Lost Leads Reactivation Email | Odoo Email Marketing — Transcript

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1. 0:05welcome back o doers did you know that
2. 0:08when lost leads are archived and removed
3. 0:10from the CRM pipeline in noo they can
4. 0:12still be targeted with the email
5. 0:14marketing application it's true why
6. 0:17would anyone want to do that you ask
7. 0:19well it's all a part of a campaign
8. 0:20strategy called lead reactivation a lost
9. 0:24lead reactivation email examines the
10. 0:25leads that were marked as lost during a
11. 0:27specific period of time and with the
12. 0:29help of custom filters and recorded lost
13. 0:31reasons these emails can Target those
14. 0:33once lost customers with a message want
15. 0:36to see how it's all done of course you
16. 0:38do so let's jump into our database to
17. 0:39see how easy it is to send lost lead
18. 0:41reactivation emails with Odo let's
19. 0:44imagine we have some leftover
20. 0:45merchandise taking up space in our
21. 0:47warehouse to help clear out that excess
22. 0:49inventory we want to reach out to some
23. 0:50leads that were marked as lost in the
24. 0:52past because we didn't have enough
25. 0:54Supply to fulfill their orders at the
26. 0:56time well they're un luck because
27. 0:58they're about to get an email in their
28. 0:59inbox from us telling them that we have
29. 1:01products taking up space in our
30. 1:02warehouse that we know they're
31. 1:03interested in so first things first in
32. 1:06the email marketing dashboard all we
33. 1:08have to do is click new in the upper
34. 1:10left corner to start a new
35. 1:11email for the subject let's go with
36. 1:14something extremely simple yet direct
37. 1:16something like limited run merchandise
38. 1:18is back in stock then in the recipients
39. 1:21field we're going to select lead
40. 1:24opportunity from the drop- down menu
41. 1:25because we'll be targeting loss leads by
42. 1:28default this black list is not set is
43. 1:31enabled since we don't want to Target
44. 1:33leads that are on our do not contact
45. 1:35list so we're going to go ahead and
46. 1:36leave that as is now if we click next to
47. 1:40the filter it'll expand on which we call
48. 1:43the domain which contains all the other
49. 1:45targetable criteria we'll use to Target
50. 1:46our audience we'll click that Arrow so
51. 1:49we can add more filtering criteria to
52. 1:50Target our
53. 1:52audience now before we add any more
54. 1:54rules we're going to hit this toggle
55. 1:55switch here to include
56. 1:57archived because when a lost lead is
57. 2:00marked as lost in the CRM app a record
58. 2:03is archived you'll notice I when I did
59. 2:06that the number of Records increase to
60. 2:09include all those archived records but
61. 2:11we will go ahead and click a new rule
62. 2:13now and Target our audience criteria in
63. 2:17the first of these new Fields we'll go
64. 2:18ahead and switch this to
65. 2:23stage and then we're going to put is not
66. 2:26in and we'll go ahead and put the field
67. 2:30as new qualified and
68. 2:37one this is because we only want to
69. 2:39Target leads that were lost in the
70. 2:41proposition stage of our CRM pipeline
71. 2:44those leads were essentially at the
72. 2:45finish line of making a deal but were
73. 2:47marked as loss for one reason or another
74. 2:49speaking of loss reason that's going to
75. 2:51be the next focus of this next rule
76. 2:53because we don't want to just Target
77. 2:55every lead that was ever lost in that
78. 2:57stage we only want to reach out to the
79. 2:58leads that were lost due to a lack of
80. 3:00inventory so we'll click on new rule
81. 3:03once again and we'll select lost
82. 3:10reasons and then we're going to put is
83. 3:12in for the second field and lastly in
84. 3:14the Third Field we'll go ahead and put
85. 3:16not enough
86. 3:18stock awesome lastly my boss just told
87. 3:21me he's sick of paying for international
88. 3:24shipping cost and that I should only
89. 3:25target leads that we can ship to
90. 3:26domestically so with that in mind let's
91. 3:29go ahead and add another Rule and here
92. 3:32we're going to put country for the first
93. 3:34field in the second field we'll keep it
94. 3:35as is in and then we'll put United
95. 3:38States for the
96. 3:41third you'll notice that after creating
97. 3:43all these targeting rules our number of
98. 3:45record has been whittel down to a
99. 3:47specific number of lost leads in our
100. 3:48database that have the following
101. 3:51criteria they don't have a blacklisted
102. 3:53email address they were only in the
103. 3:55proposition stage of the CRM Pipeline
104. 3:58and they were marked as lost
105. 4:00specifically because there was not
106. 4:01enough stock oh and also they were side
107. 4:03in the United States perfect I think my
108. 4:06boss is really going to like this in
109. 4:07fact why don't I just save it for myself
110. 4:09and my co-workers sometime in the future
111. 4:12and to do that save this filter all we
112. 4:14have to do is click on this dis icon to
113. 4:16the far right of the lead SL opportunity
114. 4:18recipients field and let's go ahead and
115. 4:21title it lost
116. 4:24us leads and we'll put stock for a
117. 4:28reminder here and then click add and
118. 4:32boom that's
119. 4:34it now whenever we need to send a
120. 4:36similar lost leads reactivation email we
121. 4:38can use just use this preconfigured
122. 4:40filter to save us some time with all
123. 4:43those recipient filters in place all we
124. 4:45have to do now is create the body of an
125. 4:46email using any of these templates in
126. 4:48the mail body
127. 4:51section we'll also add a link to our
128. 4:53online store in the email so the
129. 4:55recipients can easily purchase those
130. 4:57products that they finally wanted a
131. 4:59while ago with just a few clicks then
132. 5:01when we're done creating the body of the
133. 5:03email we can simply just click Send to
134. 5:06send it right away or schedule to
135. 5:08schedule it for later if these lost
136. 5:11leads are still interested in our
137. 5:12products they can click the link in the
138. 5:14email to make their purchase and just
139. 5:16like that those lost leads have been
140. 5:17reactivated and transformed into
141. 5:19official customers which we can all be
142. 5:21viewed and access via the smart button
143. 5:23metrics at the top of the form and
144. 5:25that's it super simple right and there
145. 5:28you have it OD doers that's how you how
146. 5:30easy it is to create a lost leads
147. 5:31reactivation email using the Odo email
148. 5:33marketing app thanks for watching and
149. 5:36I'll see you in the next video