Send Instant Audit Reports to New Prospects

The Generate Marketing Audit Report action builds an audit for a lead and gives your workflow two values you can drop into the follow-up message, so the prospect receives something useful within moments.

What it outputs

• Prospect Web Report Link: a unique link to that prospect's report.
• Prospect Business Name: the business name, for personalization.

The values exist only after the action has run, so anything that uses them must come later in the workflow.

Set it up

1. Go to Automation > Workflows and create or open a workflow.
2. Add a trigger, such as Form Submitted, Contact Created, or one that fires after an import.
3. Click + and choose Generate Marketing Audit Report.
4. Add Send Email or Send SMS below it.
5. In the message editor, insert Prospect Web Report Link and Prospect Business Name from the custom value picker.
6. Save and publish.

Example message

"Hi, we looked at the online presence of the business name and put together a short report. You can view it here: report link."

Notes

• Works for leads from forms, ads, imports or other triggers.
• Each report link is unique to one prospect.
• Putting a message step before the audit step leaves the values empty.

Good to know: Test with your own contact first to confirm the link opens and the business name reads naturally in your message.