The true power of Scotify Solutions lies in its automation capabilities. By setting up automated email and SMS follow-ups, you can ensure that every lead is nurtured immediately without requiring manual effort from your sales team.
In this guide, we will walk you through building your first automated follow-up sequence using Visual Workflows.
1. Creating the Automation Workflow
Workflows are the engine that drives your automated communications.
Navigate to Workflows
From your main left-hand sidebar, click on Automations, then select Workflows. Click the green + Create Workflow button.
Start from Scratch
Choose Start from scratch to open the visual builder canvas. Give your workflow a clear name, such as "New Lead Follow-up."
Define the Enrollment Trigger
Click Add New Workflow Trigger. Select the event that should start the automation, such as Form Submitted or Tag Added. Save the trigger.
2. Building the Follow-up Sequence
Now, map out the messages and delays your lead will experience.
Add an Initial SMS Response
Click the + icon below your trigger and select Send SMS. Draft a quick, friendly text thanking the lead for their interest. Using SMS first dramatically increases engagement rates.
Insert a Wait Step
Click + again and select Wait. Configure the delay (e.g., Wait 10 Minutes or Wait 1 Day) to ensure your follow-ups feel natural and spaced out.
Add a Follow-up Email
Click + below the Wait step and select Send Email. Fill out the subject line and body. You can provide more detailed information, links to your calendar, or resources here.
3. Activating Your Workflow
Before leads can flow through your sequence, you must test and publish it.
Test the Sequence
Click the Test Workflow button at the top right. Select your own contact profile to simulate the enrollment and verify the messages look correct on your phone and email.
Publish and Save
Toggle the status switch at the top of the builder from Draft to Publish, then click Save. Your automated follow-up engine is now live!