Automatic reminders/activities to reconnect after a given amount of time

I like to have a minimum frequency where I connect with my leads (to keep them warm). Is there an easy way to do this? 

I'm currently trialing a few different systems to move my spreadsheet onto and what I do in the spreadsheet is when I'm done with a task, I select a frequency from a drop down (e.g. "1 Day", or "1 Month") and it automatically sets up my next reminder to connect in that amount of time. Is there an easy way to do this? I've tried automation but it's still quite cumbersome. And I could create a new activity but those are a lot of steps (including me manually figuring out the date). 

Any help/suggestions would be much appreciated!

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Yewande @ OTITỌ !

    I think our Contacts Timeline feature would help you a lot with this , check it out in the link. Here's two more articles to help you understand how it works for you:

    Automations are also a great way to to that , especially if you use the relative dates option and "skip weekend" options. 🚀

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  • Yewande @ OTITỌ
    Yewande @ OTITỌ Posts: 13
    edited June 2020 #3

    Hi @Yewande @ OTITỌ !

    I think our Contacts Timeline feature would help you a lot with this , check it out in the link. Here's two more articles to help you understand how it works for you:

    Automations are also a great way to to that , especially if you use the relative dates option and "skip weekend" options. 🚀

    image

     

    Thanks Inês! This is super helpful! I've had a look at the Knowledge Base. A couple follow-up questions:

    1. Is there anyway to group contact frequency, e.g. Cool Leads every 6 months, Warm Leads ever 3 Months, Hot Leads every 1 week?

    2. Re: relative dates in Automation, I tried to do this, but couldn't figure out how to do it based on the client type. Again, for example, if the Person is a General contact it may be in 3 months, if they are a Hot lead, it may be in 1 week. 

    Basically, I want the flexibility for the system to either automatically know the frequency (based on pre-set rules) and remind me when to contact my leads. And those pre-set rules are related to the Person instead of the Activity. 

     

    Thanks. 

     

  • Yewande @ OTITỌ
    Yewande @ OTITỌ Posts: 13
    edited June 2020 #4

    Hi @Yewande @ OTITỌ !

    I think our Contacts Timeline feature would help you a lot with this , check it out in the link. Here's two more articles to help you understand how it works for you:

    Automations are also a great way to to that , especially if you use the relative dates option and "skip weekend" options. 🚀

    image

     

    Hi Inês. Any further update on my follow-up question please. Thanks!

  • Christian Finke_747
    edited June 2020 #5

    Hi @Yewande @ OTITỌ !

    I think our Contacts Timeline feature would help you a lot with this , check it out in the link. Here's two more articles to help you understand how it works for you:

    Automations are also a great way to to that , especially if you use the relative dates option and "skip weekend" options. 🚀

    image

     

    Great idea and I also remarked this a few days ago. Would be great if Pipedrive could implement something as discribed as it would ensure activity-based selling (but without the hassle of reminding oneself each time what next to do). Speed up the sales process.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #6

    Hi @Yewande @ OTITỌ !

    I think our Contacts Timeline feature would help you a lot with this , check it out in the link. Here's two more articles to help you understand how it works for you:

    Automations are also a great way to to that , especially if you use the relative dates option and "skip weekend" options. 🚀

    image

     

    Hi @Yewande @ OTITỌ ! I'm going to answer your questions separately, to keep it simple.

     

    Is there anyway to group contact frequency, e.g. Cool Leads every 6 months, Warm Leads ever 3 Months, Hot Leads every 1 week?

    Yes, you can achieve this by labeling your contacts and using that label to create a filter you'll then use to catch them in Contacts Timeline. To each group of contacts pertaining to each label you can then set up a different frequency (options: weekly, monthly, quarterly, biannually, annually). I made a quick video to demonstrate, see here

     

    Re: relative dates in Automation, I tried to do this, but couldn't figure out how to do it based on the client type. Again, for example, if the Person is a General contact it may be in 3 months, if they are a Hot lead, it may be in 1 week. 

    I would say the most efficient way would be to use two filters: one that catches your contact's label, and one of the predefined filters that come with the List VIew for Contacts (for example, "People not contacted within the last month") or create replicas of that filter for other time periods. Keep in mind, however, that matching these filters is not enough for your automation to run as it should, some other type of specific update need to happen to your contacts, and you should enter that as a condition for your automation too. If you don't, any kind of update that happens to, say, a contact labelled "warm lead" that fall under the "People not contacted within the last month" will trigger the automation, including updates like adding a phone number to that person's profile.

    I also made a little video for this one. The "additional condition" I used as an example in this case would be a change of label. See here.

     

    I hope that helps clear it up!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #7

    Hi @Yewande @ OTITỌ !

    I think our Contacts Timeline feature would help you a lot with this , check it out in the link. Here's two more articles to help you understand how it works for you:

    Automations are also a great way to to that , especially if you use the relative dates option and "skip weekend" options. 🚀

    image

     

    Apologies for the delay, I missed the notification for your previous reply. KIndly see my answers above. Thank you!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #8

    Hi @Yewande @ OTITỌ !

    I think our Contacts Timeline feature would help you a lot with this , check it out in the link. Here's two more articles to help you understand how it works for you:

    Automations are also a great way to to that , especially if you use the relative dates option and "skip weekend" options. 🚀

    image

     

    @Christian Finke  Check out the tips about getting the most out of the Contacts Timeline and Workflow Automation features mentioned in my reply to Yewande above. 🚀

  • Christian Finke_747
    edited July 2020 #9

    Hi @Yewande @ OTITỌ !

    I think our Contacts Timeline feature would help you a lot with this , check it out in the link. Here's two more articles to help you understand how it works for you:

    Automations are also a great way to to that , especially if you use the relative dates option and "skip weekend" options. 🚀

    image

     

    Thanks @Inês Batata , yes we are using the process as described already with different labels and follow-up sequences. The point here is to be able to have "the same system", i.e. contacts timeline feature in place for the Leads inbox. Would that be coming?

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #10

    Hi @Yewande @ OTITỌ !

    I think our Contacts Timeline feature would help you a lot with this , check it out in the link. Here's two more articles to help you understand how it works for you:

    Automations are also a great way to to that , especially if you use the relative dates option and "skip weekend" options. 🚀

    image

     

    I don't know that off the top of my head, so I'm going to ask the team and will get back to you as soon as I hear from them.

  • Yewande @ OTITỌ
    Yewande @ OTITỌ Posts: 13
    edited July 2020 #11

    @Inês Batata No worries at all. I should have tagged you. Your response and videos were super helpful and look like they are in line with what I want. I will try it out and get back to you with any follow-up questions. Thanks loads again! All the best. 

    (I'm also interested in Christian's sugestion re: doing this for Leads so will be awaiting that answer too :))

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #12

    Hi @Yewande @ OTITỌ !

    I think our Contacts Timeline feature would help you a lot with this , check it out in the link. Here's two more articles to help you understand how it works for you:

    Automations are also a great way to to that , especially if you use the relative dates option and "skip weekend" options. 🚀

    image

     

    Hi @Christian Finke , I have an update! @Yewande @ OTITỌ you had mentioned you were interested in this too.

    Pre-existing contacts that get linked to Leads will already show up in the Contacts Timeline view, I just tested it on my end. 🚀

    For the future we have planned to also have this apply to leads that haven't been converted into contacts yet, but I can't give you an ETA on that right now. Stay tuned!