Step 1: Navigate to Automations
Log into your OS account and click on "Automations" from the main menu.
Step 2: Open the Launch Pack
Once inside Automations, select "2 | Launch Pack ⚡️" to access the pre-built automation templates.
Step 3: Select the Form Opt-In Sequence
Click on "Step 06 | Form Opt-In ⚡️" to begin setting up your lead capture automation.
💡 Why Use Form Opt-In
The Form Opt-In automation captures leads effortlessly and triggers an automated sequence to nurture and convert them into paying clients.
Step 4: Set Up Your Trigger Action
Every automation needs a trigger to start. In this case:
Update your "Form Submitted" trigger by selecting the specific form that should activate the automation.
Step 5: Configure Contact Management Actions
Once a lead submits the form, the automation will perform key actions to organize and track their journey:
✅ Tag the Contact for easy segmentation
✅ Assign an Engagement Score to measure interest
✅ Add to Your Pipeline to track their progress
✅ Track Facebook Conversions for marketing insights
Step 6: Send Initial Messages & Notifications
The automation will then send out important notifications and messages:
📌 Notify Your Internal Team about the new lead
📩 Send the First Email, SMS, and WhatsApp Message to the lead
Step 7: Follow-Up & Lead Nurturing
After the initial messages, the automation will wait one day before sending additional lead conversion messages.
The opportunity will move to the auto-follow-up stage, ensuring the system continues engaging with the contact automatically.
Step 8: Add Additional Follow-Ups
The system will wait another day before sending more follow-up messages to increase engagement and encourage conversion.
Final Steps: Convert Leads Into Paying Clients!
With your Form Opt-In automation set up, you're now ready to:
✅ Capture leads effortlessly
✅ Automate follow-ups
✅ Turn prospects into paying clients!