Workflows to create task

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

I’m planning to set up a workflow to identify and create tasks for sales reps for unengaged leads.

Does anyone have suggestions or examples of effective workflows to prompt sales reps to engage with unresponsive leads in a timely manner?

2

Hey @Adlenglich

You can use this workflow to set a reminder to re-engage with contacts who still haven’t contacted or have not done any activity from the past 30 days:

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3

Hi @Adlenglich,

Happy to help here.

As a first step, I’d recommend discussing with sales what a sensible SLA could be: Service Level Agreements: 7 Steps to Writing an Effective One [+ Examples]

As part of that discussion, you would define when sales reps should be reminded to reach out to unengaged leads and what the time frame for that should be, e.g. 7 days after a first documented touchpoint.

You need this number to define clearly in a workflow when contacts should enter exactly. Otherwise, contacts would enroll potentially immediately and you wouldn’t be making friends in the sales department by creating tasks all over the place.

Here are the criteria you could use for enrollment in such a workflow:

  • Sales touchpoints: Last activity is more than X days ago
  • Marketing touchpoints: Last marketing email open date is X days ago AND Last seen is X days ago AND Recent conversion date is X days ago

Another consideration: As a sales person, I wouldn’t necessarily be the biggest fan of tasks. This depends a lot on how your sales reps like to work. If they’re already working with tasks, then tasks might be a good choice. If they don’t use them, you could also consider saved filtered views which dynamically display all unengaged contacts for each sales rep so that they can work through these contacts at their own pace, without automatically being overwhelmed by tasks: View and filter records

I personally like filtered views. If you set the filters right, they auto-clean up.

Let me know if you have any follow-up questions!

4

Hi @Adlenglich

+1 on @karstenkoehler’s recommendations from me!

Two key decisions:

  1. What is your companies definition on an unengaged contact? Once that is agreed do a simple contact view filter or list to get a feel for the number of contacts.
  2. Custom views vs tasks - I have seen “task fatigue” too many times, and if you keep creating loads of tasks which then get ignored, nothing has been achieved. Like Karsten I prefer to work with custom views so sales reps can quickly see a list of contacts who are unengaged and then decide to re-engage them.

Thanks

Frank