Salesforce is a powerful CRM tool, and one of its key features is the ability to create email sequences. By creating an email sequence in Salesforce, you can automatically send a series of emails to your contacts over a period of time. This is a great way to stay in touch with your contacts and keep them updated on your latest news and offers.
To create an email sequence in Salesforce, first go to the Contacts tab and click on the New Email Sequence button. This will open up a new window where you can enter the details of your email sequence. Start by giving your email sequence a name, then select the type of trigger that will initiate the sending of the emails. There are two types of triggers: date-based or contact-based. Date-based triggers will send out emails on specific days or at regular intervals, while contact-based triggers will send out emails when certain criteria are met (e.g., when a contact is added to Salesforce).
Next, you'll need to specify when the emails in your sequence should be sent out. For each email in the sequence, you can specify the day or interval on which it should be sent (e.g., 3 days after trigger), as well as whether it should be sent during business hours only or all hours. You can also set up conditions so that certain emails are only sent if certain criteria are met (e.g., if a contact has not been contacted in 30 days).
Finally, compose your actual email content using Salesforce's built-in WYSIWYG editor. Once you're happy with your content, click Save & Send Test Email to test out your sequence before sending it to real contacts!