Your Workflow Toolkit: Tags & Triggers

Here is what Workflows are all about!

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Your Workflow Toolkit: Tags & Triggers

Now, let's talk about a couple of powerful tools that can supercharge your workflows, especially when using a powerful CRM (Customer Relationship Management) system like Omni-Escaler:

What is a Tag?

Imagine you have a stack of client files. To quickly find all your "VIP" clients or those interested in "Product X," you might stick a coloured label on their file. In a CRM system, a tag is exactly like that label – but digital!

A tag is a keyword or term you attach to a client's record (or a project, or a deal) to categorise them. For example:

• Lead - Hot
• Client - VIP
• Interested in - Marketing Services
• Follow-up - ASAP

Why are tags useful? They allow you to quickly filter and segment your contacts, making it easy to see at a glance who's who and what their status is. This is crucial for sending targeted emails, providing specific support, or moving clients through different stages of your process.

What is a Trigger?

If a tag is a label, then a trigger is like a doorbell. It's an event or action that automatically kicks off the next step in your workflow.

The actions a trigger can perform are incredibly valuable. It gives you the advantage of being able to follow up instantly. For instance, a trigger can be set to:

• Send an email or a text message.
• Generate a call back request for a team member.
• Even book an appointment directly into your calendar.

Think of it as an "if this happens, then do that" instruction. For example:

• IF a new client signs up for your newsletter (trigger), THEN send them a welcome email (action).
• IF a client completes their first purchase (trigger), THEN apply the tag Client - First Purchase (action) and schedule a follow-up call in two weeks (action).
• IF you change a client's tag from Lead - Hot to Client - Onboarded (trigger), THEN automatically assign them to a specific account manager (action) and start the onboarding email sequence (action).

A Simple Workflow in Action

To show you how it all comes together, here's a simple, two-step example of a workflow:

Step 1: An interested customer visits your website and fills out a form.

• This triggers a series of immediate actions.
• The system sends you a text to let you know a new lead has arrived.
• It sends you an email of interest with all their details.
• It automatically adds a new record for the customer to your Omni-Escaler CRM.

Step 2: The customer receives a welcome email.

• This email contains different options for them to click on.
• If they click on a specific product link, it triggers a new email to be sent with more information about that product.
• If they don't click on anything, it triggers the system to send them a different follow-up email a few days later.

This simple process shows how one action (a new form submission) can set off a whole chain of valuable, automated tasks without you having to lift a finger.

The Automatic Machine: Your Proactive Partner

Once you've mapped out your client journey and set up your tags and triggers, you've essentially built an automatic machine for your sales process. This is where you truly save time. You no longer need to manually remember where each client is in their email journey or sales funnel, as your Omni-Escaler CRM system becomes your proactive partner. What's even better? You never have to switch it off.

It's no longer you chasing clients; it's the workflow prompting you when a client is ready to talk. For instance, the system can notify you with an alert that reads: "Lead [Client Name] has just viewed your pricing page for the third time and downloaded your case study. Time to call!" This means you can focus your energy and attention on the leads who are genuinely engaged and ready to make a decision, rather than wasting time on cold calls. It's all about working smarter, not harder.

Ready to See it in Action?

Reading about workflows is one thing, but seeing them work their magic for your business is another. If you're curious about how Omni-Escaler can simplify your day-to-day and automate your business development, you can [insert link for a free demo here].

The Special Magic of Trigger Links

While any action can be a trigger, a trigger link is an especially powerful tool. This is a unique hyperlink you place in an email or SMS that, when clicked, automatically sets off a specific action in your workflow.

Why are these so important? They are the ultimate form of customer-driven automation. A trigger link gives you a direct, measurable insight into a client's specific interests and intent. For example, you might send an email with several links to different services you offer. Each of those links can be a unique trigger link.

• If a client clicks the link for "Marketing Services," your workflow instantly knows they're interested. It can then automatically apply an Interested in - Marketing Services tag and send them an email with a case study on that topic.
• If they click the link for "Pricing," the CRM can immediately notify you, as this is a huge sign of buying intent.

Trigger links turn passive engagement into active data. They allow your automated system to react in real-time to a client's behaviour, sending them precisely the right information at the exact moment they show interest. This is the difference between a generic sales process and a truly personalised, intelligent one that works for you, 24/7.

What Our Members Say

"Since implementing the workflows, I've cut my admin time in half and I'm generating more qualified leads than ever before. It's completely changed the way I do business."

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