Events Follow-Up Emails

LeadCenter can be used to automate sending follow-up emails to client after an event. You can set conditions to whom the follow-up email will be sent to. You can also control when the email will be sent after minutes, hours or days of the event. You can create multiple follow-up email for each event.

Follow-up Email Conditions

The conditions that you can set to control the follow-up emails are:

  • Event status: scheduled, completed, or cancelled.
  • Event attendee status: For example, attended, no-show, requested appointment, etc.
  • Pipeline stage the contact stage in the sales pipeline.

To set up a follow-up email, follow these steps:

  1. First create a follow-up email template fromemail templates page.
  2. In the Create Follow-up Email page:
    • Configure the conditions that will trigger the email.
    • Select the email template you created in the earlier step.
    • Enter a number in the Send After field and select Minutes, Hours, or Days from the drop down next to it.
    • Make sure Enabled radio button is turned on.
    • Click Save button.

Now you have a follow-up email enabled that will be triggered after the event based on the conditions and sending time you set.

Make sure follow-up email will not conflict with attendee confirmation emails. For example, if you set a confirmation email for the stage attended and follow-up email for same stage. The attendee will receive both emails.

If you need help, please send an email to support@leadcenter.ai

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.