How to send emails using Workflow Automation
Email workflows can be a very powerful tool within the system. By using email templates and workflows you can send an email every time a specific disposition is chosen. This means you can send an automatic email when an appointment or sale is made.
From the Dashboard, click on CRM and select Workflow Automation from the drop down.
In Show Workflow Automation Section, click on Add New Workflow
You will need to configure the following:
- Hunt Stop
- Skip if lead is currently in progress with this Workflow
- After Hours
- Perform Action On
- Campaigns within this Workflow
Click on Apply Changes
After that, you should see more options below on the same page. Scroll down to the Trigger Events section so you can Add an Event. Click on Add Event button.
Another Window will appear, you need to click on Event Type Drop down and select the Event Type you need to add. Here are the Event types you can add; (All events need to be matched in order for the trigger to be activated)
- Term Reason
- Call Type
- Lead Action
- Time Zone
- Call Count
Here's an example of where we add Sale Disposition for the Event
After you added the Events, you also have the option to Edit or Remove the Events.
In Trigger Actions Section, click on Add Action button.
Another Window will appear, you need to click on Action Type Drop down and select the Email option.
- In Action Type drop-down, select Email
- In the Active field drop-down, select Yes
Use Agent email as sender - If this is checked, the system will use agent’s email as the sender when sending emails to lead. If you want to use your email signature, leave this blank.
NOTE: If you need to send emails to your customers, you need to add the email field in Selected Dynamic Emails
If you need to send static emails ONLY, make sure that Selected Dynamic Emails is blank
In the Email field, type in the Email Address of the receiver.
In the CC field, type in the Email Address of the receiver of CC email
In the BCC field, type in the Email Address of the receiver of BCC email
In the Email Template drop down, select the Email Template that you want to send.
Press Save button in the bottom part to save the settings.
Press Apply Changes button in the bottom of the Trigger settings page to save the settings.
Note: You can identify the Trigger Events and Actions if it's Active or Inactive by it's text color. If it's Blue, it means it's Active and if it's Red, it's Inactive.