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Cooler Event Sequencer™
The Cooler Event Sequencer™ enables subscribers to pre-program sequences of emails. For example:
Day 1: Thank you for meeting...
Day 7: One week follow-up...
Day 21: Three week follow-up with special offer...
Basically, here's how it works:
After logging in, go to Master CRM > Utilities > Define Event Sequences where you can set up a series of emails, each defined by the number of days' delay before the next email is delivered. Once you have defined an Event Sequence, you can apply it to any or all of your contacts. Here are just a few examples of how the Cooler Event Sequencer is making business communication cooler:
- Dentists can schedule automatic 6-month check-up reminder emails for their patients.
- Veterinarians can set up one series of emails for their clients who own dogs and another series of emails for clients who own cats.
- Car dealerships can set-up one series of emails for clients who have purchased new cars with prescribed maintenance check-ups at certain points in time (e.g., initial six month check-up) and another series of emails for clients with leases (e.g., your lease term is set to expire in 3 months---please stop in so we can renew the lease).
To take advantage of Cooler Event Sequencer, simply choose a sequence for one of your contacts and click the "Assign" button and - viola - all of the pre-programmed emails in the chosen sequence will show up in the contact's Pending Events list and be delivered automatically!
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