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. Set-Up

1. Send Email

This allows you to send emails to leads based on the condition satisfied.

  1. After clicking the Add expand icon on the previous card, under Actions, click Messaging, then click Send Email.
  2. On the Choose an Email Template pop-up box, select an existing email template or create a new one.

send email

Email template select

You’ll be directed back to the automation page and the send email action will be visible.

2. 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.


Any Questions?

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