CRMC Aesthetics - www.crmcaesthetics.com - CZ

The client is paying us to set up Ads and manage them on a monthly basis. We are not doing website work. Zara is owner, she has a helper named Bryce who does marketing. We are managing three campaigns, CoolSculpting, Weightloss, and PDO Threads. Quick video on overview: https://drive.google.com/file/d/13AUGjAlVx10IvWFIfGrQ-QND9yfPUd79/view

High level text automations 2nd and 3rd attempt

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Hey Isaac Klausnser, Medstar Isaac we are gong to soon roll this out slowly for everybody.

We need a 2nd and 3rd automation on the next business day ( I would say around 1pm PT) and vania will get you the content of what to say Vania J, Medstar Vania  

** if the recipient DOESN'T respond**

and it would automatically go into 2nd and 3rd attempt in the pipeline.

if the client calls and gets ahold of this person, we could have them move them to "connected" and that would take them out of the trigger?

How would we do this? 

Comments & Events

Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Will check and let you know. Thanks.
whitney.zelig@gmail.com, Medstar
and when someone did write back could be automatically move them into "connected" ?
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - I looked into triggers for this and all the above is possible except this part. Couldn't find any trigger for it.

and it would automatically go into 2nd and 3rd attempt in the pipeline.

There is one alternative way to achieve this by using ZAPIER but setting it up would take around 2-3 hrs for each client.
whitney.zelig@gmail.com, Medstar
well Isaac Klausnser, Medstar Isaac we could probably be okay because we would know that it would automatically be 2nd and 3rd attempts. So, we don't need to do this.

As long as it can go into the "connected" right?
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  

we would know that it would automatically be 2nd and 3rd attempts

YES

As long as it can go into the "connected" right?

RIGHT
whitney.zelig@gmail.com, Medstar
Ok let's get it set up and keep that in mind Vania J, Medstar Vania

when you're done Isaac Klausnser, Medstar Isaac let Vania J, Medstar Vania  know so she can train them
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Vania J, Medstar Vania - DONE
Vania J, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  sooooo reach out to Bryce or Zara for this?
whitney.zelig@gmail.com, Medstar
yes Vania J, Medstar Vania  
Vania J, Medstar
lol I meant Bryce OR Zara. I'll just copy everyone on it
Vania J, Medstar
ok. I had to turn off these automations. Because all the forms are linked in high level. so we need to set up multiple zapier forms and multiple outgoing messages to make it make sense. I'll explain more once I'm done. 
whitney.zelig@gmail.com, Medstar
Can we only do campaign pages then? CS ? 
Vania J, Medstar
Sure. I'll start with setting that info up for Isaac today.
So...CoolSculpting and Ketamine?
whitney.zelig@gmail.com, Medstar
Yes ma’am 
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  we are now ready to set up the above automation for the campaign pages for Ketamine and CoolSculpting. There are 2nd and 3rd templates written for each service in their templates. Let me know if you have any questions! Thanks again.
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Currently, we have a single campaign for all services on their website. If clientent wants the service-specific campaigns for Ketamine and Coolsculpting we will have to create new separate campaigns for these two services. Please confirm. Thank you.
Vania J, Medstar
Correct, It will now be 3 separate campaigns. Which I realize will be a few hours of work on your end. So thank you for confirming! And thank you for all your hard work as always.

So it will be....
-1 general campaign as is with the first automatic text for all services except CS and Ketamine. I may create a 2nd and 3rd text later today to add to that outgoing event sequence.

-1 coolsculpting campaign with the first automatic text all forms get right away, and the new 2nd and 3rd attempts texts I added to their templates. 

-1 ketamine campaign with the first automatic text all forms get right away, and the 2 new 2nd and 3rd attempts texts in their templates.

Set up as we've been doing where if the led responds they go into "connected". If they don't respond they get the 2nd attempt text the next day and the 3rd attempt, 3 days later. If you can set that up to always go out at noon that would be great. If that's not possible than can it always go out during business hours?
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Got it. Thank you for confirming.
Isaac Klausnser, Medstar
Vania J, Medstar Vania - DONE
Vania J, Medstar
Vania J completed this to-do.