N-011.0.3. Lead Form Automations #

This module automates the process of capturing and managing leads through various forms, ensuring efficient handling and follow-up of potential customers. It integrates with social media platforms and streamlines the lead nurturing process.

How It Works: Surface Level #

When the automation fires:

• Captures leads from Facebook, TikTok, and other sources.
• Tags contacts based on form submissions and interactions.
• Automates follow-up workflows, including outreach and appointment scheduling.
• Manages replies to ensure appropriate follow-up and updates contact status accordingly.

Detailed Workflow Steps #

Setup for Lead Forms and Tags:

Forms Configuration:

• Ensure forms are correctly set up to capture necessary lead information.
• Connect forms with appropriate workflows for tagging and follow-up.

Tag Routing Workflow:

• Trigger: Form submission or lead interaction.
• Actions: Tags the contact and initiates relevant workflows based on the form they submitted or interaction they had.

Form Submission and Tagging:

FB/TikTok Form Submit -> Tag Contact:

• Trigger: Submission of a form via Facebook or TikTok.
• Actions: Tags the contact and adds them to the outreach workflow.

Free Audit Survey Submit -> Tag & Add to Outreach Workflow:

• Trigger: Submission of the free audit survey.
• Actions: Tags the contact, adds them to the outreach workflow, and starts the follow-up process.

Follow-Up and Nurturing:

Complete Audit Workflow:

• Trigger: Completion of an audit.
• Actions: Updates contact status, provides audit results, and initiates next steps for engagement.

Customer Replied Workflow:

• Trigger: Customer replies to outreach efforts.
• Actions: Updates contact status, stops further automated messages, and notifies the team for manual follow-up.

Nurture To Calendar Appointment Workflow:

• Trigger: Contact needs to be nurtured to schedule an appointment.
• Actions: Sends follow-up messages, encourages appointment booking, and tags contact upon booking.

Handling Customer Replies:

• Trigger: Reply from an email or form submission.
• Actions:
  • Starts the workflow to remove contact from automated messages.
  • Updates contact status and tags accordingly.
  • Ensures manual follow-up is initiated.

Tag Router Workflow:

• Purpose: Centralizes the management of all tags used within the lead form automations.
• Actions:
  • Aggregates tags and manages contact interactions based on these tags.
  • Connects with other modules and updates pipeline stages based on contact responses and form submissions.

How It Works: Deep & Technical Level #

Setup for Lead Forms and Tags

Forms Configuration:

• Navigate to Marketing > Forms.
• Ensure each form captures all necessary lead information.
• Connect each form to the appropriate workflow for tagging and follow-up.

Tag Routing Workflow:

• Trigger: Form submission or lead interaction.
• Actions:
  • Tag the contact based on the form they submitted or their interaction.
  • Initiate relevant workflows for follow-up and engagement.

Form Submission and Tagging

FB/TikTok Form Submit -> Tag Contact:

• Trigger: Submission of a form via Facebook or TikTok.
• Actions:
  • Tag the contact for easy identification.
  • Add the contact to the outreach workflow to start follow-up.

Free Audit Survey Submit -> Tag & Add to Outreach Workflow:

• Trigger: Submission of the free audit survey.
• Actions:
  • Tag the contact and add them to the outreach workflow.
  • Start follow-up process to engage the lead.

Follow-Up and Nurturing

Complete Audit Workflow:

• Trigger: Completion of an audit.
• Actions:
  • Update contact status with audit completion.
  • Provide audit results and initiate next steps for engagement.

Customer Replied Workflow:

• Trigger: Customer replies to outreach efforts.
• Actions:
  • Update contact status and stop further automated messages.
  • Notify the team for manual follow-up to ensure proper handling.

Nurture To Calendar Appointment Workflow:

• Trigger: Contact needs nurturing to schedule an appointment.
• Actions:
  • Send follow-up messages to encourage appointment booking.
  • Tag contact upon successful appointment booking.

Handling Customer Replies:

• Triggers: Reply from an email or form submission.
• Actions:
  • Start the workflow to remove contact from automated messages.
  • Update contact status and tags to reflect their reply.
  • Ensure manual follow-up is initiated to address their response.

Tag Router Workflow:

• Purpose: Centralizes the management of all tags used within the lead form automations.
• Actions:
  • Aggregate all relevant tags and manage contact interactions.
  • Connect with other modules and update pipeline stages based on contact responses and form submissions.

By understanding these workflow steps and technical details, you can effectively use the Lead Form Automations module to capture and manage leads, consistently engage them, and integrate seamlessly with other systems.