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Lead Automation Actions – Messaging
1. Feature Overview
Automate the entire process of contacting your leads!
Send emails and SMS to leads at the opportune moment. For example,
- Send a warm welcome message when a lead signs up on your website.
- A nurturing email to engage a lead who visited a pricing page.
- A thank you note after you’ve made a sale.
- Send an automated email on special occasions/holidays.
- And lots more…
2. Send Email
This allows you to send emails to leads based on the condition satisfied.
- After clicking the Add
icon on the previous card, under Actions, click Messaging, then click Send Email. - On the Choose an Email Template pop-up box, select an existing email template or create a new one.
You’ll be directed back to the automation page and the send email action will be visible.
You can rename your Send Email cards with custom, human-readable labels instead of auto-generated names like “SendEmail2”.
Note:
- You can rename a card only while the automation is in draft state. Published automations cannot be renamed.
- The new name takes effect after the automation is republished, and end users see it on their next page load.
- Name history is not retained. If you rename a card more than once before saving, only the most recent name is kept.
3. Send Opt-in Email
Email Opt-in settings help protect your lead’s privacy rights. By combining these settings with the email opt-in automation action, enable leads to choose whether or not they want to receive emails from your organization. To know more, refer to Data Protection and Privacy Settings.
4. Send SMS
Sending SMS through automation required you to first install and configure an SMS connector. See How to Send SMS using Automation, for all the details.
5. WhatsApp
To send automated WhatsApp messages to your leads, refer to Send WhatsApp messages using Automations.
6. Troubleshooting
Issue: Appointment times vary between text reminders and email reminders for users in different time zones.
Example:
Text Reminder
Email Reminder
Root Cause:
This discrepancy occurs due to expected platform behaviour:
- Email Reminders: The “Send Email” card loads the appointment or DateTime values statically based on the company’s time zone set in the “Company Profile” settings. As a result, email reminders reflect the time according to the company’s time zone.
- Text Reminders: The “Send Text” card dynamically pulls data from the LeadSquared database. The DateTime values are updated based on the user’s time zone, as the telephony connector maps the DateTime according to user-specific data.
Solution:
Enable the ‘Enable Automation Mail Merge as per ‘From’ User’s Time Zone in Email Cards’ advanced configuration settings shown below. If you can’t find the setting, contact us at support@leadsquared.com.
FAQs
1. Can I view a report of the emails sent through my automations?
Yes. If you have a published automation that contains a Send Email action, you can view its email analytics from the Manage Automations page. To view the email report for an automation:
- Navigate to Workflow>Automation.
- Hover your cursor over the settings icon next to the published automation, and click View Email Report.
Any Questions?
Was this article helpful? Leave us a comment and let us know.
Is it possible to send the SMS and email simultaneously rather than sequentially? Currently, if a lead does not have a phone number, the SMS fails to send, and the email is not triggered either. Ideally, both should be sent independently so that the email is delivered even if the phone number is unavailable.
Hi. You can use the IF/ELSE condition to trigger both the SMS and Email action cards simultaneously, instead of configuring them sequentially. This way, even if the SMS fails because the lead’s phone number is unavailable, the email can still be triggered independently.
Hi, Thanks. How do i add two cards under ‘Else’? i am only able to add one card.
Since you’ve added the send SMS card, click the red Plus (+) icon under the Else card one more time. You should be able to select the next card.
Thanks Zaid, that was helpful 🙂