A simple workflow to ensure your data received the gated content you promote to educate themselves on your brand, while also alerting sales to key interest behavior.
- INBOX25 fully connected with CRM (Time - 15 minutes)
- Data modules (Users, Leads or module new leads push to) synced with INBOX25 (Time >30 minutes)
- Landing Page form created, mapped within INBOX25 and embedded, then tested on desired domain (Time 1-2 days)
- One (1) Email Template (Time 30 minutes)
- Twilio Integration Enabled (Time 10 minutes)
Automated Workflow Steps:
- Give your workflow a unique name (i.e Brochure Request - Send Brochure) and ensure you're targeting the appropriate CRM module your designated leads reside in
- For the Automated Condition - Choose Landing Page, your intended form and make the operator [name of your form]' - ‘Successful Submission’
- Define your wait connector, or how long you'd like to wait to then alert sales (i.e 5 minutes)
- Create an Alert Agent action, select SMS as the mechanism to alert
- The next action after will be sending an email from your content team with the CTA of downloading the brochure
- Test your workflow on a sample record for final validation
- Voila, launch!