How to set up your prospect pre-tour drip automation

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: 
  1. Set your Action Time to Day 3 or an alternative day of your choice 
  2. Set your Action Type to Send hyMail
  3. Set your Action Item to your desired email to go out first in this drip series
  4. Update to Schedule Response at the desired send time for your email


Email 2: 
  1. Add "+New THEN"
  2. Set your Action Time to Day 6 or an alternative day of your choice 
  3. Set your Action Type to Send hyMail
  4. Set your Action Item to your desired email to go out first in this drip series
  5. Update to Schedule Response at the desired send time for your email


Email 3: 
  1. Add "+New THEN"
  2. Set your Action Time to Day 9 or an alternative day of your choice 
  3. Set your Action Type to Send hyMail
  4. Set your Action Item to your desired email to go out first in this drip series
  5. 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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