You just had an event and now you want to ensure you follow up with your new leads to keep the excitement and interest going. 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 leads who attended 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 sales pipeline or however you check event attendance.
Here’s how Sales Engagement Threading: Post-Event Deal Outreach works:
1. This automation is triggered when a contact enters your post-event pipeline.
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 that contacts attended your event.
