Email sequences
Hello - is there a way to add leads to an email sequence so that they get emails in a drip. I see the email campaigns but I that seems to be a one-off thing, not an automated series.
Also, what is the difference between email campaign and automated email campaign pages? Both seem the same, unless I'm missing something.
Answers
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Hi Sri, you need the automated email campaign to drip them. Create the emails, then go to automations->templates tab->campaigns. There's a template in there for creating a drip sequence. Or you can just build you own automation out.
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Yes, you can set that up under automation.
- Configure a trigger e.g Contact enters a deal stage, or contact field update
- Then you can sent emails, add a delay add another email to send.
Unfortunately, there are limited steps allowed so if you have a longer drip you need to create multiple shorter ones and move contacts through that.
One issue that I just dealing with is how to take folks out of that drip, if you want to.
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