New feature announcement: Automated email sequences for salespeople

Unless you really like sending hundreds or thousands of follow-up emails manually you're going to love this new feature in Close.io: email sequences for salespeople.

Put simply, an email sequence is a series of emails — written in the normal way you write follow-up emails — that are sent to prospects and leads over the course of days or weeks.

 

The Simplest Way to Automate Follow-ups

You've probably heard of drip campaigns, automated emails, or auto-responders. They typically involve dedicated (and often expensive) apps, usually complex integrations with your CRM, and more often than not a lot of fiddling with templates, layouts, and previewing emails for different email clients.

Our email sequences feature on the other hand is designed exactly for people who know they need something like that but don't have the time, expertise, or additional budget to set up complex workflows and integrations. 

email-sequences-email-1

How Do They Work?

We've kept this as simple and straightforward as possible:

  1. Write a series of emails designed to create a response and save them as templates. You do this in the normal way you would in Close.io: no HTML, no complex layouts, no need to test on different browsers or email clients.

  2. Create a new email sequence and add steps (as simple as clicking an "Add Step" button). For each step pick the template you want to use and choose how long of a delay you want between the previous email and this one.

  3. Enroll leads into the sequence from the individual lead view, or, for best results, enroll an entire Smart View with one click from the email dropdown menu.

 

Try Email Sequences For Free

Email sequences are available to Professional and Business plan customers. If you're not yet a Close.io user — now's the best time to start a full-featured 14-day free trial to try email sequences.

If you're already on our Basic plan, reach out to our success team to arrange for a demo.

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