Conversion
If the lead has already bought or contracted, the acquisition flow should stop or change its objective.
Birlo
How to automate lead follow-up in WordPress
Sales automation
How to automate lead follow-up in WordPress
Automation is not about sending more messages. It is about contacting people at the right time, with context and clear conditions for stopping.
Elements of good follow-up
- Lead status.
- Detected interest.
- Commercial consent.
- Last interaction.
- Scoring or priority.
- Unsubscribe or conversion conditions.
When to stop automation
Unsubscribe
An unsubscribe request must block further commercial communications.
No consent
Communications requiring consent should not start when that consent is absent.
Automation with Birlo Sales Agent
Pro and higher editions add follow-ups, scoring, emails and reports. Commerce can associate WooCommerce conversions to stop follow-ups after a purchase.