B-011. Lead Form Automations

This module automates the delivery and follow-up of lead magnets via high-level Facebook or TikTok forms. It tracks interactions with the lead magnets and notifies your sales team about engaged prospects. This helps determine whether a sales conversation should be initiated.

How It Works: Surface Level

When the automation fires:

• A lead submits a form to receive a lead magnet.
• The system delivers the lead magnet and sends follow-up messages.
• It tracks whether the lead clicks on the lead magnet links and responds to follow-up messages.
• Notifications are sent to the sales team about engaged leads, indicating who to follow up with.

Detailed Workflow Steps

Form Submission and Tagging:

• Lead submits a form to receive a lead magnet.
• The system adds a tag (e.g., "Lead Magnet 1") to the lead's profile.
• The workflow for delivering the lead magnet and initiating follow-up sequences starts.

Lead Magnet Delivery and Follow-Up Workflow:

• Each form submission starts a specific workflow linked to the submitted form.
• The workflow sends follow-up messages using predefined message templates.
• The lead magnet is delivered, and follow-up questions are sent to assess engagement.

Tracking Interactions:

• The system monitors if the lead clicks on links in the follow-up messages.
• When a link is clicked, a tag is added to the lead's profile (e.g., "Link Clicked - Lead Magnet 1").
• If the lead responds to follow-up messages, another tag is added (e.g., "Replied - Lead Magnet 1").

Sales Team Notifications:

• Interaction tags trigger a notification workflow.
• Notifications are sent to the sales team via the app and email.
• The sales team is informed about the lead's engagement and prompted to follow up.

Tag Routing Workflow:

• Aggregates all tags related to lead magnet activities.
• Allows users to customize additional actions based on the tags added.
• Facilitates integration with other workflows or systems within the snapshot.

MIRO Board: Visual Breakdown

How It Works: Deep & Technical Level

Form Submission and Tagging

• Trigger: The workflow starts when a lead submits a form to receive a lead magnet.
• Action: A tag is added to the lead to indicate which lead magnet was requested (e.g., "Lead Magnet 1").
• Workflow Initiation: The system starts a specific workflow to deliver the lead magnet and initiate follow-up sequences.

Lead Magnet Delivery and Follow-Up Workflow

• Trigger: The form submission triggers a workflow specific to the lead magnet form submitted.
• Message Templates: Each workflow has its own set of message templates, allowing customization of the follow-up messages without altering the workflow itself.
• Follow-Up Sequences: The workflow sends follow-up messages to the lead, asking additional questions to gauge interest and engagement.

Tracking Interactions

• Click Tracking: The system tracks if the lead clicks on the links in the follow-up messages. When a link is clicked, a tag is added to the lead's profile (e.g., "Link Clicked - Lead Magnet 1").
• Response Tracking: If the lead responds to the follow-up messages, a tag is added (e.g., "Replied - Lead Magnet 1").

Sales Team Notifications

• Trigger: The interaction tags (link clicks and responses) trigger a notification workflow.
• Actions: Notifications are sent to the sales team via the app and email, informing them about the engaged lead and prompting them to follow up.

Tag Routing Workflow

• Aggregation: This workflow aggregates all tags related to the lead magnet processes (form submissions, link clicks, responses).
• Customization: Users can connect these actions to other workflows or systems within their snapshot. This allows for additional custom actions based on the tags added.

By understanding the workflow steps and technical details, you can effectively utilize the Lead Form Automations module to capture and nurture leads, track their interactions, and ensure timely follow-ups by your sales team.