This document provides use case examples for how to utilize various marketing automation workflows and triggers in Bislr. It includes summaries of workflows for webinar follow up, feature releases, partner events, long sales cycle campaigns, live event follow up, multi-path flows, paid advertising, page visits, form submissions, and call to action clicks. For each use case, it provides opening questions, solutions using Bislr, benefits, and step-by-step instructions on setting up the workflow. It also includes tips for getting more out of Bislr for each use case.

1. Company D
Company C
Company B
Company A
Bislr, Inc
USE CASE CATALOG

2. Multi Path Flows Bas
Table of Contents
ed on Respons
4
Webinar Follow Up
How can you keep in contact with webinar attendees?
How can you continue the conversation based on the
attentiveness of your audience?
Paid Advertising
6
Feature Release
in your
How can you communicate with some or all contacts
database in a one-off basis?
, products,
How can you announce a change within your business
or services in an organized manner?
8
Partner Event
ain period
How can you send invites to a certain group over a cert
of time?
Campaign for Longer Sales Cycles
10
contacts
How can I automate a series of touches to a group of
over an extended period of time?
X file?
How can I use Bislr in
conjunction with paid
search advertising
across social channe
ls?
How can I utilize digi
tal ad spend with mar
keting automation?
How can I see which
contacts come from
each channel of paid
advertising?
Visits Page Trigger
How can I market to
contacts based on th
e pages they visit?
How can I set up a w
orkflow trigged by a
page visit?
How can I notify sale
s when a lead has vi
sited an important
page?
Form Submission (Ga
How can I take actio
ted Content)
n based on form subm
Clicks CTA
12
Live Event Follow Up
How can you nurture leads from a .CSV, .XLS or .XSL
e
How can I manage a
14
nurture flow that’s lin
ked to gated conten
How can I manage w
t?
orkflows for response
s to focused content,
such as whitepapers
?
How can I manage m
arketing automation
for tradeshows or
events?
issions?
16
18
20
How can I manage nu
22
rture 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?

3. Webinar Follow Up
1
2
3
PURPOSE
How can you keep in contact with webinar attendees?
How can you continue the conversation based on the attentiveness of your
audience?
4
SOLUTION
Bislr makes nurturing webinar attendees and registrants trivially easy thanks to
our deep integration with GoToWebinar and our Autopilot app.
BENEFITS
Continue the conversation with leads interested in your products and services
Easily manage workflows for leads based on attendance
Easily manage multiple and automate touch points
5
HOW TO GET MORE OUT OF BISLR
1. Select the GoToWebinar trigger and drag it onto the canvas
2. Connect your actions. In this example, we’re using email as our channel of
communication
3. Define a wait step
4. 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.
5. Repeat this grouping of conditions and actions as you see fit.
Bislr Pro Tip
For 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.

4. 1
2
3
Feature Release
4
OPENING QUESTIONS
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?
SOLUTION
Bislr 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.
BENEFITS
Quickly launch a communication in minutes using Bislr’s powerful OS
HOW TO GET MORE OUT OF BISLR
1. 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.
2. Select list of contacts. This action selects which group/groups of contacts
to receive your communication.
3. Select your email
Bislr Pro Tip
Consider 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).
4. Configure a delay and a condition. Those who don’t open, should receive
the same email with a different subject line.

5. Partner Event
1
2
OPENING QUESTIONS
How 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?
SOLUTION
With Bislr, it’s very easy to configure a list of segmented contacts and send
invites accordingly.
4
3
BENEFITS
Send initiations with confidence and accuracy based on smart list critera
HOW TO GET MORE OUT OF BISLR
1. Configure a smart list of contacts or a static list to receive your invitation
2. Select your email to launch
3. Select a wait step
4. Configure a delay and a condition. Those who don’t open, should receive
the same email with a different subject line.
Bislr Pro Tip
For 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.

