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Incomplete Inquiry Follow-up Automation

The Incomplete Inquiry automation handles form submissions that lack essential contact information, attempting to complete the lead profile through available channels.

Overview​

Purpose: Complete missing lead information to enable proper follow-up.

Trigger: Form submission with incomplete required fields.

Channels: Email (if available), remarketing, live chat prompts.

Setup Instructions​

  1. Navigate to Automations in your SendSquared dashboard
  2. Click + Create New Automation
  3. Select Incomplete Submission from the template library
  4. Configure the automation with the following nodes:

Step 1: Configure Missing Field Detection​

  1. Select the Form Submission trigger
  2. Set conditions for missing fields:
    • No phone number
    • No email address
    • Invalid email format
    • Missing arrival/departure dates

Step 2: Determine Available Contact Methods​

  1. Add Conditional branching:
    • Has Email: Send completion request
    • Has Phone: Send SMS prompt
    • No Contact: Use remarketing/cookies
    • Return Visitor: Use chat popup

Step 3: Create Progressive Requests​

  1. Add multi-step approach:
    • Immediate automated response
    • 24-hour follow-up
    • Alternative form/method offer

Email Template (When Email Available)​

Subject: Quick question about your vacation rental inquiry

Hi there,

Thanks for your interest in staying with us! I noticed your inquiry form was missing some information I need to help you:

Missing Information:
- Phone number (for quick questions)
- Specific travel dates
- Number of guests

Could you reply to this email with:
1. Your phone number (optional but helpful)
2. When you're looking to travel
3. How many people will be staying

This will help me find the perfect property for your needs and provide an accurate quote.

Can't reply? You can also:
• Complete your request here: [Form Link]
• Text your details to: [Number]
• Call me directly: [Phone]

Looking forward to helping you plan your stay!

Best regards,
[Agent Name]

SMS Template (When Phone Available)​

Hi! You started a property inquiry but we need a few details. Reply with your email & travel dates or call [Phone] to finish booking - [Company Name]

Live Chat Popup Script​

[Triggered after 30 seconds on return visit]

"Hi! I see you inquired about our rentals earlier but missed some info. 
Quick assistance? Just let me know your:
• Email or phone
• Travel dates
• Guest count

Or click here to complete: [Link]"

Exit Intent Popup​

Wait! Before you go...

Complete your rental search:
• Enter your email
• Get instant property matches
• Receive special offers

[Quick Form: Email, Dates, Guests]
[Submit Button]

No spam, just vacation properties

Follow-up Sequence​

Day 1: Initial Attempt​

Email (if available): "We need just a few more details..."
SMS (if available): "Complete your rental inquiry..."
Website: Exit intent popup on return

Day 2: Persistence Check​

Email: "Last chance to complete your inquiry"
Remarketing: Property ads with "Complete Your Search" CTA
Alternative: Simplified one-field form

Day 3: Final Outreach​

Email: "Here's an alternative way to reach us..."
Offer:
• Direct agent call
• SMS conversation
• Social media DM
• Live chat

Alternative Collection Methods​

Simplified Forms​

One-Step Form:
"Just your email - we'll call you about the rest"
[Email field only]
[Submit]

Social Proof Prompt​

"Join [X] satisfied guests - complete your inquiry"
• [X]% response rate within 4 hours
• [X] properties matched daily
• [X] satisfied guests

[Complete Form]

Best Practices​

  • Keep requests simple and specific
  • Offer multiple ways to provide information
  • Use progressive profiling (start with minimum)
  • Respect privacy boundaries
  • Set limits on follow-up attempts
  • Track which completion methods work best
  • Maintain positive, helpful tone

Data Completion Priority​

  1. Essential Fields:

    • Email or phone (at least one)
    • Travel dates (even approximate)
    • Guest count

  2. Secondary Fields:

    • Specific property preferences
    • Budget range
    • Special requirements

  3. Nice-to-Have:

    • Full itinerary details
    • Activity interests
    • Previous travel experience

Common Issues and Troubleshooting​

  • Spam filters: Use personal, conversational tone
  • Privacy concerns: Explain why information is needed
  • Form abandonment: Simplify required fields
  • Contact fatigue: Limit to 3 attempts max

Measuring Success​

Track these metrics:

  • Completion rate by missing field type
  • Most effective completion channel
  • Time to completion
  • Conversion rate after completion
  • ROI of completion efforts