Prospect Automations

[TestUser1001]

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

[Master Toby Milroy]

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!

 

[Master Toby Milroy]

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!

 

[TestUser1001]

Works great! Thanks!

[Master Toby Milroy]

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!

 

[Author]

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