The Smart Growth Suite is Snappy Kraken’s comprehensive marketing solution that takes a holistic approach to lead generation, nurturing, and conversion.
This guide walks you through how to build a fully automated AI-driven workflow using its three powerful automation tools—AI Lead Capture, Dynamic Groups, and Auto-Subscribe—to help you to help you respond faster, stay relevant, and grow your pipeline with less manual effort.
Step 1: Capture New Leads Automatically (AI Lead Capture)
Use AI Lead Capture to bring leads into your account without manual entry.
How to Set It Up:
Click the "My Contacts" icon.
Select "Lead Capture" from the menu.
Type in the "Lead Source Name: (e.g., Website Event Form) and click "Create Lead Capture Inbox" next to it.
Select a group to associate the leads with.
- Any new lead coming from that inbox will be automatically added to the group.
- If you auto-subscribe the group to a campaign, new contacts from the Lead Capture inbox will immediately enroll in the campaign.
- Click here if you need to create a new group.
Click "Copy Email" next to your custom inbox address.
Paste that email into the lead notification settings on the lead source platform (e.g., SmartAsset, Snappy Kraken Websites).
Any email sent to that inbox address will automatically add the lead to your Snappy Kraken account.
Tips:
- You can create a unique inbox for each lead source to personalize follow-up by origin.
- If you have a Snappy Kraken website, you can also add this to your webforms to differentiate between various lead sources from your website.
Step 2: Create Dynamic Groups (Smart Segmentation)
Dynamic Groups automatically segment your leads based on data and behaviors—no more static lists.
How to Build a Dynamic Group:
Go to the "Groups" tab.
Click "Create Dynamic Group."
Give your group a name (e.g., Retirement Age High Net Worth Prospects).
Click "Add Match Filters" to set your targeting logic.
Example: Age between 60–70 and investable assets between $3MM–$25MM.
As you set filters, matching leads will appear in real time.
Click "Save" to activate your group.
Once saved, your group will continuously update as contact data changes.
✅ Your account includes four prebuilt dynamic groups based on Opportunity Score: Gold, Hot, Warm, Cold.
Step 3: Automate Campaign Enrollment (Auto-Subscribe)
Auto-Subscribe lets you automatically enroll new leads into campaigns as soon as they join a Dynamic Group.
How to Set Up Auto-Subscribe:
Go to the "My Campaigns" section.
Find your desired campaign and click the three-dot menu.
Select "Manage Subscribers."
Find your Dynamic Group and click "Auto" to auto-enroll both current and future members.
From that point on, any new contact who joins that group will immediately be added to the campaign and receive follow-up emails or texts—no tagging or manual work needed.
✅ What You’ve Built
By completing these three steps, you’ve built a powerful high-net-worth lead workflow that:
Captures leads instantly from multiple sources
Segments them based on wealth, age, or behavior
Automatically enrolls them in targeted, personalized campaigns
This automation ensures you're first to follow up, always relevant, and never delayed by manual work.