Workflow Automation
At LeadBoxer we don't like to do a lot of repetitive tasks and we assume the same for you. For that reason we have created Workflow Automations.
Use Workflow Automations to create all kinds of (business) logic or rules to automate simple or even complex tasks. They will enable you to implement logic so that you can build your desired Lead Generation Workflow. An example is tagging visitors who fulfil specific criteria.
A basic Workflow consist of a Trigger (rule) and an Action
But Workflows can also contain multiple triggers with multiple Actions if needed.
An example list of workflows
A trigger is basically 1 or more rule(s) that must be met, in order to 'trigger' the start of an automation.
Example Trigger: If a certain page (URL) is visited.
- Event URL (pageview, email open, custom event)
- A specific Lead Property value for
- Industry
- Employee count range
- country
- LeadBoard (check for existence and stage)
- Lead Tagged (coming soon)
- Owner assigned (coming soon)
A action is basically a task or something that needs to happen. There are many 'things' we want or need to automate so the list of actions will grow over time as LeadBoxer adds more integrations and features.
- Set or update a Lead tag
- Create a custom property with a value from the session
- Create, or update (move) a LeadBoard card
- Webhook push (coming soon)
- Assign owner (coming soon)
- Send Email notification (coming soon)
The most simple example is to tag a web visitor if they visit a certain page:
- Tag a web visitor as Job-seeker if they visit the /jobs.html page
- Tag a web visitor as Customer if they log into your portal or app
- Tag a web visitor as Prospect if they download a white-paper
More advanced examples:
- Create a new leadboard card on LeadBoard 'Canada Sales' on stage 'New leads' when identified company has Industry 'Accounting' and company size is 51-200 and country is 'Canada.
- Move LeadBoard card to stage 'engaged' when email 'white-paper' is opened.
- Set custom field 'Conversion campaign' with value from UTM field when a conversion (eg thank-you pageview) happens.
Last modified 5mo ago