Email automation can be used to create email drip campaigns as well as email auto-responders and the like. Simply create a series of email steps in a workflow, attach templates to them, set them to send automatically and add a delay to each step.
1. Navigate to Your Pipeline Settings
To set up a drip campaign, click Settings, then Pipeline Settings in the lefthand sidebar in LeadSimple.
Make sure you are in the correct pipeline using the drop down menu in the top left then either click into one of your stages or add a new one using the + icon.
2. Create Email Steps
Now click the "Email" button to add email steps to the workflow. Add as many email steps as you're planning to use in the workflow.
3. Create Email Templates for each step
Next, you'll need to create email templates for your drip campaign. This can be done on the email templates tab. In this example, we'll create templates for an educational course on hiring a property manager.
NOTE: You can find our educational email drip campaigns in the Library in LeadSimple!
4. Attach Email or SMS templates to a Workflow step
Once you've created your templates, go to one of the email or SMS steps in a given workflow and click on the paper icon to the right of the description.
You can search for and select a template that already exists or create a new one.
5. Add Delays between Emails
Don't forget to add delays between emails to make the emails send out over a certain period of time, and make sure one doesn't get sent out immediately after the previous one.
6. Set Your Emails to send Automatically
Don't forget to set your emails to send automatically! Click the lightning bolt next to the workflow step (it will be colored blue if automatic, grey if manual; the step icon will also have a blue background color).
If selected, the workflow step will be completed automatically once the email or text message is sent out.
The email will be sent out from the user assigned to the lead. Alternatively, you could assign it to a single user all the time even if the user isn't assigned to the lead. Read this article for more details.
The assigned sender's email signature from their profile in LeadSimple will automatically be appended to the end of the email template.
7. Using your Drip Campaign
When you're done, you'll be able to simply put a lead in the "Education" stage and walk away. Provided the lead has an email address, the emails will send out automatically, one after the other based on the delays you've set up.
