VOIQ VoiceBots automate your sales and marketing call tasks by having conversations with your leads/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 the last meeting booked by a contact, 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 booked a sales demo through a meetings link, so we'll select Last meeting booked.
Once you select the type of trigger you'd like to use, you'll see options to refine this trigger, such as date fields or a date property like became a marketing qualified lead date. In this case, we'll select is after date and select today's date to segment and enroll contacts into this workflow. When you're done refining your trigger, click Done, then Save.
To add an action, click the + icon. In this example, we want the VoiceBot to call a contact after booked a sales demo, so we'll scroll down to Integrations and select the VoiceBot: VOIQ VoiceBot Remind.
Next, enter in the number of days prior to the sales demo that you’d like the VoiceBot to call your contact (-1 sends the reminder call immediately / 1 sends the reminder call 1 day before / 2 sends the reminder call 2 days before, and so on). Then click Save to add the action to your workflow.
5. Test your workflow: Call 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 reminding it of an upcoming demo.
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 Activate.
You can modify this example workflow and use another VOIQ VoiceBot to suit your needs.
Reach us by email at email@example.com for help with any questions related to our VoiceBots for HubSpot.