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--- drip [2018/07/31 14:45]
samia
+++ drip [2019/11/18 18:52]
corey [Filter] Clarified "Lead Source" and "Assigned Agent" fields
@@ Line 2: / Line 2: @@
 Below you can find our step-by-step checklist followed by a walk-through video to help you get started in sending eBlasts and using up the Real Geeks Walkthrough-Drip System Tool.
-Downloadable Checklist Here: {{:drip_system_checklist.pdf}}
 =====Checklist=====
-. Go to http://drip.realgeeks.com/ . Only Site Owners have access to the Drip Feature.
+. Go to https://drip.realgeeks.com/ .
@@ Line 13: / Line 11: @@
-. You are now ready to start using Drip. See the Quick Walk-through Video for how-to start nurturing your leads through drip workflows and eBlasts
+. You are now ready to start using Drip.
+Go here to sign up for the Drip Webinar:
+https://www.realgeeks.com/walkthroughs/
+See the Quick Walk-through Video for how-to start nurturing your leads through drip workflows and eBlasts
 =====eBlasts & Workflow-Drip Walkthrough=====
@@ Line 22: / Line 25: @@
 =====Quick Walk-through Text=====
-Go to https://drip.realgeeks.com/ . Only Site Owners have access to the Drip system to set up workflows, all users of Lead Manager will be able to subscribe and unsubscribe leads to workflows,but only Admins and Site Owners can send them eBlasts.
+Go to https://drip.realgeeks.com/ . Site Owners can give other users access to the Drip system to set up workflows. All users of Lead Manager will be able to subscribe and unsubscribe leads to workflows.
 ====== Drip System ======
-You can access the Drip feature by going to http://drip.realgeeks.com/ or click on the {{:lead_manager:3x3_dot_icon.png?nolink|}} icon in the top-right corner of the Lead Manager page and click on “Drip System”.
+You can access the Drip feature by going to https://drip.realgeeks.com/ or click on the {{:lead_manager:3x3_dot_icon.png?nolink|}} icon in the top-right corner of the Lead Manager page and click on “Workflow- Drip”.
-If your site is not using the new Real Geeks name servers, you will first see a page requiring you to make this change. You will need to follow the onscreen instructions or video to change to the new name servers. This change may take hours to process, so you may need to come back later. If you do not see this message, it means you are already using the correct name servers.
 There are different sections within the Drip Feature
@@ Line 38: / Line 38: @@
 {{ :lead_manager:workflows.png?nolink |}}
+If you ever need help, click on the ? sign to get a tour of the features on that page.
 There are columns within the Workflows page that will allow you to monitor the performance of each workflow:
@@ Line 51: / Line 53: @@
   * **Unsubs**: This is the number of times a customer has unsubscribed using an email from this workflow.
   * **Spam R.**: This is the number of times a customer has submitted a spam report using an email from this workflow.
-  * **Bounces**: This is the number of times an email from this workflow has bounced. Common reasons for emails bouncing are incorrect addresses or full mailboxes.
+  * **Bounces/Failures**: This is the number of times an email from this workflow has bounced or failed to send. Common reasons for emails bouncing are incorrect addresses or full mailboxes.
-  * **Failures**: This is the number of times an email from this workflow has failed to send. Common reasons for email failures are incorrect addresses or full mailboxes.
+  * **SMS**: This is the number of times SMS from this workflow have been sent.
-  * **SMS**: This is the number of times SMS from this workflow have been delivered.
 ===== Add a Workflow =====
@@ Line 76: / Line 77: @@
 === 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.
-Regardless of your filter settings, you can also manually subscribe or unsubscribe leads from the Lead Manager.
+=== Pausing Workflow on Communication from a Lead ===
+In the top right of your workflow is a checkbox labeled “Automatically Stop Workflow on Communication.”
+Checking this box will make it so that if a communication with a lead is logged within the CRM, (Call/Contact Made, The lead emails or texts) then the workflow will automatically pause and prevent any future steps from going out.
+You can go into the Lead’s detail page in the CRM  and click on the Workflow Tab under their contact information to either Resume the workflow or Remove the subscription altogether.
+{{::pause_workflow_1.jpg?800|}}
+{{::pause_workflow_2-resize.jpg?800|}}
 ==== Steps ====
@@ Line 87: / Line 100: @@
 {{ :lead_manager:drip_step_-_email.png?nolink |}}
-**Task**: Create a follow-up for an agent regarding the lead
+**Follow-up**: Create a follow-up for an agent regarding the lead
 {{ :lead_manager:drip_step_-_task.png?nolink |}}
-Tasks can be set to "Pause". This means that the drip will not proceed with for the lead until that task on the lead is completed. A task step creates a follow-up on the lead within the Lead Manager system.
+Follow-ups can be set to "Pause". This means that the drip will not proceed with for the lead until that task on the lead is completed. This step creates a follow-up on the lead within the Lead Manager system.  (The Pause feature only works for Email/SMS steps. Not for other follow-up steps.)
 **SMS**: Send a text message to the lead
@@ Line 100: / Line 113: @@
 Merge fields will automatically insert lead information specified within the Lead Manager system.
-For example, %%{{LEAD_FIRST_NAME}}%% will pull in the lead's first name.
+For example, %% {{FIRST_NAME}}%% will pull in the lead's first name.
-There are several merge fields you can play with, including one that will insert a URL that the lead can use to log in to your site directly from the email.
+There are several merge fields you can play with, including one that will insert a URL that the lead can use to log in to your site directly from the email. Click [[merge_fields|here]] for a complete list of available Merge Fields.
@@ Line 153: / Line 166: @@
 To manage subscriptions in bulk (available only to Admins and Team Leaders), go to the leads page.
   - Perform a search or click the checkbox next to all leads you would like to subscribe to or unsubscribe from a workflow.
-  - Click the ‘**Actions**’ button and select "**Drips**".
+  - Click the ‘**Actions**’ button and select "**Workflow - Drip**".
   - Similar to other bulk operations, you can also choose to subscribe/unsubscribe all leads in your current search.
   - From the popup, select the workflow you would like to subscribe or unsubscribe from.
@@ Line 186: / Line 199: @@
 ====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.
   - Perform a search or click the checkbox next to all leads you would like to reach.
@@ Line 194: / Line 207: @@
   - 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.
-  - 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!
   - Click '**Send EBlast**' to queue your emails for delivery.
@@ Line 205: / Line 219: @@
 To learn more, click [[eblasts|here]].
+====Understanding deliverability of eBlast emails====
+There are a number of reasons that the total number of emails under 'Sent' or 'Delivered' may not match the number of the leads selected when creating an eBlast
+- The 'Sent' count may be lower that the number of leads selected for the eBlast if any of the following are true.
+  - The email address is missing.
+  - The email address is invalid or incorrect.
+  - The email address has previously unsubscribed or opted out.
+- The 'Delivered' count may be lower that 'Sent' count for reasons found [[drip_email_troubleshooting#email_delivery_errors|here]].
 ====== Library ======
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 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.
+It is very important to read the templates before sending them!
 **
@@ Line 244: / Line 274: @@
-====Online Help====
-If you ever need help, click on the ? sign to get a tour of the features on that page.
-This concludes our whirlwind tour through the Real Geeks drip system.
+If you have any further questions, contact [[https://www.realgeeks.com/support/|support]].

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