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Automating Lead Communication
The automation of lead communication is controlled by the Category. Categories determine the trigger schedule of the email messages. Categories may also be connected to Lead Signup Forms. Leads added through a Signup Form that is connected to a Category - will automatically receive the email messages within that Category.
Lead Signup Forms linked to Categories
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Lead Signup Forms are placed on web pages to capture leads that want more information. By connecting a Lead Signup Form to a Category - this automates the immediate communication sent to a lead. Leads captured through Lead Signup Forms that are not connected to a Category will need to be manually adminstered by a user for the lead to receive communication.
Connect a Lead Signup Form to a Category
1 Click on the Campaign sub tab.
2 Click on the Signup Form name. The window will refresh.
3 Under Lead Signup Form Details, navigate to Category for New Leads.
4 From the dropdown menu, select a Category.
5 Click Save Changes.
All leads added through this Lead Signup Form will automtically go into this Category.
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Connecting email messages to categories will automate communication to leads and simplify the lead follow up process for users. The trigger schedule allows administrators to create email campaigns that allow for more frequent email messages while the lead is hot, and less emails as the lead displays less activity. Create Categories that follow a sales flow and you will immediately control the messages sent to leads, as well as frequency of when your company name is in front of them.
Example Sales Flow: Interested - In Process - Enrolled - Not Interested
Interested:
All leads that are interested in learning more about your product service.
In Process:
Leads that have been spoken to or replied back to email messages.
Enrolled:
Leads that have enrolled or purchased.
Not Interested:
Leads that have stated they are not interested.