Automation is cool... smart automation is even cooler!

Here's an overview of settings available to make your automation as smart as you want it to be:

Where you can find these settings and what they look like:

You can find these settings HERE (must be admin user)

Execute steps on business days only

Recommended setting = YES

With this on, AgencyZoom will only execute automation steps on business days.

Why we like this - It helps make automated emails and text seem more realistic. Additionally, the Lead/Customer is more likely to get a response from someone in your office that same day.

Automatic Unenrollment - Leads

Recommended setting = YES

With this on, AgencyZoom will automatically unenroll leads from an automation sequence when any one of the following occurs:

  1. The lead replies to one of the emails/text in your sequence.

  2. The lead sends an email/text to you, not as part of the sequence, from the email address/phone number that was enrolled.

Why we like this - Let's say there is a lead that replies back to you an email/text and says "I'm ready to move forward". The last thing you want is for that lead to receive an automated follow-up email that continues to ask if they want to move forward. This setting removes the burden of having to manually remember to turn automation off for a specific lead.

Automatic Unenrollment - Onboarding

Recommended setting = NO

With this on, AgencyZoom will automatically unenroll Customers from the Onboarding sequence automatically when any one of the following occurs:

  1. The Customer replies to one of the emails/text in your sequence.

  2. The Customer sends an email/text to you, not as part of the sequence, from the email address/phone number that was enrolled

Why we recommend this to be off - Onboarding is different then prospecting. More than likely you want your new customer to receive all communication during the onboarding process. Even if they reply to a specific email/text.

Automatic Early Recycle

Recommended setting = YES

With this on, AgencyZoom will automatically recycle back Smart-Cycle leads to the NEW stage early when any one of the following occurs:

  1. The lead replies to one of the emails/text in your Smart-Cycle sequence.

  2. The leads sends an email/text to you, not as part of the sequence, from the email address/phone number that was enrolled.

Why we like this - Smart-Cycle is a great feature that helps you get unsold leads out of your active pipeline and onto the back burner. This allows AgencyZoom to nurture them automatically and recycle them back into your pipeline at the perfect time, so you can close them in the future.

What if a lead in the Smart-Cycle bucket replies to one of the automated nurturing emails/text and says "Can you quote me now?" More than likely, you want that lead to be in your active pipeline right then and there. This setting will do that automatically! Super cool!

What you'll see in the Activity history when we unenroll a lead/customer

We'll insert an activity card that looks like this:

That way you can always keep track of who you've contacted and where they're at in the selling process!

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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