Case 1. Invitation to a webinar
Let’s configure sending a webinar invitation to the subscribers of the selected segment that are specified in the leads. The email is sent to the customer after the status of the lead changes to Processing. We will also set a webinar reminder.
Scenario steps:
- Select a subscriber segment.
- In the Await Status Change trigger, set the change in lead status to Processing.
- In the Await Event block, specify the date when the webinar invitation will be sent.
- In the Email block, configure the sending of the webinar invitation email.
- In the Await Event block, specify the date when the reminder is sent.
- Configure the webinar reminder email to be sent.
Case 2. Feedback after purchase
Let’s configure sending an email asking for feedback after a deal is closed.
Scenario steps:
- Select a subscriber segment.
- In the Await Status Change trigger, set the change in lead status to Won.
- In the Timer block, specify the waiting period of 14 days.
- In the Email block, set up sending an email with a request to leave a review.
Case 3. Golden customer promotion
Let’s configure an email to be sent to customers when the customer type is changed to Gold. In this case, let’s assume that the Customer Type property is added to the Company app page with Bronze, Silver, and Gold values. The email will be sent to the subscriber specified on the company’s page.
- Select a subscriber segment.
- In the Await Field Value trigger, change the Customer Type property of the Company app item to Gold.
- In the Timer block, specify the waiting period of 1 day.
- In the Email block, configure the sending of an email with a promotion for golden clients.
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