Automation from New Contact (Added Manually)

With LeadBI you can create and automation starting from a new contact added manually. Insert the name, the Trigger Email Contact (Sent Manually), the maximum number of times this automation can execute for a contact, the conditions (optional) and continue.

 

Subsequently you can set up a if/else condition. Il your contact has visited the website page you add before, so decide to select and action.

 

Now, if the contact has visited the website page, you can send a notification clicking on actions.

 

You can, finally, assign a tag.

So you have set up the automation!

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