Automation in the Accountable CRM process and system operates automatically, boosting efficiency and allowing users to focus on strategic activities while maintaining high levels of customer engagement. This reduces the time spent on routine tasks and enhances the user experience.
Steps To Create Automation:
In the top navigation bar, click Marketing and select Automation in the sub-navigation menu.
In Automation, click New Automation to create a new automation.
In the popup, give it an automation name, select or create a folder, and click Save.
Click Add trigger to add a new trigger, and after adding the trigger. Click the Add button.
Click the Plus icon, To create an automation action, select the option in the popup.
For example, select Send Email to Contact, enter the details, and click Add.
Click Save Automation in the top right corner.
Toggle the inactive button to activate it.
When a contact is added to the "Mortgage" tag, it triggers an automatic email to be sent to that contact.
You can easily add another automation trigger by clicking Add Trigger.
If you want to deactivate the automation, simply toggle the status button, and it will deactivate. You can click the clone button to duplicate the automation, the pencil icon to edit it, and the trash icon to delete it.
If you have any issues using a contact filter or would like to ask questions regarding follow-ups, please let us know using our Coach-on-Call feature.
- Accountable Support