Managing Automated Workflows and Lead Notifications in PushPress
Understanding how to effectively manage workflows and lead notifications within PushPress can help ensure smoother communication with leads and clients. This article outlines key principles and methods to address common scenarios related to automated workflows and notifications.
How Automated Workflows Stop after a Lead’s Response
When a lead replies to an automated message sent via a PushPress workflow, the workflow is configured to automatically stop for that lead. This prevents further automated emails or texts from being sent to that contact. This mechanism ensures personalized interaction once the lead is actively engaging with your communications.
Removing a Lead from a Workflow
In cases where you want to manually stop a lead from continuing in an active workflow, PushPress provides an option within the Grow module. Follow these steps:
Open the lead’s contact profile in Grow.
Scroll down to the "Automations" section.
Remove the lead from the active automation or workflow listed there.
This manual removal is particularly useful when managing specific leads who no longer need automated follow-ups.
Troubleshooting Incorrect Automations
Sometimes, leads may receive unintended automation sequences due to specific triggers or workflows being misassigned. For example, if a lead is automatically enrolled in a workflow based on their associated plan, they might not receive the intended first message from the new-lead workflow. This typically happens when the lead is:
Enrolled in a "plan-activated" workflow.
Automatically sent the initial email from the plan.
Removed from that workflow when their status is recognized as a "lead."
To prevent such mismatches, ensure that workflows are correctly configured and triggers are appropriately assigned to align workflows with lead statuses.
Editing or Stopping Automated Emails for Leads
PushPress workflows allow customization of emails sent automatically to leads after specific actions (e.g., booking a free class). To edit or disable an automated email, follow these steps:
Navigate to the "Workflows" section in PushPress.
Open the specific workflow, such as "Plan | Activated."
Locate the email step and configure it as needed: - Modify the email content to better fit your communication style or purpose. - Disable the email step entirely if it’s not required.
This customization ensures that emails sent to leads are effective and relevant to their engagement with your services.
By following these guidelines, PushPress users can easily manage workflows and ensure effective lead communications. Proper configuration of workflows not only enhances lead engagement but also minimizes errors and miscommunication.