Lead follow-up
When someone fills out one of your forms, a few things should happen next: the person shows up in your CRM, a salesperson gets them, and that salesperson calls or emails them. This page follows every form through those steps and shows you where one went wrong.
How this works
A journey is one form that one person sent. A second form from the same person is a second journey.
Each journey has five steps: the form was sent, we found the person in your CRM (the system that stores your leads and contacts), a salesperson was assigned, it was the salesperson your rules pick, and the first call or email.
A problem is one kind of thing going wrong on one form, such as "no salesperson was assigned in time" on your contact form. If it happens again, the count goes up instead of adding another problem.
When a later journey on that form gets the step right, the problem is marked fixed, and that journey is kept as the proof. If it goes wrong again after that, the problem opens again and we count that it came back.
Journeys marked Happylogik check are test forms Happylogik sent for you. They are checked up to the salesperson; nobody is expected to call or email a test, so the first call or email is not checked for them.
A usual time is how long 9 out of 10 of your recent leads took for a step. If you turn on "Alert me when a step is slower than usual", a step with no time limit of yours is judged against the usual time of the day the lead arrived. That usual time never changes for that lead. We only call a step late after we have checked your CRM at or after the moment it ran out.
Happylogik checks your CRM on its own schedule. You do not need to refresh anything for the checks to keep running.
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Your time limits
Set how long a step may take. When a step takes longer, the journey is marked late and it counts as a problem. Leave a box empty to turn that limit off: then we show how long the step took, but never call it late.
Problems
Open problems come first. Each one is a kind of thing that went wrong on one form, with how many journeys it happened on.
Messages to your team chat
When a problem starts, comes back or is fixed, Happylogik posts one message to each chat channel your company connected. The message says what happened and what to do. It never names the person who filled out the form. Connect a channel on the Connections page.
Journeys
Every form sent in the last 30 days, newest first. Open a journey to see each step, when it happened and how we know.
No journeys yet. Journeys start when Happylogik captures a form someone sends and finds that person in your connected CRM.
Capture form submissions