Automation Flows: Advanced Comparisons with Tokens in the Condition "The field value is”
With SprintHub, you can compare Lead fields, enabling strategies such as A/B testing, sales performance analysis, among other possibilities.
This condition is also in the 360º SAC Automations and CRM and in the Chatbot.
This feature is not available for use in filters (segments and leads).
To create and run your flow, follow these steps:
Create the Automation Flow:
Go to Automation Flows through “Find Services”. Or just type the name, and the function appears.
To create, click “+ New”.
Configure and Create:
Enter a Name: Give a descriptive name for your flow.
Enter a description: detail of what will happen in the flow.
Configure a Segment: Choose one of your preference.
Category: Choose one of your preference. This is optional
Allow leads to restart the flow?: It depends on your strategy.
If set to “YES”, it will go through the flow more than once.
Click “Open Builder”, to create the flow with your actions and conditions.
Building the Flow:
Save the Automation Flow:
After making the necessary creations and changes. Save your Flow and publish.
Published: By selecting "YES", the flow will start working immediately.
Next, you will be able to view the statistics and the Leads that went through the flow.
The Lead history displays all changes.
CONCLUSION:
The use of this feature significantly expands the possibilities for personalization and intelligence in automation flows, allowing dynamic comparisons between Lead fields. Although it is not available for filters, its strategic application in automations can generate valuable insights, optimize A/B tests and improve sales performance.
