Before adding contacts to a Lead Nurturing Track, the track will need to be set up beforehand as described in the previous section ‘Lead Nurturing Tracks Management’.
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.
A window will open and you’ll be asked to select the following:· 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.
After you make your selections click submit and you’re finished. Those records will be added to the Lead Nurturing Track.
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 or service? 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/stop the old track.
To pause/stop a track, 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 also add an individual contact to a lead nurturing track. To do that, start by finding the contact either through
· The search engine, available from the Search button in the upper right
· The ‘Quick Search’ from the home page
· One of your personal shortcuts
· 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.
This will open the contact information window where you’ll be able to add, pause or delete them to/from a lead nurturing track.
Clicking add, pause or delete will take you back to the assign, pause or delete lead nurturing window.
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 will show you a summary of all your reports.
Then click on the track name to drill down to the detail – contact, current step, next step, next date, campaign etc.
