Automated Emails for Close.io

How do I change who the sequence is sent from?

By default, the emails are sent from whomever has the login to Drip Emails.

If you want emails to come from a different person, set the custom field Drip Emails: Send From first. Then set the custom field Drip Emails: Sequence. Order matters.

How do I subscribe a lead to a sequence?

To subscribe a lead to one of your sequences, look for the Drip Emails: Sequence custom field and select a sequence.

Within a minute or two, Drip Emails will populate 2 other fields: Drip Emails: Next Template (read-only) and Drip Emails: Next Send (read-only), letting you know when and what email will be sent next.

How do I subscribe leads en masse?

Use Close.io's bulk update fields:

1. Bulk Edit
2. Update Custom Field
3. Drip Emails: Sequence
4. Set value

How do I stop a sequence?

If a lead responds to an email, the sequence is automatically cancelled and future emails will not be sent.

To manually cancel, remove the custom field Drip Emails: Sequence from your lead. Within a minute or two, the other custom fields will disappear and the sequence will be cancelled, along with any future emails.

How do I choose when emails are sent?

By default, emails are sent out at a random time between 9am and 4pm of your time zone.

Sending emails at a random time makes emails seem less automated. It also helps deliverability with your email provider because you're not queueing up and sending several emails at once.

If you want to change when your emails are delivered, you can setup a custom schedule.

For instance, I setup a custom schedule of Tuesday through Thursday between 9am - 3pm; my customers rarely work on Mondays and Fridays, so these days have been the best for me.

If I were to setup a sequence for a lead outside of that sequence, say Saturday morning, Drip Emails will choose the next available send time (Tuesday at 9am) to deliver the mail