B-002. Generic Nurture

This module automates the process of nurturing leads through weekly text messages and monthly emails. It ensures consistent engagement with potential customers over an extended period, helping to keep your business top-of-mind.

How It Works: Surface Level

When the automation fires:

• It sends a series of 52 weekly text messages and 12 monthly emails to contacts who have opted in.
• It confirms opt-in status before starting the message sequences.
• It manages replies to ensure appropriate follow-up and removes contacts from nurture workflows if they respond.
• It connects with other modules and manages pipeline stages based on contact interactions.

Detailed Workflow Steps

Setup for SMS and Emails:

• SMS Templates:
  • Edit the templates to include the business short name and opt-out instructions.
  • Ensure each weekly SMS is ready for automation.
• Email Templates:
  • Customize the primary copy, add relevant content (videos, tips, etc.), and ensure correct scheduling links.
  • Update the subject line for each email.

Confirm SMS Opt-In Workflow:

• Trigger fires when the tag BZRZ02 Execute Marketing Opt-In SMS is added.
• Sends an initial opt-in request SMS.
• Adds Opt-In Confirmed tag if the contact opts in, initiating the 52 Weekly Text Messages workflow.
• Adds B002 SMS Opt-Out tag if the contact opts out, setting them to "Do Not Disturb" for SMS.

52 Weekly Text Messages Workflow:

• Trigger fires when the tag Execute Weekly Text Messages is added or upon opt-in confirmation.
• Sends a weekly text message using the pre-defined templates.
• If content is missing, add a wait step to pause the workflow until more content is available.

Monthly Emails Workflow:

• Trigger fires when the tag Execute Monthly Emails is added.
• Sends a monthly email using the pre-defined templates.
• Adjust the wait period if you need to space out emails due to lacking content.

Handling Customer Replies:

• Trigger fires when there is a reply from an email or text message.
• Removes the contact from nurture workflows to prevent further automated messages.
• Adds a tag indicating the reply type and initiates follow-up actions.

Tag Router Workflow:

• Aggregates tags and manages contacts based on their interactions.
• Connects with other modules and updates pipeline stages as needed.
• Ensures smooth integration and management of contacts across different workflows.

MIRO Board: Visual Breakdown

How It Works: Deep & Technical Level

Setup for SMS and Emails

• SMS Templates:
  • Navigate to Marketing > Templates.
  • Edit the SMS templates to include your business short name and opt-out instructions for the first message.
• Email Templates:
  • Edit the main copy of each email template, ensuring the content is relevant and includes the correct scheduling link.
  • Customize the subject line for each email.
• Using ChatGPT: If you need help generating content, you can use ChatGPT to create 52 weeks of SMS copy or 12 months of email content.

Confirm SMS Opt-In Workflow

• Trigger: Add the tag BZRZ02 Execute Marketing Opt-In SMS.
• Actions:
  • Sends an initial SMS asking contacts if they want to opt-in for communication.
  • If they opt-in, the tag Opt-In Confirmed is added, and they are moved to the 52 Weekly Text Messages workflow.
  • If they opt-out, the tag B002 SMS Opt-Out is added, and the contact is set to "Do Not Disturb" for SMS.

52 Weekly Text Messages Workflow

• Trigger: Add the tag Execute Weekly Text Messages or confirm opt-in through the previous workflow.
• Actions:
  • Sends a weekly text message based on the templates filled out during setup.
  • Each message is numbered and sent in sequence, with the first message including opt-out instructions.
• Handling Content Gaps: If you don't have content for all 52 weeks, add a wait period (e.g., 1000 days) to pause the workflow until you add more content.

Monthly Emails Workflow

• Trigger: Add the tag Execute Monthly Emails.
• Actions:
  • Sends a monthly email based on the templates filled out during setup.
  • Each email is scheduled to go out every 21.25 days.
• Handling Content Gaps: If you don't have content for all 12 months, adjust the wait period to extend the time between emails.

Handling Customer Replies

• Triggers: Reply from an email or text message.
• Actions:
  • Starts the workflow Listen for Response, Remove from Nurture Workflows.
  • Removes the contact from all nurture workflows to prevent further automated messages.
  • Adds a tag indicating the type of reply (e.g., Weekly SMS Reply or Weekly Emails Reply).
• Customization: You can choose to keep contacts in the workflow after a response, but ensure they are appropriately managed based on their requests.

Tag Router Workflow

• Purpose: Centralizes the management of all tags used within the B002 module.
• Actions:
  • Aggregates all relevant tags and manages contact interactions based on these tags.
  • Connects with other modules and updates pipeline stages based on contact responses and opt-in status.

By understanding these workflow steps and technical details, you can effectively use the Generic Nurture module to engage your leads consistently, manage their responses, and integrate with other systems seamlessly.