Centra HUB CRM Autoresponders tools are designed to help them engage better with your contacts. Autoresponders help you to send automated messages based on contact activities. You can automate emails or messages such as welcome messages, sending training series, appointments, and more. Autoresponders are set in the Centra HUB CRM by using workflow. Here you will create automated emails.
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Specify the name of the Workflow to be automated.(In this case, it is Scheduling mass Email)
Refers to the Module to which WorkFlow has to be linked.
Refers to the condition on which the WorkFlow has to be automated. (To Schedule Mass Mail on a Periodic basis, Select the Periodic option and Define Frequency template on a periodic basis).
Refers to the priority of execution of WorkFlow, if there are other WorkFlows linked to the same Module.
( If Priority =1, then that WorkFlow is automated first).
(If Priority =2, then that WorkFlow is automated on the second basis with respect to that Module)
Note: Like ways, Priority can be assigned to WorkFlow.
Select the email template from the drop-down list.
Enter the recipient type and recipients to whom you to send the email.
Select the email address from the drop-down list.
From the drop-down list select the email field
Enter the email address to whom the email should trigger.