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.
TABLE OF CONTENTS
- Create Automated Form Submission Email Follow-up
- Create Automated Form Submission SMS Follow-up
Create Automated Form Submission Email Follow-up
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!
- Navigate to Automation.
- Click Create Workflow > Select a Recipe.
- Select the recipe Email Drip Sequence.
- Add the trigger Form Submitted: Click Add filter, choose Form is, select the relevant form, then click Save.
- Edit the email actions by customizing the subject, message content, attachments, and other details. Then click Save Action.
- Click Publish.
- Click Save.
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Now that you've automated your email follow-up, next you can explore how SMS can add an extra layer of personalized engagement!
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:
- Navigate to Automation.
- Click Create Workflow > Select Start from scratch.
- Add the trigger Form Submitted: Click Add filter, choose Form is, select the desired form, and click Save.
- Add the Send SMS action.
- Write your engaging message clearly and succinctly, then click Save Action.
- Add the Drip action BEFORE your Send SMS action.
- Set your batch size to 100. Choose the drip interval as every 1 day. Click Save Action.
- Click Publish.
- Click Save.
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Great job! Next, you might consider checking out additional workflow actions to further streamline your processes.