Audience Workflow Templates

a6sense provides Audience Workflow templates for common workflow scenarios. The templates are starting points for customizing your own workflows.

You can easily modify the templates by configuring nodes, changing third-party platforms, deleting nodes, or adding nodes.

Every workflow starts with a segment.

Use the templates

To use the Audience Workflow templates:

1. From the ABM menu, select Audience Workflows.

2. From the Workflows List, at the top right corner click Create.

3. Browse the template library and select a template. Refer to the descriptions of the templates below, if needed.

4. In the Create Workflow popup, name your workflow.

5. Add the segment to use.

6. If needed, select the Category (6sense Predictive model) to use.

7. Define the schedule.

8. Click Save. The new workflow opens.

9. On the canvas, nodes that are not configured are indicated by a yellow border. Go to each one and configure it for your Segment and needs.

10. You can modify, delete, or add nodes as needed.

The following sections describe each template.

Go-to-Market templates

Generate 6QAs and Book Meetings (Predictive) template

The Generate 6QAs and Book Meetings uses 6sense Predictive buying stages to push accounts through a multi-stage journey and book qualified meetings for sales. A decision node categorizes accounts to funnel stages, top, middle, and bottom.

• Top of funnel (TOFU) accounts get an AI Email nurture campaign and 6sense display ads. Another decision node look for intent, and accounts that show intent get YouTube ads.

• Middle of funnel (MOFU) accounts get additional ads (listed in Prerequisites below)

• Bottom of funnel 6QA accounts go through the Purchase Contacts and Save Purchased Contacts to CRM nodes, a LinkedIn campaign, and AI Email meeting request, and a gift using a campaign in your CRM. When an opportunity opens for an account, it is removed from the campaigns.

Prerequisites (customizable)

• The configured 6sense Predictive add-on.

• For the top-of-the-funnel (TOFU) accounts:

  • An AI Email nurture campaign.

  • 6sense display ads campaign.

  • Advertising campaign for YouTube.

• For the middle-of-the-funnel (MOFU) account:

  • 6sense display ads campaign.

  • Instagram ads via Meta campaign.

  • LinkedIn CPC ads campaign.

• For the 6QA accounts at the bottom of the funnel:

  • A configured CRM where you can save purchased contacts.

  • A LinkedIn lead generation campaign.

  • An AI Email meeting request campaign.

  • A configured CRM where you can perform gifting.

Generate Qualified Accounts and Book Meetings (non-Predictive) template

The Generate Qualified Accounts and Book Meetings runs a full-funnel campaign to support sales by generating qualified accounts and automating prospecting efforts.

• Top of funnel (TOFU) accounts get an AI Email nurture campaign and 6sense display ads. Another decision node look for intent, and accounts that show intent get YouTube ads.

• Middle of funnel (MOFU) accounts get additional ads (listed in Prerequisites below)

• Bottom of funnel 6QA accounts go through the Purchase Contacts and Save Purchased Contacts to CRM nodes. In addition they get a LinkedIn campaign, and AI Email meeting request, and a gift using a campaign in your CRM. When an opportunity opens for an account, it is removed from the campaigns.

Prerequisites (customizable)

• The configured 6sense Predictive add-on.

• For the top-of-the-funnel (TOFU) accounts:

  • An AI Email nurture campaign.

  • 6sense  display ads campaign.

  • Advertising campaign for YouTube.

• For the middle-of-the-funnel (MOFU) account:

  • 6sense display ads campaign.

  • Instagram ads via Meta campaign.

  • LinkedIn CPC ads campaign.

• For the 6QA accounts at the bottom of the funnel:

  • A configured CRM where you can save purchased contacts.

  • A LinkedIn lead generation campaign.

  • An AI Email meeting request campaign.

  • A configured CRM where you can perform gifting.

Re-engage Dormant Audience template

The Re-engage Dormant Audience template helps you contact accounts that have not been recently active. It evaluates whether audiences have engaged in certain activities and if so, either sends an email or pushes a display ad.

