Review & Adjust Active Insurance Campaigns — Transcript

Full transcript

1. 0:00How do I know what messages are being
2. 0:02sent to my contacts? How do I know where
3. 0:04that message is coming from? We're going
4. 0:07to dive into that in this video,
5. 0:09exploring the campaign tracking or
6. 0:12workflow tracking so that we know how to
7. 0:14add or remove people when necessary.
8. 0:18There may be some times or examples
9. 0:20where messages get sent either by an
10. 0:22automation that you've created or maybe
11. 0:24you skipped a step or something happened
12. 0:26along the way where this message should
13. 0:29not be sent anymore or what messages are
14. 0:32they still being enrolled in.
15. 0:35On the right hand side, we're going to
16. 0:37go to the contact profile and we're
17. 0:39going to explore the section called
18. 0:41actions. You can review
19. 0:45by default all fields. You can see the
20. 0:48DND or do not disturb section, but the
21. 0:50last section is where the activity or
22. 0:54active enrollment of campaigns happens.
23. 0:57I can see at the top tags. And from time
24. 1:00to time, you may want to delete or add
25. 1:03tags in this section. For example, if
26. 1:07they've already become a Medicare
27. 1:08client, I actually don't need to nurture
28. 1:11them anymore. Or maybe I like the
29. 1:13nurture sequence and I want to keep it
30. 1:15on uh they're a Medicare client. I can
31. 1:17see that by the tag final expense. So
32. 1:21cleaning up as we go. Every so often
33. 1:23we're just going to see what tags are
34. 1:25present.
35. 1:27But really where we track is under
36. 1:30workflows itself. We can see active and
37. 1:33past workflows. Notice in this example a
38. 1:37string of numbers. That's because the
39. 1:38workflow has been deleted from this
40. 1:41account. But we could see in other cases
41. 1:44all of the previous actions or workflows
42. 1:47that they were a part of.
43. 1:50In this example, I can see that this
44. 1:52contact is still getting referral
45. 1:54requests. They're still getting nurtured
46. 1:56in Medicare. They're still on the
47. 1:59crossell campaign. And there's still a
48. 2:02new lead campaign.
49. 2:04Now, I know that if they are getting
50. 2:09cross cells, they're probably already a
51. 2:12client. So, for me, I know the system
52. 2:14enough to know probably want to remove
53. 2:16them from some stuff. But if you think
54. 2:18that something is not being sent
55. 2:20properly, you can just remove from that
56. 2:23workflow a simple X,
57. 2:27remove from workflow. that will end the
58. 2:30messages or communication that are is
59. 2:33coming from that automation. But how do
60. 2:36I know where the automations are uh
61. 2:38sending? What is this message being
62. 2:40generated from? For example, this
63. 2:43message just went out with my photo. Hi
64. 2:46Kevin, thanks for requesting information
65. 2:47about health insurance plans. Let's say
66. 2:50that a message that you didn't want was
67. 2:53sent out or you like it and you want to
68. 2:57modify it. If you click on those three
69. 3:00dots, those little edit dots, we can
70. 3:02click
71. 3:04details, and then notice the ability to
72. 3:07shortcut or go back to that exact
73. 3:10source. Where is that message coming
74. 3:12from? And this is the ACA new lead
75. 3:16campaign.
76. 3:18So, knowing that, I can come around, I
77. 3:20can make changes here if I want because
78. 3:22I I want to change the language of that
79. 3:24text. So I I go in and I find that
80. 3:27message and
81. 3:29hey
82. 3:30look there's my photo profile photo. So
83. 3:33I can edit this photo by backtracking
84. 3:36from this screen. But also in this case
85. 3:40I discovered where is this being sent
86. 3:43from? It's being sent from this
87. 3:45automation. And I can go into actions
88. 3:48workflows and then I might say I just
89. 3:50sold this dude. I'm already his his uh
90. 3:54his guy. So, let's just make sure we
91. 3:56remove him from this active campaign.
92. 4:00Remove.
93. 4:03Now, he's no longer going to receive the
94. 4:05messages that are not right for him. So,
95. 4:08again, that's going to be under contact
96. 4:12profile. Inside the contact profile,
97. 4:14you're going to click actions and you're
98. 4:16going to go all the way down to
99. 4:17workflows to review what are the active
100. 4:20workflows that this contact is engaged
101. 4:23in.
102. 4:28One more note about this is that most of
103. 4:31the branding bundles are designed so
104. 4:33that context should be removed from the
105. 4:36right things at the right point.
106. 4:40For example, new lead is a campaign
107. 4:43where we're pushing them into, hey,
108. 4:46let's get on a call.
109. 4:48But if I've already booked a call, they
110. 4:50shouldn't get this messaging anymore,
111. 4:52right?
112. 4:54We've designed it in such a way that if
113. 4:56they flow through our system naturally
114. 4:59going through each step,
115. 5:03look at appointment reminders as an
116. 5:05example.
117. 5:07we are removing them from those
118. 5:10workflows naturally.
119. 5:13You can see here, let's move myself
120. 5:15over. We can see on this that if an
121. 5:19appointment is booked, that's the
122. 5:21trigger. We're going to take them out.
123. 5:24We want to remove them from those
124. 5:26workflows that don't work. Let's hit
125. 5:29cancel. If you're building your own
126. 5:31workflows, try to consider what actions
127. 5:33you might need to add. If you need to do
128. 5:36a
129. 5:38uh let's see here workflow
130. 5:42remove from workflow is an action and
131. 5:45we're going to select another workflow.
132. 5:48We can add all the workflows that we
133. 5:50want to automatically remove them from.
134. 5:53We shouldn't have to manually remove
135. 5:57people. But if you ever have questions
136. 5:59about where is this message coming from?
137. 6:02How do I monitor what messages they're
138. 6:04receiving
139. 6:06or any of those other questions? Also,
140. 6:09how do I clean it up? We can just simply
141. 6:11review here in this section.
142. 6:14Additionally, you can manually add
143. 6:15people to automations from here just
144. 6:18like you could from the the contact all
145. 6:20view. We covered that in a previous
146. 6:22video how to bulk do this to a larger
147. 6:25list. But here we have the ability to
148. 6:27send automations at a later time if we
149. 6:31want to schedule that or add it
150. 6:33instantly. So that's how to cover
151. 6:35reviewing. Make sure to keep track, keep
152. 6:37organized data, review this periodically
153. 6:40as you're just interacting with a
154. 6:42contact or if you're trying to
155. 6:44troubleshoot along the way. This is the
156. 6:46instructions that you'll want to follow.