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It’s a common situation when you need to adjust automatic emails sending to your clients.

In this video we will show you how to automatically send emails to your clients with certain recurrence, e.g., weekly, monthly etc. and how to create a template for such emails in Bitrix24.



#automaticmailings #mailingsreccurence #mailingtemplatesBitrix24

0:00:00 Hello there! My name is Emin Mamedov and I'm representing company IT-Sputnik, and in this video, I wanted to show the case how you can automatically send emails to your client based on a sometimes frame, for example, you want to send some certain email after a week, two weeks or month

0:00:24 So you can do that, using robots. You can do that using robots in deals or leads no matter
In that case, I will show you, how we can do it in the deal.

0:00:32 So, you go to the deals, go to some special funnels, when going to automation rule, and when here you can see robots

0:00:39 For example, you go to the stage, we will select that stage when you move a deal to that stage and decide if the deal is located to that stage, your client will start getting emails from you constantly, for example, each week he will get automatic email or SMS or message in WhatsApp, that he should pay the invoice or he should go back to your quote or an offer.

0:01:08 So, to do that, you should go to the “automation rules”, click “configure automation rules”, in that case, you should use only “automation rules”, not “triggers”.

0:01:19 In that stage, which we’ve selected for the particular case, you go to “add”, and “select client communication”, then go to “send email”.

0:01:30 Then you need to define, when that robot should send an email, for example, when you move a deal to that particular stage and after a week you want to send an email. In that case, you should click on run immediately, in for example 7 days, and click “select”.

0:01:57 That means, that this message will be sent to a client after 7 days, once you moved that deal to that particular stage.

0:02:05 You can select “auto-select” or you can select a particular email, then you can select a subject.

0:02:14 For example client name from the contact, select “client name” –
“Dear Mr. or Mrs. (contact name), please, pay the invoice” or something like that.

0:02:45 Here you can put to the body some other message, for example, again: “Dear Mr. or Mrs. (contact name, you can select a name and the last name), please, pay an invoice, we sent you a week ago. Then you can put here your name, or you can automatically put a responsible name. So you need to find the responsible person for the particular email and put the responsible name and surname.

0:04:08 That you can leave as it is, this means which address you want to select or autoselect means the closest address, which is available, and click save.

0:04:20 When for example, you want to send that email after 14 days. You can copy that robot and change it again. Select send this email after 14 days, leave this as it is, and just edit the text here, that’s it.

0:04:57 So you can continue to add as many robots as you want, and that’s it actually, so you are saving that robot and now you should be sure, that your client will get notification by email, that he needs to pay an invoice, look back to your offer or do something else.

0:05:25 So that’s it, if you like that video, put “like”, if you have any questions, ask your questions in comments to that video. Thank you and buy.