Efficient lead management is pivotal for scaling any fitness business. LeadDec simplifies this process through the creation and connection of customized pipelines to relevant automations. This guide will demonstrate setting up a unique pipeline for a "Six Week Challenge" campaign and linking it to its corresponding automations for a streamlined workflow.
Creating a New Pipeline
Navigating to Opportunities: Once logged into LeadDec, select the 'Opportunities' tab from the dashboard. This area is where you’ll manage your leads and track their progress.
Accessing Pipelines: Within Opportunities, find and click on 'Pipelines' at the top. You'll see the default sales pipeline and have the option to customize it or create a new one.
Setting Up a New Pipeline: To create a new pipeline, choose to add a new one and name it appropriately, for example, "Six Week Challenge." You can add stages like "New Lead" and "Contacted," according to your campaign's flow. Save your changes.
Linking Pipelines to Automations
Locating Automations: Head over to the folder where your current automations are stored. You’re looking to clone an existing automation that closely matches your new campaign's intent.
Cloning an Automation: Next to the automation you wish to replicate, click the 'Clone' or 'Copy' button. This operation duplicates the automation while preserving the original.
Creating a New Folder: Before you move the copied automation, create a new folder named after your campaign, e.g., “Challenge Pipeline,” to keep your automations organized.
Relocating Automations: With the new folder ready, navigate to the copied automation, click 'Actions,' select 'Move to Folder,' and choose your newly created folder as the destination. Save your settings.
Customizing Triggers: Since each pipeline might cater to different segments or campaigns, it’s critical to adjust the triggers within the copied automation. If your new pipeline centers around a specific Facebook Lead Form, ensure the automation’s trigger reflects this by selecting the correct form under the trigger settings.
Conclusion
Through LeadDec, creating specific pipelines for different campaigns, such as a "Six Week Challenge," and connecting them with targeted automations is straightforward and efficient. This approach allows for personalized lead engagement and tracking, thereby optimizing the lead management process.
Remember, a well-structured pipeline coupled with precise automations can significantly improve your conversion rates and streamline your operations. If questions arise or you need further guidance, our LeadDec support team is ready to assist at any moment.
Embrace the power of organized pipelines and targeted automations in LeadDec, and experience the uplift in your fitness business's lead management effectiveness today.