With the automations, you can personalize your sales funnel and create custom flows tailored to your needs. You can send cold emails, notifications, update prospects in bulk, push changes into the integrated apps, etc. All of that can be done automatically, based on the conditions you set.

Contents

What's an automation

Create a new automation flow

Enrollment strategy

Steps of the automation flow

Automation settings

View options

What's an automation

Automations consist of action steps (emails, notifications, tasks, integration actions, etc.) and building blocks. You can create a simple automation with emails and delays between them, or a sophisticated flow with different types of operations, delays, conditions that split the flow into different paths, and steps to push data into integrated apps.

Prospects enter the automation automatically, based on the rules you set, or you can add them manually. They exit the automation once they went through all the steps, or if they match the exit rules.

Create a new automation flow

Open the Automations page and click + New Automation button to start.

Enrollment strategy

Select how you want to add prospects to this automation flow: manually or automatically, based on a trigger.

Steps of the automation flow

To add a new step, click on a + button, and choose the needed option from the panel on the right.

The steps are divided into three groups by their functions: building blocks, Prospect.io actions, and apps actions (integrations).

Building Blocks

These steps are used between the action steps.

  • Delay - add a delay between your emails, notifications, tasks, etc.
  • Conditions - split the further steps based on the conditions (e.g., send one email if the prospect clicked on a link from an email, and another one if they didn't).
  • Review queue - hold prospects from the next step to manually review them.

Prospect.io Actions

App Actions (integrations)

Push prospect to the apps that you integrated.

Automation settings

Exit strategy

Prospect exit automation when they passed through all steps or when they match at least one of the selected exit rules.

Choose the needed exit rules from the drop-down. Find more info here.

Default sending address

The default sending address is the sender of all emails in the automation.

Sending time

Select the time zone for the automation, days of the week, and the needed time slot for sending emails. More info on the sending time settings.

Send emails as threads

If you want the emails from this automation to be sent in the same thread with the same subject (e.g., Re: Initial email), enable this option.

To use a different subject for every email in the automation, switch the toggle off.

View options

Click + or - to zoom in or zoom out.

Click the Fit to view button to zoom out and fit the whole flow into the screen.

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