Automated Quote Email Reminders

Trent S. shared this question 18 hours ago
Need Answer

Hey Community,

I'm working on setting up three separate emails to go out to clients to remind them to book after we have sent out a quote. I only want this sent out to people who have received a quote and have NOT responded at all. My idea was to have these 3 emails go out 3 days after the quote went out, 7 days, and 14 days. If they respond, I do not want the rest of the automation to function for the other days. I am running into trouble trying to set up the correct filters for this automation. I have two examples of how this could go below:

EX1 - No responses

  1. Day 1 - Initial quote email sent out
  2. Day 3 - Still no response, Quote reminder #1 sent out to client
  3. Day 7 - Still no response, Quote reminder #2 sent out to client
  4. Day 14 - Still no response, Final Quote reminder sent out to client


EX 2 - Response midway through automations. Stop future automations

  1. Day 1 - Initial quote email sent out
  2. Day 3 - Still no response, Quote reminder #1 sent out to client
  3. Day 4 - Client responds to the quote but still has questions
  4. Automation for emails 2 & 3 removed

Has anyone done something like this before? Could you help by sharing the filters you used to set this up?

I wanted to set this up based on the date the quote was sent out, and when I reached out to support, they mentioned I should use "email log sent date/time" to reference that they haven't responded. That makes sense to me for day 3 when we want the first email to go out but then I am getting confused on how best to set this up for day 7 and 14.

Any and all help would be greatly appreciated. Thanks so much!

Comments (1)

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Yes, do you have the CRM?

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1

Yes, we have the CRM on our profile.

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