Last engaged automations help track when users last interacted with WolfPack.
Get notified when a contact has not engaged with your emails in a certain period of time. This is vital to ensure all contacts are keeping in touch with your company and their information is correct.
These features are designed to help you keep track of your contacts' engagement more effectively. Let’s dive into the details.
1. Last Engaged
2. Last Engaged Greater Than 60 Days
Last Engaged Automation
This automation tracks when a contact reads or opens an email. It updates the contact field "Last Engaged" to the current time whenever they engage with an email. This helps you know the last time a contact engaged with your emails, which is crucial for:
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Rewarding active agents
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Converting inactive agents
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Identifying issues with email engagement (e.g., wrong email address, emails going to spam, etc.)
Setting Up the Last Engaged Automation
1. Purpose: To track when a contact last engaged with your emails.
2. Function: Updates the "Last Engaged" custom field to the current time when an email is read or opened.
3. Customization: You can change the trigger conditions if needed, but it’s recommended to keep it set to email reads or opens.
Last Engaged Greater Than 60 Days Automation
This automation checks if a contact has not engaged with your emails for over 60 days and sends a notification to your team. It runs daily and can be customized to fit your needs.
Default Settings:
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Check Interval: Daily at 6:00 AM (New York time)
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Conditions: 60 days after the "Last Engaged" date
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Target Lists: Buyers agents and listing agents (can be customized)
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Action: Sends a notification email to your team if a contact has not engaged in over 60 days
Notification Email Setup
The notification email will alert your team to follow up with the contact. The email will include:
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From Name: Wolfpack Support
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From Email: email here
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To: Your team’s email address
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Subject: Unengaged Contact
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Message: Notifies your team to verify the email address and follow up with the contact
Creating a Custom Field
To create the "Last Engaged" custom field:
1. Go to any contact in your CRM.
2. Click on "Manage Fields."
3. Add a new field named "Last Engaged."
4. Place it in a relevant group (e.g., General Details).
5. Set the field type to "Date" or "Date and Time" based on your preference.
These new automations are designed to help you maintain better engagement with your contacts and ensure your communication efforts are effective.