Notify yourself for a hot leads

Name: Mith Lawson
Item: Saasflow
Rating: 5
Author: admin

Let's imagine you're running an ad campaign on Facebook with a funnel. A lead fills out the form and survey on your funnel and they answer 'YES' to learning more about your services.

That's a hot lead!

‍Saasflow can instantly notify you when this happens so you can connect with the lead right away. You'll first need to create a hot transfer campaign and then create a trigger to activate it.

Step 1

Set up the Hot Transfer Feature Campaign

Go to Automations (left hand menu)
Go to Campaigns (near the top)
Create New Campaign
Add Event >> Call
Add a Call Whisper Message (i.e. {{contact.name}} just answered yes to learning more about life insurance. Press any button to connect with them!)
Edit your allocated times to receive these calls
Click Save

Step 2

Set up the Hot Transfer Feature Trigger

Go to Automations (left hand menu)
Go to Triggers (near the top)
Create New Trigger
Under "What should trigger this rule?", select what you action you want to trigger the hot transfer (i.e. lead filled out my life insurance quote form)
Under "What actions should we perform?", select "Add to Campaign" and choose the Hot transfer campaign you just created.
Switch Trigger from "Draft" to "Activate"

Check out the video below to see step by step instructions!

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