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Link Follow-up Process to Automated Sales Process

Link Follow-up Process to Automated Sales Process

Before proceeding, ensure that you have already created the Follow-up Process with which you want to link an automated Sales Process.

1 - Click into the Project Admin Center Project Admin.
2 - Click on Project Setup and select Sale Process.

3 - Click on Add Process.

Sales Process

4 - In the right panel of the screen under Add Process, begin to complete the fields in the Sales Process section.

Sales Process

5 - In the Name field, enter a name for the Sales Process.

Sales Process

6 - From the dropdown in the Trigger Type field, select Registrant Follow-up Process.

Sales Process

c) - From the dropdown in the Registrant Status field, select a Status that you want the sales activity to be based on:
- Normal and Purchaser - all Registrants are included in the Sales Process
- Normal - Registrant who have not yet purchased are included in the Sales Process
- Purchaser - only Registrants who have purchased are included in the Sales Process

Sales Process

d) From the dropdown in the Follow-up Process field, select the Follow-up Process that you want to link to the Sales Process you are creating.

Sales Process

e) - Check On Insert or On Update or both.
- If only On Insert is checked, an activity will be triggered only when a Registrant is first added to the database.
- If only On Update is checked, an activity will be triggered only when an existing Registrant’s profile is updated with the appropriate Registrant Status.

Sales Process

f) In the Notes field, add notes or a description if desired.

Sales Process

7 - Under Activity 1, enter information about the Sales Activity that you would like triggered.

Sales Process

a) In the Delay By (days) field, enter the number of days that should occur between the initial trigger and the sales activity. For example, if a phone call should be made 24 hours after a new Registrant signs up online, enter 1 in the space provided.

Sales Process

b) In the Activity Type field, select the activity that should occur. If Email is selected, another field will appear which will allow you to select the Email Template which should be sent. (*Note: An email template must be created prior to selecting it from the dropdown.)

Sales Process

c) In the Notes field, add notes or a description if desired.

Sales Process

8 - Add additional Activities for the Sales Process if desired by clicking on Add Activity. Another Activity screen will appear and you can enter activities as you did for the first one. For example, you might want a Sales Rep to call a Registrant a few days after an email has been sent so you could sent up a second activity of Phone Call for 5 days following the initial email.

Sales Process

9 - Click Save.