Automation for Customer Segments

Automated Business Workflows:

Automation aims to make business easier by creating an automatic sequence of actions for each segment or list that you specify. To create an Automation navigate to Automations > Create Automation. This page allows you to use our pre-built Automation templates to create a business workflow in the blink of an eye.

You can edit and reorganize the Automation's steps from this page simply by clicking the Pencil Icon on the right of the Step you want to edit. Use the drop-down menu to specify the type of action you need automated. You can change the time and date of a task, note or score.

Follow-up Automation:

We offer automation feature to save customers time and effort, this case will help you to automate some of your daily workflow routines in a smooth way :

First create a segment using our smart filters.
Create an Automation by heading to Automations > Create Automation.
Choose Custom or one of our pre-built Automations
Step 1: choose to assign a contact to user & choose any of your team members
Step 2: Create a task for that user to follow up with customers
Step 3: Add a note to attach to the customer profile
Step 4: Send an Email to contacts in the linked segment
Step 5: Add score to contacts based on their engagement with the sent email

Explore Needs Automation

if you are getting confused because of having a lot of customers deals and you want to manage your work by knowing if your customers are still interested or not :

First create a segment using our smart filters.
Create an Automation by heading to Automations > Create Automation.
Choose Custom or one of our pre-built Automations.
Step 1: Send Email to customers to explore needs and find if they are interested in your deal.
Step 3: Remove from list or segment customers who didn't respond to email.
Step 2: Create a task for that user to follow up with customers responded to the email.

When you've started the Automation, Revamp CRM provides you with analytics so you can monitor the process effortlessly.

Event Awareness Automation

To market your upcoming event, you'll need a different type of Automation. A Date-Based Automation.

In Date-Based Automation You choose a Central Date and all automation steps will run around the Central Date. For example if the event will take place on October the 5th. You set your central date to be October the 5th. and you will be required in each step to set trigger by number of Days/Hours Before/After the event date.

To Create a Date-based Automation:

First create a segment using our smart filters.
Note: If you're sending a marketing campaign to all of your contacts, you can select the pre-built segment All Contacts.
Head to Automations > Create Automation. Choose Event Awareness or any other date-based Automations in the image below.
Add a Central Date, Link created segment to this Automation.
Open Automation page, in Step 1, choose Send Email action. Click on Edit Email to add dynamic tags and choose an email template.
Step 1: Send Email 3days "Before" the event
Step 2: Send a reminder 1 day "Before" the event
Step 3: Send a second reminder 0 days "Before/After" to send an email on the same day
Step 4: Send a survey or follow-up email 3 days "After"