Sales CRM Solutions
Creating a Workflow - Landing Page Auto-Responder
Here’s an example of setting up an auto-responder email to someone who fills out a Landing Page.
When the data is entered into the landing page it is automatically entered into the LeadMaster system and assigned to the ABC Sample Campaign.
Note: The automatic capture of data from web pages is accomplished using the tool in LeadMaster Administration ‘Map Web Forms to Custom Forms’ and the Custom Form Profile Fields. To see how to use the Map Web Forms to Custom Forms tool click on this link to see how to integrate a website with LeadMaster.
To begin click on Administration > Automation and Workflow Management > Add Workflow Process, then give the new Workflow Process a name and select ‘Applies to New Records’. Your workflow should look like Figure -8- below.
When you click ‘Save’, it will take you to the ‘Edit Workflow Process’ page. Click ‘Edit’ on the Condition side of the Workflow and make the following selections:
- Field Campaign
- Operator =
- Value ABC Sample Campaign
After you’ve made your selections click the ‘Insert’ button. You’ll notice that in the box above the Field selection you now see the programming code for the current condition. Your computer screen should look like Figure -9-.
In this case, the campaign ID is equal to STY. You’ll recall that when setting up a campaign you are required to submit both a ‘Campaign Name’ and a ‘Campaign ID’. In this case, the Campaign Name is ABC Sample Campaign and the Campaign ID is STY. Workflow Automation uses the Campaign ID.
The ‘Condition’ is the first half of the workflow, the condition essentially means ‘whenever this happens’, in this case whenever a new record comes into the system and the Campaign equals ABC Sample Campaign.
The second part of the workflow automation is the ‘Resulting Action’. For all new records that are assigned to the ABC Sample Campaign the ‘Resulting Action(s)’ will take place. Let’s define the resulting actions.
After you clicked ‘Save’ on the Edit Condition Page, you were taken to the ‘Edit Workflow Process’ page and your computer screen should look like Figure -10-.
Click the ‘Add’ button on the ‘Resulting Actions(s)’ side of the page.
This takes you to the ‘Add Action’ window, Figure -11-, where you can select ‘Send Email’ and click ‘Next’.
This will take you to the ‘Add Action – Send Email’ page, Figure -12- on the next page.
On ‘Add Action – Send Email’ page you’ll be able to send to:
- The email address of the primary contact on the record
- The Account Manager
- The Partner Rep
- Any email address (you can type it in)
- You can also add email addresses to the Cc and Bcc address space, as well as specifying a Cc or Bcc to the logged in user.
A ‘From Address’ is mandatory. The email can come from:
- The Assigned Sales Rep
- The Assigned Partner Rep
- The Logged In User
- Any email address
Note: By using selections like Account Manager, Partner Rep or Logged In User the from address will change depending upon who is using this workflow and who is assigned to this account.
You can select one of two formats for your email message, either plain text or HTML. You must use an email template to send an email from workflow automation. You can setup email templates in the E-marketing section of LeadMaster.
LeadMaster makes it easy to attach files to your email. You can either attach files from your computer.
Or, you can attach files that are located in the LeadMaster library as illustrated in Figure -14- on the next page.
Click Save in Figure -15- and you’ve created an Auto-Responder.
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