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Capture & Manage Leads

Add An Automated Response

Learn how to add an automatic email response to new lead submissions.

Written By Isaac Buchanan

Last updated 6 days ago

To share more information or give your leads offers or new actions to take when they submit their information with your business, it's possible to setup an automated response.

This is part of the notifications system you should familiarise yourself with.

To setup an automated email response:

  1. Navigate to Settings > General > Automation

  2. Find the trigger for New Lead and ensure it's switched on

  3. Click Edit to change the content

  4. After finalising the content be sure to click Save

Leads will only receive the email if they Opt In to receive email communication. This is in line with best practices of only sending communication on the channels and for the content a user requests. This leads to higher engagement rates of the content you do send.

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