Navigate to the Sales Campaigns tab in the left sidebar, and click on SmartPaths.
To Launch a SmartPath, click the Launch SmartPath button.
There are five steps to launching a SmartPath.
Step One: Select SmartPath
Choose a SmartPath by clicking on the SmartPath drop-down menu. By default, your LiveHive Email Signature and Unsubscribe footer will be included on the bottom of your emails. Uncheck either of these options as you see fit. Note: CAN-SPAM Act requires you to provide an unsubscribe function and your valid physical postal address for all commercial messages. Click Save Selection on the bottom right side to go on to step two.
Step Two: Select Recipients
You can select from LiveHive groups or a CRM list. To select a LiveHive group, click the checkbox next to the group’s name. You can choose as many as you’d like.
To choose a list from your CRM, click on the CRM tab, and select the type of list from the Select . Once the lists are displayed, click the radio button next to the desired list. You can launch a SmartPath for one CRM list at a time.
Click Select Recipients to move on to Step 3.
Step Three: Map the Fields
Merge fields will map automatically. If there are any that could not map, then you will see drop down menus to select the correct fields. In most cases, you'll see "No custom merge fields found" and click the Map the Fields button to move on to step four.
Step Four: Schedule Start
You can schedule tasks now or schedule them later. Click the radio button next to Schedule Tasks Now to generate tasks for the SmartPath right away.
To schedule tasks later, click on the radio button next to Schedule Tasks Later, and designate a date and time. Click on the current displayed date and time to type in your desired date and time, or click on the small calendar icon to click on a date on the calendar.
After clicking on a date, a small window to select a time will automatically appear. Use the up and down arrows to change the time, or type in the time.
Note the preview of your selected date and time to ensure it is correct.
There are two additional options to choose from after deciding on timing.
Send Email Tasks Automatically: if this option is checked, then the tasks in your SmartPath will automatically send. For example, if Task 1 is an email template, and Task 2 is another email template set up to go out 3 days later, then the first email will be sent to the chosen recipients, and the Task 2 email will automatically be sent to the same recipients 3 days later. Both emails get sent without any further action taken by you. If this option is not checked, then tasks will be generated based on the cadence of the SmartPath, but it’s up to you to follow through on sending/completing the tasks.
Send during my business hours only: this ensures that tasks are only generated during your set business hours. For example, if a task in your SmartPath falls on a weekend day, and you work Monday through Friday, then the task will be generated Monday morning instead. If you have "Send Email Tasks Automatically” checked also, then emails will only be automatically sent during business hours. If this option is not checked, then auto sends and generated tasks will occur any day and time.
Learn how to setup your business hours: Setup Your Business Hours.
Click the Schedule Start button on the bottom right to go on to the last step.
Step Five: Generate Tasks
The final step is simply a summary of steps one through four. Look over the summary to make sure everything is correct.
Click the Generate Tasks button to begin launching the SmartPath. This will take several minutes depending on how many recipients you chose. Navigate to Tasks in the sidebar to see the tasks.