VOIQ VoiceBots fully automates your sales and marketing call tasks by having conversations with your leads and customers. They can call your leads/customers to remind them about an upcoming meeting/event/payment, schedule meetings, engage prospects who've recently downloaded marketing content, qualify leads, and so on.
You can watch the video or follow our step-by-step instructions below!
On this screen, enter a name for your workflow at the top and select a workflow type. Since this example workflow will be based on a contact filling out a form, we'll select Start from scratch.
Click Set enrollment triggers, then select the type of triggers you'd like to use to enroll contacts. In this example, we want to enroll contacts who fill out a form, so we'll select Form submission.
Once you select the type of trigger you'd like to use, you'll see options to refine this trigger, such as specific forms or meetings links submissions. In this case, we'll select which form we'd like to use to segment and enroll contacts into this workflow. When you're done refining your trigger, click Done, then Save.
4. Add an action to your workflow: Pick your VoiceBot
To add an action, click the + icon. In this example, we want the VoiceBot to call a contact after they've filled out a form, so we'll scroll down to Integrations and select the VoiceBot: VOIQ VoiceBot Flex.
Next, write the message you want to deliver to your contacts. You can also add contact personalization tokens like contact first name, last name or company name. Then click Save to add the action to your workflow.
5. Test your workflow: VoiceBot calls yourself
Click Test in the top-right corner. Choose a test contact from your database to send through this workflow. Your test contact will receive a call from our VoiceBot with the custom message provided.
To activate your workflow, first click Review in the top-right corner.
You'll see an overview of your workflow settings for your review. Click Edit next to any of these settings to make changes. Once you've reviewed your settings and are ready to begin enrolling contacts, click Turn on.
You can modify this example workflow and use another VOIQ VoiceBot to suit your needs.
Reach us by email at firstname.lastname@example.org for help with any questions related to our VoiceBots for HubSpot.