 40%, great. Still, you need to track and optimize your follow-up process to know what’s working and what’s not. (3)

Start using analytics tools to measure key metrics like email open rates, response times, and conversion rates. Consider using a customer relationship management (CRM) system as well to track interactions with leads and identify areas for improvement. And remember to review the follow-up sequence to identify bottlenecks such as ineffective messages.

Final Thoughts

Automating follow-ups from WordPress lead forms is an excellent strategy for businesses to save time and boost conversion rates. The tips discussed in this article can help you set up a successful lead generation campaign and build stronger relationships with your prospects. Start automating your follow-ups today and watch your leads turn into loyal customers.

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