When you've successfully enrolled a contact into the Partnership Program, that contact's Marketing Contact status gets set to True.
The contact then gets automatically enrolled into a series of email campaigns.
There are different workflows for every interaction that the contact has with our email campaigns and each of these workflows trigger a specific action:
Minimal Interactions
- When the first partnership outreach email is sent to the contact, the deal associated to this contact gets moved to the "Marketing Email Sent" column
- If the contact opens the email, the deal gets moved to the "Email Opened" column
- If the contact clicks the meeting link but ultimately didn't schedule a meeting with us, the deal gets moved to the "Meeting Link Clicked (but did not book)" column
- Each of the above interactions lead to a series of follow-up emails
- Depending on how they interact with those follow-up emails, the associated deal will be moved automatically top the "For Cold Call" column
- Deals in the "For Cold Call" column needs to be called.
Ideal Interactions
- If the contact who receives the partnership email replies to the email, the associated deal gets moved to the "Replied/ Requested for a call" column.
- Deals under this column needs to be contacted.
- If the contact schedules a meeting with us via the meeting link in the outreach emails, the associated deal gets moved to "Meeting Scheduled" column.
- Deals under this column all have a calendar booking
Bounces/ Spams/ Unsubscribes
- If a contact's marks our email as spam, unsubscribes to our mailing list, or if our email bounces, the contact gets marked as "DNC" and the associated deal gets moved to the "Unsuitable" column
- The contact is also put into the DNC list and gets marked non-marketing contact.