Can I create a workflow rule to send an automatic follow-up emails if response is not received?
Yes, you can create a workflow and define the condition as when a sent email is opened and not replied for the specified number of days.
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Workflow for Emails
Announcement: We have updated the workflow rule automation for emails with the following enhancements and are opening the same in a phased manner. Inclusion of deals module in the outgoing email trigger Addition of new parameters to the outgoing ...
Can I send mass emails from custom modules?
Yes, you can send mass emails from custom modules in the same way as from standard modules like Leads, Contacts, and Deals. To send mass emails from a custom module Go to the module which contains records you want to send mass emails to. Navigate ...
Auto Response Rule for Web Forms
When a business invites enquiries from prospects via their website, the details of these prospects are recorded and tracked within the CRM. The next step is to follow up with these prospects in hopes of closing a sale. While it is indeed important to ...
How do I create a workflow rule for emails?
Workflow for email allows you to automate a set of actions based on incoming and outgoing emails. Based on status of the emails you can create tasks, discontinue email sequence, stop a drip campaign. Read more about the above business cases. To ...
How do I schedule mass emails to be sent at a particular date and time?
Scheduled mass email is available in the Professional, Enterprise, and Ultimate editions. Administrators or users with permission to send mass email can schedule mass emails. You can schedule up to 10 mass emails per module at a time. The available ...