Automated thank you emails
I would like to have automated thank you emails. I understand it is not possible. Please consider for future development.
Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I understand we can trigger it when a client is moved to WON, but I don't want to do that. I want it sent after the event date.
For example, i book a hotel room on a certain date, but I do not get the thank you email until after I stay there.
Answers
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It can be semi-automated.
Create a filter for all the contacts who need to be contacted today.
Add a custom field that will trigger the email when updated.
Set up a flow which will send an email when the above custom field will be updated.
Or, with Make/Integromat or Zapier, this can be done in a single automation flow.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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