Streamline Your Sales Process with Groove Sales Automation

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How to Use groove sales automation

Groove sales automation is a powerful tool that can streamline your sales process and boost productivity. Follow the steps below to make the most out of this automation tool.

User Flow for groove sales automation:

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I like how I can take any document and upload to the Signnow platform. It's easy to add in customizable elements on our documents for clients to fill in. Clients love how they can log back in to review the document without having to sign immediately, I like how SIgnnow keeps me informed of the history of the document - who has viewed it, when they view it, their last login, etc. I also like how I am sent a copy of the document once all elements have been completed.

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I love the kiosk mode which includes the ability to create and use templated forms. Cloud sync so that we can download the contracts onto a desktop.

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airSlate SignNow is very easy to use. Not only do I use it to sign all my documents, I even use it as a PDF editor as well.

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hey robert murray here and in this video i'm going to show you inside a groove digital how to set up your automations inside of groovemail and also if you hold on for a moment i'll show you how you can get two thousand dollars worth of my bonuses just for grabbing a free groove sell groove pages and groove affiliate account so cue the intro okay so i'm in my groove account now and i'm going to go into groov mail and this has just been updated and gone live so the automations are now in here and you're going to click on campaigns and click on automations now what we'll do is we'll start a new automation you see i've set some up here so we're going to click new automation and let's call this um starter start purchase [Music] so we're going to set up an automation that when someone buys a starter package they then go through an if and then scenario so we're going to click on here and you can see here you can have it so when a lead subscribes to a list lead unsubscribes from a list a lead is assigned a tag lead fills in a form subscribes to a sequence purchase a product that's the one we're going to use refunded a product cancel a subscription so we're going to click purchase a product [Music] and then in here we're going to go to this one here we set up products in here for people to purchase our packages and we're going to go to the starter and then we're going to click on starter pack and click add so basically if someone purchases this starter package um on our website then we would like them to um let's see um let's start them in so you can see you can scroll subscribe to the list unsubscribe and add a tag remover tag subscribe to a sequence that's probably what we're going to use unsubscribe adders and affiliates again you can use the butterfly marketing technique here so we'd probably do both we'd add them to the sequence and would auto also if i can say automatically add them as a as an affiliate refund to purchase cancer subscription so let's start with subscribe them to a sequence and obviously you would have already had to create the sequence to have this available we've done a demo sequence so we'll put that there and click add so just that scenario if someone purchases this product then they're subscribed to that it would be called the starter sequence and it can then send them out a selection of emails so let's also do add them as an affiliate automatically and again same thing you would have had to set up the affiliate program with you in your product in groov cell so we'll use the demo one there and click add and then click save so now uh when it's finished you'll refreshing able to see it down the bottom here that here's the new one this one here okay and you can see here that it has a little play button if you hover on it it says inactive so you have to click that to make it active and now that's that's that done so as soon as someone purchases that starter package those things automatically happen so the automations are set up you can also go in and edit it or you can clone it or you can delete it so they're really simple to use make sure you set them up for whatever you're selling uh whether people are adding to lists etcetera it's really going to support you in making sure that everything's automated in your back end so that's it on this video so make sure over here on the left now there'll be some more videos popping up please go down and subscribe and like that really shows me that you're enjoying the videos and it helps more people see these trainings and also um make sure you grab my free bonuses uh the link will be popping up on the screen also be down in the description for just registering for a free roof pages account i'll see you on the next video

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