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Boxly Power User Guide: Automations & Follow-Ups

Workflow Automations & Triggers: Video Walkthroughs to Keep your Momentum Powered up!

Put your lead management on autopilot! ⚡

Ready to streamline your leads and eliminate manual tasks?

To keep your momentum powered up, this step-by-step video guide shows you how to automate your sales workflow. Learn how to set up smart triggers, target social and webform leads instantly, and create automatic follow-up paths that save your team hours of manual work. 🌟

Step-by-step walk-throughs on the key parts of Boxly

Reply & Follow-up with Leads

• How to respond to a lead

• Mark Lead As Unread

• Closed Leads

Creating Automations

• Automation Update: Individual Social & Webform Targeting

• Amending Automations

• Setting up Automations from your channels

Check out Boxly’s other Power-user Video Guides

  1. Boxly Power User Guide: The Overview

  2. Boxly Power User Guide: Things to do & Navigating Boxly

  3. Boxly Power User Guide: Account Settings & Admin Setup

  4. Boxly Power User Guide: Boxes & Stages

  5. Boxly Power User Guide: Automations & Lead Follow-Ups (you’re here)

  6. Boxly Power User Guide: Channel Integrations

  7. Boxly Power User Guide: Marketing Pro & Campaigns

  8. Boxly Power User Guide: Reporting & Insights

Stuck? We’re Here to Help!

You can contact our Customer Success Team for any further assistance at [email protected] but rest assured you and your team should find everything pretty straightforward to set up. 🥳

Don’t miss out, click below to watch the latest Boxly Training session and take your Boxly skills to the next level!

Watch the latest Boxly training now

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