Automation and adaptive sequences
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|Enabled for||Public preview||Early access||General availability|
|Users by admins, makers, or analysts||-||-||Apr 10, 2021|
Today, sellers are required to check the customer status and accordingly decide on the next task to perform, create a new email task, edit the email with the relevant information, send it to the customer and wait for a response. This process can be automated and will require explicit action from the seller when needed, so they are able to spend their spare time closing other business opportunities.
Sequence automation: Execute activities automatically without requiring seller intervention, such as automatically sending emails when email activity is the next step in the sequence.
- Adding email automation support.
- Personalization email template to send from the seller account.
Sequence forks: Reactive sequences that can smartly pick the next step based on external or internal triggers.
- Adding listener for email engagement: email open, email link click, attachment viewed, and sentiment.
- Adding listener for phone or meeting conversation: sentiment, keyword, competitor, mentioned, and more.
This functionality might require a separate add-in license. Please see plan comparisons for more information.
Adaptive sequences (docs)