Help -- Dynamic Fields Examples

 

Sample Dynamic Field / Workflow Examples

Below are some examples of how to use Dynamic Fields kicking off Workflows based upon specific responses.

 

BASED UPON THE CUSTOMERS RESPONSES

"Open Leads will kick off specific Workflows to those answers"

 


 

Example 1 - Does the Customer need to Sell Home before buying

 

Selecting "Yes" - kicks off a Drip Email Campaign to keep the customer informed AND on your Warm List

 

Selecting "No" - Moves your Potential Buyer to your Hot List and Schedules an immediate contact.

 

 


 

 

Example 2 - This example is a Support Issue - Open will automatically assign the Lead to whomever has the correct responsibility.

 

Selecting any one of the five Support Issues will Assign this lead to that department, send out a Notification to that department head and Schedule a Task for a Follow Up Phone  Call

 

 

 


 

 

 

Example 3 - This is part of a Survey form that Customer completes after visiting a potential Home for Sale

Selecting 1 Star (Not Very Interested) - Automatically set a Workflow that initiates a Drip Email Campaign and moves their Status to "Cold" for this Home

 

Selecting 5 Stars (Very Interested) - Automatically Sets a Task for an immediate Contact Phone Call.

 

 


 

 

 

Example 4 - Selecting a particular model will Automatically send the customer an email with that model's Floorplan attached as well as Specs for that home.

 

 

 


 

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