Automation - Lead Progress Not Updated

Automation - Lead Progress Not Updated

This Automation setting is designed for leads that are sitting in the same 'Progress' state for 'x' period of time. Multiple Progress items can be included or excluded. 

Details

  1. Add Automation 'Name'
  2. Select Trigger Type 'Lead Progress Not Updated'
  3. Set 'Check Trigger' settings 
    1. From 5 minutes to 30 minutes
    2. From 1 hour to 8 hours
    3. From 1 day to 90 days
  4. Set 'Check Trigger' time will only apply when the 'Day' setting is selected and indicates that the trigger will run at 'x' time, 'x' day(s) after the lead went into 'Awaiting Action'
  5. Set 'Active' flag
 

Trigger Filters

  1. Select Type 'Progress Item Type'
  2. Select 'Value' - all Progress states are available. 
  3. To Exclude the selected 'Value' 

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 (From 30 minutes to 1 year intervals)
    2. Template (Lead Progress Not Updated)
    3. Subject (free text)
    4. Text  (pre-populated with required Text)
    5. User Type (Lead Managers, Lead Owner, Users)
  1. Email Response
    1. Delay  (From 30 minutes to 1 year intervals)
    2. Standard Response (Select from all Available Standard Responses)
  1. In App Notification 
    1. Delay  (From 30 minutes to 1 year intervals)
    2. Subject (free text)
    3. Text  (pre-populated with required Text)
    4. User Type (Lead Managers, Lead Owner, Users)
  1. SMS Message
    1. Delay (From 30 minutes to 1 year intervals)
    2. Text  (free text)
  1. SMS Notification
    1. Delay (From 30 minutes to 1 year intervals)
    2. Text  (pre-populated with required 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, Sources, Campaigns and Makes

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





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