Creating and applying email automation to all users

apmx305
apmx305 Member Posts: 1 VERIFIED MEMBER
5 Up Votes

As I create email automation, there are multiple stages where we engage our clients and therefore multiple automations to be built for each stage. The automations purpose is to keep our clients engaged throughout the entire process.


The issue I have: In order to apply the deal owners email to the automation, I now have to go and build each automation over and over again for each user for our company. Imagine if I had 20, 30, 40 or even 100 users, It would be a nightmare to build the same automation over and over again 20-100 times lol.


Solution: It would be great if I could build the automation and apply the email automation to specific users one time, where the email sent out from the deal/lead owners email, without having to build it over and over for each user.

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Comments

  • Kirsten Tange
    Kirsten Tange Member Posts: 8 VERIFIED MEMBER
    Second Anniversary Photogenic First Comment

    100% agree! This is insane. Automation functionality needs to be handled centrally - otherwise it is really difficult to support from a marketing point of view.

  • JustinGA
    JustinGA Member Posts: 2 NEW MEMBER
    First Comment

    Hello,

    I am having the same issue now. Was this resolved?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,295 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary

    Hi @JustinGA there is an alternative way of achieving this, the admin user can duplicate whichever automations they need, and after that change their ownership to the end user. Have a look at the demo shown in this thread.