ServiceBell: Automatically Engage Target Account Visitors
CH

Christian Haskins

Created Nov 22, 2023

ServiceBell: Automatically Engage Target Account Visitors

7

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CREATE THE JOURNEY

4 Steps
1

Click on "Automations"

Click on "Automations"
2

Click on "Journeys"

Click on "Journeys"
3

Create a new journey

Create a new journey
4

Name it and click "Continue"

Name it and click "Continue"

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SETUP THE TRIGGER

6 Steps
5

Click the default trigger

Click the default trigger
6

Click the default rule

Click the default rule
7

Remove the "URL" trigger

Remove the "URL" trigger
8

Search for "Target Account" and select it

Search for "Target Account" and select it
9

Set the "Target Account" trigger to "is true"

Set the "Target Account" trigger to "is true"
10

Add the rule

Add the rule

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TRIGGER A VIDEO

3 Steps
11

Add a new action below

Add a new action below
12

Click on "Video Answer"

Click on "Video Answer"
13

Select your custom video and click "Save"

Select your custom video and click "Save"

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SEND A PERSONALIZED CHAT MESSAGE

5 Steps
14

Add another action

Add another action
15

Click on "Send a chat message"

Click on "Send a chat message"
16

Write your message and personalize it using merge tags

Write your message and personalize it using merge tags
17

Give your personalized merge tags a fallback in case it's not found

Give your personalized merge tags a fallback in case it's not found
18

Click "Save"

Click "Save"

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ALERT YOUR REPS

5 Steps
19

Add another action

Add another action
20

Click on "Send app alert"

Click on "Send app alert"
21

Name it something like: "Target Account Visitor"

Name it something like: "Target Account Visitor"
22

Pick the group or individual reps you'd like to alert

Pick the group or individual reps you'd like to alert
23

Click on "Save"

Click on "Save"

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PUBLISH THE JOURNEY

2 Steps
24

Save the entire journey

Save the entire journey
25

Click "Draft" to toggle its status to "Active"

Click "Draft" to toggle its status to "Active"
Well done!
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