Automations 6.1 - Choosing the right automation tool

Welo wants to ensure any prospects that get created with their competitor’s email domains are automatically marked as “Do Not Email” to ensure they never receive any email communications.

• Completion Action

• Page Action

• Dynamic list

• Segmentation Rule

• Automation Rule

Welo needs a list of existing customers who have not yet purchased the new Time & Attendance product so they can send a one time end-of-month discount promotional email.

• Completion Action

• Page Action

• Dynamic list

• Segmentation Rule

• Automation Rule

For Welo’s upcoming webinar, they want to ensure all future registrants are immediately added to the corresponding Salesforce Campaign.

• Completion Action

• Page Action

• Dynamic list

• Segmentation Rule

• Automation Rule

Welo wants to notify sales managers when one of their assigned prospects visits the pricing page.

• Completion Action

• Page Action

• Dynamic list

• Segmentation Rule

• Automation Rule

Welo has a Product Interest field that both prospects and sales can update with their current interests. Each product has a corresponding list and the marketing team wants to ensure these lists stay current to mirror the Product Interest field values so they are ready to use at any point in time.

• Completion Action

• Page Action

• Dynamic list

• Segmentation Rule

• Automation Rule

Welo wants to create an engagement program with the recipient list populated by both a specific set of prospect criteria and also allowing sales reps to manually add to program, when applicable.

• Completion Action

• Page Action

• Dynamic list

• Segmentation Rule

• Automation Rule

Welo wants to create a Salesforce Task for the assigned Sales rep when the existing Free Trial Request form handler is submitted but only for future submissions.

• Completion Action

• Page Action

• Dynamic list

• Segmentation Rule

• Automation Rule

Welo wants to pull a one-time report for today’s executive meeting of how many existing prospects are qualified with a grade greater than B+ and engaged with a score greater than 200.

• Completion Action

• Page Action

• Dynamic list

• Segmentation Rule

• Automation Rule

Welo wants to have a continuously updated report of prospects created this month who currently have a score greater than 100 and a grade of B- and higher.

• Completion Action

• Page Action

• Dynamic list

• Segmentation Rule

• Automation Rule

Welo wants to create a newsletter list that is initially populated using prospect criteria but also allows all prospects to subscribe to the list via an email preference page.

• Completion Action

• Page Action

• Dynamic list

• Segmentation Rule

• Automation Rule