Settings > Automation > Configure
What is it used for?
Automation is used to perform manual chores that can be "Automated"... It is to speed up the whole customer journey so your advisors can concentrate on speaking to your customers and doing deals. Automation will run while you work and sleep and ultimately save you time.
There are 3 elements to automation:
- Trigger – An event to kick off the process
- Rules – Who / which group of customers this is going to apply to
- Action – What task action you want performing
Examples:
As simple as:
- Trigger - A new application is received
- Rules - The customer is categorised as having a provisional license
- Action - Automatically send out an SMS to the customer
As Complex as - Full Journey (Night or day):
- A new application is received – This whole journey (or in part) can then be automated:
- Assigns the customer to an advisor
- Chooses and sends a personalised welcome SMS and email dependant on the time of day/night
- Performs an Equifax soft search
- Categorises the customer by their demographics and RN Score
- Sends to all / some of the lenders on your panel where the applicant passes their filters
- Receives the response from the lenders – Approved, Declined, More Info Required
- Changes the Status of the application based on the lenders response
- Creates a “Document Portal” and automatically messages the customer to upload the documents required for that lender
- Creates a task for the assigned advisor to look at the application
- Chooses and sends to the customer an appropriate SMS and email based on the lender response
- Sets and prompts an advisor to “Auto Call” (in the “Call Centre” area) the customer
- Continues the marketing strategy until contact with the customer is gained:
- SMS and emails sent as frequently as you’d like after an approval and at specific times you want them sending
- Creates Tasks for your team to call the customer
- All this is done without manual intervention leaving your advisors to only deal with customers who respond
- When a customer does either reply to an SMS / email or the advisor makes contact, a new automated journey can then begin