The Smart Growth Suite also allows you to automatically nurture unengaged CRM contacts that by setting up an automated workflow.
This article provides a step-by-step inline workflow for creating an automatic workflow to re-engage latent CRM contacts with the right campaigns at the right time.
Step 1: Connect Your CRM
Snappy Kraken offers various built-in CRM integrations. If you haven't already connected your CRM, click here to find your CRM guide.
Note: If your CRM is not available, contact support.
Step 2: Filter Contacts using a Dynamic Group
Dynamic Groups automatically segment your leads based on data and behaviors. Use the filters to locate your unengaged CRM contacts.
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.
- For latent CRM contacts, here are some other filters you can use:
Engagement Score (Low / Inactive)
Not enrolled in campaigns
Last activity date older than X months
✅ Your account includes four prebuilt dynamic groups based on Opportunity Score: Gold, Hot, Warm, Cold.
As you set filters, matching leads will appear in real time.
Click "Save" to activate your group.
This ensures your group always contains latent CRM contacts that meet your criteria.
Step 3: Automate Campaign Enrollment (Auto-Subscribe)
Once your group is created, go to My Campaigns and choose a campaign that matches your group’s stage.
Choose the nurturing campaign best suited for re-engaging latent leads (e.g., educational content, financial tips, or trust-building series).
Click the 3 dots to open the selection menu and click Manage Subscribers to enroll new audiences in this campaign.
Select your Dynamic Group and click Auto-Subscribe (e.g., High-Net-Worth Leads).
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.
Step 4: Monitor & Optimize
Go to the Campaign Dashboard to track engagement.
Use metrics like open rate, click rate, and opportunity scores to measure success.
Adjust your filters, content, or campaign sequencing as needed.
✅ Outcome: With this workflow in place, latent CRM contacts are automatically nurtured, helping you convert them into engaged prospects without manual effort.