Video 4 - Automating The Nurture

Automated Nurture Workflows Setup

In this section, we will delve into setting up automated nurture workflows to engage leads who fill out a Facebook lead form.

Setting Up Workflow Trigger

• The workflow trigger is set to activate when someone fills out the Facebook lead form.

• : Navigate to the workflows tab and select the appointment booking recipe.

• : Change the workflow trigger type from CRM to Facebook and choose "Facebook lead form submitted" as the trigger.

Sequence of Events in Workflow

• Upon triggering, a text message is sent to the lead with a default message encouraging them to book something.

• : A wait step follows, holding the lead until they respond or one day passes.

• : An if else conditional event splits the journey based on whether the contact replied or not.

Positive and Negative Paths

• If the contact replies positively, they proceed down the positive path for further engagement.

• : Another text message sends a booking link for easy scheduling.

Additional Workflow Elements

• The workflow can include emails, ringless voicemails, and call steps for comprehensive engagement.

• : Add an "add/update opportunity" step at the beginning to create new leads in a designated pipeline.

Creating Opportunities in Pipeline

This section focuses on setting up opportunities within a pipeline for effective lead management.

Opportunity Creation Process

• Start by adding an "add/update opportunity" step as the first event in your workflow.

• : Choose which stage within the pipeline you want new opportunities to populate.

• : Set dynamic values such as contact's full name and source field (e.g., Facebook).

Opportunity Details Configuration

• Define details like opportunity name (lead's full name), source (e.g., Facebook), value (average lead value), and status (open).