Workflow templates / Sales & leads
Free guide with one follow-up
Guide request, email capture, delivery as a file, and a next-day check-in.
Works with: A channel that takes files
How it works
- A customer sends your keyword.
- It asks for their email and saves it.
- Your guide arrives as a file.
- A day later it checks in.
Steps in the workflow: Trigger, Send message, Send message, Wait for reply, Condition, End, Set variable, Set variable, Send message, Delay, Send message.
Who it is for
Store owners and coaches who give away a guide.
Good to know
- Tips for this template
- Add your guide as a link or an upload before you turn it on. Each channel takes its own file types and sizes. Publish tells you if yours refuses the file.