The String knowledge base
  • Welcome to The String 👋
  • About The String Solutions
    • About Us
    • The Challenge We Try to Solve!
    • How Does The String Help?!
  • Getting Started
    • Signing Up
    • Dashboard Navigation
    • Complete Setup Your Business Profile
      • Create a new branch
      • Create a new category
      • Add a new brand
      • Add a new product
      • Add a new service
  • How To?!
    • Manage Leads
      • Add New Lead
      • Import Leads
      • Export Leads
      • Filter Leads
      • Customize Leads List View
      • Quick edit lead Info
      • Convert Lead to Customer
      • Assign Lead to Agent/Team Member
      • Send Bulk SMS/Emails
      • Manage Lead Profile
      • Delete Leads
    • Manage Customers
      • Add New Customers
      • Export Customers
      • Customize Customers list View
      • Assign Customers to Agent / Team
      • Customer Profiles
      • Delete Customers
    • Manage Branches
    • Manage Team
      • Create Departments
      • Add Team Members
      • Assign Roles and Permissions
    • Manage Product & Service
      • Add New Product or Service
      • Customize Product/ Service List view
      • Delete Product or Service
    • Manage Public Forms
      • Create new public form
      • Edit forms
      • Embed form into website
      • Analyze Forms
      • Delete form
    • Manage Email Templates
      • Create a New Email Template
      • Edit an Existing Email Template
      • Delete an Email Template
    • Manage Tasks
    • Manage Media & Files
    • Manage Campaigns
      • Customized Forms
      • WhatsApp Messages "soon"
      • SMS "Soon"
      • Email Marketing
    • Manage Automations
      • Leads Journey
      • Segments
      • Sequences
      • Chat Bot "Soon"
      • API and Third-party Integrations - "Coming Soon"
  • Account Management
    • Create an account
    • Reset & Change password
    • Deleting your account
  • Subscription and Pricing
    • Understanding Different Subscription Plans
    • Upgrade or Downgrade Your Plan
    • Cancelling your Subscription
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  • FAQs
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  1. How To?!

Manage Automations

PreviousEmail MarketingNextLeads Journey

Last updated 10 months ago

Define the stages and actions in a lead's journey from initial contact to conversion. Set up triggers and actions to guide leads through each stage automatically.

Create and manage segments to group leads or contacts based on specific criteria (e.g., demographics, behavior). Use these segments to tailor automated actions and communications.

Design and automate sequences of actions or messages that are triggered based on specific conditions or timelines (e.g., follow-up emails, reminders). Set up each step of the sequence and define when it should start.

"Soon" Configure and deploy a chat bot to interact with users in real-time. Set up responses, triggers, and workflows for the chat bot to handle inquiries, qualify leads, and provide support.

"Soon" Easily integrate The String with other tools and platforms to enhance functionality and seamlessly transfer data.

These features help streamline your automation processes, improving efficiency and engagement throughout the customer journey.

Leads Journey
Segments
Sequences
Chat Bot
API and Third-party Integrations