1. Contact Type Automation - Automation begins Contact is subscribed to any list or when the Deal status is changed either won or lost
1.1. If the total leads is 0 then the contact field Contact Type is updated to "Lead"
1.1.1. automation ends
1.2. If the deal stage is either "Lost" or "In Contact" then the contact field Contact Type is updated to "Prospect"
1.2.1. automation ends
1.3. If the deal stage is "Won" then the contact field is updated to "Customer"
1.3.1. automation ends
2. Forms & Campaigns
2.1. Inline Form Google Play Ads - no automation
2.2. Inline Form (Flash to HTML5 Blog) -- Automation
2.2.1. Notify sales@scopicsoftware.com
2.3. Campaign: Marketing Ebook Personalized Follow Up - Disabled
3. Leads
3.1. Google Ads Guide: Drip Campaign Automation
3.1.1. Lead becomes a prospect when contact's ranking is "High". A deal is then made.
3.2. SEO Guide Drip Campaign Automation
3.2.1. Lead becomes a prospect when contact's ranking is "High". A deal is then made.
3.3. Social Media Guide: Drip Campaign Automation
3.3.1. Lead becomes a prospect when contact's ranking is "High". A deal is then made.
3.4. New Marketing Ebook Automation Campaign
3.4.1. Lead becomes a prospect when contact's ranking is "High". A deal is then made.
3.4.1.1. Marketing Ebook Follow Up A Automation - objective is to schedule a call
3.4.1.2. Marketing Ebook Follow Up B Automation - objective is to schedule a call
3.5. Social Media Ads Guide: Drip Campaign Automation
3.5.1. Lead becomes a prospect when contact's ranking is "High". A deal is then made.
3.6. ASO Guide Drip Campaign -- Automation
3.6.1. Lead becomes a prospect when contact's ranking is "High". A deal is then made.
3.7. Lost Leads Campaign Automation
3.7.1. If a reply is received then Lost Leads Follow Up Automation is begun - objective is to receive a reply
4. Prospects
4.1. Lost Potentials Campaign Automation - objective is to receive a reply
4.1.1. when a reply is received diana.g@scopicsoftware.com will be notified and "tag" "Lost Potentials Follow Up" is added
4.1.1.1. Lost Potentials Follow-up Automation begins 1 month after tag is added
4.2. Free SEO Audit Auto-responder Automation
4.2.1. Deal is automatically added
4.3. Marketing Consultation Auto-responder Automation
4.3.1. Deal is automatically made
5. Customers
5.1. New Onboarded Clients -- Automation
5.1.1. Contact is subscribed to the list "New Customer Onboarding
5.1.1.1. Onboarding Campaign Automation