Sales Engagement Threading: Pre-Event Email Series

You’re having an event soon and want to provide valuable information to leads who will be attending. With our new sales engagement threading feature, it’s easier than ever to ensure you create a follow-up flow without clogging up your contact’s inbox. And at any time, if the contact responds directly, they’ll leave the automation and be talking directly to their deal owner on your team.

This automation sends out a series of 1:1 emails to your lead attending your event. Because they’re all in the same thread, the emails will just be sent as responses to each other. Before importing, set up your system for tracking event attendees.

Here’s how Sales Engagement Threading: Pre-Event Email Series works:

1. This automation is triggered when a contact is tagged as attending your event.
2. They are then sent the first email in your series.
3. They’ll wait for five days at a wait step before moving on.
4. The contact will arrive at an If/Else action, checking if they have clicked on a link or responded to the previous email. If they have, they’ll exit the automation. If they haven’t, they’ll continue on.
5. The contact is sent your second email in the series.
6. They’ll wait for five days at a wait step before moving on.
7. The contact will arrive at an If/Else action, checking if they have clicked on a link or responded to the previous email. If they have, they’ll exit the automation. If they haven’t, they’ll continue on.
8. The contact is sent your third email in the series.
9. They’ll wait for five days at a wait step before moving on.
10. The contact will arrive at an If/Else action, checking if they have clicked on a link or responded to the previous email. If they have, they’ll exit the automation. If they haven’t, they’ll continue on.
11. The contact is sent your final email in the series.
12. The contact exits the automation.

Note: Feel free to adjust the trigger to how you track contacts attending your event.