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Automation templates

Demo call invitation workflow

Advanced plan

Invite subscribers from multiple signup sources to a demo call with the Demo call invitation template. Automatically send a confirmation email after a demo call is requested, then follow up with a reminder that the demo call is about to begin.

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Demo call invitation workflow

Setup

This workflow uses multiple triggers, a feature available on any Advanced plan. Multiple triggers allow you to create up to 3 ways for subscribers to enter the workflow.

How do I use this template?

  1. Go to the Automation page and click New automation

  2. Select the Demo call invitation template

  3. Choose a group for the When a subscriber joins a group trigger, add a link to When subscriber clicks a specific link trigger, and choose a custom field for Updated field trigger 

  4. Click the first Email step and design a confirmation email

  5. Below you’ll see a Condition step set to Workflow activity, email #1, Had a specific link clicked

  6. On the Yes path, click on the Email step and design an email including the demo call details (you can leave the No path blank)

  7. Click the Action step and choose a group (e.g. demo call contacts) to add to the Copy the subscribers action

  8. Save the step and turn ON your workflow

Note: You can also use another set of multiple triggers

*You could also edit the Condition step to use Had any link clicked instead


This is just one great example of how you can use this template. You can edit this template as much as you want to make it work for you. The sky is the limit!

Note: You can only use this template when you have an Advanced plan in your account.
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