Automation - Customer Replied to Email / SMS

Automation - Customer Replied to Email / SMS

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 (Email/SMS Notification)
    3. 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. 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 (free text)
    3. User Type (Lead Managers, Lead Owner, Users)
  1. SMS Response
    1. Delay  (From 30 minutes to 1 year intervals)
    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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