At present we have 11 different automation steps that can be used in a sequence/campaign. Please review each of the sections below for a detailed breakdown on each workflow automation.
On selecting the 'Email' step, all you need to do is, select a template under my templates / global templates or click the '+' icon under the step to create a new template as highlighted below.
The 'Email' will be sent out as per the sequence send Time and Day settings. You also have the option to 'Pause' the step to schedule an 'Email' to be sent later as shown in the above screenshot. On pausing the step, when the sequence starts as per the send Time and Day sequence settings, an 'Email Task' will show under your 'Inbox'. (See the below example of how a scheduled email in the 'Inbox' looks)
From the 'Inbox' you can mark the 'Email Task' as complete by just clicking on the icon but, that will not send out the email. To send out the email, click anywhere on the 'Email Task' under the 'Inbox' to open up the 'Contact Details' page and click the dropdown arrow under the scheduled email as shown in the below screenshot.
Click 'Edit' to make any changes to the email and 'Send Now' to send out the scheduled email as shown below.
Note: A scheduled 'Email Task' even if completed outside the sequence send time settings will be sent out immediately.
Call
On selecting the 'Call' step, all you need to do is, click the '+' icon to create a new call task template. Similar to the 'Email' step, you have the option to 'Pause' the 'Call' step. Turning on the pause option setting, will not move the enrolled contacts to the next step in the sequence unless the 'Call' task from the 'Inbox' is completed by the assignee.
Fill in all the details on the 'Create Task Template' popup and click 'Save' as highlighted below.
The 'Call' task will then show under the assignees 'Inbox' as and when the sequence runs as shown below.
From here, you have the option to complete the 'Call' task by just clicking on the icon but, that will not make a call to the lead/contact. To make a call, click anywhere on the 'Call' task beside the call icon under the 'Inbox' to open up the 'Contact Details' page and click the 'Phone' icon on the extreme top of the 'Contact Details' page as shown in the below screenshot.
On selecting the 'LinkedIn' step, all you need to do is click the '+' icon to create a 'LinkedIn' task template. You have the option to 'Pause' the 'LinkedIn' step. Turning on the pause option setting, will not move the enrolled contacts to the next step in the sequence unless the 'LinkedIn' task from the 'Inbox' is completed by the assignee.
Fill in all the details on the 'Create LinkedIn Template' popup and click 'Save' as highlighted below.
The 'LinkedIn' task will then show under the assignees 'Sales Inbox' as and when the sequence runs as shown below.
From here, you have the option to complete the 'LinkedIn' task by just clicking on the icon. To view the prospect's LinkedIn page and action out the assigned task, click anywhere on the 'LinkedIn' task under the 'Inbox' to open up the 'Contact Details' page and click the 'LinkedIn' icon as shown in the below screenshot. (You will be directed the prospect's LinkedIn page)
SMS
Note: You will need to purchase a 'Twilio' phone number within Uptics in order to send or receive an SMS.
On selecting the 'SMS' step, all you need to do is click the '+' icon under the step to create a new 'SMS' template as shown below.
Proceed by filling in all the details in the 'SMS' template and click the 'Update' button highlighted in the below screenshot. The 'SMS' wll be sent out as and when the sequence runs.
Task
On selecting the 'Task' step, all you need to do is click the '+' icon to create a new Task template. Select the desired task template option from the 'Type' dropdown as shown below, add an 'Assignee' and click 'Save'.
Once the sequence runs, the task template will show under the 'Assignees' Uptics 'Inbox'. The below screenshots show how each task 'Type' looks under the 'Inbox'.
To-do Task:
Call Task:
Email Task:
SMS Task:
LinkedIn Task:
Any of these above 'Tasks' type can be completed by clicking on the task 'Icon' under the 'Inbox'. If the 'Task' step for any of these above task types is paused, the sequence will not move to the next step unless the task is completed under the 'Inbox'.
To action out any of these above tasks, click anywhere on the task besides the task icon under the 'Inbox' to open up the 'Contact Details' page. From there, you can complete any Task type i.e initiate a call by clicking on the 'Phone' icon, send a scheduled email by clicking the 'send now' option, send an SMS by clicking on the 'SMS' icon, click on the 'LinkedIn' icon to visit the contacts LinkedIn page.
