How to Activate a Nurture Usecase

Here is a step-by-step guide on how to activate a nurture use case in Conversive based on the provided source:

• Step 1: Preview Nurture Type Usecase from Templates

  • Log in to Conversive.

  • Go to the "Automated library" section on the Main Menu.

  • Filter the list of curated templates for "Nurture Type Usecase."

• Step 2: Template Preview

  • Preview the use case template.

  • Click on "Get this Automation" to activate the template.

• Step 3: Configure the Usecase Template

  • After clicking "Get this Automation," the automation will be cloned to your account.

  • There are three sections in the configuration:

    • Mappings and Settings

    • Setup Message Template

    • Exit Criteria

  • Setting up Mapping and Settings

    • CRM Object: Select the CRM object to map the message template for personalization.

    • Phone Field: Choose the corresponding phone field for the CRM Object.

    • Sender ID: Select the sender ID to use for sending automation messages.

  • Setting up Message Template

    • Create a new template or choose from an existing template.

    • Set the time for sending the message.

    • Choose the time as immediately, hour(s), day(s), or month(s).

    • Modify the message template as needed.

  • Setting up Exit Criteria

    • Define the exit criteria for the use case, which is the condition when users should exit the nurture series.

• Step 4: Activate the Usecase

  • Activate the use case once everything is set up.

• Step 5: View Activated Usecase

  • View the activated use case in the "MyAutomation" section.

Prerequisites:

• Ensure your CRM is connected to Conversive through integration.

Key Concepts:

• Nurture Usecase: A series of automated messages designed to engage and cultivate relationships with potential customers.

• CRM Object: Represents data stored in your CRM system, like contacts or leads.

• Phone Field: Specifies which phone number field in the CRM object will be used for messaging.

• Sender ID: The identifier that recipients will see as the sender of the messages.

• Exit Criteria: The condition that determines when a user should stop receiving nurture messages.

By following these steps, you can successfully activate a nurture use case in Conversive.