In this article, you will learn more about the Send Email action.
This action will allow you to send follow-up emails with your leads.
What you will need:
- A workflow
Part 1: Adding the Send Email action
- Click on the “Add your first action” button and select the first action, “Send Email”.
- The Send Email action settings will show up. Edit this as needed.
Note: if you need to add a trigger to this workflow, do that first. If you manually add your leads to this workflow, a trigger will be unnecessary.
- Once you have all the fields filled out, click on Save Action.
Note: If you want to send additional follow-up emails, it is suggested that you add a Wait step in between the Send Email action steps to give time between emails. You can add minutes, hours, or days.
- Once your workflow is ready, save it on Publish mode.