Contents
- Nurture Cycle activation for existing contacts
- Nurture Cycle emails
- Call to Action
- Automatic Opt-in
- De-Activate Nurture Cycle
- Physical address
- Turn off (De-Activate Nurture Cycle)
To activate your Nurture Cycle, go to Settings > Nurture Cycle > Activate and click Activate Nurture Cycle.
Configure the Nurture Cycle, by choosing your settings. These settings can be changed at any time.
Nurture Cycle activation for existing contacts
Select Activate Nurture Cycle for all existing contacts to automatically enrol all your contacts in your Nurture Cycle.
Select Activate for manually selected contacts to choose which contacts to include in your Nurture Cycle.
Once Nurture Cycle is activated, your contacts can be enrolled or unenrolled at any time. Contacts can be enrolled individually or in bulk.
Nurture Cycle emails
There are three types of content available for your Nurture Cycle emails: Monthly articles, Built to Sell Radio episodes (weekly), and Webinar invitations (quarterly). Select any or all types of emails to include in your Nurture Cycle.
To see an example of each email type, click the eye icon ().
When we schedule a Nurture Cycle email, a preview will be sent to you three days prior to being sent to your activated contacts. If you do not want the Nurture Cycle email to be sent to your activated contacts, go to Settings > Nurture Cycle > Settings and click De-Activate Nurture Cycle.
Call to Action
A call to action is included at the end of all Nurture Cycle emails. There are two different calls to action available: one that is used for contacts that have not completed the Value Builder Score and one that is used for contacts that have already completed and received their Value Builder Score. A default template is provided for each call to action. To customize your calls to action, click Edit Call to Action.
Update the content of your call to action for contacts WITHOUT their Value Builder Score and for contacts WITH their Value Builder Score.
Automatic Opt-in
Select Activate Nurture Cycle for contacts who have started the assessment via your website or personal link to have contacts automatically enrolled in your Nurture Cycle as their assessments come into your advisor portal from the web. Note: by selecting this option, each time a contact completes a contact form (i.e.: from your Value Builder Score, PREScore™ or lead magnet embed codes or personal landing page links, they will be enrolled in your Nurture Cycle.)
De-Activate Nurture Cycle
Decide when you want the Nurture Cycle to de-activate (or stop).
Select Never if you want to continue to nurture your contacts until you manually take contacts out of Nurture Cycle or turn off Nurture Cycle all together.
Select When the contact completes the assessment if you only want to nurture your contacts until they complete their Value Builder Score.
Select When the contact starts a Value Builder Engagement Program if you only want to nurture your contacts until you activate an engagement with them.
Physical address
As part of our efforts to meet anti-spam regulations, you are required to include a physical address that will be provided in Nurture Cycle emails. These fields are required in order to activate Nurture Cycle.
De-Activate Nurture Cycle
Your Nurture Cycle can be turned off at any time. Go to Settings > Nurture Cycle > Settings and click De-Activate Nurture Cycle.