Initial Outreach Campaign Automation/Workflow
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This guide provides a step-by-step process to create and automate an initial outreach campaign, which can significantly enhance your communication efficiency with clients. By following the outlined steps, users can set up SMS triggers and actions tailored to their needs, ensuring timely follow-ups and engagement. Additionally, the guide offers tips on customizing messages and managing workflow settings, making it a valuable resource for optimizing outreach strategies in your CRM. Overall, anyone looking to streamline their client communication should consider viewing this guide for practical insights and actionable steps.
Click "Automation"
Click "Initial Outreach Campaign"
First we want to add a trigger to the workflow.
Click "Add Trigger" and find "Contact Tag"
Under "Filters"
Add the following filters to our new trigger for "Contact Tag"
Filter 1: "Tag Added" and add the tag "Initial Campaign"
Filter 2: "Type of Contact" and then add "Client"
Filter 3: "Phone Type" and we want it to find phone that "Contains Phrase" for only the "Mobile" phone types.
Click "Save" once you have finished editing your trigger.
Second, we are going to add an "Action" by clicking the plus button here.
Please find the "SMS" action.
From here you can import text from a template
Additionally, you can choose "None" if you do not have any Snippets set up.
You can start editing your customer SMS if you do not have any template to use.
Click "Save Action" once you are finished composing your "Initial outreach campaign" first SMS action.
Next, we are going to add another action by clicking on the plus button.
Please find the action "Wait"
Ensure your "Wait" action has the following fields in place
Click "Save Action"
We are going to add an "Action" by clicking the plus button.
Please find the "SMS" action.
You can start editing your customer SMS if you do not have any template to use.
Example of follow attempt 2:
Hey [contact.first_name], [business name] here again. I wanted to follow up and see if you had a chance to review our website and learn more about how we can assist you in claiming these unclaimed funds. I would love to discuss the process with you further. If you're unavailable to talk right now, that's perfectly fine—I can also send you an email with details regarding your claim. What is the best email address to reach you at? Looking forward to hearing from you. Reply STOP to Opt-Out.
Click "Save Action"
Next, we are going to add another action by clicking on the plus button.
Please find the action "Wait"
Ensure your "Wait" action has the following fields in place.
Click "Save Action"
For the third and final time we are going to add an "Action" by clicking the plus button.
Please find the "SMS" action.
Compose your final reach out message.
Example:
I hope this message finds you well. I've reached out a few times regarding your unclaimed funds and wanted to stress its importance. Your claim has an expiration period, and I would hate to see you miss out on retrieving these funds. Please get back to me as soon as possible before we close your file. Your prompt response would be greatly appreciated. Thank you!
Click "Save Action" once you've finished your 3rd SMS message.
Click "Settings"
Ensure the "Stop on response" is chosen for your "initial outreach campaign" in the settings
Be sure to edit the "Time Window" section to when you'd like this workflow to be active in the CRM.
We recommend Mon-Fri 8:00 AM to 5:00 PM
Click "enrollment history"
Here you will see a history of all contacts who have entered this specific workflow.
Click here "Execution Logs"
You can view a history of all the executions that have been performed by this workflow.
Click here to publish this work flow
Click "Save"
