How Do I Create A Connect & Convert Basic Email Campaign?

Why should I send Automated Emails?

Automated emails are a game-changer for businesses looking to improve their lead follow-up process. By setting up a sequence of automated emails, businesses can easily stay in touch with leads, provide valuable information, and move them further down the sales funnel. Automated lead follow-up emails can be personalized based on a lead's behavior, interests, and stage in the sales process, which helps to build trust and credibility with the potential customer. Automated lead follow-up emails can also save time and effort, as they can be set up once and then run on autopilot, freeing up sales reps to focus on other tasks. With so much potential to improve lead conversion rates and drive revenue, it's easy to see why businesses are turning to automated emails for their lead follow-up process.

 

Below you have a step-by-step guide on how to create an email campaign for your leads.

  1. Click On "Lead Management" on the navigation bar.
  2. Click "Connect & Convert Basic" from the options screen.

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  3. Click "New Automatic Email Follow Up" Or click on the pen to edit an existing email.
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  4. Select Status - Leave as new
  5. Select Program - Leave blank unless you want the emails to send to leads that filled out the lead form on a specific program page.
  6. Select Landing Page - Leave blank unless you have our Landing Page product enabled in your account.
  7. Subject - Subject line for the email.
  8. Message - This is where you'll type to message to your email.
  9. Days - Type in a number. This will trigger the email to send "x" amount of days after the lead comes in. Type "0" for it to send immediately. 
  10. Click Save.

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