Prerequisites (customizable)

• A pre-existing 6sense Email campaign that speaks to this use case.

• A 6sense Ads campaign configured specifically in this workflow.

• Integration and permission to add an audience in Salesloft Cadence. You can change this to a comparable SEP.

Competitive Takeout template

The Competitive Takeout template uses accounts that are researching your competitors and targets them with competitive ads. It looks at whether accounts are in the late or early stage, and whether there was research conducted (using keywords) about competitors. The workflow pushes late-stage accounts to a Salesloft campaign. It pushes early-stage accounts to a 6sense display ad campaign. If accounts respond to a display ad, the workflow pushes them to a Marketo campaign.

Prerequisites (customizable)

• An Ads campaign configured specifically for this workflow.

• Integration and permission to add an audience in Salesloft Cadence. You can change this to a comparable SEP.

• A pre-configured Marketo campaign.

Full Funnel Engagement template

The Full Funnel Engagement template splits accounts from segment according to early or late stage and automates follow-up activities.

• The workflow pushes early-stage accounts to both a 6sense display ad campaign and to a Marketo as a list. If the account engages with the display ad, the workflow pushes it to a campaign. If the account does not engage, the workflow pushes it to a LinkedIn campaign and removes it from the 6sense ad campaign. If the account engages with LinkedIn, the workflow pushes it to a Conversational Email campaign. If the account did not engage with LinkedIn, the workflow removes it from the LinkedIn: Early Stage list.

• The workflow pushes late-stage accounts to both an SEP campaign and a 6sense display ad campaign, plus it finds out how many contacts from that account are in the CRM. If there are less than 10 contacts in the CRM, the workflow purchases contacts and saves them to the CRM.

Prerequisites (customizable)

• A pre-existing 6sense Email campaign that speaks to this use case.

• A 6sense display ads campaign configured specifically in this workflow.

• A LinkedIn campaign.

• Integration with Marketo and a pre-configured Marketo campaign.

• Integration and permission to add an audience in Salesloft Cadence. You can change this to a comparable SEP.

• Integration with a CRM.

Deal Acceleration template

The Deal Acceleration template engages accounts that are open opportunities that are taking longer than expected to close.

The workflow checks the segment for accounts that have been open opportunities for more than 30 days. It then checks whether those accounts researched any competitor keywords. If so, it pushes the accounts to both a 6sense display ad campaign and a LinkedIn campaign. After 45 days, it removes the accounts from the campaigns.

Prerequisites (customizable)

• A 6sense display ads campaign configured specifically for this workflow.

• A LinkedIn campaign.

Drive Event Attendance template

The Drive Event Attendance template helps promote an upcoming webinar.

The workflow checks whether accounts are a good profile fit, strong or moderate. If either, the workflow pushes a 6sense display ad campaign and a Marketo campaign. Then it waits and performs the same test again. If a strong fit, the workflow removes accounts from the display ad and Marketo campaigns and pushes them to a Salesloft campaign for last-minute pricing. If a moderate fit, the workflow removes accounts from the display ad and Marketo campaigns and pushes them to a LinkedIn campaign for last-minute pricing.

Prerequisites (customizable)

• A 6sense display ads campaign configured specifically for this workflow. The example is for early-bird pricing.

• A LinkedIn campaign for last-minute pricing.

• Integration with Marketo and a pre-configured Marketo campaign for early-bird pricing.

• Integration and permission to add an audience in Salesloft Cadence, and a campaign for last-minute pricing. You can change this to a comparable SEP.

Drive Brand Awareness (Predictive) template

The Drive Brand Awareness template for environments with Predictive promotes brand visibility and recognition among target accounts using tailored messaging and outreach.

The workflow checks whether the segment’s accounts are prospects or customers. If a customer, checks whether they are up for renewal in the next 6 months, and if so, pushes to LinkedIn and AI Email. If a prospect, determines a brand awareness level and pushes to different campaigns depending on the awareness level:

• Nascent: YouTube, Instagram

• Passive: LinkedIn, 6sense Display Ads

• Active: 6sense Display retargeting, AI Email

After an account qualifies as 6QA, the workflow removes it from the campaigns listed above.

