Emails to be sent out automatically

Jacob P. shared this question 2 days ago
Awaiting Reply

Aloha,

Attached below is the photo of the emails I’d like to have sent out three days before, a day before and a thank you / follow up from their event. Please let me know how this could be done and if you need any more specifications.

Thank you!

Comments (3)

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I kind of want it to be automated

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Create filters for leads that match the occasion you want them to send. And then build an automation for each.

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There is currently a "Customer - Thank You" email that will send out 1 day after the lead goes into Complete status. This can be used to send the Google Reviews link.

For the event reminder email 1 and 3 days before the event. Are you wanting this to go out only for Confirmed status leads?

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