A SmartPath, or cadence, is an automated sequence of tasks separated by a determined time. SmartPaths are made up of email templates, call scripts, and reminders, so it’s easiest if you create email templates and call scripts first. Click to learn more about creating email templates and call scripts:
In the Sales Campaigns tab in the left sidebar, click on SmartPaths.
You can go straight to creating a new SmartPath by clicking on the New SmartPath button or make a SmartPath folder first by clicking the New button. SmartPaths do not need to be in a folder, but all SmartPaths made in LiveHive by your colleagues are visible in the SmartPath area, so you may want to make a folder to easily keep track of your SmartPaths.
For this example, we will begin with creating a new folder by clicking New.
A Create New Folder window will appear. Name your folder, and locate it on the top level, or nestle it inside of an existing folder. Click the Location drop-down menu to choose from existing folders. Click the Save Folder button to finish creating a folder. You will return to the SmartPaths area and your new folder will now be visible.
To make a SmartPath, click the New SmartPath button.
The SmartPath Editor will open. To save the SmartPath to a folder, choose an existing folder from the Folder drop-down menu. If you leave the Folder drop-down at Top Level Folder, then the SmartPath will be loose in the SmartPath list. Note: in the upper right corner you have the option of making a SmartPath a Favorite in order to see it in the topmost Favorites folder.
Next, you must give your SmartPath a title and description.
After entering a title and description for your SmartPath, you can now drag and drop one of three tasks from the right side: Email Task, Phone Task, or Reminder Task.
For example, click and drag an Email Task from the Tasks area, and drop it on top of the Task 1 box labeled “Drag A Task Icon Here”.
When you let go, the Select or Create Template window appears. Navigate to the email template you want to use by choosing an email template folder from the Folder drop-down menu, then choosing the specific template from the Select drop-down menu. Click Select Template when you’re done. You also have the option to create a brand new email template by clicking on the Create New Template button.
Once you select or create an email template, you will see it under Task 1, and now have the option to set up a conditional response. Click the “Click to Create a Conditional Response” box.
This brings you to the Responsive Editor. Your options here will differ depending on the contents of your email template. In the example below, the chosen email template has a link and an attachment, so there are responsive tasks available for Click (clicking on a link) and View (viewing an attachment). No matter what, you’ll have responsive task options for Open and Reply. End Sequence means if the recipient replies, then they are taken out of the SmartPath and therefore will not receive future Tasks from the SmartPath.
Note: You can only add an email task to one conditional response. This is to prevent sending a recipient too many emails! If you were able to set up an email task if someone opened an email, clicked a link, and viewed an attachment, then if the recipient did all three, they'd be receiving three more emails!
For example, let's say you want to call a recipient two hours after they view your attachment. First, drag a Phone Task underneath View, where it says "Drag A Task Icon Here".
The Select or Create Call Script window will appear. From the Folder drop-down menu, choose the Call Script folder where the script you want is located. Next, select the particular call script from the Select drop-down menu. Click the Select Call Script button when you’re done.
Now you will be prompted to decide on a delay. The Add Delay window will appear. Type in a Quantity and then choose a unit of time from the Units drop-down menu. Click the Save Add Delay button when you’ve decided on the delay.
Back at the Responsive Editor, you’ll be able to see your conditional responses so far. In the example below, IF a recipient views the attachment in the first email (Task 1 in the SmartPath), THEN a task will be generated to call them using the Follow-Up Call 1 script, 2 hours after they viewed the attachment.
Once you’ve decided on all of your responsive tasks, then click on the Save Responsive Options button.
This will take you back to the SmartPath Editor. You can continue to add as many tasks as you’d like. The tasks in the top “Non-Responsive” row will be generated regardless of whether or not a recipient interacts with the content.
For example, if you add four email tasks with a one week delay between each one, then you will have a task to email each recipient once a week for four weeks. Note: when you launch the SmartPath, you have the option to automate tasks so that email templates are sent out automatically.
To continue adding to the SmartPath, you simply repeat the steps taken for Task 1. First, drag another task from the right side to the Task 2 box. For example, click and drag the Email Task icon and drop it on top of the Task 2 box.
Choose the second email template you want to use.
Designate a time delay. For this example, the delay is 1 week.
Repeat these steps until you have the sequence you want. For example, repeating these steps two more times creates a four-part email cadence that lasts four weeks.
The possibilities are endless! Remember, for each Email Task you can have responsive options for opening, clicking on a link, or viewing an attachment. You can add Phone Tasks and Reminders throughout the SmartPath as well.
Click the Save SmartPath button when you have completed creating your cadence.