Prerequisites (customizable)

• The configured 6sense Predictive add-on.

• 6sense Advertising campaigns for YouTube, Instagram, and LinkedIn.

• 6sense Advertising campaigns using 6sense Display Ads and retargeting.

• Two AI Email campaigns, one for customers and one for prospects.

Drive Brand Awareness (Non-Predictive) template

The Drive Brand Awareness template promotes brand visibility and recognition among target accounts using tailored messaging and outreach.

• The workflow checks whether the segment’s accounts are prospects or customers. If a customer, checks whether they are up for renewal in the next 6 months, and if so, pushes to LinkedIn and AI Email campaigns. If a prospect, determines a brand awareness level and pushes to different campaigns depending on the awareness level:

  • Nascent: YouTube, Instagram

  • Passive: LinkedIn, 6sense Display Ads

  • Active: 6sense Display retargeting, AI Email

Prerequisites (customizable)

• 6sense Advertising campaigns for YouTube, Instagram, and LinkedIn.

• 6sense Advertising campaigns using 6sense Display Ads and retargeting.

• Two AI Email campaigns, one for customers and one for prospects.

Audience Activation templates

Push People to SEP Campaign template

Adds people records from a 6sense segment to your Sales Engagement Platform.

Prerequisites (customizable)

• Integration and permission to add an audience in Salesloft Cadence.

Push People to MAP Static List template

Adds people records to a Marketo static list.

Prerequisites (customizable)

• Integration and permission to add contacts in Marketo.

• A Marketo static list.

Push People to CRM Campaign template

Adds people records from a 6sense segment to your CRM campaign.

Prerequisites (customizable)

• Integration and permission to add contacts in Salesforce.

  • You can modify the node to allow leads instead of contacts.

• A Salesforce campaign.

Push People to AI Email template

Adds people records from a 6sense segment to your AI Email campaign. Refer to Audience Workflow Action Nodes.

Prerequisites (customizable)

• The Push to AI Email node requires multi-product integrations, either:

  • Both AI Email and HubSpot CRM, or

  • Both AI Email and Salesforce CRM.

• You can modify the node to allow leads instead of contacts.

• An AI Email campaign.

New Audience Creation templates

Purchase and Push Contacts to MAP Static List template

Purchases contacts from 6sense and exports them to a Marketo static list.

Prerequisites (customizable)

• Integration and permission to add contacts in Marketo.

• A Marketo static list.

• A mapping profile that matches 6sense fields to Marketo fields.

• 6sense credits allocated to the Audience Workflows application for purchasing contacts. See Distribute Credits Between Applications.

Purchase & Save Contacts to MAP template

Purchases contacts from 6sense and exports them to a MAP.

Prerequisites (customizable)

• Integration and permission to add contacts in the MAP.

• A mapping profile that matches 6sense fields to MAP fields.

• 6sense credits allocated to the Audience Workflows application for purchasing contacts. See Distribute Credits Between Applications.

Purchase and Push Contacts to SEP Campaign template

Purchases contact records from 6sense, saves them to the CRM that is integrated with your ABM, and pushes them to Salesloft Sequence.

Prerequisites (customizable)

• Integration and permission to add contacts in your CRM.

• A mapping profile that matches 6sense fields to CRM fields.

• Integration and permission to add an audience in Salesloft Cadence.

• 6sense credits allocated to the Audience Workflows application for purchasing contacts. See Distribute Credits Between Applications.

Purchase and Save Contacts to CSV template

Purchases contacts and exports them to a CSV file. A popup panel lets you select which fields to export.

Prerequisites (customizable)

6sense credits allocated to the Audience Workflows application for purchasing contacts. See Distribute Credits Between Applications.

