ServiceBell: Greet Specific Target Accounts With Personalized Videos
CH
Christian Haskins
Created Nov 26, 2023
ServiceBell: Greet Specific Target Accounts With Personalized Videos
6
1
Click on "Automations"
2
Click on "Engage a visitor
3
Name it something like: "Greet Target Accounts With Personalized Video" — and click create
4
Click on the default trigger
5
Delete the default "URL" trigger property
6
Replace it with "Target Account" property
7
Select "is true"
8
Add another rule to the initial trigger
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Click on "Has Open Deal"
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Keep the default condition "is false" and click "Add rule"
11
Add a new action
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Click on "Branch"
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Click on "Company Name"
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Enter the name of one of your target accounts
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Click on "Add rule"
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Add a new action under "Match"
17
Click on "Video Answer"
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Click on "Create new"
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Click here to upload a new video
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Upload your account-specific video and click "Next"
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Pick a name for your video
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Click on "Save"
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Click on "Save" again
24
Add a new action under "No match"
25
Click on "Branch"
26
Click on "Company Name"
27
Enter another target account's company name
28
Repeat this process for all of the target accounts you want to greet with personalized videos.
Well done!
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