Day 1

The customer automatically receives a marketing email:

“We’ve Received your Charter Bus Rental Request”

After generating a quote for your customer, if you choose to enroll your customer in the "New Quote & FU" Sequence. You will manually email your customer the email template:

“Here's the Charter Bus Quote Rental you Requested”

Day 2

If the customer has not electronically signed their quote, the system will automatically send out the following marketing email:

“We sent you a quote”

If the customer did e-sign their quote, this email will not go out.

Day 3

A task will be created asking you to call your lead to follow up on your quote.

Day 4

An email will be automatically sent to the customer from you, in reply to your initial email in this sequence.

“Re: Here's the Charter Bus Rental Quote you Requested!”

Day 7

An email will be automatically sent to the customer, from you:

“Still need a charter bus on Deal: Pickup Date?”

Day 9

A task will be assigned to you, asking you to call your customer one more time about the quote you sent out.

Day 10

A final email will be automatically sent to the customer from you:

“Prices Are Currently Expiring”

IMPORTANT!

The following details are important to know about sequences and marketing emails.

• Sequences must be paused by the sales representative. This automation is not triggered by other activity in the system (i.e. if the customer signs a quote). It is the responsibility of the sales person to know when their quote has been signed, and to unenroll the contact in the sequence.
• Sequences may be paused anytime on the contact by the sales person, to allow for personalized conversations back and forth.
• Sequences are the only way to allow for personalized conversations from a sales rep, to a customer, to occur automatically.
• Marketing emails are usually promotional type emails. Typically, they are sent out in the masses. Marketing emails requires customers to have the ability to unsubscribe from them, which would stop any emails of this type going to them.

Need Support?

Please visit our Support page and submit a ticket, view knowledge base articles, etc. Or send us an email at helpme@stratfordberkshire.com to open a new ticket.