📢 Overview
Automation is key to maximizing efficiency and ensuring timely communication with leads and clients. Shape’s drip campaigns and follow-up automation allow businesses to engage leads, nurture relationships, and reduce manual effort. This guide will walk you through setting up automated workflows within Shape.
🔥 Why Use Drip Campaigns & Follow-Ups?
✅ Consistent Lead Nurturing – Keeps your brand top-of-mind for leads.
✅ Saves Time – Reduces manual outreach by automating communication.
✅ Increases Conversions – Well-timed follow-ups boost engagement and lead conversion.
✅ Ensures No Lead is Missed – Every prospect gets the attention they need at the right time.
✉️ Setting Up Drip Campaigns in Shape
Drip campaigns are a series of pre-scheduled emails and/or SMS messages sent at specific intervals.
🏗 Step 1: Create a Drip Campaign
1️⃣ Navigate to Marketing > Drip Campaigns in Shape.
2️⃣ Click New Campaign and enter a campaign name.
3️⃣ Select the trigger (e.g., new lead added, lead status changed, etc.).
4️⃣ Define your audience (e.g., leads from a specific source, tags, or status).
⏳ Step 2: Configure Drip Sequence
1️⃣ Add the first email/SMS and set the delay (e.g., send immediately or after 1 day).
2️⃣ Customize the subject line and message body with placeholders for personalization (e.g., {FirstName}).
3️⃣ Add additional steps (e.g., follow-up message after 3 days).
4️⃣ Enable stop conditions (e.g., if the lead replies, the campaign stops automatically).
🚀 Step 3: Activate & Monitor
✅ Enable the campaign and test it with sample leads.
📊 Monitor engagement metrics such as open rates, response rates, and click-throughs.
🔄 Adjust timing, messaging, or targeting based on campaign performance.
📅 Automating Follow-Ups
Follow-ups ensure leads remain engaged throughout the sales process. Shape allows you to automate:
📞 Call Reminders – Assign call tasks at specific time intervals.
📩 Email Follow-Ups – Automatically send reminders if no response is received.
📲 SMS Engagements – Text prospects to keep the conversation going.
⚙️ How to Automate Follow-Ups in Shape
1️⃣ Navigate to Workflows > Follow-Up Automations.
2️⃣ Select the trigger event (e.g., a lead is added, a deal stage changes).
3️⃣ Choose the action type:
- Assign follow-up tasks to a sales rep.
- Send a follow-up email or SMS.
- Change the lead status based on inactivity.
4️⃣ Set delay intervals (e.g., follow-up after 2 days).
5️⃣ Save and activate your automation.
📌 Pro Tip: Use lead scoring to prioritize follow-ups based on engagement level!
🔄 Best Practices for Automation
📌 Keep It Personal – Use dynamic fields (e.g., {FirstName}) to make messages feel personalized.
📌 Test Before Launching – Run sample messages to ensure correct formatting.
📌 Monitor & Adjust – Regularly review reports to optimize messaging and timing.
📌 Avoid Overloading Leads – Balance communication frequency to prevent overwhelming prospects.
📈 Measuring Success
After implementing automation, track key performance indicators:
📊 Open Rates – Percentage of emails opened.
📊 Response Rates – Number of leads engaging with emails/SMS.
📊 Conversion Rates – Leads moving forward in the sales pipeline.
📊 Task Completion – Percentage of follow-up tasks completed on time.
📌 Pro Tip: Use A/B testing to refine your automation strategies for better results!
🎯 Final Thoughts
Automating workflows through drip campaigns and follow-ups in Shape improves lead engagement, reduces manual effort, and ensures no lead is forgotten. By leveraging automation effectively, businesses can enhance productivity and increase sales conversions effortlessly.
📌 Need help? Visit Shape’s Help Center or reach out to support for assistance!
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