Purchase and Push Contacts to AI Email template

Purchases and exports contact records to an AI Email campaign. The workflow saves the contacts to a CRM, in this case Salesforce. Then the workflow waits for 12 hours and pushes the contacts to an AI Email campaign.

Prerequisites (customizable)

• Integration with Salesforce CRM.

• A pre-existing AI Email campaign that speaks to your use case.

• 6sense credits allocated to the Audience Workflows application for purchasing contacts. See Distribute Credits Between Applications.

Purchase and Save Contacts to CRM template

Purchases and saves contact records to a CRM.

Prerequisites (customizable)

• Integration with a CRM.

• 6sense credits allocated to the Audience Workflows application for purchasing contacts. See Distribute Credits Between Applications.

Create New Accounts in CRM template

Creates new accounts in your CRM.

Prerequisites (customizable)

• Integration with a CRM.

• Custom match rules in ABM > Settings.

• A mapping profile that matches 6sense fields to CRM fields. The mapping profile must include the 6sense name, display domain, and country fields.

Purchase and Push Contacts to CRM Campaign template

Purchases contacts, saves them to Salesforce, waits 12 hours, and pushes them to a Salesforce Campaign. You can change contacts to leads but cannot use both in the same node.

Prerequisites (customizable)

• Integration with Salesforce.

• Custom match rules in ABM > Settings.

• A mapping profile that matches 6sense fields to Salesforce fields.

• A Salesforce campaign.

• 6sense credits allocated to the Audience Workflows application for purchasing contacts. See Distribute Credits Between Applications.

Paid Media templates

Account-based Retargeting template

Uses ads to re-engage high-potential accounts that have visited your website. The workflow uses a decision node that determines whether an account visited your website in the last 30 days. Accounts that have visited get a 6sense Advertising display retargeting ad and a LinkedIn retargeting ad.

Prerequisites (customizable)

• Configured 6sense WebTag.

• Integration with LinkedIn.

• A configured campaign in the LinkedIn Campaign Manager.

• A 6sense Advertising display retargeting ad.

Push Accounts to LinkedIn Campaign template

Exports accounts to a LinkedIn campaign that targets a LinkedIn Campaign Manager account. The workflow pushes the accounts to LinkedIn, serves the ads for 45 days, then removes the same accounts from LinkedIn.

Prerequisites (customizable)

• Integration with LinkedIn.

• A configured campaign in the LinkedIn Campaign Manager, with a Segment Alias (unique identifier for the audience). You must enter the Segment Alias in the 6sense node configuration, along with the name of your LinkedIn campaign.

Push Accounts to 6sense Display Ad Campaign template

Exports accounts to a 6sense display ad campaign, waits 45 days, then removes the accounts from the display ad campaign.

Prerequisites (customizable)

• A pre-existing, Conversational Email campaign that speaks to your use case and is dedicated to this workflow. You must do some additional configuration in the platform’s Ads section to finalize the campaign before you can publish the workflow.

• A segment alias (unique identifier for the audience). You must enter the segment alias in the node properties.

Push Accounts to Google Campaign template

Exports accounts to a Google Ads campaign, waits 45 days, then removes the accounts from the Google Ads campaign.

Prerequisites (customizable)

• Integration with Google Ads.

• A configured campaign in the Google Ads Campaign Manager, with a segment alias (unique identifier for the audience). You enter the segment alias in the node configuration, along with the name of your Google Ads campaign.

Push Accounts to Meta Campaign template

Exports accounts to a Facebook campaign, waits 45 days, then removes the accounts from the Facebook campaign.

Prerequisites (customizable)

• Integration with Meta Campaign Manager.

• A configured campaign in the Meta Campaign Manager, with a segment alias (unique identifier for the audience). You enter the segment alias in the node configuration, along with the name of your Google Ads campaign.

Document Changelog

• Nov 14 2025: Additional templates

• Oct 30 2025: Updated template names

• Mar 24 2025: Updated for General Availability

• 1st Published Jan 15 2025: Beta