The Manual Call Event feature allows users to create a queue that lets them log into Advisor's Growth, view a list of calls, and utilize the call function to connect with contacts efficiently.
Steps to Set Up a Manual Call Workflow
Step 1: Create a Manual Call Workflow
You can either create a new workflow or modify an existing one. Click on Add Action and select Manual Call.
After setting it up, make sure to save and publish the workflow.
Step 2: How to Test the Manual Call Workflow
Create a test contact record using your information, or navigate to an existing test contact record.
Add this test contact to the workflow by going to Contacts > Smart Lists, selecting the contact, scrolling down in the General Information window to Automation, and clicking Add.
Navigate to Contacts > Manual Actions and click Let's Start in the top right corner of the screen. Advisor's Growth will initiate a call to your test contact.
You can also assign this action to a user using the Select Assignee option.
Since the call will be made through a browser, you might need to click “allow microphone” to activate the permissions on your computer. After the call, you can select the outcome of the call as shown below:
If you return to the workflow, you will see the stats for the workflow action. You have the option to:
Move all contacts currently in this step to the next step by clicking the running man icon.
Remove all contacts in this step from the workflow by clicking the trash icon.
Step 3: Using the Manual Call Workflow
Now that you've successfully tested the manual call workflow, you can add contacts to this workflow. This can be done via a tag, trigger, or the Bulk Actions available in your Contact section.
Note: If you have a large list and want to pause, click on the “Let’s Start” button; this will pause the sequence (there’s a 5-second countdown before the next call comes in).
Pro Tips
Test Thoroughly: Before rolling out the Manual Call Workflow to your team, conduct tests with several contacts to ensure everything functions as intended. This helps identify any issues with permissions or workflow settings.
Microphone Permissions: Ensure your browser has permission to access your microphone. If you encounter issues, check your browser settings to enable microphone access.
Assign Calls Efficiently: Utilize the Select Assignee option to distribute call tasks among team members, ensuring that calls are handled by the right personnel, which can improve efficiency.
Monitor Call Outcomes: Regularly review call outcomes and workflow stats to track performance and make adjustments as needed. This helps optimize the workflow for better results.
Use Cases
Lead Follow-Up: Leverage the Manual Call Workflow to follow up with leads after initial contacts or meetings, maintaining engagement and advancing leads through the sales funnel.
Customer Feedback: Use this workflow to gather feedback from customers regarding their experiences or recent purchases, providing valuable insights for service improvement.
Event Reminders: Automate calls to remind contacts of upcoming events, appointments, or deadlines, ensuring that your contacts are well-informed and reducing no-show rates.
Surveys and Polls: Utilize the workflow to conduct surveys or polls over the phone, which can be more effective for gathering detailed responses compared to online methods.
Frequently Asked Questions (FAQs)
How do I ensure the Manual Call Workflow is set up correctly?
Verify the setup by creating a test contact and adding it to the workflow. Initiate a call through the Manual Actions section to confirm that the workflow and call functionality operate as expected.Can I assign calls to different team members?
Yes, you can use the Select Assignee option to designate calls to specific team members, effectively distributing call tasks within your team.How do I handle a large contact list with the Manual Call Workflow?
For large lists, you can pause the sequence by clicking “Let’s Start.” This will halt the workflow, preventing the next call from initiating until you’re ready to resume.