Salesmate supports auto and manual email options as part of the sequence to reach your customers.
- As the name suggests, the "Auto Email" step sends emails to customers on a scheduled date and time without any manual intervention. As soon as this step reaches, the system will send an email to the contact and will move to the next step.
- This step requires manual intervention. Once the contact hits this step, an email gets generated and assigned to a user, and the contact gets marked as pending inside the sequence. Now users can view, edit, or send this email to the customer with or without any additional personalization. Unless this email gets sent or skipped, the contact will not move to the next stage of the sequence.
Key points to remember
|Auto Email||Manual Email|
|Focused on Automation||Focused on Personalisation/Customization|
|When Personalisation is preferred at the time of contact enrollment||When Personalisation is preferred at the time of email sending|
|Email is sent as soon as the earlier step's delay is finished and the execution time has matched||Email is drafted and placed inside a scheduled section as soon as the earlier step's delay is finished and execution time has matched|