How To Set Up A Follow Up System For My Customers. Part 2
Sign up for it to check it out. What makes this powerful as it allows you to create automation attached to a CRM. So you can input a person into it then you can in its simplest form send out emails to this person constantly and it can tell what they have done with the email EG: opened or not.
Once you have your account, head to Lists at the top. You want to create a list that when a person is added to it it will trigger the automaton. So Scroll down to the bottom and select add new list. Name it New Customer Follow Up for example and enter the other details it requires.
Then head to Automation at the top. And then create new automaton on the right top. For your simple email follow up you are going to tell the automation when to kick into effect for example when a contact subscribes to a list (the one we crated above)
Okay then you can add actions. The two you want to get familiar with first are send email and wait items. Lay it out so it goes how you like eg send email – wait 7 days – send email – wait 7 days. etc. Then fill in the emails to send. You can use smart links it here like Hi [first name].
Then you just need to create contacts and add them to the list specified for the automation to start!