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Activate Nurture Automation Usecase

How to Activate a Nurture Usecase

Here is a step-by-step guide on how to activate a nurture use case in Conversive based on the provided source:

Step 1: Preview Nurture Type Usecase from Templates

  1. Log in to Conversive.
  2. Go to the “Automated library” section on the Main Menu.
  3. Filter the list of curated templates for “Nurture Type Usecase.”

Step 2: Template Preview

  1. Preview the use case template.
  2. Click on “Get this Automation” to activate the template.

Step 3: Configure the Usecase Template

After clicking “Get this Automation,” the automation will be cloned to your account. There are three sections in the configuration:

Setting up Mapping and Settings

  • CRM Object: Select the CRM object to map the message template for personalization.
  • Phone Field: Choose the corresponding phone field for the CRM Object.
  • Sender ID: Select the sender ID to use for sending automation messages.

Setting up Message Template

  • Create a new template or choose from an existing template.
  • Set the time for sending the message.
  • Choose the time as immediately, hour(s), day(s), or month(s).
  • Modify the message template as needed.

Setting up Exit Criteria

  • Define the exit criteria for the use case, which is the condition when users should exit the nurture series.

Step 4: Activate the Usecase

Activate the use case once everything is set up.

Step 5: View Activated Usecase

View the activated use case in the “MyAutomation” section.

Prerequisites

Ensure your CRM is connected to Conversive through integration.

Key Concepts

  • Nurture Usecase: A series of automated messages designed to engage and cultivate relationships with potential customers.
  • CRM Object: Represents data stored in your CRM system, like contacts or leads.
  • Phone Field: Specifies which phone number field in the CRM object will be used for messaging.
  • Sender ID: The identifier that recipients will see as the sender of the messages.
  • Exit Criteria: The condition that determines when a user should stop receiving nurture messages.

Note: By following these steps, you can successfully activate a nurture use case in Conversive.