Automation - Lead Closed Won

Automation - Lead Closed Won

If you wish to communicate automatically with any lead that has been Closed as 'Won' you can select the trigger 'Lead Closed Lost'.  This enables dealerships to set up specific emails/sms to go to any lead closed won .  It is also possible to set up Email Campaigns to be triggered on either an On Demand or Monthly basis by ticking the 'Creates Email Campaigns' checkbox.  This can be useful as a means of communicating additional post sale information automatically without having to manually follow up.

In Automation when setting a trigger for Closed Won users have the ability to set the automation setting to only trigger against leads that are closed in the last X days (via a free text field).  This option is only visible when you have selected 'Creates Email Campaigns' and 'Monthly' in the 'Run Every*' drop down.  In addition the trigger must be set as 'Lead Closed Won'.



Communications

Once the Trigger filters have been determined the following Communications types can be selected.  Depending on the Type selected there are delay, template and user type options that need to be selected. 
  1. Email Notification
    1. Delay (1 hour,  30 minutes, 2 hours, 6 hours, 12 hours)
    2. Template (Automation Notification)
    3. Subject (free text)
    4. Text  (free text)
    5. User Type (Lead Managers, Lead Owner, Users)
  1. Email Response
    1. Delay (1 hour,  30 minutes, 2 hours, 6 hours, 12 hours)
    2. Standard Response (Select from all Available Standard Responses)
  1. In App Notification 
    1. Delay (1 hour,  30 minutes, 2 hours, 6 hours, 12 hours)
    2. Subject (free text)
    3. Text (free text)
    4. User Type (Lead Managers, Lead Owner, Users)
  1. SMS Message
    1. Delay (1 hour,  30 minutes, 2 hours, 6 hours, 12 hours)
    2. Text  (free text)
  1. SMS Notification
    1. Delay (1 hour,  30 minutes, 2 hours, 6 hours, 12 hours)
    2. Text (free text)
    3. User Type (Lead Managers, Lead Owner, Users)
  1. SMS Response
    1. Delay (1 hour,  30 minutes, 2 hours, 6 hours, 12 hours)
    2. Standard Response (Select from all Available Standard Responses)




Brakes

There are a number of Brake Types that can be selected which will 'stop' the Triggers.  One or many Brake types can be selected.
  1. Customer Sent Email or SMS or Click to Call
  2. Calendar Event Created
  3. Customer Sent Email Campaign
  4. Customer Sent Email or SMS or Click To Call
  5. Customer SMS or Email Recieved
  6. Form Created
  7. Lead Closed Lost

 

Yards

By default, these are set to All Yards, with the option of selecting one or many. 


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