How Do I Compose?

When in the “Compose” screen of your campaign, there are three options that you can use to compose a message.

Option 1: Manually Compose Each Message. Click “Compose” next to an opportunity, then click “Import Template” and “ Preview and Send.” The next screen will show you your message with any personalization fields highlighted in yellow, and give you the option to “Edit”, “Save as a Draft”, or “Send” your message.

Option 2: Preview and Send. Select one, multiple, or even all of the opportunities under your “Compose” screen and select “Preview and Send.” A window will then appear prompting you to view or edit your message prior to hitting the “Send” button. In this screen you can see how future messages to the current opportunity will appear according to your chosen email sequence.

Option 3: Launch Automation Sequence. Select one, multiple, or even all of the opportunities under your “Compose” screen and select “Launch Automation Sequence.” This will instantaneously move all messages to the Outbox without showing any type of preview.

 

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