Email sequence for inactive Clients
Hello friends, I need your help to create an email sequence.
The context is the following. For Organizations that have not won a deal in the last 30 days, I place the organization label "inactive customer". In this case I would like to send an email from the organization owner's mailbox to one of the people linked to the organization. Is it possible?
Greetings!
Answers
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Hi @Dario.Meridiano I forwarded your question to a member of our support team, they will have a look and get back to you soon on this thread.
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Hi @Dario.Meridiano,
This may not be possible to set up fully if you need the automation trigger to be "organization updated." This is because an organization can potentially have multiple contact people linked, so in the setup, you would need to tell the automation who exactly you want the email to be sent to. Unfortunately, our automations don't offer the option to select just one of the linked users, you would need to add the contact by exact name which would not work (As the automation would send an email to the same contact each time it's triggered).
However, do you think you could make this process work with a person trigger? (Meaning you would label the contact person instead of the organization.) If you are able to, you could setup an automation with a person trigger for "person updated" and then set the condition to be "Label has changed to inactive customer" then the automation will send an email to this contact person! Like this-
I hope this helps!
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