Automate outreach using marketing audit report url in workflows

You can now utilise the marketing audit report URL as custom values in workflows to automate personalised outreach.

Key Features

1. Custom values introduced: Prospect web report link and Prospect business name.
2. Available when using the Generate marketing audit report action in workflows.
3. These values can be incorporated in downstream actions such as email and SMS.

Previously, while you could generate audit reports for prospects, including those insights in your outreach wasn’t straightforward.

New Capabilities

Now, you can:

1. Automatically embed the audit report link in your messages.
2. Personalise outreach using the prospect’s business name.
3. Create comprehensive flows from lead capture → audit → outreach.

How to Implement

1. Add the Generate marketing audit report action in your workflow.
2. In a downstream step (email or SMS), insert: Prospect web report link and Prospect business name.
3. Send personalised audit insights automatically.

Please refer to this for setting up prospecting in your sub-account first.

Benefits of This Update

1. Faster and more personalised outreach.
2. Enhanced lead qualification using audit insights.
3. Improved conversion rates from prospect to conversation.

– Thanks, Team Prospecting at Clixio