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Connect & Convert Basic How-To
- Click On "Lead Management" on the navigation bar.
- Click "Connect & Convert Basic" from the options screen.
- Click "New Automatic Email Follow Up" Or click on the pen to edit an existing email.
- Select Status - Leave as new
- Select Program - Leave blank unless you want the emails to send to leads that filled out the lead form on a specific program page.
- Select Landing Page - Leave blank unless you have our Landing Page product enabled in your account.
- Subject - Subject line for the email.
- Message - This is where you'll type to message to your email.
- 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.
- Click Save.