Set Up: "Prospecting Group" Pipeline

  • The purpose of the Prospecting Group Pipeline is for you to have a place and process for bringing group members from "prospect' to "paying clients" 
  • Check out video overview that covers what the Catch All Pipeline is and how to set it up 

  • People will ONLY be tracked in a pipeline associate with a Facebook™ IF you're LOOKING at the contact IN the group while adding them into GroupTrack.

  • Video walk through: 
  • Once you're in the WebApp,
    • Click "Set Up & Training" tab on the left hand side. 
    • You'll see the steps you need to take to set up your pipeline listed on under the "welcome." Click through each step for directions:
      • Pipelines: This tab will explain what pipelines are and how they work with GroupTrack. Click "Set Up Pipelines" 
        • This will take you to the steps needed to set up your first pipeline. Make sure the "Catch-All" Is selected in the drop down menu. 
          • General: 
            • Click "Add New Pipeline" (in the upper right hand corner) 
            • Name the Pipeline (Suggestion: Title it the name of your group)
            • This will ask if your pipeline is connected to a Facebook™ Group or not. Since we're going to connect this to your "prospecting group" on Facebook™ you'll want to toggle over to "yes"
            • Enter the URL from your Facebook™ Group. NOTE: If your URL starts with a number, it will not work. Please customize so it start with a letter. 
            • Press Save 
            • Then it will as if you'd like to pre-populate the pipelines with the stages, descriptions and message templates provided by GroupTrack. If you would like to import our "Prospecting Group Pipeline Templates" click " Basic Group Pipeline" .
          • Stages: Stages are chronological steps you would take a contact through to get them from A to Z. 
            • Once you click on the "stages" tab you will see the "Stages, Description, and Message Templates" we've provided for you. You can edit, deleted, add, and customize these however you'd like to fit your particular business. The Stages you installed from GroupTrack will show in yellow. 
            • Once you've made your stages, descriptions and message templates the way you'd like, click the next tab. 
          • Pipeline Tags
            • Whereas "Stages" are chronological steps you would take a contact through to get them from A to Z, "Tags" are "labels" with descriptive information about the person, that is not related to their stage. On this tab, you'll determine if there are any tags you'd like associated with this pipeline. In other words, when you're bringing a contact through this pipeline, are their any labels/tags you like to assign them? 
              • Tag Sets are also known as Tag Categories. These are containers to hold labels for your Contacts, grouped by common themes.
              • Tags: The Labels within that category. 
          • Message Templates: Here you will see the message templates we gave you with the Basic Group Pipeline  
            • On this tab you may edit, delete or create new templates. 
          • Integrations
            • If you want to integrate this pipeline with a 3rd party tool, select the one you choose and follow the steps in the set up wizard. 
          • Workflows: Coming Soon
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us