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How do I create an Automation to send a "welcome" email to a new lead?
This Event-based Automation will send an Email Template out to newly added Contacts.
Prior to set-up, create an Email Template.
Recipe:
- Choose the "Event based" trigger type
- Select the "Contact" trigger record
- Choose when the record type is "Created"
- Select +Add Condition
- If Type is equal to "Residential Retail" (Workflow Types vary depending on your settings)
- Select +Add Condition again
- If Status is equal to "Lead" (Status names may vary depending on your Workflow)
- Check the radial for "Require all conditions to be true"
- Select +Add Action
- Choose the "Send Email" Action
- Select the appropriate Email Template from the drop-down menu, add your recipients (specifically "Contact"), and then Save
- Save the Rule when you are finished