Collecting contact information through Salespath and sending to Rinsed CRM

If you’re a Salespath and CRM customer, you have the ability to collect contact information in Salespath to use in your Rinsed CRM marketing campaigns.

How it works

1. You collect a retail customers’ phone numbers in the tunnel as part of your Salespath presentation.
2. Those phone numbers get added to a CRM contact list.
3. We message the customer with a contact form asking for additional information (email, first name, last name) in exchange for a free wash voucher or other discounted offer.
4. When the customer submits the contact form, we update their contact information, so that you can have more detailed and robust data.
5. We give Salespath points to the salesperson who collected the customer’s information.

Step 1: Create a Contact List

• Navigate to the Marketing > Contact list
• Navigate to Actions > New contact list
• Give your Salespath contact list a name

Step 2: Create a Contact Form

• From within your new contact list, navigate to Actions > Add Form to add a contact form to your contact list.
• Fill out the form, then click “Create Contact form” at the bottom of the page

Step 3: Add Templates to Your Contact Form

• You need to add two templates to your contact form:
  1. A Salespath Form Template: This template will be used when sending out the contact form to the phone number that your salesperson collected in Salespath in the tunnel.
  2. A text or email confirmation template: This template will be sent to the customer once they successfully submit the contact form.
• Feel free to customize these templates to your match the language of your brand and your intended campaign.

Step 4: Link Your Contact Form to Your Salespath Presentation

• If you’ve successfully set up your contact list, contact form, and templates, you will see that a “Salespath Reference Code” has been attributed to your contact form. Use this code to reference this contact list in your Salespath presentation.