Automation – Streamline Your Marketing Workflow
Are you looking to switch from your current CRM to a more robust platform? MEGAVISION could be your best bet.
MEGAVISION automation can go against other powerful ones like Pipedrive, ActiveCampaign, and Hubspot. And because it’s one of the platform’s core features, you can expect it to deliver great tools for your marketing agency or freelancing business.
We’ll talk more about MEGAVISION marketing automation in this article. I’ll also show you how to use it to save time, get more leads, improve collaborations, and more.
MEGAVISION knows that for advanced users like you, automation isn’t just a nice-to-have feature but a crucial asset.
Inside the software, automation is referred to as “Workflow.” This powerful feature is accessible in all your business subaccounts. So you can use it for your business processes and clients’.
MEGAVISION automation can seamlessly handle everything from basic tasks to intricate systems. But how? Let’s look at its features.
Creating a workflow is effortless. You don’t have to do any coding; you only need to choose, click, and add relevant details or content.
First, select the account you want to automate. Then, click on the “Automation” button.
Once there, navigate to the “Workflows” tab, and click “+Create Workflow.”
That’s it! You can now choose a template to customize or start from scratch.
MEGAVISION’s flexibility makes this marketing platform a favorite among advanced users. But to get you started, here are some marketing automation you can do.
Phone, SMS, and emails form the backbone of a good lead-generation strategy. And MEGAVISION automation lets you use them separately or merge these channels into coherent, multi-channel marketing processes.
MEGAVISION lets you add as many emails as you like, insert custom values for a personal touch, and even delay actions to avoid spamming your leads.
Moreover, you can connect one email workflow to another. So you can decrease the manual workload of transferring leads to another automation.
Let’s say you want to re-engage your long-standing clients for your digital marketing agency. Here’s a workflow you can create.
With MEGAVISION, you can build an entire workflow revolving around SMS. Here’s an example of this workflow automation.
We created a lead capture on a client’s website offering a special discount code for the clothing sale.
Once the form is submitted, it will trigger a 4-step SMS campaign. The first message is a thank-you note with the promised discount code. Then the other messages are reminders to avail of the code.
But there’s more to SMS automation than just sending messages. One of its exceptional abilities is to create automated responses triggered by specific keywords.
For instance, you’re running a holiday-themed sale. All you have to do is set up a new SMS automation that triggers when someone replies. Then add a filter that prompts the action when someone responds with the word “Sale” or “Holiday Sale.”
The system would then send a message like, “Thanks for your interest in our Holiday Sale! You’ll be the first to know when it starts. Stay tuned!”
This is another valuable MEGAVISION automation in your kit, especially if you’re an agency with a dedicated sales team.
You can use this marketing automation for the following process and scenarios.
Another thing you can enjoy is streamlining various elements of your membership process. Here are some key triggers you can use.
Remember, these are just a few examples. MEGAVISIONS’s Membership Automation offers many opportunities to deliver a seamless and personalized user experience, empowering your agency or freelance operations to thrive.
MEGAVISION’s automation goes beyond simply scheduling social media posts or tracking mentions. You can do so much more with it. Here are some examples.
We ran some prompts to demonstrate the results. You judge the generated image.
MEGAVISION’s automation goes beyond simply scheduling social media posts or tracking mentions. You can do so much more with it. Here are some examples.
The automation for these two platforms works similarly. You can create a simple workflow where your team can receive a notification once someone sends a message. Then, add a tag if no one responds to it within a specific duration.
But MEGAVISION also allows you to create more advanced automation with Facebook Ads or Instagram ads.
The first one is by creating automated responses. For example, you can create an ad with a “Tell me more” and a “How to avail” button. You can trigger the replies by creating a filter and adding the exact phrase inside your workflow.
Another advanced feature works like lead filtering. This is possible by combining MEGAVISION custom fields, Facebook Form Fields Mapping, and then automation. You can sort, focus, and add qualifying leads efficiently.
Suppose a potential customer discovers your business through Google and sends a question. You can set automated replies or assign a team member for personal interaction.
Let’s say the question is about your SEO services pricing. Depending on the intent type, you can create a response and add more steps to encourage a consultation call booking.
TikTok is a growing platform you shouldn’t miss. It’s a great place for lead generation, especially for younger demographics.
Like the above platforms, you can create automated replies inside MEGAVISION for your TikTok ads.
This one is my favorite among the marketing automation you can create with MEGAVISION. It gives you complete control of your pipeline management and optimizes conversions.
This automation allows for changes in lead status to trigger automatic shifts in pipeline stages.
For instance, you’ve won a lead. Instead of manually deleting and moving it to a new pipeline, you can set up an automation.
So once you drag a lead to the ‘Won’ tab inside your current pipeline, MEGAVISION automatically adds it to the next funnel intended for new customers.
The Opportunities automation can also work with ‘stale’ opportunities. These are non-responsive or cold leads on your marketing campaigns.
With MEGAVISION, you can create an automation that shifts these leads to a separate stage or pipeline after a certain duration. This automation helps your sales team remove unqualified prospects and focus on promising ones.
MEGAVISION automation tools also aim to streamline internal workflows. So not only can you improve customer relationship management, but you can also boost your team’s productivity.
You can assign users to certain tasks or marketing processes with it. This ensures the right team member is always on top of crucial tasks.
For example, if you have a team member assigned to handle new client onboarding, they can be notified immediately every time there’s a new customer.
But MEGAVISION takes team collaboration a step further. When a task is due or a new lead comes in, an internal alert can be set up through email, SMS, or a popup notification.
This keeps everyone in the loop and prevents missing anything important.
MEGAVISIONS’s Affiliate Automation transforms managing your affiliate campaigns into an effortless task.
Let’s say a new affiliate joins your program. You can set a trigger for this and create an action that automatically adds the person to your affiliate dashboard.
Then, for example, you want to organize your affiliate lists and separate active from inactive ones. You can automate the status update with this workflow. You can do this by emailing whether they want to continue and adding a condition based on their reply.
Additionally, if you have multiple affiliate campaigns and want to add, remove, or transfer an affiliate, you can do this inside the MEGAVISION automation.
This MEGAVISION automation bridges the gap between your CRM and external system for real-time data transfer. Some of the automation tools you can use and integrate directly inside this workflow are:
Just one thing to note. MEGAVISION bills this automation separately. You need to pay it per trigger/workflow.
What are your thoughts on the extensive MEGAVISION automation tools? Did they exceed your expectations?
One thing WE realized while testing the workflow is that there’s so much you can do with it.
The MEGAVISION automation capabilities span across various channels, social media platforms, admin tasks, and more.
Take the plunge and try it yourself. Nothing beats the firsthand experience, so go for it and sign up for its 14-day free trial. You can use this MEGAVISION discount as well!
Detailed Features
MEGAVISION™, a Hawkins Kraus Media Inc Product. All Rights Reserved © 2024.
MAILING ADDRESS
110 E. Houston St., 7th Floor San Antonio, TX 78205
(830) 315-0200
Resource Hub
Dashboard Features
The Power of Text Marketing
G5 Development
Digital Broadcasting
MEGAVISION™ is a 100% opt-in service. Please see our Privacy Policy & Terms Of Service to learn about our position on SPAM and the privacy of your data.
MEGAVISION™ Trademark Pending.
MEGAVISION™ does not claim or guarantee income or success in any way. Examples shown on Company training, resources or sales materials are not an indication of your future success or earnings. You should not assume that you will achieve the same or similar results achieved by MEGAVISION™ or any of our customers. Your results will be determined by many factors, including but not limited to, work ethic, ability to learn, previous experience, business network and market conditions.
