Connect & Convert Basic How-To

1. Click On "Lead Management" on the navigation bar.
2. Click "Connect & Convert Basic" from the options screen.
   
   
   
   
3. Click "New Automatic Email Follow Up" Or click on the pen to edit an existing email.
   
   
   
4. Select Status - Leave as new
5. Select Program - Leave blank unless you want the emails to send to leads that filled out the lead form on a specific program page.
6. Select Landing Page - Leave blank unless you have our Landing Page product enabled in your account.
7. Subject - Subject line for the email.
8. Message - This is where you'll type to message to your email.
9. Days - Type in a number. This will trigger the email to send "x" amount of days after the lead comes in. Type "0" for it to send immediately. 
10. Click Save.