CRM - Automation for Opportunity Segmentation and Use of Message Queue
In the funnel, there are many open potential Lead opportunities and you would like to contact them? In SprintHub, you can do that. See our step-by-step guide:
First of all, if you haven't yet registered a segment for separating Leads, I'll send you the step-by-step guide for "Segment Registration" in our knowledge base.
To begin, select the desired funnel and stage. Next, we'll set up an automation to segment contacts and send messages through the Message Queue.
By clicking the icon, we'll create it in the Stage where you want to implement the automation.
When starting the Automation setup, it is not necessary to define a "Trigger", only "Condition" and "Action". Below, we'll demonstrate some alternatives for "Conditions"
Now let's define the "Action" of the Automation, which can be "Remove the existing Segment and include the new one" or "Just add a second Segment"
In "Additional Settings", it is possible to define the triggering by opportunity
Just click "Save" and then activate the Automation in the Stage.
Remember that the Automation can be included in the Stage along with the existing opportunities.
To help with setting up a "Message Queue", I'll provide a step-by-step from our knowledge base. Remember that it is possible to define a "Sending Schedule", if desired.
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