Product Documentation

Lead Routing Campaign

Learn how to use the workflow and the master email templates to make it fit with the products you sell.

Start by watching the video below. Then feel free to jump to specific section to find the answer you need.

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HubSpot Video

 

LEAD ROUTING CAMPAIGN

All enrollment triggers, delays, and emails are attached to your workflow and should look like this. Here is an example of your Lead Routing workflow.

You can choose between a couple of enrollment triggers depending on how your leads are routed. The most efficient method would be using a form that is tied to when a new lead is created in HubSpot. 

Every business will have different sales territories. Make sure to spend time setting up the proper sales reps to their assigned territory. Please watch the video to learn how to add more "If/then" branches based on the prospect's location.

Feel free to add or edit the delays. For example, if you want to only send on "weekdays", click the "+", then "Delay until a day or time", and then choose the days or times emails should be sent.

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HOW TO EDIT YOUR LEAD ROUTING NURTURE EMAILS

  1. Hover over the module that you would like to edit and click. Alternatively, you can also click the cube icon on the left side to access a list of modules to edit.
  2. A panel will appear on the left listing the different elements you can customize, such as images, copy, text, color and more!

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FIND YOUR COMPANY’S HEX CODE

The editor makes it easy for you to quickly customize these templates based on your branding standards. Check out this quick how to that shows how you can apply your branding colors to the email template in HubSpot.

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ADD ALL RELEVANT SENDING INFORMATION

Once you update your email copy and branding, you’ll need to update and save the emails for automation. This makes sure your emails attached to your Lead Routing workflow are updated with your changes.

Send details

 

Have additional questions? Email us at support@campaignwizard.io.