Marketing Sequencing Kit19 Manual
Automate your marketing campaigns and lead generation to ensure no opportunity is missed, improving overall business performance.
Step 1:= click on left side menu bar then click on sells and choose the segmentation option.
Segmentation:-Segmentation means dividing data based on its source. For example, figuring out where the data is coming from, like:
Leads: New potential customers.
Enquiries: People asking for more information.
Conversions: People who made a purchase or took action.
It’s a simple way to organize and track where your customers are in the sales process. Why It’s Useful:
- Helps target the right peaple.
- Makes marketing more effective.
- Saves time and money.
- Increases customer satisfaction because you offer what they need.
- In short, segmentation helps you sell smarter, not harder!
Step 2:- Click on right side (+) icon and segregate the data based on target audience
- In Type:- we select those option we want to segregate (Lead, Enquiry, Conversions)
- Criteria name:- it is basically for own understanding that data coming from which part of source.
- Field name :- In this option we choose the name of field like Lead details, Score, Current state, country, pin code etc.
- Operator :- In this we have few drop down option like
- Contains
- Does not Contains
- Start with
- Does not start with
- End with
- Does not end with
- Equal to
- Does not equal to
- Value :- Type value according to the field name
Step 3:- After Filling all the required filled click add option and then save the record which we filtered.
Step 4 :- After click on save option we redirected to the next page which is criteria list.
Step 5:- If you want to see the filtered data of segment then click on eye icon which would automatically show that how many leads, enquiry, and conversion are in your segmentation.
Note:- After creating the segmentation next step his to set the marketing sequence
A marketing sequence is a series of marketing messages sent to a target audience at a set schedule. It can be used to engage the audience, make them aware of a brand, and encourage conversions.
Step 1:-To create marketing sequence click on Dashboard Marketing Marketing Sequences.
Step 2:- Click on right side (+) icon after click Sequence master page will be open.
- In sequence master page we have following options:-
- Sequence type:-
- General
- Other Activity
- Mass lead
- Mass enquiry
- Sequence type:-
- Sequence Name
- Action Type
- Time interval
- Time Unit
- Hours
- Days
Step 3:- After all the fields are fill then click on ‘add’ button the save the sequence.
Step 4:- Whatever lead we get, we filter it through segmentation and apply marketing sequence on it.
