Automation plays a major role in today’s business dealings. This mainly improves efficiency and reduces cost. However, if proper analysis is made to create a really good business model, it can even reduce risk and improve the chances of conversion.
Automation is an event triggered system that automates feature coordination. It starts with a pre-defined customizable event that connects a series of actions and/or conditions that is usually based on a certain business model.
EngageBay provides marketing, sales, and service automation. The platform even allows you to connect all three to create a complete environment that can handle a user that starts from being a captured lead, nurtured the lead, convert to customerand providing post sales support.
Marketing Trigger Events - These are the events triggered by an action done by a user, related to marketing:
1. Joins a form - triggers when a user subscribes to the specified Inline form
2. Joins a popup - triggers when a user subscribed to the specified popup form.
3. Joins a landing page - triggers when a user subscribes to a form which is part of the EngageBay landing page. Whether be it an Inline form or pop-up.
4. Joins a Sequence - triggers when a contact joins the sequence specified in the configuration.
5. Tag Added - triggers when a tag is added to a contact.
6. Tag Removed - triggers when a tag is removed from a contact.
7. The link clicked - triggers when a user clicks the link embedded within an email broadcast as specified in the configuration.
8. Opens email - triggers when the user opens email broadcast specified in the configuration.
9. Double Opt-in - When a user opted into the specified form in the configuration. It may be an Inline form, a pop-up or an EgageBay landing page form.
10. Has note description - When a contact has a specific note added.
11. Score Changed - when the score changes and the change matches what is specified.
Sales Trigger Events - These are the events triggered by an action done by a user, related to Sales:
1. Deal Track Changes - triggers when deal track changes.
2. Deal Milestone changes - triggers when a deal milestone is changed.
3. Deal Created - triggers when a deal is created.
4. Task added - triggers when a task is added.
5. Task status change - triggers when the task status is changed.
6. Tag added - triggers when a tag is added to a contact.
7. Tag removed- triggers when a tag is removed from a contact.
Service Trigger Events - These are the events triggered by an action done by a user, related to Service:
1. On ticket status change - triggers when ticket status changes.
2. On ticket priority change - triggers when ticket priority changes.
3. On ticket assignee change - triggers when ticket owner changes.
4. Ticket created - triggers when a ticket is created.
5. Tag added - triggers when a tag is added to the contact.
6. Tag removed - triggers when a tag is removed from the contact.
Engagebay allows you to trigger an automation when a certain action is performed by a user and associate it with another action or a recurring event like including contact to a weekly email after signing up to a certain form. The sample set-up below is created to illustrate the basics of setting up automation. More complex setup can be possible with respect to a sales and marketing funnel to guide a customers journey.
1. Make sure that all the elements you need in the automation setup are already created. Like the landing pages, forms, sequences, list and the like.
2. Access automation by hovering your mouse over campaign option on the top menu then click "automation".
3. Click on "Create Automation".
4. Name the automation then click "continue".
5. It will now take you to the page where you can construct visual automation. Click on "Create Automation" then choose what action will start the automation. In this article, we will choose the point when a user signs up to an inline form.
6. We will now choose which form to use, in this case, there is only one. If you have more than one available they will show under the dropdown list. Once you have chosen the form, then click "Add Event".
7. At this point, we can now see the starting point of automation. You can add 2 possible outcomes to this entry point. You can add it by clicking the plus icon. In this article, we are going to add a condition first to filter users coming from the United States". It will now show a block with 2 possible outcomes, a yes and a no
8. We will now create an action where the user will be included in a "sequence" if yes. We simply have to click on the add button, choose the action which is the "add to sequence". We then choose the sequence needed then click "add action".
9. We now see in the visual automation that the user is captured using a form. He then passes through a condition to check if the user is from the USA, if yes then the user is included in a sequence. This is just a sample. you can make the automation more complex.
I wanted to recommend EngageBay to all those small businesses out there that are looking to grow their businesses through a marketing and sales automation platform. We've been able to see a great adaption of our agency clients to the EngageBay platform and being able to leverage their digital marketing efforts.
