HOW TO PROGRAM A AUTOMATIC EMAIL SENDER HOW TO

Scenario: Sending a reminder email to your sales agent when a deal is stuck in a particular stage for a long time. Lead Property > Territory > is not in > Unassigned

To take care of this criteria, add a condition which says: You may also add a Cc and Bcc address too.Ĭheck the track email check box to track your email opens, clicks and replies.Ĭheck the Include link to unsubscribe option to avoid spamming your leads.Įither Save & Start the workflow immediately or just Save it for now and activate it later.Įmails are sent only to those Leads assigned to an Owner. You may choose to send the email from or to your account’s sales email address or from any other user’s email too. By default, it’s pre-filled with Record Owner. In the overlay that comes up, you can choose the Welcome email template if it has been already saved or create a new one too.Ĭhoose a From and To address. Now choose the an action from the drop-down. Lead Property > Lead stage > is in > Newī. Log in as an Admin > Admin Settings > Workflows > New Workflow.ĭescription: For every new lead from the website, send a welcome email.Įxecution trigger: when record is createdĪ. Scenario: Sending a welcome email to every new lead created via website signup.

HOW TO PROGRAM A AUTOMATIC EMAIL SENDER HOW TO

Let’s look at how to use workflows for one such scenario for, There are numerous scenarios where email automation makes the real difference between closed deals and missed revenues. Send email to your leads (external communication) Automating some mandatory emails like a follow-up email, demo/webinar invite email, internal reminder emails, etc would increase your overall productivity and save your time.

How to program a automatic email sender