It’s important to provide owners with adequate notice of annual meetings. Use this automation to provide the initial notification and reminders, and track who has received and opened your emails.
Entry Event
Send Email
Automation Goal
Provide owners with notice of annual meetings
How it works
- The owner is added to the automation when the first email is sent to announce the upcoming annual meeting.
- The owner waits in a pause step for 10 days (or whatever time frame you decide).
- The second email is sent to remind owners of the annual meeting.
- The owner waits in a pause step for 10 days (or whatever time frame you decide).
- The third email is sent to remind owners of the annual meeting.
- The owner waits in a Stop step.
Prerequisites
- 1 Regular email design
- 2 Automated API email designs
Get Started
- Use this template to build the automation in your account.
- Design a Regular email for the first step. Your segment should include all owners.
- Design an Automated API email for each subsequent Send Email step.
- Update the Pause step if you want to use a different time frame between each email that is sent.
Pro Tips
- Add as many Send Email and Pause steps as you want. There is no limit on the number of emails in a series.
- Always have a Pause step after each Send Email step to ensure that multiple emails are not immediately sent to your owners.
- Collect your owners in a Stop step at the end of the automation. This gives you the ability to extend the automation at a later date, if desired.
- Still need assistance? Contact our team for help.
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