Auto action in LeadCooker is, basically, an automated action performed on a schedule or based on firing a certain trigger. There are three types of auto acions in the system:
- tagging contacts
To create an auto action, click to open the Auto Acions tab. If you haven't created any auto actions before, the interface will look like this:
Click on "Create auto action" to.. well.. create your first one :)
Then select the action type by clicking on "Choose action category..." combo box.
Please note that you will need at least one segment created before you can make use of this tool. If you're not familiar with that, have a look a this article.
☝️ Important: if an auto action is acive, it will be automatically applied to all the new contacts added to segments it is set up to work with.
Let's create our first email auto action:
After you choose the auto action type 'email', the interface will switch to something very similar to an email app. The main difference is that you write an email that will work at scale, with merge fields and advanced automation.
Give your auto action a name and choose a segment you want it to be applied to.
Compose an email and clik 'Save'.
If you want to learn more about personalisation options, please have a look at this article.
Congratulations! You've just cretated your first auto action! 👏👏 Чтобы запустить его, переместите двигунок в положение вкл.
You'll learn how to create a cadence of actions of different type from other articles of Getting Started series.
Don't hesitate to contact our team with any questions if you meet any cliffs on your way of creating your best-automated prospecting process ever. We're here to help 🙌