In the fast-paced world of sales and customer relationship management, nurturing leads effectively can determine the trajectory of your business. One innovative approach to this end is the drip campaign, a series of automated emails sent to contacts over time. NetHunt CRM offers users the ability to set up these drip campaigns seamlessly through its Workflows feature. In this first installment of our series on unlocking the power of NetHunt CRM Workflows, we’ll explore how to set up a basic email drip campaign for lead nurturing.
Getting Started with Workflows
To embark on your journey of automation, begin by navigating to the Workflows section in NetHunt CRM from your dashboard. This feature serves as the foundation for creating automated sequences that can enhance your communication and engagement strategies.
Step 1: Create a New Workflow
Start by clicking the plus new button in the upper right corner of the Workflows section. You will be prompted to name your workflow—choose something descriptive to help you identify its purpose later. Once done, hit CONTINUE.
Step 2: Define a Starting Trigger
Once your workflow is created, it’s essential to define the trigger that will set your sequence into motion. For lead nurturing, a common trigger is when a contact’s status changes to ‘Lead.’ Use the Add starting trigger button to select this option. Here, you’ll have to confirm that you want the workflow to execute once per record, ensuring that emails are sent only at the appropriate times without duplication.
To specify the trigger for the status change from New to Lead, check the Specify change option. This precision ensures your workflow activates precisely when intended.
Step 3: Set Conditions for Exiting the Workflow
Not every lead will need the same sequence of emails for nurturing, so it’s important to define conditions under which a contact may exit the workflow. In our example, we will set up two main conditions:
- If there’s a new incoming email from the contact.
- If the contact’s status changes again, indicating a move to a different stage, such as ‘Won.’
Branch your workflow into three separate options:
- Branch A: The main pathway.
- Branch B: A check for incoming emails.
- Branch C: A check for changes in status.
Step 4: Add Actions to Your Workflow
With the triggers and conditions set, it’s time to add actions to your main branch (Branch A). Click the Add action button and select Send an email. Here, you can specify who the email will come from and to whom it will be sent. NetHunt CRM allows for personalized sender options, which can enhance the engagement of your communications.
Type in your subject line and the body of your email. You can also utilize templates and macros to streamline your efforts. After saving your first email, consider adding additional emails to your sequence.
To ensure emails are spaced appropriately, add wait periods between them. For example, a one-minute delay can create a comfortable gap, allowing recipients time to engage with each email.
Step 5: Finalize Your Workflow
No workflow is complete without an End workflow action at the conclusion of each branch. This action signifies the completion of the workflow process for contacts that meet the exit conditions.
Once your workflow is fully configured, activate it to bring it to life.
Step 6: Testing Your Automation
Testing your automated drip campaign is crucial to ensure everything functions as planned. Test the workflow by changing a contact’s status from New to Lead. You should see the emails dispatched automatically, with the first sent immediately and subsequent messages dispatched at the designated intervals.
Once active, you can edit your workflow as needed, monitor the performance of each action, and access logs for any errors that may arise.
Conclusion
Setting up a drip campaign in NetHunt CRM is straightforward and powerful for nurturing leads. As we’ve outlined in this first part of our series, the tools are at your fingertips to streamline your workflows and enhance your sales efforts. Stay tuned for the next sections, where we will delve deeper into functionalities like webforms for lead capture and automated notifications, all designed to empower your sales process.
By leveraging these automated workflows, your team can focus more on building relationships while technology takes care of consistent, timely communication. Unlock the potential of your sales strategy today by mastering email drip campaigns with NetHunt CRM.
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