Done-for-you automation builds

With done-for-you automation builds, the HLB team sets up workflows in your account so routine follow-up can run automatically. Every workflow the team builds starts with a trigger, such as a form submission, an appointment booking or a contact replying to a message. Actions follow, such as sending an email, updating contact details or assigning a lead to a team member.

Common builds for a local service business include:

• Lead follow-up that captures a new lead, updates the record and sends a welcome email.
• Appointment workflows that confirm bookings and send reminders.
• Follow-ups that start when a contact clicks a link or opens an email.

The team can start from a recipe or template, or build from scratch with multiple triggers and actions. Where it fits, a build can include a goal event that moves a contact ahead to a later step when they open or click an email, click a trigger link, gain or lose a tag, or reach an appointment status. A random split can send contacts down up to five paths to compare variations, with stats showing how many contacts enter each path.

Before a workflow goes live, it can be saved, tested with a chosen contact and then switched from draft to published.

Once your workflows are running, the Automation overview shows total and published workflows, enrollments over time, trigger analysis for up to the last 30 days and any workflows with errors that need review. You can turn on Stats view in the builder to see email and SMS stats.