{"id":4746,"date":"2020-05-26T18:39:37","date_gmt":"2020-05-26T16:39:37","guid":{"rendered":"https:\/\/www.touchdown.co\/?post_type=epkb_post_type_1&#038;p=4746"},"modified":"2020-09-25T15:01:00","modified_gmt":"2020-09-25T13:01:00","slug":"lead-engagement","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.touchdown.co\/help\/lead-engagement\/","title":{"rendered":"Lead Engagement"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"4746\" class=\"elementor elementor-4746\">\n\t\t\t\t\t\t<div class=\"elementor-inner\">\n\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7de9fd52 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"7de9fd52\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-712921e1\" data-id=\"712921e1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-3fbfb598 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"3fbfb598\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-5f99aeec\" data-id=\"5f99aeec\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6f68386 elementor-widget elementor-widget-text-editor\" data-id=\"6f68386\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t<p>You can start engaging your leads using automation. Touchdown includes a Sales engagement template with predefined actions including entry point, triggers and actions to optimise your sales engagement process.<\/p><p>\u00a0<\/p><p>To create a Sales engagement scenario using the template:<\/p><ul><li>Go to\u00a0<strong>Scenario<\/strong> in the Touchdown menu<\/li><li>Create a new scenario by clicking +New in the top bar<\/li><li>Enter the name of the automated scenario<\/li><li>Select\u00a0<strong>Sales Engagement<\/strong>\u00a0template<\/li><\/ul><p>\u00a0<\/p><p>The template includes predefined steps, you can adapt to your case in the following order:<\/p><p><strong>Starting point<\/strong><\/p><ul><li>To start engaging your leads in the scenario, click <strong>New member is added to your list<\/strong><\/li><li>Select an existing marketing list &#8211; for more information about how to create a marketing list, view <strong><a href=\"\/help\/manage-your-marketing-lists\/\">this article<\/a><\/strong><\/li><li>Confirm <strong>OK<\/strong><\/li><\/ul><p>\u00a0<\/p><p><strong>Trigger<\/strong><\/p><ul><li>The predefined step tells the automation when it can send the emails, click <strong>Wait for a specific time frame<\/strong><\/li><li>Your emails will only be sent during these specific days and hours, the predefined interval is <em>Monday through Friday between 9 and 18:00<\/em>, to modify:<ul><li>Click on the days of the week for the email sent<\/li><li>Set the time period your emails can be sent by clicking on the clock<\/li><li>Select the timezone for the time intervals<\/li><\/ul><\/li><li>Confirm <strong>OK<\/strong>\u00a0<\/li><\/ul><p>\u00a0<\/p><p><strong>Email creation<\/strong><\/p><ul><li>This step tells the automation to send the email according to the respected time interval from the previous step.<\/li><li>To add an email, click on the square under Send Email<\/li><li>Prepare your email &#8211; for more information about how to create an email in automation, view <a href=\"\/help\/automation-entry-points-actions-conditions-triggers\/\"><strong>this article<\/strong><\/a><\/li><li>Confirm <strong>OK<\/strong>\u00a0<\/li><\/ul><p>\u00a0<\/p><p><strong>Triggers<\/strong><\/p><ul><li>Your lead has received the email that means now wait to see if the lead will interact with the email by replying<ul><li>Click <strong>Wait for interaction<\/strong><\/li><li>If you want to modify, select another type of interaction<\/li><li>Click Day(s) to select how much time your leads have to interact with the email in days or hours<\/li><li>Click the number to select how many days or hours your leads have to interact with your email<\/li><li>Confirm <strong>OK<\/strong><\/li><\/ul><\/li><\/ul><p>The scenario is now divided for two cases:<\/p><ul><li><em>Your lead interacts:<\/em><br \/><ul><li>In this case, they pass onto a manual resume<\/li><li>If they reply to your email, you will find the reply in <strong>Replies<\/strong> &#8211; view <a href=\"\/help\/replies-interaction-with-email\/\"><strong>this article<\/strong><\/a> for more information about replies<ul><li>You can manually add the leads into the scenario if according to you there still might be an interest<\/li><\/ul><\/li><\/ul><\/li><li><em>Your lead doesn&#8217;t interact:<\/em><ul><li>In this case, you should wait before sending another email using Timer step<\/li><li>Click Timer step<\/li><li>Click the number to define the waiting period for the email send<\/li><li>Confirm <strong>OK<\/strong><\/li><li>The automation will again wait for the appropriate time and date for the email send using <strong>Wait for a specific time frame\u00a0<\/strong>trigger you can adapt<\/li><\/ul><\/li><\/ul><p>\u00a0<\/p><p><strong>End of the scenario<\/strong><\/p><ul><li>When your lead is converted into a customer or is qualified as not interested, for example, they should leave this scenario<\/li><li>Click <strong>Remove member from list\u00a0<\/strong><\/li><li>Select the marketing list you want them to leave<\/li><li>Confirm <strong>OK<\/strong><\/li><li>When you are finished, you can publish the scenario by clicking <strong>Go Live<\/strong> in the top bar.<\/li><\/ul><p>\u00a0<\/p><p>If your email sequence requires several email sequences, you can simply reproduce the automation steps described above. If you wish to explore more options, <strong><a href=\"\/help\/automation-entry-points-actions-conditions-triggers\/\">this article<\/a><\/strong> explains automation actions, triggers and conditions you can apply to adapt the scenario to your case.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-64df61aa\" data-id=\"64df61aa\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c33da31 elementor-widget elementor-widget-image\" data-id=\"c33da31\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-image\">\n\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"1881\" height=\"845\" src=\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2020\/05\/sales-engagement.gif\" class=\"attachment-full size-full\" alt=\"sales engagement\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>You can start engaging your leads using automation. Touchdown includes a Sales engagement template with predefined actions including entry point, triggers and actions to optimise your sales engagement process. To create a Sales engagement scenario using the template: Go to&nbsp;Scenario in the Touchdown menu Create a new scenario by clicking +New in the top bar [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"epkb_post_type_1_category":[119],"epkb_post_type_1_tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Lead Engagement - Touchdown<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.touchdown.co\/#organization\",\"name\":\"Touchdown\",\"url\":\"https:\/\/www.touchdown.co\/\",\"sameAs\":[\"https:\/\/www.linkedin.com\/company\/touchdown-co\",\"https:\/\/www.youtube.com\/channel\/UCJ4G2WGDv8p9oNR1YHNBMvQ\",\"https:\/\/www.facebook.com\/touchdown.marketing\/\",\"https:\/\/twitter.com\/touchdown_co\"],\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/www.touchdown.co\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2019\/07\/logo.png\",\"contentUrl\":\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2019\/07\/logo.png\",\"width\":300,\"height\":300,\"caption\":\"Touchdown\"},\"image\":{\"@id\":\"https:\/\/www.touchdown.co\/#\/schema\/logo\/image\/\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.touchdown.co\/#website\",\"url\":\"https:\/\/www.touchdown.co\/\",\"name\":\"Touchdown\",\"description\":\"Marketing Suite for Microsoft Dynamics 365 &amp; 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