Leads: LifeCycle

With LifeCycle, you can create customer LifeCycles and monitor Leads as they move through the flow.

In this article:

• What is a LifeCycle?
• Navigation Page
• Working with LifeCycles
• Create a LifeCycle
• Adding Leads to a LifeCycle

What is a LifeCycle?

If you manage customer relationships, then you probably know the importance of the Customer LifeCycle.

As a customer moves through the various stages of making a purchase, they're moving through the customer lifecycle. This may begin with some cleverly targeted marketing content, followed by contact with customer. Then after they make the leap and the purchase, contact with the customer is carefully nurtured, loyalty is built, and hopefully they will return to make more purchases! 

This is the customer lifecycle, and understanding the stages your customers moves through enables you to create a perfectly timed marketing strategy, and ultimately increase revenue and brand loyalty.

Flows by Enreach has a dedicated LifeCycle module where you can custom create as many LifeCycles as you need, and easily track what stage in the sales process your Leads are.

Let's take a look at an example LifeCycle a Lead may move through:

• Stage 1: Blank Lead. Here the Lead has been imported through a Lead Source, but hasn't yet been Segmented, or contacted by an Agent in your Organisation.
• Stage 2: Social Warm-up. At this stage, the Lead has received some carefully crafted marketing messages, so they're aware of your brand and what you offer. Warming up the Lead gets them ready for the next stage of the LifeCycle.
• Stage 3: Call Activity. Now the Lead is familiar with your brand, and has maybe consented to receive communication for you. The Lead moves from Flows by Enreach to Outbound by Enreach, where an Agent will call the Lead, trying to convert them from prospect to customer. 
• Stage 4: Confirmation. Success! The Lead has made the purchase, and an Email confirmation is sent through Flows by Enreach.
• Stage 5: Follow-up Call. Once the Lead has purchased, follow-up communication will ensure that the Lead is totally happy with the purchase, and the nurturing will begin: this will build trust, and increase the chances of the Lead returning for more purchases, and even telling others about your great brand. 

Navigation Page

To access Lifecycle, expand the Leads drop-down menu, and click LifeCycle.

In the navigation page you can see all of your  LifeCycles, and the status of Leads as they move through them.

Hover your mouse over the bar chart to see how many Leads are in each stage of the LifeCycle.

Underneath each LifeCycle is the Leads Release Forecast.

If you have set Leads to be released after a certain number of days, you can view a breakdown of where they are in the LifeCycle, and when they are due to be released for reuse. 

Working with LifeCycles

There are several options when working with LifeCycles. 

In the top right corner of each LifeCycle are a number of different options.

Members will display how many Leads are in the LifeCycle and how many Leads are in the database. 

To re-order the statuses, click the arrow icon.

Drag and drop the statuses, then click Save.

To delete a LifeCycle, click the bin icon.

If you are sure you want to delete, click Ok. 

To add a new LifeCycle status, click the spanner icon.

Click Add new status to add a new LifeCycle status. For a more in-depth look at adding statuses, click here. 

To access the Change Log, click the circular arrow icon. 

In the Status Changed Log you can view all historical changes made to that LifeCycle, including who it was updated by, and the changes that were made. 

Create a LifeCycle

To create a new LifeCycle, click the + New button in the right of the navigation page. 

Add the name of your new LifeCycle in the text field.

Next, begin adding the name of the Status Codes. Click Add New Status to create more. 

If you want to limit the amount of time a Lead will spend in the Status before being moved, check the Limit time in this status box, and enter the number of days in the field. 

Click Save to save the Status Codes.

When you have changed the Status codes, open the LifeCycle editor by clicking the spanner icon in the navigation page.

Now you can add the Change status to status. If you have limited the time a Lead can spend in one status, this is the status they will move to when they have reached the time limit. 

In the example below, once a Lead has been in the status Locked-Other for 45 days, it will then be moved to the status Free. 

When you are done, click Save. 

Adding Leads to a LifeCycle

There are several ways to add Leads to a LifeCycle, either individually or in bulk.

To add an individual Lead to a LifeCycle, first locate the Lead in Lead Overview, expand the Options drop-down menu, and select Change LifeCycle. 

Expand the Select LifeCycle drop-down menu and select which LifeCycle to move the Lead to. 

Next, expand the Select LifeCycle Status and choose which LifeCycle status to move the Lead to. 

When you are done, click Save changes. 

To move Leads in bulk, locate the Leads in Lead Overview and check the boxes.

Selecting Leads will reveal the options menu at the top of the list. Click Change LifeCycle.

Expand the  Select LifeCycle drop-down menu and select which LifeCycle to move the Lead to. 

Next, expand the  Select LifeCycle Status and choose which LifeCycle status to move the Lead to. 

When you are done, click  Save changes. 

The Leads will now have been moved to that LifeCycle and Status.