Conversion Win "Mark as Converted"
O
Obsidian Salamander
When a lead decides to schedule or buy our services when we are texting them, I'd like the option to mark this contact with a simple 'scheduled' or 'converted' button so we can more easily track ROI created through Salesmsg.
We can create a tag for this as a workaround, but it would be easier to just have 1 button to click to mark as 'converted' for tracking and reporting purposes.
Chris Brisson
Thank you for posting, Obsidian Salamander! I have a few more questions for you:
- How frequently do you anticipate using the 'scheduled' or 'converted' button in your workflow?
- Would you like any specific notifications or follow-up actions to be triggered when a contact is marked as 'converted'?
- Are there any specific metrics or reports you would like to see that incorporate the use of this 'converted' button?
C
Content Pelican
Hi Chris Brisson, Our team would use this every day. A perfect solution for us would include an option to mark a contact as either a Customer (one-time sale) or a Subscriber (residual sale). This would allow us to integrate the action into our HubSpot workflows and automatically update HubSpot contacts.
By adding this functionality, we could seamlessly add or remove users from lists and workflows, ensuring they remain in the correct communication pipeline. A simple example would be removing a converted customer from a lead follow-up workflow once they agree to service.
For reporting, the ability to track converted customers by campaign would be a huge improvement. It would show which messaging or AI prompt is most effective and could be further analyzed to determine which day of the week, time of day, and other factors perform best.
Overall conversion tracking is one of the most important aspects for our team, so robust reporting in this area is essential. Example reports could include:
Conversions by Campaign/Broadcast
Conversions by Day/Time
Conversions by Representative/AI Agent
Conversions by Workflow/HubSpot Workflow
Conversions by Keyword
Ideally, we’d be able to view both total conversions and conversion rates for each category. The ultimate goal is to optimize every aspect of our process based on conversion performance.