Workflows help you automate the process of sending emails. For instance, you can send automated thank-you emails to the leads generated through your website.
Follow these steps to send an email considering the example above:
Accessing the workflow page:- Click the User Menu on the top right corner of the screen
- Click the Settings button
- Look for the Automation section
- Select Workflows
- Click the +New Workflow button
- Select the Standard option
Entering the basic information:
- Select the Target Module as Leads
- Enter workflow name, status, etc
Select the workflow trigger:
- Select this Workflow Trigger - Lead creation
Set up the workflow entry criteria:
- Click the +Add Condition button
- Enter the condition - Lead Source is Website by following the steps below -
- Select ‘Lead Source’ from the first drop-down and ‘is’ from the second
- Click on the text area on the right
- Select Raw text from the drop-down
- Click on Select an option
- Choose Website
- Click Save
Set up the action:
- Click the Add Action drop-down
- Select Send Mail
- This opens a window where you must set up the email
- Enter the Action Title
- Enter the following email information
- Specify the From, Reply To, and To addresses, and the email subject
- Embed fields into the email body (if required)
- Merge an email template with the email body (if required)
- Insert documents, links, and signatures into the email body
- Click Save to save the email action
- Click Save to save the workflow
To learn more about the Send Mail action, click
here.