Automation Rules are not available to Start package users.
When you're managing your leads, are there often recurring tasks or leads that might take actions but aren't necessarily in your sweet spot and you want to nurture them a little more before they end up in your CRM? No worries, enter Automation Rules.
Automation Rules allow you to choose from a set of triggers and actions how your leads should be managed, where they should go, or who should be notified.
Using Automation Rules alongside your day-to-day operations allows sellers to focus their energy on potential customers, rather than getting lost in lead management and prioritization based on gut feeling.
In this article, we will walk through the ins and outs of managing your personal (or your team's) Automation Rules, including:
Things to Know About Automation Rules
Default pipeline automation rules work retroactively. If you use Leadcamp's Pipeline Autopilot feature (read: automated pipeline lead assignment) with the default stages, Leadcamp will retroactively look at all your leads and try to assign them to the correct Pipeline Stage.
Self-Created Automation Rules are not retroactive. Just as a row of dominoes needs something to start the chain reaction, a rule will only be executed if the activity is triggered from the moment the rule is active.
Add a New Automation Rule
Automation Rules increase the overall efficiency of your staff and team. But before you can reap the benefits, you must create the rules (unless you use Leadcamp's standard rules).
Your Automation Rules follow a specific pattern. Basically, you tell Leadcamp, "When this event occurs, let this action happen." Within those limits, you can set specific criteria (which we highly recommend) so that the rule is triggered exactly as you need.
To add a new Automation Rule, follow the steps below:
From the Automation Rule page in your Settings menu (bottom left), click New Automation Rule.
Enter the name of your rule in the text box.
Choose base settings such as Cool Down, Delay and whether it's a Recurring action.
Cool Down: the period before the same automation rule can be triggered again for the same lead.
Delay: trigger the action instantly (delay of 0) or with a certain delay.
Recurring: trigger the action on a recurring basis.
Now create the Rule and select the trigger you want to create. Select the trigger you want to create.
Add Criteria (optional)
Click + Add Action to create the action that will occur when the rule is triggered.
Select the Action linked to the result you want to occur.
Repeat step 6 to include all the criteria and actions you would like to occur with the rule.
Your rule has been created and will now appear in your Automation Rule list. As soon as the rule is created it will be toggled Active.
Common Automation Rules
There are certain automation rules that are commonly implemented by Leadcamp users. Check out our article for inspiration on possible automation rules and use cases as you begin to create the rules for your team.