How to Improve Your Site with Website Automation
A value-driving website is more than just an online brochure—it’s a critical business asset that, when fully utilized, delivers ongoing benefits. Beyond good design, a well-built site should actively work for your business by streamlining processes, enhancing customer experience, and driving more conversions through website automation tools.
At Chek Creative, we help businesses unlock their digital potential by automating key website functions that increase efficiency and save time. Let’s look at a few examples of how web automations can transform your business.
Gated Content with Marketing Automation Integration
We recently implemented a gated content strategy that allows the client to more effectively capture leads. Through site automation tools, the business now offers valuable resources to site visitors in exchange for their contact information. This contact form submission connects seamlessly with a marketing automation platform, enabling automated email follow-ups and targeted marketing campaigns. Website automation tools like this make it a piece of cake to nurture leads based on the content a user has engaged with, ultimately driving more conversions and improving the overall customer journey.
MANTL's website is directly connected to their Marketo platform, gating content until visitors submit a single form that feeds their CRM and unlocks all available resources.
In the case of our client above, implementation hinged on developing custom forms that trigger actions in the marketing platform once a user submits their details. The user will then receive automated emails with personalized content tailored to their interactions. This system helps businesses stay top-of-mind with their prospects and convert more leads over time.
CRM Integration and Automated Scheduling
Another great example of website automation is the integration of customer relationship management (CRM) software with automated scheduling tools that can handle appointments or consultations. With CRM integration, the system is set up to automatically schedule consultations based on staff availability whenever a potential customer makes an inquiry. This reduces manual coordination efforts in a big way, ensuring timely and efficient service for every customer.
We were recently tasked with automating this process for one of our partners. We tackled this by configuring custom workflows that sync new inquiries with the CRM and then trigger a scheduling process. This type of site automation helps businesses not only save time but also boost overall customer satisfaction by providing a more responsive, streamlined digital experience.
The Exterior Living Company utilizes Calendly to schedule their in-home appointments. By connecting form submissions directly to their scheduling tool and CRM, we created a seamless flow from the point of initial interest through scheduling.
Auto-Tagging Orders for Fulfillment
Website automation can also significantly improve order management processes. For example, the process of tagging product orders based on fulfillment needs can be automated to help streamline operations. Once a customer places an order, the system will automatically categorize it according to the specific fulfillment tags required. This results in much faster rates of processing and shipping orders.
In one of our case studies, the Chek team built a custom automation that examines order details and applies the appropriate tags without any manual input. This ensures that each order moves through the fulfillment process smoothly, reducing errors and enabling faster shipping times.
How Chek Creative Builds and Manages Web Automations
At Chek Creative, we specialize in building customized web automations using tools like Make.com and custom Node.js applications. We handle everything from setup to ongoing management, ensuring your automations always run smoothly.
Our web automation service package includes:
- Documentation: Clear, step-by-step guides for your team and ours.
- Monitoring: Continuous monitoring of automations to prevent issues and respond quickly should things go wrong.
- Reporting: Regular status updates on performance and areas recommended for improvement.
With this comprehensive approach to website automation, we help businesses reduce manual tasks, improve efficiency, and ultimately drive greater value through their websites.
Automating your website isn’t just about saving time—it’s about maximizing the return on your digital investment. Ready to make your website work smarter? Get in touch with us to see how we can help you implement website automation tools that drive results.