1. By Segment
- Step 1: Choose Marketing Automation -> Create segment -> Create filter to get list of Leads (Image 1 - For example, filter setting conditions such as: Tag not empty , Email like test, .... You can create filters from the information provided by the system)
After creating Segment and creating Filter successfully, you will get a list of Leads (Image 2)
- Step 2: Create a Campaign -> Select Lead -> Select Segment -> Then design the following conditions (Image 3)
After creating the campaign and selecting the Segment containing the list of successful Leads -> Leads list will also be displayed in the Leads tab screen of the campaign (Image 4)
- Step 3: Then, run Cron job so that the email can be sent to Leads (Note, the campaign must be within the valid period, not expired)
2. By Form
- Step 1: Choose Marketing Automation -> Components -> Form -> Create a form and design a form -> Lead will fill in the information and Submit the form
Step 2: Create a Campaign -> Select Lead -> Select Form -> Select the form that contains the list of Leads that have successfully submitted the form -> Campaign will get lead list from Form
If you still have questions about that, please reply, I will explain it in more detail.
