Use Case: Send Followup Messages When Meeting Booked via ScheduleOnce

When your leads or prospects have booked a call or a meeting with you via ScheduleOnce, and you have already implemented the track & tag trigger in this use case, then that lead is identified and tagged in Womplify. But what next? Well in this use case you will create a new automation trigger that will take your newly tagged leads and send them a followup email, or add them to a drip campaign, or both!

Essentially what this campaign does, is create automated follow-up emails which are sent to people after they book a meeting with you.

In this use case, you will learn how to:

  • Check for a specific Tag
  • Check if the lead is a verified contact
  • Send a custom Email or Sequence
  • Add Tag to lead

 

Level: Easy

This use case requires just one trigger to be created. This trigger will check for two tags, one that exists and one that doesn’t exist yet. If a match is found then an email (or series of emails) will be sent and a new tag will be applied to the lead profile.

  1. Define Triggering Event
    In the WHEN section, select Lead Data: Tag Added and give the trigger a name such as Booked Sales Call Follow-up, and a Description.
    use-case-so-trigger2-when
     
  2. Define Trigger Conditions
    The IF condition, checks that the tag Booked:SalesCall exists with a count of 1 or more. It also checks that the tag Booked:SalesCall:FollowupSent has a count of less than 1 which basically means that this trigger wasn’t run on this lead before. Finally, it checks if the lead is a verified contact on your list, or in other words that you have their email address…

    • Select Lead: Lead Tag’s Count Check, enter the tag Booked:SalesCall and the Comparison is >= 1.
    • Select Lead: Lead Tag’s Count Check, enter the tag Booked:SalesCall:FollowupSent and the Comparison is < 1.
    • Select Lead: Lead’s Subscription State Check, select the relevant List from the dropdown, and then select Verified from the States list.

    use-case-so-trigger2-if


     
  3. Define Trigger Actions
    Now define the actions to take if the conditions are matched. In this example we will send an email and then add a tag to indicate that this trigger ran and the email was sent to this lead.

    • Select Lead Comm: Send Message to Lead, select a Message to send, enter a sender name and email address and reply-to email address.
    • Select Lead: Manage Lead’s List Subscription, if you also (or instead) want to add this lead to a specific mailing list for a followup email series.
    • Select Lead Data: Add Lead Tags, then in the Tags box which appears, just type Booked:SalesCall:FollowupSent and then press Enter.

    use-case-so-trigger2-then
     
    Click the Create button to save and activate your new Trigger.

Now when a meeting of the specified type is booked through your ScheduleOnce booking form, your lead will automatically get an email. Adding to a new list/segment also results in the lead being sent a targeted series of emails. You can (and should) of course modify all the tag names, conditions and actions to suit your own specific requirements.