6. 2
3
1
Campaign for Longer Sales Cycles
OPENING QUESTIONS
How can I automate a series of touches to a group of contacts over an
extended period of time?
SOLUTION
Bislr’s Autopilot allows you to set up series of communications for long
nurture cycles.
BENEFITS
Configure and manage long tail nurturing lifecycle
Create specialized content tracks for segmented groups
HOW TO GET MORE OUT OF BISLR
1. The flow launches with a trigger timer trigger at a certain date and time.
2. 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
3. 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.
Bislr Pro Tip
Complete 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.

7. 1
2
3
Live Event Follow Up
OPENING QUESTIONS
How can you nurture leads from live, in-person events, where all your leads
are captured in a .csv, .xls, or .xlsx file?
4
SOLUTION
Through 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.
5
BENEFITS
Seamlessly launch contacts onto a nurture tracks with a safety net to capture
those who don’t respond to your communications for later marketing.
HOW TO GET MORE OUT OF BISLR
1. Configure a smart list of contacts or a static list to receive your invitation.
2. Select your email to send.
3. Select a wait step; configure the delay as you see fit.
4. 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.
5. Don’t forget about your safety net. Notice the two Check Email conditions
that feed into a ‘Recycle’ list.
Bislr Pro Tip
Insert 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.

8. 1
2
Multi-Path Flows Based on Response
3
OPENING QUESTIONS
How 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?
1
2
4
SOLUTION
Bislr’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.
BENEFITS
Easily 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
HOW TO GET MORE OUT OF BISLR
1. If you have several forms adding contacts to lists, use the ‘Add to list’
action to enter contacts into the flow.
2. 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.
Bislr Pro Tip
Define 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.
3. Connect your email sends/other marketing automation actions into the
flow as appropriate to your goals.
4. 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.

9. Paid Advertising
1
OPENING QUESTIONS
How 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?
2
SOLUTION
Bislr’s Campaign Tracker tracks conversions from paid search campaigns
and reveals contacts that converted instead of a count of conversions.
BENEFITS
Launch marketing campaigns based on conversions from a channel of paid
advertising
Leverage campaign tracker in conjunction with existing online media buying
Discover who converts, not just a count
HOW TO GET MORE OUT OF BISLR
1. 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.
2. Create unique tracking URLs in the Campaign Tracking App.
3. Configure a delay and a condition. Those who don’t open, should receive
the same email with a different subject line.
Bislr Pro Tip
For 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.

10. 1
2
3
Visits Page Trigger
OPENING QUESTIONS
How 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?
SOLUTION
Through Bislr’s ‘Visit Page’ trigger in autopilot, you can set up workflows to
interact with contacts through Twitter or email.
BENEFITS
Set up ‘tripwire’ workflows that automatically respond to the pages that your
contacts are visiting on your website.
HOW TO GET MORE OUT OF BISLR
1. Select the ‘Visits Page’ trigger and select the page will serve as the
activator for the campaign.
2. 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
3. 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.
Bislr Pro Tip
Use 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.
*It’s important to note that only contacts who are exist within your
database can receive email marketing campaigns.

11. 1
2
4
Form Submission (Gated Content)
3
OPENING QUESTIONS
How can I take action based on form submissions?
SOLUTION
Using Bislr’s Autopilot, it is possible take actions based on form submissions
as well as form field matches.
BENEFITS
Manage nurture flows based on content, enhance your database
segmentation and enhance your lead engagement.
HOW TO GET MORE OUT OF BISLR
1. 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.
2. Configure the second step in your workflow. In this example, we’re adding
contacts that submit a form to a list for organization purposes
3. 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.
4. Consider using another channel, such as Twitter, to engage with your
audience.
Bislr Pro Tip
Send a thank you to anyone submitting a form, with links to related assets
which might be of interest, to increase engagement.

12. 1
2
Clicks CTA
OPENING QUESTIONS
How 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?
SOLUTION
Bislr’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
BENEFITS
Configure a series of events to occur based on clicks on Calls To Actions
used for your marketing efforts
HOW TO GET MORE OUT OF BISLR
1. 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.
2. Configure subsequent in this actions. In this example, we’re using an
email send flow that includes a delay as well as including conditional resends based on open/not opened status of the first (and following) email
communications.
Bislr Pro Tip
Plan 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.

13. For more information, contact us!