Disposition Tags and Automated Actions Tutorial Video
Navigate to the Account Settings page and select the Manage Account tab towards the top to find where to manage your Disposition Tags and Automated Actions. Please note, you will have the ability to actually assign disposition tags to leads anywhere you're in contact with a lead.
You can create disposition tags so you can assign them to your leads later as well as trigger automated actions by attaching them to disposition tags.
Disposition tags will be key for you to assign to your leads in order to keep your account better organized and applying labels. You will be able to filter for leads assigned disposition tags and even filter by excluding leads assigned disposition tags in numerous areas within Ringy.
You likely have synced account settings, and already have disposition tags you can use. In the Disposition Tags section on the left hand side, scroll down to view current disposition tags.
On the far left is the tag name to label a lead with, and the far right is the automated action name, which will trigger immediately once the lead has been assigned the tag. You will also find 2 blocks in between the tag name and action name. The block on the left is the background color the lead will populate in once dispositioned. This allows you to color code your leads and visually filter for them moving forward. The block on the right is what the font color would update to. You can edit the tag name, and the background colors by clicking the purple pen beside the disposition tag.
When creating your own disposition tags, enter in the tag name, select a background and font color if you wish, and if you would like an action to trigger, select it from the automated actions drop down menu in order for the action to trigger immediately after dispositioning the lead. We have highlighted where to select the automated action for your reference:
Assigning leads a disposition tag can be for different reasons such as for labeling purposes solely to filter leads by, to trigger certain automated actions attached to the disposition tag, or to perhaps enroll the lead in a different series of SMS (Different SMS Drip Marketing Campaign & Disposition Follow Up Drip Guide) or Email Drip Marketing messages.
- A lightning bolt beside the disposition tag identifies there is an automated action attached to the disposition tag that will trigger immediately.
- The exclamation mark beside a disposition tag means leads with this disposition tag are enrolled in their own set of SMS follow up drips. You cannot assign a single lead more than 1 of these types of disposition tags at a time.
- The ellipsis beside a disposition tag means leads with this disposition tag are enrolled in their own set of SMS disposition follow up drips.
On the right hand side of the page is where you can create and edit Automated Actions. As shown above, you can trigger these actions by attaching them to disposition tags. Simply select with the available checkboxes what actions you want to trigger when dispositioning the lead. If you scroll down, you can find the current automated actions already on your account. You would need to reference the current disposition tags to see when these actions are triggering and then edit or delete any automated actions as needed.
Besides attaching automated actions to disposition tags, you can also trigger automated actions within different functionalities of the platform: