There are two ways to add contacts to a lead nurturing track, either individually or in groups.
Before you can add someone to a lead nurturing track you’ll need to have a Lead Nurturing Track set up.
Creating a Lead Nurturing Track
Click on ‘Administration’ in the top navigation bar. Then click on ‘Lead Nurturing Tracks.’ This will take you to the Lead Nurturing Track List page.Header for the Lead Nurturing Track Detail Report
Click on the yellow tab ‘Add Lead Nurturing Track.’ Enter a Track Name and select the users who will have access to this Lead Nurturing Track. Our track name is ‘New Customers Lead Nurturing Track.’
Next we’ll start to add email steps, callback steps or both. We won’t be able to activate this track until after we’ve added steps.
Our first step will be an email. Click the yellow tab ‘Add Email Step’.
This will bring up the Add step window where you’ll be able to either compose your email from scratch using the LeadMaster email editor or you can select a pre-configured email from saved email templates by selecting the yellow tab ‘Select Email Message Template.’
At the top of the page you’ll need to enter when this email will be sent. You specify when by entering the number of days after assignment. The first email asks for the days after assignment; the following steps will ask for ‘Days After Previous Step’.
For example, if I had 3 emails that to be sent one week apart the first email would go out ‘7’ days after assignment, the second would be sent ‘7’ days after previous step and the third would be sent ‘7’ days after previous step.
Please note that this email can come from the email address of 1) the Assigned Sales Rep, 2) the Assigned Partner Rep, 3) the Logged in User, 4) the Administrator or 5) another user in the system.
Please note that this email can come from the email address of 1) the Assigned Sales Rep, 2) the Assigned Partner Rep, 3) the Logged in User, 4) the Administrator or 5) another user in the system.
The LeadMaster email editor supports database fields so you can personalize the email by inserting the contact’s first name and other details found in their record.
Since the LeadMaster email editor supports HTML you can also include graphics and video for a truly professional email message. To easily embed video you can copy and paste the ‘embed’ HTML code found on the right hand side of YouTube videos.
You may want to enter your own email address in the BCC field (blind carbon copy) to remind yourself that you’ve sent this contact an email.
You can then attach files from either your local hard drive or from the LeadMaster library.
When you’ve finished composing your email message click ‘Submit.’ Clicking Submit will take you back to the ‘Edit Lead Nurturing Track’ page.
When you’ve finished composing your email message click ‘Submit.’ Clicking Submit will take you back to the ‘Edit Lead Nurturing Track’ page.
Next, let’s add a callback to the lead nurturing track. This is a useful reminder to call the contact after sending the email. From the ‘Edit Lead Nurturing Track’ page, select the yellow tab ‘Add Callback Step’.
After inputting callback details, press Submit. This will take you back to the ‘Edit Lead Nurturing’ page where you will be able to see all steps related to the current lead nurturing track.
Now activate the track by selecting the ‘Track Status’ just below the name of the track. Your new lead nurturing track is ready to go!
Adding Contacts to a Lead Nurturing Track
To add a group of contacts go to the search engine and select ‘Search Contacts’ (you can’t add contacts to a lead nurturing track from the Search Records results). Enter your search criteria and select GO. You’ll get your search results. Then select ‘Attach to Lead Nurturing Track’ from the Options menu.
Add Contacts to Lead Nurturing Track
A window will open and you’ll be asked to select
· The Lead Nurturing Track
· The start date and
· Whether you want just the records you’ve put a check mark next to or all the records in the search result.
· The start date and
· Whether you want just the records you’ve put a check mark next to or all the records in the search result.
After you make your selections click submit and you’re finished. Those records will be added to a Lead Nurturing Track.
Assign one of the Lead Nurturing Tracks to this list of contacts
In this example we are sending customers an email after they’ve seen a demonstration. But what happens if they decide to purchase our product. We don’t want to keep sending them emails about the demonstration. At that point we’ll want to start a new track about the various features of our product. But before we start a new track we’ll want to pause the old track. Just search for one or more people and select Pause Lead Nurturing Track from the Options menu. Again you’ll select the track you want paused and whether or not you want just the contacts with the checkmark next to their name or the entire search results.
You can pause a lead nurturing track
You can also add an individual contact to a lead nurturing track. You start by finding the contact either through the search engine, searching from the home page, using one of your personal shortcuts or by clicking on accounts or contacts and either searching or clicking on the letter for their name. Clicking on the contact will open their record. Select the contact you’d like to add to a lead nurturing track by clicking on their name.
You can also add an individual contact to a lead nurturing track. You start by finding the contact either through the search engine, searching from the home page, using one of your personal shortcuts or by clicking on accounts or contacts and either searching or clicking on the letter for their name. Clicking on the contact will open their record. Select the contact you’d like to add to a lead nurturing track by clicking on their name.
Select the contact from update or edit page
This will open the contact information window where you’ll be able to add, pause or delete them to/from a lead nurturing track.
Add, Pause or Delete Lead Nurturing from the Contact Information Page
Clicking add, pause or delete will take you back to the assign, pause or delete lead nurturing window.
Clicking add, pause or delete will take you back to the assign, pause or delete lead nurturing window.
Assign one of the Lead Nurturing Tracks to this list of contacts
To see the results of your lead nurturing programs and monitor their progress select the lead nurturing report from the list of pre-defined reports.
To see the results of your lead nurturing programs and monitor their progress select the lead nurturing report from the list of pre-defined reports.
This is the list of pre-defined LeadMaster reports
This will show you a summary of all your reports.
Lead Nurturing Report Summary
Then click on the track name to drill down to the detail – contact, current step, next step, next date, campaign etc.
