By setting up tag and Lead Stage automations using Journeys, you can efficiently manage your leads, track their progress, and take timely actions.
To automate moving customers through your pipeline, you'll create a series of automations that update lead stages based on specific actions or timeframes. You can also manually add and remove Lead Stages from the Contacts page in Walla. In this article we go over automated pipeline movement.
Enter Pipeline
Step 1: Set Up Lead Stages
Lead stages help track prospects through your sales pipeline:
From the Main Navigation Menu select Marketing Center
Select Lead Stages
Review the pre-built lead stages provided
Keep your lead stages minimal for simplicity
Customize lead stages to fit your studio's specific needs, but maintain a clear distinction between active leads and closed opportunities.
Step 2: Add Tags
Lead tags help track segments of clients through your sales pipeline:
From the Main Navigation Menu select Tags
Select Add New Tag
Create your tag (In our example we are going to use Fresh Hot 🔥 Lead as the tag we are going to create
Save
Step 3: Add a Journey
Now, set up a journey to manage your sales funnel. Focus on adding and removing tags rather than sending communications.
From the Main Navigation Menu select Marketing Center
Select Journeys
Choose Add New Journey to create a new journey specifically for your sales funnel
Name it appropriately (e.g., "Sales Funnel for Events").
Step 4: Define audience parameters
In the Audience section, select the criteria that will trigger this automation
Select add Audience
For example, to tag new leads who had their first visit at your studio, you might select:
Contacts without a Plan
Contacts without a Plan
Plans: Any plan, including Intro Offers
Never or Past: Contacts who have never owned a plan specified above
Condition 2: Class Check-in Activity
Condition 2: Class Check-in Activity
# of check-ins: Exactly 1
Time frame: All time. Any check-ins ever.
Locations: Any location
Classes: Any class
Staff: Any staff
Start time: Any start time
Payment method: Any method
Condition 3: Class Check-in Activity
Condition 3: Class Check-in Activity
Find contacts based on their check-in behavior. Optionally search by class detail and payment method.
# of check-ins: 1Exactly 1
Time frame: Exactly 0 days ago
Locations: Any location
Classes: Any class
Staff: Any staff
Start time: Any start time
Payment method: Any method
Step 5: Configure the Journey
Set up your journey to automatically tag and categorize leads:
Select Add Automation
Skip the audience and message sections if you're not sending communications
Go directly to Add or Remove Tags and Lead Status
Choose the appropriate tag to add (In our example we are going to use the Fresh Hot 🔥 Lead tag)
Set the lead stage to add when the audience runs. In our example we are going to select Add the Lead Stage New Lead
Save
Adapt this process for any type of sales funnel. The key is to create a systematic approach that helps you manage and pursue leads effectively, ultimately growing your studio's client base.
Exit Pipeline
Step 1: Add automation parameters
To remove a client from the pipeline you will need to create another automation that removed the tag and the Lead Stage. Alternatively, you can manually change the lead status of the client and remove tags.
From the Main Navigation Menu select Marketing Center
Select Journeys
Select the Sales Funnel Journey you want to set up an exit automation for
Choose Add Automation
In our example we are using the clients with the Fresh Hot 🔥 Lead tag so we will choose the Tags Condition
Condition 1: Tag status
Condition 1: Tag status
Has ANY one of: Fresh Hot 🔥 Lead
Condition 2: Class Plan Status
Condition 2: Class Plan Status
Plans: Any of: OM a Unicorn 🦄
Start time frame: Exactly 0 days ago
Usage: Doesn't matter if used
Step 2: Add or Remove Tags & Lead Stages
Select Remove Tag and choose the tag from your entrance automation (i.e. In our example we are going to choose the Fresh Hot 🔥 Lead tag)
Under Remove stages from all contacts in audience choose the stage New Lead
Save