In this article, you will learn more about the Send Email action.
In this article, you will learn more about the Send Email action.
This action will allow you to send followup emails with your leads.
What you will need:
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A workflow
Part 1: Adding the Send Email action
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Click on the “Add your first action” button and select the first action “Send Email”.
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The Send Email action settings will show up. Edit this as needed.
Note: if you need to add a trigger to this workflow, do that first. If you will be manually adding your leads to this workflow then a trigger will be unnecessary.
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Once you have all the fields filled out, click on Save Action.
Note: If you want to send additional follow-up emails, it is suggested that you add a Wait step in between the Send Email action steps to give time between emails. You can add minutes, hours, or days.
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Once your workflow is ready, place it on Publish mode, and save.