Workflow Automation
Last updated
Last updated
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.
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
Assign or set LeadBoard card Owner
Webhook push (coming soon)
Send Email notification (coming soon)
When using this action, you can also enable 'Auto ownership'. This feature allows you to auto assign ownership based on the 'fromEmail' value that we receive from our Gmail and Outlook integrations.
You can also manually set this paramater, by adding this to the email tracking pixel.
eg &fromEmail=bart@leadboxer.com
Some email sending applications also support dynamic insertion of the from email address, which could be useful if you are sending automated outbound emails.
The goal of this feature is that you can auto assign leads to the person who initiated the (email) contact with this particular lead.
In order to set this up properly you will need to create a new workflow like this:
Create a new Trigger and set condition: URL contains "/open" (this will means that the workflow will trigger on all email open events)
optionally, add a action to add a lead to a specific board and/ or stage.
Add an action to set the ownership, configure the correct board, and enable the Auto Ownership feature (optionally you can set a 'default' owner, for cases where the fromEmail value is not provided or the sender is not a LeadBoxer user.
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.
