Automations: Sending an Email as an Action

BoothBook

Last Update vor einem Jahr

BoothBook allows you to configure actions that will cause an email to send based on options and triggers that you choose.


These could be a simple as a follow up email to a lead or booking, or as complex as an email that only sends based on certain conditions

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For the purpose of this article we'll be using a lead as an example and sending them an email after checking a date.


1. Create an Automation


Head to Configuration (cog icon) on the tool bar on the left > Automations > Create Automation.


  • Turn on the automation with the switch in the corner.
  • Name the Automation.


2. Select a Trigger


Finally select the Trigger of When a new lead is created. That means anytime you add a lead or the customer checks a date with the lead widget and email address enabled or the lead widget it will trigger.

3. Configure the Schedule


For our Basic, Pro & Enterprise Users you can add a schedule.

  • Scroll down to the Schedule section.
  • Click Add a Schedule.
  • Set it for 30 Minutes After. Choose the drop-down for Send Anytime.

We give it a scheduled delay so that the conditions will be able to check and see if they have booked.


4. Add the Conditions


For our Basic, Pro & Enterprise Users you can add a conditional set.

  • Scroll down to Conditions section.
  • Click Add a condition set.
  • Select Match any condition below.
  • Click the button for Add new condition.
  • From the drop-down select Lead converted to a booking and select False. This will stop the lead from going to Mailchimp if they have become a booking/customer.

Optionally if you have your Event Types set up for leads (https://boothbook.freshdesk.com/a/solutions/articles/43000024647) you can sort your Leads into different lists/audiences and do different emails and drip campaigns.

  • Click Add new condition and
  • select if Event Type is any of and
  • choose the event type you want to target.

5. Create the Action


  • Scroll down to Action section.
  • Click Add an action.
  • Select Send Email.
  • Choose Client Email for the to field.
  • You can also free type an email address if you want to send the lead to an outside sales rep or such.
  • Type your subject and message. You can use Variables in both sections.
  • Click Save.

6. What's next?


There are so many more options for emails based on many more conditions.


For example: send emails for template design to your graphic designer, remind a customer to sign the contract, remind a customer to fill out webforms if not completed. 

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