How to customize and review reports for your lifetime agent reward automations.
What Are Retention Automations?
Retention automations are automations in your CRM that automatically reward agents for working with you. They are distinguished in your automations tab with an "(Milestone)" at the beginning of the automation name for Lifetime Inspection counts.
What The Video To Learn More
Retention automations help incentivize agents to continue working with you by providing timely rewards and acknowledgments.
Accessing Retention Automations
Retention automations can be found under the "Automations" section. To locate these automations, search for automations using "(milestone)" as your search query. This will display approximately six different automations, each linked to specific inspection counts.
Understanding the Inspection Count Automations
Each automation is triggered when an agent reaches a particular inspection milestone. These automations are designed to reward agents as they achieve certain inspection counts. Let’s explore the details of these automations:
Second Inspection Automation
1. Trigger: The automation starts when the number of inspections as a BA lifetime changes to two. This means it triggers only when the inspection count is updated to two.
2. Wait Step: The automation waits until the next day, specifically between 8:00 AM and 6:00 PM, to ensure emails are sent during the daytime.
3. Send Email: An email is sent to the agent. The email content is pre-filled with information and branding but can be customized.
4. Wait and Goal Steps: The automation waits for 60 days and sets a goal for the agent to complete a third inspection. The goal step jumps to this action when the number of inspections as a BA lifetime reaches three.
Customizing Rewards for Different Milestones
Each automation for different inspection counts (e.g., 5th and 10th inspections) follows a similar structure but can be customized to deliver specific rewards:
1. 5th Inspection: Consider sending an SMS message. Use the internal SMS system or explore other SMS-sending options.
2. 10th Inspection: Send a postcard using integrations such as PostcardMania or Handwrytten. Contact the support team for assistance with setting up these integrations.
Sending Notifications and Rewards
For higher inspection counts, it’s important to deliver more personalized rewards. Here are some examples:
1. Notification Emails: Send notification emails to internal team members to take specific actions, such as scheduling a personal meeting.
2. CRM Tasks: Create tasks in your CRM to follow up with agents personally.
3. Postcards: Send personalized postcards to agents using integrations with services like PostcardMania or Handwrytten.
4. SMS Messages: Utilize the internal SMS system to send congratulatory messages to agents.
Ensuring Automations Are Active
To ensure that these automation are effective, make sure they are activated:
1. Activation: Check the top right corner of each automation to ensure it is active.
2. Customization: Customize the messaging and rewards in each automation to fit your brand and the preferences of your agents.
Conclusion
Retention automations are essential for maintaining strong relationships with your agents by rewarding them for their continued work. By customizing these automations and ensuring they are active, you can effectively incentivize agents to keep returning and working with you. For further assistance, refer to the help section or contact our support team.