Automatic Email and SMS Followup

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🔄 Create Automated Form Submission Email Follow-Up

Set up automated email and SMS drip campaigns to nurture 100+ leads over time. Boost your conversion rates by ensuring consistent follow-up without spending your precious time doing it manually.

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Automated email follow-ups can transform your lead nurturing strategy. Think of this as your virtual assistant, handling responses seamlessly so you can focus on growing your business.

Let's dive right in:

1. Navigate to Automation

2. Click Create Workflow > Select a Recipe

3. Select the recipe Email Drip Sequence

4. Add the trigger Form Submitted

5. Click Add filter

6. Choose Form is
7. Select the relevant form

8. Click Save

9. Edit the email actions by customizing:

   • Subject
   • Message content
   • Attachments
   • Other details

   Then click Save Action

10. Click Publish

11. Click Save

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📲 Create Automated Form Submission SMS Follow-Up

Sending SMS follow-ups alongside your emails can greatly enhance your communication effectiveness. With texts typically opened within minutes, this approach ensures you're always top-of-mind.

Here’s how you do it:

1. Navigate to Automation

2. Click Create Workflow > Select Start from scratch

3. Add the trigger Form Submitted

   • Click Add filter
   • Choose Form is
   • Select the desired form
   • Click Save

4. Add the Send SMS action

5. Write your engaging message clearly and succinctly, then click Save Action

6. Add the Drip action BEFORE your Send SMS action

7. Set your batch size to 100 Choose the drip interval as every 1 day Click Save Action

8. Click Publish

9. Click Save

🎉 Great job! Next, you might consider checking out additional workflow actions to further streamline your processes.

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