Intermediate 4 min read
Getting Started - Automatic Email and SMS Followup
Never let another lead go cold. Set up multi-channel nurturing workflows that trigger instantly upon form submission.
1. Create a New Workflow in Automations
Go to Automations > Workflows > 'Create Workflow'. Select 'Form Submitted' as your primary enrollment trigger.
2. Add Immediate 60-Second SMS Greeting
Insert an SMS node that says: 'Hi {{contact.first_name}}, thanks for checking out Webigo AI! What questions can we help answer?'
3. Add Time Delays and Conditional Checks
Add a 'Wait 24 Hours' node followed by an 'If Contact Replied' conditional branch. If no reply, send a follow-up email with client case studies.
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