This article applies to online version only (without desktop).
Do you find yourself having to send the same email over and over when a lead changes from waitlisted to admitted? Use our lead automation feature to set up these emails or action items ahead of time. Once you're done, these emails and tasks will be generated automatically by our system!
Please Note: Lead Automation is a premium feature. Please contact Support for more information
Step 1: Go to Lead CRM > Configure and click on "Manage Lead Automations."
Step 2: Click on the "Create Automation" button in the upper right and fill out the Name of the Rule.
In the example below, I named my rule "Follow Up - Tours" because I want this set of automated tasks to occur after a lead's status changes to "Toured."
Step 3: Click on the "Add Action" button to determine what should take place when a lead's status changes to your selected status.
Choose whether you want to send an email or create a task.
When sending an email, you'll see the same email format that you see when sending general communication to your leads. You can also use the same templates. The main difference will be the "When" drop-down menu toward the bottom.
Click here to select when this email should go out.
- If you choose "Immediate," the email will go out as soon as the lead's status is changed.
- If you choose 1 day, it will go out one day after the lead's status changed. The same goes for 2 days, and so on (the highest option is 15 days after the lead status changes).
Creating a task works similarly to when you create a manual task on the Lead CRM > Tasks page. Create a title, assign a staff member, select the task type, add a note, and select when the task should be created.
Step 4: Review your list of emails and activities to ensure that each task is being sent out in the correct order. You can use the pencil icon to edit or the trashcan icon to delete the task.
Once you've review your list, you can click on the "Inactive" button toward the bottom and switch the task automation to "Active" to set it going. You can also do this from the main Task Automation page by clicking on the ellipsis (...) at the end of the row.
Each item in the task automation will be generated as long as the lead remains under that status.
As soon as the lead changes from that particular status to a new status (for example, moving from Toured to Admitted), the lead will switch from the Toured automated tasks to the Admitted tasks. All tour-related emails or actions will stop.