Automation - Lead Created

Automation - Lead Created

On selection of Lead Created t, the 'Trigger Filters' section will display allowing users to determine what Closed Type reasons are included or excluded.  

Trigger Filters

If you wish to exclude Closed Lost leads that have been closed with reason type 'Duplicate/Loaded in Error', then all other reasons will be included.  
Or if you wish to only include Closed Lost reason type of 'Delayed Purchase Reason' then only leads that match this criteria will be included.   There is no limit to  the number of exclude and include records. 


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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