What is the flow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours even he received the lead info ?

Level 2

What is the flow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours even he received the lead info ?

Please send suggest the whole work flow from send alert to reminder.

8 REPLIES 8
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Level 4 - Champion Alumni

Re: What is the follow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours he received the lead info ?

Hi Akash,

A few different ways to do this, below is an option.

I would use the criteria "alert was sent" in the past 48hrs with the criteria "Not was sent sales email" and then use whatever flow steps you would like for example you could send another alert or email to the sales team.

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Level 2

Re: What is the follow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours he received the lead info ?

Hi Kevin,

Thank you for the help can we also send the reminder as per below flow.

send alert (Sp_Send_Alert_Info) > wait (48 hours) > action is false (then send a specific email) > or if action is true ( no send alert)

please suggest

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Level 4 - Champion Alumni

Re: What is the follow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours he received the lead info ?

Hi Akash,

Yes, this is another option. The "not was sent sales email" is the key filter, you can implement this a few different ways including the one you mentioned.

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Level 2

Re: What is the follow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours he received the lead info ?

Thank you its really helpful.

Can you please let me know the specific terminology used for the leads who not take any action for last 6 month.

is we call them a inactive user .

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Level 4 - Champion Alumni

Re: What is the follow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours he received the lead info ?

Hi Akash,

Is this a separate question?

You defined inactive as not receiving a sales email in the first 48hrs in the original question. Inactive is dependent on your definition since everyone has different marketing strategies. You can mark someone as inactive a few ways such as using lead scoring, inactivity time period, not opening a sales email in X number of days, etc.

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Level 2

Re: What is the follow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours he received the lead info ?

Hi Kevin,

Yes this is a separate question.

And i just need to know the specific terminology used for the leads who not take any action for last 6 month.

Thank you in advance

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Level 4 - Champion Alumni

Re: What is the follow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours he received the lead info ?

There is no specific term other than "inactive". You can create a boolean field with this label and use it to mark people based on your 6 month action window.

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Anonymous
Not applicable

Re: What is the flow that we need to send an reminder email to sales team after they are not reach out or take any action for last 48 hours even he received the lead info ?

For the sales alert I suggest to split in two Smart Cmpaigns. If you use 2 Smart Campaigns you can use for the second sales alert current lead informations. If you use only one Smart Campaign the token/lead informations cannot be updated.

No1 Sales Alert
Smart List .... TRIGGER ... YOUR CRITERIA ...
Flow: Send Sales Alert -> Wait 48 h -> Request Campaign No2

No2 Sales Alert Reminer
Smart List ... Trigger Campaign Requested ... YOUR CRITERIA ...Flow:  Send Reminder Sales Alert

Hope This helps