13 Email automation

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Hi there, welcome back. In this step

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we’re going to look at email automation,

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which again is an extra, you don’t need

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it, but you might like to set this up so

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that when your lead has,

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or your new member in your gym, has

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finished filling out this form, they get

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an automatic email that you set up here.

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To do that, click on, so we’re in

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publish, now click on email automation

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and enable that. Now

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here, you can fill out all the

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information you would like. By default,

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the recipient will then be the email

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address that they have input into the

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Riddle. You can enable CC

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and so on here. And in this

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case, I would like to use a default

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email. So an email that gets sent by

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default as soon as someone has finished

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filling out this form. So

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you can put your subject in here and your

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content in here, and then send a test

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email. This will then be sent to

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the Riddle account that you are using

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here, so that you can see what it looks

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like before releasing this Riddle

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out into the world. You could also set up

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a conditional email. This means that,

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for example, if you want people

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with a certain email address

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um Let’s say you want email addresses

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that contain Gmail, for example, to have

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one sort of email

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and people who don’t to have a different

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email, you could do that here. You could

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also do it so that the reason for

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joining, for example,

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contains a specific word

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that they also have a specific email

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sent to them. So that’s up to you. In my

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case, though, I would just like to have a

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generic one. For example,

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welcome to the gym, and

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then you know, Dear… And in here, we

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could put a variable. So to do that,

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click on the three dots here, and now

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click on variables. And now I want to

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include the name that they have input

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into the form as they were filling it

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out. That means that I can then

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personalize that contact as soon as

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they have filled out this form. And as

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soon as I’m interacting with them, I’m

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using their name, I’m not just saying

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dear user or dear member and so on.

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Whatever your text should be for your

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email, you can input that here and so

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on. And then click on send test

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email. Again, that will send an email,

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a test email. with this information

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to the email address associated with

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this Riddle account. Okay, and with that,

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you’re ready to not

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only have the form and

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connect the data to your database, but

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you also set up an automated email

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and continue that flow of communication

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beyond the Riddle itself. Okay,

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that’s email automation. I’ll see you in

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the next step.