Empower Your Business with Sales Process Automation in Loan Agreements

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automation Journeys are more predictive of customer satisfaction and churn organizations that analyze the customer Journey win and customer experience and growth it is best suited for creating multi- Point multi-day multi- Channel customer Journeys for nurturing and engagement let's get more into detail on how automation Journey works and helps automate the business process please note that automation journey is available as an add-on feature which can be activated for a 15 days free trial by following the below mentioned steps go to the Outreach icon followed by automation Journey on the left menu bar here you can start the free trial or purchase the automation Journey directly as an add-on click on create your first automation or the create automation button available at the top right corner of the page to draft your first journey you will will be redirected to a visual automation Builder page where you can drag and drop different automation steps and build a customer Journey here you will be presented with shapes and annotations we'll start with shapes where you can create your first journey which consists of triggers condition and action triggers are the initial input that kicks off the activation of an automation journey in a sense an automation trigger is quite literally the first step in automation conditions let you build a complete flow and exit points for Automation and actions are the task that starts when a trigger is invoked automation Journeys can have one or many actions depending on what's needed to complete a particular flow with actions you can perform operations such as create update delete assign or start a communication let's create an example of a marketing campaign pign for Black Friday offer where you can send your offers depending on a predefined condition set we'll start by selecting the trigger as a field match to start the automation you can simply drag and drop it to the canvas once done we now need to configure the block select the module from the dropdown for the current automation Journey let's select contact module then comes the condition for now we select two conditions one being the contact type which is equal to customer and another for the type to be equal to lead and hit on Save then for the condition let's pick contact check field and configure the block by adding prior and or condition where type is equals to customer and tag is equal to database 2023 now as per the action you can set it depending on the outcome being yes or no if yes then will will select the action field to be send email if no add another contact check field and checking the condition to be contact type is equals to lead and tag is equal to database 2023 now click on to the block and configure it here you need to First select the email field to Target the audience choose or create the relevant email template toggle on as send from record owner button to use users profile email ID is from email address if your domain is verified in salesmate it will send email with mentions of your domain name alternatively it will use salesmate domain name Auto append signature option will add the signature of the user on the email in case if you do not wish to use record owner email address under from email field you can mention the specific email address to send email from to your contacts domain should be verified in salesmate to use from email address this email address can be also used as a fallback email in case the record does not have an owner Associated setting up a reply to email address makes replies go to a provided email address than the one you send message from now select whether you wish to track email opens and clicks of the email sent hit on save to configure the block let's clone it and implement the idea of sending different offers for your leads and existing customers so we can select the matching [Music] templates you can set the action for any of the following outcomes on sent onop onclick unsubscribe or unbounce further ahead let's set another action adding an add delay configure the blocks by setting the delay time and the delay period in here you can also enable the daytime window select your choice of the execution days from and to time the time zone and choose to keep the contacts time zone save the information and clone the [Music] block now let's select the send text action to keep the contact updated about the offer just in case they skip the email select the number field from the dropdown select the suitable template also you can preview it right from here if you have multiple numbers registered in salesmate select the number you would like to send the text from from the dropdown salesmate also gives you an option to track replies by adding suitable keywords then save all the information quickly clone the block and select the appropriate template for the same now finally you can exit the automation after unsent outcome further moving to annotations it consists of markers and stickers which helps you bring in more context to the automation that you have created let's pick the pin sticker and add a text mentioning the brief of about the automation Journey here you get an option to enrich your text with more text option using different font style family size text color and background color with clear formatting you can remove the changes you just made with more paragraphs you can align the content well the ordered and unordered list lets you use the numbering or simply the bullet points to showcase the UI structure you can also insert the links if required now if you want to see the text in full screen we do have an option right here also if you want to use any background for the text select the circle or a square marker choose its color and border now you can send it backward to set it perfectly well once you have created your Journey's flow but do not wish to publish it yet you can click on save to draft the automation Journey give the automation name and select the right folder then hit the publish button once you are ready to push the automation live once the automation is live you can see the three views canvas live view and insights with the canvas view you can draft the journey the live view will give users an Insight of the exact status of the automation Journey as per the respective stage of it the count on the left will signify the number of records that that reached that step and the count on the right shows the number of records that had successfully completed the automation flow or were not qualified for the next step insights shows the enrollment insights email insights and the text insights enrollment insights shows the number of the enrolled content s the number of contacts that finished the Automation and the number of contacts that had an error completing the journey the report here shows the data based on the number of contacts enrolled to the Automation in selected period for example email insights shows the number of attempted invalid sent delivered opened replied unsubscribed bounced and replied emails the report here shows the static about all the emails sent for the selected period text inside it shows the number of sent and received text the report here shows the data of the number of texts send or received in selected time period you can also set the goal adding a goal to your automation Journey will assist you to calculate its success select the suitable goal name and the duration keep exit record on in case you wish to exit the record from the automation flow if the goal is reached before the completion of the automation set the condition that should be matched to Mark the goal as completed you can then view the goal you just set please note the users with manage automation permission will get an option to set the goal and with the actions drop down you can pause the journey clone it lock it check the automations log check version history [Music] and also delete the journey automation logs gives you insights about records passed through the automation [Music] [Music] Journey sales may also gives you an option to create automation Journey with the salesmate predefined journey templates these templates are based on different categories goals and industries preview those templates and if any of those matches your requirement click on use and start configuring the journey this is all about creating your first automation journey in [Music] salesmate