Lead Stage Classification

Lead Stage Classification allows for Playbooks to sort and label your contacts based their interactions with the Playbook. This is through the process of setting goals. When one of your goals is met, the Playbook will do two things. First it will add an attribute to the contact record based on what goal is reached. Then, it will add a label denoting its classification in chat.

Why Use Lead Stage? 

Tags allows you to quickly identify the classification of a contact within conversations, allowing you to prioritize your responses, and it allows you to create segments quickly which can help you create campaigns more efficiently. Common examples include "Leadbot Qualified", "Booked Demo", or "Bad Lead". 

Lead Classification Setup: Leadbot Playbooks 

1. Select Playbooks Tab from left hand sidebar. Either select an existing leadbot playbook or choose to create a new one.

2. Set a Goal by clicking "Add New" in the top right hand corner of the playbook or edit an existing goal. 

3. Use the Drop down for "Lead Stage" and select from pre set designations if you'd like. 

4. Create New Lead Stages by simply typing into the box! 

5. Add other Actions by checking boxes associated with the goal such as routing, bot messaging, or calendar drops.

Lead Stage Classification Setup: Pop Over Playbooks

1. Select Playbooks Tab from left hand sidebar. Either select an existing pop over playbook or choose to create a new one.

2. Click on "Engaged" on the left hand side bar under goals. Here is where you will set the lead stage. 

3. Use the Drop down for "Lead Stage"and select from pre set designations if you'd like. 

4. Create New Lead Stages by simply typing into the box! 

5. Add other Actions such as routing

 

Lead Stage in Action!

Label in Conversation View:

Attribute Added in Contacts View:

And from this view here after clicking on the contact:

Using Lead Stage Classification to Create Segments

Create a segment based on people who hit a certain lead stage! This can be helpful when sending email playbooks to groups of people with the same attributes.

If you have any further questions - chat in and let us know! 


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