How to automate a simple email sequence | Zapier Tutorial
1.1 هزار بار بازدید -
4 سال پیش
-
Hello, all! Launching an instant
Hello, all! Launching an instant welcome series when you get a new customer shows that you really care about first impressions. So, ready for something super simple? In this tutorial, I'll show you how to use Zapier to automate a simple 3-step Welcome email sequence in Gmail. I'll also show you how to split text with Formatter by Zapier, how to set a delay with Delay by Zapier and how to convert text to HTML.
As a bonus and to further cement your client relationships, you can add an SMS sequence as well. Ask me how in the comments and I might just do a separate Zapier tutorial on that.
Work smarter, not harder!
Chapters:
0:00 Introduction
0:40 Start of the tutorial
1:10 Step 1: Setting up the "New Deal Matching Filter in Pipedrive" trigger for "All won deals"
1:26 Step 2: Setting up the Formatter by Zapier action step to split the first name from the full name (to personalise the emails)
2:17 Step 3: Setting up the Delay by Zapier action step to delay the drip for 1 hour
2:38 Step 4: Setting up the "Send Email in Gmail" action step for Email #1
3:07 Using WordHTML (https://wordhtml.com/) to convert text to HTML to use in your emails
3:36 Step 5: Setting up the Delay by Zapier action step to delay the drip for 3 days
3:58 Step 6: Setting up the "Send Email in Gmail" action step for Email #2
4:09 Step 7: Setting up the Delay by Zapier action step to delay the drip for 1 week
4:13 Step 8: Setting up the "Send Email in Gmail" action step for Email #3
Handy right? If you want a copy of this free Zapier template, then just hit the link below to get it:
https://bit.ly/3nS9bCS
GET MY BOOK - 'Automate It with Zapier' here:
On amazon.com - https://packt.link/F8fFF
On amazon.co.uk - https://packt.link/OjHkH
From the publisher Packt: https://www.packtpub.com/product/auto...
SOLVAA AUTOMATION ACADEMY: I've got some new automation courses. - these are the only courses you will ever need to learn business process automation with Zapier. Don't know what to automate? I'll show you how to create and implement an automation strategy with our unique blueprint. Check out our upcoming cohort schedule here: https://bit.ly/SolvaaAutomationAcadem...
GET OUR FREE EBOOK. Just getting started with Zapier? We’ve created an ebook that will introduce you to the principles of business process automation with Zapier, and how it can help you supercharge your business. Get it now: https://bit.ly/2Hd2sT6
GET OUR FREE CHEATSHEET. We’ve created a handy quick-reference cheatsheet to help you get started with Zapier’s Built-in Helper Apps. It will have you automating your business processes and working smarter, not harder, in no time! So get this FREEBIE now while it’s still available: https://bit.ly/35iCaaD
Don't miss out on our latest automation and business tips and videos. Join our community of automators by signing up for updates here: https://bit.ly/3ihW0YL
Do you need help with your processes or automations? Book a Discovery Call to learn how I can help you achieve your productivity goals: https://bit.ly/2ZlT8CM
How to automate a simple email sequence | Zapier Tutorial
#automation #workflow #nocode #automate #businessautomation #zapier #processautomation #gmail
As a bonus and to further cement your client relationships, you can add an SMS sequence as well. Ask me how in the comments and I might just do a separate Zapier tutorial on that.
Work smarter, not harder!
Chapters:
0:00 Introduction
0:40 Start of the tutorial
1:10 Step 1: Setting up the "New Deal Matching Filter in Pipedrive" trigger for "All won deals"
1:26 Step 2: Setting up the Formatter by Zapier action step to split the first name from the full name (to personalise the emails)
2:17 Step 3: Setting up the Delay by Zapier action step to delay the drip for 1 hour
2:38 Step 4: Setting up the "Send Email in Gmail" action step for Email #1
3:07 Using WordHTML (https://wordhtml.com/) to convert text to HTML to use in your emails
3:36 Step 5: Setting up the Delay by Zapier action step to delay the drip for 3 days
3:58 Step 6: Setting up the "Send Email in Gmail" action step for Email #2
4:09 Step 7: Setting up the Delay by Zapier action step to delay the drip for 1 week
4:13 Step 8: Setting up the "Send Email in Gmail" action step for Email #3
Handy right? If you want a copy of this free Zapier template, then just hit the link below to get it:
https://bit.ly/3nS9bCS
GET MY BOOK - 'Automate It with Zapier' here:
On amazon.com - https://packt.link/F8fFF
On amazon.co.uk - https://packt.link/OjHkH
From the publisher Packt: https://www.packtpub.com/product/auto...
SOLVAA AUTOMATION ACADEMY: I've got some new automation courses. - these are the only courses you will ever need to learn business process automation with Zapier. Don't know what to automate? I'll show you how to create and implement an automation strategy with our unique blueprint. Check out our upcoming cohort schedule here: https://bit.ly/SolvaaAutomationAcadem...
GET OUR FREE EBOOK. Just getting started with Zapier? We’ve created an ebook that will introduce you to the principles of business process automation with Zapier, and how it can help you supercharge your business. Get it now: https://bit.ly/2Hd2sT6
GET OUR FREE CHEATSHEET. We’ve created a handy quick-reference cheatsheet to help you get started with Zapier’s Built-in Helper Apps. It will have you automating your business processes and working smarter, not harder, in no time! So get this FREEBIE now while it’s still available: https://bit.ly/35iCaaD
Don't miss out on our latest automation and business tips and videos. Join our community of automators by signing up for updates here: https://bit.ly/3ihW0YL
Do you need help with your processes or automations? Book a Discovery Call to learn how I can help you achieve your productivity goals: https://bit.ly/2ZlT8CM
How to automate a simple email sequence | Zapier Tutorial
#automation #workflow #nocode #automate #businessautomation #zapier #processautomation #gmail
4 سال پیش
در تاریخ 1399/07/25 منتشر شده
است.
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