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Drip and Tags Automation for Leads from Web Forms


Drip and Tags Automation for Leads from Web Forms

Step by Step Guide:

Here are the step-by-step instructions for the update made in the phone number:

  1. Go to your REsimpli account and log in.
  2. Once you’re logged in, click on “Phone Number” from the main dashboard menu.
  3. From there, you will see the option “Lead Created via Web Form.”
  4. Click on the “Drip Campaign” dropdown menu and select the specific drip campaign you want to add the lead to.
  5. After selecting the drip campaign, you can also add specific tags by clicking on the “Add Tag” button.
  6. Type in the tag name you want to add and press enter.
  7. Repeat this process if you want to add more tags.
  8. Once you’re done, click on the “Save” button to save the changes.
  9. Now, every time a lead is created via web form, it will automatically be added to the selected drip campaign and will have the specific tags added to it as well.