Rules

From your Engage tab, you can set specific Rules for your Sequences that consist of a Trigger and an Action - when X event happens...automatically do Y. 

There are Rules that Growlabs has automatically applied to your account. For example, we automatically stop emailing a lead once they respond in a Sequence or when a lead gets marked as Stopped- Company Unqualified the other leads that belong to that company will also automatically be marked as Stopped- Company Unqualified. 

By utilizing the Rules feature, you can add additional customized Rules, as well as disable an existing default Rule.

Currently, if a lead positively responds to an email, all other contacts at that same company will be marked as “Stopped - Company Engaged” and will no longer receive emails from Growlabs. 

You can now customize this Rule by deselecting Sequences you do not want this Rule to apply to. 

Continue Engaging Leads at a Company after a Positive Reply 

If after a lead positively responds, you’d like to continue engaging the other leads at that company via Growlabs, you can deselect all of the Sequences in this Rule. Below are steps and a quick video on how to set this Rule up:

Step 1: Login to your Growlabs account and go to your Engage tab and select the Rules sections at the top. 

Step 2: Click on the pencil symbol in the right hand corner. Note: the default Rule is not able to be deleted, only edited. 

Step 3: Deselect the Sequence(s) you do not want this Rule to apply to. For this example, we would unselect all of the email Sequences listed in the Trigger column. By unselecting all the email Sequences in the default Rule, leads will continue to be engaged even after a lead positively responds from their company. 

Step 4: Save your Rule ✔️ 

Note: leads that have previously marked as "Stopped- Company Engaged" will not move back into "Nurturing", this Rule will only apply moving forward. 


Move a Lead to a New Sequence Based on Number of Opens or Clicks

You can also create a Rule that corresponds to the number of times a lead opens your email. 

For example, you can set up a Rule that will move a lead to a new Sequence if they open your email more than 4 times. This new Sequence can be more customized, given that you know they’ve engaged with a previous email. Below are steps and a quick video on how to set this Rule up: 

Step 1: Login into your Growlabs account and go to your Engage tab and select the Rules sections at the top. 

Step 2: Push New Rule in the right-hand corner and click on either Opens Email or Clicks Email.

Step 3:
If you select Opens Email, you will have the option to set the number of times a recipient has to open the email for this Trigger to create an Action and which email Sequence(s) this applies to. 

Step 4: Select the Move to Sequence option in the Actions column and select which email Sequence you'd like your leads to move to. You can also select to stop engaging the lead. 

Step 5: Save your Rule ✔️

Frequently Asked Questions

Why would someone want to keep engaging leads at a company if someone else from the company has positively replied?
Many companies have different departments that may not interact with each other. When a lead from one department responds they may not speak for everyone. In this case you may want to continue to engage users from those other departments. 

Why would someone want to keep engaging leads at a company if someone else has said that their product/ service is not a good fit?
If you are reaching out to large companies that span multiple cities or offices- it may make sense for your outbound efforts to continue engaging leads from a particular company even if someone responds as says it's not a good fit. 

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