We are excited to announce the launch of "Automation Sequencing," a transformative feature designed to let you strategically schedule actions based on your specific business needs. 

Traditionally, the Automation Center has facilitated seamless consumer communication through text, email, and calls. However, these communications were triggered simultaneously by corresponding workflow events. This approach, while efficient, could potentially overwhelm users, causing important messages to be lost in the mix. 


By allowing you to create a sequence of actions, Automation Sequencing ensures that critical communications stand out, rather than getting buried in a flurry of messages. This leads to improved engagement and ensures that your key messages reach your audience effectively. This scheduling feature is also integrated into the workflow templates provided by EZLynx for your convenience. 


In this article we will cover the new feature and how it works. To learn more about how to create an Automation Center workflow, check out our Automation Center - How to Create a Workflow training article.


TABLE OF CONTENTS


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How to access


To access the new sequencing feature, you must be an Automation Center Admin as only Admins have the ability to create workflows. Hover over the Settings icon and choose Automation Center. 



Select the Workflows tab and then select the Create Workflows button. 



Finally, select a trigger and go to the Add Actions step. 


How it works

 

In the process of creating workflows, you now have the ability to specify the timing for each action. This is achieved by entering the number of days to delay the action after the workflow is triggered. Within the Workflow Editor, you can view the sequence of actions you've selected for your workflow on the right side of the 'Add Action' and 'Finish Setup' pages. This view not only displays the actions but also includes the specified delay days for each. 


The actions are organized in a chronological sequence, starting with actions set for day 0, followed by those scheduled for day 1, day 2, and so on. By default, the 'Day' field is set to 0, indicating immediate execution upon triggering. Additionally, you have the flexibility to edit or delete actions directly on the 'Add Action' page, allowing for easy modifications and fine-tuning of your workflow. 



To edit when the action goes out, simply select Edit on an action and it will open that action's specific details page. There, you will find the new Day field. 



To schedule an action for a later time, simply enter the desired number of days in the 'Day' field. For instance, entering 2 means the action will be carried out 2 days after the trigger. When you've made your changes, make sure to save your work by selecting the Save Action button.



Currently, this scheduling capability is available for the following actions: 


  • Assign to Renewal Manager
  • Assign Opportunity Producer
  • Create Note/ Task
  • Close Applicant in Retention Center
  • Create Folders 
  • Create Opportunity
  • Execute Automated Quotes
  • Generate Client Documents
  • Get Google Reviews  
  • Send Client Center link
  • Send Email
  • Send Payment Request - Email
  • Send Payment Request - Text
  • Send Referral Request - Email
  • Send Referral Request - Text
  • Send Text Message
  • Share to Client Center


Email Action Scheduling

By setting specific time intervals, you can control when each email is sent. Within an email campaign action, all constituent emails are displayed, allowing you to designate the days for dispatching these emails to your customers. Furthermore, you have the convenience of editing individual emails directly within the Automation Center, eliminating the need to navigate away to email campaigns. It's important to note that any edits made to emails will be specific to the workflows, ensuring that your modifications are precisely targeted and effective. 

 



History Page Overview

The History page provides a comprehensive view of both executed and scheduled actions for any workflow. This feature allows you to easily differentiate between actions that have already occurred and those pending execution. In the context of email campaigns, it's particularly useful as it displays each individual email, capturing their specific sending times. This level of detail ensures you have a complete understanding of your workflow's history and upcoming activities. 


Why is this important?


Enhanced Customer Engagement: Automation Sequencing spaces out communications, allowing each message to be more effective. This strategic approach ensures consistent, yet non-intrusive engagement with your audience, leading to higher engagement rates. 


Improved Conversion Rates for Prospects: The strategic timing and sequencing of communications can significantly impact the effectiveness of your outreach to prospects. By scheduling messages at optimal times, and using both email and text, you increase the likelihood of engaging prospects at moments when they are most receptive. This targeted approach helps convert prospects into customers more effectively, enhancing your overall conversion rates. 


Personalized Customer Experience: This feature enhances personalization by allowing you to schedule messages through both email and text based on customer interactions and behaviors. This dual-channel approach caters to different communication preferences of your clients, offering a more tailored and engaging experience. 

 

Some of the ways your agency can make most out of this feature are:  


Nurturing Leads Over Time: Utilize Sales Center triggers like "New" or "Presentation" to set up a lead nurturing sequence with Automation Sequencing. An introductory email can be sent on day 1, followed by a follow-up text on day 3, and a detailed email about product information on day 7. This approach helps in keeping your brand at the forefront of your leads' minds and smoothly navigates them through the sales funnel. 


Post-Purchase Customer Engagement: Utilize the "New Customer" trigger to launch a comprehensive engagement sequence tailored for customers who have purchased insurance through your agency. Start this sequence with a thank-you email to acknowledge their business. Follow up a few days later with a text message that includes a satisfaction survey, engaging customers and gathering valuable feedback. A week after the purchase, send an email recommending related products or services, adding value to their customer experience. Further enrich this engagement by integrating actions to request a Google review and send a referral request. This multifaceted strategy not only keeps the conversation going with new customers but also capitalizes on the opportunity to bolster your online presence, encourage referrals, and foster repeat business - all of which are crucial for building long-term customer loyalty and enhancing your agency's reputation. 


Renewal Reminders: Implement the "Applicant added to renewal list" trigger from the Retention Center to initiate a series of renewal reminders. These can be scheduled to start 30, 60, or 90 days before the renewal date, as per your settings, with additional reminders at strategic intervals. Combining email and text communications ensures maximum visibility, thereby enhancing the likelihood of timely renewals and reducing customer churn.


We hope you enjoy these new features and look forward to our future releases! If you are looking for training on Automation Center, check out the related articles on the right side of the page.