Setting Up Automated Email and SMS Follow-ups

Introduction

Automated email and SMS follow-ups help you nurture leads efficiently without manual effort. By setting up workflows triggered by form submissions, you can maintain consistent communication, improve engagement, and increase conversion rates. This guide walks you through creating both email and SMS drip campaigns.

Create an Automated Email Follow-up Workflow

Automated email sequences ensure timely responses to new leads, helping build relationships and move prospects through your funnel.

Steps to Set Up Email Follow-up

1. Go to Automation in your CRM.
2. Click Create Workflow, then choose Select a Recipe.
3. Select the Email Drip Sequence recipe.
4. Add the Form Submitted trigger: click Add filter, choose Form is, pick your form, and click Save.
5. Customize each email action with your subject, message, attachments, and other details, then click Save Action.
6. Click Publish, then Save to activate the workflow.

Create an Automated SMS Follow-up Workflow

SMS messages offer immediate engagement, complementing your email efforts. Setting up an SMS drip campaign helps you reach leads quickly and personally.

Steps to Set Up SMS Follow-up

1. Navigate to Automation.
2. Click Create Workflow and choose Start from scratch.
3. Add the Form Submitted trigger: click Add filter, select Form is, choose your form, and click Save.
4. Add a Drip action before the SMS step. Set the batch size to 100 and the interval to every 1 day, then click Save Action.
5. Add a Send SMS action, write your message, and click Save Action.
6. Click Publish, then Save to enable the workflow.

Next Steps

With your automated follow-ups in place, explore other workflow actions to further optimize your lead nurturing and sales processes.