Overview:
The Monthly Newsletter automation helps you stay top-of-mind with past customers by sending helpful, friendly content. Once a customer is marked as won, they are automatically added to the sequence, which runs throughout the year.
1. Newsletter Setup:
Automated Trigger: Customers enter the sequence after being marked as won.
Pre-scheduled for 2024: Newsletter dates are pre-set for the year. Update for 2025 by adjusting the event start times.
2. Email Content:
Tailored Monthly Tips: Emails include season-specific tips (editable based on region).
Ongoing Loop: Customers will remain in the sequence until manually updated.