• A lot of the emails that come preconfigured have automation already enabled inside of them. And what automation allows is that when somebody does an action, they are changed to a particular stage. For example when one of your LPs signs the PACT they are moved to the 'Pact Signed [Hold]' stage.
• Email templates are set up for every pipeline, and some of the email templates have automation enabled. Anything that is of a type of URL variable will automatically show up at the bottom of the email template overview in the 'AUTOMATION LINKS' section.
• So for example whatever content is replaced for [global.vclab_url] If somebody clicks on it they will be automatically moved to the stage that is selected in the drop-down menu called 'change stage on click' or not if you choose '==Do Nothing=='.
• To test things you can:
• 1. Add yourself as a prospect in the pipeline of your choosing
• 2. Then send the email template in which you have set up the email automation.
• 3. Once you receive the email, open it and make sure to open the link from the email in an incognito window.
• 4. Go back to Hub, refresh the screen, and see that the prospect has moved to the stage that you selected it to be automated.
Here is a video tutorial about email automation:
https://www.loom.com/share/d651abadc67b4e33a2931213473d3678
A lot of the emails that come preconfigured have automation already enabled inside of them. And what automation allows is that when somebody does an action, they are changed to a particular stage. For example when one of your LPs signs the PACT they are moved to the 'Pact Signed [Hold]' stage.
Email templates are set up for every pipeline, and some of the email templates have automation enabled. Anything that is of a type of URL variable will automatically show up at the bottom of the email template overview in the 'AUTOMATION LINKS' section.
So for example whatever content is replaced for [global.vclab_url] If somebody clicks on it they will be automatically moved to the stage that is selected in the drop-down menu called 'change stage on click' or not if you choose '==Do Nothing=='.
To test things you can:
1. Add yourself as a prospect in the pipeline of your choosing
2. Then send the email template in which you have set up the email automation.
3. Once you receive the email, open it and make sure to open the link from the email in an incognito window.
4. Go back to Hub, refresh the screen, and see that the prospect has moved to the stage that you selected it to be automated.
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