Tag
On selecting the 'Tag' step, all you need to do is 'Type to search an existing tag and select the same or create a new tag' by typing in the 'Search Box' and hitting enter under the step as shown below.
The selected 'Tag' will show on the step as highlighted below and it will be applied to all your contacts that will be enrolled in your sequence.
Sequence
The 'Sequence' step is used when you would like all your enrolled contacts in the current sequence to automatically enroll in another existing sequence once the 1st sequence is completed.
All you need to do is, select the 'Sequence' step and type an existing sequence name in the 'Search Box' or directly select from the list below the step as shown in the screenshot. All the contacts will from your current sequence will auto-enroll into the new 'Sequence' step.
Note: you would just want to make sure to set a delay before the first step in the new sequence. Also, any contact that was manually unenrolled from your existing sequence will not re-enroll in the new sequence step. (Hence, it is advisable to use the unenroll option under the 'Sequence Settings' to avoid this.)
Assign Contact Owner
The 'Assign Contact Owner' step will assign your selected 'User' as 'Contact Owner' to the enrolled prospects. You have the ability to just assign one 'User' as a 'Contact Owner' to your enrolled contacts.
On selecting the 'Assign Contact Owner' step, all you need to do is, select a 'User' under the step to be assigned to all contact records as highlighted in the screenshot below.
On selecting the 'User', the selected 'User' name will show on the step as highlighted below. As and when the sequence runs, the 'User' will be assigned as a 'Contact Owner' to your contact records.
Distribute Leads
The 'Distribute Leads' step will equally distribute/assign your selected 'Users' under the step as 'Contact Owner' among all your enrolled contacts/leads. Here, you have the option to assign multiple 'Users' as a 'Contact Owner' to your enrolled contacts.
On selecting the 'Distribute Leads' step, all you need to do is, select 'Users' under the step to be distributed/assigned among all your contact records as highlighted in the screenshot below.
On selecting the 'Users', the selected user names will show on the step as highlighted below. As and when the sequence runs, the contacts/lead will be distributed/assigned equally among the selected users.
Intro Lyne
Note: To use the 'Intro Lyne' feature, you need to make sure all your contacts/prospects have their LinkedIn Profile URL added to their contact details as shown below.
The 'Intro Lyne' feature will help you and your team to generate, choose, edit and write personalized intro lines for your prospects which also has an approval system that is mandatory.
In some cases, an Intro Lyne might not be generated due to the profile not being rich in content, no user profile activity, etc. In such a case, you will have ready Intro Lyne template variations to choose from or you can even manually write an intro line. When an 'Intro Lyne' is generated, you will have the ability to view and add different intro line 'Variation' depending on the category 'Type' selection for your outreach.
On selecting the 'Intro Lyne' step, all you need to do is, select a 'User' under the step to be assigned the task as highlighted in the screenshot below.
On selecting the 'User', as and when the sequence runs, the user will be assigned the 'Intro Lyne' task to be approved and completed. The 'Intro Lyne' assigned task will show up in the assigned users 'Inbox' as highlighted below.
This is what an Incomplete vs Complete Intro Lyne will look like under the 'Inbox'
From here, the assigned user has the option to edit, approve and complete the 'Intro Lyne' task for each enrolled contact by clicking on the task. In doing so, a pop-up with the generated Intro Lyne will show up from where it can be edited, approved & completed.
An 'Intro Lyne' task can even be completed from the 'Contact Details' page. Please find below links to the detailed steps to complete an 'Intro Lyne' task.
Steps to Approve & Complete an Intro Lyne from the Sales Inbox
Steps to Approve & Complete an Intro Lyne from the Contact Details Page
Note: If your sequence has another step after the Intro Lyne step, the sequence will only move to the next step once the assigned user has 'approved & completed' the 'Intro Lyne' task under their 'Inbox'.
Create Deal
This step is useful in a scenario where you will need to add bulk deals within the system. On selecting the 'Create Deal' step, It will open up as shown below.
From here, you have the ability to select your deal Pipeline, Stage, Enter days to Close the Deal, Amount, Frequency, and Description.
Note: In order to be able to select the Deal Pipeline and Stage under your Deal step in a sequence, you will need to have your Deal Pipeline and Stages created under Profile > Settings > System Properties.
Refer to this article on how to Manage Deal Pipelines and Stages.