Interest Checker
The Interest Checker workflow template is designed to help you re-engage your existing leads—especially those who haven't been active recently—and classify their current interest level. This template is perfect if you have a large pool of old leads (e.g., 10,000 contacts) and want to efficiently determine who is still interested in your product or service.
Business Scenario & Impact
Imagine you have accumulated thousands of leads over the year. Many of these leads may have lost touch, while others might still be in the market. By using the Interest Checker workflow, you can:
- Re-engage inactive leads: Send a targeted message to re-assess their interest.
- Segment your leads: Automatically classify responses into actionable categories.
- Optimize your marketing efforts: Allocate resources to follow up with genuinely interested contacts.
- Reduce manual follow-ups: Let AI do the initial sorting, so your team can focus on warm leads.
How the Workflow Works
1. Sending the Test Message
The workflow sends out a pre-crafted message to each lead to test their interest. For example:
Hi {{contact.firstName}},
You reached out to us about our [product/service] some time ago, and we'd love to know where you stand now! Just reply with the number that best describes your situation:
1️⃣ *Yes, I'm still interested!* Let's chat.
2️⃣ *Not right now, but maybe later.* Follow up in a few months.
3️⃣ *I've already found a solution.* Thanks anyway!
4️⃣ *Not interested in this product* but keep me updated on new offerings.
5️⃣ *Please remove me* from your contact list.
Let us know by replying with the number that fits best. Looking forward to your response!
[Name], [Company]
After sending the message, the workflow waits for the contact's response.
2. AI Classification of Responses
Based on the reply, the AI will classify the lead into one of the following categories:
Numeric Responses:
For this demo, my sample message gave the contact five options to choose from (1, 2, 3, 4 or 5). If contact gave a numeric response, the AI will match those numeric response to the option specified in the message to gain an understanding of their situation.
- "1" → Likely classified as Interested (No Question Asked)
- "2" → Likely classified as Not Interested (Future Ok)
- "3" → Likely classified as Not Interested (Future Ok)
- "4" → Likely classified as Not Interested (Future Ok)
- "5" → Likely classified as Not Interested (Do-Not-Disturb)
Natural Language Responses:
- Ambiguous or uncertain replies (e.g., “Let me think about it”, “I’ll get back to you”) → Likely classified as Interest Unknown
- Clear positive interest without questions (e.g., “Yes, I’m interested!”) → Likely classified as Interested (No Question Asked)
- Positive interest with questions (e.g., “I’m interested, but can you tell me more about pricing?”) → Likely classified as Interested (Question Asked)
- Explicit disinterest (e.g., "no thanks", “I’m no longer interested”, “Please don’t contact me again”) → Likely classified as Not Interested (Do-Not-Disturb)
3. Post-Classification Actions
Depending on the AI’s classification, the workflow will take different actions:
Interest Unknown:
- Lead Record: Updated to stage “To Handle By Human” in the pipeline Leads Management (Ai)
- Follow-up: You receive a WhatsApp reminder to manually follow up.
Interested (No Question Asked) or Interested (Question Asked):
- Lead Record: Updated to stage “Reactivated” in the pipeline Leads Management (Ai)
- Action: An automated WhatsApp template message is sent to engaged contacts.
Not Interested (Future Ok):
- Lead Record: Updated to stage “Rejected” in the pipeline Leads Management (Ai)
- Action: A WhatsApp message is sent to acknowledge their decision:
We appreciate your time and understand that our offering may not be the right fit for you at this moment. If your needs change in the future, we’d be happy to assist you. Feel free to reach out anytime. Wishing you all the best!
Not Interested (Do-Not-Disturb):
-
Lead Record: Updated to stage “Do-Not-Disturb” in the pipeline Leads Management (Ai)
-
Action: A WhatsApp message is sent to acknowledge their decision:
We appreciate your time and understand that our offering may not be the right fit for you at this moment. If your needs change in the future, we’d be happy to assist you. Feel free to reach out anytime. Wishing you all the best! -
Action: Toggle ON Do-Not-Disturb to block all outbound communication with this contact
Workflow Overview Video
For a detailed walkthrough of how the Interest Checker workflow operates, please watch the video below:
Watching the video will give you a foundational understanding of the workflow's behavior and how the AI classifies responses.
Evaluate Ai Classification Accuracy
To test the accuracy of the AI Classification, I've sent a test contact to the workflow and test the classification accuracy by responding with numeric response that correspond to the option indicated in the initial message and I also test by getting the contact to respond with natural language.
How to Manually Trigger the Interest Checker Campaign
To test interest among your old leads using the Interest Checker workflow, follow these steps:
-
Select the Contacts:
Identify the contacts you wish to target. -
Add to Workflow:
Add these contacts to the Interest Checker workflow. -
Configure the Batch Settings:
- Batch Size: 1
- Interval: 5 minutes
- Days: Select all days (Monday - Sunday)
- Time Window: For example, 10:00 AM - 9:00 PM (adjust as necessary)
Note: Slower batch processing helps mitigate the chance of triggering WhatsApp spam filters.
- Monitor Progress:
Track the campaign on the Bulk Actions page.
How to Customize the Interest Checker Message
If you plan to run similar campaigns in the future, you might want to adjust the message content. Here’s how:
- Access the Workflow Editor:
- Locate the Interest Checker workflow in your dashboard.
- Click on the workflow to open the editor.
- Edit the "Send WhatsApp" Action:
- Find the action containing the initial message.
- Click to edit the message content.
- Update the text as needed.
- Save Changes:
- Save the edited action.
- Save the overall workflow.
- Test the Update:
- Trigger the workflow with a test contact (ideally using your own phone number) to confirm the updated message is received.
Here’s an improved version of your section with clearer language, better readability, and a more structured format:
Retrieving Leads Based on Interest Classification
After the Interest Checker campaign, every contact who entered the workflow will have an associated lead record in Leads Management (AI) under the title "Interest Checker."
You can easily filter and review leads based on their classifications:
| Classification | Pipeline Stage |
|---|---|
| Interested (Question Asked) | Reactivated |
| Interested (No Question Asked) | Reactivated |
| Not Interested (Future Follow-up OK) | Rejected |
| Not Interested (Do-Not-Disturb) | Do-Not-Disturb |
| Interest Unknown | To Handle by Human |
This segmentation helps you prioritize follow-ups and allocate resources efficiently.
How to Filter Leads on the "Leads" Page
To locate specific leads, use the following filters:
-
Interested Leads:
- Filter: "Title" contains "Interest Checker" AND "Stage" = "Reactivated"
- 🔹 Finds all leads that are interested and should be followed up on
-
Not Interested (Future Follow-up OK):
- Filter: "Title" contains "Interest Checker" AND "Stage" = "Rejected"
- 🔹 Finds leads that are not interested now but are open to future outreach
-
Do-Not-Disturb Leads:
- Filter: "Title" contains "Interest Checker" AND "Stage" = "Do-Not-Disturb"
- 🔹 Finds leads who have opted out of all future communication
-
Interest Unknown (Requires Manual Follow-up):
- Filter: "Title" contains "Interest Checker" AND "Stage" = "To Handle by Human"
- 🔹 Finds leads that require manual review and follow-up
By using these filters, you can quickly identify, manage, and act on leads based on their responses. 🚀
By leveraging the Interest Checker workflow, you can re-engage old leads, streamline your follow-up process, and ensure your marketing efforts are both targeted and efficient. If you have any questions or need further customization, our support team is here to help! 🚀