How do I schedule different Leads to send emails on different date ?
When you want to schedule emails to go on pre-determined date for individual leads so that all leads won't be scheduled on single day.
Knowledge Base for 7Targets AI Sales Assistant aka Virtual Sales Assistant
This came as a request from one of our long time customers.
They wanted to send a different email sequence when lead opens an email.
Here is a preference setting that can make this happen. Select the new sequence to be used when an email is opened. If the existing sequence is different that specified in the preference then the lead would be put on this new preferred sequence.
To avoid sending duplicate emails, the preferred sequence and existing sequence is checked. If it is same then this preference does not come in effect.
Below are the steps to use this feature.
This is Assistant specific preference. So open the preference page and go to the preference show in below image.
Select the sequence you want. If it is left empty then this preference does not apply, which is the default behavior too.
Remember to save after change.
If this preference is not set, then the next email in current sequence is sent irrespective of whether the email is read or not.
Cold lead will become Engaged and then Warm based on number of emails opened by the lead.
If you have any further doubts, you can directly mail us at support@7targets.com.