With SprintHub, you can manage the timing of actions in your automation flow by setting limits for the passage of Leads, allowing only a specific quantity to advance every X hours or days.
This limiter is also in SAC 360º and CRM Automations
Attention: Time-based automation limiting is an advanced option for automations.
If you are not sure whether to use this option, it is recommended that you keep it disabled.
It is recommended to create a segment to start the flow. To create “Segments”, see the link below:
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.
CONCLUSION:
Using the time limiter in SprintHub Automation Flows is a powerful strategy to optimize Lead management and ensure a more controlled and effective approach. By regulating the pace of action execution, you avoid overloading teams, improve service personalization, and ensure that each Lead receives the necessary attention at the right time. This functionality contributes to more balanced and productive flows, promoting a more consistent and efficient customer experience.
