Choose the Right Lead Engagement Tool for Better Outcomes

Why This Feature Matters

Utilizing the appropriate lead engagement tools can significantly enhance your workflows. Here’s how:

• Clarifies Purpose: Each tool offers unique functions and use cases, making it easier for your team to select the right approach.
• Improves Workflow Choices: It aids in choosing between manual and automated workflows for maximum effectiveness.
• Enables Consistency: Consistent follow-up strategies based on campaign type ensure no leads fall through the cracks.
• Supports Efficiency: Smarter automation fosters operational efficiency, allowing you to focus more on closing deals.

Step-by-Step Overview

Drip Campaigns

• Email-only sequences

• Scheduled by start date or fixed calendar dates (e.g., holidays, birthdays)

• Option to auto-pause when a lead replies

• Managed via LEADS → Drip Campaigns

• More info: “Enabling and Using Drip Email Campaigns”

Traditional Action Plans

• Multi-step sequences that include:

  • Emails, text messages, on-site messages (auto/manual)

  • Phone calls and tasks (manual only)

   

• Activities can be triggered by start date or completion of prior steps

• Do not auto-pause when a lead replies

• Managed via LEADS → Action Plans

• More info: “Engage Your Leads with Traditional Action Plans”

Fully Automated Action Plans

• Includes only emails, texts, and voicemail drops

• All steps are auto-executed (no manual processing needed)

• Automatically pauses when a lead replies

• Scheduled relative to the plan’s start date

• Managed via LEADS → Action Plans

• More info: “Engage Your Leads with Fully Automated Action Plans”

Related Tools & Tips

• Contact Templates

  Used by all plan types. Access via Gear Icon → Contact Templates

  Related KB: “Creating & Managing Contact Templates”

• Voice Messages Manager

  Used exclusively in fully automated plans for voicemail drops

  Related KB: “Using the Voice Messages Manager”

• Applying Campaigns Automatically or Manually

  Campaigns and plans can be applied via:

  • Tracking Link Generator

  • Lead Routing Rules

  • Manual assignment (lead dashboard or lead detail page)

Best Practices

• Use drip campaigns for email-only follow-ups or date-based campaigns

• Choose traditional action plans when you need mixed auto/manual steps

• Use fully automated action plans for high-efficiency, hands-free outreach

• Leverage reply-based pauses in drip and fully automated plans to adjust timing

FAQs

Q: Can I include phone calls or tasks in a drip campaign?

A: No. Drip campaigns are email-only. Use a traditional action plan for multi-channel outreach.

Q: Which types of plans can auto-pause when a lead replies?

A: Drip campaigns and fully automated action plans have auto-pause functionality.

Q: Can I mix manual and automated steps in one plan?

A: Yes, but only in traditional action plans.