Access Applications Menu
Hover over the navigation bar to the left of the dashboard and select ‘Deals’.
Step-By-Step Guide to Creating Email Automation for Your Sales Pipeline
This guide provides instructions to help you create an email automation for your sales pipeline using the Deal Automations feature in the Deals application.
1. Access Deal Automations:
Navigate to the 'My Deals' tab within the Deals application and click on the 'Deal Automations' button in the top-right corner.
2. Choose Automation Stage:
Decide on the appropriate stage for your automation. Click on '+ Add Deal Automation' under the chosen stage.
3. Select Email Automation:
In the menu that appears, select 'Email'. An empty email form with various prompts for text entries will show up.
4. Input Email Information:
Fill in the required fields in the email form. Here's what you need to enter into each of them:
From - Select the email address you'd like to use to send this email.
Subject - This is the subject line of your email as it will appear to the recipient.
Message - This is where you input the text that you intend to send to your clients. As you enter text, a preview will appear on the right showing what your message will look like to the recipient.
Attachments - If there is anything you wish to attach to the email template, click on the 'Attach' button located at the bottom of the Message area. This will open the file explorer where you can select the attachment from anywhere on your computer.
5. Apply Personalization Options:
This feature allows you to auto-inject data specific to each client into your templates. After selecting a personalization option, you'll see the corresponding code within your message field. When the email is sent, this code will be replaced with the relevant information for each recipient.
6. Set Action Delay:
By default, automation will occur immediately after a deal card is dropped into the stage. However, you can delay this automation by adjusting the settings in this menu.
7. Complete Automation Setup:
Once you're satisfied with all your settings, click 'Continue' at the top-right corner to complete the automation setup.
Using Multiple Automation Steps
Be aware of your delays when adding more than one automation to ensure that you don't accidentally cause actions to overlap. Actions that are triggered by automation cannot be reversed. Therefore, consider the sequence carefully when setting up multiple automation steps.
Note: For the email automation to trigger properly, you must have a Person contact record associated with the deal. The Person contact record also needs to have an email address, as that's where the email will be sent.