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LeadManager: How To: Trigger A Post Off Of An Action Or Status Change    

 

TOPICS COVERED IN THIS ARTICLE:

  • How to trigger a post off of a status change
  • How to trigger a post off of an action
  • How to make a delayed post

 

 

 

ENVIRONMENT:

  • LeadManager – Advanced Edition only

 

 

STEP BY STEP INSTRUCTIONS:

 

 

How to trigger a post off of a Status Change

 

  • Posts must be created prior to setting up triggers.
  • Unless a delay is configured posts are triggered when the lead changes into that status.
  • For instructions on creating posts, please review this article: Manage Posts: Detailed Review

 

 

To trigger a post off of a Status Change 

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

Under Administration, click on Statuses & Actions

 

 

 

Find the status which will trigger the post.

 

To the right of the status, under Options click the Posts link.

TRIGGER_A_POST1.jpg

 

In the Post Templates menu for the status 

  • Click on the post template you created on the left, click on Assign, and the post template will then be assigned to that status.

 

Note: The post will be triggered or Queued to go out the moment the lead changes into that status.

 

 trigger_a_post1.jpg

 

 

 

 

How to trigger a post off of an action

 

NOTE: Unless a delay is configured posts will be triggered the moment the associated action is taken on the lead.

 

To trigger a post off of an Action

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

Under Administration, click on Statuses & Actions

 

 

 

To the right of the Action Title look for the options column and click on the posts link. 

 

TRIGGER_A_POST2.jpg

 

In the Post Templates menu for that particular Action

 

Click on the desired post template on the left, click on Assign, and the post template will then be assigned to that status.

 

 

 

Click Return to Manage Status to save changes

 

 

 How to make a Delayed Post

 

To control the Timing & Rules for your posts, follow the instructions below.

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

 

Click on View All Items

 

 

Click on Manage Posts (Administration - Communication)

 

FullHeaderMenu.png

 

  1. To the right of the post template you created, look for the options column and click on the Settings link.
  2. In this screen you have the ability to:
    • Send the post immediately when the trigger occurs
    • Send the post after the trigger occurs based on the time set
    • Send the post before or after the selected system field

 trigger_a_post3.jpg

 

  1. After you confirming the delay, click Apply or  Submit, located in the lower right hand corner.

 

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