7. Segmenting customers from different enquiries
Direct customers to the correct staff based off of their response to a set series of questions
You can segment customers into different lists, which can then be also used in Campaigns for you to promote to specific target groups.
This guide would include both First Triggers (the first rule with the flow) and Continuous Triggers (rules that continue the flow after the First Trigger)
Before setting up the conditions, create lists for each trigger you want to make and name them accordingly.
First Trigger Conditions
- List is (Customers from the First Trigger)
- Add Keywords "contains" or "contains exactly" based off of the text in the First Trigger
Continuous Trigger Conditions
First Trigger Actions
Please state the instructions for the next Continuous Trigger in the message for all Trigger steps.
You can create more than one message and Add Wait Time if you want to make the flow more natural.
Adding to List is crucial as it brings the user from the First Trigger and activating the next Continuous Trigger.
Continuous Trigger Actions
Please remember to also include the Assign to Staff function when you reach the end of the flow, so someone can follow up immediately.
Remove from List is required as it stops the continuation of the past flow, which stops repeating messages from the previous flow when proceeding to the next flow.
After creating all the flows, it is also required to order it properly for it to work.
On SleekFlow, the order of the Automation is listed as the ones with higher priority / later stages of the flow is placed on the top, whereas low priority / earlier stages of the flow is placed on the bottom.
Automation Flows ordered correctly with Steps numbered on the left
If you have segments that split into two or more flows, feel free to place either option higher or lower.