Step by step
Pick a campaign and open email automation
In the campaign you want, click "Email automation".
Click "Create new automation".
Name the automation:
Give it a name that tells you what it does.
Choose a trigger:
Next you pick what sets the automation off:
Status change:
Whenever a lead moves from "starting status" to "target status", this email goes out.
Example: whenever a lead is dragged from "Any (any status)" to "Rejected", send the rejection email.
New lead:
Whenever a new lead comes into the campaign, the notification email goes to the client.
Lead deleted:
Whenever a lead is deleted from the campaign, send an email.
In status for:
When a lead has sat in a given status for longer than "XX" seconds, minutes, hours or days, send an email.
Set the sender email
By default that’s our [email protected].
Choose the recipients
Decide who gets the email:
Your agency address
Team member addresses
Client addresses
The address of the lead that triggered the automation
You can also add addresses in Cc if you want. ✉️
Write the subject line
Enter the subject of your email. 📬
Write the email
Type your text into the editor. You can also drop in HTML if you want.
Use variables to personalise the email.
Vary the font size and use the usual formatting like bold and italics. ✍️
Save and test the automation
Save the automation.
Test it by putting your own email address in as the recipient, so you know everything works as it should. ✔️