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Building Lead Categories
Categories determine the drip email messages sent to a lead, as well as the trigger schedule. Categories also mirror as the "Sales Lead Communication Flow" to support simple lead followup management for your users.
An Example Sales Flow is: Interested Product Opportunity Enrolled
For Example, the Interested Category triggers a series of marketing email messages, scheduled to send out approximately every few days for the first two weeks. Each email message has dynamic user content – directing a lead to take action. When a lead takes action – for example, returns a phone call or email - and specifies interest in the products, a User moves the lead from Interested to Product Opportunity - and a new series of email messages connected to Product Opportunity automatically trigger, suspending the Interested email messages. The lead decides to join, and the User then moves the lead to Enrolled. A Campaign allows for a User to move leads to various categories based on their progress within the lead sales flow - automating communication that drives the lead to action.
Add Category
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1 Click the Campaign sub tab.
2 In the Lead Categories block, click Add Category.
3 Enter the name of the Category.
4 Click Save Changes.
Your new Category has been created. Next step is to add Email Messages and their trigger schedule.
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1 Click on the name of a Category. A new Window will appear.
2 To the right of Category Details, you will see “E‐Mail Campaign”. This is where you
will attach pre‐created Email Messages to the Category.
3 Click on “Add Message”. The Window will refresh and you will see two fields:
E-mail Message and Schedule.
4 From the Email Message dropdown menu, choose the Email Message to be
added to this Category.
5 From the Schedule dropdown menu, choose when you want this Email Message
to be sent. The “days” represent the days from when a Lead is added to this
Category. For Example: Immediately will be displayed as “0”. 3 Days will be
displayed as “3”. Meaning, (3) days from when the lead is added to the Category.
As a rule, send out Email Messages every 3 days for the first 15 days. This gives
continual information for a lead to review - which increases lead response.
6 Click “Save Changes”.
Follow Steps 4 through 6 and add a series of Email Messages to this Campaign.