Before you can set up Workflows in Apollo for your Safety Net custom field you must have first carried out the relevant integration here as well as enabled your custom fields in Apollo and Allegrow using our guidance here.
Utilizing Workflows inside of Apollo can help you manage the preventions made by the Safety Net in Allegrow and utilize them further to help with your overall outbound motion.
When a prevention has been made by the Safety Net you may want to automate movement into another sequence or create a task for the contact owner.
You can follow our guidance here to set these up:
1) Log into your Apollo Admin account.
2) Navigate to Workflows, then click 'Create workflow'
3) Name your Workflow depending on what you're trying to accomplish, then select 'Start from scratch':
4) For the trigger, select 'Based on a trigger event,' targeting people.
5) Under 'Trigger when,' set the event to 'Contact updated,' and select 'Custom field' as the field. You should be able to see the Allegrow fields you've configured to push in your integration settings.
You can select a prevention code from the list below and copy and paste this inside the relevant field.
block_bounce_risk
spamtrap
some_risk
do_not_mail_abuse
dead_email
safe
** As an optional step, you can further refine your Workflow by setting additional Enrollment criteria. For example, you could use Allegrow's 'Removed from' field to only activate this Workflow from certain sequences:
6) Next, you'll want to select an action based on the prevention and our comprehensive guidance here. Some suggestions could be
do_not_mail_abuse: move this prospect into a sequence that only has call and LinkedIn steps with no email steps.
block_bounce_risk: set a task for the prospect owner to find a new contact or to enrich the data before reaching out to them
If you want to add your contacts to a new sequence, start by selecting Manage Sequences:
Then, select the Sequence you'd like to add them to, and which user the sequence should be sent from:
7) Once you've decided on the action you can then click Done, and Launch Workflow for it to work alongside and complement the Allegrow Safety Net.
Any questions, or if you'd prefer to do this on a call, please reach out to your Customer Success Manager or email <support@allegrow.co>.