Workflows

Use Real Geeks Workflows to enhance communication with your leads. Leverage the power of automation by creating a message campaign that can deliver custom text messages or emails to your leads, over time. Whether you create a custom workflow, or utilize one from our free campaign library, this tool will help you build stronger relationships with your network.

What is a Workflow?

Workflows are essential for long-term engagement. Establish a campaign of text messages and emails to deliver highly customized messages to your leads automatically. This automation helps agents control the timing of these messages, giving users the freedom to create campaigns that meet their specific needs.

Accessing Workflows

Visit the Workflow Dashboard to access your team’s workflows. From here, you can view campaign analytics and create or edit workflows.

Create a Workflow

Create a campaign of messages that are delivered on an automated frequency. Personalize every message, establish the proper timing for your team, and publish the campaign to be used in daily interactions with leads.

Create a Custom Campaign

1. Visit the Workflow Dashboard
2. Click Add a Workflow
3. Type your Workflow name in the provided field (left)
4. Click Save
   
   

Workflow Library

Access our recommended workflows library to start using workflows immediately! Use these workflows as they are, or take some time to customize the messages to align with your business message.

Accessing the Library

1. Visit the Workflow Dashboard
2. Click Add a Workflow
3. Select Go To The Library

1. Click the Preview button to get an overview of the campaign steps, their content, and when they will be sent
2. Click Use to generate a custom copy of the campaign for your business
   
   

Workflow Filters

Use Workflow Filters to trigger a campaign for newly signed up leads. Subscribe your leads, automatically, to a campaign if they meet your workflow’s filter requirements. This helps you develop campaigns for hyper specific situations (address buyers/sellers directly, showcase available inventory, educate readers with weekly real estate tips, etc…) to connect with more leads.

Automatically Stop Workflow on Communication

Enable the “Automatically stop Workflow on Communication” setting to temporarily pause your workflow’s progress when a lead responds to a message in your campaign.

Take over the conversation when a lead asks a question or needs a direct response from their agent. The campaign can always be re-enabled at any time to continue your workflow.

Enable the Workflow

After making all the necessary changes to your campaign, you'll need to publish the campaign to make it available for subscribers to join.

Click Publish to make the campaign Active.

Edit a Workflow

Personalize your campaigns at any time! Make edits to existing messages in the campaign, add or remove messages from the campaign, or change the order/timing when certain messages are delivered to your lead.

To Edit a Published campaign, click Edit

Subscribe a Lead to a Workflow

Manually subscribe a lead to a workflow at any time in the CRM.

Subscribe a Lead to a Workflow

1. Go to leads.realgeeks.com/leads
2. Select a lead
3. Open the Workflows menu
4. Choose your Workflow (by name) in the provided dropdown menu
5. Click + Add
   
   

Subscribe Multiple Leads to a Workflow

Use Advanced Filters or the checkboxes to the right of your leads to help agents target a group of leads and subscribe them to a workflow in bulk.

1. Go to your Leads List page in the CRM
2. Click Bulk Actions
3. Select Workflow - Drip
4. Select your audience
   
   

   Hand-select leads to subscribe to a campaign, or utilize the advanced filters in the CRM to subscribe even more contacts

5. Open the Campaign dropdown menu to select a workflow
6. Select Unsubscribe
7. Click Next
8. Click Change Subscription
   
   

Unsubscribe Lead from a Workflow

1. Go to your Leads List page in the CRM
2. Click Bulk Actions
3. Select Workflow - Drip
4. Select your audience
   
   

   Hand-select leads to subscribe to a campaign, or utilize the advanced filters in the CRM to unscubscribe even more contacts

5. Open the Campaign dropdown menu to select a workflow
6. Select Unsubscribe
7. Click Next
8. Click Change Subscription
   
   

Delete a Workflow

1. Visit the Workflow Dashboard
2. Select the campaign you want deleted
3. click Delete
4. Select Ok to confirm the deletion of the campaign

Please Note: This will remove all leads from this campaign.

Give Agents Permission to Create Workflows

By default, all agents have the ability to subscribe/unsubscribe leads from a workflow. But only users with the proper permissions can create new campaigns. 

Give Workflow Permissions

1. Visit your Real Geeks Account
2. Click Websites
3. Next to your website's domain name, click Edit/Add Users
   
   

   

4. Click Edit User
5. Select the Drip Campaign Manager role
   
   

   

6. Click Save Permissions

Set Office Hours for SMS and Emails