Aloware introduces Line Triggers as part of its automation module, allowing you to define rules for your calls, messages, and contacts based on various criteria. These triggers enable you to automate and optimize your business workflows.
In this guide, we'll explore the practical use cases of Line Triggers and how they can benefit your organization.
Select a Line from the Lines menu and choose a trigger type in the Triggers tab.
Add Call Trigger
Add SMS Trigger
Add Call Disposition Trigger
Add Contact Trigger
Business Use Cases
Tagging Short Duration Calls
Ensuring the quality of telemarketing efforts is crucial. Aloware's Line Triggers allow you to tag calls based on their talk time.
For example, you can create a rule that tags "Outbound Calls" marked as "Completed" with a talk time "Lesser Than" 90 seconds. By applying a "Tag" like "review required," you can easily identify and review short-duration calls to improve your telemarketing strategies.
Creating Text-to-Join Campaigns
Engaging customers through SMS campaigns is effective. Aloware's Line Triggers simplify the process of creating text-to-join programs.
For instance, if you want customers to text a specific keyword to receive a promotion, you can create a rule that filters "Inbound SMS" using predefined "Keywords" like "free pizza" and enroll the contact into the appropriate campaign workflow. This automation simplifies the process and enhances customer engagement.
Sending Follow-Up Surveys
Customer satisfaction is crucial for business success. Aloware's Line Triggers enable you to gather valuable feedback by sending follow-up surveys to callers.
Create a rule that takes all "Inbound" calls marked as "Completed" and enrolls them in a survey workflow. This workflow initiates an SMS survey shortly after the call, increasing the likelihood of receiving responses and gaining insights into customer experiences.
Monitoring Missed Calls and Follow-Up
Tracking missed calls and taking appropriate action is essential for maintaining customer relationships. Aloware's Line Triggers make it easy to identify missed calls.
By creating a rule that monitors "Inbound Calls" marked as "Missed", you can "Enroll to Sequence" for prompt follow-up. Additionally, you can duplicate this rule and modify the action to enroll in a workflow and send a text message asking for a callback. This proactive approach helps recover missed opportunities and ensures prompt follow-up.
Monitoring Lead Inquiries and Creating HubSpot Tickets
For businesses using HubSpot as their CRM, Aloware's Line Triggers offer the ability to monitor lead inquiries and create HubSpot tickets automatically.
By setting up a rule that filters "Inbound Calls" marked with "Completed", you can automatically create tickets in HubSpot. This streamlines the process of managing lead inquiries, ensuring prompt follow-up and efficient lead nurturing.
Sample HubSpot Ticket Created