Earlier, editing and previewing Email/SMS within the Intake Form Stage before triggering automation was not possible. Now, this enhancement allows users to customize email/SMS when triggering Intake Form Stage Automation, offering greater control and personalization.
Use Case:Â Ability to customize email/SMS while triggering the Intake Form Stage Automation.
To View the Enhancement:
- Navigate to the Pipeline’s Module.
- Then select the three dots present in the top right corner.
- Next, From the drop-down , select Automation.
- Click on Add New Automation Stage.
- Now you can edit and add the text body according to your needs.
- Insert Tags if you want to fetch the data.
- Once triggered the you will receive an email as shown in the image above.
Customize Templates:
You can also add customized templates and will receive the same via email as shown in the image above.
- In Intake Form Stage, you will be able to edit and insert intake form URL tag for both text and email.
- Hit save.
- You can also preview the form you have selected before clicking submit.
