Email automation from Email Campaign

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!

Rate This Article

(0 out of 0 people found this article helpful)