In AccountableCRM, you can automate personalized email communications based on a contact’s assigned Team Title. This helps ensure that the right team or department sends relevant messages to their assigned contacts saving time, maintaining consistency, and improving lead engagement.
By setting up an Email Action in Automation based on Team Title, you can:
Automatically trigger emails from specific teams.
Customize communication for different departments.
Maintain better workflow alignment within your organization.
Steps to Create an Email Action in Automation:
From the top navigation bar, please select Admin.
On the Company page, click on Marketing.
Within the Marketing section, navigate to the Automation tab.
On the Automation page, click the New Automation button to begin.
Enter a name for your automation and click Save.
Click the Add Trigger button.
Select one or more Transaction Triggers based on your requirements.
Once you add the transaction trigger, Click Save.
Next, click the plus (+) icon to add an action. From the available actions, select "Send Email to Contact."
In the modal popup, select the email template. By default, the email template will be sent only to the borrower for Transaction related automation to Mortgage users alone.
If you want to customize the recipients, toggle "Send by Contact's Title Specific" from Off to On, then select the desired title and corresponding email templates.
To add more titles and templates, click Add More.
Finally, click Add to apply the changes.
Switch the toggle from Inactive to Active to enable the automation.
And click Save to apply and store your automation.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support