Customize Sales Team Notification

Written By Laudonia (Collaborator)

Updated at May 30th, 2024

 

Navigate to the B-011-WF-1.5.1. Tag 'Offer Outreach Replied' -> Notify User Automation

Customize Message Templates:

Within the automation, locate the message templates that are sent to the sales team or business owner when a new lead responds to a follow-up automation.

Edit Message Content:

Review the existing message content and make any necessary edits to ensure it aligns with your brand voice and communication style. Consider including personalized elements such as the lead's name or specific details discussed during previous interactions.

Provide Clear Instructions:

Clearly outline the actions you want the sales team to take upon receiving the lead response. This may include contacting the lead directly, scheduling a follow-up call, or providing additional information about your products or services.

Test Message Delivery:

Send a test message to ensure that the updated message content is formatted correctly and includes all necessary information.

Save Changes:

Once you're satisfied with the edits, save your changes to apply them to the B-011-WF-1.5.1. Tag 'Offer Outreach Replied' -> Notify User Automation.