4/11/2023 0 Comments Typestatus 2 sms![]() ![]() If you select the anytime option, the message will be sent immediately when all conditions are fulfilled. You can choose an hour from the 24 hours of a day. The same logic applies to the Weekend option. If conditions are fulfilled at the weekend, the message will only be sent on Monday. If you select the Workday option, the system only sends the message on weekdays after all conditions are fulfilled. If you select the Any day option, the message will be sent immediately when all conditions are fulfilled. If you select a day from the dropdown list, the message is sent on the selected day, even if the conditions are fulfilled before. The message will be sent out on the date (day and hour) set here. 2), the message will be sent two days after it was added to the follow-up sequence. If you set the first message and enter a number into this field (e.g. Here you can set how many days should pass between the sendout of the messages. To delete a step, click on the red icon next to it. To change the steps’ position within the follow-up sequence, grab the box and move it upwards or downwards. To modify a step, click on the Wrench icon. To add an item, grab it and move it to the left side. They will be displayed among tasks on the relevant card(s). Clients won’t receive this message.īy adding this item, you can assign tasks automatically to users. One recipient always receives the same version so you can try out different subjects and communication, and you can improve the version that has higher open and click-through rates.īy adding this item, you can send SMS messages automatically to clients’ default mobile numbers.īy adding this item, you can send tasks to your colleagues and remind them about events and tasks in an email message. MiniCRM produces separate statistics on these templates in Email reports.Ī/B templates can be used for more than one step. You can add two email templates (“A” and “B” version). The following items can be added to the follow-up sequence:īy adding this item, you can send email messages to clients’ default email addresses. The contact persons of cards that are already in the selected status/filter won’t receive the messages. Cards belonging to the selected status/filter will get into the follow-up sequence. You can select a particular status or filter. Filter: Messages will be sent to your clients and colleagues, and tasks will be assigned to users based on cards filtered by set filter conditions.Status: Templates will be sent to and tasks will be assigned to cards filtered by a selected status.To create a new follow-up sequence, click on the button. If you have started scheduled sendings and you haven’t filtered by type, they are also displayed on the list of follow-up sequences.įor more information, see: Email sending (mass email) You can filter them by Status ( Active or Inactive) and Type ( Status or Filter) by clicking on an item. To list the active and inactive follow-up sequences of a module, click on Follow-up sequences. Automated Follow-up (email, SMS, task) Listing follow-up sequences ![]()
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