Follow Up Campaigns & Templates APP
Follow Up Campaigns
Carefully read the steps and watch the video below to launch your follow-up campaign successfully. Creating campaigns and templates can massively increase your lead conversion. You can set each template to be sent out in X days and launch it per lead, lead status, etc. depending on your team’s needs.
Follow these steps to
- Go to your workspace and open Template App
- Create Template for your Follow-up by clicking on the ‘Add Template’ Then Create template
- Create your reusable templates by this way (So that you can add/associate multiple times)
- Go to your workspace and open Follow Up Campaign App
- Create new follow up in Follow Up Campaign App by clicking on the ‘Add Follow’ button at top right corner
- Enter The the Name of campaign and save it
- Update newly created follow-up campaign by selecting template in “Action” (That you create in first steps) and add “Action 1 in x days” like as picture bellow
- Once your Template updated then Go to Simplified Seller App and select the Desired Seller and scroll down to “Automatic Follow Up Campaign” Section
- Select Follow up Campaign
- Once you select your follow-up campaign template Automatic Follow Up Campaign initiated Simplified REI system add comment in Desired Seller.