Lead Nurturing, sometimes referred to as ‘Drip Marketing’ and may be turned on at the WorkGroup level as well as enabled as a user privilege. The following page shows the first step when adding a Lead Nurturing track. You need to provide the name of the track and assign that track to all users or a sub-set of users to allow them to use the track.
Now you will see the first track ‘Sample Track 1’. Please note, this track is not yet active.
From this page you can edit and delete tracks. You can also duplicate tracks by choosing ‘Save As and giving an existing track another name.
There are three key options from the ‘Edit Lead Nurturing Track’ page
· Add Email Step’
· Add Callback Step
· Activate Track
You can change the name of the track from the Edit Lead Nurturing Track Page. To activate this track, click on ‘Active’ from the ‘Track Status’ dropdown menu. After making the any changes on the Edit Lead Nurturing Track Page you must click Submit for them to take effect.
Below is the ‘Add Email Step’ page, which invokes the email message template function.
Now you will see the first track ‘Sample Track 1’. Please note, this track is not yet active.
From this page you can edit and delete tracks. You can also duplicate tracks by choosing ‘Save As and giving an existing track another name.
There are three key options from the ‘Edit Lead Nurturing Track’ page
· Add Email Step’
· Add Callback Step
· Activate Track
You can change the name of the track from the Edit Lead Nurturing Track Page. To activate this track, click on ‘Active’ from the ‘Track Status’ dropdown menu. After making the any changes on the Edit Lead Nurturing Track Page you must click Submit for them to take effect.
Below is the ‘Add Email Step’ page, which invokes the email message template function.
From this page you specify:
· The name of this email Step
· The number of days after the previous the email should be sent
· A description and who the personalized email will come from (typically the logged-in user)
At this point you will be able to select a previously created email template or you can type and/or cut-paste your to create your first ‘Email Step’ within your Lead Nurturing track. The email editor does not support copy & paste from Microsoft Word. Microsoft Word has invisible characters that are incompatible with most HTML email editors including this one.
Selecting the option for a Call Back then allows you to insert a Call Back in the same fashion, automatically appearing in the calendar and being enabled in the view of the assigned person at the time designated. This is a useful feature for sales reps, it will remind them to call their customer after sending the Lead Nurturing email.
You can assign an individual to a Lead Nurturing track at the Contact page level as seen below, by simply clicking on the ‘ADD’ button at the bottom of the contact level and selecting the Track and start date. You may also select OPTIONS and ‘Attach to Lead Nurturing Track’ from the search contacts results. This allows you to select an entire search results or individuals by checking the checkbox next to their name. The next section provides a complete tutorial on using Lead Nurturing.
Here is where you would select OPTIONS and ‘Attach to Lead Nurturing Track’
www.LeadMaster.com.au
