drip
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drip [2019/05/16 19:36] brittany |
drip [2020/05/28 20:43] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360041188193 | ||
| =======Drip System Checklist & Set Up Requirements======= | =======Drip System Checklist & Set Up Requirements======= | ||
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| === What if I don't want leads to be automatically subscribed to the workflow? === | === What if I don't want leads to be automatically subscribed to the workflow? === | ||
| - | If you don’t want any leads to be automatically subscribed, **uncheck** all the options in the sources and agents filter dropdown. | + | If you don’t want any leads to be automatically subscribed, **uncheck** all the options in the Lead Source and Assigned Agent filter dropdown. |
| === Pausing Workflow on Communication from a Lead === | === Pausing Workflow on Communication from a Lead === | ||
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| ====Sending eBlasts==== | ====Sending eBlasts==== | ||
| - | To send eBlasts (available only to Admins and Team Leaders), go to Lead Manager: | + | To send eBlasts, go to Lead Manager: |
| - Go to the leads page. | - Go to the leads page. | ||
| - Perform a search or click the checkbox next to all leads you would like to reach. | - Perform a search or click the checkbox next to all leads you would like to reach. | ||
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| - Edit the Subject and Body as needed. As with workflow emails, you can add merge fields like %%{{LEAD_FIRST_NAME}}%% to automatically insert lead information. | - Edit the Subject and Body as needed. As with workflow emails, you can add merge fields like %%{{LEAD_FIRST_NAME}}%% to automatically insert lead information. | ||
| - Also as with workflow emails, any leads that are missing data for a merge field will not receive the eBlast. | - Also as with workflow emails, any leads that are missing data for a merge field will not receive the eBlast. | ||
| - | - Take a moment to carefully proofread your email, then click '**Next**'. | + | - Take a moment to carefully proofread your email. (You can send a test email by clicking "Send Test Email".) |
| + | - After proof reading, click "Preview to Send". | ||
| - Verify the action on the confirmation screen. Once you click ‘**Send eBlast**’, there is no way to cancel delivery! | - Verify the action on the confirmation screen. Once you click ‘**Send eBlast**’, there is no way to cancel delivery! | ||
| - Click '**Send EBlast**' to queue your emails for delivery. | - Click '**Send EBlast**' to queue your emails for delivery. | ||
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| You can view the different workflows available here or start using one of these workflows for your users. | You can view the different workflows available here or start using one of these workflows for your users. | ||
| - | **Important: Some of these workflows includes placeholders that are not supported within our system. For example, Greg Harrelson's workflows utilize a "(City Name)" placeholder in some of the email steps. So you will want to replace these placeholders before you start using the workflow. | + | **Important: Some of these workflows includes placeholders that are not supported within our system. For example, Greg Harrelson's workflows utilize a "(City Name)" placeholder in some of the email steps. So you will want to replace these placeholders before you start using the workflow. |
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| + | It is very important to read the templates before sending them! | ||
| ** | ** | ||
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| - | This concludes our whirlwind tour through the Real Geeks drip system. | + | If you have any further questions, contact [[https://www.realgeeks.com/support/|support]]. |
drip.1558035400.txt.gz · Last modified: 2019/05/16 19:36 by brittany
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