Prospect Automations

This topic has 4 replies, 2 voices, and was last updated 8 years, 4 months ago by Master Toby Milroy.

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- February 16, 2017 at 5:44 PM #1085
  
  TestUser1001
  Participant
  
  When a Prospect comes in through a webform, can an e-mail section be added to their profile showing which Automation E-Mail was sent, sent date, and body of E-Mail
  
  Thanks!
  
  Mike
- February 16, 2017 at 8:04 PM #1086
  
  Master Toby Milroy
  Keymaster
  
  Interestingly….we’ll be rolling out a “notification” system in a few weeks.
  
  You’ll be able to trigger notifications to you (or anyone you like) when “any” message is sent to a prospect or really “any” other automation step.
  
  Stand by, I’ll be sure to let you know when it goes live!
- June 6, 2017 at 5:30 PM #1171
  
  Master Toby Milroy
  Keymaster
  
  Mike,
  
  The “Notification” system in now in production.
  
  You have send “yourself” a message whenever a message goes to a prospect.
  
  I know that’s NOT the answer to this specific question, but a useful tool none the less.
  
  I’ll let you know when the email reporting mechanizms are advanced.
  
  Thanks!
- June 9, 2017 at 7:48 PM #1177
  
  TestUser1001
  Participant
  
  Works great! Thanks!
- June 14, 2017 at 12:56 PM #1181
  
  Master Toby Milroy
  Keymaster
  
  You bet!
  
  Don’t “miss” the fact that you can set these notifications up for anyone in the DBase, or any “other” email you just type in….for example, you may want to notify a fulfillment company to send a letter, or postcard or package etc!!
  
  It’s pretty cool….with some even cool-er stuff to come!!
  
  Glad you like it!
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