This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
drip [2019/05/16 19:28] brittany [Online Help] |
drip [2020/05/28 20:43] (current) michaels |
||
---|---|---|---|
Line 1: | Line 1: | ||
+ | #redirect https://support.realgeeks.com/hc/en-us/articles/360041188193 | ||
=======Drip System Checklist & Set Up Requirements======= | =======Drip System Checklist & Set Up Requirements======= | ||
Line 38: | Line 39: | ||
{{ :lead_manager:workflows.png?nolink |}} | {{ :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: | There are columns within the Workflows page that will allow you to monitor the performance of each workflow: | ||
Line 51: | Line 54: | ||
* **Unsubs**: This is the number of times a customer has unsubscribed using an email from this workflow. | * **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. | * **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 ===== | ===== Add a Workflow ===== | ||
Line 76: | Line 78: | ||
=== 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. |
- | + | ||
- | Regardless of your filter settings, you can also manually subscribe or unsubscribe leads from the Lead Manager. | + | |
=== Pausing Workflow on Communication from a Lead === | === Pausing Workflow on Communication from a Lead === | ||
Line 101: | Line 101: | ||
{{ :lead_manager:drip_step_-_email.png?nolink |}} | {{ :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 |}} | {{ :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 | **SMS**: Send a text message to the lead | ||
Line 114: | Line 114: | ||
Merge fields will automatically insert lead information specified within the Lead Manager system. | 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. Click [[merge_fields|here]] for a complete list of available Merge Fields. | 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 167: | Line 167: | ||
To manage subscriptions in bulk (available only to Admins and Team Leaders), go to the leads page. | 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. | - 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. | - 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. | - From the popup, select the workflow you would like to subscribe or unsubscribe from. | ||
Line 200: | Line 200: | ||
====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. | ||
Line 208: | Line 208: | ||
- 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. | ||
Line 240: | Line 241: | ||
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. |
+ | |||
+ | |||
+ | It is very important to read the templates before sending them! | ||
** | ** | ||
Line 274: | Line 278: | ||
- | This concludes our whirlwind tour through the Real Geeks drip system. | + | If you have any further questions, contact [[https://www.realgeeks.com/support/|support]]. |