Email automation from Email Campaign

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With LeadBI you can create an automation from an email campaign sent. Insert the name, the Trigger Email Campaign, the maximum number of times this automation can execute for a contact, the conditions (optional) and continue.

Subsequently, set up the send of email campaign, clicking on Send email and selecting Email Content Type > Template Email.

You can set up a condition and wait for email click from the user within 8 days clicking on Wait for.

Now, if the user clicks your email campaign within 8 days, decide to assign tag to lead clicking on actions.

So you have set up your automation!