Wouldn’t it be great when you landed in town for a trade show you’ll be attending, you had meetings booked already? You sure can leveraging our lead-capture forms, email marketing + automation.
- INBOX25 fully connected with CRM (Time - 15 minutes)
- Data modules (Users, Leads or module new leads push to) synced with INBOX25 (Time >15 minutes)
- Landing Page form created, mapped within INBOX25, then tested (Time 1-2 days) with submission alerts configured for employee/s attending the tradeshow
- One (1) Email Template (Time 30 minutes)
Automated Workflow Steps:
- Give your workflow a unique name (i.e Upcoming Tradeshow→ Send email to collect RSVP’s) and ensure you're targeting the appropriate CRM module your designated audience resides in
- For the Automated Condition - Choose ‘Lists’, your intended list and make the operator ‘member of’
- Define your wait connector, or how long you'd like to wait to then alert sales (i.e 5 minutes)
- Setup an automated action, the Send Email. The email template will contain a CTA to RSVP for the event
- Test your workflow on a sample record for final validation
- Voila, launch!