How to set up your prospect pre-tour drip automation
Context
Once you have completed the email copy changes in hyMail for the email you would like to include in your prospect Pre-Tour play it is now time to set up your automation. Typically a prospect pre-tour drip contains 3 emails as you will see in the example below.
Step 1 - Go to Automations Hub
Go to automations => Lifecycle Plays under the property you would like to activate with the Pre-Tour drip.
Step 2 - Add new WHEN for Sub-Status Changed
At the top right corner, select "Add New Artie" using the "+" button.
Then, select the "Sub-status Changed" WHEN.
Step 3 - Edit your new WHEN Sub-status Changed
Find the automation and hover to select edit.
Change the "Select New Sub-Status" field to Active. This will trigger when a prospect becomes an active lead.
Step 4 - Add THENS to send your desired hyMail emails
Email 1:
- Set your Action Time to Day 3 or an alternative day of your choice
- Set your Action Type to Send hyMail
- Set your Action Item to your desired email to go out first in this drip series
- Update to Schedule Response at the desired send time for your email
Email 2:
- Add "+New THEN"
- Set your Action Time to Day 6 or an alternative day of your choice
- Set your Action Type to Send hyMail
- Set your Action Item to your desired email to go out first in this drip series
- Update to Schedule Response at the desired send time for your email
Email 3:
- Add "+New THEN"
- Set your Action Time to Day 9 or an alternative day of your choice
- Set your Action Type to Send hyMail
- Set your Action Item to your desired email to go out first in this drip series
- Update to Schedule Response at the desired send time for your email
Step 5 - Activate & Save
Update the Name of the automation to "Prospect Pre-Tour Drip" or desired name of your choice.
Turn ON the automation.
Save all of your changes.
You have successfully set up your prospect pre-tour drip automation!
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