Automate the Process Guide
Once you've mastered the manual process, it's time to automate for scale.
Step 1: Add Tag to Contact with Website
Use website tracking to automatically identify and tag prospects.
Website Tracking Setup
Install tracking script on prospect websitesConfigure tag triggers based on behaviorSet up automatic contact creationTag-Based Automation
When a contact is tagged:
Trigger: Contact receives specific tagCondition: Check if contact meets criteriaAction: Begin automated workflowExample Tags
"Website Visitor" - Anyone who visits"High Intent" - Visited pricing page"Lead Magnet Interest" - Viewed lead magnet pageStep 2: Create Prospect Automatically
Automation Triggers
Set up triggers for automatic prospect creation:
New contact from website formContact tagged with qualifying tagManual import with specific criteriaAPI integration from other toolsProspect Auto-Creation Workflow
Trigger fires (e.g., new form submission)System checks for existing prospectIf new, create prospect recordApply default settings and tagsNotify team member (optional)Step 3: Create Lead Magnet Campaign Automatically
Campaign Templates
Create reusable campaign templates:
Standard lead magnet campaignIndustry-specific variationsDifferent offer typesAuto-Deploy Workflow
New prospect created (trigger)Select appropriate campaign templatePopulate with prospect informationGenerate unique tracking linksActivate campaignComplete Automation Flow
Here's the complete automated flow:
Website Visit → Tag appliedTag Applied → Prospect createdProspect Created → Campaign generatedCampaign Generated → Funnel deployedFunnel Active → Ready for trafficMonitoring Automations
Keep your automations running smoothly:
Review automation logs dailyMonitor error ratesTest periodicallyUpdate templates as neededScaling Tips
Start with one automation at a timeTest thoroughly before adding moreDocument your workflowsTrain team on automation management
