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LeadManager: How To: Automatically Send An Email To New Leads

TOPICS COVERED IN THIS ARTICLE:

  • How to automatically send an email to new leads via Client Settings
  • How to automatically send an email to new leads via Manage Status

 

 

ENVIRONMENT:

  • LeadManager – Advanced Edition Only

 

STEP BY STEP INSTRUCTIONS:

 

 

Method 1 - Client Settings Page

 

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

Under Preferences, click on Client Settings

 

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Scroll down to the Email, Notification & Calendar Event Settings

 

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Select an email template from the First Assignment Email dropdown.

 

  • The email you select will be sent the first time a lead is assigned to one of your users. This method sends a user-specific email (can include a user's email address, signature, etc.) to your prospect immediately upon lead assignment.

 

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Method 2 - Manage Status Page

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

 

 

 Under Administration, click on Statuses & Actions

 

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Click the "Emails" link to the right of the New Status.

 

 

 

 

Select the Email you want to be automatically sent to new leads and click the Assign

 

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Set Trigger Type to Auto or Both.

 

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This will cause an email to be sent within a few minutes of the lead being added to your LeadManager.

 

  • Note: Since this email could be sent before the lead is assigned to one of your users, the email you select should not contain any user-specific field tags.
  • It should also be noted that if a lead is imported to a different status (as is possible with manual file imports) this email will not be sent.
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