Revamp CRM's Automated Workflows for Modern Business Process
Automation aims to make business easier by creating an automatic process of actions for each segment or list that you specify. To create an Automation navigate to Marketing > Quick Automation. This page allows you to use our pre-built Automation templates to create a business workflow in the blink of an eye.
Some Automation, like the 'Christmas sale' one, will pop-up this window for you to edit before redirecting you to the next page so you can specify the segment or list you want this workflow to run on.
Others, such as the 'New Contacts' will directly take you to the automation page with steps already configured to save your time.
You can edit and reorganize the Automation's steps from this page simply by clicking the Pencil Icon on the right of the Step you want to edit. Use the drop-down menu to specify the type of process you need automated. You can change the time and date of a task, note or score.
You can also add a new step to the Automation process. When you've created the Automation, choose 'Start Automation' at the top right of the page.
When you've started the Automation, Revamp CRM provides you with analytics so you can monitor the process effortlessly.
To go back to a previously created Automation, navigate to Marketing > Automations
Effortless Business Processes with Revamp CRM
Because your time is valuable and we want you to spend it in the right place, Revamp CRM provides powerful pre-built Automation templates.
Get started with our pre-built Automation by going to Marketing > Quick Automation
There are two types of Automations in Revamp CRM: Standard and Date Based. Standard Automation differ from Date-Based ones in that the latter is restricted to a certain day or event such as a holiday, an event, anniversary or a customer's birthday. The row pointed at in the image below consists of the Date Based Automation Templates while the rest are all Standard Automations that work by tailoring appropriate time-delays in the process required.
To create an Automation using one of our pre-built Automation templates, take a look here.
Note: Our ready-made automation has also ready-made email templates inside the Send Email step, which you can always edit to add your business logo, keywords and customize it to suit your business needs.